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CIK: 0001665642
Total reported value
$389.0M
$389.0M
303 檔
39.4%
In Q2 2024, Cedar Wealth Management, LLC's U.S. equity holdings reached a combined market value of $389.0M, distributed across 303 disclosed stock positions.
During Q2 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 303 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 18.31% | +0.32% | -0.01% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 11.68% | -1.13% | +2.38% | |
| 3 | IDHQ | Invesco S&p International De | ETF-Other | 7.76% | +0.87% | +0.52% | |
| 4 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 6.49% | +0.26% | -0.49% | |
| 5 | PM | Philip Morris International | Stock-Consumer Staples | 5.45% | -0.41% | -5.12% | |
| 6 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 4.82% | -0.68% | +0.82% | |
| 7 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 4.37% | +0.02% | +24.75% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.16% | +0.03% | — | |
| 9 | MO | Altria Group Inc | Stock-Consumer Staples | 2.13% | -0.22% | -13.19% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.81% | +0.07% | +1.64% | |
| 11 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.64% | +0.13% | +0.19% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.45% | -0.08% | -0.05% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | +0.03% | -1.61% | |
| 14 | HYGV | Flexshares High Yield Value | ETF-High Yield | 1.05% | — | +5.28% | |
| 15 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.05% | -0.11% | — | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.11% | +1.45% | |
| 17 | XLE | Ss Energy Select Sector | ETF-Other | 0.83% | — | +24.55% | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.83% | — | +31.86% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | +0.07% | -5.58% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.75% | — | +51.15% | |
| 21 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 0.73% | — | -5.47% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.20% | +0.49% | |
| 23 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.61% | — | -13.08% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | +0.15% | +2709.25% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.58% | +0.13% | -1.90% | |
| 26 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.58% | -0.01% | -42.00% | |
| 27 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.57% | — | +114.18% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.05% | +0.83% | |
| 29 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.49% | — | -1.13% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.43% | — | -48.87% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.43% | — | -30.01% | |
| 32 | USB | US Bancorp | Stock-Financials | 0.42% | -0.01% | +0.41% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.42% | — | +13.58% | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.41% | +0.01% | — | |
| 35 | ABX | Barrick Gold CORP | Stock-Financials | 0.39% | — | +88.51% | |
| 36 | NG | Novagold Resources Inc | Stock-Other | 0.38% | -0.10% | +129.43% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.38% | — | -56.53% | |
| 38 | BTAL | Agf US Market Neutral Anti-b | ETF-Other | 0.38% | — | — | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.37% | — | — | |
| 40 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.34% | — | -16.61% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.05% | -4.89% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.34% | — | -10.14% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | — | — | |
| 44 | EUDG | Wisdomtree Europe Quality Di | ETF-Other | 0.33% | — | -36.22% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.30% | -0.02% | — | |
| 46 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 0.30% | — | — | |
| 47 | XCCC | Bondbloxx-ccc-usd Hy CORP Bd | ETF-Other | 0.30% | — | +116.44% | |
| 48 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.29% | — | — | |
| 49 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.29% | -0.01% | — | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.28% | +0.02% | +0.61% |
According to official SEC Form 13F filings, Cedar Wealth Management, LLC reported a total U.S. public equity portfolio value of $389.0M across 303 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, SCHD, IDHQ) accounted for 39.4% of total reported equity market value during Q2 2024.
During Q2 2024, Cedar Wealth Management, LLC's top holdings by market value included VTI (18.3%)、SCHD (11.7%)、IDHQ (7.8%). The largest single position, VTI, represented 18.3% of total portfolio value.
In Q2 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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