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The Analysis of Cedar Wealth Management, LLC's Holdings & P&L

Currently, Cedar Wealth Management, LLC holds 89 types of securities in its portfolio with a total value $343.6M. In the most recent quarter, they have increased their positions in SGOV (+119.3K shares, valued at $12.0M), IDMO (+48.9K shares, valued at $2.7M), WES (+27.7K shares, valued at $1.1M); decreased their positions in SITM (-2.1K shares, valued at $712.5K), SPGP (-4.2K shares, valued at $453.3K), USB (-6.0K shares, valued at $312.1K); initiated new positions in IDMO (+48.9K shares, valued at $2.7M), WES (+27.7K shares, valued at $1.1M), WYFI (+40.4K shares, valued at $481.7K).

1M P&L

+16.5M+4.69%

3M P&L

+20.9M+6.02%

HY P&L

+38.4M+11.67%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A276.0M

85.1%

2Tobacco17.0M

5.2%

3Semiconductors4.0M

1.2%

Top Industries by Stock Count

1N/A39 stocks

48.8%

2Semiconductors4 stocks

5.0%

3Gold3 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS201.1K shares0.00%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR1.4M shares-0.51%2026-03-312026-05-14

XLG INVESCO EXCHANGE TRADED FD T582.0K shares2.54%2026-03-312026-05-14

IDHQ INVESCO EXCH TRADED FD TR II821.9K shares0.19%2026-03-312026-05-14

ESGV VANGUARD WORLD FD202.3K shares-0.05%2026-03-312026-05-14

SPGP INVESCO EXCHANGE TRADED FD T122.8K shares-3.32%2026-03-312026-05-14

SGOV ISHARES TR122.9K shares3284.58%2026-03-312026-05-14

DFAC DIMENSIONAL ETF TRUST302.3K shares0.00%2026-03-312026-05-14

Sponsored

PM PHILIP MORRIS INTL INC70.1K shares0.10%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS15.5K shares4.49%2026-03-312026-05-14

IWV ISHARES TR21.2K shares15.12%2026-03-312026-05-14

SPHQ INVESCO EXCHANGE TRADED FD T99.7K shares2.61%2026-03-312026-05-14

VGK VANGUARD INTL EQUITY INDEX F66.6K shares0.00%2026-03-312026-05-14

MO ALTRIA GROUP INC81.6K shares-3.70%2026-03-312026-05-14

ALPHABET INC ALPHABET INC15.9K shares-0.63%2026-03-312026-05-14

AMZN AMAZON COM INC16.4K shares6.38%2026-03-312026-05-14

Sponsored

NVDA NVIDIA CORPORATION17.4K shares22.88%2026-03-312026-05-14

AAPL APPLE INC11.9K shares9.20%2026-03-312026-05-14

CLOZ SERIES PORTFOLIOS TR115.8K shares19.63%2026-03-312026-05-14

IDMO INVESCO EXCH TRADED FD TR II48.9K sharesnew addition2026-03-312026-05-14

MDLZ MONDELEZ INTL INC42.2K shares0.00%2026-03-312026-05-14

ICLO INVESCO ACTIVELY MANAGED EXC93.8K shares26.40%2026-03-312026-05-14

EWJ ISHARES INC26.2K shares0.00%2026-03-312026-05-14

GARP ISHARES TR31.9K shares30.81%2026-03-312026-05-14

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META META PLATFORMS INC3.3K shares53.15%2026-03-312026-05-14

MSFT MICROSOFT CORP4.7K shares3.06%2026-03-312026-05-14

OEF ISHARES TR4.8K shares0.00%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR2.6K shares0.00%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR13.4K shares0.00%2026-03-312026-05-14

USB US BANCORP22.6K shares-21.02%2026-03-312026-05-14

WES WESTERN MIDSTREAM PARTNERS L27.7K sharesnew addition2026-03-312026-05-14

RIG TRANSOCEAN LTD171.9K shares-9.55%2026-03-312026-05-14

Sponsored

EWC ISHARES INC20.7K shares0.00%2026-03-312026-05-14

HEFA ISHARES TR24.8K shares0.00%2026-03-312026-05-14

NFLX NETFLIX INC.10.8K shares17923.33%2026-03-312026-05-14

EEM ISHARES TR16.4K shares0.00%2026-03-312026-05-14

NG NOVAGOLD RESOURCES INC100.6K shares0.60%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.6K shares0.00%2026-03-312026-05-14

NEM NEWMONT CORP7.8K shares0.00%2026-03-312026-05-14

ASML ASML HLDG NV607 shares0.00%2026-03-312026-05-14

Sponsored

IWM ISHARES TR3.2K shares-21.00%2026-03-312026-05-14

QDF FLEXSHARES TR10.0K shares0.00%2026-03-312026-05-14

QDEF FLEXSHARES TR9.6K shares0.00%2026-03-312026-05-14

VONG VANGUARD SCOTTSDALE FDS6.7K shares9.51%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS4.8K shares0.00%2026-03-312026-05-14

TLT ISHARES TR7.7K shares140.94%2026-03-312026-05-14

RH RH4.6K shares88.65%2026-03-312026-05-14

FCX FREEPORT MCMORAN INC10.4K shares0.00%2026-03-312026-05-14

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares0.00%2026-03-312026-05-14

EWZ ISHARES INC14.5K shares0.00%2026-03-312026-05-14

BROADCOM INC BROADCOM INC1.8K shares0.00%2026-03-312026-05-14

F FORD MTR CO48.0K shares0.00%2026-03-312026-05-14

BARRICK MNG CORP BARRICK MNG CORP13.2K shares0.00%2026-03-312026-05-14

EWA ISHARES INC19.1K shares0.00%2026-03-312026-05-14

WYFI WHITEFIBER INC40.4K sharesnew addition2026-03-312026-05-14

WDS WOODSIDE ENERGY GROUP LTD19.5K shares-23.51%2026-03-312026-05-14

Sponsored

SDRL SEADRILL LTD9.8K shares-36.28%2026-03-312026-05-14

LLY ELI LILLY & CO474 shares0.00%2026-03-312026-05-14

TWLO TWILIO INC3.3K shares0.00%2026-03-312026-05-14

POET POET TECHNOLOGIES INC66.6K shares0.00%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR2.6K shares0.00%2026-03-312026-05-14

XMAG TIDAL TRUST II17.4K sharesnew addition2026-03-312026-05-14

IWF ISHARES TR832 shares0.00%2026-03-312026-05-14

V VISA INC1.1K shares0.00%2026-03-312026-05-14

Sponsored

NE NOBLE CORP PLC6.8K shares-15.00%2026-03-312026-05-14

VGSH VANGUARD SCOTTSDALE FDS5.5K shares-28.65%2026-03-312026-05-14

SPYM SPDR SERIES TRUST4.1K shares35.20%2026-03-312026-05-14

ALB ALBEMARLE CORP1.7K shares0.00%2026-03-312026-05-14

CVX CHEVRON CORPORATION1.4K shares-32.43%2026-03-312026-05-14

GLD SPDR GOLD TR673 shares-3.17%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC855 shares0.00%2026-03-312026-05-14

DVY ISHARES TR1.8K shares0.00%2026-03-312026-05-14

Sponsored

DGRO ISHARES TR3.9K shares0.00%2026-03-312026-05-14

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN12.3K shares48.15%2026-03-312026-05-14

MPLX MPLX LP4.5K shares59.90%2026-03-312026-05-14

VAL VALARIS LTD2.6K shares-50.19%2026-03-312026-05-14

EGO ELDORADO GOLD CORP NEW7.5K shares-7.41%2026-03-312026-05-14

T AT&T INC8.8K shares-25.03%2026-03-312026-05-14

STKL SUNOPTA INC38.6K shares0.00%2026-03-312026-05-14

OXY OCCIDENTAL PETE CORP3.8K shares0.00%2026-03-312026-05-14

Sponsored

CFR CULLEN FROST BANKERS INC1.8K shares0.00%2026-03-312026-05-14

SITM SITIME CORP686 shares-75.05%2026-03-312026-05-14

XT ISHARES TR3.4K shares0.00%2026-03-312026-05-14

VGT VANGUARD WORLD FD333 shares0.00%2026-03-312026-05-14

SBUX STARBUCKS CORP2.6K shares0.00%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO692 shares0.00%2026-03-312026-05-14

CPRI CAPRI HOLDINGS LIMITED11.1K shares0.00%2026-03-312026-05-14

MSOS ADVISORSHARES TR34.4K shares0.00%2026-03-312026-05-14

Sponsored

CRON CRONOS GROUP INC37.9K shares0.00%2026-03-312026-05-14

VTI

VANGUARD INDEX FDS

0.00%

Shares201.1K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

-0.51%

Shares1.4M

Event2026-03-31

Filed2026-05-14

XLG

INVESCO EXCHANGE TRADED FD T

2.54%

Shares582.0K

Event2026-03-31

Filed2026-05-14

IDHQ

INVESCO EXCH TRADED FD TR II

0.19%

Shares821.9K

Event2026-03-31

Filed2026-05-14

ESGV

VANGUARD WORLD FD

-0.05%

Shares202.3K

Event2026-03-31

Filed2026-05-14

SPGP

INVESCO EXCHANGE TRADED FD T

-3.32%

Shares122.8K

Event2026-03-31

Filed2026-05-14

SGOV

ISHARES TR

3284.58%

Shares122.9K

Event2026-03-31

Filed2026-05-14

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares302.3K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

0.10%

Shares70.1K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

4.49%

Shares15.5K

Event2026-03-31

Filed2026-05-14

IWV

ISHARES TR

15.12%

Shares21.2K

Event2026-03-31

Filed2026-05-14

SPHQ

INVESCO EXCHANGE TRADED FD T

2.61%

Shares99.7K

Event2026-03-31

Filed2026-05-14

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares66.6K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

-3.70%

Shares81.6K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-0.63%

Shares15.9K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

6.38%

Shares16.4K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

22.88%

Shares17.4K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

9.20%

Shares11.9K

Event2026-03-31

Filed2026-05-14

CLOZ

SERIES PORTFOLIOS TR

19.63%

Shares115.8K

Event2026-03-31

Filed2026-05-14

IDMO

INVESCO EXCH TRADED FD TR II

New

Shares48.9K

Event2026-03-31

Filed2026-05-14

MDLZ

MONDELEZ INTL INC

0.00%

Shares42.2K

Event2026-03-31

Filed2026-05-14

ICLO

INVESCO ACTIVELY MANAGED EXC

26.40%

Shares93.8K

Event2026-03-31

Filed2026-05-14

EWJ

ISHARES INC

0.00%

Shares26.2K

Event2026-03-31

Filed2026-05-14

GARP

ISHARES TR

30.81%

Shares31.9K

Event2026-03-31

Filed2026-05-14