StockDriftsStockDriftsTop 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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Cedar Brook Financial Partners, Llc reports $698.12K in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are ADP (40.1%), MSFT (30.8%) and META (29.0%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cedar Brook Financial Partners, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767302). View Cedar Brook Financial Partners, Llc’s 13F filings on SEC