Cedar Wealth Management, LLC
Top Portfolio Positions
48 positions ·
$57,116,143 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PM |
Philip Morris International Inc.
Consumer Defensive
|
70,094 | $11,589,341 | 20.29% |
| MO |
Altria Group, Inc.
Consumer Defensive
|
81,649 | $5,388,017 | 9.43% |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,859 | $4,560,414 | 7.98% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,402 | $3,416,044 | 5.98% |
| NVDA |
Nvidia Corp
Technology
|
17,415 | $3,037,176 | 5.32% |
| AAPL |
Apple Inc.
Technology
|
11,856 | $3,008,934 | 5.27% |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
42,218 | $2,433,445 | 4.26% |
| META |
Meta Platforms, Inc.
Communication Services
|
3,256 | $1,862,855 | 3.26% |
| MSFT |
Microsoft Corp
Technology
|
4,679 | $1,732,025 | 3.03% |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,565 | $1,480,466 | 2.59% |
Portfolio Trend
Holdings in NE
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $335,148 | 6,830 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $226,908 | 8,035 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $227,229 | 8,035 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $213,329 | 8,035 | Shares | Sole | 2025-08-08 | |
| No quarters match your search. | ||||||