Cedar Wealth Management, LLC
CIK 1665642 · Holdings on Dec 31, 2024 · First reported Feb 11, 2025
Top ten holdings
Q4 2024- VTI21.18%
- SCHD12.42%
- IDHQ8.06%
- ESGV7.82%
- XLG7.59%
- PM6.10%
- SPGP5.49%
- DFAC3.78%
- SPHQ2.30%
- MO2.22%
Share classes counted separately76.96%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VTIWeight increased · +2.68 pp18.50% → 21.18%Shares -8.36K (-3.97%)
- XLGWeight increased · +2.20 pp5.39% → 7.59%Shares +55.23K (+15.12%)
- ESGVWeight increased · +1.29 pp6.53% → 7.82%Shares -837 (-0.40%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $58.57M | 21.18% | 202.08K shares | 18.50% → 21.18%+2.68 pp -8.36K (-3.97%) | Reduced | ↗▾ |
| 02 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $34.34M | 12.42% | 1.26M shares | 12.16% → 12.42%+0.26 pp +793.49K (+171.22%) | Added | ↗▾ |
| 03 | IDHQINVESCO S&P INTERNATIONAL DES&P INTL QULTY View history and evidence | $22.28M | 8.06% | 786.75K shares | 7.76% → 8.06%+0.30 pp -793 (-0.10%) | Reduced | ↗▾ |
| 04 | ESGVVANGUARD ESG US STOCK ETFESG US STK ETF View history and evidence | $21.63M | 7.82% | 206.21K shares | 6.53% → 7.82%+1.29 pp -837 (-0.40%) | Reduced | ↗▾ |
| 05 | XLGINVESCO S&P 500 TOP 50 ETFS&P 500 TOP 50 View history and evidence | $21.00M | 7.59% | 420.43K shares | 5.39% → 7.59%+2.20 pp +55.23K (+15.12%) | Added | ↗▾ |
| 06 | PMPHILIP MORRIS INTERNATIONAL View history and evidence | $16.88M | 6.10% | 140.27K shares | 5.49% → 6.10%+0.61 pp -5.56K (-3.81%) | Reduced | ↗▾ |
| 07 | SPGPINVESCO S&P 500 GARP ETFS&P 500 GARP ETF View history and evidence | $15.17M | 5.49% | 144.66K shares | 4.70% → 5.49%+0.79 pp -109 (-0.08%) | Reduced | ↗▾ |
| 08 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $10.46M | 3.78% | 302.30K shares | 3.22% → 3.78%+0.56 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | SPHQINVESCO S&P 500 QUALITY ETFS&P500 QUALITY View history and evidence | $6.37M | 2.30% | 95.06K shares | 1.66% → 2.30%+0.64 pp +15.43K (+19.37%) | Added | ↗▾ |
| 10 | MOALTRIA GROUP INC View history and evidence | $6.15M | 2.22% | 117.62K shares | 2.08% → 2.22%+0.14 pp -13.63K (-10.39%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 78
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SFBS SERVISFIRST BANCSHARES INC | Non-derivative | -35,450 | -$2.85M | SEC filing ↗ | SEC filing ↗ |
| SCHV SCHWAB US LARGE-CAP VALUE | Non-derivative | -35,128 | -$2.82M | SEC filing ↗ | SEC filing ↗ |
| VUG VANGUARD MRNGSTAR GR ETF-SUI | Non-derivative | -6,122 | -$2.35M | SEC filing ↗ | SEC filing ↗ |
3 / 78 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1665642 · Period Dec 31, 2024
Data loaded Oct 15, 2026 · First reported Feb 11, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 276566099
}Research all 193 reported holdings.
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