Cedar Wealth Management
Latest statistics and disclosures from Cedar Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, SCHD, IDHQ, ESGV, PM, and represent 49.54% of Cedar Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPGP (+$6.7M), IDHQ (+$5.9M), SCHD, XLG, SCHA, VUG, SPLG, IWV, OXY, VOO.
- Started 91 new stock positions in AXP, VRTX, RELX, IDXX, UPS, ADI, WDAY, RUM, SNPS, MMC.
- Reduced shares in these 10 stocks: VIGI (-$5.4M), ESGV, MO, PM, SCHZ, SPSM, XLV, VCSH, SCHO, FNDX.
- Sold out of its positions in ADM, BATRA, Aurora Cannabis, BAX, FAZ, EFX, GPC, HSY, UUP, SCJ.
- Cedar Wealth Management was a net buyer of stock by $12M.
- Cedar Wealth Management has $304M in assets under management (AUM), dropping by 20.19%.
- Central Index Key (CIK): 0001665642
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Portfolio Holdings for Cedar Wealth Management
Cedar Wealth Management holds 345 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 18.0 | $55M | 211k | 259.90 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 12.0 | $36M | +9% | 452k | 80.63 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 7.9 | $24M | +32% | 782k | 30.67 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 6.4 | $19M | -15% | 208k | 93.19 |
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| Philip Morris International (PM) | 5.3 | $16M | -5% | 175k | 91.62 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 5.0 | $15M | +78% | 143k | 106.49 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 3.3 | $9.9M | +32% | 236k | 42.13 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 3.2 | $9.7M | 302k | 31.95 |
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| Altria (MO) | 2.4 | $7.2M | -19% | 166k | 43.62 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.8 | $5.3M | +23% | 18k | 300.08 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.6 | $4.8M | +17% | 80k | 60.42 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.5 | $4.5M | 67k | 67.34 |
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| Mondelez Intl Cl A (MDLZ) | 1.1 | $3.5M | 49k | 70.00 |
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| Amazon (AMZN) | 1.1 | $3.4M | 19k | 180.38 |
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| Ishares Msci Jpn Etf New (EWJ) | 1.1 | $3.2M | -3% | 45k | 71.35 |
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| Flexshares Tr Hig Yld Vl Etf (HYGV) | 1.0 | $3.1M | +4% | 76k | 41.11 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.9 | $2.7M | +285% | 55k | 49.24 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $2.7M | +37% | 5.6k | 480.66 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.9 | $2.7M | -17% | 35k | 77.31 |
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| Servisfirst Bancshares (SFBS) | 0.8 | $2.5M | +3% | 38k | 66.36 |
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| Microsoft Corporation (MSFT) | 0.8 | $2.4M | +25% | 5.8k | 420.75 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.7 | $2.2M | -19% | 45k | 48.21 |
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| Select Sector Spdr Tr Energy (XLE) | 0.7 | $2.1M | 23k | 94.41 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.7 | $2.0M | 26k | 75.98 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.6 | $1.9M | -30% | 42k | 46.00 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.8M | +5% | 12k | 150.93 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $1.6M | -27% | 11k | 147.73 |
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| Wisdomtree Tr Euro Qtly Div Gr (EUDG) | 0.5 | $1.6M | 49k | 32.66 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $1.5M | +2% | 27k | 58.06 |
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| Apple (AAPL) | 0.5 | $1.5M | +15% | 8.7k | 171.48 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.4M | 3.3k | 444.05 |
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| Us Bancorp Del Com New (USB) | 0.5 | $1.4M | +4% | 32k | 44.70 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $1.4M | NEW | 4.1k | 344.20 |
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| Ishares Tr Exponential Tech (XT) | 0.4 | $1.3M | 21k | 59.62 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $1.2M | 15k | 81.43 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $1.2M | 4.8k | 247.39 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $1.1M | +16% | 12k | 92.72 |
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| Agf Invts Tr Us Market Netrl (BTAL) | 0.3 | $1.1M | +43% | 59k | 18.02 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $1.1M | NEW | 17k | 61.53 |
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| Meta Platforms Cl A (META) | 0.3 | $997k | -5% | 2.1k | 485.58 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $972k | +2% | 20k | 47.89 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $944k | +41% | 7.8k | 120.99 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.3 | $904k | 22k | 41.07 |
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| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.3 | $869k | -10% | 33k | 26.09 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.3 | $865k | 25k | 34.88 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $839k | 20k | 41.08 |
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| Perrigo SHS (PRGO) | 0.3 | $814k | 25k | 32.19 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.3 | $795k | +3% | 19k | 42.42 |
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| Ishares Msci Cda Etf (EWC) | 0.3 | $791k | -9% | 21k | 38.28 |
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| Occidental Petroleum Corporation (OXY) | 0.3 | $779k | +199700% | 12k | 64.99 |
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| Ford Motor Company (F) | 0.2 | $757k | -16% | 57k | 13.28 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $751k | -25% | 3.6k | 205.72 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $713k | +38% | 735.00 | 970.47 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $692k | +4326% | 9.6k | 72.36 |
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| At&t (T) | 0.2 | $684k | -18% | 39k | 17.60 |
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| Transocean Registered Shs (RIG) | 0.2 | $680k | 108k | 6.28 |
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| Annaly Capital Management In Com New (NLY) | 0.2 | $665k | -7% | 34k | 19.69 |
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| Grocery Outlet Hldg Corp (GO) | 0.2 | $665k | 23k | 28.78 |
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| Flexshares Tr Qualt Divd Idx (QDF) | 0.2 | $657k | 10k | 65.91 |
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| Barrick Gold Corp (GOLD) | 0.2 | $632k | +10% | 38k | 16.64 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.2 | $619k | -43% | 9.2k | 67.39 |
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| Visa Com Cl A (V) | 0.2 | $617k | -10% | 2.2k | 279.08 |
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| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.2 | $615k | 9.6k | 64.21 |
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| Global E Online SHS (GLBE) | 0.2 | $604k | NEW | 17k | 36.35 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $600k | 1.4k | 420.52 |
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| Pinterest Cl A (PINS) | 0.2 | $555k | -2% | 16k | 34.67 |
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| salesforce (CRM) | 0.2 | $524k | 1.7k | 301.18 |
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| Confluent Class A Com (CFLT) | 0.2 | $523k | NEW | 17k | 30.52 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $513k | -24% | 8.8k | 58.07 |
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| Enterprise Products Partners (EPD) | 0.2 | $490k | +24% | 17k | 29.18 |
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| Twilio Cl A (TWLO) | 0.2 | $472k | +85% | 7.7k | 61.15 |
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| Ishares Msci Aust Etf (EWA) | 0.2 | $470k | -19% | 19k | 24.66 |
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| NVIDIA Corporation (NVDA) | 0.2 | $469k | +5% | 519.00 | 903.56 |
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| Newmont Mining Corporation (NEM) | 0.2 | $457k | +61% | 13k | 35.84 |
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| Amplitude Com Cl A (AMPL) | 0.2 | $456k | -5% | 42k | 10.88 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $448k | 29k | 15.21 |
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| Novagold Res Com New (NG) | 0.1 | $444k | +95% | 148k | 3.00 |
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| Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC) | 0.1 | $439k | NEW | 11k | 38.99 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $414k | +34% | 2.1k | 200.30 |
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| Chevron Corporation (CVX) | 0.1 | $404k | +28% | 2.6k | 157.74 |
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| Rh (RH) | 0.1 | $390k | -39% | 1.1k | 348.26 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $372k | +17% | 711.00 | 523.07 |
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| Eli Lilly & Co. (LLY) | 0.1 | $362k | +5% | 465.00 | 777.96 |
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| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.1 | $361k | +86% | 36k | 10.01 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $360k | +23% | 713.00 | 504.60 |
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| Hashicorp Com Cl A (HCP) | 0.1 | $355k | NEW | 13k | 26.95 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $353k | -93% | 4.3k | 81.53 |
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| Frontier Communications Pare (FYBR) | 0.1 | $328k | 13k | 24.50 |
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| Sunopta (STKL) | 0.1 | $311k | 45k | 6.87 |
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| Johnson & Johnson (JNJ) | 0.1 | $302k | +48% | 1.9k | 158.19 |
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| Verizon Communications (VZ) | 0.1 | $301k | -45% | 7.2k | 41.96 |
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| Proshares Tr Ultrapro Sht Qqq (SQQQ) | 0.1 | $297k | +5% | 28k | 10.48 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $288k | +2% | 3.0k | 94.85 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $281k | 832.00 | 337.22 |
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| FirstEnergy (FE) | 0.1 | $276k | +21% | 7.2k | 38.62 |
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| Carrier Global Corporation (CARR) | 0.1 | $272k | -19% | 4.7k | 58.13 |
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| Goldman Sachs (GS) | 0.1 | $266k | 636.00 | 417.69 |
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| Prologis (PLD) | 0.1 | $264k | +7% | 2.0k | 130.22 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $257k | NEW | 1.2k | 208.27 |
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| Ego (EGO) | 0.1 | $253k | -13% | 18k | 14.07 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $250k | -24% | 1.0k | 249.86 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $240k | 1.9k | 123.18 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $238k | -37% | 5.7k | 42.12 |
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| Starbucks Corporation (SBUX) | 0.1 | $234k | 2.6k | 91.39 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $232k | NEW | 1.0k | 225.92 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $223k | -67% | 2.4k | 94.62 |
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| Apa Corporation (APA) | 0.1 | $221k | NEW | 6.4k | 34.38 |
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| Intel Corporation (INTC) | 0.1 | $221k | +38% | 5.0k | 44.17 |
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| Servicenow (NOW) | 0.1 | $204k | 268.00 | 762.40 |
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| Synovus Finl Corp Com New (SNV) | 0.1 | $198k | -51% | 5.0k | 40.06 |
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| Pfizer (PFE) | 0.1 | $192k | +67% | 6.9k | 27.75 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $190k | +6% | 1.6k | 116.24 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $188k | +7% | 359.00 | 524.34 |
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| Home Depot (HD) | 0.1 | $186k | +91% | 484.00 | 383.74 |
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| Merck & Co (MRK) | 0.1 | $181k | -52% | 1.4k | 131.92 |
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| Abbvie (ABBV) | 0.1 | $181k | -3% | 991.00 | 182.10 |
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| Hercules Technology Growth Capital (HTGC) | 0.1 | $180k | 9.8k | 18.45 |
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| Albemarle Corporation (ALB) | 0.1 | $173k | +50% | 1.3k | 131.74 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $172k | +519% | 942.00 | 182.61 |
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| Nike CL B (NKE) | 0.0 | $147k | +2% | 1.6k | 93.99 |
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| Enbridge (ENB) | 0.0 | $128k | +185% | 3.5k | 36.18 |
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| Tellurian (TELL) | 0.0 | $121k | NEW | 183k | 0.66 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $121k | NEW | 1.6k | 76.19 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $120k | 4.7k | 25.44 |
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| Kenvue (KVUE) | 0.0 | $115k | +34% | 5.4k | 21.46 |
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| Chubb (CB) | 0.0 | $115k | NEW | 443.00 | 259.13 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $114k | -2% | 2.3k | 50.10 |
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| Realty Income (O) | 0.0 | $114k | -40% | 2.1k | 54.10 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $108k | -88% | 2.5k | 43.04 |
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| Costco Wholesale Corporation (COST) | 0.0 | $107k | +2% | 146.00 | 734.03 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $106k | 965.00 | 110.13 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $102k | NEW | 2.4k | 43.36 |
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| Watsco, Incorporated (WSO) | 0.0 | $99k | 230.00 | 431.97 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $99k | +9090% | 1.0k | 97.53 |
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| Microchip Technology (MCHP) | 0.0 | $94k | 1.0k | 89.71 |
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| Ares Capital Corporation (ARCC) | 0.0 | $90k | 4.3k | 20.82 |
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| Advanced Micro Devices (AMD) | 0.0 | $88k | +6% | 487.00 | 180.49 |
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| Honeywell International (HON) | 0.0 | $84k | +1852% | 410.00 | 205.25 |
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| Reliance Steel & Aluminum (RS) | 0.0 | $84k | 250.00 | 334.18 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $83k | +6% | 534.00 | 155.91 |
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| Dollar General (DG) | 0.0 | $79k | 509.00 | 156.02 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $79k | -23% | 602.00 | 131.70 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $78k | +14% | 134.00 | 581.21 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $74k | 1.8k | 41.77 |
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| Applied Materials (AMAT) | 0.0 | $74k | 357.00 | 205.97 |
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| Broadcom (AVGO) | 0.0 | $73k | NEW | 55.00 | 1325.42 |
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| Anthem (ELV) | 0.0 | $73k | 140.00 | 518.54 |
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| Eaton Corp SHS (ETN) | 0.0 | $72k | +23% | 231.00 | 312.68 |
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| Oracle Corporation (ORCL) | 0.0 | $72k | NEW | 573.00 | 125.61 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $72k | 1.6k | 44.40 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $71k | 487.00 | 145.51 |
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| J P Morgan Exchange Traded F Internl Gwt (JIG) | 0.0 | $69k | -66% | 1.1k | 62.97 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $68k | +67% | 475.00 | 142.58 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $67k | -44% | 1.1k | 62.06 |
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| Morgan Stanley Com New (MS) | 0.0 | $64k | +29% | 684.00 | 94.16 |
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| Okta Cl A (OKTA) | 0.0 | $63k | +23% | 598.00 | 104.62 |
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| Cronos Group (CRON) | 0.0 | $60k | NEW | 23k | 2.61 |
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| Truist Financial Corp equities (TFC) | 0.0 | $59k | -6% | 1.5k | 38.98 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $58k | 2.1k | 28.04 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $58k | 500.00 | 115.77 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $58k | +854% | 792.00 | 72.63 |
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| Lam Research Corporation (LRCX) | 0.0 | $56k | +16% | 58.00 | 971.57 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $55k | -11% | 638.00 | 86.48 |
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| Dbx Etf Tr Xtrackers High (HYUP) | 0.0 | $54k | -8% | 1.3k | 41.16 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $53k | -4% | 4.4k | 11.88 |
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| United Parcel Service CL B (UPS) | 0.0 | $51k | NEW | 344.00 | 148.63 |
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| Global Payments (GPN) | 0.0 | $51k | 378.00 | 133.66 |
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| AFLAC Incorporated (AFL) | 0.0 | $50k | NEW | 586.00 | 85.86 |
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| Cisco Systems (CSCO) | 0.0 | $50k | +24% | 1.0k | 49.91 |
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| Stag Industrial (STAG) | 0.0 | $50k | 1.3k | 38.44 |
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| Expedia Group Com New (EXPE) | 0.0 | $49k | NEW | 356.00 | 137.75 |
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| Spirit Airlines (SAVE) | 0.0 | $48k | 9.9k | 4.84 |
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| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $46k | 1.3k | 35.61 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $44k | +21% | 649.00 | 67.75 |
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| Automatic Data Processing (ADP) | 0.0 | $42k | 167.00 | 249.74 |
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| Wal-Mart Stores (WMT) | 0.0 | $41k | +200% | 678.00 | 60.17 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $40k | 561.00 | 70.89 |
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| Southern Company (SO) | 0.0 | $39k | +63% | 545.00 | 71.74 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $38k | NEW | 300.00 | 125.96 |
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| Skyworks Solutions (SWKS) | 0.0 | $37k | +8% | 345.00 | 108.32 |
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| BlackRock (BLK) | 0.0 | $35k | 42.00 | 833.69 |
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| O'reilly Automotive (ORLY) | 0.0 | $35k | +10% | 31.00 | 1128.87 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $34k | 590.00 | 57.57 |
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| Virtus Allianzgi Equity & Conv (NIE) | 0.0 | $33k | 1.5k | 22.39 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $33k | +101% | 336.00 | 96.71 |
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| Moderna (MRNA) | 0.0 | $31k | +45% | 290.00 | 106.56 |
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| Ennis (EBF) | 0.0 | $29k | 1.4k | 20.51 |
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| Cigna Corp (CI) | 0.0 | $29k | NEW | 79.00 | 363.19 |
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| Roper Industries (ROP) | 0.0 | $29k | -16% | 51.00 | 560.98 |
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| Intercontinental Exchange (ICE) | 0.0 | $29k | 208.00 | 137.43 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $28k | +22% | 119.00 | 231.69 |
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| Baidu Spon Adr Rep A (BIDU) | 0.0 | $27k | 260.00 | 105.28 |
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| Primo Water (PRMW) | 0.0 | $27k | NEW | 1.5k | 18.21 |
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| Norfolk Southern (NSC) | 0.0 | $27k | NEW | 107.00 | 254.87 |
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| Kla Corp Com New (KLAC) | 0.0 | $27k | +77% | 39.00 | 698.56 |
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| PennantPark Investment (PNNT) | 0.0 | $27k | 3.9k | 6.88 |
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| Ishares Msci Chile Etf (ECH) | 0.0 | $27k | 1.0k | 26.57 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $27k | +45% | 174.00 | 152.26 |
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| Compass Diversified Sh Ben Int (CODI) | 0.0 | $26k | 1.1k | 24.07 |
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| Bristol Myers Squibb (BMY) | 0.0 | $26k | 474.00 | 54.23 |
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| ConocoPhillips (COP) | 0.0 | $24k | NEW | 188.00 | 127.28 |
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| CVS Caremark Corporation (CVS) | 0.0 | $24k | +445% | 300.00 | 79.76 |
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| Progressive Corporation (PGR) | 0.0 | $24k | NEW | 114.00 | 206.82 |
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| Align Technology (ALGN) | 0.0 | $23k | +16% | 70.00 | 327.91 |
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| Gilead Sciences (GILD) | 0.0 | $23k | -38% | 310.00 | 73.25 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $23k | +25850% | 519.00 | 43.35 |
|
| Dupont De Nemours (DD) | 0.0 | $22k | +101% | 288.00 | 76.67 |
|
| McDonald's Corporation (MCD) | 0.0 | $22k | +16% | 78.00 | 281.95 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $21k | +238% | 61.00 | 346.61 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $21k | 217.00 | 96.73 |
|
|
| McKesson Corporation (MCK) | 0.0 | $21k | NEW | 39.00 | 536.85 |
|
| Plby Group Ord (PLBY) | 0.0 | $21k | 20k | 1.05 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $21k | NEW | 84.00 | 245.93 |
|
| Paychex (PAYX) | 0.0 | $21k | 167.00 | 122.80 |
|
|
| American Express Company (AXP) | 0.0 | $20k | NEW | 89.00 | 227.69 |
|
| Nucor Corporation (NUE) | 0.0 | $20k | 100.00 | 197.90 |
|
|
| Fidus Invt (FDUS) | 0.0 | $20k | 992.00 | 19.74 |
|
|
| Teradyne (TER) | 0.0 | $19k | -10% | 171.00 | 112.83 |
|
| Aon Shs Cl A (AON) | 0.0 | $19k | NEW | 57.00 | 333.72 |
|
| Emerson Electric (EMR) | 0.0 | $19k | 167.00 | 113.42 |
|
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $18k | NEW | 334.00 | 52.87 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $17k | +450% | 99.00 | 174.21 |
|
| DNP Select Income Fund (DNP) | 0.0 | $17k | 1.9k | 9.07 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $17k | NEW | 61.00 | 282.49 |
|
| Target Corporation (TGT) | 0.0 | $17k | NEW | 97.00 | 177.21 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $17k | 535.00 | 31.62 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $17k | +320% | 63.00 | 268.33 |
|
| Abbott Laboratories (ABT) | 0.0 | $17k | 148.00 | 113.66 |
|
|
| MercadoLibre (MELI) | 0.0 | $17k | +10% | 11.00 | 1512.00 |
|
| Caesars Entertainment (CZR) | 0.0 | $16k | -28% | 375.00 | 43.74 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $16k | NEW | 175.00 | 92.89 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $16k | +70% | 119.00 | 136.05 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $16k | -79% | 30.00 | 525.73 |
|
| Kkr & Co (KKR) | 0.0 | $16k | NEW | 156.00 | 100.58 |
|
| Intuit (INTU) | 0.0 | $16k | 24.00 | 650.00 |
|
|
| Lowe's Companies (LOW) | 0.0 | $15k | NEW | 58.00 | 254.72 |
|
| Yum! Brands (YUM) | 0.0 | $15k | -5% | 106.00 | 138.65 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $15k | NEW | 71.00 | 205.99 |
|
| Investment Managers Ser Tr I Axs Tsla Bear Dl (TSLQ) | 0.0 | $15k | -90% | 379.00 | 38.33 |
|
| SYSCO Corporation (SYY) | 0.0 | $14k | 167.00 | 81.18 |
|
|
| Rumble Com Cl A (RUM) | 0.0 | $13k | NEW | 1.7k | 8.08 |
|
| Ametek (AME) | 0.0 | $13k | 72.00 | 182.90 |
|
|
| Docusign (DOCU) | 0.0 | $13k | 214.00 | 59.55 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $13k | NEW | 201.00 | 63.10 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $13k | NEW | 98.00 | 128.40 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $12k | NEW | 26.00 | 478.65 |
|
| Incyte Corporation (INCY) | 0.0 | $12k | NEW | 210.00 | 56.97 |
|
| Air Lease Corp Cl A (AL) | 0.0 | $12k | 225.00 | 51.44 |
|
|
| Citigroup Com New (C) | 0.0 | $12k | NEW | 182.00 | 63.24 |
|
| 3M Company (MMM) | 0.0 | $12k | -35% | 108.00 | 106.07 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $11k | 100.00 | 110.50 |
|
|
| Pepsi (PEP) | 0.0 | $11k | +162% | 63.00 | 175.02 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $10k | NEW | 30.00 | 347.33 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $9.8k | NEW | 39.00 | 252.31 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $9.8k | NEW | 66.00 | 148.74 |
|
| Coca-Cola Company (KO) | 0.0 | $9.3k | -19% | 152.00 | 61.18 |
|
| Paccar (PCAR) | 0.0 | $8.8k | NEW | 71.00 | 123.89 |
|
| Ameriprise Financial (AMP) | 0.0 | $8.8k | -33% | 20.00 | 438.45 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $8.7k | NEW | 35.00 | 247.77 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $8.6k | 7.00 | 1231.57 |
|
|
| PNC Financial Services (PNC) | 0.0 | $8.6k | NEW | 53.00 | 161.60 |
|
| Dow (DOW) | 0.0 | $8.2k | 142.00 | 57.93 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $8.2k | -40% | 150.00 | 54.81 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $8.2k | NEW | 100.00 | 81.66 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $8.2k | NEW | 91.00 | 89.67 |
|
| Micron Technology (MU) | 0.0 | $8.1k | 69.00 | 117.88 |
|
|
| Globant S A (GLOB) | 0.0 | $8.1k | 40.00 | 201.90 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.0 | $7.4k | 167.00 | 44.21 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $7.3k | +120% | 106.00 | 68.49 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $7.2k | NEW | 18.00 | 399.11 |
|
| Icahn Enterprises Depositary Unit (IEP) | 0.0 | $7.1k | 420.00 | 17.01 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $6.7k | NEW | 14.00 | 481.57 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $6.7k | 33.00 | 201.52 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $6.6k | NEW | 34.00 | 195.03 |
|
| Uber Technologies (UBER) | 0.0 | $6.3k | NEW | 82.00 | 76.99 |
|
| Trane Technologies SHS (TT) | 0.0 | $6.3k | 21.00 | 300.19 |
|
|
| Workday Cl A (WDAY) | 0.0 | $6.0k | NEW | 22.00 | 272.77 |
|
| UnitedHealth (UNH) | 0.0 | $5.9k | +100% | 12.00 | 494.67 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $5.8k | +7% | 76.00 | 76.67 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $5.8k | NEW | 2.00 | 2907.00 |
|
| CSX Corporation (CSX) | 0.0 | $5.3k | 144.00 | 37.07 |
|
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $5.1k | NEW | 125.00 | 40.71 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $5.0k | NEW | 12.00 | 418.00 |
|
| Deere & Company (DE) | 0.0 | $4.9k | 12.00 | 410.75 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $4.7k | NEW | 69.00 | 68.83 |
|
| Linde SHS (LIN) | 0.0 | $4.6k | NEW | 10.00 | 464.30 |
|
| Tfii Cn (TFII) | 0.0 | $4.6k | NEW | 29.00 | 159.45 |
|
| Synopsys (SNPS) | 0.0 | $4.6k | NEW | 8.00 | 571.50 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $4.4k | NEW | 8.00 | 555.75 |
|
| Dariohealth Corp Com New (DRIO) | 0.0 | $4.4k | 2.9k | 1.53 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $4.1k | +250% | 21.00 | 195.10 |
|
| Caterpillar (CAT) | 0.0 | $4.0k | NEW | 11.00 | 366.45 |
|
| Bank of America Corporation (BAC) | 0.0 | $4.0k | 105.00 | 37.92 |
|
|
| Gartner (IT) | 0.0 | $3.8k | NEW | 8.00 | 476.62 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $3.8k | NEW | 7.00 | 540.00 |
|
| Dominion Resources (D) | 0.0 | $3.6k | NEW | 74.00 | 49.19 |
|
| Valero Energy Corporation (VLO) | 0.0 | $3.6k | 21.00 | 170.67 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $3.4k | NEW | 16.00 | 213.31 |
|
| Block Cl A (SQ) | 0.0 | $3.4k | 40.00 | 84.58 |
|
|
| Rockwell Automation (ROK) | 0.0 | $3.2k | NEW | 11.00 | 291.36 |
|
| Moody's Corporation (MCO) | 0.0 | $3.1k | NEW | 8.00 | 393.00 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $3.1k | NEW | 56.00 | 55.96 |
|
| Synchrony Financial (SYF) | 0.0 | $2.9k | 68.00 | 43.12 |
|
|
| Dex (DXCM) | 0.0 | $2.9k | NEW | 21.00 | 138.71 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $2.7k | 10.00 | 271.80 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $2.7k | NEW | 4.00 | 677.50 |
|
| Snowflake Cl A (SNOW) | 0.0 | $2.6k | NEW | 16.00 | 161.62 |
|
| Tesla Motors (TSLA) | 0.0 | $2.5k | NEW | 14.00 | 175.79 |
|
| Netflix (NFLX) | 0.0 | $2.4k | NEW | 4.00 | 607.25 |
|
| Celanese Corporation (CE) | 0.0 | $2.4k | 14.00 | 171.86 |
|
|
| Msci (MSCI) | 0.0 | $2.2k | NEW | 4.00 | 560.50 |
|
| American Intl Group Com New (AIG) | 0.0 | $2.2k | 28.00 | 78.18 |
|
|
| Analog Devices (ADI) | 0.0 | $2.2k | NEW | 11.00 | 197.82 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $2.1k | NEW | 70.00 | 30.50 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $2.0k | NEW | 46.00 | 43.24 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.9k | 6.00 | 320.67 |
|
|
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $1.9k | NEW | 64.00 | 29.91 |
|
| S&p Global (SPGI) | 0.0 | $1.7k | 4.00 | 425.50 |
|
|
| Constellation Energy (CEG) | 0.0 | $1.7k | 9.00 | 184.89 |
|
|
| Pioneer Natural Resources (PXD) | 0.0 | $1.6k | 6.00 | 262.50 |
|
|
| MGM Resorts International. (MGM) | 0.0 | $1.6k | 33.00 | 47.21 |
|
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $1.5k | 183.00 | 8.29 |
|
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $1.5k | NEW | 24.00 | 60.79 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $1.4k | NEW | 33.00 | 43.30 |
|
| Metropcs Communications (TMUS) | 0.0 | $1.3k | 8.00 | 163.25 |
|
|
| Walt Disney Company (DIS) | 0.0 | $1.2k | 10.00 | 122.40 |
|
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $1.2k | 100.00 | 12.19 |
|
|
| Arista Networks (ANET) | 0.0 | $1.2k | 4.00 | 290.00 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $1.1k | NEW | 29.00 | 37.69 |
|
| Nio Spon Ads (NIO) | 0.0 | $1.1k | 240.00 | 4.50 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $1.0k | -33% | 12.00 | 87.42 |
|
| Voya Financial (VOYA) | 0.0 | $1.0k | 14.00 | 73.93 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $996.002500 | NEW | 53.00 | 18.79 |
|
| Centene Corporation (CNC) | 0.0 | $862.999500 | 11.00 | 78.45 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $848.999800 | NEW | 11.00 | 77.18 |
|
| Exelon Corporation (EXC) | 0.0 | $826.999800 | -33% | 22.00 | 37.59 |
|
| Nextera Energy (NEE) | 0.0 | $767.000400 | -33% | 12.00 | 63.92 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $723.000000 | NEW | 10.00 | 72.30 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $692.000400 | NEW | 12.00 | 57.67 |
|
| Procter & Gamble Company (PG) | 0.0 | $649.000000 | 4.00 | 162.25 |
|
|
| Medtronic SHS (MDT) | 0.0 | $610.000300 | 7.00 | 87.14 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $526.998100 | NEW | 149.00 | 3.54 |
|
| Nice Sponsored Adr (NICE) | 0.0 | $521.000000 | NEW | 2.00 | 260.50 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $43.000000 | 1.00 | 43.00 |
|
|
| Aurora Cannabis | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Cedar Wealth Management
SEC 13F filings are viewable for Cedar Wealth Management going back to 2015
- Cedar Wealth Management 2024 Q1 filed May 13, 2024
- Cedar Wealth Management 2023 Q3 filed Oct. 30, 2023
- Cedar Wealth Management 2023 Q2 filed Aug. 14, 2023
- Cedar Wealth Management 2023 Q1 filed May 15, 2023
- Cedar Wealth Management 2022 Q4 filed Feb. 14, 2023
- Cedar Wealth Management 2022 Q3 filed Nov. 14, 2022
- Cedar Wealth Management 2022 Q2 filed Aug. 11, 2022
- Cedar Wealth Management 2022 Q1 filed May 12, 2022
- Cedar Wealth Management 2021 Q4 filed Feb. 11, 2022
- Cedar Wealth Management 2021 Q3 filed Nov. 12, 2021
- Cedar Wealth Management 2021 Q2 filed Aug. 9, 2021
- Cedar Wealth Management 2021 Q1 filed May 11, 2021
- Cedar Wealth Management 2020 Q4 filed Feb. 11, 2021
- Cedar Wealth Management 2020 Q3 filed Nov. 12, 2020
- Cedar Wealth Management 2020 Q2 filed Aug. 4, 2020
- Cedar Wealth Management 2020 Q1 filed May 1, 2020