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Home > Institutional Investor > Cedar Brook Financial Partners, Llc > Profile

Instuitional Investor - Cedar Brook Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Cedar Brook Financial Partners, Llc
Portfolio Value $449,975,170
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 108,799 $20,192,027 4.48%
2.
Ishares Trust
 IEF 26,757 $12,804,517 2.84%
3.
Schwab Strategic Trust
 FNDF 159,893 $12,161,485 2.7%
4.
Invesco Qqq Tr
 24,518 $10,036,630 2.23%
5.
Vanguard Index Fds
 62,845 $9,385,859 2.08%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)