test

Bridget Davis

@Cedar Point Capital Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$147.762MTotal holdings62
Assets growth rate1.47%Assets growth rate (2-Q avg)5.21%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cedar Point Capital Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 62 positions.

Assets under management

The assets under management (AUM) of Cedar Point Capital Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 147.762M in assets, with a quarterly growth rate of 1.47% and a 2-quarter average growth rate of 5.21%. The portfolio is managed by Bridget Davis, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VIGIVanguard Whitehall Fds
Recent Activity
Increased 5.9%
1.17%
$1.727M
21,588 shares@ $80.0 avg price
AAPLApple Inc
Recent Activity
Increased 0.83%
1.16%
$1.704M
6,805 shares@ $250.43 avg price
PXFInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 5.63%
1.08%
$1.587M
33,131 shares@ $47.9 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 6.37%
1.04%
$1.532M
34,139 shares@ $44.88 avg price
JPEMJ P Morgan Exchange Traded F
Recent Activity
Increased 3.29%
0.9%
$1.325M
25,534 shares@ $51.89 avg price
VFMFVanguard Wellington Fd
Recent Activity
Increased 0.76%
0.88%
$1.29M
9,880 shares@ $130.59 avg price
FNDASchwab Strategic Tr
Recent Activity
Increased 99.49%
0.8%
$1.169M
39,360 shares@ $29.7 avg price
SLQDIshares Tr
Recent Activity
Decreased -0.1%
0.77%
$1.131M
22,741 shares@ $49.75 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 5.92%
0.72%
$1.063M
2,523 shares@ $421.51 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 3.41%
0.7%
$1.033M
2,278 shares@ $453.29 avg price