CEDRUS LLC

All Holdings — 2024 Q3

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
192
Quarter
2024 Q3
Top Holding
VUG (5.7%)
Top 10 Concentration
39.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 192
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VUG
VANGUARD INDEX ...
Warrant 5.67% 6.88% #1
Prev: #1
4.3 3,050 8.3%
P
S
39,833 $15,293,205 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
FIXD
FIRST TR EXCHNG...
ETF 5.58% 5.23% #2
Prev: #2
4.3 90,364 37.2%
P
S
333,069 $15,068,080 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
RDVY
FIRST TR EXCHAN...
ETF 4.78% 4.64% #3
Prev: #3
4.0 48,355 28.5%
P
S
217,793 $12,895,552 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
FTCS
FIRST TR EXCHAN...
ETF 4.07% 4.47% #4
Prev: #4
3.7 14,756 13.9%
P
S
121,070 $10,993,233 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
RDVI
FIRST TR EXCHAN...
Unknown 3.68% 4.40% #5
Prev: #5
3.5 27,085 7.2%
P
S
403,556 $9,943,630 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
LDSF
FIRST TR EXCHNG...
ETF 3.64% 4.17% #6
Prev: #6
3.5 65,677 14.7%
P
S
512,084 $9,811,529 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
MGV
VANGUARD WORLD ...
ETF 3.02% 3.49% #7 1
Prev: #8
3.2 4,751 8.1%
P
S
63,602 $8,158,876 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
DNL
WISDOMTREE TR
Unknown 2.97% 3.62% #8 1
Prev: #7
3.2 18,070 9.8%
P
S
203,241 $8,006,688 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
IMCG
ISHARES TR
ETF 2.80% 3.24% #9
Prev: #9
3.1 7,982 8.4%
P
S
103,508 $7,553,030 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
SPDW
SPDR INDEX SHS ...
ETF 2.75% 3.13% #10
Prev: #10
3.1 19,071 10.7%
P
S
197,311 $7,411,020 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VO
VANGUARD INDEX ...
ETF 2.63% 2.24% #11
Prev: #11
3.2 8,460 45.8%
P
S
26,937 $7,106,789 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
FTSM
FIRST TR EXCHAN...
ETF 2.02% 0.60% #12 17
Prev: #29
3.1 71,040 352.9%
P
S
91,173 $5,458,580 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
TLH
ISHARES TR
ETF 1.90% 2.12% #13
Prev: #13
2.8 5,699 13.8%
P
S
46,957 $5,133,809 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 1.85% 2.20% #14 2
Prev: #12
2.8 1,163 4.2%
P
S
28,600 $4,992,816 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
SCHA
SCHWAB STRATEGI...
ETF 1.74% 2.03% #15 1
Prev: #14
2.7 5,702 6.7%
P
S
91,116 $4,692,502 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 1.59% 0.35% #16 41
Prev: #57
2.9 6,706 476.3%
P
S
8,114 $4,281,879 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
AAPL
APPLE INC
Technology 1.58% 1.84% #17 2
Prev: #15
2.6 757 4.3%
P
S
18,256 $4,253,735 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
CALF
PACER FDS TR
ETF 1.56% 1.83% #18 2
Prev: #16
2.6 6,555 7.8%
P
S
90,682 $4,218,535 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
SPEM
SPDR INDEX SHS ...
ETF 1.34% 1.47% #19 1
Prev: #18
2.6 9,888 12.7%
P
S
87,915 $3,629,162 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
XSOE
WISDOMTREE TR
ETF 1.30% 1.49% #20 3
Prev: #17
2.5 9,199 9.5%
P
S
106,393 $3,514,172 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
FDL
FIRST TR MORNIN...
Unknown 1.19% 1.34% #21 2
Prev: #19
2.5 5,703 8.1%
P
S
76,482 $3,208,423 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
DFAC
DIMENSIONAL ETF...
ETF 1.16% #22
Prev: #—
2.5 91,243 no change
NEW
91,243 $3,128,723 2024 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
FPE
FIRST TR EXCH T...
Preferred 1.10% 1.12% #23 1
Prev: #22
2.5 34,699 26.8%
P
S
164,212 $2,972,237 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.04% 1.17% #24 3
Prev: #21
2.5 1,295 24.7%
P
S
6,534 $2,811,765 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.98% 1.32% #25 5
Prev: #20
2.4 361 1.7%
P
S
21,792 $2,646,464 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
CINF
CINCINNATI FINL...
Financial Services 0.00% 0.16%
Sold All 😨
(Was: #117)
0.3 -2,628 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
SPHQ
INVESCO EXCHANG...
ETF 0.00% 0.15%
Sold All 😨
(Was: #122)
0.3 -4,739 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
USB
US BANCORP DEL
Financial Services 0.00% 0.15%
Sold All 😨
(Was: #123)
0.3 -7,458 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
LYB
LYONDELLBASELL ...
Basic Materials 0.00% 0.14%
Sold All 😨
(Was: #126)
0.3 -3,024 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
FE
FIRSTENERGY COR...
Utilities 0.00% 0.13%
Sold All 😨
(Was: #133)
0.3 -7,023 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
NI
NISOURCE INC
Utilities 0.00% 0.12%
Sold All 😨
(Was: #141)
0.3 -8,027 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
RF
REGIONS FINANCI...
Financial Services 0.00% 0.11%
Sold All 😨
(Was: #142)
0.3 -11,383 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2024-09-30 2024-11-14 (Est.)
GPC
GENUINE PARTS C...
Consumer Cyclical 0.00% 0.11%
Sold All 😨
(Was: #144)
0.3 -1,610 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
QCOM
QUALCOMM INC
Technology 0.00% 0.11%
Sold All 😨
(Was: #148)
0.3 -1,069 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
HYMB
SPDR SER TR
ETF 0.00% 0.10%
Sold All 😨
(Was: #152)
0.3 -8,028 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
Showing 1-25 of 192 holdings

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