$203 Million is the total value of Cedar Wealth Management, LLC's 301 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 17.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $32,767,804 | -11.5% | 171,389 | -17.0% | 16.18% | -12.1% |
| PM | Sell | PHILIP MORRIS INTL INC | $21,977,448 | +19.7% | 217,147 | -1.8% | 10.85% | +19.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $21,703,787 | +178.0% | 287,315 | +144.5% | 10.72% | +176.2% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $16,619,284 | +3.4% | 252,343 | -1.2% | 8.21% | +2.8% |
| MO | Sell | ALTRIA GROUP INC | $10,216,779 | +10.5% | 223,513 | -2.4% | 5.04% | +9.8% |
| IDHQ | Buy | INVESCO EXCH TRADED FD TR IIs&p intl qulty | $7,197,212 | +17.2% | 290,973 | +0.1% | 3.55% | +16.4% |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $6,573,617 | – | 136,269 | +100.0% | 3.25% | – |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $5,720,595 | +3.0% | 20,728 | +0.4% | 2.82% | +2.3% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $4,909,801 | +13.0% | 70,513 | +0.6% | 2.42% | +12.2% |
| DGRO | Sell | ISHARES TRcore div grwth | $3,564,413 | -6.1% | 71,288 | -16.5% | 1.76% | -6.7% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $3,425,174 | +63.3% | 15,521 | +53.2% | 1.69% | +62.3% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $3,257,719 | +21.5% | 48,878 | -0.1% | 1.61% | +20.8% |
| SPGP | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $2,906,839 | +8.3% | 35,192 | -1.9% | 1.44% | +7.6% |
| SFBS | SERVISFIRST BANCSHARES INC | $2,361,959 | -13.9% | 34,276 | 0.0% | 1.17% | -14.5% | |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $2,230,978 | -7.0% | 50,704 | -16.0% | 1.10% | -7.6% |
| USMV | Sell | ISHARES TRmsci usa min vol | $1,985,239 | -14.7% | 27,535 | -21.8% | 0.98% | -15.2% |
| HYGV | Buy | FLEXSHARES TRhig yld vl etf | $1,973,033 | +9.6% | 49,512 | +7.5% | 0.97% | +8.8% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,765,885 | +255.3% | 20,188 | +192.8% | 0.87% | +253.0% |
| MSFT | Sell | MICROSOFT CORP | $1,532,837 | +0.4% | 6,392 | -2.5% | 0.76% | -0.3% |
| LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $1,514,452 | +0.2% | 16,067 | +0.7% | 0.75% | -0.4% |
| RIG | Sell | TRANSOCEAN LTD | $1,271,478 | -6.1% | 278,833 | -49.1% | 0.63% | -6.7% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,267,888 | +3522.5% | 9,333 | +3129.4% | 0.63% | +3582.4% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $1,251,343 | +47.6% | 18,954 | +30.8% | 0.62% | +46.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,104,428 | -0.3% | 4,148 | +0.0% | 0.54% | -1.1% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $1,073,762 | +119.1% | 18,571 | +119.2% | 0.53% | +117.2% |
| PRGO | Buy | PERRIGO CO PLC | $1,057,472 | +36.1% | 31,020 | +42.4% | 0.52% | +35.2% |
| XT | Sell | ISHARES TRexponential tech | $1,025,732 | +4.0% | 21,667 | -2.1% | 0.51% | +3.3% |
| F | Sell | FORD MTR CO DEL | $1,020,486 | -0.1% | 87,746 | -3.8% | 0.50% | -0.6% |
| AMZN | Sell | AMAZON COM INC | $988,512 | -33.3% | 11,768 | -10.3% | 0.49% | -33.8% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $953,395 | -0.9% | 5,541 | +0.4% | 0.47% | -1.5% |
| GOOGL | ALPHABET INCcap stk cl a | $953,590 | -7.8% | 10,808 | 0.0% | 0.47% | -8.4% | |
| Buy | ANNALY CAPITAL MANAGEMENT IN | $950,856 | +84.6% | 45,107 | +50.3% | 0.47% | +83.2% | |
| VOO | Buy | VANGUARD INDEX FDS | $922,424 | +11.5% | 2,625 | +4.2% | 0.46% | +10.7% |
| AAPL | APPLE INC | $895,639 | -6.0% | 6,893 | 0.0% | 0.44% | -6.8% | |
| GLD | Sell | SPDR GOLD TR | $815,120 | -20.1% | 4,805 | -27.1% | 0.40% | -20.7% |
| OEF | Sell | ISHARES TRs&p 100 etf | $812,663 | -14.3% | 4,764 | -18.3% | 0.40% | -14.9% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $784,881 | -0.9% | 19,375 | -7.5% | 0.39% | -1.5% |
| EEM | ISHARES TRmsci emg mkt etf | $773,804 | +8.7% | 20,417 | 0.0% | 0.38% | +7.9% | |
| EWJ | Sell | ISHARES INCmsci jpn etf new | $745,447 | -53.4% | 13,693 | -58.2% | 0.37% | -53.7% |
| BAX | Buy | BAXTER INTL INC | $718,830 | -4.9% | 14,103 | +0.4% | 0.36% | -5.6% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $719,819 | -38.7% | 7,230 | -37.0% | 0.36% | -39.2% |
| UUP | New | INVESCO DB US DLR INDEX TRbullish fd | $708,515 | – | 25,477 | +100.0% | 0.35% | – |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $701,850 | +23.6% | 28,289 | +19.2% | 0.35% | +23.0% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $689,918 | +25.9% | 23,733 | +9.0% | 0.34% | +25.4% |
| GO | Buy | GROCERY OUTLET HLDG CORP | $675,252 | +9.6% | 23,133 | +25.0% | 0.33% | +8.8% |
| GOLD | Sell | BARRICK GOLD CORP | $639,422 | -30.2% | 37,219 | -37.0% | 0.32% | -30.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $630,242 | +3.7% | 15,996 | -0.1% | 0.31% | +3.0% |
| T | Sell | AT&T INC | $620,399 | -39.5% | 33,699 | -49.6% | 0.31% | -40.0% |
| MRK | Sell | MERCK & CO INC | $606,418 | -5.7% | 5,466 | -26.8% | 0.30% | -6.6% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $593,780 | +14.4% | 5,487 | +0.3% | 0.29% | +13.6% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $572,222 | -16.6% | 15,478 | -23.2% | 0.28% | -17.0% |
| RH | RH | $546,938 | +8.5% | 2,047 | 0.0% | 0.27% | +8.0% | |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $539,765 | -9.9% | 9,715 | -9.5% | 0.27% | -10.4% |
| AMPLITUDE INC | $533,477 | -21.9% | 44,162 | 0.0% | 0.26% | -22.4% | ||
| V | Buy | VISA INC | $520,231 | +19.6% | 2,504 | +2.2% | 0.26% | +19.0% |
| FUTY | Sell | FIDELITY COVINGTON TRUSTmsci utils index | $519,885 | -9.0% | 11,406 | -15.7% | 0.26% | -9.5% |
| EUDG | Sell | WISDOMTREE TReuro qtly div gr | $518,909 | -55.2% | 19,024 | -62.0% | 0.26% | -55.5% |
| QDF | Buy | FLEXSHARES TRqualt divd idx | $514,296 | +11.8% | 9,777 | +0.5% | 0.25% | +10.9% |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $505,008 | -58.6% | 9,450 | -63.0% | 0.25% | -59.0% |
| QDEF | Buy | FLEXSHARES TRqlt div def idx | $487,922 | +12.4% | 9,483 | +0.3% | 0.24% | +11.6% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $488,099 | -84.1% | 8,804 | -86.7% | 0.24% | -84.2% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $479,276 | -65.7% | 10,261 | -64.7% | 0.24% | -65.9% |
| LLY | Sell | LILLY ELI & CO | $460,593 | -14.7% | 1,259 | -24.6% | 0.23% | -15.3% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $435,240 | +15.8% | 1,409 | 0.0% | 0.22% | +15.0% | |
| TWLO | Buy | TWILIO INCcl a | $390,554 | +4781.9% | 7,977 | +6717.9% | 0.19% | +4725.0% |
| SAVE | SPIRIT AIRLS INC | $385,275 | +3.6% | 19,778 | 0.0% | 0.19% | +2.7% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $351,920 | +10.0% | 3,995 | 0.0% | 0.17% | +9.4% | |
| JNJ | Buy | JOHNSON & JOHNSON | $345,874 | +158.1% | 1,958 | +139.4% | 0.17% | +155.2% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $339,740 | -2.4% | 4,819 | -9.4% | 0.17% | -2.9% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $328,799 | +11.1% | 9,614 | -1.5% | 0.16% | +10.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $317,417 | -14.2% | 830 | -19.8% | 0.16% | -14.7% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $310,606 | -15.4% | 1,524 | -22.0% | 0.15% | -15.9% |
| CVX | CHEVRON CORP NEW | $309,979 | +25.0% | 1,727 | 0.0% | 0.15% | +24.4% | |
| PBR | Buy | PETROLEO BRASILEIRO SA PETROsponsored adr | $309,798 | +785.1% | 29,089 | +921.7% | 0.15% | +800.0% |
| PENN | Buy | PENN ENTERTAINMENT INC | $308,732 | +40.3% | 10,395 | +30.0% | 0.15% | +39.4% |
| NEM | NEWMONT CORP | $287,259 | +12.2% | 6,086 | 0.0% | 0.14% | +11.8% | |
| DECK | DECKERS OUTDOOR CORP | $279,811 | +27.8% | 701 | 0.0% | 0.14% | +26.6% | |
| O | REALTY INCOME CORP | $272,749 | +9.1% | 4,300 | 0.0% | 0.14% | +8.9% | |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $271,227 | -0.6% | 1,266 | -2.4% | 0.13% | -1.5% |
| DVY | ISHARES TRselect divid etf | $265,441 | +12.5% | 2,201 | 0.0% | 0.13% | +12.0% | |
| FB | META PLATFORMS INCcl a | $257,287 | -11.3% | 2,138 | 0.0% | 0.13% | -11.8% | |
| SBUX | STARBUCKS CORP | $253,555 | +17.9% | 2,556 | 0.0% | 0.12% | +16.8% | |
| CPRI | Sell | CAPRI HOLDINGS LIMITED | $246,877 | -25.6% | 4,307 | -50.1% | 0.12% | -26.1% |
| FE | FIRSTENERGY CORP | $243,252 | +13.1% | 5,800 | 0.0% | 0.12% | +12.1% | |
| SHV | Buy | ISHARES TRshort treas bd | $241,824 | +449.6% | 2,200 | +450.0% | 0.12% | +440.9% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $237,486 | -20.6% | 1,564 | -29.2% | 0.12% | -21.5% |
| ABBV | Sell | ABBVIE INC | $235,627 | +12.2% | 1,458 | -6.9% | 0.12% | +11.5% |
| KHC | Sell | KRAFT HEINZ CO | $226,836 | -20.1% | 5,572 | -34.5% | 0.11% | -20.6% |
| PDD | PINDUODUO INCsponsored ads | $222,713 | +30.2% | 2,731 | 0.0% | 0.11% | +29.4% | |
| PLD | PROLOGIS INC. | $213,511 | +11.2% | 1,894 | 0.0% | 0.10% | +10.5% | |
| GPC | GENUINE PARTS CO | $208,212 | +16.3% | 1,200 | 0.0% | 0.10% | +15.7% | |
| JIG | Sell | J P MORGAN EXCHANGE TRADED Finternl gwt | $196,548 | -56.3% | 3,743 | -60.9% | 0.10% | -56.7% |
| CRM | SALESFORCE INC | $195,438 | -7.8% | 1,474 | 0.0% | 0.10% | -8.6% | |
| EGO | ELDORADO GOLD CORP NEW | $174,348 | +38.4% | 20,855 | 0.0% | 0.09% | +36.5% | |
| IVV | Buy | ISHARES TRcore s&p500 etf | $174,816 | +57.5% | 455 | +47.2% | 0.09% | +56.4% |
| ADBE | ADOBE SYSTEMS INCORPORATED | $165,573 | +22.6% | 492 | 0.0% | 0.08% | +22.4% | |
| NKE | NIKE INCcl b | $165,716 | +40.4% | 1,416 | 0.0% | 0.08% | +39.0% | |
| XOM | EXXON MOBIL CORP | $158,170 | +26.5% | 1,434 | 0.0% | 0.08% | +25.8% | |
| New | DRAFTKINGS INC NEW | $148,469 | – | 13,035 | +100.0% | 0.07% | – | |
| PFE | PFIZER INC | $144,979 | +16.9% | 2,829 | 0.0% | 0.07% | +16.1% | |
| TQQQ | New | PROSHARES TRultrapro qqq | $145,856 | – | 8,431 | +100.0% | 0.07% | – |
| HD | Sell | HOME DEPOT INC | $137,059 | +0.8% | 434 | -12.1% | 0.07% | 0.0% |
| VDE | New | VANGUARD WORLD FDSenergy etf | $136,440 | – | 1,125 | +100.0% | 0.07% | – |
| HTGC | HERCULES CAPITAL INC | $129,014 | +14.2% | 9,759 | 0.0% | 0.06% | +14.3% | |
| MSOS | ADVISORSHARES TRpure us cannabis | $124,813 | -21.5% | 17,856 | 0.0% | 0.06% | -21.5% | |
| DG | DOLLAR GEN CORP NEW | $125,306 | +2.7% | 509 | 0.0% | 0.06% | +1.6% | |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $119,783 | +28.8% | 2,653 | +21.4% | 0.06% | +28.3% |
| GILD | Sell | GILEAD SCIENCES INC | $111,605 | +31.3% | 1,300 | -5.2% | 0.06% | +31.0% |
| VGT | VANGUARD WORLD FDSinf tech etf | $106,364 | +4.3% | 333 | 0.0% | 0.05% | +3.9% | |
| Sell | DIMENSIONAL ETF TRUSTworld ex us core | $101,719 | -97.9% | 4,709 | -98.2% | 0.05% | -98.0% | |
| VYMI | VANGUARD WHITEHALL FDSintl high etf | $101,269 | +15.1% | 1,700 | 0.0% | 0.05% | +13.6% | |
| NOW | SERVICENOW INC | $97,456 | +2.6% | 251 | 0.0% | 0.05% | +2.1% | |
| NMFC | NEW MTN FIN CORP | $94,012 | +6.8% | 7,600 | 0.0% | 0.05% | +4.5% | |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $90,614 | -86.9% | 2,330 | -88.4% | 0.04% | -86.9% |
| INTC | INTEL CORP | $88,037 | +2.4% | 3,331 | 0.0% | 0.04% | 0.0% | |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $84,862 | -37.1% | 1,208 | -45.5% | 0.04% | -37.3% |
| ABB | ABB LTDsponsored adr | $83,765 | +18.0% | 2,750 | 0.0% | 0.04% | +17.1% | |
| PXF | Sell | INVESCO EXCH TRADED FD TR IIftse rafi dev | $80,297 | +13.1% | 1,933 | -3.9% | 0.04% | +14.3% |
| ACWI | ISHARES TRmsci acwi etf | $81,909 | +9.2% | 965 | 0.0% | 0.04% | +8.1% | |
| ARCC | ARES CAPITAL CORP | $79,458 | +8.8% | 4,302 | 0.0% | 0.04% | +8.3% | |
| MS | MORGAN STANLEY | $78,388 | +7.4% | 922 | 0.0% | 0.04% | +8.3% | |
| NRZ | RITHM CAPITAL CORP | $78,432 | +12.0% | 9,600 | 0.0% | 0.04% | +11.4% | |
| NVS | Sell | NOVARTIS AGsponsored adr | $74,935 | +10.2% | 826 | -7.9% | 0.04% | +8.8% |
| AMD | ADVANCED MICRO DEVICES INC | $72,089 | +1.5% | 1,113 | 0.0% | 0.04% | +2.9% | |
| SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $70,566 | +12.0% | 1,610 | 0.0% | 0.04% | +12.9% | |
| ANTM | ELEVANCE HEALTH INC | $71,816 | +12.2% | 140 | 0.0% | 0.04% | +9.4% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $69,384 | +6.7% | 1,780 | 0.0% | 0.03% | +6.2% | |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $67,620 | +5.7% | 500 | -4.8% | 0.03% | +3.1% |
| COST | COSTCO WHSL CORP NEW | $65,407 | -3.8% | 143 | 0.0% | 0.03% | -5.9% | |
| NVDA | Sell | NVIDIA CORPORATION | $64,594 | -28.2% | 442 | -40.4% | 0.03% | -28.9% |
| WPC | WP CAREY INC | $62,520 | +11.6% | 800 | 0.0% | 0.03% | +10.7% | |
| ROP | Sell | ROPER TECHNOLOGIES INC | $61,795 | -10.4% | 143 | -25.5% | 0.03% | -8.8% |
| INTU | Sell | INTUIT | $60,718 | -16.8% | 156 | -17.5% | 0.03% | -16.7% |
| AMAT | APPLIED MATLS INC | $58,773 | +19.9% | 604 | 0.0% | 0.03% | +20.8% | |
| ADM | ARCHER DANIELS MIDLAND CO | $55,710 | +16.1% | 600 | 0.0% | 0.03% | +16.7% | |
| WSO | WATSCO INC | $57,362 | -2.8% | 230 | 0.0% | 0.03% | -3.4% | |
| IDV | ISHARES TRintl sel div etf | $56,520 | +20.3% | 2,081 | 0.0% | 0.03% | +21.7% | |
| PLBY | PLBY GROUP INC | $55,176 | -31.9% | 20,064 | 0.0% | 0.03% | -32.5% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $53,772 | +7.5% | 1,200 | 0.0% | 0.03% | +8.0% | |
| HYUP | DBX ETF TRxtrackers high | $54,983 | +3.7% | 1,424 | 0.0% | 0.03% | +3.8% | |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $51,752 | -5.9% | 4,629 | 0.0% | 0.03% | -3.7% | |
| ORCL | ORACLE CORP | $52,314 | +34.1% | 640 | 0.0% | 0.03% | +36.8% | |
| RS | RELIANCE STEEL & ALUMINUM CO | $50,610 | +15.0% | 250 | 0.0% | 0.02% | +13.6% | |
| TRIP | TRIPADVISOR INC | $50,344 | -18.8% | 2,800 | 0.0% | 0.02% | -19.4% | |
| ENB | ENBRIDGE INC | $48,406 | +5.2% | 1,238 | 0.0% | 0.02% | +4.3% | |
| LRCX | LAM RESEARCH CORP | $48,755 | +16.1% | 116 | 0.0% | 0.02% | +14.3% | |
| WRK | WESTROCK CO | $49,224 | +14.5% | 1,400 | 0.0% | 0.02% | +14.3% | |
| VMW | VMWARE INC | $49,104 | +14.2% | 400 | 0.0% | 0.02% | +14.3% | |
| SPLK | SPLUNK INC | $46,833 | +14.2% | 544 | 0.0% | 0.02% | +15.0% | |
| ASML | ASML HOLDING N V | $46,990 | +30.5% | 86 | 0.0% | 0.02% | +27.8% | |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $45,552 | -93.4% | 975 | -94.0% | 0.02% | -93.6% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $43,010 | -8.5% | 333 | 0.0% | 0.02% | -8.7% | |
| STAG | STAG INDL INC | $42,003 | +13.5% | 1,300 | 0.0% | 0.02% | +16.7% | |
| ALB | ALBEMARLE CORP | $43,155 | -18.6% | 199 | 0.0% | 0.02% | -19.2% | |
| STOR | STORE CAP CORP | $41,678 | +1.7% | 1,300 | 0.0% | 0.02% | +5.0% | |
| AU | ANGLOGOLD ASHANTI LIMITEDsponsored adr | $39,811 | +42.2% | 2,050 | 0.0% | 0.02% | +42.9% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $39,890 | +5.0% | 167 | 0.0% | 0.02% | +5.3% | |
| CSCO | Sell | CISCO SYS INC | $38,588 | -46.4% | 810 | -55.0% | 0.02% | -47.2% |
| MPW | MEDICAL PPTYS TRUST INC | $38,990 | -7.2% | 3,500 | 0.0% | 0.02% | -9.5% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $37,852 | +2.3% | 526 | 0.0% | 0.02% | +5.6% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $38,683 | +28.9% | 469 | +25.1% | 0.02% | +26.7% |
| IGF | ISHARES TRglb infrastr etf | $36,351 | +10.2% | 793 | 0.0% | 0.02% | +12.5% | |
| DEM | WISDOMTREE TRemer mkt high fd | $35,640 | +8.0% | 1,000 | 0.0% | 0.02% | +12.5% | |
| BIDU | Sell | BAIDU INCspon adr rep a | $35,458 | -26.1% | 310 | -24.4% | 0.02% | -25.0% |
| AZN | ASTRAZENECA PLCsponsored adr | $36,205 | +24.8% | 534 | 0.0% | 0.02% | +28.6% | |
| GPN | GLOBAL PMTS INC | $36,351 | -9.1% | 366 | 0.0% | 0.02% | -10.0% | |
| EFAV | ISHARES TRmsci eafe min vl | $35,677 | +11.5% | 561 | 0.0% | 0.02% | +12.5% | |
| WMT | WALMART INC | $32,045 | +10.5% | 226 | 0.0% | 0.02% | +14.3% | |
| IEP | ICAHN ENTERPRISES LPdepositary unit | $32,163 | +0.5% | 635 | 0.0% | 0.02% | 0.0% | |
| JETS | ETF SER SOLUTIONSus glb jets | $30,744 | +13.9% | 1,800 | 0.0% | 0.02% | +15.4% | |
| PNNT | PENNANTPARK INVT CORP | $30,993 | +6.9% | 5,390 | 0.0% | 0.02% | +7.1% | |
| KR | KROGER CO | $31,206 | +0.7% | 700 | 0.0% | 0.02% | 0.0% | |
| ITB | ISHARES TRus home cons etf | $30,303 | +16.6% | 500 | 0.0% | 0.02% | +15.4% | |
| EBF | ENNIS INC | $31,024 | +10.8% | 1,400 | 0.0% | 0.02% | +7.1% | |
| MELI | MERCADOLIBRE INC | $30,465 | +1.6% | 36 | 0.0% | 0.02% | 0.0% | |
| BLK | BLACKROCK INC | $29,762 | +29.4% | 42 | 0.0% | 0.02% | +36.4% | |
| EMXC | Sell | ISHARES INCmsci emrg chn | $28,007 | -98.3% | 590 | -98.4% | 0.01% | -98.3% |
| EFX | EQUIFAX INC | $28,377 | +13.5% | 146 | 0.0% | 0.01% | +16.7% | |
| IP | INTERNATIONAL PAPER CO | $27,704 | +10.8% | 800 | 0.0% | 0.01% | +16.7% | |
| NI | NISOURCE INC | $27,420 | +9.7% | 1,000 | 0.0% | 0.01% | +16.7% | |
| REGN | REGENERON PHARMACEUTICALS | $28,860 | +3.1% | 40 | 0.0% | 0.01% | 0.0% | |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $28,989 | +16.0% | 900 | 0.0% | 0.01% | +16.7% | |
| TRMK | TRUSTMARK CORP | $27,928 | +11.7% | 800 | 0.0% | 0.01% | +16.7% | |
| ETN | EATON CORP PLC | $29,350 | +17.4% | 187 | 0.0% | 0.01% | +16.7% | |
| NIE | VIRTUS EQUITY & CONV INCM FD | $27,290 | -9.0% | 1,497 | 0.0% | 0.01% | -13.3% | |
| ECH | ISHARES INCmsci chile etf | $27,090 | +12.9% | 1,000 | 0.0% | 0.01% | +8.3% | |
| SO | SOUTHERN CO | $23,851 | +3.7% | 334 | 0.0% | 0.01% | +9.1% | |
| AL | AIR LEASE CORPcl a | $24,013 | +26.4% | 625 | 0.0% | 0.01% | +33.3% | |
| ORLY | OREILLY AUTOMOTIVE INC | $23,633 | +18.2% | 28 | 0.0% | 0.01% | +20.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $24,332 | +5.8% | 267 | 0.0% | 0.01% | +9.1% | |
| CZR | CAESARS ENTERTAINMENT INC NE | $21,840 | +28.5% | 525 | 0.0% | 0.01% | +37.5% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $21,339 | +12.3% | 208 | 0.0% | 0.01% | +22.2% | |
| DNP | DNP SELECT INCOME FD INC | $21,375 | +6.9% | 1,900 | 0.0% | 0.01% | +10.0% | |
| MMM | 3M CO | $20,027 | +11.3% | 167 | 0.0% | 0.01% | +11.1% | |
| CODI | COMPASS DIVERSIFIEDsh ben int | $19,397 | +2.1% | 1,064 | 0.0% | 0.01% | +11.1% | |
| PAYX | PAYCHEX INC | $19,299 | +1.6% | 167 | 0.0% | 0.01% | +11.1% | |
| FDUS | FIDUS INVT CORP | $18,878 | +11.0% | 992 | 0.0% | 0.01% | +12.5% | |
| MCD | MCDONALDS CORP | $17,657 | +17.7% | 67 | 0.0% | 0.01% | +28.6% | |
| SLB | SCHLUMBERGER LTD | $18,711 | +43.9% | 350 | 0.0% | 0.01% | +50.0% | |
| BCSF | Sell | BAIN CAP SPECIALTY FIN INC | $18,838 | -56.2% | 1,583 | -55.8% | 0.01% | -57.1% |
| X | UNITED STATES STL CORP NEW | $17,535 | +34.9% | 700 | 0.0% | 0.01% | +50.0% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $15,866 | +5.8% | 213 | 0.0% | 0.01% | +14.3% | |
| PETS | PETMED EXPRESS INC | $16,992 | -10.6% | 960 | 0.0% | 0.01% | -11.1% | |
| OKTA | OKTA INCcl a | $17,151 | +22.5% | 251 | 0.0% | 0.01% | +14.3% | |
| ABT | ABBOTT LABS | $17,017 | +13.4% | 155 | 0.0% | 0.01% | +14.3% | |
| ORCC | OWL ROCK CAPITAL CORPORATION | $16,170 | +7.8% | 1,400 | 0.0% | 0.01% | +14.3% | |
| PHB | Sell | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $17,120 | -97.5% | 1,000 | -97.6% | 0.01% | -97.6% |
| GDX | VANECK ETF TRUSTgold miners etf | $15,333 | +17.9% | 535 | 0.0% | 0.01% | +33.3% | |
| EMR | EMERSON ELEC CO | $16,042 | +33.7% | 167 | 0.0% | 0.01% | +33.3% | |
| DUK | DUKE ENERGY CORP NEW | $17,199 | +7.5% | 167 | 0.0% | 0.01% | 0.0% | |
| TER | TERADYNE INC | $14,937 | +14.9% | 171 | 0.0% | 0.01% | +16.7% | |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $15,183 | +38.0% | 99 | +26.9% | 0.01% | +40.0% |
| NUE | NUCOR CORP | $13,181 | +19.8% | 100 | 0.0% | 0.01% | +40.0% | |
| YUM | YUM BRANDS INC | $15,113 | +16.3% | 118 | 0.0% | 0.01% | +16.7% | |
| FIRST WATCH RESTAURANT GROUP | $13,530 | -3.4% | 1,000 | 0.0% | 0.01% | 0.0% | ||
| SHELL PLCspon ads | $12,301 | +11.8% | 216 | 0.0% | 0.01% | +20.0% | ||
| DARIOHEALTH CORP | $12,198 | -6.2% | 2,850 | 0.0% | 0.01% | 0.0% | ||
| RWT | REDWOOD TR INC | $11,492 | +14.9% | 1,700 | 0.0% | 0.01% | +20.0% | |
| USB | US BANCORP DEL | $11,993 | +9.0% | 275 | 0.0% | 0.01% | +20.0% | |
| DOCU | DOCUSIGN INC | $11,860 | +7.8% | 214 | 0.0% | 0.01% | +20.0% | |
| FDX | FEDEX CORP | $12,990 | +18.1% | 75 | 0.0% | 0.01% | +20.0% | |
| VEEV | VEEVA SYS INC | $12,104 | +0.9% | 75 | 0.0% | 0.01% | 0.0% | |
| KO | COCA COLA CO | $11,967 | +8.8% | 188 | 0.0% | 0.01% | +20.0% | |
| SYY | SYSCO CORP | $12,767 | +6.4% | 167 | 0.0% | 0.01% | 0.0% | |
| AMP | AMERIPRISE FINL INC | $9,341 | +16.8% | 30 | 0.0% | 0.01% | +25.0% | |
| ALGN | ALIGN TECHNOLOGY INC | $10,545 | +5.4% | 50 | 0.0% | 0.01% | 0.0% | |
| AME | AMETEK INC | $10,060 | +25.8% | 72 | 0.0% | 0.01% | +25.0% | |
| GOOG | ALPHABET INCcap stk cl c | $10,648 | -11.3% | 120 | 0.0% | 0.01% | -16.7% | |
| DD | Sell | DUPONT DE NEMOURS INC | $9,814 | +9.0% | 143 | -16.4% | 0.01% | +25.0% |
| WFC | WELLS FARGO CO NEW | $10,323 | +3.2% | 250 | 0.0% | 0.01% | 0.0% | |
| KLAC | KLA CORP | $8,295 | +18.5% | 22 | 0.0% | 0.00% | +33.3% | |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $8,619 | +7.7% | 100 | 0.0% | 0.00% | 0.0% | |
| DOW | Sell | DOW INC | $7,155 | +2.2% | 142 | -12.9% | 0.00% | +33.3% |
| XSLV | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $7,457 | +6.5% | 167 | 0.0% | 0.00% | +33.3% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $7,511 | -24.9% | 1,170 | 0.0% | 0.00% | -20.0% | |
| TPVG | Sell | TRIPLEPOINT VENTURE GROWTH B | $6,780 | -51.6% | 650 | -50.0% | 0.00% | -57.1% |
| K | KELLOGG CO | $5,913 | -1.4% | 83 | 0.0% | 0.00% | 0.0% | |
| DE | DEERE & CO | $5,145 | +28.6% | 12 | 0.0% | 0.00% | +50.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $6,489 | +8.2% | 28 | 0.0% | 0.00% | 0.0% | |
| CVS | CVS HEALTH CORP | $6,430 | -8.1% | 69 | 0.0% | 0.00% | 0.0% | |
| BAC | BANK AMERICA CORP | $5,134 | +2.7% | 155 | 0.0% | 0.00% | +50.0% | |
| AIG | AMERICAN INTL GROUP INC | $5,312 | +32.8% | 84 | 0.0% | 0.00% | +50.0% | |
| GLOB | GLOBANT S A | $6,726 | -3.9% | 40 | 0.0% | 0.00% | 0.0% | |
| PEP | PEPSICO INC | $6,504 | +8.4% | 36 | 0.0% | 0.00% | 0.0% | |
| NSC | NORFOLK SOUTHN CORP | $4,436 | +10.9% | 18 | 0.0% | 0.00% | 0.0% | |
| MU | Sell | MICRON TECHNOLOGY INC | $3,449 | -65.5% | 69 | -67.0% | 0.00% | -60.0% |
| JPM | JPMORGAN CHASE & CO | $3,218 | +7.3% | 24 | 0.0% | 0.00% | +100.0% | |
| MPC | MARATHON PETE CORP | $3,841 | +28.0% | 33 | 0.0% | 0.00% | +100.0% | |
| New | BLUEROCK HOMES TRUST INC | $3,495 | – | 164 | +100.0% | 0.00% | – | |
| CSX | CSX CORP | $4,461 | +11.5% | 144 | 0.0% | 0.00% | 0.0% | |
| ITW | ILLINOIS TOOL WKS INC | $3,305 | +10.2% | 15 | 0.0% | 0.00% | +100.0% | |
| UNH | UNITEDHEALTH GROUP INC | $3,181 | +6.0% | 6 | 0.0% | 0.00% | +100.0% | |
| SYLVAMO CORP | $3,498 | +74.9% | 72 | 0.0% | 0.00% | +100.0% | ||
| SYF | SYNCHRONY FINANCIAL | $3,352 | +11.7% | 102 | 0.0% | 0.00% | +100.0% | |
| TT | TRANE TECHNOLOGIES PLC | $3,530 | +17.7% | 21 | 0.0% | 0.00% | +100.0% | |
| MOO | VANECK ETF TRUSTagribusiness etf | $4,893 | -2.1% | 57 | 0.0% | 0.00% | 0.0% | |
| TDG | TRANSDIGM GROUP INC | $4,408 | +10.2% | 7 | 0.0% | 0.00% | 0.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $3,330 | +11.0% | 33 | 0.0% | 0.00% | +100.0% | |
| ACN | ACCENTURE PLC IRELAND | $4,803 | -3.9% | 18 | 0.0% | 0.00% | 0.0% | |
| ZS | ZSCALER INC | $4,028 | -32.9% | 36 | 0.0% | 0.00% | -33.3% | |
| HON | HONEYWELL INTL INC | $4,500 | +12.5% | 21 | 0.0% | 0.00% | 0.0% | |
| DIS | DISNEY WALT CO | $1,303 | +30.3% | 15 | 0.0% | 0.00% | – | |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $1,508 | +50.8% | 183 | 0.0% | 0.00% | – | |
| EXC | EXELON CORP | $1,427 | +42.7% | 33 | 0.0% | 0.00% | – | |
| VALE | VALE S Asponsored ads | $1,697 | +69.7% | 100 | 0.0% | 0.00% | – | |
| VLO | VALERO ENERGY CORP | $2,664 | +33.2% | 21 | 0.0% | 0.00% | 0.0% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $1,685 | -43.8% | 16 | 0.0% | 0.00% | 0.0% | |
| CNC | CENTENE CORP DEL | $2,706 | -9.8% | 33 | 0.0% | 0.00% | 0.0% | |
| CE | CELANESE CORP DEL | $2,147 | +7.4% | 21 | 0.0% | 0.00% | 0.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $1,106 | +10.6% | 33 | 0.0% | 0.00% | – | |
| BSX | BOSTON SCIENTIFIC CORP | $2,221 | +11.0% | 48 | 0.0% | 0.00% | 0.0% | |
| Sell | ORION OFFICE REIT INC | $2,818 | -29.6% | 330 | -23.3% | 0.00% | -50.0% | |
| VOYA | VOYA FINANCIAL INC | $2,583 | -13.9% | 42 | 0.0% | 0.00% | 0.0% | |
| ANET | ARISTA NETWORKS INC | $1,456 | +45.6% | 12 | 0.0% | 0.00% | – | |
| SPGI | S&P GLOBAL INC | $1,340 | +34.0% | 4 | 0.0% | 0.00% | – | |
| NIO | NIO INCspon ads | $2,340 | -41.5% | 240 | 0.0% | 0.00% | -50.0% | |
| NEE | NEXTERA ENERGY INC | $1,505 | +50.5% | 18 | 0.0% | 0.00% | – | |
| PXD | PIONEER NAT RES CO | $1,370 | +37.0% | 6 | 0.0% | 0.00% | – | |
| MDT | MEDTRONIC PLC | $1,554 | -22.3% | 20 | 0.0% | 0.00% | 0.0% | |
| PG | PROCTER AND GAMBLE CO | $1,819 | -9.0% | 12 | 0.0% | 0.00% | 0.0% | |
| TMUS | T-MOBILE US INC | $1,680 | -16.0% | 12 | 0.0% | 0.00% | 0.0% | |
| TXN | TEXAS INSTRS INC | $2,974 | -0.9% | 18 | 0.0% | 0.00% | 0.0% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,652 | -17.4% | 3 | 0.0% | 0.00% | 0.0% | |
| SQ | Sell | BLOCK INCcl a | $2,514 | -16.2% | 40 | -23.1% | 0.00% | 0.0% |
| LYV | Sell | LIVE NATION ENTERTAINMENT IN | $279 | -72.1% | 4 | -75.0% | 0.00% | – |
| LITE | Sell | LUMENTUM HLDGS INC | $261 | -73.9% | 5 | -75.0% | 0.00% | – |
| TTD | THE TRADE DESK INC | $807 | -19.3% | 18 | 0.0% | 0.00% | – | |
| New | ATLASSIAN CORPORATIONcl a | $772 | – | 6 | +100.0% | 0.00% | – | |
| CONSTELLATION ENERGY CORP | $776 | -22.4% | 9 | 0.0% | 0.00% | – | ||
| IWM | ISHARES TRrussell 2000 etf | $349 | – | 2 | 0.0% | 0.00% | – | |
| XSOE | Exit | WISDOMTREE TRem ex st-owned | $0 | – | -24 | -100.0% | 0.00% | – |
| HZNP | Sell | HORIZON THERAPEUTICS PUB L | $455 | -54.5% | 4 | -75.0% | 0.00% | – |
| GM | Sell | GENERAL MTRS CO | $135 | -86.5% | 4 | -75.0% | 0.00% | – |
| ILMN | Sell | ILLUMINA INC | $202 | -79.8% | 1 | -66.7% | 0.00% | – |
| OXY | OCCIDENTAL PETE CORP | $378 | – | 6 | 0.0% | 0.00% | – | |
| New | ACELRX PHARMACEUTICALS INC | $565 | – | 250 | +100.0% | 0.00% | – | |
| PYPL | Sell | PAYPAL HLDGS INC | $285 | -71.5% | 4 | -75.0% | 0.00% | – |
| ACB | Buy | AURORA CANNABIS INC | $0 | – | 0 | +100.0% | 0.00% | – |
| SRE | Exit | SEMPRA | $0 | – | -9 | -100.0% | 0.00% | – |
| CRON | Exit | CRONOS GROUP INC | $0 | – | -280 | -100.0% | 0.00% | – |
| LVS | Sell | LAS VEGAS SANDS CORP | $673 | -66.4% | 14 | -75.0% | 0.00% | -100.0% |
| VTRS | VIATRIS INC | $89 | – | 8 | 0.0% | 0.00% | – | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $70 | -93.0% | 2 | -91.7% | 0.00% | – |
| CME | Exit | CME GROUP INC | $0 | – | -5 | -100.0% | 0.00% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -6 | -100.0% | 0.00% | – |
| BMRN | Exit | BIOMARIN PHARMACEUTICAL INC | $0 | – | -2 | -100.0% | 0.00% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -17 | -100.0% | 0.00% | – |
| EL | Sell | LAUDER ESTEE COS INCcl a | $496 | -75.2% | 2 | -75.0% | 0.00% | -100.0% |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -20 | -100.0% | -0.00% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -10 | -100.0% | -0.00% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -40 | -100.0% | -0.00% | – |
| AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -28 | -100.0% | -0.00% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -112 | -100.0% | -0.00% | – |
| LEG | Exit | LEGGETT & PLATT INC | $0 | – | -300 | -100.0% | -0.01% | – |
| PRFZ | Exit | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $0 | – | -100 | -100.0% | -0.01% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -168 | -100.0% | -0.01% | – |
| RIO | Exit | RIO TINTO PLCsponsored adr | $0 | – | -355 | -100.0% | -0.01% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -438 | -100.0% | -0.01% | – |
| NRG | Exit | NRG ENERGY INC | $0 | – | -701 | -100.0% | -0.01% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -698 | -100.0% | -0.02% | – |
| BRG | Exit | BLUEROCK RESIDENTIAL GWT REI | $0 | – | -1,312 | -100.0% | -0.02% | – |
| SPYD | Exit | SPDR SER TRprtflo s&p500 hi | $0 | – | -1,738 | -100.0% | -0.03% | – |
| GSBD | Exit | GOLDMAN SACHS BDC INC | $0 | – | -4,313 | -100.0% | -0.03% | – |
| RWO | Exit | SPDR INDEX SHS FDSdj glb rl es etf | $0 | – | -1,632 | -100.0% | -0.03% | – |
| CHWY | Exit | CHEWY INCcl a | $0 | – | -2,330 | -100.0% | -0.04% | – |
| FNDB | Exit | SCHWAB STRATEGIC TRschwab fdt us bm | $0 | – | -1,813 | -100.0% | -0.04% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -2,000 | -100.0% | -0.04% | – |
| SCJ | Exit | ISHARES INCmsci japn smcetf | $0 | – | -1,572 | -100.0% | -0.05% | – |
| NUS | Exit | NU SKIN ENTERPRISES INCcl a | $0 | – | -3,400 | -100.0% | -0.06% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -498 | -100.0% | -0.06% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -4,163 | -100.0% | -0.08% | – |
| IEUS | Exit | ISHARES TRdevsmcp exna etf | $0 | – | -4,763 | -100.0% | -0.10% | – |
| EPV | Exit | PROSHARES TRultsht ftse euro | $0 | – | -10,152 | -100.0% | -0.10% | – |
| Exit | INVESTMENT MANAGERS SER TR Iaxs tsla bear dl | $0 | – | -4,719 | -100.0% | -0.10% | – | |
| Exit | WARNER BROS DISCOVERY INC | $0 | – | -17,833 | -100.0% | -0.10% | – | |
| IGV | Exit | ISHARES TRexpanded tech | $0 | – | -842 | -100.0% | -0.10% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -897 | -100.0% | -0.12% | – |
| Exit | DIREXION SHS ETF TRdaily tech oct21 | $0 | – | -4,362 | -100.0% | -0.12% | – | |
| GOTU | Exit | GAOTU TECHEDU INCsponsored ads | $0 | – | -247,256 | -100.0% | -0.15% | – |
| VNQI | Exit | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $0 | – | -9,085 | -100.0% | -0.17% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -8,164 | -100.0% | -0.21% | – |
| EWA | Exit | ISHARES INCmsci aust etf | $0 | – | -23,833 | -100.0% | -0.23% | – |
| FAZ | Exit | DIREXION SHS ETF TRdaily finl bear | $0 | – | -23,388 | -100.0% | -0.35% | – |
| EWC | Exit | ISHARES INCmsci cda etf | $0 | – | -22,962 | -100.0% | -0.35% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -16,686 | -100.0% | -0.37% | – |
| GUNR | Exit | FLEXSHARES TRmornstar upstr | $0 | – | -22,017 | -100.0% | -0.41% | – |
| DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -302,298 | -100.0% | -3.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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.