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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 Q3 2024 · Filed November 8, 2024 · Accession 0001665642-24-000005

Total Value
$322.2M
Positions
265
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (265)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769210,442$59.6M18.50%
2SCHWAB STRATEGIC TR808524797463,432$39.2M12.16%
3INVESCO EXCH TRADED FD TR IIIVZ787,543$25.0M7.76%
4VANGUARD WORLD FD921910733207,042$21.0M6.53%
5PHILIP MORRIS INTL INC718172109145,824$17.7M5.49%
6INVESCO EXCHANGE TRADED FD TIVZ365,198$17.4M5.39%
7INVESCO EXCHANGE TRADED FD TIVZ144,766$15.2M4.70%
8DIMENSIONAL ETF TRUST25434V708302,298$10.4M3.22%
9ALTRIA GROUP INCMO131,259$6.7M2.08%
10INVESCO EXCHANGE TRADED FD TIVZ79,632$5.4M1.66%
11ISHARES TR46428768915,109$4.9M1.53%
12VANGUARD INTL EQUITY INDEX F92204287466,674$4.7M1.47%
13FLEXSHARES TRFLEX90,138$3.8M1.17%
14MONDELEZ INTL INC60920710549,293$3.6M1.13%
15AMAZON COM INCAMZN17,082$3.2M0.99%
16VANGUARD INDEX FDS9229083635,726$3.0M0.94%
17SERVISFIRST BANCSHARES INCSFBS35,450$2.9M0.89%
18SCHWAB STRATEGIC TR80852440935,128$2.8M0.88%
19SELECT SECTOR SPDR TR81369Y50630,245$2.7M0.82%
20VANGUARD INDEX FDS9229087366,122$2.4M0.73%
21BONDBLOXX ETF TRUST09789C88758,829$2.3M0.73%
22MICROSOFT CORPMSFT5,315$2.3M0.71%
23SCHWAB STRATEGIC TR80852486244,242$2.2M0.67%
24FIDELITY COVINGTON TRUST31609286539,546$2.0M0.64%
25ALPHABET INCGOOG11,459$1.9M0.59%
26ISHARES INC46434G82226,231$1.9M0.58%
27APPLE INCAAPL7,801$1.8M0.56%
28SCHWAB STRATEGIC TR80852483937,956$1.8M0.56%
29VANGUARD SCOTTSDALE FDS92206C40920,945$1.7M0.52%
30ISHARES TR46434V62125,769$1.6M0.50%
31SCHWAB STRATEGIC TR80852460729,540$1.5M0.47%
32US BANCORP DELUSB-PS32,440$1.5M0.46%
33SCHWAB STRATEGIC TR80852450817,612$1.5M0.45%
34ISHARES TR4642871014,784$1.3M0.41%
35BARRICK GOLD CORP06790110864,850$1.3M0.40%
36INVESCO QQQ TRIVZ2,548$1.2M0.39%
37VANGUARD STAR FDS92190976818,420$1.2M0.37%
38SCHWAB STRATEGIC TR80852430010,937$1.1M0.35%
39SCHWAB STRATEGIC TR80852477115,582$1.1M0.35%
40GLOBAL E ONLINE LTDGLBE29,030$1.1M0.35%
41SPDR SER TR78464A85416,287$1.1M0.34%
42WISDOMTREE TRWT31,134$1.1M0.33%
43VANGUARD WHITEHALL FDS9219464067,762$995,0950.31%
44CAPRI HOLDINGS LIMITEDCPRI22,546$956,8520.30%
45META PLATFORMS INCMETA1,626$930,7870.29%
46FLEXSHARES TRFLEX22,017$908,2210.28%
47ISHARES TR46434V80324,812$878,8410.27%
48ISHARES INC46428650920,666$858,0730.27%
49ALIBABA GROUP HLDG LTDBBAAY7,973$846,0950.26%
50ISHARES TR46428723417,091$783,7930.24%
51VANGUARD MALVERN FDS92202080515,827$780,4440.24%
52FLEXSHARES TRFLEX9,967$714,7200.22%
53SELECT SECTOR SPDR TR81369Y2094,510$694,6300.22%
54FLEXSHARES TRFLEX9,576$684,7930.21%
55CHEVRON CORP NEWCVX4,407$649,0190.20%
56NOVAGOLD RES INC66987E206155,327$636,8410.20%
57NVIDIA CORPORATIONNVDA5,190$630,2740.20%
58BERKSHIRE HATHAWAY INC DELBRK-A1,358$625,0330.19%
59ASML HOLDING N VASMLF719$599,1070.19%
60ANNALY CAPITAL MANAGEMENT INNLY-PJ29,065$583,3350.18%
61PERRIGO CO PLCPRGO21,516$564,3650.18%
62OCCIDENTAL PETE CORP67459910510,578$545,1900.17%
63VANGUARD SCOTTSDALE FDS92206C1028,923$526,6200.16%
64ISHARES TR4642876552,366$522,6260.16%
65FIDELITY COVINGTON TRUST31609285717,594$518,6710.16%
66ISHARES INC46428610319,067$516,9030.16%
67FORD MTR CO34537086048,315$510,2060.16%
68SPDR GOLD TRGLD2,056$499,7310.16%
69VISA INCV1,778$488,8610.15%
70ENTERPRISE PRODS PARTNERS L29379210716,764$488,0000.15%
71SALESFORCE INCCRM1,716$469,6860.15%
72AT&T INCT-PC21,213$466,6860.14%
73TWILIO INCTWLO6,816$444,5400.14%
74SPDR S&P 500 ETF TRSPY721$413,6810.13%
75TRANSOCEAN LTDRIG97,212$413,1510.13%
76JOHNSON & JOHNSONJNJ2,527$409,5260.13%
77ADVISORSHARES TR00768Y45356,632$406,0510.13%
78ADOBE INCADBE713$369,1770.11%
79GROCERY OUTLET HLDG CORPGO19,605$344,0680.11%
80SELECT SECTOR SPDR TR81369Y8031,520$343,1550.11%
81AMPLITUDE INCAMPL37,865$339,6490.11%
82NEWMONT CORPNEMCL6,330$338,3390.11%
83CONFLUENT INC20717M10316,367$333,5590.10%
84RHRH982$328,4100.10%
85ELDORADO GOLD CORP NEW28490250918,000$312,6600.10%
86ISHARES TR464287614832$312,4710.10%
87BEYOND INCBBBY-WT29,820$300,5860.09%
88PIMCO ETF TR72201R7183,032$290,9160.09%
89LAMB WESTON HLDGS INCLW4,248$275,0160.09%
90VANGUARD INDEX FDS922908629996$262,7750.08%
91ISHARES TR4642871681,944$262,5760.08%
92PROLOGIS INC.PLDGP2,029$256,2220.08%
93STARBUCKS CORPSBUX2,556$249,1840.08%
94SUNOPTA INCSTKL38,677$246,7590.08%
95SERVICENOW INCNOW263$235,2250.07%
96VANGUARD WHITEHALL FDS9219468102,641$233,1470.07%
97ELI LILLY & COLLY259$229,4580.07%
98SCHWAB STRATEGIC TR8085242013,371$228,7220.07%
99SELECT SECTOR SPDR TR81369Y6054,855$220,0290.07%
100ENBRIDGE INCENNPF5,410$219,7000.07%
101ISHARES TR464287523925$213,2960.07%
102ISHARES TR46434V3813,445$209,7330.07%
103VANGUARD WORLD FD92204A702347$203,5220.06%
104HOME DEPOT INCHD484$196,1900.06%
105ABBVIE INCABBV991$195,7030.06%
106HERCULES CAPITAL INCHCXY9,759$191,6670.06%
107APA CORPORATIONAPA7,679$187,8280.06%
108SELECT SECTOR SPDR TR81369Y8862,225$179,7360.06%
109EXXON MOBIL CORPXOM1,511$177,1190.05%
110VANGUARD SPECIALIZED FUNDS921908844889$176,0750.05%
111PFIZER INCPFE5,659$163,7710.05%
112SPDR SER TR78464A5082,835$149,8580.05%
113MERCK & CO INCMRK1,264$143,5050.04%
114NIKE INCNKE1,567$138,5390.04%
115CHUBB LIMITEDCB443$127,7570.04%
116KENVUE INCKVUE5,522$127,7240.04%
117DIMENSIONAL ETF TRUST25434V8804,709$127,1960.04%
118COSTCO WHSL CORP NEW22160K105142$126,1330.04%
119VERIZON COMMUNICATIONS INCVZ2,743$123,1880.04%
120ISHARES TR46435U7132,600$122,1220.04%
121SPDR SER TR78468R8532,638$120,0550.04%
122ISHARES TR464288257965$115,3660.04%
123JPMORGAN CHASE & CO.VYLD537$113,2320.04%
124WATSCO INCWSO-B230$113,1320.04%
125VANGUARD INDEX FDS922908512645$108,1470.03%
126ALBEMARLE CORPALB-PA1,132$107,2120.03%
127VANGUARD WORLD FD92204A306817$100,0580.03%
128ORACLE CORPORCL-PD573$97,6390.03%
129REALTY INCOME CORPO1,475$93,5450.03%
130RTX CORPORATIONRTX750$90,8700.03%
131ARES CAPITAL CORPARCC4,302$90,0840.03%
132VANGUARD INTL EQUITY INDEX F9220428581,780$85,1730.03%
133HONEYWELL INTL INC438516106410$84,7510.03%
134CRONOS GROUP INCCRON37,935$83,0780.03%
135INVESCO EXCH TRADED FD TR IIIVZ1,610$81,4180.03%
136ENERGY TRANSFER L PET-PI5,000$80,2500.02%
137EATON CORP PLCETN231$76,5630.02%
138ADVANCED MICRO DEVICES INCAMD456$74,8200.02%
139AGILENT TECHNOLOGIES INCA487$72,3100.02%
140RELIANCE INCRS250$72,3030.02%
141APPLIED MATLS INC038222105357$72,0400.02%
142MORGAN STANLEYMS-PQ684$71,3000.02%
143MICROCHIP TECHNOLOGY INC.MCHPP806$64,7140.02%
144ISHARES TR464288752500$63,5500.02%
145ISHARES TR4642884482,081$62,9090.02%
146ROKU INCROKU801$59,8030.02%
147CROWDSTRIKE HLDGS INCCRWD206$57,7770.02%
148VANGUARD BD INDEX FDS921937835750$56,3330.02%
149DBX ETF TR2330512591,300$55,4890.02%
150WALMART INCWMT678$54,7490.02%
151INVESCO EXCH TRADED FD TR IIIVZ4,429$54,6980.02%
152J P MORGAN EXCHANGE TRADED F46641Q324762$51,4070.02%
153MPLX LPMPLXP1,146$50,9510.02%
154SCHWAB STRATEGIC TR8085247551,300$48,5810.02%
155AUTOMATIC DATA PROCESSING INADP167$46,2140.01%
156OKTA INCOKTA592$44,0090.01%
157AFLAC INCAFL386$43,1550.01%
158DOLLAR GEN CORP NEW256677105509$43,0340.01%
159TRUIST FINL CORP89832Q1091,000$42,7700.01%
160ASTRAZENECA PLCAZN534$41,6040.01%
161BROADCOM INCAVGO240$41,4000.01%
162WISDOMTREE TRWT497$41,3550.01%
163VANECK ETF TRUST92189F1061,024$40,7760.01%
164SELECT SECTOR SPDR TR81369Y704300$40,6320.01%
165GILEAD SCIENCES INCGILD470$39,4050.01%
166ISHARES TR46428720067$38,6470.01%
167PRIMO WATER CORPORATION74167P1081,500$37,8750.01%
168ISHARES INC46434G764590$36,0550.01%
169VANGUARD BD INDEX FDS921937827450$35,4110.01%
170GLOBAL PMTS INC37940X102344$35,2320.01%
171INTEL CORPINTC1,494$35,0550.01%
172INTERCONTINENTAL EXCHANGE IN45866F104208$33,4130.01%
173BOEING COBA-PA200$30,4080.01%
174THERMO FISHER SCIENTIFIC INCTMO49$30,3100.01%
175ALPHABET INCGOOG174$29,0910.01%
176ROPER TECHNOLOGIES INCROP51$28,3860.01%
177PENNANTPARK INVT CORP7080621043,940$27,5410.01%
178UNITED PARCEL SERVICE INCUPS202$27,5410.01%
179BAIDU INCBAIDF260$27,3750.01%
180THE CIGNA GROUP12552310079$27,3690.01%
181VANGUARD WORLD FD92204A876153$26,6300.01%
182NORFOLK SOUTHN CORP655844108107$26,5900.01%
183NOVARTIS AGNVSEF217$24,9590.01%
184AMERICAN EXPRESS COAXP89$24,1370.01%
185PAYCHEX INCPAYX167$22,4100.01%
186UNION PAC CORPUNP84$20,7040.01%
187MERCADOLIBRE INCMELI10$20,5200.01%
188TEXAS INSTRS INC88250810499$20,4500.01%
189ISHARES TR46429B689261$20,0260.01%
190PROGRESSIVE CORP74331510378$19,7930.01%
191DUKE ENERGY CORP NEWDUKB169$19,4860.01%
192FIDUS INVT CORP316500107992$19,4430.01%
193MODERNA INCMRNA290$19,3810.01%
194MCKESSON CORPMCK39$19,2820.01%
195SOUTHERN COSOMN211$19,0280.01%
196GENERAL DYNAMICS CORPGD61$18,4340.01%
197EMERSON ELEC COEMR167$18,2650.01%
198KLA CORPKLAC22$17,0370.01%
199ABBOTT LABSABLZF148$16,8730.01%
200SELECT SECTOR SPDR TR81369Y100175$16,8670.01%
201SKYWORKS SOLUTIONS INCSWKS168$16,5930.01%
202CAESARS ENTERTAINMENT INC NE12769G100375$15,6530.00%
203TARGET CORPTGT97$15,1180.00%
204NUCOR CORPNUE100$15,0340.00%
205KKR & CO INCKKRT109$14,2330.00%
206NORTHROP GRUMMAN CORPNOC26$13,7300.00%
207CONOCOPHILLIPSCOP130$13,6860.00%
208ISHARES TR46434V407305$13,2430.00%
209AMETEK INCAME72$12,3630.00%
210TAIWAN SEMICONDUCTOR MFG LTD87403910070$12,1570.00%
211VANGUARD INTL EQUITY INDEX F922042742100$11,9700.00%
212VANGUARD INDEX FDS922908553114$11,1060.00%
213LOWES COS INC54866110740$10,8340.00%
214ZHIHU INCZHIHF2,748$10,5800.00%
215SPDR SER TR78468R788225$10,2710.00%
216NASDAQ INCNDAQ140$10,2210.00%
217AIR LEASE CORPAIIR225$10,1900.00%
218TRANSDIGM GROUP INCTDG7$9,9900.00%
219MARRIOTT INTL INC NEW57190320239$9,6950.00%
220AMERIPRISE FINL INC03076C10620$9,3960.00%
221TRANE TECHNOLOGIES PLCTT21$8,1630.00%
222INVESCO EXCH TRADED FD TR IIIVZ167$8,0360.00%
223GLOBANT S AGLOB40$7,9260.00%
224BLACKSTONE INCBX50$7,6570.00%
225INTUITINTU12$7,4520.00%
226MICRON TECHNOLOGY INCMU69$7,1560.00%
227ACCENTURE PLC IRELANDACN18$6,3630.00%
228RUMBLE INCRUMBW1,100$5,8960.00%
229ICAHN ENTERPRISES LPIEP420$5,6780.00%
230DEERE & CODE12$5,0080.00%
231CSX CORPCSX144$4,9720.00%
232INVESTMENT MANAGERS SER TR I46144X867245$4,5150.00%
233BANK AMERICA CORP060505104105$4,1660.00%
234PEPSICO INCPEP24$4,0810.00%
235BOSTON SCIENTIFIC CORPBSX48$4,0220.00%
236ILLINOIS TOOL WKS INC45230810915$3,9310.00%
237MARATHON PETE CORPMARA22$3,5840.00%
238UNITEDHEALTH GROUP INCUNH6$3,5080.00%
239CVS HEALTH CORPCVS55$3,4580.00%
240SYNCHRONY FINANCIALSYF-PB68$3,3920.00%
241ALCON AGALC33$3,3020.00%
242VALERO ENERGY CORPVLO21$2,8360.00%
243BLOCK INCBSQKZ40$2,6850.00%
244CONSTELLATION BRANDS INCSTZ10$2,5770.00%
245CONSTELLATION ENERGY CORPCEG9$2,3400.00%
246S&P GLOBAL INCSPGI4$2,0660.00%
247AMERICAN INTL GROUP INC02687478428$2,0500.00%
248SPROTT PHYSICAL SILVER TRSII183$1,9120.00%
249CELANESE CORP DELCE14$1,9030.00%
250VIRTUS EQUITY & CONV INCM FD92841M10179$1,8180.00%
251T-MOBILE US INCTMUSZ8$1,6510.00%
252ARISTA NETWORKS INCANET4$1,5350.00%
253THE TRADE DESK INC88339J10512$1,3160.00%
254MGM RESORTS INTERNATIONALMGM33$1,2900.00%
255VALE S AVALE100$1,1680.00%
256VOYA FINANCIAL INCVOYA-PB14$1,1090.00%
257DISNEY WALT CO25468710610$9620.00%
258ATLASSIAN CORPORATIONTEAM6$9530.00%
259EXELON CORPEXC22$8920.00%
260CENTENE CORP DELCNC11$8280.00%
261PROCTER AND GAMBLE CO7427181094$6930.00%
262SCHWAB CHARLES CORPSCHW-PJ10$6480.00%
263NEXTERA ENERGY INCNEE-PW6$5070.00%
264SCHWAB STRATEGIC TR8085247892$1410.00%
265AURORA CANNABIS INCACB0$00.00%