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Series Portfolios Tr shares owned by Cedar Wealth Management

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Cedar Wealth Management from 13F filings

Historical chart of Cedar Wealth Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Cedar Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Cedar Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $40k 1.6k 25.51
2025-09-30 $40k 1.6k 25.57
2025-06-30 $20k 781 25.60

More positions owned by Cedar Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)
Vanguard World Esg Us Stk Etf (ESGV)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Philip Morris International (PM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Alphabet Cap Stk Cl A (GOOGL)
Altria (MO)
Amazon (AMZN)

View all positions for Cedar Wealth Management

Top funds holding Series Portfolios Tr

Security Benefit Life Insurance
LPL Financial
Spectrum Asset Management
Reuter James Wealth Management
Ball & Co Wealth Management
Carmel Capital Partners
Copia Wealth Management
Royal Bank of Canada
SRS Capital Advisors
WMG Financial Advisors
Black Swift Group
Inspire Advisors
Fortis Group Advisors
Brookwood Investment Group
Valeo Financial Advisors

View all funds holding Series Portfolios Tr