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CIK: 0001665642
Total reported value
$389.0M
$389.0M
265 檔
41.8%
The Q3 2024 SEC filing reveals that Cedar Wealth Management, LLC held a total portfolio value of $389.0M, covering 265 public equity positions.
In Q3 2024, Cedar Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 62 positions and completely liquidating 35 holdings to manage risk exposure.
Showing top 200 holdings (of 265 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 18.50% | +0.32% | -0.19% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 12.16% | -1.13% | +0.16% | |
| 3 | IDHQ | Invesco S&p International De | ETF-Other | 7.76% | +0.87% | +0.25% | |
| 4 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 6.53% | +0.26% | +0.00% | |
| 5 | PM | Philip Morris International | Stock-Consumer Staples | 5.49% | -0.41% | -11.93% | |
| 6 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 5.39% | +0.02% | +24.18% | |
| 7 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 4.70% | -0.68% | +0.12% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.22% | +0.03% | — | |
| 9 | MO | Altria Group Inc | Stock-Consumer Staples | 2.08% | -0.22% | -8.75% | |
| 10 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.66% | +0.13% | +0.00% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.53% | +0.07% | -16.14% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.47% | -0.08% | -0.05% | |
| 13 | HYGV | Flexshares High Yield Value | ETF-High Yield | 1.17% | — | +12.83% | |
| 14 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.13% | -0.11% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | +0.03% | -6.71% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.11% | +0.09% | |
| 17 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 0.89% | — | — | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.88% | — | +1.26% | |
| 19 | XLE | Ss Energy Select Sector | ETF-Other | 0.82% | — | +7.26% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | — | -1.21% | |
| 21 | XCCC | Bondbloxx-ccc-usd Hy CORP Bd | ETF-Other | 0.73% | — | +141.60% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | +0.07% | -2.37% | |
| 23 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.67% | — | +13.92% | |
| 24 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.64% | — | -1.43% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.20% | -3.32% | |
| 26 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.58% | -0.01% | — | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.56% | +0.13% | -8.61% | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.56% | — | +30.13% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.52% | — | +39.41% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.50% | — | -1.91% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.47% | — | +4.86% | |
| 32 | USB | US Bancorp | Stock-Financials | 0.46% | -0.01% | — | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.45% | — | +6.54% | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.41% | +0.01% | — | |
| 35 | ABX | Barrick Gold CORP | Stock-Financials | 0.40% | — | -9.48% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.39% | +0.05% | -22.34% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.37% | — | -2.43% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.35% | — | +6.14% | |
| 39 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.35% | — | +69.54% | |
| 40 | GLBE | Global-E Online Ltd. | Stock-Other | 0.35% | +0.06% | NEW | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.05% | — | |
| 42 | EUDG | Wisdomtree Europe Quality Di | ETF-Other | 0.33% | — | -0.49% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.31% | -0.02% | -0.46% | |
| 44 | CPRI | Capri Holdings Limited | Stock-Consumer Disc | 0.30% | -0.01% | — | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | — | -20.80% | |
| 46 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.28% | — | — | |
| 47 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.27% | -0.01% | — | |
| 48 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.27% | -0.02% | — | |
| 49 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.26% | — | -17.42% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.24% | +0.02% | -16.80% |
According to official SEC Form 13F filings, Cedar Wealth Management, LLC reported a total U.S. public equity portfolio value of $389.0M across 265 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, SCHD, IDHQ) accounted for 41.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
CPRI
市值: $956.9K
Top Position Liquidated / Trimmed
BTAL
前期市值: $1.2M
During Q3 2024, Cedar Wealth Management, LLC's top holdings by market value included VTI (18.5%)、SCHD (12.2%)、IDHQ (7.8%). The largest single position, VTI, represented 18.5% of total portfolio value.
In Q3 2024, Cedar Wealth Management, LLC made 143 total portfolio adjustments, initiating 5 new buys, adding to 41 positions, trimming 62 holdings, and fully liquidating 35 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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