Asset Manager
← All Institutions
Cedar Wealth Management, LLC
Market Value
$326M
+10.5%
Holdings
247
+15
New Purchases
22
Added To
37
Closed
9
Reduced
47
Top 10 Concentration
74.4%
Turnover
12.6%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| XLG | 9.56% | 8.43% | +1.13% | $31M |
| VOO | 2.46% | 1.59% | +0.87% | $8M |
| SCHD | 12.11% | 11.55% | +0.56% | $39M |
| AAPL | 0.79% | 0.54% | +0.25% | $3M |
| GOOGL | 1.19% | 0.97% | +0.22% | $4M |
| SITM | 0.22% | 0.00% | +0.22% | $716K |
| GARP | 0.20% | 0.00% | +0.20% | $644K |
| FCX | 0.13% | 0.00% | +0.13% | $408K |
| SGOV | 0.11% | 0.00% | +0.11% | $366K |
| NG | 0.48% | 0.37% | +0.11% | $2M |
| VRT | 0.08% | 0.00% | +0.08% | $275K |
| NEM | 0.15% | 0.10% | +0.05% | $488K |
| BITO | 0.04% | 0.00% | +0.04% | $135K |
| B | 0.13% | 0.09% | +0.04% | $434K |
| NVDA | 0.81% | 0.78% | +0.04% | $3M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| PM | 3.72% | 4.85% | -1.12% | $12M |
| VTI | 20.24% | 20.72% | -0.47% | $66M |
| SPGP | 4.76% | 5.20% | -0.43% | $16M |
| IDHQ | 8.40% | 8.75% | -0.35% | $27M |
| MDLZ | 0.94% | 1.13% | -0.18% | $3M |
| ESGV | 7.36% | 7.53% | -0.17% | $24M |
| VGK | 1.63% | 1.75% | -0.12% | $5M |
| AMZN | 1.04% | 1.14% | -0.10% | $3M |
| DFAC | 3.58% | 3.67% | -0.10% | $12M |
| SPHQ | 2.19% | 2.28% | -0.09% | $7M |
| HYGV | 0.34% | 0.43% | -0.09% | $1M |
| IWV | 2.06% | 2.14% | -0.08% | $7M |
| AVGO | 0.18% | 0.26% | -0.08% | $594K |
| MO | 1.81% | 1.89% | -0.08% | $6M |
| GUNR | 0.07% | 0.15% | -0.08% | $241K |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 51 | $108M | 33.1% |
| Large Cap | 133 | $155M | 47.5% |
| Mid Cap | 38 | $25M | 7.8% |
| Small Cap | 19 | $37M | 11.2% |
| Micro Cap | 6 | $1M | 0.5% |
Portfolio Analytics
Avg Market Cap
$265.3B
Median Market Cap
$48.3B
Avg P/E
31.6
Median P/E
21.2
Avg Dividend Yield
0.02%
Avg Beta
1.05
# Stocks
171
# ETFs / Funds
76
Top Holdings (247 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | 20.24% | 201,071 | $66M | $328.17 | $5M | — | — | |
| 2 | SCHD | 12.11% | 1,445,656 | $39M | $27.30 | $5M | +160,249 | +12.5% | |
| 3 | XLG | 9.56% | 541,680 | $31M | $57.52 | $6M | +64,506 | +13.5% | |
| 4 | IDHQ | 8.40% | 813,645 | $27M | $33.65 | $2M | +31,046 | +4.0% | |
| 5 | ESGV | 7.36% | 202,551 | $24M | $118.44 | $2M | — | — | |
| 6 | SPGP | 4.76% | 136,678 | $16M | $113.62 | $192K | -5,727 | -4.0% | |
| 7 | PM | 3.72% | 74,851 | $12M | $162.20 | -$2M | -3,665 | -4.7% | |
| 8 | DFAC | 3.58% | 302,298 | $12M | $38.57 | $825K | — | — | |
| 9 | VOO | 2.46% | 13,105 | $8M | $612.37 | $3M | +4,837 | +58.5% | |
| 10 | SPHQ | 2.19% | 97,336 | $7M | $73.29 | $400K | +2,834 | +3.0% | |
| 11 | IWV | 2.06% | 17,725 | $7M | $378.94 | $390K | -300 | -1.7% | |
| 12 | MO | 1.81% | 89,333 | $6M | $66.06 | $336K | -5,587 | -5.9% | |
| 13 | VGK | 1.63% | 66,595 | $5M | $79.80 | $153K | — | — | |
| 14 | GOOGL | 1.19% | 15,959 | $4M | $243.10 | $1M | -224 | -1.4% | |
| 15 | AMZN | 1.04% | 15,374 | $3M | $219.57 | $13K | +47 | +0.3% | |
| 16 | MDLZ | 0.94% | 49,155 | $3M | $62.47 | -$254K | -138 | -0.3% | |
| 17 | CLOZ | 0.83% | 100,477 | $3M | $26.82 | $165K | +5,881 | +6.2% | |
| 18 | NVDA | 0.81% | 14,172 | $3M | $186.58 | $358K | -300 | -2.1% | |
| 19 | AAPL | 0.79% | 10,107 | $3M | $254.64 | $981K | +2,347 | +30.2% | |
| 20 | MSFT | 0.67% | 4,246 | $2M | $518.00 | $81K | -13 | -0.3% | |
| 21 | EWJ | 0.65% | 26,231 | $2M | $80.21 | $137K | — | — | |
| 22 | ICLO | 0.60% | 76,714 | $2M | $25.61 | $197K | +7,562 | +10.9% | |
| 23 | OEF | 0.49% | 4,784 | $2M | $332.81 | $136K | — | — | |
| 24 | NG | 0.48% | 176,503 | $2M | $8.80 | $476K | -86,936 | -33.0% | |
| 25 | QQQ | 0.47% | 2,576 | $2M | $600.45 | $103K | -40 | -1.5% | |
| 26 | USB | 0.47% | 31,918 | $2M | $48.33 | $71K | -599 | -1.8% | |
| 27 | META | 0.37% | 1,663 | $1M | $734.40 | $55K | +83 | +5.2% | |
| 28 | HYGV | 0.34% | 26,712 | $1M | $41.20 | -$160K | -4,012 | -13.1% | |
| 29 | EUDG | 0.34% | 31,134 | $1M | $35.21 | $13K | — | — | |
| 30 | EWC | 0.32% | 20,666 | $1M | $50.55 | $90K | — | — | |
| 31 | HEFA | 0.30% | 24,812 | $983K | $39.61 | $41K | — | — | |
| 32 | IWM | 0.30% | 4,047 | $979K | $241.96 | $78K | -131 | -3.1% | |
| 33 | IAU | 0.30% | 13,365 | $973K | $72.77 | $139K | — | — | |
| 34 | RSP | 0.27% | 4,639 | $880K | $189.72 | $40K | +15 | +0.3% | |
| 35 | EEM | 0.27% | 16,379 | $875K | $53.40 | $85K | — | — | |
| 36 | QDF | 0.24% | 9,967 | $791K | $79.40 | $62K | — | — | |
| 37 | QDEF | 0.23% | 9,576 | $766K | $79.99 | $57K | — | — | |
| 38 | SITM | 0.22% | 2,377 | $716K | $301.31 | — | +2,377 | — | NEW |
| 39 | ASML | 0.21% | 715 | $692K | $968.09 | $119K | — | — | |
| 40 | VYM | 0.21% | 4,798 | $676K | $140.95 | $37K | — | — | |
| 41 | GARP | 0.20% | 9,805 | $644K | $65.64 | — | +9,805 | — | NEW |
| 42 | BRK-B | 0.19% | 1,212 | $609K | $502.74 | $21K | — | — | |
| 43 | AVGO | 0.18% | 1,800 | $594K | $329.91 | -$183K | -1,020 | -36.2% | |
| 44 | RIG | 0.18% | 190,028 | $593K | $3.12 | $101K | — | — | |
| 45 | F | 0.18% | 47,978 | $574K | $11.96 | $53K | — | — | |
| 46 | GLBE | 0.18% | 16,006 | $572K | $35.76 | $36K | — | — | |
| 47 | RH | 0.16% | 2,575 | $523K | $203.16 | $65K | +153 | +6.3% | |
| 48 | EWA | 0.16% | 19,067 | $515K | $27.00 | $13K | — | — | |
| 49 | OXY | 0.15% | 10,574 | $500K | $47.25 | $55K | -2 | -0.0% | |
| 50 | NEM | 0.15% | 5,786 | $488K | $84.31 | $191K | +688 | +13.5% | |
| 51 | SDRL | 0.14% | 15,380 | $465K | $30.21 | $61K | — | — | |
| 52 | VGSH | 0.14% | 7,676 | $452K | $58.85 | $3K | +47 | +0.6% | |
| 53 | EWZ | 0.14% | 14,519 | $450K | $31.00 | $31K | — | — | |
| 54 | B | 0.13% | 13,240 | $434K | $32.77 | $158K | — | — | |
| 55 | HIMS | 0.13% | 7,446 | $422K | $56.72 | $51K | — | — | |
| 56 | FCX | 0.13% | 10,405 | $408K | $39.22 | — | +10,405 | — | NEW |
| 57 | AMPL | 0.12% | 37,415 | $401K | $10.72 | -$63K | — | — | |
| 58 | V | 0.12% | 1,149 | $392K | $341.38 | $16K | +88 | +8.3% | |
| 59 | WDS | 0.12% | 25,923 | $390K | $15.05 | -$10K | — | — | |
| 60 | IWF | 0.12% | 832 | $390K | $468.64 | $36K | — | — | |
| 61 | XLV | 0.11% | 2,647 | $368K | $139.17 | $12K | — | — | |
| 62 | 0Y5E.L | 0.11% | 16,470 | $367K | $22.27 | -$73K | — | — | |
| 63 | SGOV | 0.11% | 3,632 | $366K | $100.70 | — | +3,632 | — | NEW |
| 64 | T | 0.10% | 11,895 | $336K | $28.24 | -$8K | — | — | |
| 65 | TWLO | 0.10% | 3,327 | $333K | $100.09 | -$81K | — | — | |
| 66 | CVX | 0.10% | 2,103 | $327K | $155.31 | $44K | +130 | +6.6% | |
| 67 | NLY | 0.09% | 14,715 | $297K | $20.21 | $20K | — | — | |
| 68 | ARDC | 0.09% | 20,927 | $294K | $14.07 | $8K | +761 | +3.8% | |
| 69 | GLD | 0.09% | 815 | $290K | $355.47 | $41K | — | — | |
| 70 | TLT | 0.09% | 3,195 | $286K | $89.37 | $4K | +2 | +0.1% | |
| 71 | CPRI | 0.09% | 14,092 | $281K | $19.92 | $31K | — | — | |
| 72 | VRT | 0.08% | 1,826 | $275K | $150.86 | — | +1,826 | — | NEW |
| 73 | DGRO | 0.08% | 3,934 | $268K | $68.08 | $16K | — | — | |
| 74 | DVY | 0.08% | 1,840 | $261K | $142.10 | $3K | -104 | -5.3% | |
| 75 | VAL | 0.08% | 5,291 | $258K | $48.77 | $35K | — | — | |
| 76 | OSTK | 0.08% | 25,612 | $251K | $9.79 | $75K | — | — | |
| 77 | VGT | 0.08% | 333 | $249K | $746.63 | $28K | — | — | |
| 78 | XT | 0.08% | 3,445 | $248K | $71.94 | $23K | — | — | |
| 79 | GUNR | 0.07% | 5,505 | $241K | $43.78 | -$201K | -5,504 | -50.0% | |
| 80 | EGO | 0.07% | 8,100 | $234K | $28.89 | -$22K | -4,500 | -35.7% | |
| 81 | ADBE | 0.07% | 658 | $232K | $352.75 | -$48K | -66 | -9.1% | |
| 82 | NOW | 0.07% | 249 | $229K | $920.28 | -$27K | — | — | |
| 83 | STKL | 0.07% | 38,604 | $226K | $5.86 | $2K | — | — | |
| 84 | SBUX | 0.07% | 2,556 | $216K | $84.60 | -$18K | — | — | |
| 85 | LDUR | 0.06% | 2,168 | $208K | $96.13 | -$9K | -102 | -4.5% | |
| 86 | LLY | 0.06% | 263 | $201K | $763.00 | -$7K | -3 | -1.1% | |
| 87 | VIGI | 0.06% | 2,168 | $194K | $89.57 | -$1K | — | — | |
| 88 | MSOS | 0.05% | 36,632 | $175K | $4.79 | $87K | — | — | |
| 89 | HTGC | 0.05% | 8,959 | $169K | $18.91 | -$9K | -800 | -8.2% | |
| 90 | SPY | 0.05% | 227 | $151K | $666.18 | $11K | — | — | |
| 91 | DFAX | 0.05% | 4,709 | $148K | $31.38 | $9K | — | — | |
| 92 | AMD | 0.04% | 902 | $146K | $161.79 | $53K | +246 | +37.5% | |
| 93 | COST | 0.04% | 155 | $144K | $928.02 | -$10K | — | — | |
| 94 | MU | 0.04% | 855 | $143K | $167.32 | $38K | — | — | |
| 95 | MPLX | 0.04% | 2,843 | $142K | $49.95 | $24K | +543 | +23.6% | |
| 96 | BITO | 0.04% | 6,845 | $135K | $19.68 | — | +6,845 | — | NEW |
| 97 | ACWI | 0.04% | 965 | $133K | $138.24 | $9K | — | — | |
| 98 | PFE | 0.04% | 4,919 | $125K | $25.48 | -$10K | -681 | -12.2% | |
| 99 | MSTR | 0.03% | 345 | $111K | $322.21 | — | +345 | — | NEW |
| 100 | CRON | 0.03% | 37,935 | $105K | $2.78 | $33K | — | — |