The Analysis of Cedrus Wealth Group LLC's Holdings & P&L


Currently, Cedrus Wealth Group LLC holds 48 types of securities in its portfolio with a total value $89.8M. In the most recent quarter, they have increased their positions in PSLV (+754.2K shares, valued at $18.4M), SPY (+21.9K shares, valued at $14.3M), SPPP (+470.2K shares, valued at $7.3M); initiated new positions in PSLV (+754.2K shares, valued at $18.4M), SPY (+21.9K shares, valued at $14.3M), SPPP (+470.2K shares, valued at $7.3M).


1M P&L
+196.1K+0.33%
3M P&L
-678.2K-1.11%
HY P&L
-1.7M-2.68%

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/A64.7M
77.3%
2Gold3.9M
4.7%
3Other Precious Metals & Mining3.1M
3.6%

Top Industries by Stock Count

1N/A27 stocks
64.3%
2Other Precious Metals & Mining2 stocks
4.8%
3Silver2 stocks
4.8%
Stock Holdings
PSLV
SPROTT ASSET MANAGEMENT LP
New
Shares754.2K
Event2026-03-31
Filed2026-05-15
SPY
STATE STR SPDR S&P 500 ETF T
New
Shares21.9K
Event2026-03-31
Filed2026-05-15
SPPP
SPROTT ASSET MANAGEMENT LP
New
Shares470.2K
Event2026-03-31
Filed2026-05-15
RDVY
FIRST TR EXCHANGE TRADED FD
New
Shares48.1K
Event2026-03-31
Filed2026-05-15
FEGE
RBB FUND TRUST
New
Shares64.7K
Event2026-03-31
Filed2026-05-15
SSRM
SSR MINING IN
New
Shares102.9K
Event2026-03-31
Filed2026-05-15
SILJ
AMPLIFY ETF TR
New
Shares97.5K
Event2026-03-31
Filed2026-05-15
ASM
AVINO SILVER & GOLD MINES LT
New
Shares340.8K
Event2026-03-31
Filed2026-05-15
COST
COSTCO WHOLESALE CORPORATION
New
Shares2.1K
Event2026-03-31
Filed2026-05-15
FTRB
FEDERATED HERMES ETF TRUST
New
Shares74.0K
Event2026-03-31
Filed2026-05-15
INVESCO QQQ TR
INVESCO QQQ TR
New
Shares3.1K
Event2026-03-31
Filed2026-05-15
NVDA
NVIDIA CORPORATION
New
Shares10.0K
Event2026-03-31
Filed2026-05-15
AG
FIRST MAJESTIC SILVER CORP
New
Shares79.0K
Event2026-03-31
Filed2026-05-15
FSCC
FEDERATED HERMES ETF TRUST
New
Shares55.4K
Event2026-03-31
Filed2026-05-15
AAPL
APPLE INC
New
Shares5.5K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
New
Shares2.8K
Event2026-03-31
Filed2026-05-15
MFSG
MFS ACTIVE EXCHANGE TRADED F
New
Shares52.3K
Event2026-03-31
Filed2026-05-15
V
VISA INC
New
Shares4.3K
Event2026-03-31
Filed2026-05-15
MSFT
MICROSOFT CORP
New
Shares3.5K
Event2026-03-31
Filed2026-05-15
FLCG
FEDERATED HERMES ETF TRUST
New
Shares37.0K
Event2026-03-31
Filed2026-05-15
LINDE PLC
LINDE PLC
New
Shares2.2K
Event2026-03-31
Filed2026-05-15
IWR
ISHARES TR
New
Shares10.2K
Event2026-03-31
Filed2026-05-15
TSLA
TESLA INC
New
Shares2.6K
Event2026-03-31
Filed2026-05-15
PHYS
SPROTT ASSET MANAGEMENT LP
New
Shares26.5K
Event2026-03-31
Filed2026-05-15
BVN
COMPANIA DE MINAS BUENAVENTU
New
Shares24.9K
Event2026-03-31
Filed2026-05-15
PAAS
PAN AMERN SILVER CORP
New
Shares16.4K
Event2026-03-31
Filed2026-05-15
TIP
ISHARES TR
New
Shares7.4K
Event2026-03-31
Filed2026-05-15
URI
UNITED RENTALS INC
New
Shares1.1K
Event2026-03-31
Filed2026-05-15
SPDR SERIES TRUST
SPDR SERIES TRUST
New
Shares8.4K
Event2026-03-31
Filed2026-05-15
RECS
COLUMBIA ETF TR I
New
Shares20.0K
Event2026-03-31
Filed2026-05-15
BLOK
AMPLIFY ETF TR
New
Shares14.4K
Event2026-03-31
Filed2026-05-15
IJR
ISHARES TR
New
Shares5.7K
Event2026-03-31
Filed2026-05-15
HYG
ISHARES TR
New
Shares8.2K
Event2026-03-31
Filed2026-05-15
COEUR MNG INC
COEUR MNG INC
New
Shares33.8K
Event2026-03-31
Filed2026-05-15
SDVY
FIRST TR EXCHANGE TRADED FD
New
Shares15.1K
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
New
Shares2.6K
Event2026-03-31
Filed2026-05-15
FDL
FIRST TR EXCHANGE-TRADED FD
New
Shares9.5K
Event2026-03-31
Filed2026-05-15
AIRR
FIRST TR EXCHANGE TRADED FD
New
Shares4.0K
Event2026-03-31
Filed2026-05-15
FTCS
FIRST TR EXCHANGE-TRADED FD
New
Shares4.4K
Event2026-03-31
Filed2026-05-15
SRLN
SSGA ACTIVE ETF TR
New
Shares9.5K
Event2026-03-31
Filed2026-05-15
BKLN
INVESCO EXCH TRADED FD TR II
New
Shares18.5K
Event2026-03-31
Filed2026-05-15
HYLB
DBX ETF TR
New
Shares10.2K
Event2026-03-31
Filed2026-05-15
FNX
FIRST TR EXCHANGE-TRADED ALP
New
Shares2.4K
Event2026-03-31
Filed2026-05-15
DE
DEERE & CO
New
Shares541
Event2026-03-31
Filed2026-05-15
SLV
ISHARES SILVER TR
New
Shares4.4K
Event2026-03-31
Filed2026-05-15
FYX
FIRST TR EXCHANGE-TRADED ALP
New
Shares2.3K
Event2026-03-31
Filed2026-05-15
CVX
CHEVRON CORPORATION
New
Shares1.3K
Event2026-03-31
Filed2026-05-15
EXK
ENDEAVOUR SILVER CORP
New
Shares15.3K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available