Top 3 Cedar Brook Financial Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | 40.15% | 1.0K | $280K | -17.78%(-219) | — | 2024-09-30 | |
| MSFT | MICROSOFT CORP | 30.82% | 500 | $215K | -88.03%(-3.68K) | — | 2024-09-30 | |
| META | META PLATFORMS INC | 29.03% | 354 | $203K | -78.01%(-1.26K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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