Cedar Wealth Management

Cedar Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Cedar Wealth Management

Cedar Wealth Management holds 193 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 21.2 $59M 202k 289.81
Schwab Strategic Tr Us Dividend Eq (SCHD) 12.4 $34M 1.3M 27.32
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 8.1 $22M 787k 28.32
Vanguard World Esg Us Stk Etf (ESGV) 7.8 $22M 206k 104.89
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 7.6 $21M 420k 49.96
Philip Morris International (PM) 6.1 $17M 140k 120.35
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 5.5 $15M 145k 104.88
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.8 $11M 302k 34.59
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 2.3 $6.4M 95k 67.03
Altria (MO) 2.2 $6.2M 118k 52.29
Ishares Tr Russell 3000 Etf (IWV) 1.8 $5.0M 15k 334.25
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.5 $4.2M 67k 63.47
Amazon (AMZN) 1.2 $3.3M 15k 219.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $3.3M 6.0k 538.79
Mondelez Intl Cl A (MDLZ) 1.1 $2.9M 49k 59.73
Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.2M 12k 189.30
Microsoft Corporation (MSFT) 0.6 $1.8M 4.2k 421.54
Ishares Msci Jpn Etf New (EWJ) 0.6 $1.8M 26k 67.10
Agf Invts Tr Us Market Netrl (BTAL) 0.6 $1.7M 91k 18.48
Apple (AAPL) 0.6 $1.7M 6.7k 250.43
Global E Online SHS (GLBE) 0.6 $1.6M 29k 54.53
Us Bancorp Del Com New (USB) 0.6 $1.6M 32k 47.83
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.5 $1.5M 37k 40.68
NVIDIA Corporation (NVDA) 0.5 $1.5M 11k 134.29
Ishares Tr S&p 100 Etf (OEF) 0.5 $1.4M 4.8k 288.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.3M 2.4k 511.30
Barrick Gold Corp (GOLD) 0.4 $976k 63k 15.50
Meta Platforms Cl A (META) 0.3 $933k 1.6k 585.51
Wisdomtree Tr Euro Qtly Div Gr (EUDG) 0.3 $928k 31k 29.79
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $862k 25k 34.75
Ishares Msci Cda Etf (EWC) 0.3 $833k 21k 40.30
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $819k 9.7k 84.79
Flexshares Tr Mornstar Upstr (GUNR) 0.3 $801k 22k 36.36
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $766k 16k 48.42
Flexshares Tr Qualt Divd Idx (QDF) 0.3 $703k 10k 70.55
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $685k 16k 41.82
Flexshares Tr Qlt Div Def Idx (QDEF) 0.2 $673k 9.6k 70.22
Cambria Etf Tr Tail Risk (TAIL) 0.2 $612k 55k 11.20
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $612k 4.8k 127.59
Novagold Res Com New (NG) 0.2 $569k 171k 3.33
Perrigo SHS (PRGO) 0.2 $565k 22k 25.71
Visa Com Cl A (V) 0.2 $556k 1.8k 316.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $536k 1.2k 453.28
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $523k 9.0k 58.18
Occidental Petroleum Corporation (OXY) 0.2 $523k 11k 49.41
Asml Holding N V N Y Registry Shs (ASML) 0.2 $498k 719.00 693.08
At&t (T) 0.2 $480k 21k 22.77
Ford Motor Company (F) 0.2 $475k 48k 9.90
Confluent Class A Com (CFLT) 0.2 $458k 16k 27.96
Ishares Msci Aust Etf (EWA) 0.2 $455k 19k 23.86
Amplitude Com Cl A (AMPL) 0.1 $395k 37k 10.55
Transocean Registered Shs (RIG) 0.1 $391k 104k 3.75
Rh (RH) 0.1 $383k 972.00 393.59
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $364k 2.6k 137.57
Twilio Cl A (TWLO) 0.1 $360k 3.3k 108.08
Spdr Gold Tr Gold Shs (GLD) 0.1 $348k 1.4k 242.13
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $334k 832.00 401.78
Grocery Outlet Hldg Corp (GO) 0.1 $318k 20k 15.61
Adobe Systems Incorporated (ADBE) 0.1 $317k 713.00 444.68
Sunopta (STKL) 0.1 $297k 39k 7.70
Capri Holdings SHS (CPRI) 0.1 $297k 14k 21.06
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.1 $288k 3.0k 94.98
Chevron Corporation (CVX) 0.1 $282k 1.9k 144.84
Ishares Tr Russell 2000 Etf (IWM) 0.1 $272k 1.2k 220.96
Annaly Capital Management In Com New (NLY) 0.1 $269k 15k 18.30
Ego (EGO) 0.1 $268k 18k 14.87
Servicenow (NOW) 0.1 $264k 249.00 1060.12
Ishares Tr Select Divid Etf (DVY) 0.1 $255k 1.9k 131.29
Ishares Tr Core Div Grwth (DGRO) 0.1 $241k 3.9k 61.34
Starbucks Corporation (SBUX) 0.1 $233k 2.6k 91.25
Johnson & Johnson (JNJ) 0.1 $220k 1.5k 144.62
Vanguard World Inf Tech Etf (VGT) 0.1 $207k 333.00 621.80
Ishares Tr Exponential Tech (XT) 0.1 $206k 3.4k 59.66
Eli Lilly & Co. (LLY) 0.1 $200k 259.00 772.00
Prologis (PLD) 0.1 $197k 1.9k 105.70
Hercules Technology Growth Capital (HTGC) 0.1 $196k 9.8k 20.09
Apa Corporation (APA) 0.1 $184k 8.0k 23.09
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $178k 2.2k 79.99
Pfizer (PFE) 0.1 $152k 5.7k 26.53
Advisorshares Tr Pure Us Cannabis (MSOS) 0.1 $140k 37k 3.81
Costco Wholesale Corporation (COST) 0.0 $130k 142.00 918.07
Overstock (BBBY) 0.0 $126k 26k 4.93
Merck & Co (MRK) 0.0 $126k 1.3k 99.46
Nike CL B (NKE) 0.0 $119k 1.6k 75.68
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $117k 4.7k 24.86
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $113k 965.00 117.50
Kenvue (KVUE) 0.0 $107k 5.0k 21.35
Albemarle Corporation (ALB) 0.0 $97k 1.1k 86.08
Ares Capital Corporation (ARCC) 0.0 $94k 4.3k 21.89
Home Depot (HD) 0.0 $88k 226.00 389.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $83k 141.00 586.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $78k 1.8k 44.04
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $78k 1.6k 48.31
Cronos Group (CRON) 0.0 $77k 38k 2.02
Reliance Steel & Aluminum (RS) 0.0 $67k 250.00 269.26
Agilent Technologies Inc C ommon (A) 0.0 $65k 487.00 134.34
salesforce (CRM) 0.0 $63k 187.00 334.33
Eaton Corp SHS (ETN) 0.0 $62k 187.00 331.87
Wal-Mart Stores (WMT) 0.0 $61k 678.00 90.35
Roku Com Cl A (ROKU) 0.0 $60k 801.00 74.34
Applied Materials (AMAT) 0.0 $58k 357.00 162.42
Abbvie (ABBV) 0.0 $58k 326.00 177.70
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $57k 2.1k 27.38
Advanced Micro Devices (AMD) 0.0 $55k 456.00 120.79
Dbx Etf Tr Xtrackers High (HYUP) 0.0 $54k 1.3k 41.74
Ishares Tr Us Home Cons Etf (ITB) 0.0 $52k 500.00 103.39
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $51k 4.4k 11.53
Automatic Data Processing (ADP) 0.0 $49k 167.00 292.73
Blackrock (BLK) 0.0 $43k 42.00 1025.12
Broadcom (AVGO) 0.0 $42k 180.00 231.84
Verizon Communications (VZ) 0.0 $40k 1.0k 39.99
Dollar General (DG) 0.0 $39k 509.00 75.80
MPLX Com Unit Rep Ltd (MPLX) 0.0 $36k 754.00 47.86
Microchip Technology (MCHP) 0.0 $36k 628.00 57.35
Astrazeneca Sponsored Adr (AZN) 0.0 $35k 534.00 65.52
Lam Research Corp Com New (LRCX) 0.0 $34k 470.00 72.23
Ishares Msci Emrg Chn (EMXC) 0.0 $33k 590.00 55.45
Intercontinental Exchange (ICE) 0.0 $31k 208.00 149.01
J P Morgan Exchange Traded F Internl Gwt (JIG) 0.0 $31k 489.00 62.42
PennantPark Investment (PNNT) 0.0 $28k 3.9k 7.08
Roper Industries (ROP) 0.0 $27k 51.00 519.98
Paychex (PAYX) 0.0 $23k 167.00 140.22
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $23k 674.00 33.91
Alphabet Cap Stk Cl C (GOOG) 0.0 $23k 120.00 190.44
Intel Corporation (INTC) 0.0 $22k 1.1k 20.05
Baidu Spon Adr Rep A (BIDU) 0.0 $22k 260.00 84.31
Novartis Sponsored Adr (NVS) 0.0 $21k 217.00 97.31
Fidus Invt (FDUS) 0.0 $21k 992.00 21.02
Emerson Electric (EMR) 0.0 $21k 167.00 123.93
Thermo Fisher Scientific (TMO) 0.0 $19k 37.00 520.24
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $19k 261.00 70.74
MercadoLibre (MELI) 0.0 $17k 10.00 1700.40
Abbott Laboratories (ABT) 0.0 $17k 148.00 113.11
Gilead Sciences (GILD) 0.0 $15k 160.00 92.37
Kla Corp Com New (KLAC) 0.0 $14k 22.00 630.14
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $14k 70.00 197.49
Skyworks Solutions (SWKS) 0.0 $13k 148.00 88.68
Caesars Entertainment (CZR) 0.0 $13k 375.00 33.42
Moderna (MRNA) 0.0 $12k 290.00 41.58
Nucor Corporation (NUE) 0.0 $12k 100.00 116.71
Air Lease Corp Cl A (AL) 0.0 $11k 225.00 48.21
Ameriprise Financial (AMP) 0.0 $11k 20.00 532.45
TransDigm Group Incorporated (TDG) 0.0 $8.9k 7.00 1267.29
Zhihu Sponsored Ads (ZH) 0.0 $8.8k 2.5k 3.54
Globant S A (GLOB) 0.0 $8.6k 40.00 214.43
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.0 $7.9k 167.00 47.22
Trane Technologies SHS (TT) 0.0 $7.8k 21.00 369.33
Intuit (INTU) 0.0 $7.5k 12.00 628.50
Ametek (AME) 0.0 $6.5k 36.00 180.25
Accenture Plc Ireland Shs Class A (ACN) 0.0 $6.3k 18.00 351.78
Ishares Gold Tr Ishares New (IAU) 0.0 $6.0k 121.00 49.51
Micron Technology (MU) 0.0 $5.8k 69.00 84.16
JPMorgan Chase & Co. (JPM) 0.0 $5.8k 24.00 239.71
Deere & Company (DE) 0.0 $5.1k 12.00 423.67
Honeywell International (HON) 0.0 $4.7k 21.00 225.90
CSX Corporation (CSX) 0.0 $4.6k 144.00 32.27
Bank of America Corporation (BAC) 0.0 $4.6k 105.00 43.95
Synchrony Financial (SYF) 0.0 $4.4k 68.00 65.00
Boston Scientific Corporation (BSX) 0.0 $4.3k 48.00 89.31
Illinois Tool Works (ITW) 0.0 $3.8k 15.00 253.53
Pepsi (PEP) 0.0 $3.6k 24.00 152.04
Icahn Enterprises Depositary Unit (IEP) 0.0 $3.6k 420.00 8.67
Texas Instruments Incorporated (TXN) 0.0 $3.4k 18.00 187.50
Global Payments (GPN) 0.0 $3.4k 30.00 112.07
Marathon Petroleum Corp (MPC) 0.0 $3.1k 22.00 139.50
UnitedHealth (UNH) 0.0 $3.0k 6.00 505.83
Alcon Ord Shs (ALC) 0.0 $2.8k 33.00 84.88
Valero Energy Corporation (VLO) 0.0 $2.6k 21.00 122.57
Okta Cl A (OKTA) 0.0 $2.5k 32.00 78.81
CVS Caremark Corporation (CVS) 0.0 $2.5k 55.00 44.89
Constellation Brands Cl A (STZ) 0.0 $2.2k 10.00 221.00
Crowdstrike Hldgs Cl A (CRWD) 0.0 $2.1k 6.00 342.17
American Intl Group Com New (AIG) 0.0 $2.0k 28.00 72.79
Constellation Energy (CEG) 0.0 $2.0k 9.00 223.67
S&p Global (SPGI) 0.0 $2.0k 4.00 498.00
Virtus Allianzgi Equity & Conv (NIE) 0.0 $1.9k 79.00 24.66
Arista Networks Com Shs (ANET) 0.0 $1.8k 16.00 110.50
Metropcs Communications (TMUS) 0.0 $1.8k 8.00 220.75
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $1.8k 183.00 9.65
Select Sector Spdr Tr Energy (XLE) 0.0 $1.7k 20.00 85.65
Atlassian Corporation Cl A (TEAM) 0.0 $1.5k 6.00 243.33
The Trade Desk Com Cl A (TTD) 0.0 $1.4k 12.00 117.50
Exxon Mobil Corporation (XOM) 0.0 $1.3k 12.00 107.58
MGM Resorts International. (MGM) 0.0 $1.1k 33.00 34.64
Investment Managers Ser Tr I Tradr 2x Short (TSLQ) 0.0 $1.0k 38.00 26.76
Celanese Corporation (CE) 0.0 $969.000200 14.00 69.21
Voya Financial (VOYA) 0.0 $963.999400 14.00 68.86
Vale S A Sponsored Ads (VALE) 0.0 $887.000000 100.00 8.87
Exelon Corporation (EXC) 0.0 $828.000800 22.00 37.64
Procter & Gamble Company (PG) 0.0 $671.000000 4.00 167.75
Walt Disney Company (DIS) 0.0 $557.000000 5.00 111.40
Nextera Energy (NEE) 0.0 $430.000200 6.00 71.67
Aurora Cannabis (ACB) 0.0 $0 0 0.00