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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Cedar Wealth Management, LLC

Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001665642-23-000002

Total Value
$244.3M
Positions
301
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (301)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769210,924$43.0M17.62%
2SCHWAB STRATEGIC TR808524797377,219$27.6M11.30%
3PHILIP MORRIS INTL INC718172109208,325$20.3M8.29%
4VANGUARD WORLD FD921910733251,080$18.0M7.37%
5INVESCO EXCH TRADED FD TR IIIVZ462,305$12.2M5.00%
6ALTRIA GROUP INCMO215,989$9.6M3.94%
7DIMENSIONAL ETF TRUST25434V708302,298$7.7M3.15%
8SCHWAB STRATEGIC TR808524839160,516$7.5M3.08%
9INVESCO EXCHANGE TRADED FD TIVZ17,746$5.5M2.26%
10VANGUARD WHITEHALL FDS92194681070,798$5.2M2.14%
11SCHWAB STRATEGIC TR808524862104,591$5.1M2.09%
12VANGUARD INTL EQUITY INDEX F92204287466,486$4.1M1.66%
13ISHARES TR46428768914,986$3.5M1.44%
14MONDELEZ INTL INC60920710548,878$3.4M1.39%
15INVESCO EXCHANGE TRADED FD TIVZ35,683$3.0M1.25%
16INVESCO EXCHANGE TRADED FD TIVZ61,167$2.9M1.18%
17ISHARES INC46434G82240,104$2.4M0.96%
18FLEXSHARES TRFLEX52,870$2.2M0.88%
19SELECT SECTOR SPDR TR81369Y50623,630$2.0M0.80%
20SERVISFIRST BANCSHARES INCSFBS34,276$1.9M0.77%
21SELECT SECTOR SPDR TR81369Y20913,722$1.8M0.73%
22MICROSOFT CORPMSFT6,077$1.8M0.72%
23WISDOMTREE TRWT50,100$1.5M0.62%
24AMAZON COM INCAMZN14,326$1.5M0.61%
25SCHWAB STRATEGIC TR80852440922,047$1.4M0.59%
26VANGUARD INDEX FDS9229083633,749$1.4M0.58%
27ISHARES TR46434V62126,154$1.3M0.54%
28APPLE INCAAPL7,263$1.2M0.49%
29INVESCO QQQ TRIVZ3,719$1.2M0.49%
30ALPHABET INCGOOG11,102$1.2M0.47%
31ISHARES TR46434V38121,726$1.1M0.47%
32FORD MTR CO DEL34537086086,346$1.1M0.45%
33TRANSOCEAN LTDRIG157,618$1.0M0.41%
34PERRIGO CO PLCPRGO27,915$1.0M0.41%
35FLEXSHARES TRFLEX22,017$931,1190.38%
36SCHWAB STRATEGIC TR80852460721,759$912,3550.37%
37VANGUARD MALVERN FDS92202080519,018$909,4440.37%
38ISHARES TR4642871014,773$892,7660.37%
39SPDR GOLD TRGLD4,805$880,3720.36%
40VANGUARD SCOTTSDALE FDS92206C10214,607$855,0970.35%
41ISHARES TR46428723420,417$805,6550.33%
42SCHWAB STRATEGIC TR80852450811,694$793,4380.32%
43ISHARES INC46428650922,962$784,8580.32%
44FIDELITY COVINGTON TRUST31609285731,047$773,3810.32%
45ISHARES TR4642874327,230$769,0550.31%
46ANNALY CAPITAL MANAGEMENT INNLY-PJ39,010$745,4810.31%
47ISHARES TR46434V80324,812$731,2100.30%
48GROCERY OUTLET HLDG CORPGO25,448$719,1600.29%
49INVESCO DB US DLR INDEX TRIVZ25,477$710,2990.29%
50BARRICK GOLD CORP06790110837,299$692,6420.28%
51AT&T INCT-PC34,124$656,8870.27%
52SCHWAB STRATEGIC TR8085243009,715$633,1270.26%
53VERIZON COMMUNICATIONS INCVZ15,996$622,0840.25%
54FIDELITY COVINGTON TRUST31609286514,024$614,5320.25%
55SPDR SER TR78468R85315,600$589,2120.24%
56VANGUARD WHITEHALL FDS9219464065,500$580,2750.24%
57BAXTER INTL INC07181310914,103$572,0180.23%
58VISA INCV2,504$564,5520.23%
59AMPLITUDE INCAMPL44,162$549,3750.22%
60ISHARES INC46428610323,833$546,7260.22%
61TWILIO INCTWLO8,080$538,3700.22%
62FLEXSHARES TRFLEX9,806$534,0590.22%
63SCHWAB STRATEGIC TR8085247719,450$518,9940.21%
64FLEXSHARES TRFLEX9,497$502,7170.21%
65META PLATFORMS INCMETA2,173$460,5460.19%
66PINTEREST INCPINS16,361$446,1640.18%
67BERKSHIRE HATHAWAY INC DELBRK-A1,409$435,0570.18%
68RHRH1,638$398,9350.16%
69NEWMONT CORPNEMCL7,612$373,1400.15%
70SELECT SECTOR SPDR TR81369Y60511,014$354,1000.14%
71SPIRIT AIRLS INC84857710219,778$339,5880.14%
72SALESFORCE INCCRM1,691$337,8280.14%
73SELECT SECTOR SPDR TR81369Y8864,819$326,1980.13%
74LILLY ELI & COLLY909$312,1690.13%
75MERCK & CO INCMRK2,906$309,1360.13%
76PETROLEO BRASILEIRO SA PETRO71654V40829,089$303,3980.12%
77ISHARES TR4642876141,241$303,2120.12%
78CONFLUENT INC20717M10312,552$302,1270.12%
79ISHARES TR46429B6974,119$299,5980.12%
80SPDR S&P 500 ETF TRSPY710$290,6670.12%
81CHEVRON CORP NEWCVX1,727$281,7770.12%
82PIMCO ETF TR72201R7182,902$275,3520.11%
83REALTY INCOME CORPO4,300$272,2760.11%
84VANGUARD INDEX FDS9229086291,289$271,8760.11%
85STARBUCKS CORPSBUX2,556$266,1560.11%
86ISHARES TR4642884974,763$254,1040.10%
87DRAFTKINGS INC NEWDKNG13,035$252,3580.10%
88ISHARES TR4642886792,200$243,1000.10%
89JOHNSON & JOHNSONJNJ1,537$238,2180.10%
90PROLOGIS INC.PLDGP1,894$236,3140.10%
91FIRSTENERGY CORPFE5,800$232,3480.10%
92ISHARES TR4642871681,944$227,7980.09%
93J P MORGAN EXCHANGE TRADED F46641Q3243,743$217,5360.09%
94ADOBE SYSTEMS INCORPORATEDADBE561$216,1930.09%
95ELDORADO GOLD CORP NEW28490250920,855$216,0580.09%
96SCHWAB CHARLES CORPSCHW-PJ4,028$210,9870.09%
97GOLDMAN SACHS GROUP INCGSCE626$204,7710.08%
98CAPRI HOLDINGS LIMITEDCPRI4,307$202,4290.08%
99GENUINE PARTS COGPC1,200$200,7720.08%
100JPMORGAN CHASE & COVYLD1,534$199,8960.08%
101ALBEMARLE CORPALB-PA870$192,3050.08%
102NIKE INCNKE1,557$190,9820.08%
103INVESTMENT MANAGERS SER TR I46144X8674,138$176,0310.07%
104ABBVIE INCABBV1,026$163,5140.07%
105KRAFT HEINZ COKHC4,179$161,6020.07%
106EXXON MOBIL CORPXOM1,434$157,2520.06%
107PENN ENTERTAINMENT INCPENN5,190$153,9350.06%
108ZHIHU INCZHIHF119,453$151,7050.06%
109ISHARES TR464287200353$145,1110.06%
110NVIDIA CORPORATIONNVDA494$137,2180.06%
111VANGUARD WORLD FDS92204A702333$128,3620.05%
112HOME DEPOT INCHD434$127,9860.05%
113HERCULES CAPITAL INCHCXY9,759$125,7940.05%
114SCHWAB STRATEGIC TR8085242012,554$123,5370.05%
115SERVICENOW INCNOW263$122,2210.05%
116INTEL CORPINTC3,716$121,4010.05%
117VANGUARD WORLD FDS92204A3061,054$120,3980.05%
118DIMENSIONAL ETF TRUST25434V8804,709$108,5940.04%
119ISHARES INC4642865821,572$107,2930.04%
120DOLLAR GEN CORP NEW256677105509$107,0940.04%
121VANGUARD WHITEHALL FDS9219467941,700$105,3150.04%
122ADVISORSHARES TR00768Y45317,856$101,6010.04%
123ABB LTDABLZF2,923$100,2590.04%
124SPDR SER TR78464A5082,330$94,8780.04%
125DECKERS OUTDOOR CORPDECK208$93,5060.04%
126NEW MTN FIN CORP6475511007,600$92,4920.04%
127ISHARES TR464288257965$87,9690.04%
128MICROCHIP TECHNOLOGY INC.MCHPP1,036$86,7960.04%
129INTUITINTU184$82,0330.03%
130ARES CAPITAL CORPARCC4,302$78,6190.03%
131PFIZER INCPFE1,799$73,3990.03%
132WATSCO INCWSO-B230$73,1770.03%
133VANGUARD INTL EQUITY INDEX F9220428581,780$71,9120.03%
134COSTCO WHSL CORP NEW22160K105143$71,1910.03%
135INVESCO EXCH TRADED FD TR IIIVZ1,610$67,9580.03%
136VANGUARD INDEX FDS922908512500$67,0350.03%
137LAM RESEARCH CORPLRCX125$66,2650.03%
138ELEVANCE HEALTH INCELV140$64,3730.03%
139RELIANCE STEEL & ALUMINUM CORS250$64,1850.03%
140WP CAREY INC92936U109800$61,9600.03%
141ADVANCED MICRO DEVICES INCAMD606$59,3940.02%
142ASML HOLDING N VASMLF86$58,5410.02%
143MEDICAL PPTYS TRUST INC58463J3047,000$57,5400.02%
144SCHWAB STRATEGIC TR8085241021,200$57,4200.02%
145ISHARES TR4642884482,081$57,2070.02%
146NOVARTIS AGNVSEF617$56,7640.02%
147DBX ETF TR2330512591,424$56,6010.02%
148SPLUNK INC848637104589$56,4730.02%
149TRIPADVISOR INCTRIP2,800$55,6080.02%
150SCHWAB STRATEGIC TR8085247551,777$55,5670.02%
151INVESCO EXCH TRADED FD TR IIIVZ4,629$53,1410.02%
152RITHM CAPITAL CORPRITM-PF6,600$52,8000.02%
153ROPER TECHNOLOGIES INCROP117$51,5670.02%
154VMWARE INC928563402400$49,9400.02%
155SELECT SECTOR SPDR TR81369Y407333$49,7970.02%
156ANGLOGOLD ASHANTI LIMITEDAU2,050$49,5900.02%
157ARCHER DANIELS MIDLAND COADM600$47,7960.02%
158SCHWAB STRATEGIC TR808524763975$47,4530.02%
159ENBRIDGE INCENNPF1,238$47,2300.02%
160MORGAN STANLEYMS-PQ527$46,2710.02%
161STAG INDL INC85254J1021,300$43,9660.02%
162APPLIED MATLS INC038222105357$43,7950.02%
163PROSHARES TR74347X8311,532$43,2940.02%
164CISCO SYS INCCSCO810$42,3430.02%
165GILEAD SCIENCES INCGILD500$41,4850.02%
166PLBY GROUP INCPLBY20,064$39,7270.02%
167BAIDU INCBAIDF260$39,2390.02%
168VANGUARD INDEX FDS922908553468$38,8630.02%
169GLOBAL PMTS INC37940X102366$38,5180.02%
170ISHARES TR46429B689561$37,9580.02%
171WISDOMTREE TRWT1,000$37,8600.02%
172ISHARES TR464288372793$37,8260.02%
173AUTOMATIC DATA PROCESSING INADP167$37,1790.02%
174ASTRAZENECA PLCAZN534$37,0650.02%
175BRISTOL-MYERS SQUIBB COCELG-RI514$35,6320.01%
176ISHARES TR464288752500$35,1450.01%
177KROGER COKR700$34,5590.01%
178SKYWORKS SOLUTIONS INCSWKS287$33,8600.01%
179EQUIFAX INCEFX166$33,6710.01%
180ETF SER SOLUTIONS26922A8421,800$33,5340.01%
181WALMART INCWMT226$33,3240.01%
182ICAHN ENTERPRISES LPIEP635$32,8360.01%
183OKTA INCOKTA375$32,3400.01%
184EATON CORP PLCETN187$32,0410.01%
185VANGUARD SPECIALIZED FUNDS921908844196$30,2150.01%
186ENNIS INCEBF1,400$29,5260.01%
187VIRTUS EQUITY & CONV INCM FD92841M1011,497$29,4160.01%
188ISHARES INC46434G764590$29,1050.01%
189INTERNATIONAL PAPER CO460146103800$28,8480.01%
190ISHARES INC4642866401,000$28,7800.01%
191PENNANTPARK INVT CORP7080621045,390$28,4590.01%
192BLACKROCK INCBLK42$28,1030.01%
193NISOURCE INCNI1,000$27,9600.01%
194CAESARS ENTERTAINMENT INC NE12769G100525$25,6250.01%
195OREILLY AUTOMOTIVE INC67103H10728$23,7710.01%
196SOUTHERN COSOMN334$23,2400.01%
197ALIBABA GROUP HLDG LTDBBAAY216$22,0710.01%
198INTERCONTINENTAL EXCHANGE IN45866F104208$21,6920.01%
199DNP SELECT INCOME FD INC23325P1041,900$20,9380.01%
200COMPASS DIVERSIFIEDCODI-PC1,066$20,3390.01%
201TAIWAN SEMICONDUCTOR MFG LTD874039100213$19,8130.01%
202PAYCHEX INCPAYX167$19,1370.01%
203FIDUS INVT CORP316500107992$18,9170.01%
204BAIN CAP SPECIALTY FIN INC05684B1071,583$18,8690.01%
205MCDONALDS CORPMCD67$18,7340.01%
206TERADYNE INCTER171$18,3840.01%
207UNITED STATES STL CORP NEWUNTCW700$18,2700.01%
2083M COMMM167$17,5530.01%
209INVESCO EXCH TRADED FD TR IIIVZ1,000$17,5100.01%
210VANECK ETF TRUST92189F106535$17,3070.01%
211FEDEX CORPFDX75$17,1370.01%
212ALIGN TECHNOLOGY INCALGN50$16,7070.01%
213VANGUARD WORLD FDS92204A876112$16,5220.01%
214DUKE ENERGY CORP NEWDUKB167$16,1100.01%
215FIRST WATCH RESTAURANT GROUPFWRG1,000$16,0600.01%
216ABBOTT LABSABLZF155$15,6950.01%
217NUCOR CORPNUE100$15,4470.01%
218VEEVA SYS INCVEEV82$15,0710.01%
219YUM BRANDS INCYUM112$14,7930.01%
220EMERSON ELEC COEMR167$14,5520.01%
221MERCADOLIBRE INCMELI11$14,4990.01%
222SYSCO CORPSYY167$12,8970.01%
223ALPHABET INCGOOG120$12,4800.01%
224DOCUSIGN INCDOCU214$12,4760.01%
225SCHLUMBERGER LTDSLB250$12,2750.01%
226DARIOHEALTH CORPDRIO2,850$11,7420.00%
227COCA COLA COKO188$11,6700.00%
228REDWOOD TRUST INCRWTQ1,700$11,4580.00%
229INVESCO EXCH TRADED FD TR IIIVZ258$11,3670.00%
230AMETEK INCAME72$10,4640.00%
231DUPONT DE NEMOURS INCDD143$10,2630.00%
232PALANTIR TECHNOLOGIES INCPLTR1,170$9,8870.00%
233VANGUARD INTL EQUITY INDEX F922042742100$9,2090.00%
234AMERIPRISE FINL INC03076C10630$9,1950.00%
235AIR LEASE CORPAIIR225$8,8580.00%
236KLA CORPKLAC22$8,7820.00%
237ZSCALER INCZS72$8,4120.00%
238TRIPLEPOINT VENTURE GROWTH BTPVG650$7,8520.00%
239DOW INCDOW142$7,7840.00%
240INVESCO EXCH TRADED FD TR IIIVZ167$7,0720.00%
241SHELL PLCRYDAF117$6,7320.00%
242GLOBANT S AGLOB40$6,5600.00%
243VANGUARD WORLD FD92191081630$6,0820.00%
244KELLOGG COBEKE83$5,5580.00%
245TRANSDIGM GROUP INCTDG7$5,1590.00%
246ACCENTURE PLC IRELANDACN18$5,1450.00%
247CVS HEALTH CORPCVS69$5,1270.00%
248DEERE & CODE12$4,9550.00%
249VANECK ETF TRUST92189F70057$4,9510.00%
250MARATHON PETE CORPMARA33$4,4490.00%
251BANK AMERICA CORP060505104155$4,4330.00%
252PEPSICO INCPEP24$4,3750.00%
253CSX CORPCSX144$4,3110.00%
254MICRON TECHNOLOGY INCMU69$4,1630.00%
255HONEYWELL INTL INC43851610621$4,0140.00%
256TRANE TECHNOLOGIES PLCTT21$3,8640.00%
257NORFOLK SOUTHN CORP65584410818$3,8160.00%
258ILLINOIS TOOL WKS INC45230810915$3,6520.00%
259TEXAS INSTRS INC88250810418$3,3480.00%
260BLUEROCK HOMES TRUST INCBHM164$3,2500.00%
261RAYTHEON TECHNOLOGIES CORPRTX33$3,2320.00%
262VOYA FINANCIAL INCVOYA-PB42$3,0010.00%
263SYNCHRONY FINANCIALSYF-PB102$2,9660.00%
264VALERO ENERGY CORPVLO21$2,9320.00%
265UNITEDHEALTH GROUP INCUNH6$2,8360.00%
266AMERICAN INTL GROUP INC02687478456$2,8200.00%
267BLOCK INCBSQKZ40$2,7460.00%
268NIO INCNIOIF240$2,5220.00%
269BOSTON SCIENTIFIC CORPBSX48$2,4010.00%
270CELANESE CORP DELCE21$2,2870.00%
271CONSTELLATION BRANDS INCSTZ10$2,2590.00%
272CROWDSTRIKE HLDGS INCCRWD16$2,1960.00%
273ISHARES TR4642877628$2,1840.00%
274CENTENE CORP DELCNC33$2,0860.00%
275PROCTER AND GAMBLE CO74271810912$1,7840.00%
276T-MOBILE US INCTMUSZ12$1,7380.00%
277VALE S AVALE100$1,5780.00%
278SPROTT PHYSICAL SILVER TRSII183$1,5260.00%
279DISNEY WALT CO25468710615$1,5020.00%
280MGM RESORTS INTERNATIONALMGM33$1,4660.00%
281MEDTRONIC PLCMDT18$1,4510.00%
282NEXTERA ENERGY INCNEE-PW18$1,3870.00%
283EXELON CORPEXC33$1,3820.00%
284S&P GLOBAL INCSPGI4$1,3790.00%
285ARISTA NETWORKS INCANET8$1,3430.00%
286PIONEER NAT RES CO7237871076$1,2250.00%
287THERMO FISHER SCIENTIFIC INCTMO2$1,1530.00%
288THE TRADE DESK INC88339J10518$1,0960.00%
289ATLASSIAN CORPORATIONTEAM6$1,0270.00%
290US BANCORP DELUSB-PS25$9010.00%
291LAS VEGAS SANDS CORPLVS14$8040.00%
292CONSTELLATION ENERGY CORPCEG9$7070.00%
293OCCIDENTAL PETE CORP6745991056$3750.00%
294ISHARES TR4642876552$3570.00%
295LIVE NATION ENTERTAINMENT INLYV4$2800.00%
296LUMENTUM HLDGS INCLITE5$2700.00%
297ACELRX PHARMACEUTICALS INCTLPH250$1650.00%
298COMCAST CORP NEWCCZ2$760.00%
299VANGUARD BD INDEX FDS9219378271$760.00%
300VIATRIS INCVTRS4$380.00%
301AURORA CANNABIS INCACB0$00.00%