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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 $698,121
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Automatic Data Processing Inc
 ADP 1,013 $280,327 40.15%
2.
Microsoft Corp
 MSFT 500 $215,150 30.82%
3.
Meta Platforms Inc.
 META 354 $202,644 29.03%
4.
Nvidia Corp
 NVDA 0 $0 0%
5.
Apple Inc.
 AAPL 0 $0 0%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)