Portfolio (Quarterly)
Guide ↗
Cedar Wealth Management, LLC
· CIK 0001665642| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EUDG | WISDOMTREE TR | — | 31,134 | $1.2M | 0.35% | SOLD |
| 2 | HYGV | FLEXSHARES TR | — | 26,132 | $1.1M | 0.32% | SOLD |
| 3 | GLBE | GLOBAL E ONLINE LTD | Consumer Cyclical | 16,006 | $629K | 0.19% | SOLD |
| 4 | ONTO | ONTO INNOVATION INC | Technology | 2,277 | $359K | 0.11% | SOLD |
| 5 | ADBE | ADOBE INC | Technology | 658 | $230K | 0.07% | SOLD |
| 6 | AMD | ADVANCED MICRO DEVICES INC | Technology | 936 | $200K | 0.06% | SOLD |
| 7 | VIGI | VANGUARD WHITEHALL FDS | — | 2,168 | $198K | 0.06% | SOLD |
| 8 | NOW | SERVICENOW INC | Technology | 1,245 | $191K | 0.06% | SOLD |
| 9 | SPY | SPDR S&P 500 ETF TR | Financial Services | 227 | $155K | 0.05% | SOLD |
| 10 | DFAX | DIMENSIONAL ETF TRUST | — | 4,709 | $154K | 0.05% | SOLD |
| 11 | AMPL | AMPLITUDE INC | Technology | 13,204 | $153K | 0.05% | SOLD |
| 12 | LDUR | PIMCO ETF TR | — | 1,464 | $140K | 0.04% | SOLD |
| 13 | ACWI | ISHARES TR | — | 965 | $137K | 0.04% | SOLD |
| 14 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 155 | $134K | 0.04% | SOLD |
| 15 | HTGC | HERCULES CAPITAL INC | Financial Services | 6,559 | $123K | 0.04% | SOLD |
| 16 | PFE | PFIZER INC | Healthcare | 4,919 | $122K | 0.04% | SOLD |
| 17 | MRK | MERCK & CO INC | Healthcare | 935 | $98K | 0.03% | SOLD |
| 18 | HIMS | HIMS & HERS HEALTH INC | Healthcare | 2,982 | $97K | 0.03% | SOLD |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | — | 1,780 | $96K | 0.03% | SOLD |
| 20 | WMT | WALMART INC | Consumer Defensive | 824 | $92K | 0.03% | SOLD |
Sector Allocation
Consumer Defensive
34.9%
Technology
18.7%
Communication Services
14.4%
Consumer Cyclical
8.9%
Financial Services
8.7%
Energy
7.3%
Basic Materials
6.1%
Healthcare
0.9%