Asset Manager
← All Institutions
Cedar Wealth Management, LLC
Market Value
$295M
+5.5%
Holdings
233
+35
New Purchases
44
Added To
43
Closed
6
Reduced
23
Top 10 Concentration
75.2%
Turnover
21.5%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VTI | 20.75% | 19.79% | +0.96% | $61M |
| XLG | 8.44% | 7.68% | +0.76% | $25M |
| ESGV | 7.54% | 7.10% | +0.43% | $22M |
| IWV | 2.15% | 1.76% | +0.39% | $6M |
| IDHQ | 8.76% | 8.38% | +0.38% | $26M |
| GOOGL | 0.97% | 0.66% | +0.30% | $3M |
| NVDA | 0.78% | 0.55% | +0.23% | $2M |
| IWM | 0.31% | 0.09% | +0.22% | $902K |
| ICLO | 0.60% | 0.43% | +0.17% | $2M |
| NG | 0.37% | 0.21% | +0.16% | $1M |
| EWZ | 0.14% | 0.00% | +0.14% | $419K |
| MSFT | 0.72% | 0.58% | +0.14% | $2M |
| HIMS | 0.13% | 0.00% | +0.13% | $371K |
| VOO | 1.59% | 1.47% | +0.12% | $5M |
| DFAC | 3.68% | 3.57% | +0.11% | $11M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| PM | 4.86% | 7.56% | -2.70% | $14M |
| SCHD | 11.56% | 12.68% | -1.12% | $34M |
| NEM | 0.10% | 0.53% | -0.43% | $297K |
| MO | 1.89% | 2.14% | -0.25% | $6M |
| BABA | 0.00% | 0.22% | -0.22% | $6K |
| TQQQ | 0.00% | 0.20% | -0.20% | $0 |
| ADBE | 0.10% | 0.22% | -0.12% | $280K |
| GO | 0.00% | 0.10% | -0.10% | $0 |
| YNDX | 0.00% | 0.08% | -0.08% | $0 |
| GUNR | 0.15% | 0.23% | -0.08% | $442K |
| JNJ | 0.00% | 0.08% | -0.08% | $11K |
| PRGO | 0.15% | 0.22% | -0.07% | $440K |
| MDLZ | 1.13% | 1.20% | -0.07% | $3M |
| GLD | 0.08% | 0.15% | -0.06% | $248K |
| PLD | 0.02% | 0.07% | -0.06% | $54K |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 53 | $99M | 33.6% |
| Large Cap | 125 | $136M | 46.2% |
| Mid Cap | 31 | $24M | 8.0% |
| Small Cap | 18 | $35M | 11.7% |
| Micro Cap | 6 | $1M | 0.4% |
Portfolio Analytics
Avg Market Cap
$263.6B
Median Market Cap
$52.7B
Avg P/E
33.8
Median P/E
24.3
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
162
# ETFs / Funds
71
Top Holdings (233 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | 20.75% | 201,071 | $61M | $303.93 | $6M | — | — | |
| 2 | SCHD | 11.56% | 1,285,407 | $34M | $26.50 | -$1M | +18,876 | +1.5% | |
| 3 | IDHQ | 8.76% | 782,599 | $26M | $32.98 | $2M | +579 | +0.1% | |
| 4 | XLG | 8.44% | 477,174 | $25M | $52.10 | $3M | +10,869 | +2.3% | |
| 5 | ESGV | 7.54% | 202,551 | $22M | $109.64 | $2M | — | — | |
| 6 | SPGP | 5.21% | 142,405 | $15M | $107.70 | $952K | -1,623 | -1.1% | |
| 7 | PM | 4.86% | 78,516 | $14M | $182.13 | -$7M | -54,463 | -41.0% | |
| 8 | DFAC | 3.68% | 302,298 | $11M | $35.84 | $862K | — | — | |
| 9 | SPHQ | 2.29% | 94,502 | $7M | $71.26 | $428K | -562 | -0.6% | |
| 10 | IWV | 2.15% | 18,025 | $6M | $351.00 | $1M | +2,591 | +16.8% | |
| 11 | MO | 1.89% | 94,920 | $6M | $58.63 | -$403K | -4,522 | -4.5% | |
| 12 | VGK | 1.75% | 66,595 | $5M | $77.50 | $486K | +1 | — | |
| 13 | VOO | 1.59% | 8,268 | $5M | $568.01 | $580K | +258 | +3.2% | |
| 14 | AMZN | 1.14% | 15,327 | $3M | $219.39 | $456K | +48 | +0.3% | |
| 15 | MDLZ | 1.13% | 49,293 | $3M | $67.44 | -$20K | — | — | |
| 16 | GOOGL | 0.97% | 16,183 | $3M | $176.23 | $997K | +4,187 | +34.9% | |
| 17 | CLOZ | 0.86% | 94,596 | $3M | $26.74 | $169K | +5,738 | +6.5% | |
| 18 | NVDA | 0.78% | 14,472 | $2M | $157.99 | $760K | +391 | +2.8% | |
| 19 | MSFT | 0.72% | 4,259 | $2M | $497.46 | $505K | -38 | -0.9% | |
| 20 | EWJ | 0.67% | 26,231 | $2M | $74.97 | $168K | — | — | |
| 21 | ICLO | 0.60% | 69,152 | $2M | $25.56 | $565K | +21,989 | +46.6% | |
| 22 | AAPL | 0.54% | 7,760 | $2M | $205.18 | $8K | +630 | +8.8% | |
| 23 | USB | 0.50% | 32,517 | $1M | $45.25 | $102K | +77 | +0.2% | |
| 24 | OEF | 0.49% | 4,784 | $1M | $304.32 | $160K | — | — | |
| 25 | QQQ | 0.49% | 2,616 | $1M | $551.71 | $240K | +50 | +1.9% | |
| 26 | HYGV | 0.43% | 30,724 | $1M | $41.03 | $20K | +11 | +0.0% | |
| 27 | META | 0.40% | 1,580 | $1M | $738.09 | $262K | +11 | +0.7% | |
| 28 | EUDG | 0.37% | 31,134 | $1M | $34.79 | $69K | — | — | |
| 29 | NG | 0.37% | 263,439 | $1M | $4.09 | $500K | +65,573 | +33.1% | |
| 30 | EWC | 0.32% | 20,666 | $955K | $46.20 | $113K | — | — | |
| 31 | HEFA | 0.32% | 24,812 | $942K | $37.96 | $41K | — | — | |
| 32 | IWM | 0.31% | 4,178 | $902K | $215.79 | $656K | +2,946 | +239.1% | |
| 33 | RSP | 0.29% | 4,624 | $840K | $181.76 | $137K | +562 | +13.8% | |
| 34 | IAU | 0.28% | 13,365 | $833K | $62.36 | $50K | +78 | +0.6% | |
| 35 | EEM | 0.27% | 16,379 | $790K | $48.24 | $74K | — | — | |
| 36 | AVGO | 0.26% | 2,820 | $777K | $275.65 | $305K | — | — | |
| 37 | QDF | 0.25% | 9,967 | $729K | $73.18 | $48K | — | — | |
| 38 | QDEF | 0.24% | 9,576 | $709K | $74.05 | $40K | — | — | |
| 39 | VYM | 0.22% | 4,798 | $640K | $133.31 | $21K | — | — | |
| 40 | BRK-B | 0.20% | 1,212 | $589K | $485.77 | -$41K | +29 | +2.5% | |
| 41 | ASML | 0.19% | 715 | $573K | $801.39 | $99K | — | — | |
| 42 | GLBE | 0.18% | 16,006 | $537K | $33.54 | -$34K | — | — | |
| 43 | F-PD | 0.18% | 47,978 | $521K | $10.85 | $39K | — | — | |
| 44 | EWA | 0.17% | 19,067 | $502K | $26.32 | $55K | — | — | |
| 45 | RIG | 0.17% | 190,028 | $492K | $2.59 | $97K | +65,486 | +52.6% | |
| 46 | AMPL | 0.16% | 37,415 | $464K | $12.40 | $83K | — | — | |
| 47 | RH | 0.16% | 2,422 | $458K | $189.01 | $171K | +1,200 | +98.2% | |
| 48 | VGSH | 0.15% | 7,629 | $448K | $58.78 | $4K | +48 | +0.6% | |
| 49 | OXY | 0.15% | 10,576 | $444K | $42.01 | -$78K | — | — | |
| 50 | GUNR | 0.15% | 11,009 | $442K | $40.11 | -$199K | -5,504 | -33.3% | |
| 51 | PRGO | 0.15% | 16,470 | $440K | $26.72 | -$176K | -5,496 | -25.0% | |
| 52 | EWZ | 0.14% | 14,519 | $419K | $28.85 | — | +14,519 | — | NEW |
| 53 | TWLO | 0.14% | 3,327 | $414K | $124.36 | $88K | — | — | |
| 54 | WDS | 0.14% | 25,923 | $400K | $15.43 | $24K | — | — | |
| 55 | V | 0.13% | 1,061 | $377K | $355.05 | $5K | — | — | |
| 56 | HIMS | 0.13% | 7,446 | $371K | $49.85 | — | +7,446 | — | NEW |
| 57 | XLV | 0.12% | 2,647 | $357K | $134.79 | -$30K | — | — | |
| 58 | IWF | 0.12% | 832 | $353K | $424.79 | $53K | — | — | |
| 59 | T | 0.12% | 11,895 | $344K | $28.94 | $8K | — | — | |
| 60 | NEM | 0.10% | 5,098 | $297K | $58.26 | -$1M | -25,589 | -83.4% | |
| 61 | ARDC | 0.10% | 20,166 | $287K | $14.22 | -$68K | -4,961 | -19.7% | |
| 62 | CVX | 0.10% | 1,973 | $283K | $143.21 | -$43K | +28 | +1.4% | |
| 63 | TLT | 0.10% | 3,193 | $282K | $88.25 | $15K | +267 | +9.1% | |
| 64 | ADBE | 0.10% | 724 | $280K | $386.88 | -$324K | -851 | -54.0% | |
| 65 | B | 0.09% | 13,240 | $276K | $20.82 | — | +13,240 | — | NEW |
| 66 | DVY | 0.09% | 1,944 | $258K | $132.81 | -$3K | — | — | |
| 67 | EGO | 0.09% | 12,600 | $256K | $20.34 | -$46K | -5,400 | -30.0% | |
| 68 | NOW | 0.09% | 249 | $256K | $1,028.08 | $58K | — | — | |
| 69 | DGRO | 0.09% | 3,934 | $252K | $63.94 | $8K | — | — | |
| 70 | CPRI | 0.08% | 14,092 | $249K | $17.70 | -$29K | — | — | |
| 71 | GLD | 0.08% | 815 | $248K | $304.83 | -$166K | -622 | -43.3% | |
| 72 | SBUX | 0.08% | 2,556 | $234K | $91.63 | -$17K | — | — | |
| 73 | XT | 0.08% | 3,445 | $225K | $65.25 | $26K | — | — | |
| 74 | STKL | 0.08% | 38,604 | $224K | $5.80 | $36K | — | — | |
| 75 | VAL | 0.08% | 5,291 | $223K | $42.11 | — | +5,291 | — | NEW |
| 76 | VGT | 0.07% | 333 | $221K | $663.28 | $40K | — | — | |
| 77 | LDUR | 0.07% | 2,270 | $218K | $95.81 | -$10K | -100 | -4.2% | |
| 78 | NE | 0.07% | 8,035 | $213K | $26.55 | — | +8,035 | — | NEW |
| 79 | LLY | 0.07% | 266 | $207K | $779.53 | -$7K | +7 | +2.7% | |
| 80 | VIGI | 0.07% | 2,168 | $195K | $90.12 | $11K | -60 | -2.7% | |
| 81 | HTGC | 0.06% | 9,759 | $178K | $18.28 | -$9K | — | — | |
| 82 | OSTK | 0.06% | 25,612 | $176K | $6.88 | $28K | — | — | |
| 83 | APA | 0.05% | 8,724 | $160K | $18.29 | -$8K | +761 | +9.6% | |
| 84 | COST | 0.05% | 155 | $154K | $992.39 | $19K | +13 | +9.2% | |
| 85 | SPY | 0.05% | 227 | $140K | $617.85 | $13K | — | — | |
| 86 | DFAX | 0.05% | 4,709 | $138K | $29.37 | $15K | — | — | |
| 87 | PFE | 0.05% | 5,600 | $136K | $24.24 | -$4K | +81 | +1.5% | |
| 88 | ACWI | 0.04% | 965 | $124K | $128.60 | $12K | — | — | |
| 89 | MPLX | 0.04% | 2,300 | $118K | $51.51 | — | +2,300 | — | NEW |
| 90 | NKE | 0.04% | 1,567 | $111K | $71.05 | $12K | — | — | |
| 91 | MU | 0.04% | 855 | $105K | $123.25 | $99K | +786 | +1139.1% | |
| 92 | MRK | 0.04% | 1,318 | $104K | $79.18 | -$9K | +54 | +4.3% | |
| 93 | ARCC | 0.03% | 4,302 | $94K | $21.96 | -$860 | — | — | |
| 94 | AMD | 0.03% | 656 | $93K | $141.90 | $46K | +200 | +43.9% | |
| 95 | MSOS | 0.03% | 36,632 | $88K | $2.41 | -$7K | — | — | |
| 96 | VWO | 0.03% | 1,780 | $88K | $49.46 | $7K | — | — | |
| 97 | HD | 0.03% | 226 | $83K | $366.93 | $34 | — | — | |
| 98 | WMT | 0.03% | 824 | $81K | $97.78 | $21K | +146 | +21.5% | |
| 99 | SPHD | 0.03% | 1,610 | $77K | $47.56 | -$4K | — | — | |
| 100 | CRON | 0.02% | 37,935 | $72K | $1.91 | $4K | — | — |