The Analysis of Cedar Wealth Management, LLC's Holdings
Currently, Cedar Wealth Management, LLC holds 244 types of securities in its portfolio with a total value $326.3M. In the most recent quarter, they have increased their positions in SCHD (+160.2K shares, valued at $4.4M), XLG (+64.5K shares, valued at $3.7M), VOO (+4.8K shares, valued at $3.0M); decreased their positions in NG (-86.9K shares, valued at $765.0K), SPGP (-5.7K shares, valued at $650.7K), PM (-3.7K shares, valued at $594.5K); initiated new positions in SITM (+2.4K shares, valued at $716.2K), GARP (+9.8K shares, valued at $643.6K), FCX (+10.4K shares, valued at $408.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS201.1K shares0.00%2025-09-302025-11-12
SCHD SCHWAB STRATEGIC TR1.4M shares12.47%2025-09-302025-11-12 XLG INVESCO EXCHANGE TRADED FD T541.7K shares13.52%2025-09-302025-11-12 IDHQ INVESCO EXCH TRADED FD TR II813.6K shares3.97%2025-09-302025-11-12 ESGV VANGUARD WORLD FD202.6K shares0.00%2025-09-302025-11-12 SPGP INVESCO EXCHANGE TRADED FD T136.7K shares-4.02%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC74.9K shares-4.67%2025-09-302025-11-12 DFAC DIMENSIONAL ETF TRUST302.3K shares0.00%2025-09-302025-11-12 VOO VANGUARD INDEX FDS13.1K shares58.50%2025-09-302025-11-12 SPHQ INVESCO EXCHANGE TRADED FD T97.3K shares3.00%2025-09-302025-11-12 IWV ISHARES TR17.7K shares-1.66%2025-09-302025-11-12 MO ALTRIA GROUP INC89.3K shares-5.89%2025-09-302025-11-12 VGK VANGUARD INTL EQUITY INDEX F66.6K shares0.00%2025-09-302025-11-12 GOOGL ALPHABET INC16.0K shares-1.38%2025-09-302025-11-12 AMZN AMAZON COM INC15.4K shares0.31%2025-09-302025-11-12 MDLZ MONDELEZ INTL INC49.2K shares-0.28%2025-09-302025-11-12 CLOZ SERIES PORTFOLIOS TR100.5K shares6.22%2025-09-302025-11-12 NVDA NVIDIA CORPORATION14.2K shares-2.07%2025-09-302025-11-12 AAPL APPLE INC10.1K shares30.24%2025-09-302025-11-12 MSFT MICROSOFT CORP4.2K shares-0.31%2025-09-302025-11-12 EWJ ISHARES INC26.2K shares0.00%2025-09-302025-11-12 ICLO INVESCO ACTIVELY MANAGED EXC76.7K shares10.94%2025-09-302025-11-12 OEF ISHARES TR4.8K shares0.00%2025-09-302025-11-12 NG NOVAGOLD RES INC176.5K shares-33.00%2025-09-302025-11-12 QQQ INVESCO QQQ TR2.6K shares-1.53%2025-09-302025-11-12 USB US BANCORP DEL31.9K shares-1.84%2025-09-302025-11-12 META META PLATFORMS INC1.7K shares5.25%2025-09-302025-11-12 HYGV FLEXSHARES TR26.7K shares-13.06%2025-09-302025-11-12 EUDG WISDOMTREE TR31.1K shares0.00%2025-09-302025-11-12 EWC ISHARES INC20.7K shares0.00%2025-09-302025-11-12 HEFA ISHARES TR24.8K shares0.00%2025-09-302025-11-12 IWM ISHARES TR4.0K shares-3.14%2025-09-302025-11-12 IAU ISHARES GOLD TR13.4K shares0.00%2025-09-302025-11-12 RSP INVESCO EXCHANGE TRADED FD T4.6K shares0.32%2025-09-302025-11-12 EEM ISHARES TR16.4K shares0.00%2025-09-302025-11-12 QDF FLEXSHARES TR10.0K shares0.00%2025-09-302025-11-12 QDEF FLEXSHARES TR9.6K shares0.00%2025-09-302025-11-12 SITM SITIME CORP2.4K sharesnew addition2025-09-302025-11-12 ASML ASML HOLDING N V715 shares0.00%2025-09-302025-11-12 VYM VANGUARD WHITEHALL FDS4.8K shares0.00%2025-09-302025-11-12 GARP ISHARES TR9.8K sharesnew addition2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares0.00%2025-09-302025-11-12 AVGO BROADCOM INC1.8K shares-36.17%2025-09-302025-11-12 RIG TRANSOCEAN LTD190.0K shares0.00%2025-09-302025-11-12 F FORD MTR CO48.0K shares0.00%2025-09-302025-11-12 GLBE GLOBAL E ONLINE LTD16.0K shares0.00%2025-09-302025-11-12 RH RH2.6K shares6.32%2025-09-302025-11-12 EWA ISHARES INC19.1K shares0.00%2025-09-302025-11-12 OXY OCCIDENTAL PETE CORP10.6K shares-0.02%2025-09-302025-11-12 NEM NEWMONT CORP5.8K shares13.50%2025-09-302025-11-12 SDRL SEADRILL LTD15.4K shares0.00%2025-09-302025-11-12 VGSH VANGUARD SCOTTSDALE FDS7.7K shares0.62%2025-09-302025-11-12 EWZ ISHARES INC14.5K shares0.00%2025-09-302025-11-12 B BARRICK MNG CORP13.2K shares0.00%2025-09-302025-11-12 HIMS HIMS & HERS HEALTH INC7.4K shares0.00%2025-09-302025-11-12 FCX FREEPORT-MCMORAN INC10.4K sharesnew addition2025-09-302025-11-12 AMPL AMPLITUDE INC37.4K shares0.00%2025-09-302025-11-12 V VISA INC1.1K shares8.29%2025-09-302025-11-12 WDS WOODSIDE ENERGY GROUP LTD25.9K shares0.00%2025-09-302025-11-12 IWF ISHARES TR832 shares0.00%2025-09-302025-11-12 XLV SELECT SECTOR SPDR TR2.6K shares0.00%2025-09-302025-11-12 PRGO PERRIGO CO PLC16.5K shares0.00%2025-09-302025-11-12 SGOV ISHARES TR3.6K sharesnew addition2025-09-302025-11-12 T AT&T INC11.9K shares0.00%2025-09-302025-11-12 TWLO TWILIO INC3.3K shares0.00%2025-09-302025-11-12 CVX CHEVRON CORP NEW2.1K shares6.59%2025-09-302025-11-12 NLY ANNALY CAPITAL MANAGEMENT IN14.7K shares0.00%2025-09-302025-11-12 ARDC ARES DYNAMIC CR ALLOCATION F20.9K shares3.77%2025-09-302025-11-12 GLD SPDR GOLD TR815 shares0.00%2025-09-302025-11-12 TLT ISHARES TR3.2K shares0.06%2025-09-302025-11-12 CPRI CAPRI HOLDINGS LIMITED14.1K shares0.00%2025-09-302025-11-12 VRT VERTIV HOLDINGS CO1.8K sharesnew addition2025-09-302025-11-12 DGRO ISHARES TR3.9K shares0.00%2025-09-302025-11-12 DVY ISHARES TR1.8K shares-5.35%2025-09-302025-11-12 VAL VALARIS LTD5.3K shares0.00%2025-09-302025-11-12 BBBY BED BATH & BEYOND INC25.6K shares0.00%2025-09-302025-11-12 VGT VANGUARD WORLD FD333 shares0.00%2025-09-302025-11-12 XT ISHARES TR3.4K shares0.00%2025-09-302025-11-12 GUNR FLEXSHARES TR5.5K shares-50.00%2025-09-302025-11-12 EGO ELDORADO GOLD CORP NEW8.1K shares-35.71%2025-09-302025-11-12 ADBE ADOBE INC658 shares-9.12%2025-09-302025-11-12 NOW SERVICENOW INC249 shares0.00%2025-09-302025-11-12 NE NOBLE CORP PLC8.0K shares0.00%2025-09-302025-11-12 STKL SUNOPTA INC38.6K shares0.00%2025-09-302025-11-12 SBUX STARBUCKS CORP2.6K shares0.00%2025-09-302025-11-12 LDUR PIMCO ETF TR2.2K shares-4.49%2025-09-302025-11-12 LLY ELI LILLY & CO263 shares-1.13%2025-09-302025-11-12 VIGI VANGUARD WHITEHALL FDS2.2K shares0.00%2025-09-302025-11-12 MSOS ADVISORSHARES TR36.6K shares0.00%2025-09-302025-11-12 HTGC HERCULES CAPITAL INC9.0K shares-8.20%2025-09-302025-11-12 SQQQ PROSHARES TR10.0K sharesnew addition2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR227 shares0.00%2025-09-302025-11-12 DFAX DIMENSIONAL ETF TRUST4.7K shares0.00%2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC902 shares37.50%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW155 shares0.00%2025-09-302025-11-12 MU MICRON TECHNOLOGY INC855 shares0.00%2025-09-302025-11-12 MPLX MPLX LP2.8K shares23.61%2025-09-302025-11-12 BITO PROSHARES TR6.8K sharesnew addition2025-09-302025-11-12 ACWI ISHARES TR965 shares0.00%2025-09-302025-11-12 PFE PFIZER INC4.9K shares-12.16%2025-09-302025-11-12 MSTR STRATEGY INC345 sharesnew addition2025-09-302025-11-12 CRON CRONOS GROUP INC37.9K shares0.00%2025-09-302025-11-12 MRK MERCK & CO INC1.2K shares-10.93%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F1.8K shares0.00%2025-09-302025-11-12 NKE NIKE INC1.4K shares-12.00%2025-09-302025-11-12 HD HOME DEPOT INC226 shares0.00%2025-09-302025-11-12 ALB ALBEMARLE CORP1.1K shares0.00%2025-09-302025-11-12 ARCC ARES CAPITAL CORP4.3K shares0.00%2025-09-302025-11-12 WMT WALMART INC824 shares0.00%2025-09-302025-11-12 ABBV ABBVIE INC356 shares0.28%2025-09-302025-11-12 SPHD INVESCO EXCH TRADED FD TR II1.6K shares0.00%2025-09-302025-11-12 IDV ISHARES TR2.1K shares0.00%2025-09-302025-11-12 AMAT APPLIED MATLS INC357 shares0.00%2025-09-302025-11-12 ETN EATON CORP PLC187 shares0.00%2025-09-302025-11-12 LRCX LAM RESEARCH CORP470 shares0.00%2025-09-302025-11-12 FBTC FIDELITY WISE ORIGIN BITCOIN616 shares0.00%2025-09-302025-11-12 IEF ISHARES TR595 shares0.51%2025-09-302025-11-12 DBX ETF TR DBX ETF TR1.3K shares0.00%2025-09-302025-11-12 KVUE KENVUE INC3.3K shares0.00%2025-09-302025-11-12 DG DOLLAR GEN CORP NEW509 shares0.00%2025-09-302025-11-12 PGX INVESCO EXCH TRADED FD TR II4.4K shares0.00%2025-09-302025-11-12 ITB ISHARES TR477 shares-4.60%2025-09-302025-11-12 IEI ISHARES TR427 shares0.47%2025-09-302025-11-12 ADP AUTOMATIC DATA PROCESSING IN167 shares0.00%2025-09-302025-11-12 BLK BLACKROCK INC42 shares0.00%2025-09-302025-11-12 BSV VANGUARD BD INDEX FDS582 shares0.69%2025-09-302025-11-12 CRM SALESFORCE INC187 shares0.00%2025-09-302025-11-12 GDX VANECK ETF TRUST529 shares-15.90%2025-09-302025-11-12 CLOX SERIES PORTFOLIOS TR1.6K shares100.38%2025-09-302025-11-12 RS RELIANCE INC141 shares-25.00%2025-09-302025-11-12 SOFI SOFI TECHNOLOGIES INC1.4K sharesnew addition2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD134 shares91.43%2025-09-302025-11-12 HOOD ROBINHOOD MKTS INC261 sharesnew addition2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC841 shares48.85%2025-09-302025-11-12 VTV VANGUARD INDEX FDS198 shares0.51%2025-09-302025-11-12 ICE INTERCONTINENTAL EXCHANGE IN208 shares0.00%2025-09-302025-11-12 BIDU BAIDU INC260 shares0.00%2025-09-302025-11-12 MCHP MICROCHIP TECHNOLOGY INC.518 shares-17.52%2025-09-302025-11-12 GOOG ALPHABET INC120 shares0.00%2025-09-302025-11-12 A AGILENT TECHNOLOGIES INC225 shares-49.44%2025-09-302025-11-12 PNNT PENNANTPARK INVT CORP3.9K shares0.00%2025-09-302025-11-12 DVN DEVON ENERGY CORP NEW703 shares0.43%2025-09-302025-11-12 KLAC KLA CORP22 shares0.00%2025-09-302025-11-12 XOM EXXON MOBIL CORP209 shares1641.67%2025-09-302025-11-12 MELI MERCADOLIBRE INC10 shares0.00%2025-09-302025-11-12 SPYM SPDR SERIES TRUST278 sharesnew addition2025-09-302025-11-12 PAYX PAYCHEX INC167 shares0.00%2025-09-302025-11-12 ETHA ISHARES ETHEREUM TR665 sharesnew addition2025-09-302025-11-12 FDUS FIDUS INVT CORP992 shares0.00%2025-09-302025-11-12 ABT ABBOTT LABS148 shares0.00%2025-09-302025-11-12 COIN COINBASE GLOBAL INC58 sharesnew addition2025-09-302025-11-12 BMNR BITMINE IMMERSION TECNOLOGIE370 sharesnew addition2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS318 shares0.00%2025-09-302025-11-12 APA APA CORPORATION761 shares-91.28%2025-09-302025-11-12 ROP ROPER TECHNOLOGIES INC37 shares-27.45%2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC INC37 shares0.00%2025-09-302025-11-12 ELF E L F BEAUTY INC135 sharesnew addition2025-09-302025-11-12 IJH ISHARES TR262 shares0.00%2025-09-302025-11-12 XLRE SELECT SECTOR SPDR TR398 shares0.00%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.51 shares0.00%2025-09-302025-11-12 PEP PEPSICO INC109 shares75.81%2025-09-302025-11-12 ZH ZHIHU INC2.5K shares0.00%2025-09-302025-11-12 CSCO CISCO SYS INC184 shares0.55%2025-09-302025-11-12 CELH CELSIUS HLDGS INC207 sharesnew addition2025-09-302025-11-12 EMXC ISHARES INC157 shares0.00%2025-09-302025-11-12 BABA ALIBABA GROUP HLDG LTD57 shares0.00%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO65 shares0.00%2025-09-302025-11-12 BBAI BIGBEAR AI HLDGS INC1.5K sharesnew addition2025-09-302025-11-12 BAC BANK AMERICA CORP191 shares0.00%2025-09-302025-11-12 SMCI SUPER MICRO COMPUTER INC195 sharesnew addition2025-09-302025-11-12 EDV VANGUARD WORLD FD134 shares1.52%2025-09-302025-11-12 GDV GABELLI DIVID & INCOME TR336 shares0.60%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON49 shares-31.94%2025-09-302025-11-12 TSLA TESLA INC20 shares-28.57%2025-09-302025-11-12 TT TRANE TECHNOLOGIES PLC21 shares0.00%2025-09-302025-11-12 RTX RTX CORPORATION52 shares0.00%2025-09-302025-11-12 ACHR ARCHER AVIATION INC900 sharesnew addition2025-09-302025-11-12 INTC INTEL CORP253 shares-67.73%2025-09-302025-11-12 INTU INTUIT12 shares0.00%2025-09-302025-11-12 XSLV INVESCO EXCH TRADED FD TR II167 shares0.00%2025-09-302025-11-12 CVS CVS HEALTH CORP101 shares-5.61%2025-09-302025-11-12 NFLX NETFLIX INC6 shares0.00%2025-09-302025-11-12 VST VISTRA CORP37 shares0.00%2025-09-302025-11-12 AEP AMERICAN ELEC PWR CO INC63 shares0.00%2025-09-302025-11-12 FUBO FUBOTV INC1.7K sharesnew addition2025-09-302025-11-12 IBIT ISHARES BITCOIN TRUST ETF105 sharesnew addition2025-09-302025-11-12 AME AMETEK INC36 shares0.00%2025-09-302025-11-12 PLD PROLOGIS INC.59 shares-88.59%2025-09-302025-11-12 JIG J P MORGAN EXCHANGE TRADED F88 shares0.00%2025-09-302025-11-12 MCD MCDONALDS CORP22 shares0.00%2025-09-302025-11-12 AMLP ALPS ETF TR140 shares2.19%2025-09-302025-11-12 ED CONSOLIDATED EDISON INC64 shares0.00%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS23 shares0.00%2025-09-302025-11-12 NVS NOVARTIS AG50 shares-76.96%2025-09-302025-11-12 AMP AMERIPRISE FINL INC13 shares-35.00%2025-09-302025-11-12 PYPL PAYPAL HLDGS INC90 sharesnew addition2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC17 shares-10.53%2025-09-302025-11-12 JEF JEFFERIES FINL GROUP INC88 shares0.00%2025-09-302025-11-12 DE DEERE & CO12 shares0.00%2025-09-302025-11-12 KO COCA COLA CO82 shares0.00%2025-09-302025-11-12 PRU PRUDENTIAL FINL INC51 shares0.00%2025-09-302025-11-12 WMB WILLIAMS COS INC84 shares0.00%2025-09-302025-11-12 NEE NEXTERA ENERGY INC70 shares0.00%2025-09-302025-11-12 KMI KINDER MORGAN INC DEL181 shares1.12%2025-09-302025-11-12 BX BLACKSTONE INC30 shares0.00%2025-09-302025-11-12 CSX CSX CORP144 shares0.00%2025-09-302025-11-12 C CITIGROUP INC49 shares0.00%2025-09-302025-11-12 SYF SYNCHRONY FINANCIAL68 shares0.00%2025-09-302025-11-12 SOUN SOUNDHOUND AI INC300 sharesnew addition2025-09-302025-11-12 BSX BOSTON SCIENTIFIC CORP48 shares0.00%2025-09-302025-11-12 KR KROGER CO66 shares0.00%2025-09-302025-11-12 HON HONEYWELL INTL INC21 shares0.00%2025-09-302025-11-12 JOBY JOBY AVIATION INC265 sharesnew addition2025-09-302025-11-12 MPC MARATHON PETE CORP22 shares0.00%2025-09-302025-11-12 MMM 3M CO27 shares0.00%2025-09-302025-11-12 ITW ILLINOIS TOOL WKS INC15 shares0.00%2025-09-302025-11-12 VLO VALERO ENERGY CORP21 shares0.00%2025-09-302025-11-12 KHC KRAFT HEINZ CO136 shares0.00%2025-09-302025-11-12 BMY BRISTOL-MYERS SQUIBB CO71 shares1.43%2025-09-302025-11-12 TSN TYSON FOODS INC59 shares0.00%2025-09-302025-11-12 CEG CONSTELLATION ENERGY CORP9 shares0.00%2025-09-302025-11-12 CRWD CROWDSTRIKE HLDGS INC6 shares0.00%2025-09-302025-11-12 D DOMINION ENERGY INC43 shares0.00%2025-09-302025-11-12 MRNA MODERNA INC100 shares-65.52%2025-09-302025-11-12 UPS UNITED PARCEL SERVICE INC31 shares0.00%2025-09-302025-11-12 ALC ALCON AG33 shares0.00%2025-09-302025-11-12 ANET ARISTA NETWORKS INC16 shares0.00%2025-09-302025-11-12 GLOB GLOBANT S A40 shares0.00%2025-09-302025-11-12 TXN TEXAS INSTRS INC12 shares-33.33%2025-09-302025-11-12 AIG AMERICAN INTL GROUP INC28 shares0.00%2025-09-302025-11-12 SPGI S&P GLOBAL INC4 shares0.00%2025-09-302025-11-12 TMUS T-MOBILE US INC8 shares0.00%2025-09-302025-11-12 XLE SELECT SECTOR SPDR TR20 shares0.00%2025-09-302025-11-12 PSLV SPROTT ASSET MANAGEMENT LP100 shares-45.36%2025-09-302025-11-12 ACN ACCENTURE PLC IRELAND6 shares-66.67%2025-09-302025-11-12 GPN GLOBAL PMTS INC16 shares-46.67%2025-09-302025-11-12 MGM MGM RESORTS INTERNATIONAL33 shares0.00%2025-09-302025-11-12 VALE VALE S A100 shares0.00%2025-09-302025-11-12 VOYA VOYA FINANCIAL INC14 shares0.00%2025-09-302025-11-12 EXC EXELON CORP22 shares0.00%2025-09-302025-11-12 TEAM ATLASSIAN CORPORATION6 shares0.00%2025-09-302025-11-12 DIS DISNEY WALT CO5 shares0.00%2025-09-302025-11-12 CE CELANESE CORP DEL7 shares-50.00%2025-09-302025-11-12 TTD THE TRADE DESK INC6 shares-50.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available