Cedar Wealth Management, LLC
Top Portfolio Positions
49 positions ·
$57,696,933 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 | 20.09% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
81,649 | $5,388,017 | 9.34% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,859 | $4,560,414 | 7.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,402 | $3,416,044 | 5.92% | |
| NVDA |
Nvidia Corp
Technology
|
17,415 | $3,037,176 | 5.26% | |
| AAPL |
Apple Inc.
Technology
|
11,856 | $3,008,934 | 5.22% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
42,218 | $2,433,445 | 4.22% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,256 | $1,862,855 | 3.23% | |
| MSFT |
Microsoft Corp
Technology
|
4,679 | $1,732,025 | 3.00% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,565 | $1,480,466 | 2.57% |
Portfolio Trend
25 quarters · across all stocks
Holdings in STKL
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $250,153 | 38,604 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $146,695 | 38,604 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $226,219 | 38,604 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $223,903 | 38,604 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $187,615 | 38,604 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $297,250 | 38,604 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $246,759 | 38,677 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $244,069 | 45,198 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $310,510 | 45,198 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $249,103 | 45,540 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $153,469 | 45,540 | Shares | Sole | 2023-10-30 | |
| No 13F history on record for this holder in this stock. | ||||||