Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cedar Brook Financial Partners, LLC (CIK 1767302) reported $698,121 across 3 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: ADP ($280,327, 40.15%), MSFT ($215,150, 30.82%), META ($202,644, 29.03%), AAPL ($0, 0.00%), SAP ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ADP | AUTOMATIC DATA PROCESSING IN | $280,327 | 40.15% | 1,013 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $215,150 | 30.82% | 500 | Trimmed |
| 3 | META | META PLATFORMS INC | $202,644 | 29.03% | 354 | Trimmed |
| 4 | AAPL | APPLE INC | $0 | 0.00% | 0 | Exited |
| 5 | SAP | SAP SE | $0 | 0.00% | 0 | Exited |
| 6 | GOOGL | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 7 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 8 | ADBE | ADOBE INC | $0 | 0.00% | 0 | Exited |
| 9 | AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | Exited |
| 10 | AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | Exited |
| 11 | GOOG | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | Exited |
| 13 | AVGO | BROADCOM INC | $0 | 0.00% | 0 | Exited |
| 14 | XOM | EXXON MOBIL CORP | $0 | 0.00% | 0 | Exited |
| 15 | IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | Exited |
| 16 | JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | Exited |
| 17 | JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | Exited |
| 18 | LLY | ELI LILLY & CO | $0 | 0.00% | 0 | Exited |
| 19 | MRK | MERCK & CO INC | $0 | 0.00% | 0 | Exited |
| 20 | NFLX | NETFLIX INC | $0 | 0.00% | 0 | Exited |
| 21 | NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | Exited |
| 22 | PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | Exited |
| 23 | SHEL | SHELL PLC | $0 | 0.00% | 0 | Exited |
| 24 | V | VISA INC | $0 | 0.00% | 0 | Exited |
| 25 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2024-09-30