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

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NVIDIA CORP

NVDA|67066G104

Shares:14.1K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$281.1M)

NEWMONT Corp /DE/

NEM|651639106

Shares:30.7K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$281.1M)

US BANCORP \DE\

USB|902973304

Shares:32.4K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$281.1M)

464287101

Shares:4.8K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$281.1M)

067901108

Shares:64.7K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$281.1M)

33939L662

Shares:30.7K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$281.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:2.6K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$281.1M)

46090A721

Shares:47.2K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$281.1M)

97717X610

Shares:31.1K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$281.1M)

Meta Platforms, Inc.

META|30303M102

Shares:1.6K

Value:$904.3K

% of Portfolio:0.3% ($904.3K/$281.1M)

46434V803

HEFA|46434V803

Shares:24.8K

Value:$900.4K

% of Portfolio:0.3% ($900.4K/$281.1M)

464286509

Shares:20.7K

Value:$842.2K

% of Portfolio:0.3% ($842.2K/$281.1M)

464285204

Shares:13.3K

Value:$783.4K

% of Portfolio:0.3% ($783.4K/$281.1M)

464287234

EEM|464287234

Shares:16.4K

Value:$715.8K

% of Portfolio:0.3% ($715.8K/$281.1M)

46137V357

RSP|46137V357

Shares:4.1K

Value:$703.7K

% of Portfolio:0.3% ($703.7K/$281.1M)

33939L860

Shares:10.0K

Value:$681.3K

% of Portfolio:0.2% ($681.3K/$281.1M)

33939L845

Shares:9.6K

Value:$669.3K

% of Portfolio:0.2% ($669.3K/$281.1M)

33939L407

Shares:16.5K

Value:$640.9K

% of Portfolio:0.2% ($640.9K/$281.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.2K

Value:$630.0K

% of Portfolio:0.2% ($630.0K/$281.1M)

921946406

VYM|921946406

Shares:4.8K

Value:$618.8K

% of Portfolio:0.2% ($618.8K/$281.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	14.1K	QoQ +27.42% (+3.0K) YoY +2613.10% (+13.6K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$281.1M)	QoQ +2.84% (+$42.2K) YoY +225.43% (+$1.1M)
NEWMONT Corp /DE/(NEMcusip651639106)	30.7K	QoQ NEW(+30.7K) YoY +140.92% (+17.9K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$281.1M)	QoQ NEW(+$1.5M) YoY +224.55% (+$1.0M)
US BANCORP \DE\(USBcusip902973304)	32.4K	QoQ 0.00% (-0) YoY +0.40% (-132)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$281.1M)	QoQ -11.72% (-$182.0K) YoY -5.16% (-$74.6K)
(cusip464287101)✕	4.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$281.1M)	QoQ -6.23% (-$86.2K) YoY +9.46% (+$112.0K)
(cusip067901108)✕	64.7K	QoQ +2.85% (+1.8K) YoY +70.35% (+26.7K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$281.1M)	QoQ +29.00% (+$283.0K) YoY +99.01% (+$626.2K)
(cusip33939L662)✕	30.7K	QoQ -16.14% (-5.9K) YoY -59.52% (-45.2K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$281.1M)	QoQ -16.76% (-$249.8K) YoY -60.24% (-$1.9M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.6K	QoQ +4.82% (-118) YoY -21.14% (-688)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$281.1M)	QoQ -3.85% (-$48.3K) YoY -16.71% (-$241.6K)
(cusip46090A721)✕	47.2K	QoQ NEW(+47.2K) YoY NEW(+47.2K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$281.1M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(cusip97717X610)✕	31.1K	QoQ 0.00% (+0) YoY -36.52% (-17.9K)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$281.1M)	QoQ +9.32% (+$86.5K) YoY -36.70% (-$588.2K)
Meta Platforms, Inc.(METAcusip30303M102)	1.6K	QoQ -1.50% (-24) YoY -23.57% (-484)	All Managers (Combined)	$904.3K	0.3% ($904.3K/$281.1M)	QoQ -3.04% (-$28.4K) YoY -9.28% (-$92.6K)
(HEFAcusip46434V803)	24.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$900.4K	0.3% ($900.4K/$281.1M)	QoQ +4.43% (+$38.2K) YoY +4.04% (+$35.0K)
(cusip464286509)✕	20.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$842.2K	0.3% ($842.2K/$281.1M)	QoQ +1.11% (+$9.3K) YoY +6.45% (+$51.0K)
(cusip464285204)✕	13.3K	QoQ +10880.99% (+13.2K) YoY NEW(+13.3K)	All Managers (Combined)	$783.4K	0.3% ($783.4K/$281.1M)	QoQ +12976.31% (+$777.4K) YoY NEW(+$783.4K)
(EEMcusip464287234)	16.4K	QoQ 0.00% (+0) YoY -19.77% (-4.0K)	All Managers (Combined)	$715.8K	0.3% ($715.8K/$281.1M)	QoQ +4.49% (+$30.8K) YoY -14.66% (-$123.0K)
(RSPcusip46137V357)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$703.7K	0.3% ($703.7K/$281.1M)	QoQ NEW(+$703.7K) YoY NEW(+$703.7K)
(cusip33939L860)✕	10.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$681.3K	0.2% ($681.3K/$281.1M)	QoQ -3.10% (-$21.8K) YoY +3.71% (+$24.4K)
(cusip33939L845)✕	9.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$669.3K	0.2% ($669.3K/$281.1M)	QoQ -0.47% (-$3.2K) YoY +8.84% (+$54.4K)
(cusip33939L407)✕	16.5K	QoQ -24.99% (-5.5K) YoY -24.99% (-5.5K)	All Managers (Combined)	$640.9K	0.2% ($640.9K/$281.1M)	QoQ -19.94% (-$159.7K) YoY -29.12% (-$263.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.2K	QoQ 0.00% (+0) YoY -17.09% (-244)	All Managers (Combined)	$630.0K	0.2% ($630.0K/$281.1M)	QoQ +17.49% (+$93.8K) YoY +4.99% (-$30.0K)
(VYMcusip921946406)	4.8K	QoQ 0.00% (+0) YoY -38.47% (-3.0K)	All Managers (Combined)	$618.8K	0.2% ($618.8K/$281.1M)	QoQ +1.07% (+$6.6K) YoY -34.41% (-$324.7K)