Notify me when Cedar Brook Financial Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 3 | $698,121 | $0 | -$12,682,663 | -$12,682,663 | ADP, MSFT, META | 13F-HR | 21 Oct 2024, 09:01 |
| Q2 2024 | 29 | $13,293,614 | +$1,140,516 | -$496,786,392 | -$495,645,876 | MSFT, NVDA, AAPL, AMZN, META | 13F-HR | 15 Jul 2024, 10:36 |
| Q1 2024 | 438 | $505,751,804 | +$32,767,858 | -$9,897,130 | +$22,870,728 | AAPL, IVV, SCHD, QQQ, SPY | 13F-HR | 17 Apr 2024, 10:25 |
| Q4 2023 | 419 | $449,859,658 | +$45,256,964 | -$15,865,866 | +$29,391,098 | AAPL, IVV, SCHD, QQQ, VTV | 13F-HR | 12 Jan 2024, 09:14 |
| Q3 2023 | 379 | $383,311,982 | +$15,208,986 | -$35,861,295 | -$20,652,309 | AAPL, IVV, SCHD, QQQ, VTV | 13F-HR | 17 Oct 2023, 09:30 |
| Q2 2023 | 408 | $420,333,530 | +$22,586,243 | -$13,294,355 | +$9,291,888 | AAPL, SCHD, IVV, QQQ, VTV | 13F-HR | 05 Jul 2023, 10:16 |
| Q1 2023 | 389 | $389,397,985 | +$30,547,236 | -$15,324,176 | +$15,223,060 | AAPL, SCHD, IVV, VTV, QQQ | 13F-HR | 04 Apr 2023, 10:15 |
| Q4 2022 | 372 | $355,018,240 | +$40,805,925 | -$18,604,068 | +$22,201,857 | AAPL, IVV, SCHD, VTV, QQQ | 13F-HR | 01 Feb 2023, 09:34 |
| Q3 2022 | 349 | $311,137,475 | +$26,012,451 | -$10,611,669 | +$15,400,782 | AAPL, IVV, SCHD, ITOT, QQQ | 13F-HR | 03 Jan 2023, 15:22 |
| Q2 2022 | 346 | $319,311,000 | +$21,219,249 | -$29,547,769 | -$8,328,520 | AAPL, IVV, SCHD, ITOT, VEA | 13F-HR | 12 Aug 2022, 13:29 |
| Q1 2022 | 378 | $385,362,000 | +$29,464,225 | -$11,899,740 | +$17,564,485 | AAPL, IVV, SCHD, ITOT, QQQ | 13F-HR | 06 Apr 2022, 09:53 |
| Q4 2021 | 381 | $390,137,000 | +$45,471,199 | -$11,645,624 | +$33,825,575 | AAPL, IVV, SCHD, ITOT, QQQ | 13F-HR | 27 Jan 2022, 11:52 |
| Q3 2021 | 346 | $333,145,000 | +$19,768,174 | -$23,892,622 | -$4,124,448 | AAPL, IVV, SCHD, ITOT, VEA | 13F-HR | 01 Nov 2021, 16:10 |
| Q2 2021 | 370 | $346,122,000 | +$55,849,494 | -$13,258,537 | +$42,590,957 | AAPL, IVV, SCHD, ITOT, VEA | 13F-HR | 16 Aug 2021, 13:40 |
| Q1 2021 | 318 | $288,683,000 | +$25,518,546 | -$29,881,027 | -$4,362,481 | AAPL, IVV, ITOT, VEA, QQQ | 13F-HR | 11 May 2021, 14:04 |
| Q4 2020 | 322 | $282,510,000 | +$27,855,692 | -$28,724,316 | -$868,624 | AAPL, IVV, SPTL, QQQ, ITOT | 13F-HR | 12 Feb 2021, 13:27 |
| Q3 2020 | 293 | $254,804,000 | +$38,198,749 | -$13,640,217 | +$24,558,532 | AAPL, IVV, SPTL, AMZN, ITOT | 13F-HR | 06 Nov 2020, 19:23 |
| Q2 2020 | 281 | $224,431,000 | +$26,828,313 | -$14,509,127 | +$12,319,186 | AAPL, IVV, ITOT, VEA, AMZN | 13F-HR | 05 Aug 2020, 12:07 |
| Q1 2020 | 249 | $180,066,000 | +$19,076,120 | -$31,838,154 | -$12,762,034 | IVV, AAPL, VEA, ITOT, SPTL | 13F-HR | 07 May 2020, 11:10 |
| Q4 2019 | 291 | $235,308,000 | +$26,536,012 | -$34,246,970 | -$7,710,958 | IVV, AAPL, VEA, ITOT, USMV | 13F-HR | 06 Feb 2020, 09:48 |
| Q3 2019 | 302 | $226,756,000 | +$31,083,612 | -$22,974,095 | +$8,109,517 | IVV, AAPL, SPY, USMV, VEA | 13F-HR | 24 Oct 2019, 09:46 |
| Q2 2019 | 297 | $216,712,000 | +$16,895,039 | -$11,162,156 | +$5,732,883 | AAPL, IJH, SPY, FBIN, AMZN | 13F-HR | 06 Aug 2019, 09:18 |
| Q1 2019 | 286 | $205,492,000 | +$30,899,932 | -$9,573,345 | +$21,326,587 | AAPL, SPY, IJH, IVV, AMZN | 13F-HR | 08 May 2019, 15:47 |
| Q4 2018 | 239 | $164,652,000 | $0 | $0 | $0 | AAPL, SPY, IJH, IVV, BRKB | Restatement | 14 May 2019, 10:21 |