Cedar Wealth Management
Latest statistics and disclosures from Cedar Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, SCHD, ESGV, PM, IDHQ, and represent 49.52% of Cedar Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: XLG (+$5.4M), SPGP, SCHD, IDHQ, TQQQ, BTAL, EWJ, HSY, FNDX, ASML.
- Started 10 new stock positions in FNDB, TQQQ, TFC, MRNA, NG, KVUE, STKL, SHYG, BATRA, HSY.
- Reduced shares in these 10 stocks: SCHO, PM, VCSH, SCHZ, UUP, TECS, RIG, MO, LLY, DKNG.
- Sold out of its positions in AngloGold Ashanti, TECS, DKNG, JETS, IP, PHB, IGF, KHC, LYV, LITE. RITM, FNDA, MOO, VTRS, VMware, DEM, CPRI.
- Cedar Wealth Management was a net buyer of stock by $8.2M.
- Cedar Wealth Management has $253M in assets under management (AUM), dropping by -2.25%.
- Central Index Key (CIK): 0001665642
Tip: Access up to 7 years of quarterly data
Positions held by Cedar Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Cedar Wealth Management
Cedar Wealth Management holds 292 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Index Fds Total Stk Mkt (VTI) | 17.8 | $45M | 212k | 212.41 |
|
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 11.6 | $29M | +3% | 413k | 70.76 |
|
Vanguard World Esg Us Stk Etf (ESGV) | 7.3 | $19M | 247k | 75.22 |
|
|
Philip Morris International (PM) | 6.8 | $17M | -5% | 185k | 92.58 |
|
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 6.0 | $15M | +4% | 588k | 25.90 |
|
Altria (MO) | 3.4 | $8.7M | -3% | 206k | 42.05 |
|
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 3.1 | $7.9M | 302k | 26.20 |
|
|
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 2.9 | $7.3M | +36% | 80k | 91.24 |
|
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 2.4 | $6.0M | +901% | 178k | 33.96 |
|
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 2.0 | $5.1M | 71k | 71.33 |
|
|
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.5 | $3.9M | 67k | 57.93 |
|
|
Ishares Tr Russell 3000 Etf (IWV) | 1.4 | $3.5M | 14k | 245.06 |
|
|
Mondelez Intl Cl A (MDLZ) | 1.3 | $3.4M | 49k | 69.40 |
|
|
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.3 | $3.4M | +3% | 68k | 50.04 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.2 | $3.1M | -18% | 42k | 75.15 |
|
Flexshares Tr Hig Yld Vl Etf (HYGV) | 1.1 | $2.9M | 72k | 39.76 |
|
|
Ishares Msci Jpn Etf New (EWJ) | 1.1 | $2.8M | +16% | 47k | 60.29 |
|
Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.0 | $2.7M | -14% | 60k | 44.23 |
|
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.0 | $2.7M | -31% | 55k | 47.89 |
|
Amazon (AMZN) | 0.9 | $2.3M | 18k | 127.12 |
|
|
Select Sector Spdr Tr Energy (XLE) | 0.8 | $2.1M | -3% | 23k | 90.39 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.8 | $1.9M | +9% | 15k | 128.74 |
|
Servisfirst Bancshares (SFBS) | 0.7 | $1.9M | +2% | 36k | 52.17 |
|
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.7 | $1.7M | +13% | 26k | 64.46 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $1.6M | 4.1k | 392.67 |
|
|
Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.5M | 11k | 130.86 |
|
|
Microsoft Corporation (MSFT) | 0.6 | $1.4M | 4.6k | 315.78 |
|
|
Wisdomtree Tr Euro Qtly Div Gr (EUDG) | 0.6 | $1.4M | 49k | 28.57 |
|
|
Apple (AAPL) | 0.5 | $1.3M | +14% | 7.5k | 171.22 |
|
Ishares Tr Core Div Grwth (DGRO) | 0.5 | $1.3M | 26k | 49.53 |
|
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.2M | 3.2k | 358.31 |
|
|
Ishares Tr Exponential Tech (XT) | 0.4 | $1.1M | 22k | 52.21 |
|
|
Us Bancorp Del Com New (USB) | 0.4 | $1.0M | +16% | 31k | 33.06 |
|
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $993k | +18% | 15k | 67.68 |
|
Ishares Tr S&p 100 Etf (OEF) | 0.4 | $960k | 4.8k | 200.62 |
|
|
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.4 | $934k | 20k | 47.28 |
|
|
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.4 | $904k | +72% | 16k | 55.97 |
|
Flexshares Tr Mornstar Upstr (GUNR) | 0.4 | $890k | 22k | 40.44 |
|
|
Transocean Reg Shs (RIG) | 0.3 | $873k | -25% | 106k | 8.21 |
|
Ford Motor Company (F) | 0.3 | $853k | -7% | 69k | 12.42 |
|
Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.3 | $845k | +18% | 37k | 22.75 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.3 | $838k | 4.9k | 171.45 |
|
|
Agf Invts Tr Us Market Netrl (BTAL) | 0.3 | $815k | +95% | 41k | 19.86 |
|
Perrigo SHS (PRGO) | 0.3 | $803k | 25k | 31.95 |
|
|
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.3 | $788k | +37% | 21k | 36.90 |
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $775k | 20k | 37.95 |
|
|
Ishares Msci Cda Etf (EWC) | 0.3 | $768k | 23k | 33.46 |
|
|
Ishares Tr Hdg Msci Eafe (HEFA) | 0.3 | $747k | 25k | 30.10 |
|
|
At&t (T) | 0.3 | $719k | +40% | 48k | 15.02 |
|
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $714k | 9.8k | 72.72 |
|
|
Annaly Capital Management In Com New (NLY) | 0.3 | $690k | -6% | 37k | 18.81 |
|
Fidelity Covington Trust Msci Utils Index (FUTY) | 0.3 | $689k | +29% | 18k | 37.92 |
|
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $674k | -5% | 12k | 57.60 |
|
Grocery Outlet Hldg Corp (GO) | 0.3 | $661k | -10% | 23k | 28.85 |
|
Meta Platforms Cl A (META) | 0.3 | $652k | 2.2k | 300.21 |
|
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $641k | 7.2k | 88.69 |
|
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $592k | +17% | 14k | 41.42 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $571k | 5.5k | 103.31 |
|
|
Visa Com Cl A (V) | 0.2 | $566k | 2.5k | 230.01 |
|
|
Flexshares Tr Qualt Divd Idx (QDF) | 0.2 | $552k | 9.9k | 55.78 |
|
|
Proshares Tr Ultrapro Sht Qqq (SQQQ) | 0.2 | $550k | 27k | 20.44 |
|
|
Flexshares Tr Qlt Div Def Idx (QDEF) | 0.2 | $516k | 9.5k | 54.09 |
|
|
Ishares Msci Aust Etf (EWA) | 0.2 | $513k | 24k | 21.51 |
|
|
Amplitude Com Cl A (AMPL) | 0.2 | $511k | 44k | 11.57 |
|
|
Barrick Gold Corp (GOLD) | 0.2 | $499k | 34k | 14.55 |
|
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $494k | 1.4k | 350.30 |
|
|
Rh (RH) | 0.2 | $492k | +13% | 1.9k | 264.36 |
|
Pinterest Cl A (PINS) | 0.2 | $442k | 16k | 27.03 |
|
|
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $441k | 29k | 14.99 |
|
|
Proshares Tr Ultrapro Qqq (TQQQ) | 0.2 | $438k | NEW | 12k | 35.62 |
|
Verizon Communications (VZ) | 0.2 | $428k | +61% | 13k | 32.41 |
|
Hershey Company (HSY) | 0.2 | $383k | NEW | 1.9k | 200.08 |
|
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) | 0.1 | $379k | -50% | 13k | 29.73 |
|
Direxion Shs Etf Tr Daily Finl Bear (FAZ) | 0.1 | $378k | 19k | 20.00 |
|
|
Enterprise Products Partners (EPD) | 0.1 | $370k | +42% | 14k | 27.37 |
|
salesforce (CRM) | 0.1 | $347k | 1.7k | 202.78 |
|
|
Chevron Corporation (CVX) | 0.1 | $336k | +8% | 2.0k | 168.62 |
|
Carrier Global Corporation (CARR) | 0.1 | $320k | +48% | 5.8k | 55.20 |
|
Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $313k | +1612% | 531.00 | 588.66 |
|
Select Sector Spdr Tr Financial (XLF) | 0.1 | $300k | -7% | 9.1k | 33.17 |
|
Merck & Co (MRK) | 0.1 | $299k | 2.9k | 102.94 |
|
|
Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $298k | 4.1k | 72.38 |
|
|
Adobe Systems Incorporated (ADBE) | 0.1 | $294k | 577.00 | 509.90 |
|
|
Newmont Mining Corporation (NEM) | 0.1 | $292k | +2% | 7.9k | 36.95 |
|
Novagold Res Com New (NG) | 0.1 | $291k | NEW | 76k | 3.84 |
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $284k | 4.8k | 58.93 |
|
|
Synovus Finl Corp Com New (SNV) | 0.1 | $282k | +51% | 10k | 27.80 |
|
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $278k | 3.0k | 93.74 |
|
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $277k | +7% | 1.3k | 208.24 |
|
Baxter International (BAX) | 0.1 | $261k | 6.9k | 37.74 |
|
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $259k | -7% | 605.00 | 427.48 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $250k | -40% | 1.4k | 176.74 |
|
Twilio Cl A (TWLO) | 0.1 | $243k | 4.2k | 58.53 |
|
|
Ishares Tr Short Treas Bd (SHV) | 0.1 | $243k | 2.2k | 110.47 |
|
|
Eli Lilly & Co. (LLY) | 0.1 | $236k | -51% | 439.00 | 537.13 |
|
Ishares Tr Devsmcp Exna Etf (IEUS) | 0.1 | $236k | 4.8k | 49.48 |
|
|
Starbucks Corporation (SBUX) | 0.1 | $233k | 2.6k | 91.27 |
|
|
JPMorgan Chase & Co. (JPM) | 0.1 | $223k | 1.5k | 145.02 |
|
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $221k | 832.00 | 266.12 |
|
|
NVIDIA Corporation (NVDA) | 0.1 | $215k | 494.00 | 434.99 |
|
|
Prologis (PLD) | 0.1 | $213k | 1.9k | 112.21 |
|
|
Frontier Communications Pare (FYBR) | 0.1 | $211k | 14k | 15.65 |
|
|
Ishares Tr Select Divid Etf (DVY) | 0.1 | $209k | 1.9k | 107.64 |
|
|
Goldman Sachs (GS) | 0.1 | $203k | 626.00 | 323.57 |
|
|
FirstEnergy (FE) | 0.1 | $202k | 5.9k | 34.18 |
|
|
Johnson & Johnson (JNJ) | 0.1 | $200k | 1.3k | 155.75 |
|
|
Ego (EGO) | 0.1 | $186k | 21k | 8.91 |
|
|
Exxon Mobil Corporation (XOM) | 0.1 | $180k | +6% | 1.5k | 117.58 |
|
Realty Income (O) | 0.1 | $175k | -18% | 3.5k | 49.94 |
|
J P Morgan Exchange Traded F Internl Gwt (JIG) | 0.1 | $174k | 3.2k | 53.50 |
|
|
Genuine Parts Company (GPC) | 0.1 | $173k | 1.2k | 144.38 |
|
|
Spirit Airlines (SAVE) | 0.1 | $163k | 9.9k | 16.50 |
|
|
Hercules Technology Growth Capital (HTGC) | 0.1 | $160k | 9.8k | 16.42 |
|
|
Sunopta (STKL) | 0.1 | $154k | NEW | 46k | 3.37 |
|
Advisorshares Tr Pure Us Cannabis (MSOS) | 0.1 | $153k | 19k | 7.94 |
|
|
Abbvie (ABBV) | 0.1 | $153k | 1.0k | 149.06 |
|
|
Servicenow (NOW) | 0.1 | $148k | 265.00 | 558.96 |
|
|
Albemarle Corporation (ALB) | 0.1 | $148k | 870.00 | 170.04 |
|
|
Nike CL B (NKE) | 0.1 | $147k | 1.5k | 95.63 |
|
|
Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $138k | 333.00 | 414.90 |
|
|
Pfizer (PFE) | 0.1 | $137k | +6% | 4.1k | 33.17 |
|
Investment Managers Ser Tr I Axs Tsla Bear Dl (TSLQ) | 0.1 | $134k | 4.1k | 32.48 |
|
|
Zhihu Ads (ZH) | 0.1 | $128k | +3% | 123k | 1.04 |
|
Intel Corporation (INTC) | 0.1 | $128k | -2% | 3.6k | 35.55 |
|
Ishares Msci Japn Smcetf (SCJ) | 0.0 | $107k | 1.6k | 67.96 |
|
|
Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $106k | 4.7k | 22.52 |
|
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $100k | 2.0k | 50.60 |
|
|
Vanguard World Fds Energy Etf (VDE) | 0.0 | $99k | -11% | 783.00 | 126.74 |
|
New Mountain Finance Corp (NMFC) | 0.0 | $98k | 7.6k | 12.95 |
|
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $96k | 2.3k | 41.26 |
|
|
stock | 0.0 | $93k | +4% | 634.00 | 146.25 |
|
Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $89k | 965.00 | 92.37 |
|
|
Watsco, Incorporated (WSO) | 0.0 | $87k | 230.00 | 377.72 |
|
|
Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $87k | 1.4k | 61.89 |
|
|
Ares Capital Corporation (ARCC) | 0.0 | $84k | 4.3k | 19.47 |
|
|
Atlanta Braves Hldgs Com Ser A (BATRA) | 0.0 | $82k | NEW | 2.1k | 39.07 |
|
Microchip Technology (MCHP) | 0.0 | $81k | 1.0k | 78.05 |
|
|
Costco Wholesale Corporation (COST) | 0.0 | $80k | 142.00 | 566.07 |
|
|
Kenvue (KVUE) | 0.0 | $80k | NEW | 4.0k | 20.08 |
|
Home Depot (HD) | 0.0 | $77k | 253.00 | 302.38 |
|
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $70k | 1.8k | 39.21 |
|
|
Reliance Steel & Aluminum (RS) | 0.0 | $66k | 250.00 | 262.23 |
|
|
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $66k | 500.00 | 130.96 |
|
|
Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $64k | -10% | 149.00 | 429.43 |
|
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $63k | 1.6k | 39.19 |
|
|
Anthem (ELV) | 0.0 | $61k | 140.00 | 435.42 |
|
|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $60k | 1.2k | 49.85 |
|
|
Thermo Fisher Scientific (TMO) | 0.0 | $59k | +42% | 117.00 | 506.17 |
|
Dbx Etf Tr Xtrackers High (HYUP) | 0.0 | $56k | 1.4k | 39.13 |
|
|
Agilent Technologies Inc C ommon (A) | 0.0 | $55k | +42% | 487.00 | 111.82 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $54k | +140% | 719.00 | 75.66 |
|
Dollar General (DG) | 0.0 | $54k | 509.00 | 105.77 |
|
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $54k | 333.00 | 160.98 |
|
|
Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $53k | 2.1k | 25.40 |
|
|
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $51k | 4.6k | 10.95 |
|
|
Applied Materials (AMAT) | 0.0 | $49k | 357.00 | 138.27 |
|
|
Advanced Micro Devices (AMD) | 0.0 | $47k | 456.00 | 102.82 |
|
|
Truist Financial Corp equities (TFC) | 0.0 | $46k | NEW | 1.6k | 28.61 |
|
Archer Daniels Midland Company (ADM) | 0.0 | $45k | 600.00 | 75.42 |
|
|
Stag Industrial (STAG) | 0.0 | $45k | 1.3k | 34.51 |
|
|
Global Payments (GPN) | 0.0 | $44k | 378.00 | 115.39 |
|
|
Cisco Systems (CSCO) | 0.0 | $44k | 810.00 | 53.76 |
|
|
Morgan Stanley Com New (MS) | 0.0 | $43k | 527.00 | 81.67 |
|
|
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $41k | 1.3k | 31.67 |
|
|
Enbridge (ENB) | 0.0 | $41k | 1.2k | 33.19 |
|
|
Automatic Data Processing (ADP) | 0.0 | $40k | 167.00 | 240.58 |
|
|
Eaton Corp SHS (ETN) | 0.0 | $40k | 187.00 | 213.28 |
|
|
Okta Cl A (OKTA) | 0.0 | $40k | +3% | 484.00 | 81.51 |
|
Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $39k | 500.00 | 78.49 |
|
|
Gilead Sciences (GILD) | 0.0 | $38k | 500.00 | 74.94 |
|
|
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $37k | 561.00 | 65.23 |
|
|
Vanguard World Fds Utilities Etf (VPU) | 0.0 | $36k | +255% | 284.00 | 127.54 |
|
Astrazeneca Sponsored Adr (AZN) | 0.0 | $36k | 534.00 | 67.72 |
|
|
Wal-Mart Stores (WMT) | 0.0 | $36k | 226.00 | 159.93 |
|
|
Baidu Spon Adr Rep A (BIDU) | 0.0 | $35k | 260.00 | 134.35 |
|
|
Equifax (EFX) | 0.0 | $33k | 180.00 | 183.18 |
|
|
Skyworks Solutions (SWKS) | 0.0 | $31k | 318.00 | 98.59 |
|
|
Lam Research Corporation (LRCX) | 0.0 | $31k | 50.00 | 626.78 |
|
|
Kroger (KR) | 0.0 | $31k | 700.00 | 44.75 |
|
|
Virtus Allianzgi Equity & Conv (NIE) | 0.0 | $30k | 1.5k | 19.89 |
|
|
Ennis (EBF) | 0.0 | $30k | 1.4k | 21.22 |
|
|
Roper Industries (ROP) | 0.0 | $30k | 61.00 | 484.38 |
|
|
Ishares Msci Emrg Chn (EMXC) | 0.0 | $29k | 590.00 | 49.83 |
|
|
Bristol Myers Squibb (BMY) | 0.0 | $28k | -7% | 474.00 | 58.04 |
|
BlackRock (BLK) | 0.0 | $27k | 42.00 | 646.50 |
|
|
Ishares Msci Chile Etf (ECH) | 0.0 | $26k | 1.0k | 26.19 |
|
|
Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $26k | +1100% | 96.00 | 270.07 |
|
PennantPark Investment (PNNT) | 0.0 | $26k | 3.9k | 6.58 |
|
|
O'reilly Automotive (ORLY) | 0.0 | $25k | 28.00 | 908.86 |
|
|
NiSource (NI) | 0.0 | $25k | 1.0k | 24.68 |
|
|
Caesars Entertainment (CZR) | 0.0 | $24k | 525.00 | 46.35 |
|
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $24k | +15% | 152.00 | 155.38 |
|
Intercontinental Exchange (ICE) | 0.0 | $23k | 208.00 | 110.02 |
|
|
United States Steel Corporation (X) | 0.0 | $23k | 700.00 | 32.48 |
|
|
Novartis Sponsored Adr (NVS) | 0.0 | $22k | -64% | 217.00 | 101.86 |
|
Southern Company (SO) | 0.0 | $22k | 334.00 | 64.72 |
|
|
Moderna (MRNA) | 0.0 | $21k | NEW | 200.00 | 103.29 |
|
Compass Diversified Sh Ben Int (CODI) | 0.0 | $20k | 1.1k | 18.77 |
|
|
Veeva Sys Cl A Com (VEEV) | 0.0 | $20k | 97.00 | 203.45 |
|
|
Paychex (PAYX) | 0.0 | $19k | 167.00 | 115.33 |
|
|
Teradyne (TER) | 0.0 | $19k | 190.00 | 100.46 |
|
|
Fidus Invt (FDUS) | 0.0 | $19k | 992.00 | 19.20 |
|
|
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $19k | 216.00 | 86.74 |
|
|
Palantir Technologies Cl A (PLTR) | 0.0 | $19k | 1.2k | 16.00 |
|
|
Align Technology (ALGN) | 0.0 | $18k | 60.00 | 305.32 |
|
|
DNP Select Income Fund (DNP) | 0.0 | $18k | 1.9k | 9.52 |
|
|
McDonald's Corporation (MCD) | 0.0 | $18k | 67.00 | 263.43 |
|
|
Tripadvisor (TRIP) | 0.0 | $17k | -64% | 1.0k | 16.58 |
|
Wp Carey (WPC) | 0.0 | $16k | -80% | 300.00 | 54.08 |
|
Emerson Electric (EMR) | 0.0 | $16k | 167.00 | 96.57 |
|
|
Plby Group Ord (PLBY) | 0.0 | $16k | 20k | 0.80 |
|
|
Alphabet Cap Stk Cl C (GOOG) | 0.0 | $16k | 120.00 | 131.85 |
|
|
3M Company (MMM) | 0.0 | $16k | 167.00 | 93.62 |
|
|
Nucor Corporation (NUE) | 0.0 | $16k | 100.00 | 156.35 |
|
|
Duke Energy Corp Com New (DUK) | 0.0 | $15k | 167.00 | 88.26 |
|
|
Schlumberger Com Stk (SLB) | 0.0 | $15k | 250.00 | 58.30 |
|
|
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $14k | 535.00 | 26.91 |
|
|
Abbott Laboratories (ABT) | 0.0 | $14k | -4% | 148.00 | 96.85 |
|
Yum! Brands (YUM) | 0.0 | $14k | 112.00 | 124.94 |
|
|
MercadoLibre (MELI) | 0.0 | $13k | -9% | 10.00 | 1267.90 |
|
Intuit (INTU) | 0.0 | $12k | 24.00 | 510.96 |
|
|
Redwood Trust (RWT) | 0.0 | $12k | 1.7k | 7.13 |
|
|
Zscaler Incorporated (ZS) | 0.0 | $11k | 72.00 | 155.58 |
|
|
SYSCO Corporation (SYY) | 0.0 | $11k | 167.00 | 66.05 |
|
|
Dupont De Nemours (DD) | 0.0 | $11k | 143.00 | 74.59 |
|
|
Ametek (AME) | 0.0 | $11k | 72.00 | 147.76 |
|
|
Coca-Cola Company (KO) | 0.0 | $11k | 188.00 | 56.02 |
|
|
Kla Corp Com New (KLAC) | 0.0 | $10k | 22.00 | 458.68 |
|
|
Ameriprise Financial (AMP) | 0.0 | $9.9k | 30.00 | 329.67 |
|
|
Dariohealth Corp Com New (DRIO) | 0.0 | $9.3k | 2.9k | 3.28 |
|
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $9.3k | 100.00 | 93.18 |
|
|
Docusign (DOCU) | 0.0 | $9.0k | 214.00 | 42.00 |
|
|
Air Lease Corp Cl A (AL) | 0.0 | $8.9k | 225.00 | 39.41 |
|
|
Icahn Enterprises Depositary Unit (IEP) | 0.0 | $8.3k | 420.00 | 19.78 |
|
|
Globant S A (GLOB) | 0.0 | $7.9k | 40.00 | 197.85 |
|
|
Shell Spon Ads (SHEL) | 0.0 | $7.5k | 117.00 | 64.38 |
|
|
Dow (DOW) | 0.0 | $7.3k | 142.00 | 51.56 |
|
|
Triplepoint Venture Gr Bdc cs (TPVG) | 0.0 | $6.8k | 650.00 | 10.46 |
|
|
Vanguard World Mega Grwth Ind (MGK) | 0.0 | $6.7k | 30.00 | 224.93 |
|
|
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.0 | $6.6k | 167.00 | 39.44 |
|
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $6.1k | -67% | 70.00 | 86.90 |
|
TransDigm Group Incorporated (TDG) | 0.0 | $5.9k | 7.00 | 843.14 |
|
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $5.8k | -45% | 83.00 | 69.78 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $5.5k | 18.00 | 307.11 |
|
|
Medical Properties Trust (MPW) | 0.0 | $5.5k | -85% | 1.0k | 5.45 |
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $5.3k | -87% | 71.00 | 75.17 |
|
Marathon Petroleum Corp (MPC) | 0.0 | $5.0k | 33.00 | 151.33 |
|
|
Kellogg Company (K) | 0.0 | $4.9k | 83.00 | 59.51 |
|
|
Micron Technology (MU) | 0.0 | $4.7k | 69.00 | 68.03 |
|
|
Deere & Company (DE) | 0.0 | $4.5k | 12.00 | 377.42 |
|
|
CSX Corporation (CSX) | 0.0 | $4.4k | 144.00 | 30.75 |
|
|
Trane Technologies SHS (TT) | 0.0 | $4.3k | 21.00 | 202.90 |
|
|
Pepsi (PEP) | 0.0 | $4.1k | 24.00 | 169.46 |
|
|
Honeywell International (HON) | 0.0 | $3.9k | 21.00 | 184.76 |
|
|
CVS Caremark Corporation (CVS) | 0.0 | $3.8k | -20% | 55.00 | 69.82 |
|
Illinois Tool Works (ITW) | 0.0 | $3.5k | 15.00 | 230.33 |
|
|
UnitedHealth (UNH) | 0.0 | $3.0k | 6.00 | 504.17 |
|
|
Valero Energy Corporation (VLO) | 0.0 | $3.0k | 21.00 | 141.71 |
|
|
Bank of America Corporation (BAC) | 0.0 | $2.9k | -32% | 105.00 | 27.38 |
|
Texas Instruments Incorporated (TXN) | 0.0 | $2.9k | 18.00 | 159.00 |
|
|
Boston Scientific Corporation (BSX) | 0.0 | $2.5k | 48.00 | 52.79 |
|
|
Constellation Brands Cl A (STZ) | 0.0 | $2.5k | 10.00 | 251.30 |
|
|
Nio Spon Ads (NIO) | 0.0 | $2.2k | 240.00 | 9.04 |
|
|
Synchrony Financial (SYF) | 0.0 | $2.1k | -33% | 68.00 | 30.57 |
|
Block Cl A (SQ) | 0.0 | $1.8k | 40.00 | 44.25 |
|
|
Celanese Corporation (CE) | 0.0 | $1.8k | -33% | 14.00 | 125.50 |
|
American Intl Group Com New (AIG) | 0.0 | $1.7k | -50% | 28.00 | 60.61 |
|
S&p Global (SPGI) | 0.0 | $1.5k | 4.00 | 365.50 |
|
|
The Trade Desk Com Cl A (TTD) | 0.0 | $1.4k | 18.00 | 78.17 |
|
|
Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $1.4k | 183.00 | 7.58 |
|
|
Pioneer Natural Resources (PXD) | 0.0 | $1.4k | 6.00 | 229.50 |
|
|
Vale S A Sponsored Ads (VALE) | 0.0 | $1.3k | 100.00 | 13.40 |
|
|
Exelon Corporation (EXC) | 0.0 | $1.2k | 33.00 | 37.79 |
|
|
MGM Resorts International. (MGM) | 0.0 | $1.2k | 33.00 | 36.76 |
|
|
Atlassian Corporation Cl A (TEAM) | 0.0 | $1.2k | 6.00 | 201.50 |
|
|
Metropcs Communications (TMUS) | 0.0 | $1.1k | -33% | 8.00 | 140.00 |
|
Nextera Energy (NEE) | 0.0 | $1.0k | 18.00 | 57.28 |
|
|
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.0k | -62% | 6.00 | 167.33 |
|
Constellation Energy (CEG) | 0.0 | $981.999900 | 9.00 | 109.11 |
|
|
Voya Financial (VOYA) | 0.0 | $930.000400 | -66% | 14.00 | 66.43 |
|
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) | 0.0 | $826.000500 | NEW | 15.00 | 55.07 |
|
Walt Disney Company (DIS) | 0.0 | $811.000000 | -33% | 10.00 | 81.10 |
|
Raytheon Technologies Corp (RTX) | 0.0 | $792.000000 | -66% | 11.00 | 72.00 |
|
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $760.000000 | -96% | 10.00 | 76.00 |
|
Centene Corporation (CNC) | 0.0 | $758.000100 | -50% | 11.00 | 68.91 |
|
Arista Networks (ANET) | 0.0 | $736.000000 | -50% | 4.00 | 184.00 |
|
Procter & Gamble Company (PG) | 0.0 | $583.000000 | -66% | 4.00 | 145.75 |
|
Medtronic SHS (MDT) | 0.0 | $549.000200 | -61% | 7.00 | 78.43 |
|
Occidental Petroleum Corporation (OXY) | 0.0 | $388.999800 | 6.00 | 64.83 |
|
|
Comcast Corp Cl A (CMCSA) | 0.0 | $89.000000 | 2.00 | 44.50 |
|
|
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $41.000000 | NEW | 1.00 | 41.00 |
|
Aurora Cannabis | 0.0 | $0 | 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 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
- Cedar Wealth Management 2019 Q4 filed Jan. 29, 2020