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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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