$247 Million is the total value of Cedar Wealth Management, LLC's 377 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 11.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $45,296,000 | -6.6% | 198,954 | -1.0% | 18.32% | -6.5% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $18,870,000 | +67.1% | 232,729 | +81.2% | 7.63% | +67.3% |
| PM | Buy | PHILIP MORRIS INTL INC | $17,775,000 | -0.8% | 189,217 | +0.3% | 7.19% | -0.7% |
| MO | Sell | ALTRIA GROUP INC | $10,804,000 | +8.7% | 206,766 | -1.4% | 4.37% | +8.8% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $8,337,000 | -5.2% | 302,298 | -0.4% | 3.37% | -5.1% |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $7,442,000 | -6.0% | 129,220 | 0.0% | 3.01% | -5.9% | |
| IDHQ | Buy | INVESCO EXCH TRADED FD TR IIs&p intl qulty | $6,833,000 | +40.3% | 238,925 | +57.3% | 2.76% | +40.5% |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $6,534,000 | -4.4% | 261,881 | +0.0% | 2.64% | -4.3% | |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $5,742,000 | +184.4% | 72,643 | +207.3% | 2.32% | +184.9% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $5,563,000 | -6.0% | 70,521 | -3.7% | 2.25% | -5.9% |
| DGRO | Sell | ISHARES TRcore div grwth | $4,677,000 | -10.5% | 87,568 | -6.8% | 1.89% | -10.4% |
| XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $4,375,000 | -4.8% | 12,449 | 0.0% | 1.77% | -4.7% | |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $4,122,000 | +16.9% | 66,191 | +28.1% | 1.67% | +17.0% |
| HYGV | Buy | FLEXSHARES TRhig yld vl etf | $3,342,000 | -1.2% | 72,145 | +4.5% | 1.35% | -1.0% |
| SFBS | SERVISFIRST BANCSHARES INC | $3,266,000 | +12.2% | 34,276 | 0.0% | 1.32% | +12.3% | |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $3,181,000 | -5.9% | 34,862 | +0.0% | 1.29% | -5.9% |
| AMZN | Buy | AMAZON COM INC | $2,888,000 | +22.5% | 886 | +25.3% | 1.17% | +22.7% |
| USMV | Sell | ISHARES TRmsci usa min vol | $2,791,000 | -4.6% | 35,981 | -0.5% | 1.13% | -4.5% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $2,568,000 | -11.0% | 9,787 | -5.8% | 1.04% | -10.8% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $2,488,000 | -6.2% | 49,844 | +0.0% | 1.01% | -6.1% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $2,243,000 | +988.8% | 16,985 | +1121.9% | 0.91% | +992.8% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $2,193,000 | +8.0% | 37,689 | +12.6% | 0.89% | +8.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $2,144,000 | +2.9% | 34,149 | +8.7% | 0.87% | +3.0% |
| MSFT | Buy | MICROSOFT CORP | $2,091,000 | -6.8% | 6,783 | +1.7% | 0.85% | -6.6% |
| GLD | Buy | SPDR GOLD TR | $2,064,000 | +33.8% | 11,425 | +26.6% | 0.84% | +34.0% |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $2,017,000 | +5.7% | 32,731 | +14.8% | 0.82% | +5.8% |
| T | Sell | AT&T INC | $1,797,000 | -5.6% | 76,067 | -1.7% | 0.73% | -5.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,663,000 | +12.7% | 598 | +17.5% | 0.67% | +12.9% |
| F | Buy | FORD MTR CO DEL | $1,550,000 | -16.8% | 91,666 | +2.1% | 0.63% | -16.7% |
| LDUR | PIMCO ETF TRenhncd lw dur ac | $1,550,000 | -3.1% | 15,896 | 0.0% | 0.63% | -2.9% | |
| EUDG | Buy | WISDOMTREE TReuro qtly div gr | $1,531,000 | +63.0% | 48,930 | +79.4% | 0.62% | +63.3% |
| RIG | Sell | TRANSOCEAN LTD | $1,505,000 | +34.0% | 329,327 | -19.1% | 0.61% | +34.1% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $1,468,000 | +3.0% | 28,662 | +3.4% | 0.59% | +3.1% |
| AAPL | Sell | APPLE INC | $1,464,000 | -38.7% | 8,386 | -37.6% | 0.59% | -38.6% |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $1,401,000 | -36.4% | 23,957 | -36.3% | 0.57% | -36.3% |
| XT | Sell | ISHARES TRexponential tech | $1,301,000 | -43.2% | 22,036 | -36.4% | 0.53% | -43.1% |
| MGK | VANGUARD WORLD FDmega grwth ind | $1,297,000 | -9.7% | 5,511 | 0.0% | 0.52% | -9.5% | |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $1,232,000 | +26.6% | 174,959 | +40.6% | 0.50% | +26.7% |
| OEF | Buy | ISHARES TRs&p 100 etf | $1,213,000 | -4.6% | 5,816 | +0.2% | 0.49% | -4.3% |
| GOLD | Buy | BARRICK GOLD CORP | $1,103,000 | +32.7% | 44,977 | +2.8% | 0.45% | +32.7% |
| GUNR | FLEXSHARES TRmornstar upstr | $1,031,000 | +18.6% | 22,017 | 0.0% | 0.42% | +18.8% | |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $986,000 | -34.2% | 20,817 | +42.3% | 0.40% | -34.0% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $980,000 | -33.0% | 13,722 | -31.3% | 0.40% | -33.0% |
| EWC | Buy | ISHARES INCmsci cda etf | $923,000 | +17.0% | 22,962 | +11.8% | 0.37% | +16.9% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $922,000 | +10.6% | 20,417 | +19.5% | 0.37% | +10.7% |
| MRK | Sell | MERCK & CO INC | $862,000 | -32.4% | 10,510 | -36.9% | 0.35% | -32.2% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $848,000 | -9.5% | 11,340 | +98.3% | 0.34% | -9.3% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $841,000 | +120.7% | 13,853 | +128.8% | 0.34% | +120.8% |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $828,000 | -26.2% | 15,490 | -23.2% | 0.34% | -26.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $815,000 | +1467.3% | 16,008 | +1497.6% | 0.33% | +1471.4% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $791,000 | -31.0% | 18,804 | -26.7% | 0.32% | -30.9% |
| GO | New | GROCERY OUTLET HLDG CORP | $771,000 | – | 23,506 | +100.0% | 0.31% | – |
| FREL | Sell | FIDELITY COVINGTON TRUSTmsci rl est etf | $700,000 | -20.7% | 21,598 | -15.1% | 0.28% | -20.7% |
| PRGO | New | PERRIGO CO PLC | $698,000 | – | 18,155 | +100.0% | 0.28% | – |
| V | Sell | VISA INC | $698,000 | -23.0% | 3,147 | -24.8% | 0.28% | -23.0% |
| PHB | Sell | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $690,000 | -20.6% | 37,571 | -16.1% | 0.28% | -20.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $674,000 | +5.6% | 1,860 | +16.0% | 0.27% | +5.8% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $669,000 | -38.4% | 16,029 | -38.0% | 0.27% | -38.3% |
| CHWY | Buy | CHEWY INCcl a | $665,000 | +38.5% | 16,307 | +100.2% | 0.27% | +38.7% |
| JBLU | Buy | JETBLUE AWYS CORP | $663,000 | +18.6% | 44,340 | +13.0% | 0.27% | +18.6% |
| EWA | Buy | ISHARES INCmsci aust etf | $630,000 | +11.3% | 23,833 | +4.5% | 0.26% | +11.4% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $611,000 | +0.3% | 5,443 | +0.2% | 0.25% | +0.4% |
| FB | Sell | META PLATFORMS INCcl a | $606,000 | -40.8% | 2,725 | -10.4% | 0.24% | -40.7% |
| FUTY | Sell | FIDELITY COVINGTON TRUSTmsci utils index | $603,000 | -28.5% | 12,581 | -30.9% | 0.24% | -28.2% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $602,000 | -24.0% | 18,670 | -23.4% | 0.24% | -24.1% |
| JIG | Buy | J P MORGAN EXCHANGE-TRADED Finternl gwt | $596,000 | +92.3% | 9,570 | +135.4% | 0.24% | +92.8% |
| LLY | Sell | LILLY ELI & CO | $588,000 | -0.2% | 2,052 | -3.8% | 0.24% | 0.0% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $577,000 | -68.0% | 9,666 | -66.0% | 0.23% | -68.0% |
| QDF | Buy | FLEXSHARES TRqualt divd idx | $571,000 | -3.1% | 9,636 | +0.3% | 0.23% | -2.9% |
| SAVE | Buy | SPIRIT AIRLS INC | $555,000 | +14.2% | 25,365 | +14.1% | 0.22% | +14.3% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $550,000 | +48.6% | 7,200 | +7.9% | 0.22% | +49.0% |
| AMGN | Buy | AMGEN INC | $533,000 | +19.2% | 2,205 | +10.9% | 0.22% | +19.3% |
| QDEF | Buy | FLEXSHARES TRqlt div def idx | $532,000 | -4.3% | 9,412 | +0.1% | 0.22% | -4.4% |
| PLBY | Buy | PLBY GROUP INC | $508,000 | -48.2% | 38,829 | +5.4% | 0.20% | -48.2% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $501,000 | -47.9% | 8,448 | -46.5% | 0.20% | -47.7% |
| NEM | Sell | NEWMONT CORP | $496,000 | +19.2% | 6,247 | -6.8% | 0.20% | +19.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $491,000 | -9.4% | 1,391 | -23.2% | 0.20% | -9.1% |
| CPRI | New | CAPRI HOLDINGS LIMITED | $443,000 | – | 8,629 | +100.0% | 0.18% | – |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $442,000 | -19.0% | 1,858 | -13.3% | 0.18% | -19.0% |
| JETS | Buy | ETF SER SOLUTIONSus glb jets | $437,000 | +1050.0% | 20,089 | +1016.1% | 0.18% | +1080.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $435,000 | +57.0% | 3,995 | +71.2% | 0.18% | +57.1% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $411,000 | +4.1% | 5,519 | 0.0% | 0.17% | +3.8% | |
| FAZ | New | DIREXION SHS ETF TRdaily finl bear | $411,000 | – | 22,209 | +100.0% | 0.17% | – |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $409,000 | +7.3% | 10,664 | +9.2% | 0.16% | +7.1% |
| CVX | Sell | CHEVRON CORP NEW | $403,000 | -55.8% | 2,473 | -68.1% | 0.16% | -55.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $404,000 | -7.6% | 895 | -2.7% | 0.16% | -7.4% |
| MSOS | Buy | ADVISORSHARES TRpure us cannabis | $372,000 | +9200.0% | 17,856 | +12746.0% | 0.15% | +7400.0% |
| BAX | New | BAXTER INTL INC | $363,000 | – | 4,681 | +100.0% | 0.15% | – |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $360,000 | -25.5% | 6,934 | -22.6% | 0.15% | -25.1% |
| IWF | ISHARES TRrus 1000 grw etf | $360,000 | -9.1% | 1,297 | 0.0% | 0.15% | -8.8% | |
| PENN | Buy | PENN NATL GAMING INC | $355,000 | +1768.4% | 8,367 | +2149.2% | 0.14% | +1700.0% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $349,000 | -5.2% | 2,151 | +0.5% | 0.14% | -5.4% |
| HTGC | HERCULES CAPITAL INC | $328,000 | +9.0% | 18,134 | 0.0% | 0.13% | +9.0% | |
| SNOW | Sell | SNOWFLAKE INCcl a | $323,000 | -57.2% | 1,410 | -36.7% | 0.13% | -57.0% |
| PLD | PROLOGIS INC. | $306,000 | -4.1% | 1,894 | 0.0% | 0.12% | -3.9% | |
| IGV | ISHARES TRexpanded tech | $303,000 | -13.2% | 878 | 0.0% | 0.12% | -12.8% | |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $303,000 | – | 13,850 | +100.0% | 0.12% | – |
| O | REALTY INCOME CORP | $298,000 | -3.2% | 4,300 | 0.0% | 0.12% | -2.4% | |
| CRM | Buy | SALESFORCE COM INC | $296,000 | -15.4% | 1,396 | +1.2% | 0.12% | -14.9% |
| IEUS | Buy | ISHARES TRdevsmcp exna etf | $291,000 | -4.0% | 4,763 | +9.3% | 0.12% | -3.3% |
| RH | Buy | RH | $292,000 | -26.8% | 896 | +20.4% | 0.12% | -26.7% |
| DLTR | Sell | DOLLAR TREE INC | $282,000 | -61.3% | 1,763 | -66.0% | 0.11% | -61.2% |
| DVY | ISHARES TRselect divid etf | $282,000 | +4.4% | 2,201 | 0.0% | 0.11% | +4.6% | |
| PDD | New | PINDUODUO INCsponsored ads | $268,000 | – | 6,681 | +100.0% | 0.11% | – |
| FE | FIRSTENERGY CORP | $266,000 | +10.4% | 5,800 | 0.0% | 0.11% | +11.3% | |
| ABBV | ABBVIE INC | $263,000 | +20.1% | 1,620 | 0.0% | 0.11% | +20.5% | |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $263,000 | -51.0% | 7,159 | -48.1% | 0.11% | -51.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $246,000 | -27.2% | 1,389 | -29.6% | 0.10% | -27.7% |
| SBUX | Sell | STARBUCKS CORP | $233,000 | -68.2% | 2,556 | -59.2% | 0.09% | -68.2% |
| NVDA | Buy | NVIDIA CORPORATION | $229,000 | -3.4% | 838 | +4.0% | 0.09% | -3.1% |
| ALB | New | ALBEMARLE CORP | $220,000 | – | 995 | +100.0% | 0.09% | – |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $217,000 | -10.7% | 476 | +11.2% | 0.09% | -10.2% |
| WOOF | New | PETCO HEALTH & WELLNESS CO I | $211,000 | – | 10,793 | +100.0% | 0.08% | – |
| GSBD | GOLDMAN SACHS BDC INC | $209,000 | +2.5% | 10,638 | 0.0% | 0.08% | +3.7% | |
| DECK | New | DECKERS OUTDOOR CORP | $192,000 | – | 701 | +100.0% | 0.08% | – |
| ARCC | ARES CAPITAL CORP | $193,000 | -1.0% | 9,215 | 0.0% | 0.08% | -1.3% | |
| NKE | NIKE INCcl b | $191,000 | -19.1% | 1,416 | 0.0% | 0.08% | -18.9% | |
| BIIB | BIOGEN INC | $189,000 | -12.1% | 897 | 0.0% | 0.08% | -12.6% | |
| CSCO | Sell | CISCO SYS INC | $181,000 | -30.4% | 3,242 | -20.9% | 0.07% | -30.5% |
| XSMO | Buy | INVESCO EXCHANGE TRADED FD Ts&p smlcp moment | $168,000 | -8.2% | 3,240 | +0.2% | 0.07% | -8.1% |
| REGN | REGENERON PHARMACEUTICALS | $168,000 | +10.5% | 241 | 0.0% | 0.07% | +11.5% | |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $168,000 | – | 1,125 | +100.0% | 0.07% | – |
| INTC | Sell | INTEL CORP | $165,000 | -4.1% | 3,331 | -0.3% | 0.07% | -2.9% |
| NUS | NU SKIN ENTERPRISES INCcl a | $163,000 | -5.8% | 3,400 | 0.0% | 0.07% | -5.7% | |
| HD | HOME DEPOT INC | $161,000 | -27.8% | 537 | 0.0% | 0.06% | -27.8% | |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $160,000 | -0.6% | 3,634 | +2.3% | 0.06% | 0.0% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $161,000 | -10.6% | 2,145 | +3.6% | 0.06% | -11.0% |
| KHC | Sell | KRAFT HEINZ CO | $157,000 | -77.1% | 3,976 | -79.2% | 0.06% | -77.3% |
| GPC | GENUINE PARTS CO | $151,000 | -10.1% | 1,200 | 0.0% | 0.06% | -10.3% | |
| PFE | Sell | PFIZER INC | $146,000 | -32.4% | 2,829 | -22.7% | 0.06% | -32.2% |
| NMFC | NEW MTN FIN CORP | $143,000 | +0.7% | 10,350 | 0.0% | 0.06% | +1.8% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $139,000 | -9.2% | 333 | 0.0% | 0.06% | -9.7% | |
| INTU | INTUIT | $139,000 | -25.7% | 290 | 0.0% | 0.06% | -26.3% | |
| VYMI | VANGUARD WHITEHALL FDSintl high etf | $135,000 | +0.7% | 2,000 | 0.0% | 0.06% | +1.9% | |
| NOW | Buy | SERVICENOW INC | $130,000 | -11.0% | 233 | +3.6% | 0.05% | -10.2% |
| DG | DOLLAR GEN CORP NEW | $127,000 | -5.2% | 569 | 0.0% | 0.05% | -5.6% | |
| XOM | Sell | EXXON MOBIL CORP | $118,000 | -85.4% | 1,434 | -89.1% | 0.05% | -85.3% |
| NVS | Sell | NOVARTIS AGsponsored adr | $111,000 | -24.5% | 1,262 | -25.0% | 0.04% | -23.7% |
| SCJ | Buy | ISHARES INCmsci japn smcetf | $109,000 | +4.8% | 1,572 | +13.7% | 0.04% | +4.8% |
| NRZ | NEW RESIDENTIAL INVT CORP | $105,000 | +1.9% | 9,600 | 0.0% | 0.04% | 0.0% | |
| ACWI | Sell | ISHARES TRmsci acwi etf | $96,000 | -9.4% | 965 | -4.0% | 0.04% | -9.3% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $91,000 | +355.0% | 192 | +368.3% | 0.04% | +362.5% |
| GILD | Buy | GILEAD SCIENCES INC | $91,000 | -10.8% | 1,525 | +8.3% | 0.04% | -9.8% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $88,000 | -10.2% | 477 | 0.0% | 0.04% | -10.0% | |
| IVV | Sell | ISHARES TRcore s&p500 etf | $88,000 | -60.0% | 194 | -58.0% | 0.04% | -59.6% |
| PBR | PETROLEO BRASILEIRO SA PETROsponsored adr | $87,000 | +35.9% | 5,847 | 0.0% | 0.04% | +34.6% | |
| ABB | ABB LTDsponsored adr | $85,000 | -15.0% | 2,620 | 0.0% | 0.03% | -15.0% | |
| COST | COSTCO WHSL CORP NEW | $83,000 | +1.2% | 144 | 0.0% | 0.03% | +3.0% | |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $85,000 | +4.9% | 324 | -12.2% | 0.03% | +3.0% |
| MS | MORGAN STANLEY | $81,000 | -11.0% | 922 | 0.0% | 0.03% | -10.8% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $82,000 | -6.8% | 1,780 | 0.0% | 0.03% | -8.3% | |
| PNNT | PENNANTPARK INVT CORP | $82,000 | +12.3% | 10,500 | 0.0% | 0.03% | +13.8% | |
| SPLK | Buy | SPLUNK INC | $80,000 | +29.0% | 537 | +0.8% | 0.03% | +28.0% |
| BCSF | BAIN CAP SPECIALTY FIN INC | $78,000 | +2.6% | 4,983 | 0.0% | 0.03% | +3.2% | |
| TRIP | TRIPADVISOR INC | $76,000 | 0.0% | 2,800 | 0.0% | 0.03% | 0.0% | |
| SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $76,000 | +4.1% | 1,610 | 0.0% | 0.03% | +6.9% | |
| MPW | MEDICAL PPTYS TRUST INC | $74,000 | -10.8% | 3,500 | 0.0% | 0.03% | -11.8% | |
| BIDU | Sell | BAIDU INCspon adr rep a | $73,000 | -24.7% | 554 | -15.3% | 0.03% | -23.1% |
| ANTM | Sell | ANTHEM INC | $69,000 | -70.5% | 140 | -72.2% | 0.03% | -70.5% |
| WSO | WATSCO INC | $70,000 | -2.8% | 230 | 0.0% | 0.03% | -3.4% | |
| ENB | Buy | ENBRIDGE INC | $67,000 | +39.6% | 1,448 | +17.0% | 0.03% | +42.1% |
| GBDC | GOLUB CAP BDC INC | $68,000 | -1.4% | 4,500 | 0.0% | 0.03% | -3.6% | |
| IDV | ISHARES TRintl sel div etf | $66,000 | +1.5% | 2,081 | 0.0% | 0.03% | +3.8% | |
| HYG | ISHARES TRiboxx hi yd etf | $66,000 | -5.7% | 805 | 0.0% | 0.03% | -3.6% | |
| WRK | WESTROCK CO | $66,000 | +6.5% | 1,400 | 0.0% | 0.03% | +8.0% | |
| HYUP | DBX ETF TRxtrackers high | $64,000 | -5.9% | 1,424 | 0.0% | 0.03% | -3.7% | |
| WPC | WP CAREY INC | $65,000 | -1.5% | 800 | 0.0% | 0.03% | -3.7% | |
| NET | CLOUDFLARE INC | $64,000 | -8.6% | 532 | 0.0% | 0.03% | -7.1% | |
| FNDB | Sell | SCHWAB STRATEGIC TRschwab fdt us bm | $64,000 | -23.8% | 1,107 | -23.9% | 0.03% | -23.5% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $64,000 | -5.9% | 1,200 | +100.0% | 0.03% | -3.7% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $64,000 | -86.8% | 871 | -88.8% | 0.03% | -86.7% |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $63,000 | -8.7% | 4,629 | 0.0% | 0.02% | -10.7% | |
| AMD | ADVANCED MICRO DEVICES INC | $63,000 | -24.1% | 580 | 0.0% | 0.02% | -26.5% | |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $60,000 | -55.6% | 554 | -52.5% | 0.02% | -56.4% |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $60,000 | -31.8% | 1,102 | -29.4% | 0.02% | -33.3% |
| DBP | Buy | INVESCO DB MULTI-SECTOR COMMprecious metal | $58,000 | – | 1,126 | +56200.0% | 0.02% | – |
| ORCL | ORACLE CORP | $58,000 | -4.9% | 704 | 0.0% | 0.02% | -8.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $54,000 | +31.7% | 600 | 0.0% | 0.02% | +29.4% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $55,000 | -8.3% | 345 | 0.0% | 0.02% | -8.3% | |
| STAG | STAG INDL INC | $54,000 | -12.9% | 1,300 | 0.0% | 0.02% | -12.0% | |
| AU | ANGLOGOLD ASHANTI LIMITEDsponsored adr | $49,000 | +14.0% | 2,050 | 0.0% | 0.02% | +17.6% | |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $50,000 | -80.6% | 1,009 | -80.1% | 0.02% | -80.8% |
| EXPE | Buy | EXPEDIA GROUP INC | $50,000 | +31.6% | 254 | +19.8% | 0.02% | +33.3% |
| RS | RELIANCE STEEL & ALUMINUM CO | $46,000 | +12.2% | 250 | 0.0% | 0.02% | +11.8% | |
| GPN | Sell | GLOBAL PMTS INC | $47,000 | -4.1% | 346 | -5.5% | 0.02% | -5.0% |
| MBB | Sell | ISHARES TRmbs etf | $47,000 | -95.6% | 461 | -95.4% | 0.02% | -95.6% |
| LRCX | Buy | LAM RESEARCH CORP | $46,000 | -11.5% | 85 | +16.4% | 0.02% | -9.5% |
| VMW | VMWARE INC | $46,000 | 0.0% | 400 | 0.0% | 0.02% | 0.0% | |
| DEM | WISDOMTREE TRemer mkt high fd | $44,000 | +2.3% | 1,000 | 0.0% | 0.02% | +5.9% | |
| NIE | Sell | VIRTUS ALLIANZGI EQUITY & CO | $41,000 | -19.6% | 1,497 | -11.7% | 0.02% | -19.0% |
| ASML | New | ASML HOLDING N V | $43,000 | – | 64 | +100.0% | 0.02% | – |
| CZR | CAESARS ENTERTAINMENT INC NE | $41,000 | -16.3% | 525 | 0.0% | 0.02% | -15.0% | |
| IGF | ISHARES TRglb infrastr etf | $40,000 | +5.3% | 793 | 0.0% | 0.02% | +6.7% | |
| PANW | Buy | PALO ALTO NETWORKS INC | $39,000 | +105.3% | 63 | +80.0% | 0.02% | +100.0% |
| KR | KROGER CO | $40,000 | +25.0% | 700 | 0.0% | 0.02% | +23.1% | |
| EFAV | ISHARES TRmsci eafe min vl | $40,000 | -7.0% | 561 | 0.0% | 0.02% | -5.9% | |
| EGO | Sell | ELDORADO GOLD CORP NEW | $39,000 | -90.8% | 3,459 | -92.4% | 0.02% | -90.7% |
| MELI | Buy | MERCADOLIBRE INC | $39,000 | +8.3% | 33 | +22.2% | 0.02% | +6.7% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $40,000 | -2.4% | 289 | 0.0% | 0.02% | -5.9% | |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $36,000 | -14.3% | 267 | -2.2% | 0.02% | -11.8% |
| IP | INTERNATIONAL PAPER CO | $37,000 | -2.6% | 800 | 0.0% | 0.02% | 0.0% | |
| AMAT | APPLIED MATLS INC | $37,000 | -15.9% | 283 | 0.0% | 0.02% | -16.7% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $38,000 | -7.3% | 167 | 0.0% | 0.02% | -11.8% | |
| PFLT | PENNANTPARK FLOATING RATE CA | $37,000 | +5.7% | 2,750 | 0.0% | 0.02% | +7.1% | |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $37,000 | -22.9% | 356 | -11.7% | 0.02% | -21.1% |
| STOR | STORE CAP CORP | $38,000 | -15.6% | 1,300 | 0.0% | 0.02% | -16.7% | |
| WMT | WALMART INC | $34,000 | +3.0% | 226 | 0.0% | 0.01% | +7.7% | |
| AZN | ASTRAZENECA PLCsponsored adr | $35,000 | +12.9% | 534 | 0.0% | 0.01% | +7.7% | |
| IEP | ICAHN ENTERPRISES LPdepositary unit | $34,000 | +3.0% | 660 | 0.0% | 0.01% | +7.7% | |
| FDUS | FIDUS INVT CORP | $35,000 | +12.9% | 1,742 | 0.0% | 0.01% | +7.7% | |
| BRG | BLUEROCK RESIDENTIAL GWT REI | $35,000 | 0.0% | 1,312 | 0.0% | 0.01% | 0.0% | |
| NI | NISOURCE INC | $32,000 | +14.3% | 1,000 | 0.0% | 0.01% | +18.2% | |
| OKTA | Buy | OKTA INCcl a | $32,000 | -30.4% | 212 | +2.9% | 0.01% | -31.6% |
| TPVG | TRIPLEPOINT VENTURE GROWTH B | $31,000 | 0.0% | 1,750 | 0.0% | 0.01% | 0.0% | |
| AZPN | ASPEN TECHNOLOGY INC | $33,000 | +6.5% | 201 | 0.0% | 0.01% | 0.0% | |
| BLK | BLACKROCK INC | $32,000 | -15.8% | 42 | 0.0% | 0.01% | -13.3% | |
| TDTT | FLEXSHARES TRiboxx 3r targt | $29,000 | 0.0% | 1,105 | 0.0% | 0.01% | 0.0% | |
| ETN | EATON CORP PLC | $29,000 | -14.7% | 194 | 0.0% | 0.01% | -14.3% | |
| XLC | SELECT SECTOR SPDR TR | $30,000 | -11.8% | 438 | 0.0% | 0.01% | -14.3% | |
| ITB | ISHARES TRus home cons etf | $30,000 | -26.8% | 500 | 0.0% | 0.01% | -29.4% | |
| ECH | ISHARES INCmsci chile etf | $29,000 | +26.1% | 1,000 | 0.0% | 0.01% | +33.3% | |
| EFX | Buy | EQUIFAX INC | $30,000 | -11.8% | 126 | +8.6% | 0.01% | -14.3% |
| RIO | RIO TINTO PLCsponsored adr | $29,000 | +20.8% | 355 | 0.0% | 0.01% | +20.0% | |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $27,000 | -6.9% | 510 | +100.0% | 0.01% | -8.3% |
| X | UNITED STATES STL CORP NEW | $26,000 | +52.9% | 700 | 0.0% | 0.01% | +57.1% | |
| NRG | NRG ENERGY INC | $27,000 | -10.0% | 701 | 0.0% | 0.01% | -8.3% | |
| EBF | ENNIS INC | $26,000 | -3.7% | 1,400 | 0.0% | 0.01% | 0.0% | |
| AL | AIR LEASE CORPcl a | $28,000 | 0.0% | 625 | 0.0% | 0.01% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $26,000 | +36.8% | 623 | 0.0% | 0.01% | +37.5% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $27,000 | -3.6% | 208 | 0.0% | 0.01% | 0.0% | |
| TRMK | TRUSTMARK CORP | $24,000 | -7.7% | 800 | 0.0% | 0.01% | -9.1% | |
| PETS | PETMED EXPRESS INC | $25,000 | +4.2% | 960 | 0.0% | 0.01% | 0.0% | |
| CODI | COMPASS DIVERSIFIEDsh ben int | $25,000 | -24.2% | 1,064 | 0.0% | 0.01% | -23.1% | |
| SO | SOUTHERN CO | $24,000 | +4.3% | 334 | 0.0% | 0.01% | +11.1% | |
| MMM | 3M CO | $25,000 | -16.7% | 167 | 0.0% | 0.01% | -16.7% | |
| SONY | SONY GROUP CORPORATIONsponsored adr | $23,000 | -17.9% | 224 | 0.0% | 0.01% | -18.2% | |
| MANT | MANTECH INTERNATIONAL CORPcl a | $22,000 | +22.2% | 250 | 0.0% | 0.01% | +28.6% | |
| PAYX | PAYCHEX INC | $23,000 | 0.0% | 167 | 0.0% | 0.01% | 0.0% | |
| IBB | ISHARES TRishares biotech | $22,000 | -15.4% | 168 | 0.0% | 0.01% | -18.2% | |
| DOCU | Buy | DOCUSIGN INC | $23,000 | -28.1% | 214 | +0.5% | 0.01% | -30.8% |
| DNP | DNP SELECT INCOME FD INC | $22,000 | +4.8% | 1,900 | 0.0% | 0.01% | +12.5% | |
| SCCO | SOUTHERN COPPER CORP | $23,000 | +21.1% | 300 | 0.0% | 0.01% | +12.5% | |
| SFM | Sell | SPROUTS FMRS MKT INC | $22,000 | -97.2% | 689 | -97.4% | 0.01% | -97.2% |
| AME | AMETEK INC | $19,000 | -9.5% | 144 | 0.0% | 0.01% | 0.0% | |
| DUK | DUKE ENERGY CORP NEW | $19,000 | +5.6% | 167 | 0.0% | 0.01% | +14.3% | |
| ORCC | OWL ROCK CAPITAL CORPORATION | $21,000 | +5.0% | 1,400 | 0.0% | 0.01% | 0.0% | |
| GDX | VANECK ETF TRUSTgold miners etf | $21,000 | +23.5% | 535 | 0.0% | 0.01% | +14.3% | |
| PXF | Sell | INVESCO EXCH TRADED FD TR IIftse rafi dev | $21,000 | -77.4% | 447 | -77.3% | 0.01% | -78.9% |
| ABT | ABBOTT LABS | $19,000 | -17.4% | 162 | 0.0% | 0.01% | -11.1% | |
| TER | New | TERADYNE INC | $20,000 | – | 171 | +100.0% | 0.01% | – |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $21,000 | 0.0% | 271 | 0.0% | 0.01% | 0.0% | |
| GD | New | GENERAL DYNAMICS CORP | $19,000 | – | 79 | +100.0% | 0.01% | – |
| ORLY | OREILLY AUTOMOTIVE INC | $19,000 | -5.0% | 28 | 0.0% | 0.01% | 0.0% | |
| FDX | FEDEX CORP | $17,000 | -10.5% | 75 | 0.0% | 0.01% | -12.5% | |
| MU | MICRON TECHNOLOGY INC | $18,000 | -18.2% | 232 | 0.0% | 0.01% | -22.2% | |
| MCD | MCDONALDS CORP | $17,000 | -5.6% | 67 | 0.0% | 0.01% | 0.0% | |
| IEFA | ISHARES TRcore msci eafe | $17,000 | -5.6% | 243 | 0.0% | 0.01% | 0.0% | |
| ALGN | New | ALIGN TECHNOLOGY INC | $18,000 | – | 41 | +100.0% | 0.01% | – |
| GOOG | ALPHABET INCcap stk cl c | $17,000 | 0.0% | 6 | 0.0% | 0.01% | 0.0% | |
| NG | Sell | NOVAGOLD RES INC | $18,000 | -95.9% | 2,345 | -96.3% | 0.01% | -96.0% |
| TMO | THERMO FISHER SCIENTIFIC INC | $17,000 | -10.5% | 29 | 0.0% | 0.01% | -12.5% | |
| Buy | DARIOHEALTH CORP | $17,000 | -10.5% | 2,850 | +90.0% | 0.01% | -12.5% | |
| RWT | REDWOOD TR INC | $18,000 | -18.2% | 1,700 | 0.0% | 0.01% | -22.2% | |
| VWOB | Sell | VANGUARD WHITEHALL FDSemerg mkt bd etf | $17,000 | -97.6% | 240 | -97.3% | 0.01% | -97.5% |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $17,000 | -5.6% | 169 | 0.0% | 0.01% | 0.0% | |
| KLAC | KLA CORP | $14,000 | -17.6% | 39 | 0.0% | 0.01% | -14.3% | |
| USB | US BANCORP DEL | $15,000 | 0.0% | 275 | 0.0% | 0.01% | 0.0% | |
| AVGO | New | BROADCOM INC | $16,000 | – | 25 | +100.0% | 0.01% | – |
| EMR | EMERSON ELEC CO | $16,000 | 0.0% | 167 | 0.0% | 0.01% | 0.0% | |
| NUE | NUCOR CORP | $15,000 | +36.4% | 100 | 0.0% | 0.01% | +50.0% | |
| SYY | SYSCO CORP | $14,000 | +7.7% | 167 | 0.0% | 0.01% | +20.0% | |
| XPH | SPDR SER TRs&p pharmac | $14,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $16,000 | -23.8% | 1,170 | 0.0% | 0.01% | -25.0% | |
| OCSL | OAKTREE SPECIALTY LENDING CO | $15,000 | 0.0% | 2,000 | 0.0% | 0.01% | 0.0% | |
| YUM | YUM BRANDS INC | $15,000 | -11.8% | 124 | 0.0% | 0.01% | -14.3% | |
| KO | Sell | COCA COLA CO | $16,000 | 0.0% | 260 | -6.1% | 0.01% | 0.0% |
| PRFZ | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $15,000 | -31.8% | 84 | -26.3% | 0.01% | -33.3% |
| VEEV | VEEVA SYS INC | $16,000 | -15.8% | 75 | 0.0% | 0.01% | -25.0% | |
| New | SHELL PLCspon ads | $12,000 | – | 216 | +100.0% | 0.01% | – | |
| USHY | ISHARES TRbroad usd high | $12,000 | -7.7% | 319 | 0.0% | 0.01% | 0.0% | |
| HYLB | Sell | DBX ETF TRxtrack usd high | $12,000 | -25.0% | 328 | -16.1% | 0.01% | -16.7% |
| BCE | New | BCE INC | $12,000 | – | 212 | +100.0% | 0.01% | – |
| TWLO | Buy | TWILIO INCcl a | $12,000 | -36.8% | 75 | +2.7% | 0.01% | -37.5% |
| WFC | WELLS FARGO CO NEW | $12,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $13,000 | -7.1% | 171 | 0.0% | 0.01% | -16.7% | |
| AMP | AMERIPRISE FINL INC | $10,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $11,000 | -98.9% | 145 | -98.8% | 0.00% | -99.0% |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $11,000 | -21.4% | 119 | -15.6% | 0.00% | -33.3% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $9,000 | +125.0% | 87 | +97.7% | 0.00% | +100.0% |
| AMT | AMERICAN TOWER CORP NEW | $9,000 | -18.2% | 36 | 0.0% | 0.00% | 0.0% | |
| DOW | DOW INC | $10,000 | +11.1% | 163 | 0.0% | 0.00% | 0.0% | |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $11,000 | -8.3% | 440 | +100.0% | 0.00% | -20.0% |
| GLOB | GLOBANT S A | $10,000 | -23.1% | 40 | 0.0% | 0.00% | -20.0% | |
| SCHW | SCHWAB CHARLES CORP | $9,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
| NSC | NORFOLK SOUTHN CORP | $10,000 | -9.1% | 36 | 0.0% | 0.00% | 0.0% | |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $10,000 | -9.1% | 100 | 0.0% | 0.00% | 0.0% | |
| ZS | New | ZSCALER INC | $9,000 | – | 36 | +100.0% | 0.00% | – |
| SQ | BLOCK INCcl a | $7,000 | -12.5% | 52 | 0.0% | 0.00% | 0.0% | |
| OUST | OUSTER INC | $8,000 | -11.1% | 1,700 | 0.0% | 0.00% | -25.0% | |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $7,000 | +16.7% | 150 | -1.3% | 0.00% | +50.0% |
| XLB | SELECT SECTOR SPDR TRsbi materials | $8,000 | -11.1% | 95 | 0.0% | 0.00% | -25.0% | |
| DE | DEERE & CO | $7,000 | +40.0% | 16 | 0.0% | 0.00% | +50.0% | |
| AIG | AMERICAN INTL GROUP INC | $7,000 | +16.7% | 112 | 0.0% | 0.00% | +50.0% | |
| JPM | JPMORGAN CHASE & CO | $7,000 | -12.5% | 48 | 0.0% | 0.00% | 0.0% | |
| PEP | PEPSICO INC | $8,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| CVS | CVS HEALTH CORP | $8,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| CSX | CSX CORP | $7,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% | |
| BAC | Sell | BK OF AMERICA CORP | $7,000 | -41.7% | 180 | -31.6% | 0.00% | -40.0% |
| ACN | ACCENTURE PLC IRELAND | $8,000 | -20.0% | 24 | 0.0% | 0.00% | -25.0% | |
| XSLV | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $8,000 | -11.1% | 167 | 0.0% | 0.00% | -25.0% | |
| CTAS | CINTAS CORP | $7,000 | -12.5% | 17 | 0.0% | 0.00% | 0.0% | |
| TDG | TRANSDIGM GROUP INC | $5,000 | +25.0% | 7 | 0.0% | 0.00% | 0.0% | |
| MPC | MARATHON PETE CORP | $4,000 | +33.3% | 44 | 0.0% | 0.00% | +100.0% | |
| TROW | PRICE T ROWE GROUP INC | $6,000 | -25.0% | 40 | 0.0% | 0.00% | -33.3% | |
| TFC | TRUIST FINL CORP | $4,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
| CNC | CENTENE CORP DEL | $4,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| BSX | BOSTON SCIENTIFIC CORP | $4,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| VOYA | VOYA FINANCIAL INC | $4,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| UP | WHEELS UP EXPERIENCE INC | $6,000 | -33.3% | 1,850 | 0.0% | 0.00% | -50.0% | |
| UNH | UNITEDHEALTH GROUP INC | $4,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INCspon ads | $5,000 | -37.5% | 240 | 0.0% | 0.00% | -33.3% | |
| K | KELLOGG CO | $5,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $5,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| CE | CELANESE CORP DEL | $4,000 | -20.0% | 28 | 0.0% | 0.00% | 0.0% | |
| MOO | VANECK ETF TRUSTagribusiness etf | $6,000 | +20.0% | 57 | 0.0% | 0.00% | 0.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $6,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
| SYF | SYNCHRONY FINANCIAL | $5,000 | -16.7% | 136 | 0.0% | 0.00% | 0.0% | |
| HON | HONEYWELL INTL INC | $5,000 | -16.7% | 28 | 0.0% | 0.00% | 0.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $6,000 | -14.3% | 28 | 0.0% | 0.00% | -33.3% | |
| TT | TRANE TECHNOLOGIES PLC | $4,000 | -33.3% | 28 | 0.0% | 0.00% | 0.0% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $4,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| TSLA | New | TESLA INC | $5,000 | – | 5 | +100.0% | 0.00% | – |
| TXN | TEXAS INSTRS INC | $4,000 | -20.0% | 24 | 0.0% | 0.00% | 0.0% | |
| ORION OFFICE REIT INC | $6,000 | -25.0% | 430 | 0.0% | 0.00% | -33.3% | ||
| CME | CME GROUP INC | $5,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| ITW | ILLINOIS TOOL WKS INC | $4,000 | -20.0% | 20 | 0.0% | 0.00% | 0.0% | |
| LYV | LIVE NATION ENTERTAINMENT IN | $2,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| SPGI | S&P GLOBAL INC | $3,000 | -25.0% | 8 | 0.0% | 0.00% | -50.0% | |
| PXD | PIONEER NAT RES CO | $2,000 | +100.0% | 8 | 0.0% | 0.00% | – | |
| SJNK | Sell | SPDR SER TRbloomberg sht te | $2,000 | -86.7% | 91 | -83.8% | 0.00% | -83.3% |
| EXC | EXELON CORP | $2,000 | -33.3% | 44 | 0.0% | 0.00% | 0.0% | |
| DIS | Sell | DISNEY WALT CO | $2,000 | -33.3% | 15 | -25.0% | 0.00% | 0.0% |
| PYPL | PAYPAL HLDGS INC | $2,000 | -33.3% | 16 | 0.0% | 0.00% | 0.0% | |
| SRE | SEMPRA | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| CMCSA | COMCAST CORP NEWcl a | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $2,000 | +100.0% | 183 | 0.0% | 0.00% | – | |
| SYLVAMO CORP | $2,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | ||
| TMUS | T-MOBILE US INC | $2,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| TTD | THE TRADE DESK INC | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| VALE | VALE S Asponsored ads | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – | |
| VLO | VALERO ENERGY CORP | $3,000 | +50.0% | 28 | 0.0% | 0.00% | 0.0% | |
| BFLY | BUTTERFLY NETWORK INC | $3,000 | -25.0% | 580 | 0.0% | 0.00% | -50.0% | |
| NEE | NEXTERA ENERGY INC | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| LVS | LAS VEGAS SANDS CORP | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| ANET | New | ARISTA NETWORKS INC | $2,000 | – | 16 | +100.0% | 0.00% | – |
| EL | LAUDER ESTEE COS INCcl a | $2,000 | -33.3% | 8 | 0.0% | 0.00% | 0.0% | |
| PG | PROCTER AND GAMBLE CO | $2,000 | -33.3% | 16 | 0.0% | 0.00% | 0.0% | |
| LITE | LUMENTUM HLDGS INC | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| TEAM | ATLASSIAN CORP PLCcl a | $2,000 | -33.3% | 8 | 0.0% | 0.00% | 0.0% | |
| APD | AIR PRODS & CHEMS INC | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| HZNP | HORIZON THERAPEUTICS PUB L | $2,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| MDT | MEDTRONIC PLC | $3,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| ALC | ALCON AG | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| VTRS | VIATRIS INC | $0 | – | 16 | 0.0% | 0.00% | – | |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -1 | -100.0% | 0.00% | – |
| IWM | ISHARES TRrussell 2000 etf | $0 | – | 2 | 0.0% | 0.00% | – | |
| OXY | OCCIDENTAL PETE CORP | $0 | – | 8 | 0.0% | 0.00% | – | |
| ILMN | ILLUMINA INC | $1,000 | -50.0% | 4 | 0.0% | 0.00% | -100.0% | |
| FMC | FMC CORP | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $0 | -100.0% | 4 | -50.0% | 0.00% | – |
| New | CONSTELLATION ENERGY CORP | $1,000 | – | 12 | +100.0% | 0.00% | – | |
| ACRX | ACELRX PHARMACEUTICALS INC | $1,000 | -66.7% | 5,000 | 0.0% | 0.00% | -100.0% | |
| GM | GENERAL MTRS CO | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| CRON | CRONOS GROUP INC | $1,000 | 0.0% | 280 | 0.0% | 0.00% | – | |
| BA | BOEING CO | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| ACB | Buy | AURORA CANNABIS INC | $0 | – | 0 | +100.0% | 0.00% | – |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $1,000 | -99.5% | 24 | -99.5% | 0.00% | -100.0% |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -39 | -100.0% | -0.00% | – |
| PLAY | Exit | DAVE & BUSTERS ENTMT INC | $0 | – | -100 | -100.0% | -0.00% | – |
| RRC | Exit | RANGE RES CORP | $0 | – | -282 | -100.0% | -0.00% | – |
| OGN | Exit | ORGANON & CO | $0 | – | -229 | -100.0% | -0.00% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -477 | -100.0% | -0.01% | – |
| JNK | Exit | SPDR SER TRbloomberg high y | $0 | – | -242 | -100.0% | -0.01% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -375 | -100.0% | -0.02% | – |
| EMHY | Exit | ISHARES INCjp mrgn em hi bd | $0 | – | -3,575 | -100.0% | -0.06% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -3,995 | -100.0% | -0.09% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -2,766 | -100.0% | -0.09% | – |
| Exit | DERMTECH INC | $0 | – | -24,519 | -100.0% | -0.16% | – | |
| PINS | Exit | PINTEREST INCcl a | $0 | – | -11,335 | -100.0% | -0.17% | – |
| IAGG | Exit | ISHARES TRcore intl aggr | $0 | – | -15,485 | -100.0% | -0.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PHILIP MORRIS INTL INC | 32 | Q3 2023 | 38.8% |
| VANGUARD INDEX FDS | 32 | Q3 2023 | 28.4% |
| ALTRIA GROUP INC | 32 | Q3 2023 | 27.5% |
| MONDELEZ INTL INC | 32 | Q3 2023 | 1.6% |
| MICROSOFT CORP | 32 | Q3 2023 | 0.9% |
| CISCO SYS INC | 32 | Q3 2023 | 0.5% |
| CHEVRON CORP NEW | 32 | Q3 2023 | 0.5% |
| STARBUCKS CORP | 32 | Q3 2023 | 0.3% |
| PFIZER INC | 32 | Q3 2023 | 0.3% |
| SCHLUMBERGER LTD | 32 | Q3 2023 | 0.2% |
View Cedar Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
View Cedar Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.