Asset Manager
← All Institutions
Cedar Wealth Management, LLC
Market Value
$389M
+13.3%
Holdings
102
-131
New Purchases
14
Added To
28
Closed
11
Reduced
13
Top 10 Concentration
71.2%
Turnover
24.5%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IDHQ | 9.34% | 8.47% | +0.87% | $36M |
| SPMO | 0.66% | 0.00% | +0.66% | $3M |
| IDMO | 1.19% | 0.78% | +0.41% | $5M |
| VTI | 19.10% | 18.79% | +0.31% | $74M |
| MRVL | 0.28% | 0.00% | +0.28% | $1M |
| BRUN | 0.27% | 0.00% | +0.27% | $1M |
| ESGV | 6.88% | 6.62% | +0.26% | $27M |
| NVO | 0.26% | 0.00% | +0.26% | $998K |
| SITM | 0.30% | 0.07% | +0.23% | $1M |
| GOOGL | 1.53% | 1.33% | +0.20% | $6M |
| GLAS | 0.19% | 0.00% | +0.19% | $731K |
| NVDA | 1.03% | 0.88% | +0.15% | $4M |
| AMD | 0.14% | 0.00% | +0.14% | $544K |
| AAPL | 1.01% | 0.88% | +0.13% | $4M |
| SPHQ | 2.31% | 2.18% | +0.13% | $9M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SCHD | 11.71% | 12.85% | -1.14% | $46M |
| SGOV | 2.53% | 3.61% | -1.08% | $10M |
| SPGP | 3.17% | 3.85% | -0.68% | $12M |
| PM | 2.96% | 3.38% | -0.41% | $12M |
| MO | 1.35% | 1.57% | -0.22% | $5M |
| FCX | 0.00% | 0.18% | -0.18% | $0 |
| EWZ | 0.00% | 0.16% | -0.16% | $0 |
| NEM | 0.08% | 0.25% | -0.16% | $325K |
| WYFI | 0.00% | 0.14% | -0.14% | $0 |
| TWLO | 0.00% | 0.12% | -0.12% | $0 |
| POET | 0.00% | 0.12% | -0.12% | $0 |
| MDLZ | 0.60% | 0.71% | -0.11% | $2M |
| NG | 0.16% | 0.26% | -0.10% | $617K |
| MU | 0.00% | 0.08% | -0.08% | $0 |
| IAU | 0.26% | 0.34% | -0.08% | $1M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 23 | $128M | 32.9% |
| Large Cap | 48 | $188M | 48.4% |
| Mid Cap | 17 | $27M | 6.9% |
| Small Cap | 13 | $45M | 11.7% |
| Micro Cap | 1 | $455K | 0.1% |
Portfolio Analytics
Avg Market Cap
$403.8B
Median Market Cap
$40.6B
Avg P/E
32.9
Median P/E
20.4
Avg Dividend Yield
0.02%
Avg Beta
1.11
# Stocks
54
# ETFs / Funds
48
Top Holdings (102 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | 19.10% | 200,645 | $74M | $370.04 | $10M | -415 | -0.2% | |
| 2 | SCHD | 11.71% | 1,435,868 | $46M | $31.71 | $1M | -1,893 | -0.1% | |
| 3 | IDHQ | 9.34% | 830,442 | $36M | $43.71 | $7M | +8,519 | +1.0% | |
| 4 | XLG | 9.26% | 588,062 | $36M | $61.23 | $4M | +6,018 | +1.0% | |
| 5 | ESGV | 6.88% | 202,193 | $27M | $132.24 | $4M | -79 | -0.0% | |
| 6 | DFAC | 3.45% | 302,298 | $13M | $44.36 | $2M | — | — | |
| 7 | SPGP | 3.17% | 100,836 | $12M | $122.29 | -$883K | -21,950 | -17.9% | |
| 8 | PM | 2.96% | 63,646 | $12M | $180.91 | -$75K | -6,448 | -9.2% | |
| 9 | VOO | 2.81% | 15,891 | $11M | $686.80 | $2M | +372 | +2.4% | |
| 10 | SGOV | 2.53% | 97,632 | $10M | $100.67 | -$3M | -25,296 | -20.6% | |
| 11 | IWV | 2.35% | 21,419 | $9M | $426.40 | $1M | +248 | +1.2% | |
| 12 | SPHQ | 2.31% | 99,671 | $9M | $90.10 | $1M | — | — | |
| 13 | GOOGL | 1.53% | 16,658 | $6M | $357.37 | $1M | +799 | +5.0% | |
| 14 | VGK | 1.52% | 66,597 | $6M | $88.54 | $407K | +1 | — | |
| 15 | MO | 1.35% | 73,101 | $5M | $71.95 | -$128K | -8,548 | -10.5% | |
| 16 | IDMO | 1.19% | 76,766 | $5M | $60.29 | $2M | +27,893 | +57.1% | |
| 17 | NVDA | 1.03% | 20,092 | $4M | $200.09 | $983K | +2,677 | +15.4% | |
| 18 | AMZN | 1.02% | 16,678 | $4M | $238.34 | $559K | +276 | +1.7% | |
| 19 | AAPL | 1.01% | 13,552 | $4M | $289.37 | $912K | +1,696 | +14.3% | |
| 20 | CLOZ | 0.81% | 118,734 | $3M | $26.42 | $167K | +2,953 | +2.5% | |
| 21 | GARP | 0.71% | 33,633 | $3M | $82.55 | $734K | +1,704 | +5.3% | |
| 22 | SPMO | 0.66% | 15,817 | $3M | $161.54 | — | +15,817 | — | NEW |
| 23 | EWJ | 0.63% | 26,231 | $2M | $93.27 | $232K | — | — | |
| 24 | ICLO | 0.62% | 93,809 | $2M | $25.58 | $7K | — | — | |
| 25 | MDLZ | 0.60% | 40,315 | $2M | $57.84 | -$102K | -1,903 | -4.5% | |
| 26 | MSFT | 0.57% | 5,905 | $2M | $373.05 | $471K | +1,226 | +26.2% | |
| 27 | META | 0.55% | 3,763 | $2M | $563.25 | $256K | +507 | +15.6% | |
| 28 | QQQ | 0.48% | 2,530 | $2M | $736.50 | $383K | -35 | -1.4% | |
| 29 | OEF | 0.45% | 4,784 | $2M | $365.84 | $229K | — | — | |
| 30 | WES | 0.39% | 34,542 | $2M | $43.76 | $371K | +6,840 | +24.7% | |
| 31 | USB | 0.33% | 21,253 | $1M | $60.40 | $111K | -1,300 | -5.8% | |
| 32 | ASML | 0.31% | 607 | $1M | $1,989.44 | $406K | — | — | |
| 33 | EWC | 0.31% | 20,666 | $1M | $57.64 | $59K | — | — | |
| 34 | NFLX | 0.30% | 16,489 | $1M | $71.40 | $138K | +5,675 | +52.5% | |
| 35 | SITM | 0.30% | 1,562 | $1M | $745.56 | $928K | +876 | +127.7% | |
| 36 | HEFA | 0.30% | 24,812 | $1M | $46.92 | $110K | — | — | |
| 37 | EEM | 0.29% | 16,379 | $1M | $68.41 | $190K | — | — | |
| 38 | MRVL | 0.28% | 3,671 | $1M | $297.89 | — | +3,671 | — | NEW |
| 39 | BRUN | 0.27% | 26,878 | $1M | $38.81 | — | +26,878 | — | NEW |
| 40 | IAU | 0.26% | 13,365 | $1M | $75.51 | -$169K | — | — | |
| 41 | NVO | 0.26% | 20,828 | $998K | $47.94 | — | +20,828 | — | NEW |
| 42 | RSP | 0.25% | 4,639 | $987K | $212.79 | $97K | — | — | |
| 43 | RIG | 0.25% | 199,069 | $973K | $4.89 | -$166K | +27,195 | +15.8% | |
| 44 | IWM | 0.25% | 3,197 | $961K | $300.45 | $168K | — | — | |
| 45 | QDF | 0.23% | 9,967 | $896K | $89.92 | $108K | — | — | |
| 46 | VONG | 0.23% | 6,894 | $881K | $127.81 | $147K | +204 | +3.0% | |
| 47 | QDEF | 0.21% | 9,576 | $833K | $87.02 | $69K | — | — | |
| 48 | VYM | 0.20% | 4,798 | $758K | $158.03 | $48K | — | — | |
| 49 | RH | 0.19% | 4,569 | $753K | $164.73 | $114K | — | — | |
| 50 | GLAS | 0.19% | 56,211 | $731K | $13.00 | — | +56,211 | — | NEW |
| 51 | AVGO | 0.18% | 1,836 | $694K | $377.75 | $136K | +36 | +2.0% | |
| 52 | F | 0.17% | 47,978 | $667K | $13.90 | $113K | — | — | |
| 53 | TLT | 0.17% | 7,698 | $665K | $86.42 | -$2K | — | — | |
| 54 | NG | 0.16% | 103,420 | $617K | $5.97 | -$286K | +2,850 | +2.8% | |
| 55 | BRK-B | 0.16% | 1,212 | $606K | $500.39 | $26K | — | — | |
| 56 | LLY | 0.15% | 474 | $569K | $1,199.43 | $133K | — | — | |
| 57 | AMD | 0.14% | 936 | $544K | $580.91 | — | +936 | — | NEW |
| 58 | EWA | 0.14% | 19,067 | $537K | $28.16 | $8K | — | — | |
| 59 | SPYM | 0.14% | 6,040 | $531K | $87.88 | $217K | +1,942 | +47.4% | |
| 60 | XLV | 0.13% | 3,178 | $504K | $158.66 | $116K | +531 | +20.1% | |
| 61 | B | 0.13% | 13,240 | $486K | $36.73 | -$54K | — | — | |
| 62 | XMAG | 0.12% | 17,429 | $455K | $26.08 | $67K | — | — | |
| 63 | IWF | 0.11% | 3,329 | $413K | $124.19 | $58K | +2,497 | +300.1% | |
| 64 | MPLX | 0.10% | 7,024 | $396K | $56.33 | $136K | +2,478 | +54.5% | |
| 65 | V | 0.10% | 1,149 | $394K | $343.09 | $47K | — | — | |
| 66 | WDS | 0.10% | 19,481 | $376K | $19.32 | -$89K | — | — | |
| 67 | SDRL | 0.10% | 9,800 | $371K | $37.82 | -$75K | — | — | |
| 68 | CFR | 0.09% | 2,250 | $348K | $154.52 | $101K | +450 | +25.0% | |
| 69 | NEM | 0.08% | 3,485 | $325K | $93.40 | -$517K | -4,301 | -55.2% | |
| 70 | VGSH | 0.08% | 5,545 | $323K | $58.20 | $248 | +36 | +0.7% | |
| 71 | VGT | 0.08% | 2,664 | $318K | $119.52 | $86K | +2,331 | +700.0% | |
| 72 | UNH | 0.08% | 737 | $306K | $415.81 | — | +737 | — | NEW |
| 73 | DGRO | 0.08% | 3,934 | $298K | $75.79 | $22K | — | — | |
| 74 | IYW | 0.07% | 1,155 | $291K | $252.23 | — | +1,155 | — | NEW |
| 75 | XT | 0.07% | 3,445 | $285K | $82.63 | $50K | — | — | |
| 76 | NLY | 0.07% | 12,307 | $275K | $22.36 | $15K | — | — | |
| 77 | SBUX | 0.07% | 2,556 | $261K | $102.19 | $32K | — | — | |
| 78 | DVY | 0.06% | 1,600 | $250K | $156.30 | -$29K | -240 | -13.0% | |
| 79 | GLD | 0.06% | 673 | $248K | $368.38 | -$42K | — | — | |
| 80 | APP | 0.06% | 472 | $243K | $515.23 | — | +472 | — | NEW |
| 81 | JPM | 0.06% | 692 | $227K | $327.40 | $23K | — | — | |
| 82 | ALB | 0.06% | 1,669 | $225K | $135.03 | -$74K | — | — | |
| 83 | GLBE | 0.06% | 6,401 | $222K | $34.73 | — | +6,401 | — | NEW |
| 84 | IGV | 0.06% | 2,443 | $221K | $90.60 | — | +2,443 | — | NEW |
| 85 | CVX | 0.06% | 1,313 | $218K | $165.76 | -$76K | -108 | -7.6% | |
| 86 | IWY | 0.05% | 722 | $210K | $290.62 | — | +722 | — | NEW |
| 87 | CPRI | 0.05% | 11,129 | $207K | $18.57 | $11K | — | — | |
| 88 | LRCX | 0.05% | 470 | $204K | $433.33 | — | +470 | — | NEW |
| 89 | VIGI | 0.05% | 2,168 | $202K | $93.38 | — | +2,168 | — | NEW |
| 90 | MSOS | 0.04% | 34,359 | $175K | $5.08 | $53K | — | — | |
| 91 | CRON | 0.03% | 37,935 | $105K | $2.78 | $10K | — | — | |
| 92 | TWLO | —% | — | — | — | -$410K | -3,260 | -100.0% | SOLD |
| 93 | T | —% | — | — | — | -$254K | -8,777 | -100.0% | SOLD |
| 94 | MU | —% | — | — | — | -$289K | -855 | -100.0% | SOLD |
| 95 | POET | —% | — | — | — | -$395K | -66,555 | -100.0% | SOLD |
| 96 | VAL | —% | — | — | — | -$259K | -2,644 | -100.0% | SOLD |
| 97 | OXY | —% | — | — | — | -$250K | -3,848 | -100.0% | SOLD |
| 98 | WYFI | —% | — | — | — | -$482K | -40,444 | -100.0% | SOLD |
| 99 | EWZ | —% | — | — | — | -$557K | -14,519 | -100.0% | SOLD |
| 100 | EGO | —% | — | — | — | -$257K | -7,500 | -100.0% | SOLD |