HoldingsChannel.com
Cedar Brook Financial Partners LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 24,411 +13,205 $7,287
     IVV24,411+13,205$7,287
APPLE INC 31,566 -25,903 $7,070
     AAPL31,566-1,648$7,070
SPDR S&P 500 ETF TR (SPY) 15,444 -505 $4,583
     SPY15,444-505$4,583
ISHARES TR (USMV) 70,238 +23,351 $4,502
     USMV70,238+23,351$4,502
VANGUARD TAX MANAGED INTL FD (VEA) 93,803 +71,468 $3,853
     VEA93,803+71,468$3,853
FORTUNE BRANDS HOME & SEC IN 63,958 UNCH $3,498
     FBHS63,958UNCH$3,498
ISHARES TR (ITOT) 46,040 +46,040 $3,088
     ITOT46,040+46,040$3,088
AMAZON COM INC 1,741 -92 $3,022
     AMZN1,741-92$3,022
VANGUARD GROUP (VIG) 24,565 -2,922 $2,938
     VIG24,565-2,922$2,938
BERKSHIRE HATHAWAY INC DEL      $2,808
     BRK.B13,498-1,130$2,808
INVESCO QQQ TR 14,571 +289 $2,751
     QQQ14,571+289$2,751
LINCOLN ELEC HLDGS INC 29,742 -121 $2,580
     LECO29,742-121$2,580
MICROSOFT CORP 17,943 -554 $2,495
     MSFT17,943-554$2,495
VANGUARD INDEX FDS (VTI) 16,158 +2,341 $2,440
     VTI16,158+2,341$2,440
WISDOMTREE TR 37,499 +1,603 $2,382
     DLS37,499+1,603$2,382
XENIA HOTELS & RESORTS INC 108,735 -774 $2,296
     XHR108,735-774$2,296
PROCTER & GAMBLE CO 17,868 +174 $2,222
     PG17,868+174$2,222
FIRST TR EXCH TRD ALPHA FD I (FEM) 91,531 -7,280 $2,155
     FEM91,531-7,280$2,155
FIRST TR EXCHANGE TRADED FD (FV) 69,494 -7,919 $2,056
     FV69,494-7,919$2,056
ISHARES TR (IJR) 25,195 -578 $1,961
     IJR25,195-578$1,961
CSX CORP 28,089 -945 $1,946
     CSX28,089-945$1,946
ISHARES TR (IJH) 9,831 -14,552 $1,900
     IJH9,831-14,552$1,900
ISHARES INC (IEMG) 38,463 +27,028 $1,885
     IEMG38,463+27,028$1,885
FIRST TR VALUE LINE DIVID IN (FVD) 53,402 +8,263 $1,862
     FVD53,402+8,263$1,862
VANGUARD INDEX FDS (VNQ) 18,355 +816 $1,712
     VNQ18,355+816$1,712
ISHARES TR (EFAV) 22,658 +1,205 $1,660
     EFAV22,658+1,205$1,660
BOEING CO 4,260 +2 $1,621
     BA4,260+2$1,621
PARKER HANNIFIN CORP 8,927 +680 $1,612
     PH8,927+680$1,612
AT&T INC 42,575 +269 $1,611
     T42,575+269$1,611
FIRST TR LRGE CP CORE ALPHA (FEX) 25,451 -8,082 $1,550
     FEX25,451-8,082$1,550
WALMART INC 12,979 +71 $1,540
     WMT12,979+71$1,540
VANGUARD INDEX FDS (VOE) 13,308 +692 $1,504
     VOE13,308+692$1,504
SCHWAB STRATEGIC TR 26,478 +9,905 $1,450
     SCHD26,478+9,905$1,450
VANGUARD INDEX FDS (VTV) 12,919 -430 $1,442
     VTV12,919-430$1,442
JPMORGAN CHASE & CO 12,107 -147 $1,425
     JPM12,107-147$1,425
VANGUARD INDEX FDS (VO) 8,346 +4,545 $1,399
     VO8,346+4,545$1,399
ISHARES TR (HDV) 14,784 +347 $1,392
     HDV14,784+347$1,392
ISHARES TR (DGRO) 34,760 +681 $1,360
     DGRO34,760+681$1,360
SCHWAB STRATEGIC TR 18,585 +4,986 $1,318
     SCHX18,585+4,986$1,318
ISHARES TR (IXN) 7,104 +4,114 $1,314
     IXN7,104+4,114$1,314
SPDR SERIES TRUST (SPTL) 31,480 +2,305 $1,292
     SPTL31,480+2,305$1,292
VANGUARD WHITEHALL FDS INC (VYM) 14,052 +745 $1,247
     VYM14,052+745$1,247
FIRST TR EXCHANGE TRADED FD (FTCS) 21,890 +3,918 $1,243
     FTCS21,890+3,918$1,243
FIRST TR EXCHANGE TRADED FD (EMLP) 48,469 -2,060 $1,240
     EMLP48,469-2,060$1,240
FACEBOOK INC 6,911 -63 $1,231
     FB6,911-63$1,231
ISHARES TR (IYLD) 48,725 +1,235 $1,217
     IYLD48,725+1,235$1,217
VANGUARD WORLD FDS (VAW) 9,573 -1 $1,210
     VAW9,573-1$1,210
SYSCO CORP 15,061 +9 $1,196
     SYY15,061+9$1,196
ISHARES INC (EEMV) 20,928 -10 $1,195
     EEMV20,928-10$1,195
ISHARES TR (EFA) 18,304 -1,653 $1,194
     EFA18,304-1,653$1,194

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 09/30/2019: $226,769
At 06/30/2019: $216,868

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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