The Analysis of Cedar Wealth Management, LLC's Holdings
Currently, Cedar Wealth Management, LLC holds 233 types of securities in its portfolio with a total value $334.3M. In the most recent quarter, they have increased their positions in XLG (+26.0K shares, valued at $1.5M), N/A (+1.7K shares, valued at $1.1M), GARP (+14.6K shares, valued at $994.5K); decreased their positions in SPGP (-9.7K shares, valued at $1.1M), PM (-4.8K shares, valued at $773.8K), NG (-76.5K shares, valued at $713.3K); initiated new positions in VONG (+6.1K shares, valued at $743.8K), POET (+66.6K shares, valued at $421.3K), ONTO (+2.3K shares, valued at $359.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS201.1K shares-0.01%2025-12-312026-02-06
SCHD SCHWAB STRATEGIC TR1.4M shares-0.03%2025-12-312026-02-06 XLG INVESCO EXCHANGE TRADED FD T567.7K shares4.79%2025-12-312026-02-06 IDHQ INVESCO EXCH TRADED FD TR II820.4K shares0.83%2025-12-312026-02-06 ESGV VANGUARD WORLD FD202.4K shares-0.09%2025-12-312026-02-06 SPGP INVESCO EXCHANGE TRADED FD T127.0K shares-7.08%2025-12-312026-02-06 DFAC DIMENSIONAL ETF TRUST302.3K shares0.00%2025-12-312026-02-06 PM PHILIP MORRIS INTL INC70.0K shares-6.44%2025-12-312026-02-06 SPHQ INVESCO EXCHANGE TRADED FD T97.1K shares-0.21%2025-12-312026-02-06 IWV ISHARES TR18.4K shares3.75%2025-12-312026-02-06 VGK VANGUARD INTL EQUITY INDEX F66.6K shares0.00%2025-12-312026-02-06 ALPHABET INC ALPHABET INC16.0K shares0.00%2025-12-312026-02-06 MO ALTRIA GROUP INC84.8K shares-5.09%2025-12-312026-02-06 AMZN AMAZON COM INC15.4K shares0.29%2025-12-312026-02-06 AAPL APPLE INC10.9K shares7.42%2025-12-312026-02-06 NVDA NVIDIA CORPORATION14.2K shares0.00%2025-12-312026-02-06 CLOZ SERIES PORTFOLIOS TR96.8K shares-3.68%2025-12-312026-02-06 MDLZ MONDELEZ INTL INC42.2K shares-14.11%2025-12-312026-02-06 MSFT MICROSOFT CORP4.5K shares6.92%2025-12-312026-02-06 EWJ ISHARES INC26.2K shares0.00%2025-12-312026-02-06 ICLO INVESCO ACTIVELY MANAGED EXC74.2K shares-3.26%2025-12-312026-02-06 GARP ISHARES TR24.4K shares148.93%2025-12-312026-02-06 OEF ISHARES TR4.8K shares0.00%2025-12-312026-02-06 USB US BANCORP DEL28.6K shares-10.54%2025-12-312026-02-06 META META PLATFORMS INC2.1K shares27.84%2025-12-312026-02-06 EUDG WISDOMTREE TR31.1K shares0.00%2025-12-312026-02-06 EWC ISHARES INC20.7K shares0.00%2025-12-312026-02-06 HYGV FLEXSHARES TR26.1K shares-2.17%2025-12-312026-02-06 HEFA ISHARES TR24.8K shares0.00%2025-12-312026-02-06 IWM ISHARES TR4.0K shares0.00%2025-12-312026-02-06 SITM SITIME CORP2.7K shares15.65%2025-12-312026-02-06 NG NOVAGOLD RES INC100.0K shares-43.36%2025-12-312026-02-06 EEM ISHARES TR16.4K shares0.00%2025-12-312026-02-06 QDF FLEXSHARES TR10.0K shares0.00%2025-12-312026-02-06 RIG TRANSOCEAN LTD190.0K shares0.00%2025-12-312026-02-06 NEM NEWMONT CORP7.8K shares34.57%2025-12-312026-02-06 QDEF FLEXSHARES TR9.6K shares0.00%2025-12-312026-02-06 VONG VANGUARD SCOTTSDALE FDS6.1K sharesnew addition2025-12-312026-02-06 VYM VANGUARD WHITEHALL FDS4.8K shares0.00%2025-12-312026-02-06 ASML ASML HOLDING N V607 shares-15.10%2025-12-312026-02-06 F FORD MTR CO48.0K shares0.00%2025-12-312026-02-06 GLBE GLOBAL E ONLINE LTD16.0K shares0.00%2025-12-312026-02-06 BROADCOM INC BROADCOM INC1.8K shares0.00%2025-12-312026-02-06 SDRL SEADRILL LTD15.4K shares0.00%2025-12-312026-02-06 FCX FREEPORT-MCMORAN INC10.4K shares0.00%2025-12-312026-02-06 LLY ELI LILLY & CO474 shares80.23%2025-12-312026-02-06 EWA ISHARES INC19.1K shares0.00%2025-12-312026-02-06 TWLO TWILIO INC3.3K shares-2.01%2025-12-312026-02-06 EWZ ISHARES INC14.5K shares0.00%2025-12-312026-02-06 VGSH VANGUARD SCOTTSDALE FDS7.7K shares0.59%2025-12-312026-02-06 RH RH2.4K shares-5.94%2025-12-312026-02-06 POET POET TECHNOLOGIES INC66.6K sharesnew addition2025-12-312026-02-06 XLV SELECT SECTOR SPDR TR2.6K shares0.00%2025-12-312026-02-06 V VISA INC1.1K shares0.00%2025-12-312026-02-06 WDS WOODSIDE ENERGY GROUP LTD25.5K shares-1.76%2025-12-312026-02-06 IWF ISHARES TR832 shares0.00%2025-12-312026-02-06 SGOV ISHARES TR3.6K shares0.00%2025-12-312026-02-06 ONTO ONTO INNOVATION INC2.3K sharesnew addition2025-12-312026-02-06 CVX CHEVRON CORP NEW2.1K shares0.00%2025-12-312026-02-06 EGO ELDORADO GOLD CORP NEW8.1K shares0.00%2025-12-312026-02-06 T AT&T INC11.7K shares-1.57%2025-12-312026-02-06 TLT ISHARES TR3.2K shares0.00%2025-12-312026-02-06 GLD SPDR GOLD TR695 shares-14.72%2025-12-312026-02-06 DGRO ISHARES TR3.9K shares0.00%2025-12-312026-02-06 CPRI CAPRI HOLDINGS LIMITED11.1K shares-21.03%2025-12-312026-02-06 VAL VALARIS LTD5.3K shares0.32%2025-12-312026-02-06 DVY ISHARES TR1.8K shares0.00%2025-12-312026-02-06 VGT VANGUARD WORLD FD333 shares0.00%2025-12-312026-02-06 MU MICRON TECHNOLOGY INC855 shares0.00%2025-12-312026-02-06 SPYM SPDR SERIES TRUST3.0K shares990.29%2025-12-312026-02-06 XT ISHARES TR3.4K shares0.00%2025-12-312026-02-06 ALB ALBEMARLE CORP1.7K shares48.49%2025-12-312026-02-06 ADBE ADOBE INC658 shares0.00%2025-12-312026-02-06 CFR CULLEN FROST BANKERS INC1.8K sharesnew addition2025-12-312026-02-06 NE NOBLE CORP PLC8.0K shares0.00%2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.692 shares1256.86%2025-12-312026-02-06 SBUX STARBUCKS CORP2.6K shares0.00%2025-12-312026-02-06 AMD ADVANCED MICRO DEVICES INC936 shares3.77%2025-12-312026-02-06 VIGI VANGUARD WHITEHALL FDS2.2K shares0.00%2025-12-312026-02-06 NOW SERVICENOW INC1.2K shares400.00%2025-12-312026-02-06 MSOS ADVISORSHARES TR34.4K shares-6.20%2025-12-312026-02-06 OXY OCCIDENTAL PETE CORP3.8K shares-63.61%2025-12-312026-02-06 SPY SPDR S&P 500 ETF TR227 shares0.00%2025-12-312026-02-06 DFAX DIMENSIONAL ETF TRUST4.7K shares0.00%2025-12-312026-02-06 AMPL AMPLITUDE INC13.2K shares-64.71%2025-12-312026-02-06 MPLX MPLX LP2.8K shares0.00%2025-12-312026-02-06 STKL SUNOPTA INC38.6K shares0.00%2025-12-312026-02-06 LDUR PIMCO ETF TR1.5K shares-32.47%2025-12-312026-02-06 ACWI ISHARES TR965 shares0.00%2025-12-312026-02-06 COST COSTCO WHSL CORP NEW155 shares0.00%2025-12-312026-02-06 HTGC HERCULES CAPITAL INC6.6K shares-26.79%2025-12-312026-02-06 PFE PFIZER INC4.9K shares0.00%2025-12-312026-02-06 CRON CRONOS GROUP INC37.9K shares0.00%2025-12-312026-02-06 HIMS HIMS & HERS HEALTH INC3.0K shares-59.95%2025-12-312026-02-06 VWO VANGUARD INTL EQUITY INDEX F1.8K shares0.00%2025-12-312026-02-06 WMT WALMART INC824 shares0.00%2025-12-312026-02-06 XLK SELECT SECTOR SPDR TR637 sharesnew addition2025-12-312026-02-06 IDV ISHARES TR2.1K shares0.00%2025-12-312026-02-06 ABBV ABBVIE INC356 shares0.00%2025-12-312026-02-06 HD HOME DEPOT INC226 shares0.00%2025-12-312026-02-06 SPHD INVESCO EXCH TRADED FD TR II1.6K shares0.00%2025-12-312026-02-06 AMAT APPLIED MATLS INC265 shares-25.77%2025-12-312026-02-06 ARCC ARES CAPITAL CORP3.3K shares-23.25%2025-12-312026-02-06 NKE NIKE INC940 shares-31.83%2025-12-312026-02-06 VRT VERTIV HOLDINGS CO364 shares-80.07%2025-12-312026-02-06 IEF ISHARES TR595 shares0.00%2025-12-312026-02-06 KVUE KENVUE INC3.3K shares0.00%2025-12-312026-02-06 DBX ETF TR DBX ETF TR1.3K shares0.00%2025-12-312026-02-06 DG DOLLAR GEN CORP NEW409 shares-19.65%2025-12-312026-02-06 ARDC ARES DYNAMIC CR ALLOCATION F4.0K shares-80.76%2025-12-312026-02-06 IEI ISHARES TR427 shares0.00%2025-12-312026-02-06 PGX INVESCO EXCH TRADED FD TR II4.4K shares0.00%2025-12-312026-02-06 TSM TAIWAN SEMICONDUCTOR MFG LTD162 shares20.90%2025-12-312026-02-06 ITB ISHARES TR477 shares0.00%2025-12-312026-02-06 BSV VANGUARD BD INDEX FDS582 shares0.00%2025-12-312026-02-06 GDX VANECK ETF TRUST509 shares-3.78%2025-12-312026-02-06 SOFI SOFI TECHNOLOGIES INC1.7K shares16.43%2025-12-312026-02-06 ADP AUTOMATIC DATA PROCESSING IN167 shares0.00%2025-12-312026-02-06 RS RELIANCE INC141 shares0.00%2025-12-312026-02-06 CLOX SERIES PORTFOLIOS TR1.6K shares0.00%2025-12-312026-02-06 VTV VANGUARD INDEX FDS198 shares0.00%2025-12-312026-02-06 ALPHABET INC ALPHABET INC120 shares0.00%2025-12-312026-02-06 VZ VERIZON COMMUNICATIONS INC841 shares0.00%2025-12-312026-02-06 BIDU BAIDU INC260 shares0.00%2025-12-312026-02-06 ICE INTERCONTINENTAL EXCHANGE IN208 shares0.00%2025-12-312026-02-06 HOOD ROBINHOOD MKTS INC286 shares9.58%2025-12-312026-02-06 CRM SALESFORCE INC117 shares-37.43%2025-12-312026-02-06 MCHP MICROCHIP TECHNOLOGY INC.468 shares-9.65%2025-12-312026-02-06 KLAC KLA CORP22 shares0.00%2025-12-312026-02-06 ETHV VANECK ETHEREUM TR600 sharesnew addition2025-12-312026-02-06 DVN DEVON ENERGY CORP NEW707 shares0.57%2025-12-312026-02-06 XOM EXXON MOBIL CORP209 shares0.00%2025-12-312026-02-06 PNNT PENNANTPARK INVT CORP3.9K shares0.00%2025-12-312026-02-06 TMO THERMO FISHER SCIENTIFIC INC37 shares0.00%2025-12-312026-02-06 BBBY BED BATH & BEYOND INC3.9K shares-84.85%2025-12-312026-02-06 MELI MERCADOLIBRE INC10 shares0.00%2025-12-312026-02-06 VEA VANGUARD TAX-MANAGED FDS318 shares0.00%2025-12-312026-02-06 PAYX PAYCHEX INC167 shares0.00%2025-12-312026-02-06 ABT ABBOTT LABS148 shares0.00%2025-12-312026-02-06 ROP ROPER TECHNOLOGIES INC37 shares0.00%2025-12-312026-02-06 XLRE SELECT SECTOR SPDR TR398 shares0.00%2025-12-312026-02-06 PEP PEPSICO INC109 shares0.00%2025-12-312026-02-06 CSCO CISCO SYS INC184 shares0.00%2025-12-312026-02-06 AGNC AGNC INVT CORP1.2K sharesnew addition2025-12-312026-02-06 EMXC ISHARES INC157 shares0.00%2025-12-312026-02-06 BITO PROSHARES TR868 shares-87.32%2025-12-312026-02-06 BAC BANK AMERICA CORP191 shares0.00%2025-12-312026-02-06 JNJ JOHNSON & JOHNSON49 shares0.00%2025-12-312026-02-06 PG PROCTER AND GAMBLE CO65 shares0.00%2025-12-312026-02-06 INTC INTEL CORP253 shares0.00%2025-12-312026-02-06 GDV GABELLI DIVID & INCOME TR336 shares0.00%2025-12-312026-02-06 EDV VANGUARD WORLD FD134 shares0.00%2025-12-312026-02-06 DTF DTF TAX-FREE INCOME 2028 TER732 sharesnew addition2025-12-312026-02-06 BABA ALIBABA GROUP HLDG LTD57 shares0.00%2025-12-312026-02-06 BBAI BIGBEAR AI HLDGS INC1.5K shares0.00%2025-12-312026-02-06 TT TRANE TECHNOLOGIES PLC21 shares0.00%2025-12-312026-02-06 CVS CVS HEALTH CORP101 shares0.00%2025-12-312026-02-06 INTU INTUIT12 shares0.00%2025-12-312026-02-06 PLD PROLOGIS INC.59 shares0.00%2025-12-312026-02-06 AME AMETEK INC36 shares0.00%2025-12-312026-02-06 AEP AMERICAN ELEC PWR CO INC63 shares0.00%2025-12-312026-02-06 NVS NOVARTIS AG50 shares0.00%2025-12-312026-02-06 IBM INTERNATIONAL BUSINESS MACHS23 shares0.00%2025-12-312026-02-06 ULTA ULTA BEAUTY INC11 sharesnew addition2025-12-312026-02-06 ALPS ETF TR ALPS ETF TR140 shares0.00%2025-12-312026-02-06 JIG J P MORGAN EXCHANGE TRADED F90 shares2.27%2025-12-312026-02-06 ZH ZHIHU INC2.0K shares-21.30%2025-12-312026-02-06 AMP AMERIPRISE FINL INC13 shares0.00%2025-12-312026-02-06 ED CONSOLIDATED EDISON INC64 shares0.00%2025-12-312026-02-06 VST VISTRA CORP37 shares0.00%2025-12-312026-02-06 KO COCA COLA CO82 shares0.00%2025-12-312026-02-06 UNH UNITEDHEALTH GROUP INC17 shares0.00%2025-12-312026-02-06 SYF SYNCHRONY FINANCIAL68 shares0.00%2025-12-312026-02-06 NFLX NETFLIX INC60 shares900.00%2025-12-312026-02-06 NEE NEXTERA ENERGY INC70 shares0.00%2025-12-312026-02-06 DE DEERE & CO12 shares0.00%2025-12-312026-02-06 JEF JEFFERIES FINL GROUP INC88 shares0.00%2025-12-312026-02-06 PYPL PAYPAL HLDGS INC90 shares0.00%2025-12-312026-02-06 CSX CSX CORP144 shares0.00%2025-12-312026-02-06 WMB WILLIAMS COS INC84 shares0.00%2025-12-312026-02-06 KMI KINDER MORGAN INC DEL181 shares0.00%2025-12-312026-02-06 BSX BOSTON SCIENTIFIC CORP48 shares0.00%2025-12-312026-02-06 MMM 3M CO27 shares0.00%2025-12-312026-02-06 KR KROGER CO66 shares0.00%2025-12-312026-02-06 ITW ILLINOIS TOOL WKS INC15 shares0.00%2025-12-312026-02-06 MPC MARATHON PETE CORP22 shares0.00%2025-12-312026-02-06 JOBY JOBY AVIATION INC265 shares0.00%2025-12-312026-02-06 SOUN SOUNDHOUND AI INC350 shares16.67%2025-12-312026-02-06 TSN TYSON FOODS INC59 shares0.00%2025-12-312026-02-06 VLO VALERO ENERGY CORP21 shares0.00%2025-12-312026-02-06 KHC KRAFT HEINZ CO136 shares0.00%2025-12-312026-02-06 CEG CONSTELLATION ENERGY CORP9 shares0.00%2025-12-312026-02-06 UPS UNITED PARCEL SERVICE INC31 shares0.00%2025-12-312026-02-06 MRNA MODERNA INC100 shares0.00%2025-12-312026-02-06 CRWD CROWDSTRIKE HLDGS INC6 shares0.00%2025-12-312026-02-06 HON HONEYWELL INTL INC14 shares-33.33%2025-12-312026-02-06 GLOB GLOBANT S A40 shares0.00%2025-12-312026-02-06 ALC ALCON AG33 shares0.00%2025-12-312026-02-06 D DOMINION ENERGY INC43 shares0.00%2025-12-312026-02-06 AIG AMERICAN INTL GROUP INC28 shares0.00%2025-12-312026-02-06 PSLV SPROTT ASSET MANAGEMENT LP100 shares0.00%2025-12-312026-02-06 TSLA TESLA INC5 shares-75.00%2025-12-312026-02-06 SPGI S&P GLOBAL INC4 shares0.00%2025-12-312026-02-06 TXN TEXAS INSTRS INC12 shares0.00%2025-12-312026-02-06 XLE SELECT SECTOR SPDR TR40 shares100.00%2025-12-312026-02-06 XNTK SPDR SERIES TRUST6 sharesnew addition2025-12-312026-02-06 TMUS T-MOBILE US INC8 shares0.00%2025-12-312026-02-06 VALE VALE S A100 shares0.00%2025-12-312026-02-06 GPN GLOBAL PMTS INC16 shares0.00%2025-12-312026-02-06 MGM MGM RESORTS INTERNATIONAL33 shares0.00%2025-12-312026-02-06 VOYA VOYA FINANCIAL INC14 shares0.00%2025-12-312026-02-06 EXC EXELON CORP22 shares0.00%2025-12-312026-02-06 DIS DISNEY WALT CO5 shares0.00%2025-12-312026-02-06 CE CELANESE CORP DEL7 shares0.00%2025-12-312026-02-06 TTD THE TRADE DESK INC6 shares0.00%2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available