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CEDRUS LLC

Q2 2024 · 13F-HR

CEDRUS LLCholdings as filed

Filed 2024-07-24 · accession 0001085146-24-003207

$199.9M
Reported value
154
Positions
2024-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908736VUGVANGUARD INDEX FDS$13.8M6.88%36,783CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$10.4M5.23%242,705CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$9.3M4.64%169,438CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$8.9M4.47%106,314CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$8.8M4.40%376,471CommonNONE
33740F870LDSFFIRST TR EXCHNG TRADED FD VI$8.3M4.17%446,407CommonNONE
97717W844DNLWISDOMTREE TR$7.2M3.62%185,171CommonNONE
921910840MGVVANGUARD WORLD FD$7.0M3.49%58,851CommonNONE
464288307IMCGISHARES TR$6.5M3.24%95,526CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$6.3M3.13%178,240CommonNONE
922908629VOVANGUARD INDEX FDS$4.5M2.24%18,477CommonNONE
922908744VTVVANGUARD INDEX FDS$4.4M2.20%27,437CommonNONE
464288653TLHISHARES TR$4.2M2.12%41,258CommonNONE
808524607SCHASCHWAB STRATEGIC TR$4.1M2.03%85,414CommonNONE
037833100AAPLAPPLE INC$3.7M1.84%17,499CommonNONE
69374H857CALFPACER FDS TR$3.7M1.83%84,127CommonNONE
97717X578XSOEWISDOMTREE TR$3.0M1.49%97,194CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$2.9M1.47%78,027CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$2.7M1.34%70,779CommonNONE
67066G104NVDANVIDIA CORPORATION$2.6M1.32%21,431CommonNONE
594918104MSFTMICROSOFT CORP$2.3M1.17%5,239CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$2.2M1.12%129,513CommonNONE
33737J307FEMSFIRST TR EXCH TRD ALPHDX FD$2.2M1.11%54,515CommonNONE
023135106AMZNAMAZON COM INC$2.1M1.07%11,117CommonNONE
922908595VBKVANGUARD INDEX FDS$2.0M1.00%7,955CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$1.9M0.94%56,077CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.4M0.72%1,688CommonNONE
30231G102XOMEXXON MOBIL CORP$1.2M0.62%10,745CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$1.2M0.60%20,133CommonNONE
64110L106NFLXNETFLIX INC$1.2M0.60%1,766CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$1.2M0.58%24,322CommonNONE
02079K305GOOGLALPHABET INC$1.2M0.58%6,318CommonNONE
46436E718SGOVISHARES TR$1.1M0.57%11,229CommonNONE
316092303FSTAFIDELITY COVINGTON TRUST$1.1M0.56%23,548CommonNONE
33738D606LGOVFIRST TR EXCHANGE-TRADED FD$1.1M0.55%52,445CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.1M0.54%7,897CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$973,0230.49%14,184CommonNONE
713448108PEPPEPSICO INC$967,1000.48%5,863CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$963,7690.48%4,765CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$932,6110.47%18,460CommonNONE
437076102HDHOME DEPOT INC$911,5480.46%2,648CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$893,5750.45%14,276CommonNONE
33740U737GFEBFIRST TR EXCHNG TRADED FD VI$891,8010.45%25,170CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$891,5510.45%15,802CommonNONE
464287200IVVISHARES TR$869,1130.43%1,588CommonNONE
064058100BKBANK NEW YORK MELLON CORP$839,6580.42%14,020CommonNONE
922908538VOTVANGUARD INDEX FDS$796,1140.40%3,468CommonNONE
922908512VOEVANGUARD INDEX FDS$781,6340.39%5,196CommonNONE
922908769VTIVANGUARD INDEX FDS$765,8480.38%2,862CommonNONE
166764100CVXCHEVRON CORP NEW$761,1400.38%4,866CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$743,7960.37%7,376CommonNONE
46090E103QQQINVESCO QQQ TR$738,3530.37%1,541CommonNONE
254687106DISDISNEY WALT CO$736,8660.37%7,421CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$735,0880.37%1,807CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$720,4750.36%11,500CommonNONE
33739Q804EIPXFIRST TR EXCHANGE-TRADED FD$717,7560.36%30,739CommonNONE
922908363VOOVANGUARD INDEX FDS$704,3810.35%1,408CommonNONE
33738D846DOGGFIRST TR EXCHANGE-TRADED FD$686,4430.34%34,721CommonNONE
464287473IWSISHARES TR$671,1940.34%5,559CommonNONE
33738D820SDVDFIRST TR EXCH TRADED FD III$662,8420.33%31,859CommonNONE
92204A306VDEVANGUARD WORLD FD$662,6880.33%5,194CommonNONE
46432F842IEFAISHARES TR$640,9830.32%8,824CommonNONE
09174C104BITBBITWISE BITCOIN ETF TR$614,5390.31%18,799CommonNONE
33738R308FTHIFIRST TR EXCHANGE-TRADED FD$601,2110.30%26,756CommonNONE
N07059210ASMLASML HOLDING N V$596,2520.30%583CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$584,6300.29%1,148CommonNONE
92826C839VVISA INC$577,1720.29%2,199CommonNONE
88160R101TSLATESLA INC$560,5940.28%2,833CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$545,0370.27%1,657CommonNONE
539830109LMTLOCKHEED MARTIN CORP$534,8300.27%1,145CommonNONE
71424F105PRPERMIAN RESOURCES CORP$519,5020.26%32,167CommonNONE
00206R102TAT&T INC$517,6330.26%27,087CommonNONE
060505104BACBANK AMERICA CORP$509,1130.25%12,801CommonNONE
172908105CTASCINTAS CORP$506,2880.25%723CommonNONE
931142103WMTWALMART INC$499,8350.25%7,382CommonNONE
79466L302CRMSALESFORCE INC$498,5170.25%1,939CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$491,7430.25%6,638CommonNONE
46428Q109SLVISHARES SILVER TR$478,7650.24%18,019CommonNONE
46435G425ESGUISHARES TR$463,6780.23%3,886CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$459,3430.23%11,138CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$458,9890.23%15,871CommonNONE
57636Q104MAMASTERCARD INCORPORATED$453,0710.23%1,027CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$452,1240.23%5,153CommonNONE
191216100KOCOCA COLA CO$438,0710.22%6,882CommonNONE
33738R704AIRRFIRST TR EXCHANGE-TRADED FD$437,3210.22%6,402CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$437,2850.22%4,362CommonNONE
922907746VTEBVANGUARD MUN BD FDS$426,1350.21%8,504CommonNONE
40412C101HCAHCA HEALTHCARE INC$424,0900.21%1,320CommonNONE
33739N108FMBFIRST TR EXCHANGE-TRADED FD$421,3690.21%8,252CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$420,8000.21%773CommonNONE
00724F101ADBEADOBE INC$409,9890.21%738CommonNONE
670100205NVONOVO-NORDISK A S$405,0960.20%2,838CommonNONE
969457100WMBWILLIAMS COS INC$393,2530.20%9,253CommonNONE
460146103IPINTERNATIONAL PAPER CO$380,5830.19%8,820CommonNONE
872540109TJXTJX COS INC NEW$377,5330.19%3,429CommonNONE
717081103PFEPFIZER INC$369,2920.18%13,198CommonNONE
316773100FITBFIFTH THIRD BANCORP$369,0600.18%10,114CommonNONE
58933Y105MRKMERCK & CO INC$359,1440.18%2,901CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$354,9350.18%8,710CommonNONE
30303M102METAMETA PLATFORMS INC$350,9390.18%696CommonNONE
922908611VBRVANGUARD INDEX FDS$350,8030.18%1,922CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$342,3090.17%5,327CommonNONE
174610105CFGCITIZENS FINL GROUP INC$339,8710.17%9,433CommonNONE
78463V107GLDSPDR GOLD TR$339,7160.17%1,580CommonNONE
29364G103ETRENTERGY CORP NEW$339,1900.17%3,170CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$338,2460.17%1,257CommonNONE
00287Y109ABBVABBVIE INC$337,8940.17%1,970CommonNONE
464287309IVWISHARES TR$336,4750.17%3,636CommonNONE
580135101MCDMCDONALDS CORP$329,2530.16%1,292CommonNONE
74762E102QUREQUANTA SVCS INC$328,2840.16%1,292CommonNONE
872590104TMUST-MOBILE US INC$327,8710.16%1,861CommonNONE
26875P101EOGEOG RES INC$326,8640.16%2,596CommonNONE
172967424CCITIGROUP INC$326,5920.16%5,146CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$323,9350.16%1,873CommonNONE
59156R108METMETLIFE INC$323,7160.16%4,612CommonNONE
655844108NSCNORFOLK SOUTHN CORP$316,2380.16%1,473CommonNONE
172062101CINFCINCINNATI FINL CORP$310,3670.16%2,628CommonNONE
11135F101AVGOBROADCOM INC$309,8670.16%193CommonNONE
02079K107GOOGALPHABET INC$306,8620.15%1,673CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$306,5430.15%654CommonNONE
33739Q309HISFFIRST TR EXCHANGE-TRADED FD$301,5540.15%6,889CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$301,1160.15%4,739CommonNONE
902973304USBUS BANCORP DEL$296,0830.15%7,458CommonNONE
031162100AMGNAMGEN INC$295,2650.15%945CommonNONE
816851109SRESEMPRA$290,0490.15%3,813CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$289,2760.14%3,024CommonNONE
66538H534BIBLNORTHERN LTS FD TR IV$284,3960.14%7,488CommonNONE
742718109PGPROCTER AND GAMBLE CO$282,6320.14%1,713CommonNONE
25746U109DDOMINION ENERGY INC$282,0440.14%5,756CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$275,6160.14%9,900CommonNONE
65339F101NEENEXTERA ENERGY INC$274,4600.14%3,876CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$272,6160.14%3,699CommonNONE
337932107FEFIRSTENERGY CORP$268,7700.13%7,023CommonNONE
776696106ROPROPER TECHNOLOGIES INC$268,3020.13%476CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$261,0160.13%472CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$254,2800.13%10,400CommonNONE
69374H105PTLCPACER FDS TR$240,4400.12%4,832CommonNONE
988498101YUMYUM BRANDS INC$238,9060.12%1,803CommonNONE
14040H105COFCAPITAL ONE FINL CORP$237,7750.12%1,717CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$232,2770.12%2,906CommonNONE
65473P105NINISOURCE INC$231,2580.12%8,027CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$228,1150.11%11,383CommonNONE
345370860FFORD MTR CO DEL$227,9400.11%18,177CommonNONE
372460105GPCGENUINE PARTS CO$222,6950.11%1,610CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$217,1220.11%1,117CommonNONE
464287523SOXXISHARES TR$214,6270.11%870CommonNONE
G54950103LINLINDE PLC$214,1390.11%488CommonNONE
747525103QCOMQUALCOMM INC$212,9230.11%1,069CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$210,0880.11%997CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$206,3140.10%4,174CommonNONE
464286525ACWVISHARES INC$205,6180.10%1,965CommonNONE
78464A284HYMBSPDR SER TR$204,2320.10%8,028CommonNONE
594960304MVISMICROVISION INC DEL$31,8000.02%30,000CommonNONE
00972D105AKBAAKEBIA THERAPEUTICS INC$13,9740.01%13,700CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.