Asset Manager
← All Institutions
Cedar Wealth Management, LLC
Market Value
$334M
+2.5%
Holdings
249
+2
New Purchases
11
Added To
28
Closed
20
Reduced
43
Top 10 Concentration
74.3%
Turnover
12.4%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| XLG | 10.07% | 9.56% | +0.51% | $34M |
| VOO | 2.79% | 2.46% | +0.33% | $9M |
| GOOGL | 1.50% | 1.19% | +0.30% | $5M |
| GARP | 0.50% | 0.20% | +0.30% | $2M |
| IDHQ | 8.63% | 8.40% | +0.23% | $29M |
| VONG | 0.22% | 0.00% | +0.22% | $744K |
| POET | 0.13% | 0.00% | +0.13% | $421K |
| ONTO | 0.11% | 0.00% | +0.11% | $359K |
| AAPL | 0.88% | 0.79% | +0.09% | $3M |
| LLY | 0.15% | 0.06% | +0.09% | $509K |
| NEM | 0.23% | 0.15% | +0.08% | $777K |
| SITM | 0.29% | 0.22% | +0.07% | $971K |
| IWV | 2.13% | 2.06% | +0.07% | $7M |
| CFR | 0.07% | 0.00% | +0.07% | $228K |
| SPYM | 0.07% | 0.01% | +0.07% | $243K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SPGP | 4.33% | 4.76% | -0.44% | $14M |
| PM | 3.36% | 3.72% | -0.36% | $11M |
| MO | 1.46% | 1.81% | -0.35% | $5M |
| MDLZ | 0.68% | 0.94% | -0.26% | $2M |
| SCHD | 11.87% | 12.11% | -0.24% | $40M |
| NG | 0.28% | 0.48% | -0.20% | $932K |
| 0Y5E.L | 0.00% | 0.11% | -0.11% | $0 |
| OXY | 0.05% | 0.15% | -0.11% | $158K |
| HIMS | 0.03% | 0.13% | -0.10% | $97K |
| AMPL | 0.05% | 0.12% | -0.08% | $153K |
| ARDC | 0.02% | 0.09% | -0.07% | $54K |
| GUNR | 0.00% | 0.07% | -0.07% | $0 |
| OSTK | 0.01% | 0.08% | -0.07% | $21K |
| VTI | 20.18% | 20.24% | -0.07% | $67M |
| VRT | 0.02% | 0.08% | -0.07% | $59K |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 51 | $112M | 33.6% |
| Large Cap | 132 | $159M | 47.6% |
| Mid Cap | 37 | $25M | 7.3% |
| Small Cap | 21 | $37M | 11.1% |
| Micro Cap | 8 | $1M | 0.4% |
Portfolio Analytics
Avg Market Cap
$262.7B
Median Market Cap
$47.9B
Avg P/E
32.3
Median P/E
21.3
Avg Dividend Yield
0.02%
Avg Beta
1.05
# Stocks
169
# ETFs / Funds
80
Top Holdings (249 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | 20.18% | 201,060 | $67M | $335.27 | $1M | -11 | -0.0% | |
| 2 | SCHD | 11.87% | 1,445,198 | $40M | $27.43 | $175K | -458 | -0.0% | |
| 3 | XLG | 10.07% | 567,653 | $34M | $59.28 | $2M | +25,973 | +4.8% | |
| 4 | IDHQ | 8.63% | 820,382 | $29M | $35.15 | $1M | +6,737 | +0.8% | |
| 5 | ESGV | 7.33% | 202,365 | $24M | $120.96 | $488K | -186 | -0.1% | |
| 6 | SPGP | 4.33% | 126,998 | $14M | $113.86 | -$1M | -9,680 | -7.1% | |
| 7 | DFAC | 3.58% | 302,298 | $12M | $39.59 | $308K | — | — | |
| 8 | PM | 3.36% | 70,027 | $11M | $160.40 | -$909K | -4,824 | -6.4% | |
| 9 | VOO | 2.79% | 14,852 | $9M | $627.12 | $1M | +1,747 | +13.3% | |
| 10 | SPHQ | 2.18% | 97,136 | $7M | $75.05 | $156K | -200 | -0.2% | |
| 11 | IWV | 2.13% | 18,390 | $7M | $386.85 | $397K | +665 | +3.8% | |
| 12 | VGK | 1.67% | 66,596 | $6M | $83.61 | $254K | +1 | — | |
| 13 | GOOGL | 1.50% | 15,959 | $5M | $313.01 | $1M | — | — | |
| 14 | MO | 1.46% | 84,786 | $5M | $57.66 | -$1M | -4,547 | -5.1% | |
| 15 | AMZN | 1.07% | 15,418 | $4M | $230.82 | $183K | +44 | +0.3% | |
| 16 | AAPL | 0.88% | 10,857 | $3M | $271.87 | $378K | +750 | +7.4% | |
| 17 | NVDA | 0.79% | 14,172 | $3M | $186.50 | -$1K | — | — | |
| 18 | CLOZ | 0.77% | 96,781 | $3M | $26.48 | -$132K | -3,696 | -3.7% | |
| 19 | MDLZ | 0.68% | 42,218 | $2M | $53.83 | -$798K | -6,937 | -14.1% | |
| 20 | MSFT | 0.66% | 4,540 | $2M | $483.66 | -$4K | +294 | +6.9% | |
| 21 | EWJ | 0.63% | 26,231 | $2M | $80.74 | $14K | — | — | |
| 22 | ICLO | 0.57% | 74,214 | $2M | $25.55 | -$68K | -2,500 | -3.3% | |
| 23 | GARP | 0.50% | 24,408 | $2M | $68.10 | $1M | +14,603 | +148.9% | |
| 24 | OEF | 0.49% | 4,784 | $2M | $342.94 | $48K | — | — | |
| 25 | QQQ | 0.47% | 2,565 | $2M | $614.39 | $29K | -11 | -0.4% | |
| 26 | USB | 0.46% | 28,554 | $2M | $53.36 | -$19K | -3,364 | -10.5% | |
| 27 | META | 0.42% | 2,126 | $1M | $660.14 | $182K | +463 | +27.8% | |
| 28 | EUDG | 0.35% | 31,134 | $1M | $37.53 | $72K | — | — | |
| 29 | EWC | 0.33% | 20,666 | $1M | $53.93 | $70K | — | — | |
| 30 | IAU | 0.32% | 13,365 | $1M | $81.17 | $112K | — | — | |
| 31 | HYGV | 0.32% | 26,132 | $1M | $40.74 | -$36K | -580 | -2.2% | |
| 32 | HEFA | 0.31% | 24,812 | $1M | $41.36 | $43K | — | — | |
| 33 | IWM | 0.30% | 4,047 | $996K | $246.16 | $17K | — | — | |
| 34 | SITM | 0.29% | 2,749 | $971K | $353.19 | $255K | +372 | +15.7% | |
| 35 | NG | 0.28% | 99,966 | $932K | $9.32 | -$622K | -76,537 | -43.4% | |
| 36 | EEM | 0.27% | 16,379 | $896K | $54.71 | $21K | — | — | |
| 37 | RSP | 0.27% | 4,639 | $889K | $191.58 | $9K | — | — | |
| 38 | QDF | 0.24% | 9,967 | $805K | $80.81 | $14K | — | — | |
| 39 | RIG | 0.23% | 190,028 | $785K | $4.13 | $192K | — | — | |
| 40 | NEM | 0.23% | 7,786 | $777K | $99.85 | $290K | +2,000 | +34.6% | |
| 41 | QDEF | 0.23% | 9,576 | $775K | $80.96 | $9K | — | — | |
| 42 | VONG | 0.22% | 6,109 | $744K | $121.75 | — | +6,109 | — | NEW |
| 43 | VYM | 0.21% | 4,798 | $689K | $143.52 | $12K | — | — | |
| 44 | ASML | 0.19% | 607 | $649K | $1,069.86 | -$43K | -108 | -15.1% | |
| 45 | F | 0.19% | 47,978 | $629K | $13.12 | $56K | — | — | |
| 46 | GLBE | 0.19% | 16,006 | $629K | $39.31 | $57K | — | — | |
| 47 | AVGO | 0.19% | 1,800 | $623K | $346.10 | $29K | — | — | |
| 48 | BRK-B | 0.18% | 1,212 | $609K | $502.65 | -$109 | — | — | |
| 49 | B | 0.17% | 13,240 | $577K | $43.55 | $143K | — | — | |
| 50 | SDRL | 0.16% | 15,380 | $532K | $34.60 | $68K | — | — | |
| 51 | FCX | 0.16% | 10,405 | $528K | $50.79 | $120K | — | — | |
| 52 | LLY | 0.15% | 474 | $509K | $1,074.68 | $309K | +211 | +80.2% | |
| 53 | EWA | 0.15% | 19,067 | $499K | $26.19 | -$15K | — | — | |
| 54 | TWLO | 0.14% | 3,260 | $464K | $142.24 | $131K | -67 | -2.0% | |
| 55 | EWZ | 0.14% | 14,519 | $461K | $31.77 | $11K | — | — | |
| 56 | VGSH | 0.14% | 7,721 | $453K | $58.73 | $2K | +45 | +0.6% | |
| 57 | RH | 0.13% | 2,422 | $434K | $179.15 | -$89K | -153 | -5.9% | |
| 58 | POET | 0.13% | 66,555 | $421K | $6.33 | — | +66,555 | — | NEW |
| 59 | XLV | 0.12% | 2,647 | $410K | $154.80 | $41K | — | — | |
| 60 | V | 0.12% | 1,149 | $403K | $350.71 | $11K | — | — | |
| 61 | WDS | 0.12% | 25,468 | $397K | $15.59 | $7K | -455 | -1.8% | |
| 62 | IWF | 0.12% | 832 | $394K | $473.53 | $4K | — | — | |
| 63 | SGOV | 0.11% | 3,632 | $365K | $100.38 | -$1K | — | — | |
| 64 | ONTO | 0.11% | 2,277 | $359K | $157.86 | — | +2,277 | — | NEW |
| 65 | CVX | 0.10% | 2,103 | $321K | $152.43 | -$6K | — | — | |
| 66 | EGO | 0.09% | 8,100 | $291K | $35.92 | $57K | — | — | |
| 67 | T | 0.09% | 11,708 | $291K | $24.84 | -$45K | -187 | -1.6% | |
| 68 | TLT | 0.08% | 3,195 | $278K | $87.16 | -$7K | — | — | |
| 69 | GLD | 0.08% | 695 | $275K | $396.31 | -$14K | -120 | -14.7% | |
| 70 | DGRO | 0.08% | 3,934 | $273K | $69.42 | $5K | — | — | |
| 71 | CPRI | 0.08% | 11,129 | $272K | $24.40 | -$9K | -2,963 | -21.0% | |
| 72 | VAL | 0.08% | 5,308 | $268K | $50.40 | $9K | +17 | +0.3% | |
| 73 | DVY | 0.08% | 1,840 | $260K | $141.14 | -$2K | — | — | |
| 74 | VGT | 0.08% | 333 | $251K | $753.78 | $2K | — | — | |
| 75 | MU | 0.07% | 855 | $244K | $285.41 | $101K | — | — | |
| 76 | SPYM | 0.07% | 3,031 | $243K | $80.22 | $221K | +2,753 | +990.3% | |
| 77 | XT | 0.07% | 3,445 | $240K | $69.74 | -$8K | — | — | |
| 78 | ALB | 0.07% | 1,669 | $236K | $141.44 | $145K | +545 | +48.5% | |
| 79 | ADBE | 0.07% | 658 | $230K | $349.99 | -$2K | — | — | |
| 80 | CFR | 0.07% | 1,800 | $228K | $126.63 | — | +1,800 | — | NEW |
| 81 | JPM | 0.07% | 692 | $223K | $322.29 | $207K | +641 | +1256.9% | |
| 82 | SBUX | 0.06% | 2,556 | $215K | $84.21 | -$997 | — | — | |
| 83 | AMD | 0.06% | 936 | $200K | $214.16 | $55K | +34 | +3.8% | |
| 84 | VIGI | 0.06% | 2,168 | $198K | $91.45 | $4K | — | — | |
| 85 | NOW | 0.06% | 1,245 | $191K | $153.19 | -$38K | +996 | +400.0% | |
| 86 | NLY | 0.06% | 8,307 | $186K | $22.36 | -$112K | -6,408 | -43.5% | |
| 87 | MSOS | 0.05% | 34,359 | $162K | $4.72 | -$13K | -2,273 | -6.2% | |
| 88 | OXY | 0.05% | 3,848 | $158K | $41.12 | -$341K | -6,726 | -63.6% | |
| 89 | SPY | 0.05% | 227 | $155K | $681.92 | $4K | — | — | |
| 90 | DFAX | 0.05% | 4,709 | $154K | $32.73 | $6K | — | — | |
| 91 | AMPL | 0.05% | 13,204 | $153K | $11.58 | -$248K | -24,211 | -64.7% | |
| 92 | MPLX | 0.05% | 2,843 | $152K | $53.37 | $10K | — | — | |
| 93 | STKL | 0.04% | 38,604 | $147K | $3.80 | -$80K | — | — | |
| 94 | LDUR | 0.04% | 1,464 | $140K | $95.92 | -$68K | -704 | -32.5% | |
| 95 | ACWI | 0.04% | 965 | $137K | $141.49 | $3K | — | — | |
| 96 | COST | 0.04% | 155 | $134K | $864.57 | -$10K | — | — | |
| 97 | HTGC | 0.04% | 6,559 | $123K | $18.82 | -$46K | -2,400 | -26.8% | |
| 98 | PFE | 0.04% | 4,919 | $122K | $24.90 | -$3K | — | — | |
| 99 | CRON | 0.03% | 37,935 | $100K | $2.63 | -$6K | — | — | |
| 100 | MRK | 0.03% | 935 | $98K | $105.22 | -$123 | -239 | -20.4% |