13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001665642
Total reported value
$389.0M
$389.0M
193 檔
40.6%
During the Q4 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 193 reported positions.
In Q4 2024, Cedar Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 64 positions and completely liquidating 74 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 21.18% | +0.32% | -3.97% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 12.42% | -1.13% | +171.22% | |
| 3 | IDHQ | Invesco S&p International De | ETF-Other | 8.06% | +0.87% | -0.10% | |
| 4 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 7.82% | +0.26% | -0.40% | |
| 5 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 7.59% | +0.02% | +15.12% | |
| 6 | PM | Philip Morris International | Stock-Consumer Staples | 6.10% | -0.41% | -3.81% | |
| 7 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 5.49% | -0.68% | -0.08% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.78% | +0.03% | — | |
| 9 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.30% | +0.13% | +19.37% | |
| 10 | MO | Altria Group Inc | Stock-Consumer Staples | 2.22% | -0.22% | -10.39% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.81% | +0.07% | -0.66% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.53% | -0.08% | -0.12% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.20% | +0.03% | -11.50% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.11% | +5.55% | |
| 15 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.06% | -0.11% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.20% | +1.90% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | +0.07% | -21.30% | |
| 18 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.64% | -0.01% | — | |
| 19 | BTAL | Agf US Market Neutral Anti-b | ETF-Other | 0.61% | — | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.61% | +0.13% | -13.54% | |
| 21 | GLBE | Global-E Online Ltd. | Stock-Other | 0.56% | +0.06% | NEW | |
| 22 | USB | US Bancorp | Stock-Financials | 0.56% | -0.01% | — | |
| 23 | HYGV | Flexshares High Yield Value | ETF-High Yield | 0.54% | — | -59.36% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.15% | +112.91% | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.50% | +0.01% | — | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.45% | +0.05% | -3.92% | |
| 27 | ABX | Barrick Gold CORP | Stock-Financials | 0.35% | — | -2.95% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | — | -2.03% | |
| 29 | EUDG | Wisdomtree Europe Quality Di | ETF-Other | 0.34% | — | — | |
| 30 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.31% | -0.01% | — | |
| 31 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.30% | -0.02% | — | |
| 32 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.30% | — | +21.10% | |
| 33 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.29% | — | — | |
| 34 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.28% | — | — | |
| 35 | QDF | Flexshares Quality Dividend | ETF-Other | 0.25% | — | — | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.25% | +0.02% | -4.17% | |
| 37 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.24% | -0.01% | — | |
| 38 | TAIL | Cambria Tail Risk ETF | ETF-Other | 0.22% | — | — | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.22% | -0.02% | -38.19% | |
| 40 | NG | Novagold Resources Inc | Stock-Other | 0.21% | -0.10% | +9.95% | |
| 41 | PRGO | Perrigo Company plc | Stock-Healthcare | 0.20% | — | +2.09% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.20% | — | -1.12% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | -0.01% | -12.89% | |
| 44 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.19% | -0.01% | +0.71% | |
| 45 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.19% | -0.07% | EXIT | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.18% | +0.08% | — | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.17% | -0.07% | EXIT | |
| 48 | F | Ford Motor Co | Stock-Consumer Disc | 0.17% | +0.01% | -0.70% | |
| 49 | 8QR | Confluent Inc-class A | Stock-Other | 0.17% | — | — | |
| 50 | EWA | Ishares Msci Australia ETF | ETF-Other | 0.16% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +2.7% | -3.97% | Trim |
| 2 | XLG | Invesco S&p 500 Top 50 ETF | +2.2% | +15.12% | Add |
| 3 | ESGV | Vanguard Esg US Stock ETF | +1.3% | -0.40% | Trim |
| 4 | SPGP | Invesco S&p 500 Garp ETF | +0.8% | -0.08% | Trim |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | +0.6% | +19.37% | Add |
| 6 | BTAL | Agf US Market Neutral Anti-b | +0.6% | NEW | New buy |
| 7 | PM | Philip Morris International | +0.6% | -3.81% | Trim |
| 8 | DFAC | Dimensional US Core Equity 2 | +0.6% | — | Unchanged |
| 9 | NVDA | Nvidia CORP | +0.3% | +112.91% | Add |
| 10 | IDHQ | Invesco S&p International De | +0.3% | -0.10% | Trim |
| 11 | IWV | Ishares Russell 3000 ETF | +0.3% | -0.66% | Trim |
| 12 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +171.22% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.2% | +5.55% | Add |
| 14 | TAIL | Cambria Tail Risk ETF | +0.2% | NEW | New buy |
| 15 | GLBE | Global-E Online Ltd. | +0.2% | -1.54% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.90% | Add |
| 17 | AMZN | Amazon.com Inc | +0.2% | -11.50% | Trim |
| 18 | MO | Altria Group Inc | +0.1% | -10.39% | Trim |
| 19 | USB | US Bancorp | +0.1% | — | Unchanged |
| 20 | OEF | Ishares S&p 100 ETF | +0.1% | — | Unchanged |
| 21 | 8QR | Confluent Inc-class A | +0.1% | — | Unchanged |
| 22 | VGK | Vanguard Ftse Europe ETF | +0.1% | -0.12% | Trim |
| 23 | EWJ | Ishares Msci Japan ETF | +0.1% | — | Unchanged |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -3.92% | Trim |
| 25 | AAPL | Apple Inc | +0.1% | -13.54% | Trim |
| 26 | V | Visa Inc-class A Shares | +0.1% | -1.12% | Trim |
| 27 | RH | Rh | 0% | -1.02% | Trim |
| 28 | BABA | Alibaba Group Holding-sp Adr | 0% | +21.10% | Add |
| 29 | HEFA | Isha Curr Hedged Msci Eafe | 0% | — | Unchanged |
| 30 | VTIP | Vanguard Short-term Tips | 0% | — | Unchanged |
| 31 | AMPL | Amplitude Inc-class A | 0% | -1.19% | Trim |
| 32 | STKL | Sunopta Inc | 0% | -0.19% | Trim |
| 33 | NOW | Servicenow Inc | 0% | -5.32% | Trim |
| 34 | EWC | Ishares Msci Canada ETF | 0% | — | Unchanged |
| 35 | T | At&t Inc | 0% | -0.64% | Trim |
| 36 | QDEF | Flexshares Quality Dividend | 0% | — | Unchanged |
| 37 | QDF | Flexshares Quality Dividend | 0% | — | Unchanged |
| 38 | VGSH | Vanguard Short-term Treasury | 0% | +0.71% | Add |
| 39 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 40 | OXY | Occidental Petroleum CORP | 0% | -0.02% | Trim |
| 41 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 42 | EUDG | Wisdomtree Europe Quality Di | 0% | — | Unchanged |
| 43 | GUNR | Flexshares Global Upstream N | 0% | — | Unchanged |
| 44 | EEM | Ishares Msci Emerging Market | 0% | -4.17% | Trim |
| 45 | NG | Novagold Resources Inc | 0% | +9.95% | Add |
| 46 | F | Ford Motor Co | 0% | -0.70% | Trim |
| 47 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 48 | GO | Grocery Outlet Holding CORP | 0% | +3.90% | Add |
| 49 | RIG | Transocean Ltd. | 0% | +7.11% | Add |
| 50 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
According to official SEC Form 13F filings, Cedar Wealth Management, LLC reported a total U.S. public equity portfolio value of $389.0M across 193 disclosed positions in Q4 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 40.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
BTAL
市值: $1.7M
Top Position Liquidated / Trimmed
SFBS
前期市值: $2.9M
During Q4 2024, Cedar Wealth Management, LLC's top holdings by market value included VTI (21.2%)、SCHD (12.4%)、IDHQ (8.1%). The largest single position, VTI, represented 21.2% of total portfolio value.
In Q4 2024, Cedar Wealth Management, LLC made 156 total portfolio adjustments, initiating 5 new buys, adding to 13 positions, trimming 64 holdings, and fully liquidating 74 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.