Cedar Brook Financial Partners, LLC

Institutional

CIK 0001767302

$698,121

Reported AUM

Positions

Q3 2024

Period

2024-10-21

Filed

Editorial summary

Summary for Cedar Brook Financial Partners, LLC · Q3 2024 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q3 2024

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	ADP	AUTOMATIC DATA PROCESSING IN	$265.17	-3.00%	-6.48%	45.94%	$280K	40.15%	—	HELD
2	MSFT	MICROSOFT CORP	$435.17	11.43%	-24.89%	34.54%	$215K	30.82%	—	HELD
3	META	META PLATFORMS INC	$532.52	-9.07%	-21.66%	55.72%	$203K	29.03%	—	HELD

Source: SEC EDGAR · accession 0001767302-24-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.