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Cedar Brook Financial Partners, Llc

Portfolio Manager
Cedar Brook Financial Partners, Llc
Performance
0% (N/A)
AUM (13F)
$698.12K
# of Holdings
3
Performance Rank
N/A
Allocation (Top 20)
N/A

Cedar Brook Financial Partners, Llc Holdings Map

Top 3 Cedar Brook Financial Partners, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ADP
AUTOMATIC DATA PROCESSING IN
40.15%1.0K$280K
-17.78%(-219)
2023-Q3: 1.3K shares2023-Q4: 1.6K shares2024-Q1: 1.7K shares2024-Q2: 1.2K shares2024-Q3: 1.0K shares2024-09-30
MSFT
MICROSOFT CORP
30.82%500$215K
-88.03%(-3.68K)
2023-Q3: 19.5K shares2023-Q4: 20.0K shares2024-Q1: 19.5K shares2024-Q2: 4.2K shares2024-Q3: 500 shares2024-09-30
META
META PLATFORMS INC
29.03%354$203K
-78.01%(-1.26K)
2023-Q3: 3.1K shares2023-Q4: 3.0K shares2024-Q1: 3.1K shares2024-Q2: 1.6K shares2024-Q3: 354 shares2024-09-30

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