Portfolio (Quarterly)
Guide ↗
Cedar Wealth Management, LLC
· CIK 0001665642| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | BSV | VANGUARD BD INDEX FDS | — | 582 | $46K | 0.01% | SOLD |
| 42 | BLK | BLACKROCK INC | Financial Services | 42 | $45K | 0.01% | SOLD |
| 43 | GDX | VANECK ETF TRUST | — | 509 | $44K | 0.01% | SOLD |
| 44 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 1,665 | $44K | 0.01% | SOLD |
| 45 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 167 | $43K | 0.01% | SOLD |
| 46 | RS | RELIANCE INC | Basic Materials | 141 | $41K | 0.01% | SOLD |
| 47 | CLOX | SERIES PORTFOLIOS TR | — | 1,565 | $40K | 0.01% | SOLD |
| 48 | VTV | VANGUARD INDEX FDS | — | 198 | $38K | 0.01% | SOLD |
| 49 | GOOG | ALPHABET INC | Communication Services | 120 | $38K | 0.01% | SOLD |
| 50 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 841 | $34K | 0.01% | SOLD |
| 51 | BIDU | BAIDU INC | Communication Services | 260 | $34K | 0.01% | SOLD |
| 52 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 208 | $34K | 0.01% | SOLD |
| 53 | HOOD | ROBINHOOD MKTS INC | Financial Services | 286 | $32K | 0.01% | SOLD |
| 54 | CRM | SALESFORCE INC | Technology | 117 | $31K | 0.01% | SOLD |
| 55 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 468 | $30K | 0.01% | SOLD |
| 56 | KLAC | KLA CORP | Technology | 22 | $27K | 0.01% | SOLD |
| 57 | ETHV | VANECK ETHEREUM TR | Financial Services | 600 | $26K | 0.01% | SOLD |
| 58 | DVN | DEVON ENERGY CORP NEW | Energy | 707 | $26K | 0.01% | SOLD |
| 59 | XOM | EXXON MOBIL CORP | Energy | 209 | $25K | 0.01% | SOLD |
| 60 | PNNT | PENNANTPARK INVT CORP | Financial Services | 3,940 | $23K | 0.01% | 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%