Cedar Point Capital Partners, LLC Portfolio Holdings

Cedar Point Capital Partners, LLC

  • $146 Billion
  • Q3 2024

Cedar Point Capital Partners, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $146 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental U S Large C with a value of $10.3B, Vanguard Mega Cap Growth ETF with a value of $10.3B, J P Morgan Exchange Traded Fd with a value of $9.97B, Vanguard Wellington Fd U S Qua with a value of $9.71B, and Dimensional ETF Tr U S Equity with a value of $9.7B.

Examining the 13F form we can see an increase of $11.9B in the current position value, from $134B to 146B.

Cedar Point Capital Partners, LLC is based out at Cedar Rapids, IA

Below you can find more details about Cedar Point Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $146 Billion
ETFs: $137 Billion
Technology: $3.31 Billion
Financial Services: $1.01 Billion
Industrials: $945 Million
Consumer Defensive: $938 Million
Utilities: $712 Million
Communication Services: $410 Million
Consumer Cyclical: $247 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62T
$1.57 Billion 1.08% of portfolio
6,749
Q3 2024 Added 1.09%
$587B
$1.01 Billion 0.7% of portfolio
2,203
Q3 2024 Added 0.69%
$3.03T
$1.02 Billion 0.7% of portfolio
2,382
Q3 2024 Added 0.08%
-
$832 Million 0.57% of portfolio
-
Q3 2024 Reduced 2.01%
$331B
$715 Million 0.49% of portfolio
5,886
Q3 2024 Added 4.83%
$122B
$668 Million 0.46% of portfolio
1,601
Q3 2024 Reduced 1.23%
$156B
$422 Million 0.29% of portfolio
4,991
Q2 2024 Added 0.97%
$1.27T
$410 Million 0.28% of portfolio
717
Q3 2024 Added 0.42%
$30.3B
$393 Million 0.27% of portfolio
6,571
Q4 2023 New
$282B
$329 Million 0.23% of portfolio
4,573
Q3 2024 Reduced 1.3%
$1.9T
$247 Million 0.17% of portfolio
1,324
Q3 2024 Added 4.42%
$30.8B
$231 Million 0.16% of portfolio
861
Q3 2024 Reduced 41.86%
$387B
$217 Million 0.15% of portfolio
245
Q2 2024 New
$15.1B
$222 Million 0.15% of portfolio
3,662
Q3 2024 New
$127M
$45.5 Million 0.03% of portfolio
10,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $146 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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