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Cedar Capital

Latest statistics and disclosures from Cedar Capital's latest quarterly 13F-HR filing:

Top 5 stock holdings are PTLC, AGG, ITOT, SPAB, IWM, and represent 29.06% of Cedar Capital's stock portfolio.
Added to shares of these 10 stocks: IJH, IEI, MVV, SHY, XLY, EWL, SPAB, BIL, EWQ, EWU.
Started 5 new stock positions in IEI, MVV, SHY, XLY, IJH.
Reduced shares in these 10 stocks: IEF, VGLT, EWA, CRWD, EWG, IVV, PTLC, , SSO, EFO.
Sold out of its positions in CRWD, EWA, EET, ANGL.
Cedar Capital was a net seller of stock by $-2.3M.
Cedar Capital has $55M in assets under management (AUM), dropping by -5.13%.
Central Index Key (CIK): 0001666746

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Portfolio Holdings for Cedar Capital

Cedar Capital holds 54 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Pacer Fds Tr Trendp Us Lar Cp Etf (PTLC)	7.2	$3.9M	-8%	104k	37.73	View chart
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG)	5.7	$3.2M		27k	114.83	View chart
Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)	5.4	$3.0M		30k	98.37	View chart
SPDR Barclays Capital Aggregate Bo (SPAB)	5.4	$3.0M	+12%	100k	29.85	View chart
Ishares Tr Russell 2000 Etf Russell (IWM)	5.3	$2.9M	+3%	13k	218.75	View chart
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)	5.1	$2.8M	-16%	6.6k	430.80	View chart
SPDR DJ Wilshire Large Cap (SPLG)	5.0	$2.7M	+6%	54k	50.45	View chart
Ishares Tr Core S&p Mcp Etf Mcp Etf (IJH)	4.7	$2.6M	NEW	9.8k	263.12	View chart
Ishares Tr 7-10yr Tr Bd Etf Bond Etf (IEF)	4.5	$2.5M	-59%	21k	115.21	View chart
Ishares Tr Mbs Etf Mbs Etf (MBB)	2.7	$1.5M		14k	108.17	View chart
SPDR S&P World ex-US (SPDW)	2.4	$1.3M	+8%	36k	36.21	View chart
Ishares Tr 3 7 Yr Treas Bd Bond Etf (IEI)	2.3	$1.3M	NEW	9.8k	130.14	View chart
Proshares Tr Pshs Ultruss2000 Russ2000 (UWM)	2.2	$1.2M	+4%	22k	54.05	View chart
Ishares Msci United Kingdom Index etf (EWU)	2.2	$1.2M	+17%	37k	32.24	View chart
Spdr Ser Tr 1 3 hgh yield (BIL)	2.1	$1.1M	+21%	13k	91.47	View chart
Proshares Tr Pshs Ult S&p 500 Sp500 Etf (SSO)	2.0	$1.1M	-19%	9.3k	119.81	View chart
Vanguard Lg Term Govt Bd ETF (VGLT)	2.0	$1.1M	-60%	13k	87.70	View chart
Ishares Inc Msci Eurzone Etf Msci Etf (EZU)	2.0	$1.1M	-3%	23k	48.11	View chart
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)	2.0	$1.1M		14k	77.98	View chart
Proshares Tr Pshs Ult Mcap400 Mid Cap Etf (MVV)	2.0	$1.1M	NEW	18k	61.38	View chart
Dbx Etf Tr Xtrack Msci Eafe Msci Etf Eafe (DBEF)	1.9	$1.0M		28k	37.77	View chart
iShares MSCI Switzerland Index Fund (EWL)	1.7	$957k	+69%	21k	46.58	View chart
Ishares Tr 1 3 Yr Treas Bd Bond Etf (SHY)	1.2	$653k	NEW	7.6k	86.10	View chart
Ishares Inc Msci France Etf Msci France Etf (EWQ)	1.1	$606k	+44%	16k	37.24	View chart
Proshares Tr ultr msci etf (EFO)	1.1	$591k	-28%	12k	49.79	View chart
SPDR S&P Emerging Markets (SPEM)	1.1	$584k	+8%	14k	42.56	View chart
iShares MSCI Pacific ex-Japan Idx (EPP)	1.0	$569k	+2%	12k	48.82	View chart
iShares MSCI Canada Index (EWC)	1.0	$566k	-2%	16k	36.32	View chart
Spdr Tips Etf Tips Etf (SPIP)	1.0	$550k	+14%	18k	31.08	View chart
Vanguard Index Fds Reit Etf Reit Etf (VNQ)	1.0	$522k	-10%	5.1k	101.71	View chart
SPDR Gold Trust (GLD)	0.9	$521k	-6%	3.2k	164.25	View chart
Ishares Tr Us Bas Mtl Etf Bas Mtl Etf (IYM)	0.9	$504k	-8%	4.0k	124.54	View chart
Select Sector Spdr Tr Energy Spdr Tr Energy (XLE)	0.8	$461k	-9%	8.9k	52.08	View chart
Financial Select Sector SPDR (XLF)	0.8	$442k	-20%	12k	37.53	View chart
Utilities SPDR (XLU)	0.8	$442k	-13%	6.9k	63.85	View chart
Consumer Staples Select Sect. SPDR (XLP)	0.8	$440k	-15%	6.4k	68.88	View chart
Consumer Discretionary SPDR (XLY)	0.8	$439k	NEW	2.4k	179.33	View chart
Materials SPDR (XLB)	0.8	$439k	-13%	5.5k	79.20	View chart
Industrial SPDR (XLI)	0.8	$437k	-14%	4.5k	97.85	View chart
Health Care SPDR (XLV)	0.8	$435k	-18%	3.4k	127.16	View chart
Technology SPDR (XLK)	0.8	$431k	-20%	2.9k	149.34	View chart
Spdr Series Trust Barc Sht Tr Cp Treas Etf (SPSB)	0.8	$415k	+11%	13k	31.25	View chart
Vanguard Emerging Markets ETF (VWO)	0.6	$329k		6.6k	49.98	View chart
Spdr Ser Tr spdr russel 2000 (SPSM)	0.5	$291k	+7%	6.8k	42.58	View chart
Crocs (CROX)	0.5	$287k		2.0k	143.50	View chart
Innovator Etfs Tr s&p 500 buffer e (BDEC)	0.5	$282k		8.4k	33.52	View chart
Spdr S&p 400 Mid Cap Etf Mid Cap Etf (SPMD)	0.5	$279k	+7%	6.1k	46.12	View chart
Spdr Blackstone/gso Etf Senior Loan Snrl Etf (SRLN)	0.5	$269k	+11%	5.8k	46.07	View chart
SPDR BofA ML Crossover Corp Bd ETF Corp Etf (SPHY)	0.5	$266k	+11%	9.9k	26.75	View chart
Spdr Series Trust brcly em locl (EBND)	0.5	$254k	+13%	10k	25.28	View chart
Ishares Tr Tips Bd Etf Tips Bd Etf (TIP)	0.5	$252k		2.0k	127.72	View chart
Ishares Tr Iboxx Hi Yd Etf Iboxx Etf (HYG)	0.5	$248k		2.8k	87.60	View chart
Spdr Index Shs Fds S&p Intl Smlcp Sp Etf (GWX)	0.4	$239k	+8%	6.2k	38.53	View chart
iShares MSCI Germany Index Fund (EWG)	0.4	$202k	-75%	6.1k	32.94	View chart

Past Filings by Cedar Capital

SEC 13F filings are viewable for Cedar Capital going back to 2015

Cedar Capital 2021 Q3 filed Nov. 1, 2021
Cedar Capital 2021 Q2 filed Aug. 2, 2021
Cedar Capital 2021 Q1 filed May 7, 2021
Cedar Capital 2020 Q4 filed Feb. 5, 2021
Cedar Capital 2020 Q3 filed Oct. 27, 2020
Cedar Capital 2020 Q2 filed Aug. 7, 2020
Cedar Capital 2020 Q1 filed April 23, 2020
Cedar Capital 2019 Q4 filed Feb. 5, 2020
Cedar Capital 2019 Q3 filed Nov. 8, 2019
Cedar Capital 2019 Q2 filed Aug. 5, 2019
Cedar Capital 2019 Q1 filed May 7, 2019
Cedar Capital 2018 Q4 filed Jan. 30, 2019
Cedar Capital 2018 Q3 filed Nov. 8, 2018
Cedar Capital 2018 Q2 filed Aug. 7, 2018
Cedar Capital 2018 Q1 filed April 27, 2018
Cedar Capital 2017 Q4 filed Feb. 2, 2018

View all past filings

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