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CIK: 0001665642
Total reported value
$389.0M
$389.0M
345 檔
38.7%
During the Q1 2024 filing period, Cedar Wealth Management, LLC (CIK: 0001665642) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $389.0M across 345 reported positions.
During Q1 2024, Cedar Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 345 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 18.03% | +0.32% | -0.19% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 11.99% | -1.13% | +7.44% | |
| 3 | IDHQ | Invesco S&p International De | ETF-Other | 7.89% | +0.87% | +3.51% | |
| 4 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 6.38% | +0.26% | -2.71% | |
| 5 | PM | Philip Morris International | Stock-Consumer Staples | 5.26% | -0.41% | -3.82% | |
| 6 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 5.02% | -0.68% | +25.33% | |
| 7 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 3.27% | +0.02% | +14.69% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.18% | +0.03% | — | |
| 9 | MO | Altria Group Inc | Stock-Consumer Staples | 2.38% | -0.22% | -18.45% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.75% | +0.07% | +8.09% | |
| 11 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.58% | +0.13% | +4.21% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.48% | -0.08% | -0.01% | |
| 13 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.14% | -0.11% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | +0.03% | +0.36% | |
| 15 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.06% | -0.01% | -3.25% | |
| 16 | HYGV | Flexshares High Yield Value | ETF-High Yield | 1.03% | — | +3.63% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.89% | — | +6.52% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.11% | +35.23% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.88% | — | +0.67% | |
| 20 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 0.82% | — | +1.63% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | +0.07% | +15.34% | |
| 22 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.71% | — | +3.06% | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 0.70% | — | +2.73% | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.66% | — | +1.05% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.63% | — | +5.08% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.20% | +1.34% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-Other | 0.53% | +0.02% | -3.94% | |
| 28 | EUDG | Wisdomtree Europe Quality Di | ETF-Other | 0.53% | — | -0.90% | |
| 29 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.51% | — | +0.46% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.49% | +0.13% | +14.70% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.48% | +0.05% | -0.67% | |
| 32 | USB | US Bancorp | Stock-Financials | 0.48% | -0.01% | +3.03% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.46% | — | +0.61% | |
| 34 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.42% | — | -0.85% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.39% | — | -1.20% | |
| 36 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.39% | +0.01% | — | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.35% | — | +9.29% | |
| 38 | BTAL | Agf US Market Neutral Anti-b | ETF-Other | 0.35% | — | -0.25% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.05% | — | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | — | -5.30% | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.32% | — | +0.65% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.31% | -0.02% | +56.52% | |
| 43 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.30% | — | — | |
| 44 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.29% | — | -2.42% | |
| 45 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.28% | -0.01% | — | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.28% | +0.02% | — | |
| 47 | PRGO | Perrigo Company plc | Stock-Healthcare | 0.27% | — | -0.37% | |
| 48 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.26% | — | +3.76% | |
| 49 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.26% | -0.02% | -10.00% | |
| 50 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.26% | -0.07% | EXIT |
According to official SEC Form 13F filings, Cedar Wealth Management, LLC reported a total U.S. public equity portfolio value of $389.0M across 345 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VTI, SCHD, IDHQ) accounted for 38.7% of total reported equity market value during Q1 2024.
During Q1 2024, Cedar Wealth Management, LLC's top holdings by market value included VTI (18.0%)、SCHD (12.0%)、IDHQ (7.9%). The largest single position, VTI, represented 18.0% of total portfolio value.
In Q1 2024, Cedar Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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