Cedar Point Capital Partners, LLC Purchases in Q4 2024

Cedar Point Capital Partners, LLC

  • $148 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
31.5K
+ 15.23%
$46.07 - $48.17 $1.45M - $1.52M
238K $11B
GLDM
World Gold Trust

ETFs
7.66K
+ 7.85%
$50.76 - $55.23 $389K - $423K
105K $5.47B
FLDR
Fidelity Merrimack Str Tr Low

ETFs
7.93K
+ 5.56%
$49.93 - $50.24 $396K - $399K
151K $7.52B
GOOGL
Alphabet Inc.

Communication Services
1.25K
New
$161.86 - $196.66 $202K - $246K
1.25K $237M
WFC
Wells Fargo & Company

Financial Services
3.33K
New
$54.98 - $77.35 $183K - $258K
3.33K $234M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
134
+ 0.31%
$70.54 - $79.61 $9.45K - $10.7K
43.2K $3.28B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.27K
+ 7.03%
$49.74 - $50.43 $212K - $215K
65K $3.24B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
701
+ 2.88%
$111.85 - $120.71 $78.4K - $84.6K
25K $2.88B
AAPL
Apple Inc.

Technology
56
+ 0.83%
$221.69 - $259.02 $12.4K - $14.5K
6.81K $1.7B
IAUM
I Shares Gold Trust Micro

ETFs
4.48K
+ 19.93%
$25.56 - $27.81 $114K - $125K
27K $705M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.55K
+ 5.9%
$50.02 - $51.24 $178K - $182K
63.7K $3.2B
VONG
Vanguard Russell 1000 Growth E

ETFs
878
+ 40.86%
$95.27 - $107.82 $83.6K - $94.7K
3.03K $313M
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.63K
+ 51.03%
$40.15 - $42.9 $106K - $113K
7.78K $314M
FVAL
Fidelity Covington Tr Value Fa

ETFs
787
+ 1.53%
$60.19 - $64.39 $47.4K - $50.7K
52.3K $3.22B
NVDA
Nvidia Corp

Technology
140
+ 2.38%
$117.0 - $148.88 $16.4K - $20.8K
6.03K $809M
ROK
Rockwell Automation, Inc

Industrials
255
+ 29.62%
$264.65 - $302.92 $67.5K - $77.2K
1.12K $319M
VEA
Vanguard Ftse Developed Market

ETFs
2.27K
+ 44.66%
$47.57 - $52.44 $108K - $119K
7.36K $352M
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.53K
+ 9.1%
$40.75 - $44.85 $62.3K - $68.6K
18.3K $754M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.58K
+ 3.38%
$77.86 - $79.27 $123K - $126K
48.5K $3.78B
AMZN
Amazon Com Inc

Consumer Cyclical
57
+ 4.31%
$180.88 - $232.93 $10.3K - $13.3K
1.38K $303M
MSFT
Microsoft Corp

Technology
141
+ 5.92%
$406.35 - $454.46 $57.3K - $64.1K
2.52K $1.06B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
500
+ 18.8%
$96.64 - $101.23 $48.3K - $50.6K
3.16K $306M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.04K
+ 6.37%
$44.87 - $46.86 $91.7K - $95.7K
34.1K $1.53B
MUB
Ishares National Muni Bond ETF

ETFs
718
+ 3.11%
$105.78 - $108.7 $76K - $78K
23.8K $2.54B
FLMI
Franklin Dynamic Municipal Bon

ETFs
1.94K
+ 5.31%
$24.42 - $25.06 $47.3K - $48.5K
38.4K $937M
META
Meta Platforms, Inc.

Communication Services
19
+ 2.65%
$554.08 - $632.68 $10.5K - $12K
736 $431M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
75
+ 3.4%
$442.29 - $483.08 $33.2K - $36.2K
2.28K $1.03B
FNDX
Schwab Fundamental U S Large C

ETFs
291K
+ 203.56%
$23.49 - $71.77 $6.84M - $20.9M
434K $10.3B
YLD
Principal Exchange Traded Fds

ETFs
4.37K
+ 2.28%
$19.17 - $19.61 $83.7K - $85.7K
196K $3.76B
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
+ 2.3%
$481.22 - $538.17 $4.81K - $5.38K
444 $227M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 2.04%
$873.59 - $994.69 $4.37K - $4.97K
250 $229M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
74
+ 0.75%
$128.97 - $141.41 $9.54K - $10.5K
9.88K $1.29B
VTV
Vanguard Value ETF

ETFs
39
+ 2.29%
$168.32 - $181.87 $6.56K - $7.09K
1.74K $294M
FNDA
Schwab Fundamental U S Small C

ETFs
19.6K
+ 99.48%
$29.26 - $59.11 $574K - $1.16M
39.4K $1.17B
TPIC
Tpi Composites, Inc

Industrials
10K
+ 100.0%
$1.2 - $4.92 $12K - $49.2K
20K $37.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
13
+ 0.36%
$80.13 - $83.77 $1.04K - $1.09K
3.59K $288M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
1.77K
+ 5.63%
$47.66 - $51.84 $84.1K - $91.5K
33.1K $1.59B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.2K
+ 5.89%
$79.93 - $88.06 $96K - $106K
21.6K $1.73B
JPEM
Jp Morgan Diversified Return

ETFs
811
+ 3.28%
$51.88 - $57.84 $42.1K - $46.9K
25.5K $1.32B
VFQY
Vanguard Wellington Fd U S Qua

ETFs
267
+ 0.39%
$139.44 - $150.37 $37.2K - $40.1K
68.2K $9.61B
DFIV
Dimensional ETF Tr

ETFs
5.18K
+ 2.57%
$34.86 - $37.97 $180K - $197K
207K $7.33B
EFG
Msci Eafe Growth ETF

ETFs
2.08K
+ 2.91%
$96.83 - $106.88 $202K - $223K
73.8K $7.14B
Activity Summary
Buys All Purchases 43 New Holdings 2 Increased Positions 41 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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