HoldingsChannel.com
Cedar Brook Financial Partners LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
APPLE INC      $6,641
     AAPL33,214+466$6,574
     Call24,255UNCH$67
ISHARES TR (IJH) 24,383 +363 $4,737
     IJH24,383+363$4,737
SPDR S&P 500 ETF TR (SPY) 15,949 -298 $4,673
     SPY15,949-298$4,673
FORTUNE BRANDS HOME & SEC IN 63,958 UNCH $3,654
     FBHS63,958UNCH$3,654
AMAZON COM INC 1,833 -65 $3,471
     AMZN1,833-65$3,471
ISHARES TR (IVV) 11,206 -3,616 $3,303
     IVV11,206-3,616$3,303
VANGUARD GROUP (VIG) 27,487 -223 $3,165
     VIG27,487-223$3,165
BERKSHIRE HATHAWAY INC DEL      $3,118
     BRK.B14,628-1,425$3,118
ISHARES TR (USMV) 46,887 +3,571 $2,894
     USMV46,887+3,571$2,894
INVESCO QQQ TR 14,282 +530 $2,667
     QQQ14,282+530$2,667
FIRST TR EXCH TRD ALPHA FD I (FEM) 98,811 +440 $2,490
     FEM98,811+440$2,490
MICROSOFT CORP 18,497 -172 $2,478
     MSFT18,497-172$2,478
LINCOLN ELEC HLDGS INC 29,863 -49 $2,458
     LECO29,863-49$2,458
FIRST TR EXCHANGE TRADED FD (FV) 77,413 -47 $2,354
     FV77,413-47$2,354
WISDOMTREE TR 35,896 +602 $2,334
     DLS35,896+602$2,334
XENIA HOTELS & RESORTS INC 109,509 +2,813 $2,283
     XHR109,509+2,813$2,283
CSX CORP 29,034 +21 $2,246
     CSX29,034+21$2,246
VANGUARD INDEX FDS (VTI) 13,817 +1,260 $2,074
     VTI13,817+1,260$2,074
FIRST TR LRGE CP CORE ALPHA (FEX) 33,533 +527 $2,054
     FEX33,533+527$2,054
ISHARES TR (IJR) 25,773 -305 $2,018
     IJR25,773-305$2,018
ISHARES TR (IEI) 15,891 +13 $1,998
     IEI15,891+13$1,998
PROCTER AND GAMBLE CO 17,694 +58 $1,940
     PG17,694+58$1,940
SPDR SERIES TRUST (SPYG) 47,454 +6,923 $1,838
     SPYG47,454+6,923$1,838
ISHARES TR (EFAV) 21,453 -989 $1,558
     EFAV21,453-989$1,558
BOEING CO 4,258 +115 $1,550
     BA4,258+115$1,550
VANGUARD INDEX FDS (VNQ) 17,539 +1,845 $1,533
     VNQ17,539+1,845$1,533
FIRST TR VALUE LINE DIVID IN (FVD) 45,139 +5,204 $1,523
     FVD45,139+5,204$1,523
VANGUARD INDEX FDS (VTV) 13,349 +1,379 $1,481
     VTV13,349+1,379$1,481
JOHNSON & JOHNSON 10,404 -859 $1,449
     JNJ10,404-859$1,449
VISA INC 8,266 +13 $1,435
     V8,266+13$1,435
WALMART INC 12,908 +24 $1,426
     WMT12,908+24$1,426
AT&T INC 42,306 +1,932 $1,418
     T42,306+1,932$1,418
VANGUARD INDEX FDS (VOE) 12,616 +679 $1,405
     VOE12,616+679$1,405
PARKER HANNIFIN CORP 8,247 +32 $1,402
     PH8,247+32$1,402
JPMORGAN CHASE & CO 12,254 +266 $1,370
     JPM12,254+266$1,370
ISHARES TR (HDV) 14,437 +724 $1,364
     HDV14,437+724$1,364
FACEBOOK INC 6,974 +29 $1,346
     FB6,974+29$1,346
JANUS DETROIT STR TR 26,711 -1,680 $1,333
     VNLA26,711-1,680$1,333
ISHARES TR (EFA) 19,957 +1,007 $1,312
     EFA19,957+1,007$1,312
ISHARES TR (DGRO) 34,079 +148 $1,302
     DGRO34,079+148$1,302
FS KKR CAPITAL CORP 216,009 +216,009 $1,287
     FSK216,009+216,009$1,287
FIRST TR EXCHANGE TRADED FD (EMLP) 50,529 +6 $1,271
     EMLP50,529+6$1,271
VANGUARD INDEX FDS (VBR) 9,609 +912 $1,254
     VBR9,609+912$1,254
FIRST TR EXCH TRD ALPHA FD I (FDT) 22,925 -72 $1,237
     FDT22,925-72$1,237
ISHARES INC (EEMV) 20,938 +1,288 $1,232
     EEMV20,938+1,288$1,232
VANGUARD WORLD FDS (VAW) 9,574 +92 $1,227
     VAW9,574+92$1,227
ISHARES TR (IYLD) 47,490 -618 $1,193
     IYLD47,490-618$1,193
HIGHLAND INCOME FUND (HFRO) 85,939 -7,242 $1,189
     HFRO85,939-7,242$1,189
EXXON MOBIL CORP      $1,178
     XOM15,758-69$1,208
     Put9,000UNCH$30
PIMCO ETF TR (MINT) 11,517 +847 $1,172
     MINT11,517+847$1,172

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 06/30/2019: $216,868
At 03/31/2019: $205,625

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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