Cedar Wealth Management

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

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Positions held by Cedar Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cedar Wealth Management

Cedar Wealth Management holds 233 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 20.2 $67M 201k 335.27
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Schwab Strategic Tr Us Dividend Eq (SCHD) 11.9 $40M 1.4M 27.43
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 10.1 $34M +4% 568k 59.28
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Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 8.6 $29M 820k 35.15
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Vanguard World Esg Us Stk Etf (ESGV) 7.3 $25M 202k 120.96
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 4.3 $15M -7% 127k 113.86
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.6 $12M 302k 39.59
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Philip Morris International (PM) 3.4 $11M -6% 70k 160.40
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.8 $9.3M +13% 15k 627.12
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 2.2 $7.3M 97k 75.05
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Ishares Tr Russell 3000 Etf (IWV) 2.1 $7.1M +3% 18k 386.85
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.7 $5.6M 67k 83.61
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Alphabet Cap Stk Cl A (GOOGL) 1.5 $5.0M 16k 313.01
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Altria (MO) 1.5 $4.9M -5% 85k 57.66
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Amazon (AMZN) 1.1 $3.6M 15k 230.82
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Apple (AAPL) 0.9 $3.0M +7% 11k 271.87
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NVIDIA Corporation (NVDA) 0.8 $2.6M 14k 186.50
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Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.8 $2.6M -3% 97k 26.48
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Mondelez Intl Cl A (MDLZ) 0.7 $2.3M -14% 42k 53.83
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Microsoft Corporation (MSFT) 0.7 $2.2M +6% 4.5k 483.66
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Ishares Msci Japan Etf (EWJ) 0.6 $2.1M 26k 80.74
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Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) 0.6 $1.9M -3% 74k 25.55
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Ishares Tr Msci Usa Quality (GARP) 0.5 $1.7M +148% 24k 68.10
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Ishares Tr S&p 100 Etf (OEF) 0.5 $1.6M 4.8k 342.94
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.6M 2.6k 614.39
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Us Bancorp Del Com New (USB) 0.5 $1.5M -10% 29k 53.36
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Meta Platforms Cl A (META) 0.4 $1.4M +27% 2.1k 660.14
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Wisdomtree Tr Euro Qtly Div Gr (EUDG) 0.3 $1.2M 31k 37.53
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Ishares Msci Cda Etf (EWC) 0.3 $1.1M 21k 53.93
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Ishares Gold Tr Ishares New (IAU) 0.3 $1.1M 13k 81.17
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Flexshares Tr Hig Yld Vl Etf (HYGV) 0.3 $1.1M -2% 26k 40.74
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Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $1.0M 25k 41.36
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $996k 4.0k 246.16
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Sitime Corp (SITM) 0.3 $971k +15% 2.7k 353.19
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Novagold Res Com New (NG) 0.3 $932k -43% 100k 9.32
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $896k 16k 54.71
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $889k 4.6k 191.58
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Flexshares Tr Qualt Divd Idx (QDF) 0.2 $805k 10k 80.81
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Transocean Registered Shs (RIG) 0.2 $785k 190k 4.13
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Newmont Mining Corporation (NEM) 0.2 $777k +34% 7.8k 99.85
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Flexshares Tr Qlt Div Def Idx (QDEF) 0.2 $775k 9.6k 80.96
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $744k NEW 6.1k 121.75
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $689k 4.8k 143.52
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $649k -15% 607.00 1069.86
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Ford Motor Company (F) 0.2 $630k 48k 13.12
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Global E Online SHS (GLBE) 0.2 $629k 16k 39.31
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Broadcom (AVGO) 0.2 $623k 1.8k 346.10
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $609k 1.2k 502.65
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Barrick Mng Corp Com Shs (B) 0.2 $577k 13k 43.55
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Seadrill 2021 (SDRL) 0.2 $532k 15k 34.60
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Freeport-mcmoran CL B (FCX) 0.2 $529k 10k 50.79
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Eli Lilly & Co. (LLY) 0.2 $509k +80% 474.00 1074.68
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Ishares Msci Aust Etf (EWA) 0.1 $499k 19k 26.19
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Twilio Cl A (TWLO) 0.1 $464k -2% 3.3k 142.24
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Ishares Msci Brazil Etf (EWZ) 0.1 $461k 15k 31.77
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $454k 7.7k 58.73
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Rh (RH) 0.1 $434k -5% 2.4k 179.15
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Poet Technologies Com New (POET) 0.1 $421k NEW 67k 6.33
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Select Sector Spdr Tr State Street Hea (XLV) 0.1 $410k 2.6k 154.80
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Visa Com Cl A (V) 0.1 $403k 1.1k 350.71
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Woodside Energy Group Sponsored Adr (WDS) 0.1 $397k 26k 15.59
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $394k 832.00 473.53
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $365k 3.6k 100.38
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Onto Innovation (ONTO) 0.1 $359k NEW 2.3k 157.86
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Chevron Corporation (CVX) 0.1 $321k 2.1k 152.43
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Ego (EGO) 0.1 $291k 8.1k 35.92
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At&t (T) 0.1 $291k 12k 24.84
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $279k 3.2k 87.16
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Spdr Gold Tr Gold Shs (GLD) 0.1 $275k -14% 695.00 396.31
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Ishares Tr Core Div Grwth (DGRO) 0.1 $273k 3.9k 69.42
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Capri Holdings SHS (CPRI) 0.1 $272k -21% 11k 24.40
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Valaris Cl A (VAL) 0.1 $268k 5.3k 50.40
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Ishares Tr Select Divid Etf (DVY) 0.1 $260k 1.8k 141.14
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Vanguard World Inf Tech Etf (VGT) 0.1 $251k 333.00 753.78
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Micron Technology (MU) 0.1 $244k 855.00 285.41
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Spdr Series Trust State Street Spd (SPYM) 0.1 $243k +990% 3.0k 80.22
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Ishares Tr Future Exponenti (XT) 0.1 $240k 3.4k 69.74
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Albemarle Corporation (ALB) 0.1 $236k +48% 1.7k 141.44
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Adobe Systems Incorporated (ADBE) 0.1 $230k 658.00 349.99
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Cullen/Frost Bankers (CFR) 0.1 $228k NEW 1.8k 126.63
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Noble Corp Ord Shs A (NE) 0.1 $227k 8.0k 28.24
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JPMorgan Chase & Co. (JPM) 0.1 $223k +1256% 692.00 322.29
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Starbucks Corporation (SBUX) 0.1 $215k 2.6k 84.21
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Advanced Micro Devices (AMD) 0.1 $201k +3% 936.00 214.16
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $198k 2.2k 91.45
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Servicenow (NOW) 0.1 $191k +400% 1.2k 153.19
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Annaly Capital Management In Com New (NLY) 0.1 $186k -43% 8.3k 22.36
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Advisorshares Tr Pure Us Cannabis (MSOS) 0.0 $162k -6% 34k 4.72
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Occidental Petroleum Corporation (OXY) 0.0 $158k -63% 3.8k 41.12
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $155k 227.00 681.92
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $154k 4.7k 32.73
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Amplitude Com Cl A (AMPL) 0.0 $153k -64% 13k 11.58
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MPLX Com Unit Rep Ltd (MPLX) 0.0 $152k 2.8k 53.37
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Sunopta (STKL) 0.0 $147k 39k 3.80
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $140k -32% 1.5k 95.92
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Ishares Tr Msci Acwi Etf (ACWI) 0.0 $137k 965.00 141.49
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Costco Wholesale Corporation (COST) 0.0 $134k 155.00 864.57
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Hercules Technology Growth Capital (HTGC) 0.0 $123k -26% 6.6k 18.82
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Pfizer (PFE) 0.0 $123k 4.9k 24.90
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Cronos Group (CRON) 0.0 $100k 38k 2.63
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Merck & Co (MRK) 0.0 $98k -20% 935.00 105.22
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Hims & Hers Health Com Cl A (HIMS) 0.0 $97k -59% 3.0k 32.47
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $96k 1.8k 53.76
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Wal-Mart Stores (WMT) 0.0 $92k 824.00 111.41
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Select Sector Spdr Tr State Street Tec (XLK) 0.0 $92k NEW 637.00 143.97
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $82k 2.1k 39.45
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Abbvie (ABBV) 0.0 $81k 356.00 228.19
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Lam Research Corp Com New (LRCX) 0.0 $81k 470.00 171.18
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Home Depot (HD) 0.0 $78k 226.00 344.38
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $77k 1.6k 48.00
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Applied Materials (AMAT) 0.0 $68k -25% 265.00 256.55
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Ares Capital Corporation (ARCC) 0.0 $67k -23% 3.3k 20.23
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Nike CL B (NKE) 0.0 $60k -31% 940.00 63.71
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Eaton Corp SHS (ETN) 0.0 $60k 187.00 318.51
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Vertiv Holdings Com Cl A (VRT) 0.0 $59k -80% 364.00 162.01
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $57k 595.00 96.22
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Kenvue (KVUE) 0.0 $56k 3.3k 17.25
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Dbx Etf Tr Xtrackers High (HYUP) 0.0 $55k 1.3k 42.16
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Dollar General (DG) 0.0 $54k -19% 409.00 132.72
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Ares Dynamic Cr Allocation (ARDC) 0.0 $54k -80% 4.0k 13.30
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $51k 427.00 119.41
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $50k 4.4k 11.24
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $49k +20% 162.00 303.89
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Ishares Tr Us Home Cons Etf (ITB) 0.0 $46k 477.00 96.30
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $46k 582.00 78.79
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Blackrock (BLK) 0.0 $45k 42.00 1070.33
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $44k -3% 509.00 85.77
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Sofi Technologies (SOFI) 0.0 $44k +16% 1.7k 26.18
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Automatic Data Processing (ADP) 0.0 $43k 167.00 257.23
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Reliance Steel & Aluminum (RS) 0.0 $41k 141.00 288.87
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Series Portfolios Tr Eldridge Aaa Clo (CLOX) 0.0 $40k 1.6k 25.51
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Vanguard Index Fds Value Etf (VTV) 0.0 $38k 198.00 190.77
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Alphabet Cap Stk Cl C (GOOG) 0.0 $38k 120.00 313.80
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Verizon Communications (VZ) 0.0 $34k 841.00 40.72
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Baidu Spon Adr Rep A (BIDU) 0.0 $34k 260.00 130.66
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Intercontinental Exchange (ICE) 0.0 $34k 208.00 161.96
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Robinhood Mkts Com Cl A (HOOD) 0.0 $32k +9% 286.00 113.10
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salesforce (CRM) 0.0 $31k -37% 117.00 264.91
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Microchip Technology (MCHP) 0.0 $30k -9% 468.00 63.72
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Kla Corp Com New (KLAC) 0.0 $27k 22.00 1215.09
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Vaneck Ethereum Tr SHS (ETHV) 0.0 $26k NEW 600.00 43.44
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Devon Energy Corporation (DVN) 0.0 $26k 707.00 36.65
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Exxon Mobil Corporation (XOM) 0.0 $25k 209.00 120.34
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PennantPark Investment (PNNT) 0.0 $24k 3.9k 5.96
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Thermo Fisher Scientific (TMO) 0.0 $21k 37.00 579.46
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Overstock (BBBY) 0.0 $21k -84% 3.9k 5.46
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MercadoLibre (MELI) 0.0 $20k 10.00 2014.30
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $20k 318.00 62.46
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Paychex (PAYX) 0.0 $19k 167.00 112.18
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Apa Corporation (APA) 0.0 $19k 761.00 24.45
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Abbott Laboratories (ABT) 0.0 $19k 148.00 125.29
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Roper Industries (ROP) 0.0 $17k 37.00 445.14
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Select Sector Spdr Tr State Street Rea (XLRE) 0.0 $16k 398.00 40.38
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Pepsi (PEP) 0.0 $16k 109.00 143.52
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Cisco Systems (CSCO) 0.0 $14k 184.00 76.93
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Agnc Invt Corp Com reit (AGNC) 0.0 $13k NEW 1.2k 10.72
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Ishares Msci Emrg Chn (EMXC) 0.0 $11k 157.00 72.68
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Proshares Tr Bitcoin Etf (BITO) 0.0 $11k -87% 868.00 12.16
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Bank of America Corporation (BAC) 0.0 $11k 191.00 55.13
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Johnson & Johnson (JNJ) 0.0 $10k 49.00 206.86
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Procter & Gamble Company (PG) 0.0 $9.4k 65.00 144.06
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Intel Corporation (INTC) 0.0 $9.3k 253.00 36.87
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Gabelli Dividend & Income Trust (GDV) 0.0 $9.3k 336.00 27.73
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Vanguard World Extended Dur (EDV) 0.0 $8.7k 134.00 64.78
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DTF Tax Free Income (DTF) 0.0 $8.4k NEW 732.00 11.42
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $8.4k 57.00 146.58
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Bigbear Ai Hldgs (BBAI) 0.0 $8.2k 1.5k 5.40
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Trane Technologies SHS (TT) 0.0 $8.2k 21.00 389.19
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CVS Caremark Corporation (CVS) 0.0 $8.0k 101.00 79.04
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Intuit (INTU) 0.0 $7.9k 12.00 662.42
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Prologis (PLD) 0.0 $7.5k 59.00 127.58
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Ametek (AME) 0.0 $7.4k 36.00 205.31
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American Electric Power Company (AEP) 0.0 $7.3k 63.00 115.73
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Novartis Sponsored Adr (NVS) 0.0 $6.9k 50.00 137.88
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International Business Machines (IBM) 0.0 $6.7k 23.00 292.83
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $6.7k NEW 11.00 605.00
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Alps Etf Tr Alerian Mlp (AMLP) 0.0 $6.6k 140.00 47.01
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J P Morgan Exchange Traded F Internl Gwt (JIG) 0.0 $6.6k +2% 90.00 73.03
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Zhihu Sponsored Ads (ZH) 0.0 $6.4k -21% 2.0k 3.28
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Ameriprise Financial (AMP) 0.0 $6.4k 13.00 490.31
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Consolidated Edison (ED) 0.0 $6.4k 64.00 99.59
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Vistra Energy (VST) 0.0 $5.9k 37.00 159.27
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Coca-Cola Company (KO) 0.0 $5.7k 82.00 70.10
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UnitedHealth (UNH) 0.0 $5.7k 17.00 336.29
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Citigroup Com New (C) 0.0 $5.7k 49.00 116.37
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Synchrony Financial (SYF) 0.0 $5.7k 68.00 83.43
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Netflix (NFLX) 0.0 $5.6k +900% 60.00 93.77
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Nextera Energy (NEE) 0.0 $5.6k 70.00 79.84
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Deere & Company (DE) 0.0 $5.6k 12.00 465.58
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Jefferies Finl Group (JEF) 0.0 $5.5k 88.00 62.10
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Paypal Holdings (PYPL) 0.0 $5.3k 90.00 58.51
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CSX Corporation (CSX) 0.0 $5.2k 144.00 36.25
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Williams Companies (WMB) 0.0 $5.0k 84.00 59.98
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Kinder Morgan (KMI) 0.0 $5.0k 181.00 27.55
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Blackstone Group Inc Com Cl A (BX) 0.0 $4.6k 30.00 154.40
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Boston Scientific Corporation (BSX) 0.0 $4.6k 48.00 95.35
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3M Company (MMM) 0.0 $4.2k 27.00 157.37
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Kroger (KR) 0.0 $4.1k 66.00 62.38
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Illinois Tool Works (ITW) 0.0 $3.7k 15.00 246.33
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Marathon Petroleum Corp (MPC) 0.0 $3.6k 22.00 162.64
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Joby Aviation Common Stock (JOBY) 0.0 $3.5k 265.00 13.20
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Soundhound Ai Class A Com (SOUN) 0.0 $3.5k +16% 350.00 9.97
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Tyson Foods Cl A (TSN) 0.0 $3.5k 59.00 58.56
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Valero Energy Corporation (VLO) 0.0 $3.4k 21.00 162.81
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Kraft Heinz (KHC) 0.0 $3.3k 136.00 24.25
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Constellation Energy (CEG) 0.0 $3.2k 9.00 353.22
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United Parcel Service CL B (UPS) 0.0 $3.0k 31.00 98.19
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Moderna (MRNA) 0.0 $2.9k 100.00 29.49
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $2.8k 6.00 468.83
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Honeywell International (HON) 0.0 $2.7k -33% 14.00 195.07
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Globant S A (GLOB) 0.0 $2.6k 40.00 65.38
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Alcon Ord Shs (ALC) 0.0 $2.6k 33.00 78.82
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Dominion Resources (D) 0.0 $2.5k 43.00 58.58
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American Intl Group Com New (AIG) 0.0 $2.4k 28.00 85.54
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Sprott Asset Management Physical Silver (PSLV) 0.0 $2.4k 100.00 23.65
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Tesla Motors (TSLA) 0.0 $2.2k -75% 5.00 449.80
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Arista Networks Com Shs (ANET) 0.0 $2.1k 16.00 131.00
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S&p Global (SPGI) 0.0 $2.1k 4.00 522.50
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Texas Instruments Incorporated (TXN) 0.0 $2.1k 12.00 173.50
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Select Sector Spdr Tr State Street Ene (XLE) 0.0 $1.8k +100% 40.00 44.70
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Spdr Series Trust State Street Spd (XNTK) 0.0 $1.7k NEW 6.00 277.83
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Metropcs Communications (TMUS) 0.0 $1.6k 8.00 203.00
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $1.6k 6.00 268.33
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Vale S A Sponsored Ads (VALE) 0.0 $1.3k 100.00 13.03
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Global Payments (GPN) 0.0 $1.2k 16.00 77.38
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MGM Resorts International. (MGM) 0.0 $1.2k 33.00 36.48
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Voya Financial (VOYA) 0.0 $1.0k 14.00 74.50
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Exelon Corporation (EXC) 0.0 $958.999800 22.00 43.59
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Atlassian Corporation Cl A (TEAM) 0.0 $649.000000 -33% 4.00 162.25
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Walt Disney Company (DIS) 0.0 $569.000000 5.00 113.80
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Celanese Corporation (CE) 0.0 $295.999900 7.00 42.29
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The Trade Desk Com Cl A (TTD) 0.0 $228.000000 6.00 38.00
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Solstice Advanced Matls Com Shs (SOLS) 0.0 $97.000000 NEW 2.00 48.50
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Past Filings by Cedar Wealth Management

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

View all past filings