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