HoldingsChannel.com
Cedar Brook Financial Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 31,906 +3,665 $8,245
     IVV31,906+3,665$8,245
APPLE INC 26,050 -3,600 $6,624
     AAPL26,050-3,600$6,624
VANGUARD TAX MANAGED INTL FD (VEA) 131,555 +11,009 $4,386
     VEA131,555+11,009$4,386
ISHARES TR (ITOT) 74,018 +6,492 $4,235
     ITOT74,018+6,492$4,235
SPDR SER TR (SPTL) 80,358 +20,135 $3,796
     SPTL80,358+20,135$3,796
ISHARES TR (USMV) 67,282 -5,829 $3,634
     USMV67,282-5,829$3,634
AMAZON COM INC 1,730 +117 $3,373
     AMZN1,730+117$3,373
INVESCO QQQ TR 16,529 +3,111 $3,147
     QQQ16,529+3,111$3,147
FIRST TR VALUE LINE DIVID IN (FVD) 103,557 +8,893 $2,866
     FVD103,557+8,893$2,866
VANGUARD SPECIALIZED FUNDS (VIG) 24,139 -431 $2,496
     VIG24,139-431$2,496
ISHARES INC (IEMG) 61,661 +2,810 $2,495
     IEMG61,661+2,810$2,495
SPDR S&P 500 ETF TR (SPY) 9,385 +1,245 $2,419
     SPY9,385+1,245$2,419
MICROSOFT CORP 14,461 -3,468 $2,281
     MSFT14,461-3,468$2,281
VANGUARD INDEX FDS (VTI) 17,007 -743 $2,192
     VTI17,007-743$2,192
LINCOLN ELEC HLDGS INC 29,592 -37 $2,042
     LECO29,592-37$2,042
SCHWAB STRATEGIC TR 38,615 +30,291 $1,998
     SCHO38,615+30,291$1,998
SCHWAB STRATEGIC TR 44,386 +5,862 $1,996
     SCHD44,386+5,862$1,996
BERKSHIRE HATHAWAY INC DEL      $1,988
     BRK.B10,875+8$1,988
WISDOMTREE TR 37,183 -510 $1,787
     DLS37,183-510$1,787
ISHARES TR (IXN) 9,206 +614 $1,679
     IXN9,206+614$1,679
SPDR SER TR (SPYG) 46,188 +46,188 $1,651
     SPYG46,188+46,188$1,651
CSX CORP 28,451 +156 $1,630
     CSX28,451+156$1,630
VANGUARD INDEX FDS (VTV) 17,706 +629 $1,577
     VTV17,706+629$1,577
SCHWAB STRATEGIC TR 56,636 +30,649 $1,420
     SCHK56,636+30,649$1,420
ISHARES TR (EFAV) 22,463 -2,067 $1,394
     EFAV22,463-2,067$1,394
VANGUARD INDEX FDS (VO) 10,492 +615 $1,381
     VO10,492+615$1,381
FIRST TR EXCHANGE TRADED ALP (FEM) 78,070 -5,691 $1,373
     FEM78,070-5,691$1,373
FIRST TR EXCHANGE TRADED FD (FTCS) 26,573 +3,474 $1,321
     FTCS26,573+3,474$1,321
FIRST TR EXCHANGE TRADED FD (FPX) 20,565 +2,520 $1,296
     FPX20,565+2,520$1,296
ISHARES INC (EEMV) 27,510 +3,380 $1,291
     EEMV27,510+3,380$1,291
ISHARES TR (MTUM) 12,055 +489 $1,284
     MTUM12,055+489$1,284
ISHARES TR (IJH) 8,816 -1,440 $1,268
     IJH8,816-1,440$1,268
VANGUARD INDEX FDS (VNQ) 16,619 +590 $1,161
     VNQ16,619+590$1,161
VANGUARD INDEX FDS (VBR) 12,690 +1,421 $1,127
     VBR12,690+1,421$1,127
PARKER HANNIFIN CORP 8,628 -130 $1,119
     PH8,628-130$1,119
VANGUARD WHITEHALL FDS (VYM) 15,669 +662 $1,109
     VYM15,669+662$1,109
FACEBOOK INC 6,619 -172 $1,104
     FB6,619-172$1,104
ISHARES TR (IJR) 19,624 -2,661 $1,101
     IJR19,624-2,661$1,101
ALPHABET INC 937 +10 $1,090
     GOOG937+10$1,090
ISHARES TR (QUAL) 13,375 -4,888 $1,084
     QUAL13,375-4,888$1,084
JOHNSON & JOHNSON 8,216 -1 $1,077
     JNJ8,216-1$1,077
VANGUARD INDEX FDS (VOE) 13,207 +43 $1,074
     VOE13,207+43$1,074
ISHARES TR (IYLD) 53,670 +1,104 $1,073
     IYLD53,670+1,104$1,073
FIRST TR LRGE CP CORE ALPHA (FEX) 22,454 -2,299 $1,069
     FEX22,454-2,299$1,069
AT&T INC 35,743 -5,525 $1,042
     T35,743-5,525$1,042
JPMORGAN CHASE & CO 11,527 +61 $1,038
     JPM11,527+61$1,038
FIRST TR EXCH TRADED FD III (FMB) 19,061 +4,918 $1,031
     FMB19,061+4,918$1,031
PROCTER & GAMBLE CO 9,157 -8,611 $1,007
     PG9,157-8,611$1,007
ISHARES INC (ACWV) 12,446 -1,761 $1,000
     ACWV12,446-1,761$1,000
VANGUARD BD INDEX FDS (BND) 11,602 +2,576 $990
     BND11,602+2,576$990

See Full List: All Stocks Held By Cedar Brook Financial Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Cedar Brook Financial Partners LLC

Size ($ in 1000's)
At 03/31/2020: $180,070
At 12/31/2019: $235,310

Cedar Brook Financial Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cedar Brook Financial Partners LLC 13F filings. Link to 13F filings: SEC filings

Cedar Brook Financial Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.