The Analysis of Cedar Point Capital Partners, LLC's Holdings


Currently, Cedar Point Capital Partners, LLC holds 66 types of securities in its portfolio with a total value $152.5M. In the most recent quarter, they have increased their positions in HMOP (+63.5K shares, valued at $2.5M), TSLA (+512 shares, valued at $227.7K), VOO (+332 shares, valued at $203.3K); decreased their positions in MGK (-212 shares, valued at $85.3K), NVDA (-370 shares, valued at $69.0K), ONEQ (-478 shares, valued at $42.6K); initiated new positions in HMOP (+63.5K shares, valued at $2.5M), TSLA (+512 shares, valued at $227.7K), VOO (+332 shares, valued at $203.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MGK VANGUARD WORLD FD30.4K shares-0.69%2025-09-302025-10-22history
FNDX SCHWAB STRATEGIC TR423.8K shares1.40%2025-09-302025-10-22history
DFUS DIMENSIONAL ETF TRUST150.5K shares0.51%2025-09-302025-10-22history
VFQY VANGUARD WELLINGTON FD69.0K shares1.38%2025-09-302025-10-22history
JCPB J P MORGAN EXCHANGE TRADED F197.0K shares1.49%2025-09-302025-10-22history
DFAS DIMENSIONAL ETF TRUST120.2K shares1.00%2025-09-302025-10-22history
DFIV DIMENSIONAL ETF TRUST176.9K shares1.29%2025-09-302025-10-22history
VWO VANGUARD INTL EQUITY INDEX F125.7K shares0.70%2025-09-302025-10-22history
Sponsored
GLDM WORLD GOLD TR81.0K shares0.81%2025-09-302025-10-22history
FLDR FIDELITY MERRIMACK STR TR120.2K shares2.60%2025-09-302025-10-22history
ONEQ FIDELITY COMWLTH TR45.1K shares-1.05%2025-09-302025-10-22history
FVAL FIDELITY COVINGTON TRUST57.6K shares2.65%2025-09-302025-10-22history
GSLC GOLDMAN SACHS ETF TR27.2K shares2.33%2025-09-302025-10-22history
SMMU PIMCO ETF TR63.1K shares1.71%2025-09-302025-10-22history
JMUB J P MORGAN EXCHANGE TRADED F61.4K shares0.88%2025-09-302025-10-22history
YLD PRINCIPAL EXCHANGE TRADED FD156.7K shares1.10%2025-09-302025-10-22history
Sponsored
VCSH VANGUARD SCOTTSDALE FDS37.5K shares1.49%2025-09-302025-10-22history
HMOP HARTFORD FDS EXCHANGE TRADED63.5K sharesnew addition2025-09-302025-10-22history
MUNI PIMCO ETF TR46.7K shares6.49%2025-09-302025-10-22history
PXF INVESCO EXCH TRADED FD TR II36.7K shares1.90%2025-09-302025-10-22history
VIGI VANGUARD WHITEHALL FDS24.3K shares3.73%2025-09-302025-10-22history
VFMF VANGUARD WELLINGTON FD12.1K shares1.42%2025-09-302025-10-22history
JPEM J P MORGAN EXCHANGE TRADED F29.3K shares4.31%2025-09-302025-10-22history
AAPL APPLE INC6.7K shares-2.08%2025-09-302025-10-22history
Sponsored
IAUM ISHARES GOLD TR38.6K shares6.11%2025-09-302025-10-22history
FNDA SCHWAB STRATEGIC TR46.1K shares5.59%2025-09-302025-10-22history
FLSP FRANKLIN TEMPLETON ETF TR53.4K shares9.15%2025-09-302025-10-22history
DFAC DIMENSIONAL ETF TRUST32.3K shares0.00%2025-09-302025-10-22history
BRK.B BERKSHIRE HATHAWAY INC DEL2.3K shares-3.47%2025-09-302025-10-22history
MSFT MICROSOFT CORP2.2K shares-0.82%2025-09-302025-10-22history
NVDA NVIDIA CORPORATION5.8K shares-6.02%2025-09-302025-10-22history
FLMI FRANKLIN TEMPLETON ETF TR39.5K shares4.67%2025-09-302025-10-22history
Sponsored
VTI VANGUARD INDEX FDS3.0K shares-0.34%2025-09-302025-10-22history
FBND FIDELITY MERRIMACK STR TR21.0K shares1.41%2025-09-302025-10-22history
ILCG ISHARES TR8.6K shares0.34%2025-09-302025-10-22history
FSMD FIDELITY COVINGTON TRUST18.4K shares2.68%2025-09-302025-10-22history
ILCV ISHARES TR8.9K shares1.96%2025-09-302025-10-22history
DE DEERE & CO1.7K shares0.00%2025-09-302025-10-22history
SPDW SPDR INDEX SHS FDS16.0K shares3.78%2025-09-302025-10-22history
SLQD ISHARES TR11.0K shares0.64%2025-09-302025-10-22history
Sponsored
META META PLATFORMS INC753 shares-0.53%2025-09-302025-10-22history
CDW CDW CORP2.7K shares0.00%2025-09-302025-10-22history
VB VANGUARD INDEX FDS1.6K shares-0.69%2025-09-302025-10-22history
ROK ROCKWELL AUTOMATION INC1.1K shares0.00%2025-09-302025-10-22history
ADM ARCHER DANIELS MIDLAND CO6.6K shares0.00%2025-09-302025-10-22history
VEA VANGUARD TAX-MANAGED FDS6.5K shares-4.97%2025-09-302025-10-22history
GOOGL ALPHABET INC1.5K shares0.55%2025-09-302025-10-22history
VCIT VANGUARD SCOTTSDALE FDS4.2K shares3.61%2025-09-302025-10-22history
Sponsored
AGG ISHARES TR3.4K shares4.08%2025-09-302025-10-22history
VTV VANGUARD INDEX FDS1.8K shares1.06%2025-09-302025-10-22history
AMZN AMAZON COM INC1.5K shares-6.45%2025-09-302025-10-22history
VONG VANGUARD SCOTTSDALE FDS2.7K shares-7.15%2025-09-302025-10-22history
PRF INVESCO EXCHANGE TRADED FD T6.8K shares-2.09%2025-09-302025-10-22history
IVV ISHARES TR451 shares0.00%2025-09-302025-10-22history
KO COCA COLA CO4.5K shares-2.52%2025-09-302025-10-22history
QQQ INVESCO QQQ TR475 shares-1.86%2025-09-302025-10-22history
Sponsored
PULS PGIM ETF TR5.6K shares4.41%2025-09-302025-10-22history
WFC WELLS FARGO CO NEW3.3K shares-0.75%2025-09-302025-10-22history
SPSB SPDR SERIES TRUST9.1K shares5.10%2025-09-302025-10-22history
NEE NEXTERA ENERGY INC3.4K shares-10.77%2025-09-302025-10-22history
EFA ISHARES TR2.7K shares0.00%2025-09-302025-10-22history
LNT ALLIANT ENERGY CORP3.6K shares0.00%2025-09-302025-10-22history
COST COSTCO WHSL CORP NEW257 shares0.00%2025-09-302025-10-22history
DFAX DIMENSIONAL ETF TRUST7.4K shares0.00%2025-09-302025-10-22history
Sponsored
TSLA TESLA INC512 sharesnew addition2025-09-302025-10-22history
VOO VANGUARD INDEX FDS332 sharesnew addition2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available