Portfolio (Quarterly)
Guide ↗
Cedar Wealth Management, LLC
· CIK 0001665642| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | XLK | SELECT SECTOR SPDR TR | — | 637 | $92K | 0.03% | SOLD |
| 22 | IDV | ISHARES TR | — | 2,081 | $82K | 0.03% | SOLD |
| 23 | ABBV | ABBVIE INC | Healthcare | 356 | $81K | 0.02% | SOLD |
| 24 | LRCX | LAM RESEARCH CORP | Technology | 470 | $80K | 0.02% | SOLD |
| 25 | HD | HOME DEPOT INC | Consumer Cyclical | 226 | $78K | 0.02% | SOLD |
| 26 | SPHD | INVESCO EXCH TRADED FD TR II | — | 1,610 | $77K | 0.02% | SOLD |
| 27 | AMAT | APPLIED MATLS INC | Technology | 265 | $68K | 0.02% | SOLD |
| 28 | ARCC | ARES CAPITAL CORP | Financial Services | 3,302 | $67K | 0.02% | SOLD |
| 29 | NKE | NIKE INC | Consumer Cyclical | 940 | $60K | 0.02% | SOLD |
| 30 | ETN | EATON CORP PLC | Industrials | 187 | $60K | 0.02% | SOLD |
| 31 | VRT | VERTIV HOLDINGS CO | Industrials | 364 | $59K | 0.02% | SOLD |
| 32 | IEF | ISHARES TR | — | 595 | $57K | 0.02% | SOLD |
| 33 | KVUE | KENVUE INC | Consumer Defensive | 3,252 | $56K | 0.02% | SOLD |
| 34 | HYUP | DBX ETF TR | — | 1,300 | $55K | 0.02% | SOLD |
| 35 | DG | DOLLAR GEN CORP NEW | Consumer Defensive | 409 | $54K | 0.02% | SOLD |
| 36 | ARDC | ARES DYNAMIC CR ALLOCATION F | Financial Services | 4,026 | $54K | 0.02% | SOLD |
| 37 | IEI | ISHARES TR | — | 427 | $51K | 0.01% | SOLD |
| 38 | PGX | INVESCO EXCH TRADED FD TR II | — | 4,429 | $50K | 0.01% | SOLD |
| 39 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 162 | $49K | 0.01% | SOLD |
| 40 | ITB | ISHARES TR | — | 477 | $46K | 0.01% | SOLD |
Sector Allocation
Consumer Defensive
34.9%
Technology
18.7%
Communication Services
14.4%
Consumer Cyclical
8.9%
Financial Services
8.7%
Energy
7.3%
Basic Materials
6.1%
Healthcare
0.9%