Cedar Brook Financial Partners, LLC
Investment Portfolio & 13F Holdings Analysis
About
Cedar Brook Financial Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2024Q3, reporting 3 holdings worth $0.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
AI_NATIVE detailed information: This accession holds the following tickers:[ "META", "MSFT", "ADP" ]
Filing Details
13F-HR • 2024-09-30
Filing Details
13F-HR • 2024-09-30- Report Date
- 2024-09-30
- Filing Date
- 2024-10-21
- Total Holdings
- 3
- Total Value
- 698121
- Accession Number
- 0001767302-24-000006
- Form Type
- 13F-HR
- Manager Name
- Cedar-Brook-Financial-Partners
Data Enrichment
100% identified3 identified0 unidentified
Holdings
3 positions • $698.1K total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 1.0K | YoY- | All Managers (Combined) | $280.3K | 40.2% ($280.3K/$698.1K) | YoY- | |
MICROSOFT CORP(MSFTcusip594918104) | 500 | YoY- | All Managers (Combined) | $215.2K | 30.8% ($215.2K/$698.1K) | YoY- |
| 354 | YoY- | All Managers (Combined) | $202.6K | 29.0% ($202.6K/$698.1K) | YoY- |