Cedar Wealth Management, LLC

CIK Number: 0001665642

281.11M
Market Value
189
# of Holdings
17 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 VTI Vanguard Total ...
293.93
-0.86% 202.08K -3.97% 58.57M 145.83 21.18%
2 SCHD Schwab U.S. Div...
26.70
-0.8% 1.26M +171.22% 34.34M 23.43 12.42%
3 IDHQ Invesco S&P Int...
32.35
-0.98% 786.75K -0.1% 22.28M 27.3 8.06%
4 ESGV Vanguard ESG U....
105.58
-0.92% 206.21K -0.4% 21.63M 76.62 7.82%
5 XLG Invesco S&P 500...
50.20
-0.87% 420.43K +15.12% 21M 38.18 7.59%
6 PM Philip Morris I...
183.44
+0.08% 140.27K -3.81% 16.88M 90.97 6.10%
7 SPGP Invesco S&P 500...
104.53
-0.49% 144.66K -0.08% 15.17M 84.91 5.49%
8 DFAC Dimensional U.S...
34.70
-0.89% 302.3K 0.00% 10.46M 25.48 3.78%
9 SPHQ Invesco S&P 500...
69.88
-0.84% 95.06K +19.37% 6.37M 48.79 2.30%
10 MO Altria Group, I...
58.95
+0.26% 117.62K -10.39% 6.15M 56.59 2.22%
11 IWV iShares Russell...
338.70
-0.91% 15.01K -0.66% 5.02M 207.64 1.81%
12 VGK Vanguard Europe...
76.39
-1.45% 66.59K -0.12% 4.23M 60.13 1.53%
13 AMZN Amazon.com, Inc...
214.87
-0.57% 15.12K -11.5% 3.32M 141.81 1.20%
14 VOO Vanguard 500 In...
549.20
-0.88% 6.04K +5.55% 3.26M 395.75 1.18%
15 MDLZ Mondelez Intern...
66.32
-1.32% 49.29K 0.00% 2.94M 54.25 1.06%
16 GOOGL Alphabet Inc.
175.88
-0.51% 11.68K +1.90% 2.21M 104.77 0.80%
17 MSFT Microsoft Corpo...
477.90
-0.26% 4.18K -21.3% 1.76M 168.2 0.64%
18 EWJ iShares MSCI Ja...
72.28
-1.19% 26.23K 0.00% 1.76M 59.04 0.64%
19 BTAL AGFiQ U.S. Mark...
18.48
+0.24% 91.44K +100.00% 1.69M 18.48 0.61%
20 AAPL Apple Inc.
195.57
-1.44% 6.75K -13.54% 1.69M 126.55 0.61%
21 GLBE Global-e Online...
31.16
-0.8% 28.58K -1.54% 1.56M 36.95 0.56%
22 USB U.S. Bancorp
42.69
-1.08% 32.44K 0.00% 1.55M 33.56 0.56%
23 HYGV FlexShares High...
40.40
-0.19% 36.63K -59.36% 1.49M 43.85 0.54%
24 NVDA NVIDIA Corporat...
144.07
-0.43% 11.05K +112.91% 1.48M 112.26 0.54%
25 OEF iShares S&P 100...
292.61
-0.97% 4.78K 0.00% 1.38M 119.51 0.50%
26 QQQ Invesco QQQ Tru...
528.89
-1.01% 2.45K -3.92% 1.25M 281.04 0.45%
27 GOLD Barrick Gold Co...
21.37
-0.19% 62.94K -2.95% 975.55K 16.9 0.35%
28 META Meta Platforms,...
697.17
-0.7% 1.59K -2.03% 932.72K 261.46 0.34%
29 EUDG WisdomTree Euro...
34.57
-1.4% 31.13K 0.00% 927.55K 29.71 0.34%
30 HEFA iShares Currenc...
37.59
-0.71% 24.81K 0.00% 862.22K 29.47 0.31%
31 EWC iShares MSCI Ca...
45.45
-0.68% 20.67K 0.00% 832.86K 34.18 0.30%
32 BABA Alibaba Group H...
115.13
-0.72% 9.65K +21.10% 818.65K 75.88 0.30%
33 GUNR FlexShares Morn...
41.06
-0.23% 22.02K 0.00% 800.55K 42.29 0.29%
34 VTIP Vanguard Short-...
50.02
+0.19% 15.83K 0.00% 766.36K 48.64 0.28%
35 QDF FlexShares Qual...
71.11
-0.97% 9.97K 0.00% 703.16K 42.55 0.25%
36 EEM iShares MSCI Em...
46.62
-1.3% 16.38K -4.17% 684.97K 44.94 0.25%
37 QDEF FlexShares Qual...
72.26
-0.84% 9.58K 0.00% 672.47K 47.16 0.24%
38 TAIL Cambria Tail Ri...
12.20
+0.95% 54.67K +100.00% 612.36K 11.2 0.22%
39 VYM Vanguard High D...
130.07
-0.9% 4.8K -38.19% 612.18K 102.4 0.22%
40 NG NovaGold Resour...
4.39
+1.03% 170.79K +9.95% 568.72K 3.48 0.21%
41 PRGO Perrigo Company...
26.27
-1.57% 21.97K +2.09% 564.75K 36.54 0.20%
42 V Visa Inc.
357.69
+0.62% 1.76K -1.12% 555.6K 195.5 0.20%
43 BRK-B Berkshire Hatha...
483.43
-1.39% 1.18K -12.89% 536.23K 268.62 0.19%
44 VGSH Vanguard Short-...
58.49
+0.07% 8.99K +0.71% 522.82K 59.37 0.19%
45 OXY Occidental Petr...
46.01
+1.50% 10.58K -0.02% 522.56K 63.72 0.19%
46 ASML ASML Holding N....
760.09
-1.95% 719 0.00% 498.32K 641.77 0.18%
47 T AT&T Inc.
27.64
-1.16% 21.08K -0.64% 479.92K 20.15 0.17%
48 F Ford Motor Comp...
10.41
-1.93% 47.98K -0.7% 474.98K 9.73 0.17%
49 CFLT Confluent, Inc.
24.02
+1.50% 16.37K 0.00% 457.62K 25.31 0.17%
50 EWA iShares MSCI Au...
25.77
-1.25% 19.07K 0.00% 454.94K 22.94 0.16%
51 AMPL Amplitude, Inc.
11.86
-2.23% 37.41K -1.19% 394.73K 14.79 0.14%
52 RIG Transocean Ltd.
3.21
-0.46% 104.13K +7.11% 390.48K 2.26 0.14%
53 RH RH
182.77
-3.44% 972 -1.02% 382.57K 328.44 0.14%
54 XLV Health Care Sel...
133.47
-1.65% 2.65K -41.31% 364.15K 132.84 0.13%
55 TWLO Twilio Inc.
116.23
-0.38% 3.33K -51.19% 359.58K 62.63 0.13%
56 GLD SPDR Gold Share...
311.95
+0.05% 1.44K -30.11% 347.94K 147.78 0.13%
57 IWF iShares Russell...
406.54
-0.88% 832 0.00% 334.28K 178.54 0.12%
58 GO Grocery Outlet ...
12.91
-0.27% 20.37K +3.90% 317.98K 31.13 0.12%
59 ADBE Adobe Inc.
382.68
-4.74% 713 0.00% 317.06K 496.32 0.11%
60 STKL SunOpta Inc.
5.76
-4.55% 38.6K -0.19% 297.25K 3.37 0.11%
61 CPRI Capri Holdings ...
16.86
-3.07% 14.09K -37.5% 296.78K 42.44 0.11%
62 LDUR PIMCO Enhanced ...
95.47
+0.13% 3.03K 0.00% 287.98K 100.56 0.10%
63 CVX Chevron Corpora...
148.85
+1.93% 1.95K -55.87% 281.71K 124.58 0.10%
64 IWM iShares Russell...
208.41
-1.12% 1.23K -47.93% 272.22K 220.89 0.10%
65 NLY Annaly Capital ...
19.02
-1.07% 14.71K -49.37% 269.29K 18.48 0.10%
66 EGO Eldorado Gold C...
21.18
-0.47% 18K 0.00% 267.66K 7.02 0.10%
67 NOW ServiceNow, Inc...
1003.68
-0.14% 249 -5.32% 263.97K 599.16 0.10%
68 DVY iShares Select ...
129.58
-0.84% 1.94K 0.00% 255.23K 98.33 0.09%
69 DGRO iShares Core Di...
62.20
-0.9% 3.93K -84.73% 241.31K 36 0.09%
70 SBUX Starbucks Corpo...
91.60
-2.01% 2.56K 0.00% 233.24K 89.96 0.08%
71 JNJ Johnson & Johns...
152.38
-1.83% 1.52K -39.73% 220.26K 156.43 0.08%
72 VGT Vanguard Inform...
629.24
-0.73% 333 -4.03% 207.06K 463.03 0.07%
73 XT iShares Exponen...
62.91
-1.25% 3.44K 0.00% 205.53K 52.23 0.07%
74 LLY Eli Lilly and C...
791.46
-2% 259 0.00% 199.95K 136.48 0.07%
75 PLD Prologis, Inc.
105.03
-1.68% 1.87K -7.98% 197.34K 120.09 0.07%
76 HTGC Hercules Capita...
17.79
-0.45% 9.76K 0.00% 196.06K 16.59 0.07%
77 APA APA Corporation
20.80
+1.46% 7.96K +3.70% 183.87K 33.28 0.07%
78 VIGI Vanguard Intern...
88.85
-1.21% 2.23K -15.64% 178.22K 80.95 0.06%
79 PFE Pfizer Inc.
24.00
-1.64% 5.74K +1.40% 152.23K 32.66 0.06%
80 MSOS AdvisorShares P...
2.21
-0.23% 36.63K -35.32% 139.57K 11.78 0.05%
81 COST Costco Wholesal...
977.59
-0.69% 142 0.00% 130.37K 315.18 0.05%
82 MRK Merck & Co., In...
78.33
-3.25% 1.26K 0.00% 125.71K 75.48 0.05%
83 NKE NIKE, Inc.
59.99
-3.08% 1.57K 0.00% 118.59K 138.57 0.04%
84 DFAX Dimensional Wor...
28.86
-1.27% 4.71K 0.00% 117.07K 25.88 0.04%
85 ACWI iShares MSCI AC...
124.21
-1.04% 965 0.00% 113.39K 62.57 0.04%
86 KVUE Kenvue Inc.
21.45
-0.95% 5.02K -9.05% 107.22K 20.3 0.04%
87 ALB Albemarle Corpo...
59.78
-1.94% 1.12K -0.71% 96.75K 188.4 0.04%
88 ARCC Ares Capital Co...
21.31
-0.05% 4.3K 0.00% 94.17K 21.19 0.03%
89 HD The Home Depot,...
348.70
-1.37% 226 -53.31% 87.98K 350.27 0.03%
90 SPY SPDR S&P 500 ET...
597.40
-0.88% 141 -80.44% 82.64K 313.24 0.03%
91 VWO Vanguard Emergi...
48.28
-1.13% 1.78K 0.00% 78.39K 43.85 0.03%
92 SPHD Invesco S&P 500...
47.05
-0.85% 1.61K 0.00% 77.78K 30.01 0.03%
93 CRON Cronos Group In...
1.91
-1.3% 37.94K 0.00% 76.63K 2.51 0.03%
94 RS Reliance Steel ...
309.48
+1.20% 250 0.00% 67.31K 162.22 0.02%
95 A Agilent Technol...
116.07
-2.48% 487 0.00% 65.42K 117.74 0.02%
96 CRM Salesforce, Inc...
262.53
-0.51% 187 -89.1% 62.52K 228.5 0.02%
97 ETN Eaton Corporati...
330.42
-2.25% 187 -19.05% 62.06K 199.33 0.02%
98 WMT Walmart Inc.
94.21
-0.08% 678 0.00% 61.26K 39.61 0.02%
99 ROKU Roku, Inc.
80.64
-1.86% 801 0.00% 59.55K 62.47 0.02%
100 AMAT Applied Materia...
174.19
-1.34% 357 0.00% 57.98K 77.07 0.02%
101 ABBV AbbVie Inc.
185.53
-2.8% 326 -67.1% 57.93K 99.76 0.02%
102 IDV iShares Interna...
33.59
-1.16% 2.08K 0.00% 56.98K 25.33 0.02%
103 AMD Advanced Micro ...
127.15
+0.60% 456 0.00% 55.08K 93.22 0.02%
104 HYUP Xtrackers High ...
41.72
-0.15% 1.3K 0.00% 54.26K 41.01 0.02%
105 ITB iShares U.S. Ho...
87.65
-2.88% 500 0.00% 51.7K 44.42 0.02%
106 PGX Invesco Preferr...
11.02
+0.14% 4.43K 0.00% 51.07K 13.16 0.02%
107 ADP Automatic Data ...
307.57
-0.11% 167 0.00% 48.89K 246.57 0.02%
108 BLK BlackRock, Inc.
968.44
-1.39% 42 +100.00% 43.05K 1025.1 0.02%
109 AVGO Broadcom Inc.
249.32
-1.1% 180 -25% 41.73K 114.18 0.02%
110 VZ Verizon Communi...
41.85
-1.52% 1K -63.54% 39.99K 43.99 0.01%
111 DG Dollar General ...
113.34
-0.26% 509 0.00% 38.58K 156.17 0.01%
112 MPLX MPLX LP
51.44
-0.15% 754 -34.21% 36.09K 44.46 0.01%
113 MCHP Microchip Techn...
67.73
-0.67% 628 -22.08% 36.02K 83.64 0.01%
114 AZN AstraZeneca PLC
70.98
-3.49% 534 0.00% 34.99K 59.84 0.01%
115 LRCX Lam Research Co...
92.70
-0.76% 470 +100.00% 33.95K 72.23 0.01%
116 EMXC iShares MSCI Em...
60.44
-1.46% 590 0.00% 32.72K 47.65 0.01%
117 ICE Intercontinenta...
180.99
+0.66% 208 0.00% 30.99K 136.77 0.01%
118 JIG JPMorgan Intern...
69.57
-1.51% 489 -35.83% 30.52K 68.93 0.01%
119 PNNT PennantPark Inv...
6.64
+0.23% 3.94K 0.00% 27.89K 6.93 0.01%
120 ROP Roper Technolog...
562.29
-0.59% 51 0.00% 26.52K 463.73 < 0.01%
121 PAYX Paychex, Inc.
152.43
-0.81% 167 0.00% 23.42K 136.5 < 0.01%
122 GDX VanEck Gold Min...
53.50
-0.09% 674 -34.18% 22.86K 33.16 < 0.01%
123 GOOG Alphabet Inc.
177.16
-0.44% 120 -31.03% 22.85K 148.34 < 0.01%
124 INTC Intel Corporati...
20.79
+0.24% 1.12K -25.23% 22.39K 52.72 < 0.01%
125 BIDU Baidu, Inc.
85.98
-1.46% 260 0.00% 21.92K 161.54 < 0.01%
126 NVS Novartis AG
116.34
-1.48% 217 0.00% 21.12K 79.94 < 0.01%
127 FDUS Fidus Investmen...
19.78
+0.92% 992 0.00% 20.85K 17.98 < 0.01%
128 EMR Emerson Electri...
127.47
-0.94% 167 0.00% 20.7K 92.96 < 0.01%
129 TMO Thermo Fisher S...
390.40
-3.62% 37 -24.49% 19.25K 524.78 < 0.01%
130 EFAV iShares MSCI EA...
82.45
-0.87% 261 0.00% 18.46K 62.1 < 0.01%
131 MELI MercadoLibre, I...
2387.89
-2.72% 10 0.00% 17K 1286.6 < 0.01%
132 ABT Abbott Laborato...
132.22
-1.34% 148 0.00% 16.74K 140.72 < 0.01%
133 GILD Gilead Sciences...
108.12
-2.45% 160 -65.96% 14.78K 71.43 < 0.01%
134 KLAC KLA Corporation
892.78
+0.04% 22 0.00% 13.86K 534.18 < 0.01%
135 TSM Taiwan Semicond...
213.93
-0.81% 70 0.00% 13.82K 110.41 < 0.01%
136 SWKS Skyworks Soluti...
71.53
-0.63% 148 -11.9% 13.13K 145.64 < 0.01%
137 CZR Caesars Enterta...
26.45
+0.74% 375 0.00% 12.53K 93.53 < 0.01%
138 MRNA Moderna, Inc.
25.57
-1.65% 290 0.00% 12.06K 104.01 < 0.01%
139 NUE Nucor Corporati...
122.25
+0.47% 100 0.00% 11.67K 114.15 < 0.01%
140 AL Air Lease Corpo...
56.22
-1.11% 225 0.00% 10.85K 44.23 < 0.01%
141 AMP Ameriprise Fina...
506.40
-1.27% 20 0.00% 10.65K 233.3 < 0.01%
142 TDG TransDigm Group...
1424.06
-0.23% 7 0.00% 8.87K 618.71 < 0.01%
143 ZH Zhihu Inc.
3.75
-5.06% 2.48K -9.64% 8.79K 2.73 < 0.01%
144 GLOB Globant S.A.
92.66
-3.29% 40 0.00% 8.58K 106.05 < 0.01%
145 XSLV Invesco S&P Sma...
45.06
-0.61% 167 0.00% 7.89K 33.22 < 0.01%
146 TT Trane Technolog...
421.62
-1.17% 21 0.00% 7.76K 202 < 0.01%
147 INTU Intuit Inc.
764.51
-0.46% 12 0.00% 7.54K 400.08 < 0.01%
148 AME AMETEK, Inc.
175.58
-1.71% 36 -50% 6.49K 120.92 < 0.01%
149 ACN Accenture plc
312.02
-0.73% 18 0.00% 6.33K 316.11 < 0.01%
150 IAU iShares Gold Tr...
63.83
+0.05% 121 +100.00% 5.99K 49.5 < 0.01%