HoldingsChannel.com
Cedar Brook Financial Partners LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 28,241 +3,830 $9,129
     IVV28,241+3,830$9,129
APPLE INC 29,650 -1,916 $8,707
     AAPL29,650-1,916$8,707
VANGUARD TAX MANAGED INTL FD (VEA) 120,546 +26,743 $5,311
     VEA120,546+26,743$5,311
ISHARES TR (ITOT) 67,526 +21,486 $4,908
     ITOT67,526+21,486$4,908
ISHARES TR (USMV) 73,111 +2,873 $4,796
     USMV73,111+2,873$4,796
FIRST TR VALUE LINE DIVID IN (FVD) 94,664 +41,262 $3,411
     FVD94,664+41,262$3,411
ISHARES INC (IEMG) 58,851 +20,388 $3,164
     IEMG58,851+20,388$3,164
VANGUARD GROUP (VIG) 24,570 +5 $3,063
     VIG24,570+5$3,063
AMAZON COM INC 1,613 -128 $2,981
     AMZN1,613-128$2,981
VANGUARD INDEX FDS (VTI) 17,750 +1,592 $2,904
     VTI17,750+1,592$2,904
LINCOLN ELEC HLDGS INC 29,629 -113 $2,866
     LECO29,629-113$2,866
INVESCO QQQ TR 13,418 -1,153 $2,853
     QQQ13,418-1,153$2,853
MICROSOFT CORP 17,929 -14 $2,827
     MSFT17,929-14$2,827
WISDOMTREE TR 37,693 +194 $2,681
     DLS37,693+194$2,681
SPDR S&P 500 ETF TR (SPY) 8,140 -7,304 $2,620
     SPY8,140-7,304$2,620
BERKSHIRE HATHAWAY INC DEL      $2,461
     BRK.B10,867-2,631$2,461
SPDR SERIES TRUST (SPTL) 60,223 +28,743 $2,341
     SPTL60,223+28,743$2,341
SCHWAB STRATEGIC TR 38,524 +12,046 $2,231
     SCHD38,524+12,046$2,231
FIRST TR EXCH TRD ALPHA FD I (FEM) 83,761 -7,770 $2,223
     FEM83,761-7,770$2,223
PROCTER & GAMBLE CO 17,768 -100 $2,219
     PG17,768-100$2,219
FORTUNE BRANDS HOME & SEC IN 32,958 -31,000 $2,153
     FBHS32,958-31,000$2,153
ISHARES TR (IJH) 10,256 +425 $2,111
     IJH10,256+425$2,111
CSX CORP 28,295 +206 $2,047
     CSX28,295+206$2,047
VANGUARD INDEX FDS (VTV) 17,077 +4,158 $2,047
     VTV17,077+4,158$2,047
ISHARES TR (IJR) 22,285 -2,910 $1,869
     IJR22,285-2,910$1,869
ISHARES TR (QUAL) 18,263 +7,685 $1,845
     QUAL18,263+7,685$1,845
ISHARES TR (EFAV) 24,530 +1,872 $1,828
     EFAV24,530+1,872$1,828
ISHARES TR (IXN) 8,592 +1,488 $1,808
     IXN8,592+1,488$1,808
PARKER HANNIFIN CORP 8,758 -169 $1,803
     PH8,758-169$1,803
SPDR SERIES TRUST (SPYV) 50,929 +20,117 $1,778
     SPYV50,929+20,117$1,778
VANGUARD INDEX FDS (VO) 9,877 +1,531 $1,760
     VO9,877+1,531$1,760
FIRST TR LRGE CP CORE ALPHA (FEX) 24,753 -698 $1,615
     FEX24,753-698$1,615
AT&T INC 41,268 -1,307 $1,613
     T41,268-1,307$1,613
JPMORGAN CHASE & CO 11,466 -641 $1,598
     JPM11,466-641$1,598
VANGUARD INDEX FDS (VOE) 13,164 -144 $1,569
     VOE13,164-144$1,569
VANGUARD INDEX FDS (VBR) 11,269 +2,843 $1,545
     VBR11,269+2,843$1,545
WALMART INC 12,711 -268 $1,511
     WMT12,711-268$1,511
ISHARES TR (DGRO) 35,879 +1,119 $1,509
     DGRO35,879+1,119$1,509
VANGUARD INDEX FDS (VNQ) 16,029 -2,326 $1,487
     VNQ16,029-2,326$1,487
ISHARES TR (MTUM) 11,566 +2,129 $1,452
     MTUM11,566+2,129$1,452
FIRST TR EXCHANGE TRADED FD (FPX) 18,045 +4,886 $1,450
     FPX18,045+4,886$1,450
ISHARES TR (HDV) 14,677 -107 $1,439
     HDV14,677-107$1,439
ISHARES INC (EEMV) 24,130 +3,202 $1,415
     EEMV24,130+3,202$1,415
VANGUARD WHITEHALL FDS INC (VYM) 15,007 +955 $1,406
     VYM15,007+955$1,406
FACEBOOK INC 6,791 -120 $1,394
     FB6,791-120$1,394
FIRST TR EXCHANGE TRADED FD (FTCS) 23,099 +1,209 $1,394
     FTCS23,099+1,209$1,394
ISHARES INC (ACWV) 14,207 +1,779 $1,361
     ACWV14,207+1,779$1,361
VANGUARD INTL EQUITY INDEX F (VWO) 30,560 +5,047 $1,359
     VWO30,560+5,047$1,359
ISHARES TR (IYLD) 52,566 +3,841 $1,343
     IYLD52,566+3,841$1,343
VANGUARD INDEX FDS (VB) 7,863 +1,533 $1,303
     VB7,863+1,533$1,303

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 12/31/2019: $235,310
At 09/30/2019: $226,769

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

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