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| Name: |
Cedar Wealth Management LLC |
| City: |
WALNUT CREEK |
| State: |
CA |
| Zip: |
94596 |
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data |
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| Holdings
Found :
11 |
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Page 1 of 1 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VUG |
Vanguard Growth VIPERS |
34 |
New |
$343.82 |
$1,267,000 |
4,075 |
0.46% |
1,267,000 |
4,075 |
0.002 |
Closed - End Fund - E... |
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CFLT |
Confluent, Inc. |
88 |
New |
$29.96 |
$283,000 |
12,082 |
0.1% |
283,000 |
12,082 |
0.006 |
N/A |
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HCP |
Hashicorp, Inc. |
104 |
New |
$0.00 |
$214,000 |
9,057 |
0.08% |
214,000 |
9,057 |
0.008 |
N/A |
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XLK |
SPDR Technology Sector |
133 |
New |
$206.51 |
$81,000 |
420 |
0.03% |
81,000 |
420 |
0 |
Closed - End Fund - E... |
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AVGO |
Broadcom Limited |
153 |
New |
$1,337.51 |
$55,000 |
49 |
0.02% |
55,000 |
49 |
0 |
Semiconductor- Broad... |
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XLI |
SPDR Industrial Sector |
189 |
New |
$125.15 |
$23,000 |
200 |
0.01% |
23,000 |
200 |
0 |
Closed - End Fund - E... |
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XLB |
SPDR Materials Select Sector |
214 |
New |
$91.78 |
$15,000 |
175 |
0.01% |
15,000 |
175 |
0 |
Closed - End Fund - E... |
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IFRA |
Ishares Us Infrastructure Etf |
229 |
New |
$0.00 |
$8,000 |
200 |
0% |
8,000 |
200 |
0 |
N/A |
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XLC |
Communication Services Sele... |
233 |
New |
$81.64 |
$7,000 |
100 |
0% |
7,000 |
100 |
0 |
N/A |
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XLP |
SPDR Consmr Stpls Sector |
247 |
New |
$77.40 |
$4,000 |
50 |
0% |
4,000 |
50 |
0 |
Closed - End Fund - E... |
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KLG |
Wk Kellogg Co |
285 |
New |
$21.86 |
$0 |
20 |
0% |
0 |
20 |
0 |
N/A |
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