Cedar Brook Financial Partners, LLC

données du 30/09/2024

Capitalisation

$ 698.121 K -94.75 %

Période de détention moyenne

20 ans

Performance

$ 162.238 M 66.71 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Cedar Brook Financial Partners, LLC

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2024/09/30 ADP AUTOMATIC DATA PROCESSING IN 40.15% 280.327 K $ 1013 2020/12/31 50.585 K $ 17.20 %
2024/09/30 MSFT MICROSOFT CORP 30.82% 215.150 K $ 500 2018/12/31 -110.371 K $ -5.91 %
2024/09/30 META META PLATFORMS INC 29.03% 202.644 K $ 354 2018/12/31 109.093 K $ 13.44 %
2024/09/30 BCS BARCLAYS PLC 0.00% 0.000 $ 0 2022/09/30 0.000 $ 0.00 %
2024/09/30 LLY ELI LILLY & CO 0.00% 0.000 $ 0 2020/09/30 0.000 $ 0.00 %
2024/09/30 PGR PROGRESSIVE CORP 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2024/09/30 AZN ASTRAZENECA PLC 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2024/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2024/09/30 MRK MERCK & CO INC 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2024/09/30 JNJ JOHNSON & JOHNSON 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2024/09/30 SAP SAP SE 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2024/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2024/09/30 BND VANGUARD BD INDEX FDS 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2024/09/30 ADBE ADOBE INC 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2024/09/30 AMAT APPLIED MATLS INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/09/30 AVGO BROADCOM INC 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2024/09/30 JPM JPMORGAN CHASE & CO. 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2024/09/30 NVDA NVIDIA CORPORATION 0.00% 0.000 $ 0 2020/03/31 0.000 $ 0.00 %
2024/09/30 UNH UNITEDHEALTH GROUP INC 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2024/09/30 XOM EXXON MOBIL CORP 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2024/09/30 AMZN AMAZON COM INC 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2024/09/30 AAPL APPLE INC 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2024/09/30 SHEL SHELL PLC 0.00% 0.000 $ 0 2023/09/30 0.000 $ 0.00 %
2024/09/30 NFLX NETFLIX INC 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2024/09/30 V VISA INC 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2024/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2024/09/30 GOOGL ALPHABET INC 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2024/09/30 TDG TRANSDIGM GROUP INC 0.00% 0.000 $ 0 2021/06/30 0.000 $ 0.00 %
2024/09/30 GOOG ALPHABET INC 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %