Filer Name: CEDAR WEALTH MANAGEMENT, LLC
CIK: 1665642
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 193
Portfolio Value: $0.28B

Cedar Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTI US VANGUARD TOTAL STOCK MKT ETF 202,081 $59M 21.18% -4.0% -
SCHD US SCHWAB US DVD EQUITY ETF 1,256,921 $34M 12.42% 171.2% -
IDHQ US INVESCO S&P INTERNATIONAL DE 786,750 $22M 8.06% -0.1% -
ESGV US VANGUARD ESG US STOCK ETF 206,205 $22M 7.82% -0.4% -
XLG US INVESCO S&P 500 TOP 50 ETF 420,427 $21M 7.59% 15.1% -
PM US PHILIP MORRIS INTERNATIONAL 140,266 $17M 6.10% -3.8% -
SPGP US INVESCO S&P 500 GARP ETF 144,657 $15M 5.49% -0.1% -
DFAC US DIMENSIONAL US CORE EQUITY 2 302,298 $10M 3.78% - -
SPHQ US INVESCO S&P 500 QUALITY ETF 95,060 $6M 2.30% 19.4% -
MO US ALTRIA GROUP INC 117,624 $6M 2.22% -10.4% -
IWV US ISHARES RUSSELL 3000 ETF 15,009 $5M 1.81% -0.7% -
VGK US VANGUARD FTSE EUROPE ETF 66,594 $4M 1.53% -0.1% -
AMZN US AMAZON.COM INC 15,117 $3M 1.20% -11.5% -
VOO US VANGUARD S&P 500 ETF 6,044 $3M 1.18% 5.6% -
MDLZ US MONDELEZ INTERNATIONAL INC-A 49,293 $3M 1.06% - -
GOOGL US ALPHABET INC-CL A 11,677 $2M 0.80% 1.9% -
MSFT US MICROSOFT CORP 4,183 $2M 0.64% -21.3% -
EWJ US ISHARES MSCI JAPAN ETF 26,231 $2M 0.64% - -
BTAL US AGF US MARKET NEUTRAL ANTI-B 91,441 $2M 0.61% 100.0% -
AAPL US APPLE INC 6,745 $2M 0.61% -13.5% -
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