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 | Open |
|---|---|---|---|---|---|
| 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 NG
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $903,118 | 100,570 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $931,683 | 99,966 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,553,226 | 176,503 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,077,465 | 263,439 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $577,768 | 197,866 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $568,720 | 170,787 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $636,840 | 155,327 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,173,919 | 339,283 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $443,643 | 147,881 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $396,668 | 106,061 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $290,906 | 75,757 | Shares | Sole | 2023-10-30 | |
| 2022-03-31 | $18,126 | 2,345 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $436,069 | 63,567 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $416,033 | 60,470 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $410,848 | 51,292 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $444,937 | 50,792 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $25,142 | 2,600 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $30,914 | 2,600 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $15,606 | 1,700 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $5,166 | 700 | Shares | Sole | 2020-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||