Cedar Wealth Management, LLC
CIK Number: 0001665642
Main Sectors:
Top Industries:
Filing Date: May 9, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 318.95 | +0.27% | 201.07K | -0.5% | 55.26M | 145.83 | 19.66% | Share |
| 2 | SCHD | Schwab U.S. Div... | 27.87 | +0.43% | 1.27M | +0.76% | 35.41M | 23.47 | 12.60% | Share |
| 3 | IDHQ | Invesco S&P Int... | 33.05 | +0.09% | 782.02K | -0.6% | 23.41M | 27.3 | 8.33% | Share |
| 4 | XLG | Invesco S&P 500... | 55.11 | +0.20% | 466.31K | +10.91% | 21.46M | 38.95 | 7.63% | Share |
| 5 | PM | Philip Morris I... | 164.17 | -1.51% | 132.98K | -5.2% | 21.11M | 90.97 | 7.51% | Share |
| 6 | ESGV | Vanguard ESG U.... | 114.91 | +0.29% | 202.55K | -1.77% | 19.84M | 76.62 | 7.06% | Share |
| 7 | SPGP | Invesco S&P 500... | 112.87 | +0.22% | 144.03K | -0.43% | 14.39M | 84.91 | 5.12% | Share |
| 8 | DFAC | Dimensional U.S... | 37.88 | +0.33% | 302.3K | 0.00% | 9.97M | 25.48 | 3.55% | Share |
| 9 | SPHQ | Invesco S&P 500... | 72.50 | +0.19% | 95.06K | +0.00% | 6.31M | 48.79 | 2.24% | Share |
| 10 | MO | Altria Group, I... | 66.39 | -0.08% | 99.44K | -15.46% | 5.97M | 56.59 | 2.12% | Share |
| 11 | IWV | iShares Russell... | 368.31 | +0.31% | 15.43K | +2.83% | 4.9M | 210.67 | 1.74% | Share |
| 12 | VGK | Vanguard Europe... | 78.67 | -0.27% | 66.59K | 0.00% | 4.68M | 60.13 | 1.66% | Share |
| 13 | VOO | Vanguard S&P 50... | 594.62 | +0.26% | 8.01K | +32.53% | 4.12M | 424.75 | 1.46% | Share |
| 14 | MDLZ | Mondelez Intern... | 61.75 | -0.48% | 49.29K | 0.00% | 3.34M | 54.25 | 1.19% | Share |
| 15 | AMZN | Amazon.com, Inc... | 229.12 | +0.18% | 15.28K | +1.07% | 2.91M | 142.33 | 1.03% | Share |
| 16 | CLOZ | Panagram Bbb-B ... | 26.90 | +0.04% | 88.86K | +100.00% | 2.36M | 26.57 | 0.84% | Share |
| 17 | GOOGL | Alphabet Inc. | 207.48 | +0.16% | 12K | +2.73% | 1.86M | 106.09 | 0.66% | Share |
| 18 | EWJ | iShares MSCI Ja... | 78.64 | -0.35% | 26.23K | 0.00% | 1.8M | 59.04 | 0.64% | Share |
| 19 | MSFT | Microsoft Corpo... | 506.74 | +0.94% | 4.3K | +2.73% | 1.61M | 173.7 | 0.57% | Share |
| 20 | AAPL | Apple Inc. | 230.49 | +0.51% | 7.13K | +5.71% | 1.58M | 131.71 | 0.56% | Share |
| 21 | NVDA | NVIDIA Corporat... | 181.60 | -0.09% | 14.08K | +27.43% | 1.53M | 111.42 | 0.54% | Share |
| 22 | NEM | Newmont Corpora... | 72.40 | -0.04% | 30.69K | +100.00% | 1.48M | 48.28 | 0.53% | Share |
| 23 | USB | U.S. Bancorp | 48.75 | +0.37% | 32.44K | 0.00% | 1.37M | 33.56 | 0.49% | Share |
| 24 | OEF | iShares S&P 100... | 320.95 | +0.24% | 4.78K | 0.00% | 1.3M | 119.51 | 0.46% | Share |
| 25 | GOLD | Barrick Gold Co... | 21.16 | +1.37% | 64.74K | +2.86% | 1.26M | 16.97 | 0.45% | Share |
| 26 | HYGV | FlexShares High... | 41.05 | +0.07% | 30.71K | -16.15% | 1.24M | 43.85 | 0.44% | Share |
| 27 | QQQ | Invesco QQQ Tru... | 573.49 | +0.15% | 2.57K | +4.82% | 1.2M | 289.68 | 0.43% | Share |
| 28 | ICLO | Invesco Aaa Clo... | 25.59 | +0.10% | 47.16K | +100.00% | 1.2M | 25.49 | 0.43% | Share |
| 29 | EUDG | WisdomTree Euro... | 34.99 | +0.18% | 31.13K | 0.00% | 1.01M | 29.71 | 0.36% | Share |
| 30 | META | Meta Platforms,... | 747.38 | -0.89% | 1.57K | -1.51% | 904.31K | 261.46 | 0.32% | Share |
| 31 | HEFA | iShares Currenc... | 38.97 | -0.29% | 24.81K | 0.00% | 900.43K | 29.47 | 0.32% | Share |
| 32 | EWC | iShares MSCI Ca... | 48.36 | +0.71% | 20.67K | 0.00% | 842.16K | 34.18 | 0.30% | Share |
| 33 | IAU | iShares Gold Tr... | 64.01 | +0.20% | 13.29K | +10.88K% | 783.4K | 58.87 | 0.28% | Share |
| 34 | EEM | iShares MSCI Em... | 49.91 | -0.61% | 16.38K | 0.00% | 715.76K | 44.94 | 0.25% | Share |
| 35 | RSP | Invesco S&P 500... | 188.85 | +0.36% | 4.06K | +100.00% | 703.66K | 173.23 | 0.25% | Share |
| 36 | QDF | FlexShares Qual... | 77.58 | +0.30% | 9.97K | 0.00% | 681.33K | 42.55 | 0.24% | Share |
| 37 | QDEF | FlexShares Qual... | 78.42 | +0.41% | 9.58K | 0.00% | 669.28K | 47.16 | 0.24% | Share |
| 38 | GUNR | FlexShares Morn... | 42.73 | +0.19% | 16.51K | -25% | 640.89K | 42.29 | 0.23% | Share |
| 39 | BRK-B | Berkshire Hatha... | 495.64 | +0.70% | 1.18K | 0.00% | 630.04K | 268.62 | 0.22% | Share |
| 40 | VYM | Vanguard High D... | 139.10 | +0.32% | 4.8K | 0.00% | 618.76K | 102.4 | 0.22% | Share |
| 41 | BABA | Alibaba Group H... | 122.19 | -1.61% | 4.66K | -51.69% | 616.72K | 75.88 | 0.22% | Share |
| 42 | PRGO | Perrigo Company... | 23.90 | +0.72% | 21.97K | 0.00% | 615.93K | 36.54 | 0.22% | Share |
| 43 | ADBE | Adobe Inc. | 356.35 | +0.41% | 1.57K | +120.90% | 604.06K | 434.59 | 0.21% | Share |
| 44 | NG | NovaGold Resour... | 6.58 | +0.38% | 197.87K | +15.86% | 577.77K | 3.41 | 0.21% | Share |
| 45 | GLBE | Global-e Online... | 33.08 | +3.50% | 16.01K | -44% | 570.61K | 36.95 | 0.20% | Share |
| 46 | TQQQ | ProShares Ultra... | 91.04 | +0.45% | 9.59K | +100.00% | 549.39K | 57.3 | 0.20% | Share |
| 47 | OXY | Occidental Petr... | 46.91 | +1.88% | 10.58K | 0.00% | 522.03K | 63.72 | 0.19% | Share |
| 48 | F | Ford Motor Comp... | 11.91 | +0.63% | 47.98K | 0.00% | 481.22K | 9.73 | 0.17% | Share |
| 49 | ASML | ASML Holding N.... | 770.00 | +0.89% | 715 | -0.56% | 473.78K | 641.77 | 0.17% | Share |
| 50 | AVGO | Broadcom Inc. | 300.25 | +0.75% | 2.82K | +1.47K% | 472.15K | 164.03 | 0.17% | Share |
| 51 | EWA | iShares MSCI Au... | 27.00 | +0.13% | 19.07K | 0.00% | 446.93K | 22.94 | 0.16% | Share |
| 52 | VGSH | Vanguard Short-... | 58.83 | +0.07% | 7.58K | -15.64% | 444.92K | 59.37 | 0.16% | Share |
| 53 | GLD | SPDR Gold Share... | 312.69 | +0.20% | 1.44K | 0.00% | 414.06K | 147.78 | 0.15% | Share |
| 54 | RIG | Transocean Ltd. | 3.18 | +4.61% | 124.54K | +19.60% | 394.8K | 2.41 | 0.14% | Share |
| 55 | XLV | Health Care Sel... | 136.97 | -0.06% | 2.65K | 0.00% | 386.49K | 132.84 | 0.14% | Share |
| 56 | AMPL | Amplitude, Inc. | 11.45 | +3.71% | 37.41K | 0.00% | 381.26K | 14.79 | 0.14% | Share |
| 57 | WDS | Woodside Energy... | 17.57 | +1.18% | 25.92K | +100.00% | 375.62K | 14.49 | 0.13% | Share |
| 58 | V | Visa Inc. | 350.30 | -0.25% | 1.06K | -39.65% | 371.84K | 195.5 | 0.13% | Share |
| 59 | T | AT&T Inc. | 29.07 | +1.79% | 11.89K | -43.56% | 336.39K | 20.15 | 0.12% | Share |
| 60 | TWLO | Twilio Inc. | 103.19 | +0.73% | 3.33K | 0.00% | 325.75K | 62.63 | 0.12% | Share |
| 61 | CVX | Chevron Corpora... | 159.20 | +1.17% | 1.95K | 0.00% | 325.38K | 124.58 | 0.12% | Share |
| 62 | EGO | Eldorado Gold C... | 24.28 | -0.08% | 18K | 0.00% | 302.76K | 7.02 | 0.11% | Share |
| 63 | IWF | iShares Russell... | 448.10 | +0.21% | 832 | 0.00% | 300.58K | 178.54 | 0.11% | Share |
| 64 | NLY | Annaly Capital ... | 20.97 | -0.52% | 14.71K | 0.00% | 298.86K | 18.48 | 0.11% | Share |
| 65 | RH | Rh | 227.82 | +3.00% | 1.22K | +25.72% | 286.45K | 309.2 | 0.10% | Share |
| 66 | GO | Grocery Outlet ... | 18.50 | -0.72% | 20.37K | 0.00% | 284.77K | 31.13 | 0.10% | Share |
| 67 | CPRI | Capri Holdings ... | 21.54 | +0.37% | 14.09K | 0.00% | 278.04K | 42.44 | 0.10% | Share |
| 68 | SDRL | Seadrill Limite... | 31.98 | +3.33% | 10.68K | +100.00% | 267.07K | 25 | 0.10% | Share |
| 69 | TLT | iShares 20+ Yea... | 86.65 | -0.12% | 2.93K | +100.00% | 266.35K | 91.03 | 0.09% | Share |
| 70 | DVY | iShares Select ... | 141.94 | +0.55% | 1.94K | 0.00% | 261.06K | 98.33 | 0.09% | Share |
| 71 | SBUX | Starbucks Corpo... | 87.64 | +1.17% | 2.56K | 0.00% | 250.72K | 89.96 | 0.09% | Share |
| 72 | IWM | iShares Russell... | 235.95 | +0.71% | 1.23K | 0.00% | 245.77K | 220.89 | 0.09% | Share |
| 73 | DGRO | iShares Core Di... | 66.92 | +0.26% | 3.93K | 0.00% | 243.04K | 36 | 0.09% | Share |
| 74 | JNJ | Johnson & Johns... | 176.62 | +0.07% | 1.38K | -9.26% | 229.19K | 156.43 | 0.08% | Share |
| 75 | NBIS | Nebius Group N.... | 70.15 | -0.47% | 10.79K | +100.00% | 227.67K | 21.11 | 0.08% | Share |
| 76 | LDUR | PIMCO Enhanced ... | 96.18 | +0.11% | 2.37K | -21.83% | 227.43K | 100.56 | 0.08% | Share |
| 77 | LLY | Eli Lilly and C... | 734.18 | -0.25% | 259 | 0.00% | 213.91K | 136.48 | 0.08% | Share |
| 78 | PLD | Prologis, Inc. | 112.66 | +1.18% | 1.87K | 0.00% | 208.71K | 120.09 | 0.07% | Share |
| 79 | XT | iShares Exponen... | 68.11 | +0.44% | 3.44K | 0.00% | 198.29K | 52.23 | 0.07% | Share |
| 80 | NOW | ServiceNow, Inc... | 888.24 | +2.73% | 249 | 0.00% | 198.24K | 599.16 | 0.07% | Share |
| 81 | STKL | SunOpta Inc. | 6.34 | +0.32% | 38.6K | 0.00% | 187.62K | 3.37 | 0.07% | Share |
| 82 | HTGC | Hercules Capita... | 19.41 | +0.52% | 9.76K | 0.00% | 187.47K | 16.59 | 0.07% | Share |
| 83 | VIGI | Vanguard Intern... | 89.60 | +0.21% | 2.23K | 0.00% | 184.79K | 80.95 | 0.07% | Share |
| 84 | VGT | Vanguard Inform... | 700.72 | +0.67% | 333 | 0.00% | 180.61K | 463.03 | 0.06% | Share |
| 85 | APA | APA Corporation | 22.59 | +2.12% | 7.96K | 0.00% | 167.38K | 33.28 | 0.06% | Share |
| 86 | BYON | Beyond, Inc. | 9.12 | -4.15% | 25.61K | 0.00% | 148.55K | 16.78 | 0.05% | Share |
| 87 | PFE | Pfizer Inc. | 25.07 | +0.58% | 5.52K | -3.82% | 139.85K | 32.66 | 0.05% | Share |
| 88 | COST | Costco Wholesal... | 949.52 | +0.87% | 142 | 0.00% | 134.56K | 315.18 | 0.05% | Share |
| 89 | SPY | SPDR S&P 500 ET... | 646.70 | +0.24% | 227 | +60.99% | 126.98K | 406.49 | 0.05% | Share |
| 90 | DFAX | Dimensional Wor... | 30.59 | -0.37% | 4.71K | 0.00% | 123.38K | 25.88 | 0.04% | Share |
| 91 | MRK | Merck & Co., In... | 84.08 | -1.07% | 1.26K | 0.00% | 113.43K | 75.48 | 0.04% | Share |
| 92 | ACWI | iShares MSCI AC... | 133.68 | +0.04% | 965 | 0.00% | 112.32K | 62.57 | 0.04% | Share |
| 93 | KVUE | Kenvue Inc. | 20.77 | -0.12% | 4.27K | -14.93% | 102.44K | 20.3 | 0.04% | Share |
| 94 | NKE | NIKE, Inc. | 78.17 | -0.61% | 1.57K | 0.00% | 99.48K | 138.57 | 0.04% | Share |
| 95 | MSOS | AdvisorShares P... | 5.50 | +0.09% | 36.63K | 0.00% | 95.61K | 11.78 | 0.03% | Share |
| 96 | ARCC | Ares Capital Co... | 22.31 | +0.27% | 4.3K | 0.00% | 95.33K | 21.19 | 0.03% | Share |
| 97 | PINS | Pinterest, Inc. | 36.16 | +0.29% | 2.98K | +100.00% | 92.35K | 31 | 0.03% | Share |
| 98 | HD | The Home Depot,... | 408.24 | +0.17% | 226 | 0.00% | 82.89K | 350.27 | 0.03% | Share |
| 99 | ALB | Albemarle Corpo... | 87.67 | +7.53% | 1.12K | 0.00% | 80.95K | 188.4 | 0.03% | Share |
| 100 | SPHD | Invesco S&P 500... | 49.40 | +0.66% | 1.61K | 0.00% | 80.87K | 30.01 | 0.03% | Share |
| 101 | VWO | Vanguard Emergi... | 51.49 | -0.67% | 1.78K | 0.00% | 80.56K | 43.85 | 0.03% | Share |
| 102 | RS | Reliance Steel ... | 295.29 | -0.02% | 250 | 0.00% | 72.19K | 162.22 | 0.03% | Share |
| 103 | CRON | Cronos Group In... | 2.56 | +0.39% | 37.94K | 0.00% | 68.66K | 2.51 | 0.02% | Share |
| 104 | ABBV | AbbVie Inc. | 208.10 | -0.12% | 326 | 0.00% | 68.3K | 99.76 | 0.02% | Share |
| 105 | IDV | iShares Interna... | 36.56 | -0.33% | 2.08K | 0.00% | 64.55K | 25.33 | 0.02% | Share |
| 106 | WMT | Walmart Inc. | 96.08 | +0.03% | 678 | 0.00% | 59.52K | 39.61 | 0.02% | Share |
| 107 | ROKU | Roku, Inc. | 96.18 | +0.65% | 801 | 0.00% | 56.42K | 62.47 | 0.02% | Share |
| 108 | HYUP | Xtrackers High ... | 42.58 | 0.00% | 1.3K | 0.00% | 53.95K | 41.01 | 0.02% | Share |
| 109 | A | Agilent Technol... | 118.72 | +0.35% | 445 | -8.62% | 52.06K | 117.74 | 0.02% | Share |
| 110 | AMAT | Applied Materia... | 164.39 | -0.07% | 357 | 0.00% | 51.74K | 77.07 | 0.02% | Share |
| 111 | ADP | Automatic Data ... | 303.09 | -0.12% | 167 | 0.00% | 51.02K | 246.57 | 0.02% | Share |
| 112 | ETN | Eaton Corporati... | 351.42 | -0.17% | 187 | 0.00% | 50.83K | 199.33 | 0.02% | Share |
| 113 | CRM | Salesforce, Inc... | 250.06 | +2.59% | 187 | 0.00% | 50.18K | 228.5 | 0.02% | Share |
| 114 | PGX | Invesco Preferr... | 11.51 | -0.04% | 4.43K | 0.00% | 49.69K | 13.16 | 0.02% | Share |
| 115 | ITB | iShares U.S. Ho... | 110.79 | -0.08% | 500 | 0.00% | 47.6K | 44.42 | 0.02% | Share |
| 116 | AMD | Advanced Micro ... | 167.10 | +0.29% | 456 | 0.00% | 46.85K | 93.22 | 0.02% | Share |
| 117 | DG | Dollar General ... | 111.27 | +0.70% | 509 | 0.00% | 44.74K | 156.17 | 0.02% | Share |
| 118 | BLK | BlackRock, Inc. | 1131.64 | -0.72% | 42 | 0.00% | 39.75K | 1025.1 | 0.01% | Share |
| 119 | AZN | AstraZeneca PLC | 79.93 | -0.15% | 534 | 0.00% | 39.25K | 59.84 | 0.01% | Share |
| 120 | ICE | Intercontinenta... | 177.28 | -0.82% | 208 | 0.00% | 35.88K | 136.77 | 0.01% | Share |
| 121 | LRCX | Lam Research Co... | 103.67 | +0.04% | 470 | 0.00% | 34.17K | 72.23 | 0.01% | Share |
| 122 | EMXC | iShares MSCI Em... | 64.10 | +0.16% | 590 | 0.00% | 32.5K | 47.65 | 0.01% | Share |
| 123 | GDX | VanEck Gold Min... | 61.42 | -0.28% | 674 | 0.00% | 30.98K | 33.16 | 0.01% | Share |
| 124 | MCHP | Microchip Techn... | 66.65 | -1.43% | 628 | 0.00% | 30.4K | 81.54 | 0.01% | Share |
| 125 | ROP | Roper Technolog... | 528.66 | +0.80% | 51 | 0.00% | 30.08K | 463.73 | 0.01% | Share |
| 126 | JIG | JPMorgan Intern... | 72.04 | -0.25% | 441 | -9.82% | 27.95K | 68.93 | < 0.01% | Share |
| 127 | PNNT | PennantPark Inv... | 7.14 | -0.35% | 3.94K | 0.00% | 27.7K | 6.93 | < 0.01% | Share |
| 128 | PAYX | Paychex, Inc. | 138.65 | +0.44% | 167 | 0.00% | 25.77K | 136.5 | < 0.01% | Share |
| 129 | INTC | Intel Corporati... | 24.85 | +2.05% | 1.12K | 0.00% | 25.36K | 52.72 | < 0.01% | Share |
| 130 | NVS | Novartis AG | 126.92 | +0.22% | 217 | 0.00% | 24.19K | 79.94 | < 0.01% | Share |
| 131 | BIDU | Baidu, Inc. | 89.86 | -2.83% | 260 | 0.00% | 23.93K | 161.54 | < 0.01% | Share |
| 132 | DVN | Devon Energy Co... | 35.55 | +0.92% | 576 | +100.00% | 21.53K | 37.4 | < 0.01% | Share |
| 133 | FDUS | Fidus Investmen... | 21.38 | +0.14% | 992 | 0.00% | 20.23K | 17.98 | < 0.01% | Share |
| 134 | ABT | Abbott Laborato... | 131.40 | -0.14% | 148 | 0.00% | 19.63K | 140.72 | < 0.01% | Share |
| 135 | MELI | MercadoLibre, I... | 2413.43 | +0.33% | 10 | 0.00% | 19.51K | 1286.6 | < 0.01% | Share |
| 136 | GOOG | Alphabet Inc. | 208.21 | +0.13% | 120 | 0.00% | 18.75K | 148.34 | < 0.01% | Share |
| 137 | TMO | Thermo Fisher S... | 488.13 | -0.07% | 37 | 0.00% | 18.41K | 524.78 | < 0.01% | Share |
| 138 | EMR | Emerson Electri... | 133.45 | +0.07% | 167 | 0.00% | 18.31K | 92.96 | < 0.01% | Share |
| 139 | KLAC | KLA Corporation | 888.89 | +0.09% | 22 | 0.00% | 14.96K | 534.18 | < 0.01% | Share |
| 140 | NUE | Nucor Corporati... | 150.33 | +1.61% | 100 | 0.00% | 12.03K | 114.15 | < 0.01% | Share |
| 141 | TSM | Taiwan Semicond... | 239.26 | +0.23% | 70 | 0.00% | 11.62K | 110.41 | < 0.01% | Share |
| 142 | AL | Air Lease Corpo... | 60.53 | +0.15% | 225 | 0.00% | 10.87K | 44.23 | < 0.01% | Share |
| 143 | ZH | Zhihu Inc. | 4.89 | +5.62% | 2.48K | 0.00% | 10.6K | 2.73 | < 0.01% | Share |
| 144 | TDG | TransDigm Group... | 1395.16 | -1.29% | 7 | 0.00% | 9.68K | 618.71 | < 0.01% | Share |
| 145 | AMP | Ameriprise Fina... | 518.32 | +0.28% | 20 | 0.00% | 9.68K | 233.3 | < 0.01% | Share |
| 146 | CZR | Caesars Enterta... | 26.97 | +3.18% | 375 | 0.00% | 9.38K | 93.53 | < 0.01% | Share |
| 147 | MRNA | Moderna, Inc. | 25.10 | +1.50% | 290 | 0.00% | 8.22K | 104.01 | < 0.01% | Share |
| 148 | XSLV | Invesco S&P Sma... | 47.68 | +0.75% | 167 | 0.00% | 7.71K | 33.22 | < 0.01% | Share |
| 149 | INTU | Intuit Inc. | 663.17 | +0.55% | 12 | 0.00% | 7.37K | 400.08 | < 0.01% | Share |
| 150 | TT | Trane Technolog... | 424.22 | -0.46% | 21 | 0.00% | 7.08K | 202 | < 0.01% | Share |