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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Alibaba Group Holding Ltd

BABA|01609W102

Shares:4.7K

Value:$616.7K

% of Portfolio:0.2% ($616.7K/$281.1M)

PERRIGO Co plc

PRGO|G97822103

Shares:22.0K

Value:$615.9K

% of Portfolio:0.2% ($615.9K/$281.1M)

ADOBE INC.

ADBE|00724F101

Shares:1.6K

Value:$604.1K

% of Portfolio:0.2% ($604.1K/$281.1M)

NOVAGOLD RESOURCES INC

NG|66987E206

Shares:197.9K

Value:$577.8K

% of Portfolio:0.2% ($577.8K/$281.1M)

Global-E Online Ltd.

GLBE|M5216V106

Shares:16.0K

Value:$570.6K

% of Portfolio:0.2% ($570.6K/$281.1M)

74347X831

Shares:9.6K

Value:$549.4K

% of Portfolio:0.2% ($549.4K/$281.1M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:10.6K

Value:$522.0K

% of Portfolio:0.2% ($522.0K/$281.1M)

FORD MOTOR CO

F|345370860

Shares:48.0K

Value:$481.2K

% of Portfolio:0.2% ($481.2K/$281.1M)

ASML HOLDING NV

ASML|N07059210

Shares:715

Value:$473.8K

% of Portfolio:0.2% ($473.8K/$281.1M)

Broadcom Inc.

AVGO|11135F101

Shares:2.8K

Value:$472.2K

% of Portfolio:0.2% ($472.2K/$281.1M)

464286103

Shares:19.1K

Value:$446.9K

% of Portfolio:0.2% ($446.9K/$281.1M)

92206C102

VGSH|92206C102

Shares:7.6K

Value:$444.9K

% of Portfolio:0.2% ($444.9K/$281.1M)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.4K

Value:$414.1K

% of Portfolio:0.1% ($414.1K/$281.1M)

Transocean Ltd.

RIG|H8817H100

Shares:124.5K

Value:$394.8K

% of Portfolio:0.1% ($394.8K/$281.1M)

81369Y209

Shares:2.6K

Value:$386.5K

% of Portfolio:0.1% ($386.5K/$281.1M)

Amplitude, Inc.

AMPL|03213A104

Shares:37.4K

Value:$381.3K

% of Portfolio:0.1% ($381.3K/$281.1M)

WOODSIDE ENERGY GROUP LTD

WDS|980228308

Shares:25.9K

Value:$375.6K

% of Portfolio:0.1% ($375.6K/$281.1M)

VISA INC.

V|92826C839

Shares:1.1K

Value:$371.8K

% of Portfolio:0.1% ($371.8K/$281.1M)

Ares Dynamic Credit Allocation Fund, Inc.

ARDC|04014F102

Shares:25.1K

Value:$354.8K

% of Portfolio:0.1% ($354.8K/$281.1M)

AT&T INC.

T|00206R102

Shares:11.9K

Value:$336.4K

% of Portfolio:0.1% ($336.4K/$281.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alibaba Group Holding Ltd(BABAcusip01609W102)	4.7K	QoQ -51.69% (-5.0K) YoY -51.22% (-4.9K)	All Managers (Combined)	$616.7K	0.2% ($616.7K/$281.1M)	QoQ -24.66% (-$201.9K) YoY -10.86% (-$75.2K)
PERRIGO Co plc(PRGOcusipG97822103)	22.0K	QoQ 0.00% (+0) YoY -13.11% (-3.3K)	All Managers (Combined)	$615.9K	0.2% ($615.9K/$281.1M)	QoQ +9.06% (+$51.2K) YoY -24.31% (-$197.9K)
ADOBE INC.(ADBEcusip00724F101)	1.6K	QoQ +120.89% (+862) YoY +120.89% (+862)	All Managers (Combined)	$604.1K	0.2% ($604.1K/$281.1M)	QoQ +90.52% (+$287.0K) YoY +67.89% (+$244.3K)
NOVAGOLD RESOURCES INC(NGcusip66987E206)	197.9K	QoQ +15.85% (+27.1K) YoY +33.80% (+50.0K)	All Managers (Combined)	$577.8K	0.2% ($577.8K/$281.1M)	QoQ +1.59% (+$9.0K) YoY +30.23% (+$134.1K)
Global-E Online Ltd.(GLBEcusipM5216V106)	16.0K	QoQ -43.99% (-12.6K) YoY -3.68% (-613)	All Managers (Combined)	$570.6K	0.2% ($570.6K/$281.1M)	QoQ -63.38% (-$988.0K) YoY -5.54% (-$33.5K)
(cusip74347X831)✕	9.6K	QoQ NEW(+9.6K) YoY NEW(+9.6K)	All Managers (Combined)	$549.4K	0.2% ($549.4K/$281.1M)	QoQ NEW(+$549.4K) YoY NEW(+$549.4K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	10.6K	QoQ 0.00% (-0) YoY -11.77% (-1.4K)	All Managers (Combined)	$522.0K	0.2% ($522.0K/$281.1M)	QoQ -0.10% (-$529) YoY -32.99% (-$257.1K)
FORD MOTOR CO(Fcusip345370860)	48.0K	QoQ 0.00% (+0) YoY -15.79% (-9.0K)	All Managers (Combined)	$481.2K	0.2% ($481.2K/$281.1M)	QoQ +1.31% (+$6.2K) YoY -36.40% (-$275.5K)
ASML HOLDING NV(ASMLcusipN07059210)	715	QoQ -0.55% (-4) YoY -2.72% (-20)	All Managers (Combined)	$473.8K	0.2% ($473.8K/$281.1M)	QoQ -4.92% (-$24.5K) YoY -33.57% (-$239.5K)
Broadcom Inc.(AVGOcusip11135F101)	2.8K	QoQ +1466.66% (+2.6K) YoY +5027.27% (+2.8K)	All Managers (Combined)	$472.2K	0.2% ($472.2K/$281.1M)	QoQ +1031.42% (+$430.4K) YoY +547.68% (+$399.3K)
(cusip464286103)✕	19.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$446.9K	0.2% ($446.9K/$281.1M)	QoQ -1.76% (-$8.0K) YoY -4.94% (-$23.3K)
(VGSHcusip92206C102)	7.6K	QoQ -15.63% (-1.4K) YoY -14.13% (-1.2K)	All Managers (Combined)	$444.9K	0.2% ($444.9K/$281.1M)	QoQ -14.89% (-$77.9K) YoY -13.21% (-$67.8K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.4K	QoQ 0.00% (+0) YoY -60.60% (-2.2K)	All Managers (Combined)	$414.1K	0.1% ($414.1K/$281.1M)	QoQ +19.00% (+$66.1K) YoY -44.82% (-$336.4K)
Transocean Ltd.(RIGcusipH8817H100)	124.5K	QoQ +19.60% (+20.4K) YoY +15.07% (-16.3K)	All Managers (Combined)	$394.8K	0.1% ($394.8K/$281.1M)	QoQ +1.10% (+$4.3K) YoY -41.91% (-$284.8K)
(cusip81369Y209)✕	2.6K	QoQ 0.00% (+0) YoY -75.63% (-8.2K)	All Managers (Combined)	$386.5K	0.1% ($386.5K/$281.1M)	QoQ +6.13% (+$22.3K) YoY -75.92% (-$1.2M)
Amplitude, Inc.(AMPLcusip03213A104)	37.4K	QoQ 0.00% (-0) YoY -10.72% (-4.5K)	All Managers (Combined)	$381.3K	0.1% ($381.3K/$281.1M)	QoQ -3.41% (-$13.5K) YoY -16.38% (-$74.7K)
WOODSIDE ENERGY GROUP LTD(WDScusip980228308)	25.9K	QoQ NEW(+25.9K) YoY NEW(+25.9K)	All Managers (Combined)	$375.6K	0.1% ($375.6K/$281.1M)	QoQ NEW(+$375.6K) YoY NEW(+$375.6K)
VISA INC.(Vcusip92826C839)	1.1K	QoQ -39.64% (-697) YoY -52.01% (-1.1K)	All Managers (Combined)	$371.8K	0.1% ($371.8K/$281.1M)	QoQ -33.07% (-$183.8K) YoY -39.73% (-$245.2K)
Ares Dynamic Credit Allocation Fund, Inc.(ARDCcusip04014F102)	25.1K	QoQ NEW(+25.1K) YoY NEW(+25.1K)	All Managers (Combined)	$354.8K	0.1% ($354.8K/$281.1M)	QoQ NEW(+$354.8K) YoY NEW(+$354.8K)
AT&T INC.(Tcusip00206R102)	11.9K	QoQ -43.56% (-9.2K) YoY -69.41% (-27.0K)	All Managers (Combined)	$336.4K	0.1% ($336.4K/$281.1M)	QoQ -29.90% (-$143.5K) YoY -50.85% (-$348.1K)