In This Article:
Investment company Cedar Brook Financial Partners, LLC (Current Portfolio) buys InvenTrust Properties Corp, Schwab 1000 Index ETF, Vanguard Total World Stock ETF, Uber Technologies Inc, VanEck Morningstar Global Wide Moat ETF, sells Lincoln Electric Holdings Inc, FT Cboe Vest U.S. Equity Buffer ETF - May, iShares 1-3 Year Treasury Bond ETF, iShares iBonds Dec 2022 Term Muni Bond ETF, Dominion Energy Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Cedar Brook Financial Partners, LLC. As of 2021Q4, Cedar Brook Financial Partners, LLC owns 379 stocks with a total value of $390 million. These are the details of the buys and sells.
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New Purchases: IVT, UBER, XBI, FNOV, SO, CVS, FSMB, ISTB, ABBV, RSP, VLUE, CION, AMAT, SDY, BBIN, SDVY, OCSL, MRVL, FNDF, BBUS, BIL, COP, IVW, EOG, EXC, FNX, IEF, JNK, GDDY, KR, ZTS, LIT, WM, MET, IXG, JSMD, APD, USIG, DES, CIBR, EVTC, PDI, BUD, YUM, VLO, UL, ROK, ACN, ABCL, TUEM,
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Added Positions: SCHD, SCHK, VT, GOAT, IVV, AAPL, DFND, VTV, RDVY, XMHQ, INDS, GOOG, VV, IQLT, QLS, SPTL, FVD, MTUM, SCHG, SPY, VB, MSFT, PFE, DINT, FMB, LRGF, VUG, FB, DLS, KXI, QQQ, QUAL, RXI, TLT, VIG, VIGI, SCHO, SCHZ, IHI, IJH, IOO, OEF, VYMI, GOOGL, NFLX, IWF, IWR, JXI, QTEC, VCIT, VTI, AMZN, AME, BRK.B, COST, MCD, MDT, PM, BABA, FDN, IEMG, LQD, MBB, VBR, AFL, MO, BAC, CME, CSCO, CMCSA, LLY, INTU, LNC, MMC, PG, TSM, TGT, UBS, TDG, GM, COIN, ARKK, BNDX, DVYE, EFV, FNDX, FPXI, FTLS, HYG, IAGG, IEFA, INTF, IXJ, IXN, JKE, LDUR, MUB, QQQJ, SCHV, USHY, VEA, VO, PLD, ASML, T, ABT, AZN, ADP, BTI, FIS, CVX, CCI, EQIX, XOM, NEE, GE, GILD, GS, HT, HD, HON, IBM, INTC, KEY, SPGI, NKE, ORCL, PPL, PH, PRU, SAP, CRM, SBUX, TMO, TTE, UNP, RTX, UNH, TFSL, DAL, LLNW, ATHX, AVGO, NCLH, HEXO, AOM, IGIB, DGRO, EFAV, EMGF, FAB, FPX, FXG, FXH, GSEW, IEUR, IGF, IJR, IPAC, SCHA, SCHM, SCHP, SCHX, SHYG, SMH, SMLF, TIP, VBK, VGT, VONG, VWO, VYM, XLK, ABB, ATVI, AXP, AMGN, ADI, CLF, VALE, LHX, HBAN, ICE, KLAC, LMT, MS, PNC, ROST, SGEN, DFS, FSK, VRAY, XHR, BOND, DVY, EMLP, FTA, HDV, MJ, QYLD, REET, SCHB, SCZ, SJNK, VCR, VEU, VOO, VPU, VSGX, VTIP, XLI,
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Reduced Positions: FMAY, SHY, MOTI, IDV, EEMV, MOAT, FEM, PYPL, TSLA, LGLV, LMBS, BIV, IYLD, QCOM, XLE, SCHE, JNJ, MINT, FEX, VHT, VCSH, V, MA, F, ITB, SPYG, ICLN, IBDN, VDC, FPE, CFO, VSS, MGK, BFK, ETN, NVDA, PEP, PGR, TJX, DIS, WST, CFG, AGG, BND, ADBE, EEM, BLK, AON, BBVA, KO, VTEB, DHR, SPLV, MCO, VZ, EVN, FMN, FXO, DFAC,
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Sold Out: LECO, D, IBMK, IBDM, HCI, JPST, RGEN, MPC, ITA, SHV, WTMF, PHG, CRTX, EMB, IWO,