HoldingsChannel.com
Cedar Brook Financial Partners LLC Top Holdings
As of  06/30/2022, below is a summary of the Cedar Brook Financial Partners LLC top holdings by largest position size, as per the latest 13f filing made by Cedar Brook Financial Partners LLC. In the Cedar Brook Financial Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Cedar Brook Financial Partners LLC in that top holding, then the share count change between reporting periods, and finally the Cedar Brook Financial Partners LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
APPLE INC 101,425 -899 $13,867
     AAPL101,425-899$13,867
ISHARES TR (IVV) 28,920 -862 $10,965
     IVV28,920-862$10,965
SCHWAB STRATEGIC TR 119,877 -9,099 $8,587
     SCHD119,877-9,099$8,587
ISHARES TR (ITOT) 81,455 +3,651 $6,824
     ITOT81,455+3,651$6,824
VANGUARD TAX MANAGED INTL FD (VEA) 136,773 -1,744 $5,580
     VEA136,773-1,744$5,580
INVESCO QQQ TR 17,766 -1,087 $4,979
     QQQ17,766-1,087$4,979
VANGUARD INDEX FDS (VTV) 36,185 +590 $4,772
     VTV36,185+590$4,772
SPDR SER TR (SPTL) 140,062 -8,878 $4,632
     SPTL140,062-8,878$4,632
MICROSOFT CORP 17,982 -22 $4,618
     MSFT17,982-22$4,618
ISHARES TR (LRGF) 119,842 -3,308 $4,542
     LRGF119,842-3,308$4,542
FIRST TR VALUE LINE DIVID IN (FVD) 112,788 +3,519 $4,377
     FVD112,788+3,519$4,377
FIRST TR EXCHANGE TRADED FD (FTCS) 61,435 -12,341 $4,296
     FTCS61,435-12,341$4,296
VANGUARD SPECIALIZED FUNDS (VIG) 29,573 -474 $4,243
     VIG29,573-474$4,243
ISHARES INC (IEMG) 75,606 +294 $3,709
     IEMG75,606+294$3,709
SCHWAB STRATEGIC TR 101,011 +4,665 $3,683
     SCHK101,011+4,665$3,683
VANGUARD INDEX FDS (VTI) 18,170 -339 $3,427
     VTI18,170-339$3,427
SCHWAB STRATEGIC TR 70,450 -7,807 $3,372
     SCHZ70,450-7,807$3,372
VANECK ETF TRUST (MOTG) 101,602 +101,602 $3,263
     MOTG101,602+101,602$3,263
ISHARES TR (IXN) 71,324 +1,759 $3,260
     IXN71,324+1,759$3,260
AMAZON COM INC 30,544 +28,994 $3,244
     AMZN30,544+28,994$3,244
SPDR S&P 500 ETF TR (SPY) 8,464 -424 $3,193
     SPY8,464-424$3,193
SCHWAB STRATEGIC TR 68,426 +22 $3,056
     SCHX68,426+22$3,056
BERKSHIRE HATHAWAY INC DEL      $2,690
     BRK.B9,852+544$2,690
ISHARES TR (USMV) 37,334 +34 $2,621
     USMV37,334+34$2,621
SIREN ETF TR (DFND) 74,991 +4,326 $2,512
     DFND74,991+4,326$2,512
WISDOMTREE TR 42,868 +1,362 $2,503
     DLS42,868+1,362$2,503
CSX CORP 86,008 +356 $2,499
     CSX86,008+356$2,499
VANGUARD INDEX FDS (VO) 12,442 -553 $2,451
     VO12,442-553$2,451
LINCOLN ELEC HLDGS INC 19,074 +19,074 $2,353
     LECO19,074+19,074$2,353
ISHARES TR (OEF) 13,430 -300 $2,316
     OEF13,430-300$2,316
INDEXIQ ETF TR (QLS) 92,691 +2,493 $2,220
     QLS92,691+2,493$2,220
ALPHABET INC 986 -139 $2,157
     GOOG986-139$2,157
VANGUARD CHARLOTTE FDS (BNDX) 41,242 -4,430 $2,043
     BNDX41,242-4,430$2,043
ISHARES TR (IOO) 31,322 +4,083 $2,007
     IOO31,322+4,083$2,007
ALPHABET INC 917 -8 $1,998
     GOOGL917-8$1,998
VANGUARD STAR FDS (VXUS) 38,239 +6,288 $1,973
     VXUS38,239+6,288$1,973
TESLA INC 2,811 -52 $1,893
     TSLA2,811-52$1,893
VANGUARD INDEX FDS (VUG) 8,317 -78 $1,854
     VUG8,317-78$1,854
JPMORGAN CHASE & CO 16,205 +580 $1,825
     JPM16,205+580$1,825
VANGUARD INDEX FDS (VB) 10,186 -2,142 $1,794
     VB10,186-2,142$1,794
JOHNSON & JOHNSON 10,023 +80 $1,779
     JNJ10,023+80$1,779
ISHARES TR (INTF) 74,511 -6,401 $1,753
     INTF74,511-6,401$1,753
ISHARES TR (IJR) 18,790 +950 $1,736
     IJR18,790+950$1,736
INVESCO EXCHANGE TRADED FD T (XMHQ) 27,302 +1,494 $1,736
     XMHQ27,302+1,494$1,736
VANGUARD SCOTTSDALE FDS (VCIT) 21,199 -201 $1,696
     VCIT21,199-201$1,696
FIRST TR EXCHANGE TRADED FD (FPX) 20,483 +128 $1,683
     FPX20,483+128$1,683
PACER FDS TR      $1,655
     BNCHMRK INDSTR40,532+40,532$1,655
ISHARES TR (EFAV) 25,193 +951 $1,595
     EFAV25,193+951$1,595
SCHWAB STRATEGIC TR 40,465 -761 $1,578
     SCHA40,465-761$1,578
VANGUARD INDEX FDS (VBR) 10,461 +803 $1,567
     VBR10,461+803$1,567

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 06/30/2022: $319,311
At 03/31/2022: $385,362

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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