Cedar Wealth Management, LLC
CIK Number: 0001665642
281.11M
Market Value
189
# of Holdings
17 months
Avg. Holding Period
29.06%
Win Rate
13.74%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 296.95 | +0.28% | 202.08K | -3.97% | 58.57M | 145.83 | 21.18% |
| 2 | SCHD | Schwab U.S. Div... | 27.00 | +0.52% | 1.26M | +171.22% | 34.34M | 23.43 | 12.42% |
| 3 | IDHQ | Invesco S&P Int... | 33.15 | +0.55% | 786.75K | -0.1% | 22.28M | 27.3 | 8.06% |
| 4 | ESGV | Vanguard ESG U.... | 106.75 | +0.31% | 206.21K | -0.4% | 21.63M | 76.62 | 7.82% |
| 5 | XLG | Invesco S&P 500... | 50.66 | +0.38% | 420.43K | +15.12% | 21M | 38.18 | 7.59% |
| 6 | PM | Philip Morris I... | 183.84 | +0.25% | 140.27K | -3.81% | 16.88M | 90.97 | 6.10% |
| 7 | SPGP | Invesco S&P 500... | 104.61 | +0.23% | 144.66K | -0.08% | 15.17M | 84.91 | 5.49% |
| 8 | DFAC | Dimensional U.S... | 35.08 | +0.21% | 302.3K | 0.00% | 10.46M | 25.48 | 3.78% |
| 9 | SPHQ | Invesco S&P 500... | 71.05 | +0.16% | 95.06K | +19.37% | 6.37M | 48.79 | 2.30% |
| 10 | MO | Altria Group, I... | 59.94 | +0.04% | 117.62K | -10.39% | 6.15M | 56.59 | 2.22% |
| 11 | IWV | iShares Russell... | 343.00 | +0.23% | 15.01K | -0.66% | 5.02M | 207.64 | 1.81% |
| 12 | VGK | Vanguard Europe... | 78.42 | +0.92% | 66.59K | -0.12% | 4.23M | 60.13 | 1.53% |
| 13 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 15.12K | -11.5% | 3.32M | 141.81 | 1.20% |
| 14 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 6.04K | +5.55% | 3.26M | 395.75 | 1.18% |
| 15 | MDLZ | Mondelez Intern... | 68.11 | +1.74% | 49.29K | 0.00% | 2.94M | 54.25 | 1.06% |
| 16 | GOOGL | Alphabet Inc. | 175.57 | -1% | 11.68K | +1.90% | 2.21M | 104.77 | 0.80% |
| 17 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 4.18K | -21.3% | 1.76M | 168.2 | 0.64% |
| 18 | EWJ | iShares MSCI Ja... | 74.21 | +0.73% | 26.23K | 0.00% | 1.76M | 59.04 | 0.64% |
| 19 | BTAL | AGFiQ U.S. Mark... | 18.52 | +1.06% | 91.44K | +100.00% | 1.69M | 18.48 | 0.61% |
| 20 | AAPL | Apple Inc. | 198.98 | +0.10% | 6.75K | -13.54% | 1.69M | 126.55 | 0.61% |
| 21 | GLBE | Global-e Online... | 33.22 | -1.92% | 28.58K | -1.54% | 1.56M | 36.95 | 0.56% |
| 22 | USB | U.S. Bancorp | 44.13 | -0.15% | 32.44K | 0.00% | 1.55M | 33.56 | 0.56% |
| 23 | HYGV | FlexShares High... | 40.51 | +0.17% | 36.63K | -59.36% | 1.49M | 43.85 | 0.54% |
| 24 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 11.05K | +112.91% | 1.48M | 112.26 | 0.54% |
| 25 | OEF | iShares S&P 100... | 295.94 | +0.33% | 4.78K | 0.00% | 1.38M | 119.51 | 0.50% |
| 26 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 2.45K | -3.92% | 1.25M | 281.04 | 0.45% |
| 27 | GOLD | Barrick Gold Co... | 20.97 | +3.61% | 62.94K | -2.95% | 975.55K | 16.9 | 0.35% |
| 28 | META | Meta Platforms,... | 693.11 | -0.15% | 1.59K | -2.03% | 932.72K | 261.46 | 0.34% |
| 29 | EUDG | WisdomTree Euro... | 35.56 | +0.93% | 31.13K | 0.00% | 927.55K | 29.71 | 0.34% |
| 30 | HEFA | iShares Currenc... | 38.05 | +0.03% | 24.81K | 0.00% | 862.22K | 29.47 | 0.31% |
| 31 | EWC | iShares MSCI Ca... | 45.99 | +0.73% | 20.67K | 0.00% | 832.86K | 34.18 | 0.30% |
| 32 | BABA | Alibaba Group H... | 116.63 | -3.07% | 9.65K | +21.10% | 818.65K | 75.88 | 0.30% |
| 33 | GUNR | FlexShares Morn... | 40.55 | +0.43% | 22.02K | 0.00% | 800.55K | 42.29 | 0.29% |
| 34 | VTIP | Vanguard Short-... | 49.91 | +0.04% | 15.83K | 0.00% | 766.36K | 48.64 | 0.28% |
| 35 | QDF | FlexShares Qual... | 72.00 | +0.30% | 9.97K | 0.00% | 703.16K | 42.55 | 0.25% |
| 36 | EEM | iShares MSCI Em... | 47.84 | +0.12% | 16.38K | -4.17% | 684.97K | 44.94 | 0.25% |
| 37 | QDEF | FlexShares Qual... | 73.08 | +0.48% | 9.58K | 0.00% | 672.47K | 47.16 | 0.24% |
| 38 | TAIL | Cambria Tail Ri... | 12.12 | +0.17% | 54.67K | +100.00% | 612.36K | 11.2 | 0.22% |
| 39 | VYM | Vanguard High D... | 131.86 | +0.45% | 4.8K | -38.19% | 612.18K | 102.4 | 0.22% |
| 40 | NG | NovaGold Resour... | 4.36 | +1.04% | 170.79K | +9.95% | 568.72K | 3.48 | 0.21% |
| 41 | PRGO | Perrigo Company... | 27.22 | -0.55% | 21.97K | +2.09% | 564.75K | 36.54 | 0.20% |
| 42 | V | Visa Inc. | 371.03 | -0.61% | 1.76K | -1.12% | 555.6K | 195.5 | 0.20% |
| 43 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 1.18K | -12.89% | 536.23K | 268.62 | 0.19% |
| 44 | VGSH | Vanguard Short-... | 58.49 | +0.09% | 8.99K | +0.71% | 522.82K | 59.37 | 0.19% |
| 45 | OXY | Occidental Petr... | 44.72 | -0.27% | 10.58K | -0.02% | 522.56K | 63.72 | 0.19% |
| 46 | ASML | ASML Holding N.... | 786.23 | +0.27% | 719 | 0.00% | 498.32K | 641.77 | 0.18% |
| 47 | T | AT&T Inc. | 28.23 | -0.39% | 21.08K | -0.64% | 479.92K | 20.15 | 0.17% |
| 48 | F | Ford Motor Comp... | 10.54 | -1.08% | 47.98K | -0.7% | 474.98K | 9.73 | 0.17% |
| 49 | CFLT | Confluent, Inc. | 24.39 | +1.25% | 16.37K | 0.00% | 457.62K | 25.31 | 0.17% |
| 50 | EWA | iShares MSCI Au... | 26.64 | +0.17% | 19.07K | 0.00% | 454.94K | 22.94 | 0.16% |
| 51 | AMPL | Amplitude, Inc. | 12.20 | -0.9% | 37.41K | -1.19% | 394.73K | 14.79 | 0.14% |
| 52 | RIG | Transocean Ltd. | 3.21 | +0.16% | 104.13K | +7.11% | 390.48K | 2.26 | 0.14% |
| 53 | RH | RH | 177.31 | -0.93% | 972 | -1.02% | 382.57K | 328.44 | 0.14% |
| 54 | XLV | Health Care Sel... | 136.74 | +0.73% | 2.65K | -41.31% | 364.15K | 132.84 | 0.13% |
| 55 | TWLO | Twilio Inc. | 115.80 | -2.02% | 3.33K | -51.19% | 359.58K | 62.63 | 0.13% |
| 56 | GLD | SPDR Gold Share... | 312.15 | +1.22% | 1.44K | -30.11% | 347.94K | 147.78 | 0.13% |
| 57 | IWF | iShares Russell... | 410.56 | +0.34% | 832 | 0.00% | 334.28K | 178.54 | 0.12% |
| 58 | GO | Grocery Outlet ... | 13.16 | -1.02% | 20.37K | +3.90% | 317.98K | 31.13 | 0.12% |
| 59 | ADBE | Adobe Inc. | 414.08 | +0.30% | 713 | 0.00% | 317.06K | 496.32 | 0.11% |
| 60 | STKL | SunOpta Inc. | 6.08 | +3.49% | 38.6K | -0.19% | 297.25K | 3.37 | 0.11% |
| 61 | CPRI | Capri Holdings ... | 17.84 | -1.05% | 14.09K | -37.5% | 296.78K | 42.44 | 0.11% |
| 62 | LDUR | PIMCO Enhanced ... | 95.47 | +0.10% | 3.03K | 0.00% | 287.98K | 100.56 | 0.10% |
| 63 | CVX | Chevron Corpora... | 144.84 | +0.04% | 1.95K | -55.87% | 281.71K | 124.58 | 0.10% |
| 64 | IWM | iShares Russell... | 212.65 | -0.46% | 1.23K | -47.93% | 272.22K | 220.89 | 0.10% |
| 65 | NLY | Annaly Capital ... | 19.48 | +0.85% | 14.71K | -49.37% | 269.29K | 18.48 | 0.10% |
| 66 | EGO | Eldorado Gold C... | 21.21 | +0.88% | 18K | 0.00% | 267.66K | 7.02 | 0.10% |
| 67 | NOW | ServiceNow, Inc... | 1006.03 | +0.17% | 249 | -5.32% | 263.97K | 599.16 | 0.10% |
| 68 | DVY | iShares Select ... | 132.54 | +0.21% | 1.94K | 0.00% | 255.23K | 98.33 | 0.09% |
| 69 | DGRO | iShares Core Di... | 63.42 | +0.59% | 3.93K | -84.73% | 241.31K | 36 | 0.09% |
| 70 | SBUX | Starbucks Corpo... | 94.34 | -1.1% | 2.56K | 0.00% | 233.24K | 89.96 | 0.08% |
| 71 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 1.52K | -39.73% | 220.26K | 156.43 | 0.08% |
| 72 | VGT | Vanguard Inform... | 633.52 | +0.68% | 333 | -4.03% | 207.06K | 463.03 | 0.07% |
| 73 | XT | iShares Exponen... | 63.95 | +0.13% | 3.44K | 0.00% | 205.53K | 52.23 | 0.07% |
| 74 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 259 | 0.00% | 199.95K | 136.48 | 0.07% |
| 75 | PLD | Prologis, Inc. | 108.31 | -0.18% | 1.87K | -7.98% | 197.34K | 120.09 | 0.07% |
| 76 | HTGC | Hercules Capita... | 18.12 | +0.22% | 9.76K | 0.00% | 196.06K | 16.59 | 0.07% |
| 77 | APA | APA Corporation | 19.97 | +1.84% | 7.96K | +3.70% | 183.87K | 33.28 | 0.07% |
| 78 | VIGI | Vanguard Intern... | 91.18 | +0.96% | 2.23K | -15.64% | 178.22K | 80.95 | 0.06% |
| 79 | PFE | Pfizer Inc. | 24.83 | +1.44% | 5.74K | +1.40% | 152.23K | 32.66 | 0.06% |
| 80 | MSOS | AdvisorShares P... | 2.24 | -0.44% | 36.63K | -35.32% | 139.57K | 11.78 | 0.05% |
| 81 | COST | Costco Wholesal... | 1002.64 | +0.59% | 142 | 0.00% | 130.37K | 315.18 | 0.05% |
| 82 | MRK | Merck & Co., In... | 81.73 | +1.75% | 1.26K | 0.00% | 125.71K | 75.48 | 0.05% |
| 83 | NKE | NIKE, Inc. | 62.82 | -0.46% | 1.57K | 0.00% | 118.59K | 138.57 | 0.04% |
| 84 | DFAX | Dimensional Wor... | 29.39 | +0.63% | 4.71K | 0.00% | 117.07K | 25.88 | 0.04% |
| 85 | ACWI | iShares MSCI AC... | 126.81 | +0.36% | 965 | 0.00% | 113.39K | 62.57 | 0.04% |
| 86 | KVUE | Kenvue Inc. | 22.05 | +0.94% | 5.02K | -9.05% | 107.22K | 20.3 | 0.04% |
| 87 | ALB | Albemarle Corpo... | 62.53 | -3.92% | 1.12K | -0.71% | 96.75K | 188.4 | 0.04% |
| 88 | ARCC | Ares Capital Co... | 22.27 | -0.74% | 4.3K | 0.00% | 94.17K | 21.19 | 0.03% |
| 89 | HD | The Home Depot,... | 362.78 | +0.64% | 226 | -53.31% | 87.98K | 350.27 | 0.03% |
| 90 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 141 | -80.44% | 82.64K | 313.24 | 0.03% |
| 91 | VWO | Vanguard Emergi... | 49.09 | -0.03% | 1.78K | 0.00% | 78.39K | 43.85 | 0.03% |
| 92 | SPHD | Invesco S&P 500... | 47.88 | +0.17% | 1.61K | 0.00% | 77.78K | 30.01 | 0.03% |
| 93 | CRON | Cronos Group In... | 1.99 | +1.28% | 37.94K | 0.00% | 76.63K | 2.51 | 0.03% |
| 94 | RS | Reliance Steel ... | 310.12 | +0.81% | 250 | 0.00% | 67.31K | 162.22 | 0.02% |
| 95 | A | Agilent Technol... | 118.94 | -0.65% | 487 | 0.00% | 65.42K | 117.74 | 0.02% |
| 96 | CRM | Salesforce, Inc... | 266.57 | +0.25% | 187 | -89.1% | 62.52K | 228.5 | 0.02% |
| 97 | ETN | Eaton Corporati... | 329.93 | +1.30% | 187 | -19.05% | 62.06K | 199.33 | 0.02% |
| 98 | WMT | Walmart Inc. | 94.83 | -1.01% | 678 | 0.00% | 61.26K | 39.61 | 0.02% |
| 99 | ROKU | Roku, Inc. | 76.72 | -4.67% | 801 | 0.00% | 59.55K | 62.47 | 0.02% |
| 100 | AMAT | Applied Materia... | 174.97 | +1.26% | 357 | 0.00% | 57.98K | 77.07 | 0.02% |
| 101 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 326 | -67.1% | 57.93K | 99.76 | 0.02% |
| 102 | IDV | iShares Interna... | 34.83 | +0.94% | 2.08K | 0.00% | 56.98K | 25.33 | 0.02% |
| 103 | AMD | Advanced Micro ... | 118.61 | -2.09% | 456 | 0.00% | 55.08K | 93.22 | 0.02% |
| 104 | HYUP | Xtrackers High ... | 41.73 | +0.04% | 1.3K | 0.00% | 54.26K | 41.01 | 0.02% |
| 105 | ITB | iShares U.S. Ho... | 93.01 | +0.57% | 500 | 0.00% | 51.7K | 44.42 | 0.02% |
| 106 | PGX | Invesco Preferr... | 11.04 | -0.05% | 4.43K | 0.00% | 51.07K | 13.16 | 0.02% |
| 107 | ADP | Automatic Data ... | 309.72 | -0.85% | 167 | 0.00% | 48.89K | 246.57 | 0.02% |
| 108 | BLK | BlackRock, Inc. | 987.76 | -0.56% | 42 | +100.00% | 43.05K | 1025.1 | 0.02% |
| 109 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 180 | -25% | 41.73K | 114.18 | 0.02% |
| 110 | VZ | Verizon Communi... | 43.13 | -1.38% | 1K | -63.54% | 39.99K | 43.99 | 0.01% |
| 111 | DG | Dollar General ... | 111.86 | +0.37% | 509 | 0.00% | 38.58K | 156.17 | 0.01% |
| 112 | MPLX | MPLX LP | 51.78 | +0.26% | 754 | -34.21% | 36.09K | 44.46 | 0.01% |
| 113 | MCHP | Microchip Techn... | 67.92 | -2.41% | 628 | -22.08% | 36.02K | 83.64 | 0.01% |
| 114 | AZN | AstraZeneca PLC | 74.97 | +1.67% | 534 | 0.00% | 34.99K | 59.84 | 0.01% |
| 115 | LRCX | Lam Research Co... | 91.62 | +0.74% | 470 | +100.00% | 33.95K | 72.23 | 0.01% |
| 116 | EMXC | iShares MSCI Em... | 62.20 | +0.09% | 590 | 0.00% | 32.72K | 47.65 | 0.01% |
| 117 | ICE | Intercontinenta... | 178.97 | +0.83% | 208 | 0.00% | 30.99K | 136.77 | 0.01% |
| 118 | JIG | JPMorgan Intern... | 70.87 | +0.81% | 489 | -35.83% | 30.52K | 68.93 | 0.01% |
| 119 | PNNT | PennantPark Inv... | 6.88 | -0.07% | 3.94K | 0.00% | 27.89K | 6.93 | 0.01% |
| 120 | ROP | Roper Technolog... | 571.97 | +0.42% | 51 | 0.00% | 26.52K | 463.73 | < 0.01% |
| 121 | PAYX | Paychex, Inc. | 153.49 | -0.36% | 167 | 0.00% | 23.42K | 136.5 | < 0.01% |
| 122 | GDX | VanEck Gold Min... | 53.52 | +3.05% | 674 | -34.18% | 22.86K | 33.16 | < 0.01% |
| 123 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 120 | -31.03% | 22.85K | 148.34 | < 0.01% |
| 124 | INTC | Intel Corporati... | 20.75 | +0.36% | 1.12K | -25.23% | 22.39K | 52.72 | < 0.01% |
| 125 | BIDU | Baidu, Inc. | 87.81 | +0.29% | 260 | 0.00% | 21.92K | 161.54 | < 0.01% |
| 126 | NVS | Novartis AG | 120.68 | +2.21% | 217 | 0.00% | 21.12K | 79.94 | < 0.01% |
| 127 | FDUS | Fidus Investmen... | 20.39 | -0.12% | 992 | 0.00% | 20.85K | 17.98 | < 0.01% |
| 128 | EMR | Emerson Electri... | 126.72 | +0.18% | 167 | 0.00% | 20.7K | 92.96 | < 0.01% |
| 129 | TMO | Thermo Fisher S... | 414.46 | -0.17% | 37 | -24.49% | 19.25K | 524.78 | < 0.01% |
| 130 | EFAV | iShares MSCI EA... | 85.49 | +0.79% | 261 | 0.00% | 18.46K | 62.1 | < 0.01% |
| 131 | MELI | MercadoLibre, I... | 2368.20 | -0.79% | 10 | 0.00% | 17K | 1286.6 | < 0.01% |
| 132 | ABT | Abbott Laborato... | 136.36 | +0.80% | 148 | 0.00% | 16.74K | 140.72 | < 0.01% |
| 133 | GILD | Gilead Sciences... | 111.94 | +2.42% | 160 | -65.96% | 14.78K | 71.43 | < 0.01% |
| 134 | KLAC | KLA Corporation | 874.70 | +0.31% | 22 | 0.00% | 13.86K | 534.18 | < 0.01% |
| 135 | TSM | Taiwan Semicond... | 215.28 | +0.55% | 70 | 0.00% | 13.82K | 110.41 | < 0.01% |
| 136 | SWKS | Skyworks Soluti... | 71.99 | -1.14% | 148 | -11.9% | 13.13K | 145.64 | < 0.01% |
| 137 | CZR | Caesars Enterta... | 27.31 | -2.11% | 375 | 0.00% | 12.53K | 93.53 | < 0.01% |
| 138 | MRNA | Moderna, Inc. | 27.34 | -1.5% | 290 | 0.00% | 12.06K | 104.01 | < 0.01% |
| 139 | NUE | Nucor Corporati... | 118.54 | +1.20% | 100 | 0.00% | 11.67K | 114.15 | < 0.01% |
| 140 | AL | Air Lease Corpo... | 57.50 | -0.31% | 225 | 0.00% | 10.85K | 44.23 | < 0.01% |
| 141 | AMP | Ameriprise Fina... | 515.87 | +0.04% | 20 | 0.00% | 10.65K | 233.3 | < 0.01% |
| 142 | TDG | TransDigm Group... | 1437.19 | +0.53% | 7 | 0.00% | 8.87K | 618.71 | < 0.01% |
| 143 | ZH | Zhihu Inc. | 3.99 | -0.99% | 2.48K | -9.64% | 8.79K | 2.73 | < 0.01% |
| 144 | GLOB | Globant S.A. | 98.23 | -2.84% | 40 | 0.00% | 8.58K | 106.05 | < 0.01% |
| 145 | XSLV | Invesco S&P Sma... | 45.97 | -0.08% | 167 | 0.00% | 7.89K | 33.22 | < 0.01% |
| 146 | TT | Trane Technolog... | 423.89 | +0.22% | 21 | 0.00% | 7.76K | 202 | < 0.01% |
| 147 | INTU | Intuit Inc. | 765.48 | +0.10% | 12 | 0.00% | 7.54K | 400.08 | < 0.01% |
| 148 | AME | AMETEK, Inc. | 179.75 | -0.64% | 36 | -50% | 6.49K | 120.92 | < 0.01% |
| 149 | ACN | Accenture plc | 317.94 | -0.4% | 18 | 0.00% | 6.33K | 316.11 | < 0.01% |
| 150 | IAU | iShares Gold Tr... | 63.89 | +1.22% | 121 | +100.00% | 5.99K | 49.5 | < 0.01% |