Cedarwood Wealth LLC
CIK 2114448 · SEC EDGAR पर देखें ↗
- पोर्टफोलियो मूल्य
- $132.3M
- पोजीशन
- 96
- तिथि अनुसार
- 30 जून 2026
13F मूल्य के अनुसार 9443 में से #7776 · शीर्ष 82.3%
पोर्टफोलियो मूल्य QoQ: +33.6% 13F नकद का खुलासा नहीं करता है
- शीर्ष 10 होल्डिंग्स का भार
- 50.48%
- शीर्ष 25 होल्डिंग्स का भार
- 75.94%
- 1% से ऊपर की स्थितियाँ
- 24
- स्थितियों की प्रभावी संख्या
- 25.8
केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)
टर्नओवर Q2 2026: 1.97% अनुमानित। खरीदें $20218675 · बेचें $2282099
- नई स्थितियाँ
- 20
- बढ़ाया
- 51
- घटा हुआ
- 15
- बंद
- 5
इस पृष्ठ पर
- क्षेत्रवार विवरण पोर्टफोलियो विभिन्न बाजार क्षेत्रों में कैसे विभाजित है।
- पोर्टफोलियो इस संस्था द्वारा रिपोर्ट की गई हर स्टॉक होल्डिंग, उसके नवीनतम 13F से।
- सबसे बड़े नए दांव नवीनतम तिमाही में खोले गए बिल्कुल नए पद।
- शीर्ष चालें इस तिमाही में सबसे बड़ी स्थिति वृद्धि और कमी।
- बाहर निकली पोजीशन पिछले तिमाही में प्रबंधक द्वारा पूरी तरह से बेचे गए पद।
क्षेत्रवार विवरण
Technology
18.5%
Communication Services
3.1%
Retail
2.6%
Healthcare
2.1%
Industrials
0.9%
Consumer Discretionary
0.7%
Financials
0.7%
Financial Services
0.7%
Consumer products
0.4%
Communications
0.4%
Energy
0.3%
Consumer Staples
0.2%
अन्य/अनमैप्ड
69.4%
पूर्ण पोर्टफोलियो 96 पोजीशन
| प्रकार | लगातार | 8 तिमाही का रुझान | |||||
|---|---|---|---|---|---|---|---|
| IVV | $15005187 | 11.34% | 20037 | $1612391 | नीचे ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $12276570 | 9.28% | 16671 | $3562537 | ऊपर ×2 | ||
| AAPL Apple Inc. - Common Stock | $6171129 | 4.66% | 21327 | $767722 | ऊपर ×2 | ||
| GPIX Goldman Sachs S&P 500 Premium Income ETF | $6134749 | 4.64% | 110397 | $1412071 | ऊपर ×2 | ||
| SPY SPY | $5028633 | 3.80% | 6734 | $673039 | ऊपर ×2 | ||
| SCHD | $4834731 | 3.65% | 152467 | $882605 | ऊपर ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $4702189 | 3.55% | 23500 | $890426 | ऊपर ×2 | ||
| INTC Intel Corporation - Common Stock | $4640460 | 3.51% | 33234 | $3124419 | नीचे ×2 | ||
| GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF | $4051228 | 3.06% | 68306 | $881025 | ऊपर ×2 | ||
| VOO | $3948284 | 2.98% | 5749 | $698731 | ऊपर ×1 | ||
| XLK XLK | $3426585 | 2.59% | 17985 | $1154267 | ऊपर ×2 | ||
| JEPI | $3414518 | 2.58% | 60455 | $763174 | ऊपर ×2 | ||
| JPST | $3171374 | 2.40% | 62713 | $866285 | ऊपर ×2 | ||
| GRNY | $3114592 | 2.35% | 112643 | $770892 | ऊपर ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $2469051 | 1.87% | 24526 | ऊपर ×1 | |||
| JPLD | $2277053 | 1.72% | 43630 | ऊपर ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $2266735 | 1.71% | 9511 | $424689 | ऊपर ×2 | ||
| IWF | $2114626 | 1.60% | 17030 | $394907 | ऊपर ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2016824 | 1.52% | 5407 | $5830 | नीचे ×1 | ||
| GLD | $1791186 | 1.35% | 4862 | $-27220 | ऊपर ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1757726 | 1.33% | 4919 | $414812 | ऊपर ×2 | ||
| VV | $1601284 | 1.21% | 4656 | $214076 | ऊपर ×2 | ||
| DGRO | $1487312 | 1.12% | 19624 | $278318 | ऊपर ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $1479893 | 1.12% | 3918 | $331875 | ऊपर ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $1286238 | 0.97% | 1114 | $932097 | ऊपर ×2 | ||
| VIG | $1179373 | 0.89% | 4984 | $207710 | ऊपर ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1123978 | 0.85% | 3181 | $285780 | ऊपर ×2 | ||
| MSTR Strategy Inc - Class A Common Stock | $1123309 | 0.85% | 12922 | ऊपर ×1 | |||
| LLY Eli Lilly and Company Common Stock | $1047919 | 0.79% | 874 | $300666 | ऊपर ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $968613 | 0.73% | 1720 | $5468 | ऊपर ×2 | ||
| BRKB | $866341 | 0.65% | 1731 | $52501 | ऊपर ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $861410 | 0.65% | 2048 | $88151 | नीचे ×1 | ||
| ACWI iShares MSCI ACWI ETF | $841546 | 0.64% | 5361 | $100389 | ऊपर ×1 | ||
| JCPB | $832351 | 0.63% | 17732 | $154818 | ऊपर ×2 | ||
| IEFA | $811704 | 0.61% | 8404 | $52121 | ऊपर ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $717740 | 0.54% | 2193 | $139944 | ऊपर ×2 | ||
| VTI | $652915 | 0.49% | 1764 | $275693 | ऊपर ×2 | ||
| IWD | $646433 | 0.49% | 2666 | $104092 | ऊपर ×2 | ||
| IWR | $629596 | 0.48% | 5707 | $74704 | |||
| VGK | $616781 | 0.47% | 6966 | $106831 | ऊपर ×2 | ||
| AAXJ iShares MSCI All Country Asia ex Japan ETF | $592129 | 0.45% | 4962 | $114773 | ऊपर ×1 | ||
| VLUE | $590575 | 0.45% | 2956 | $156591 | नीचे ×1 | ||
| WMT Walmart Inc. - Common Stock | $564585 | 0.43% | 4985 | $52473 | ऊपर ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $556714 | 0.42% | 1285 | $303164 | ऊपर ×2 | ||
| ABBV AbbVie Inc. Common Stock | $522843 | 0.40% | 2078 | $56139 | नीचे ×1 | ||
| BBEU | $519426 | 0.39% | 6679 | $35800 | |||
| PG Procter & Gamble Company (The) Common Stock | $505009 | 0.38% | 3444 | $4574 | नीचे ×2 | ||
| VTEB | $500995 | 0.38% | 9905 | $-36919 | नीचे ×1 | ||
| IEMG | $489681 | 0.37% | 5911 | $157588 | ऊपर ×1 | ||
| V Visa Inc. | $472755 | 0.36% | 1378 | $114975 | ऊपर ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $458373 | 0.35% | 789 | ऊपर ×1 | |||
| JNJ Johnson & Johnson Common Stock | $445618 | 0.34% | 1755 | $39943 | ऊपर ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $441705 | 0.33% | 222 | $148454 | |||
| VWO | $422270 | 0.32% | 7074 | $40262 | ऊपर ×1 | ||
| VUG | $414628 | 0.31% | 4813 | $64590 | ऊपर ×1 | ||
| ITOT | $402853 | 0.30% | 2452 | $50846 | नीचे ×2 | ||
| IJT iShares S&P SmallCap 600 Growth ETF | $396755 | 0.30% | 2221 | $75356 | |||
| CAT Caterpillar, Inc. Common Stock | $379285 | 0.29% | 356 | $160257 | ऊपर ×1 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $377764 | 0.29% | 4045 | $20884 | ऊपर ×1 | ||
| VEA | $377715 | 0.29% | 5301 | $39029 | ऊपर ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $371285 | 0.28% | 2889 | $33826 | ऊपर ×2 | ||
| IJH | $369436 | 0.28% | 4791 | $46119 | ऊपर ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $361733 | 0.27% | 757 | $105572 | नीचे ×1 | ||
| FENY | $347947 | 0.26% | 11771 | $-52226 | ऊपर ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $327817 | 0.25% | 2791 | $123484 | ऊपर ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $312120 | 0.24% | 3841 | $-42053 | नीचे ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $300305 | 0.23% | 851 | $45422 | ऊपर ×1 | ||
| UNP Union Pacific Corporation Common Stock | $299211 | 0.23% | 1100 | $52215 | ऊपर ×1 | ||
| VGT | $293327 | 0.22% | 2454 | $84893 | ऊपर ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $291419 | 0.22% | 312 | $-37889 | नीचे ×2 | ||
| EFG | $289277 | 0.22% | 2325 | $30342 | |||
| EFA | $277879 | 0.21% | 2675 | $18056 | |||
| KLAC KLA Corporation - Common Stock | $276668 | 0.21% | 917 | ऊपर ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $274961 | 0.21% | 3851 | $-150599 | नीचे ×1 | ||
| GLW Corning Incorporated Common Stock | $272250 | 0.21% | 1066 | ऊपर ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $270528 | 0.20% | 374 | ऊपर ×1 | |||
| JPIE | $268899 | 0.20% | 5839 | ऊपर ×1 | |||
| KBE KBE | $267714 | 0.20% | 3924 | $34024 | |||
| MS Morgan Stanley Common Stock | $266705 | 0.20% | 1276 | ऊपर ×1 | |||
| BBCA | $249792 | 0.19% | 2513 | $13419 | |||
| CVX Chevron Corporation Common Stock | $239582 | 0.18% | 1445 | $-93573 | नीचे ×1 | ||
| RSP | $239239 | 0.18% | 1124 | $23567 | |||
| FBTC | $239220 | 0.18% | 4686 | $-37395 | |||
| VTV | $237266 | 0.18% | 1089 | $24644 | ऊपर ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $236612 | 0.18% | 794 | ऊपर ×1 | |||
| C Citigroup, Inc. Common Stock | $228975 | 0.17% | 1636 | ऊपर ×1 | |||
| GE GE Aerospace Common Stock | $217525 | 0.16% | 582 | ऊपर ×1 | |||
| ADI Analog Devices, Inc. - Common Stock | $216478 | 0.16% | 545 | ऊपर ×1 | |||
| MA Mastercard Incorporated Common Stock | $210860 | 0.16% | 411 | $-9761 | नीचे ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $210702 | 0.16% | 1240 | ऊपर ×1 | |||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $206520 | 0.16% | 214 | ऊपर ×1 | |||
| IJR | $206231 | 0.16% | 1391 | ऊपर ×1 | |||
| TXG 10x Genomics, Inc. - Common Stock | $204697 | 0.15% | 5339 | ऊपर ×1 | |||
| VLO Valero Energy Corporation Common Stock | $201589 | 0.15% | 774 | ऊपर ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $200396 | 0.15% | 482 | ऊपर ×1 | |||
| VONG Vanguard Russell 1000 Growth ETF | $200359 | 0.15% | 1568 | ऊपर ×1 | |||
| कोई मिलान नहीं | |||||||
सबसे बड़े नए दांव
इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।
| सुरक्षा | मूल्य | शेयर | % पोर्टफोलियो का |
|---|---|---|---|
| SGOV | $2469051 | 24526 | 1.87% |
| JPLD | $2277053 | 43630 | 1.72% |
| MSTR | $1123309 | 12922 | 0.85% |
| AMD | $458373 | 789 | 0.35% |
| KLAC | $276668 | 917 | 0.21% |
| GLW | $272250 | 1066 | 0.21% |
| AMAT | $270528 | 374 | 0.20% |
| JPIE | $268899 | 5839 | 0.20% |
| MS | $266705 | 1276 | 0.20% |
| TXN | $236612 | 794 | 0.18% |
| C | $228975 | 1636 | 0.17% |
| GE | $217525 | 582 | 0.16% |
| ADI | $216478 | 545 | 0.16% |
| ANET | $210702 | 1240 | 0.16% |
| STX | $206520 | 214 | 0.16% |
शीर्ष मूवर्स (तिमाही-दर-तिमाही)
बाहर निकली पोजीशन
कॉर्पोरेट घटनाओं (विलय, डिलिस्टिंग) को शामिल करता है — सभी निकास बिक्री नहीं हैं
बंद पोजीशन 13F रिपोर्टिंग परिवर्तनों को दर्शाती हैं; इंडेक्स प्रबंधकों के लिए ये अक्सर यांत्रिक (डीलिस्टिंग, एम एंड ए, इंडेक्स रीबैलेंसिंग) होते हैं, न कि सक्रिय निर्णय।