Cedar-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PINS",
  "GLOB",
  "GDX",
  "NLY",
  "GLBE",
  null,
  "MU",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "BABA",
  "GOOGL",
  "RIG",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  null,
  null,
  "AVGO",
  "ARCC",
  "BIDU",
  "BSX",
  "CRON",
  "EGO",
  "ROKU",
  "SDRL.OL",
  "ARDC",
  "AMPL",
  "HON",
  "HD",
  "AZN",
  "INTU",
  null,
  null,
  null,
  null,
  "EMXC",
  "ITW",
  "AMAT",
  "EMR",
  "ICE",
  "PNNT",
  null,
  "META",
  "HEFA",
  null,
  null,
  null,
  "STKL",
  null,
  null,
  "LRCX",
  null,
  null,
  null,
  "MPC",
  "APA",
  "MSFT",
  "MDLZ",
  "TMUS",
  "EXC",
  "NVS",
  null,
  "OXY",
  null,
  "FDUS",
  "AMP",
  "DG",
  "ANET",
  "KLAC",
  "PAYX",
  "EEM",
  "IWF",
  null,
  "PEP",
  "VGSH",
  "HTGC",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PFE",
  "PG",
  "MRK",
  null,
  "KVUE",
  null,
  "SPGI",
  "NOW",
  "RS",
  "ROP",
  "GLD",
  null,
  "SBUX",
  "TXN",
  "TMO",
  "TDG",
  "TWLO",
  "NEM",
  "NG",
  "ZH",
  "MRNA",
  "ALC",
  null,
  null,
  "VWO",
  "IWV",
  null,
  null,
  null,
  "TSM",
  "GPN",
  null,
  "GO",
  "VYM",
  "TT",
  "PRGO",
  "RH",
  "VOYA",
  "ALB",
  "AMD",
  "F",
  null,
  "VIGI",
  "AMZN",
  null,
  "AL",
  "VGT",
  "USB",
  "ESGV",
  "VLO",
  "VGK",
  "VALE",
  "VOO",
  "V",
  "WMT",
  "WDS",
  null,
  "SCHD",
  "DVY",
  "MGM",
  "IEP",
  "TTD",
  "CRM",
  "SWKS",
  null,
  "MELI",
  "DGRO",
  "SYF",
  "NUE",
  null,
  "AME",
  "ADP",
  "BAC",
  null,
  "BRK-B",
  null,
  "CZR",
  "CPRI",
  "CE",
  "CVX",
  "STZ",
  "CEG",
  "COST",
  "CRWD",
  "CVS",
  "CSX",
  "DE",
  "DVN",
  "DFAX",
  "DFAC",
  "RSP",
  "EWJ",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PLD",
  "PM",
  "MO",
  "MCHP",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 195
Total Value: 281105820
Accession Number: 0001665642-25-000002
Form Type: 13F-HR
CIK: cedar-wealth-management
Manager Name: Cedar-Wealth-Management

Data Enrichment

82% identified

159 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

195 positions • $281.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 10

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46144X123

Shares:38

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$281.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:12

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$281.1M)

Atlassian Corp

TEAM|049468101

Shares:6

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$281.1M)

Arista Networks, Inc.

ANET|040413205

Shares:16

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$281.1M)

EXELON CORP

EXC|30161N101

Shares:22

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$281.1M)

Vale S.A.

VALE|91912E105

Shares:100

Value:$998

% of Portfolio:0.0% ($998/$281.1M)

MGM Resorts International

MGM|552953101

Shares:33

Value:$978

% of Portfolio:0.0% ($978/$281.1M)

Voya Financial, Inc.

VOYA|929089100

Shares:14

Value:$949

% of Portfolio:0.0% ($949/$281.1M)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

Shares:14

Value:$905

% of Portfolio:0.0% ($905/$281.1M)

Celanese Corp

CE|150870103

Shares:14

Value:$795

% of Portfolio:0.0% ($795/$281.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:4

Value:$682

% of Portfolio:0.0% ($682/$281.1M)

Trade Desk, Inc.

TTD|88339J105

Shares:12

Value:$657

% of Portfolio:0.0% ($657/$281.1M)

Walt Disney Co

DIS|254687106

Shares:5

Value:$494

% of Portfolio:0.0% ($494/$281.1M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:6

Value:$425

% of Portfolio:0.0% ($425/$281.1M)

05156X850

Shares:0

Value:$0

% of Portfolio:0.0% ($0/$281.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46144X123)✕	38	QoQ 0.00% (+0) YoY NEW(+38)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$281.1M)	QoQ +71.09% (+$723) YoY NEW(+$1.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	12	QoQ 0.00% (+0) YoY -99.26% (-1.6K)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$281.1M)	QoQ +10.53% (+$136) YoY -99.24% (-$188.5K)
Atlassian Corp(TEAMcusip049468101)	6	QoQ 0.00% (-0) YoY -71.42% (-15)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$281.1M)	QoQ -12.80% (-$187) YoY -68.92% (-$2.8K)
Arista Networks, Inc.(ANETcusip040413205)	16	QoQ 0.00% (-0) YoY NEW(+16)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$281.1M)	QoQ -29.86% (-$528) YoY NEW(+$1.2K)
EXELON CORP(EXCcusip30161N101)	22	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.0K	0.0% ($1.0K/$281.1M)	QoQ +22.46% (+$186) YoY +22.61% (+$187)
Vale S.A.(VALEcusip91912E105)	100	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$998	0.0% ($998/$281.1M)	QoQ +12.51% (+$111) YoY -18.12% (-$221)
MGM Resorts International(MGMcusip552953101)	33	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$978	0.0% ($978/$281.1M)	QoQ -14.43% (-$165) YoY -37.22% (-$580)
Voya Financial, Inc.(VOYAcusip929089100)	14	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$949	0.0% ($949/$281.1M)	QoQ -1.55% (-$15) YoY -8.30% (-$86)
SKYWORKS SOLUTIONS, INC.(SWKScusip83088M102)	14	QoQ -90.54% (-134) YoY -95.94% (-331)	All Managers (Combined)	$905	0.0% ($905/$281.1M)	QoQ -93.10% (-$12.2K) YoY -97.57% (-$36.5K)
Celanese Corp(CEcusip150870103)	14	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$795	0.0% ($795/$281.1M)	QoQ -17.95% (-$174) YoY -66.95% (-$1.6K)
PROCTER & GAMBLE Co(PGcusip742718109)	4	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$682	0.0% ($682/$281.1M)	QoQ +1.63% (+$11) YoY +5.08% (+$33)
Trade Desk, Inc.(TTDcusip88339J105)	12	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$657	0.0% ($657/$281.1M)	QoQ -53.40% (-$753) YoY -37.36% (-$392)
Walt Disney Co(DIScusip254687106)	5	QoQ 0.00% (-0) YoY -50.00% (-5)	All Managers (Combined)	$494	0.0% ($494/$281.1M)	QoQ -11.31% (-$63) YoY -59.64% (-$730)
NEXTERA ENERGY INC(NEEcusip65339F101)	6	QoQ 0.00% (-0) YoY -50.00% (-6)	All Managers (Combined)	$425	0.0% ($425/$281.1M)	QoQ -1.16% (-$5) YoY -44.58% (-$342)
(cusip05156X850)✕	0	QoQ -(+0) YoY -(+0)	All Managers (Combined)	$0	0.0% ($0/$281.1M)	QoQ -(+$0) YoY -(+$0)