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CEDRUS LLC

Q3 2024 · 13F-HR

CEDRUS LLCholdings as filed

Filed 2024-10-18 · accession 0001085146-24-005005

$269.9M
Reported value
182
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908736VUGVANGUARD INDEX FDS$15.3M5.67%39,833CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$15.1M5.58%333,069CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$12.9M4.78%217,793CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$11.0M4.07%121,070CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$9.9M3.68%403,556CommonNONE
33740F870LDSFFIRST TR EXCHNG TRADED FD VI$9.8M3.64%512,084CommonNONE
921910840MGVVANGUARD WORLD FD$8.2M3.02%63,602CommonNONE
97717W844DNLWISDOMTREE TR$8.0M2.97%203,241CommonNONE
464288307IMCGISHARES TR$7.6M2.80%103,508CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$7.4M2.75%197,311CommonNONE
922908629VOVANGUARD INDEX FDS$7.1M2.63%26,937CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$5.5M2.02%91,173CommonNONE
464288653TLHISHARES TR$5.1M1.90%46,957CommonNONE
922908744VTVVANGUARD INDEX FDS$5.0M1.85%28,600CommonNONE
808524607SCHASCHWAB STRATEGIC TR$4.7M1.74%91,116CommonNONE
922908363VOOVANGUARD INDEX FDS$4.3M1.59%8,114CommonNONE
037833100AAPLAPPLE INC$4.3M1.58%18,256CommonNONE
69374H857CALFPACER FDS TR$4.2M1.56%90,682CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$3.6M1.34%87,915CommonNONE
97717X578XSOEWISDOMTREE TR$3.5M1.30%106,393CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$3.2M1.19%76,482CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$3.1M1.16%91,243CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$3.0M1.10%164,212CommonNONE
594918104MSFTMICROSOFT CORP$2.8M1.04%6,534CommonNONE
67066G104NVDANVIDIA CORPORATION$2.6M0.98%21,792CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$2.5M0.94%69,552CommonNONE
33737J307FEMSFIRST TR EXCH TRD ALPHDX FD$2.5M0.94%61,574CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$2.4M0.89%48,529CommonNONE
922908595VBKVANGUARD INDEX FDS$2.3M0.84%8,508CommonNONE
33738D606LGOVFIRST TR EXCHANGE-TRADED FD$2.2M0.82%99,265CommonNONE
023135106AMZNAMAZON COM INC$2.2M0.82%11,811CommonNONE
46090E103QQQINVESCO QQQ TR$2.1M0.78%4,328CommonNONE
922908769VTIVANGUARD INDEX FDS$2.0M0.73%6,980CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$1.7M0.63%31,447CommonNONE
464287671IUSGISHARES TR$1.7M0.63%12,810CommonNONE
46137V480XSVMINVESCO EXCHANGE TRADED FD T$1.5M0.57%28,055CommonNONE
316092303FSTAFIDELITY COVINGTON TRUST$1.5M0.55%28,824CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.4M0.52%1,593CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M0.52%12,034CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$1.3M0.50%45,095CommonNONE
33738R308FTHIFIRST TR EXCHANGE-TRADED FD$1.3M0.48%55,858CommonNONE
46436E718SGOVISHARES TR$1.3M0.48%12,762CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$1.3M0.47%17,411CommonNONE
64110L106NFLXNETFLIX INC$1.3M0.47%1,781CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.2M0.46%14,785CommonNONE
46434G103IEMGISHARES INC$1.2M0.46%21,496CommonNONE
02079K305GOOGLALPHABET INC$1.2M0.45%7,382CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$1.1M0.41%18,892CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.1M0.41%21,843CommonNONE
437076102HDHOME DEPOT INC$1.1M0.40%2,680CommonNONE
922908538VOTVANGUARD INDEX FDS$1.1M0.40%4,449CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.1M0.40%7,885CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.0M0.38%4,906CommonNONE
33738R662FICSFIRST TR EXCHANGE-TRADED FD$1.0M0.38%27,469CommonNONE
713448108PEPPEPSICO INC$993,2110.37%5,840CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$947,2150.35%2,058CommonNONE
33739Q804EIPXFIRST TR EXCHANGE-TRADED FD$925,6590.34%38,282CommonNONE
33740U737GFEBFIRST TR EXCHNG TRADED FD VI$919,2080.34%25,170CommonNONE
464287507IJHISHARES TR$885,0750.33%14,202CommonNONE
922908512VOEVANGUARD INDEX FDS$884,1240.33%5,273CommonNONE
46432F842IEFAISHARES TR$875,7290.32%11,220CommonNONE
166764100CVXCHEVRON CORP NEW$839,2920.31%5,699CommonNONE
464287200IVVISHARES TR$837,6600.31%1,452CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$836,4150.31%13,178CommonNONE
69374H105PTLCPACER FDS TR$831,6040.31%15,825CommonNONE
88160R101TSLATESLA INC$815,7620.30%3,118CommonNONE
33739N108FMBFIRST TR EXCHANGE-TRADED FD$812,3880.30%15,634CommonNONE
33738D820SDVDFIRST TR EXCH TRADED FD III$791,8820.29%35,896CommonNONE
464287473IWSISHARES TR$786,2260.29%5,945CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$781,5580.29%7,502CommonNONE
92204A306VDEVANGUARD WORLD FD$776,5930.29%6,341CommonNONE
46137V118PSPINVESCO EXCHANGE TRADED FD T$768,9760.28%11,272CommonNONE
064058100BKBANK NEW YORK MELLON CORP$768,3990.28%10,693CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$743,0990.28%14,071CommonNONE
33738D846DOGGFIRST TR EXCHANGE-TRADED FD$740,1970.27%35,433CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$737,3070.27%16,208CommonNONE
09174C104BITBBITWISE BITCOIN ETF TR$733,1700.27%21,196CommonNONE
254687106DISDISNEY WALT CO$726,6070.27%7,553CommonNONE
33740U810XSEPFIRST TR EXCHNG TRADED FD VI$691,7060.26%18,029CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$678,2770.25%1,182CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$677,0590.25%1,158CommonNONE
060505104BACBANK AMERICA CORP$672,3020.25%16,943CommonNONE
46138J593OMFSINVESCO EXCH TRD SLF IDX FD$662,7000.25%16,756CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$661,0170.24%11,472CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$648,7900.24%1,669CommonNONE
30303M102METAMETA PLATFORMS INC$623,9630.23%1,090CommonNONE
92826C839VVISA INC$620,5620.23%2,257CommonNONE
931142103WMTWALMART INC$619,6800.23%7,674CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$616,9650.23%7,298CommonNONE
33738R704AIRRFIRST TR EXCHANGE-TRADED FD$603,8560.22%8,087CommonNONE
57636Q104MAMASTERCARD INCORPORATED$576,2650.21%1,167CommonNONE
79466L302CRMSALESFORCE INC$573,6960.21%2,096CommonNONE
172908105CTASCINTAS CORP$566,5820.21%2,752CommonNONE
46432F339QUALISHARES TR$548,0200.20%3,056CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$539,6620.20%21,552CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$520,7980.19%6,480CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$497,1420.18%11,848CommonNONE
N07059210ASMLASML HOLDING N V$474,1190.18%569CommonNONE
464287663IUSVISHARES TR$455,8290.17%4,773CommonNONE
539830109LMTLOCKHEED MARTIN CORP$450,1110.17%770CommonNONE
40412C101HCAHCA HEALTHCARE INC$448,2920.17%1,103CommonNONE
46428Q109SLVISHARES SILVER TR$446,5770.17%15,719CommonNONE
71424F105PRPERMIAN RESOURCES CORP$439,5820.16%32,298CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$436,8690.16%9,151CommonNONE
717081103PFEPFIZER INC$435,4990.16%15,048CommonNONE
33734Y109FYXFIRST TR SML CP CORE ALPHA F$435,3440.16%4,374CommonNONE
11135F101AVGOBROADCOM INC$434,8730.16%2,521CommonNONE
33738D812TDVIFIRST TR EXCHANGE-TRADED FD$432,5970.16%17,310CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$422,1390.16%9,774CommonNONE
464287655IWMISHARES TR$416,7720.15%1,886CommonNONE
46435G425ESGUISHARES TR$408,6970.15%3,239CommonNONE
872590104TMUST-MOBILE US INC$407,9740.15%1,977CommonNONE
580135101MCDMCDONALDS CORP$404,9980.15%1,330CommonNONE
00724F101ADBEADOBE INC$401,7970.15%776CommonNONE
65339F101NEENEXTERA ENERGY INC$396,1080.15%4,686CommonNONE
00206R102TAT&T INC$395,8020.15%17,991CommonNONE
33735B108FNXFIRST TR MID CAP CORE ALPHAD$392,8040.15%3,353CommonNONE
872540109TJXTJX COS INC NEW$389,2710.14%3,311CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$385,9880.14%624CommonNONE
33740F425XJULFIRST TR EXCHNG TRADED FD VI$379,6600.14%10,867CommonNONE
655844108NSCNORFOLK SOUTHN CORP$367,5320.14%1,479CommonNONE
26875P101EOGEOG RES INC$365,2270.14%2,971CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$359,9780.13%3,122CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$359,9720.13%774CommonNONE
74762E102QUREQUANTA SVCS INC$358,9730.13%1,204CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$357,8370.13%7,967CommonNONE
922908611VBRVANGUARD INDEX FDS$352,5700.13%1,756CommonNONE
464287309IVWISHARES TR$348,1470.13%3,636CommonNONE
191216100KOCOCA COLA CO$345,7470.13%4,811CommonNONE
464288281EMBISHARES TR$345,6850.13%3,694CommonNONE
78463V107GLDSPDR GOLD TR$342,7150.13%1,410CommonNONE
46137V324RSPNINVESCO EXCHANGE TRADED FD T$333,2750.12%6,508CommonNONE
670100205NVONOVO-NORDISK A S$323,7510.12%2,719CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$323,4830.12%2,523CommonNONE
032108607BLOKAMPLIFY ETF TR$309,3900.11%8,246CommonNONE
66538H534BIBLNORTHERN LTS FD TR IV$304,8170.11%7,494CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$304,5730.11%1,269CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$303,7970.11%12,089CommonNONE
855244109SBUXSTARBUCKS CORP$301,4990.11%3,092CommonNONE
33738R407FTQIFIRST TR EXCHANGE-TRADED FD$299,4780.11%14,622CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$298,5660.11%2,910CommonNONE
00287Y109ABBVABBVIE INC$295,2730.11%1,495CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$294,5250.11%9,900CommonNONE
02079K107GOOGALPHABET INC$292,2480.11%1,748CommonNONE
031162100AMGNAMGEN INC$290,9560.11%903CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$280,1740.10%4,129CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$278,5650.10%2,625CommonNONE
701094104PHPARKER-HANNIFIN CORP$277,3690.10%439CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$272,7150.10%3,057CommonNONE
14040H105COFCAPITAL ONE FINL CORP$272,4330.10%1,819CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$266,9790.10%1,148CommonNONE
33739Q309HISFFIRST TR EXCHANGE-TRADED FD$262,1060.10%5,765CommonNONE
172967424CCITIGROUP INC$261,9580.10%4,184CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$255,7900.09%1,157CommonNONE
92204A702VGTVANGUARD WORLD FD$255,2630.09%435CommonNONE
460146103IPINTERNATIONAL PAPER CO$253,3360.09%5,186CommonNONE
988498101YUMYUM BRANDS INC$253,2400.09%1,812CommonNONE
969457100WMBWILLIAMS COS INC$246,4840.09%5,399CommonNONE
29364G103ETRENTERGY CORP NEW$244,6630.09%1,859CommonNONE
316773100FITBFIFTH THIRD BANCORP$242,7310.09%5,666CommonNONE
776696106ROPROPER TECHNOLOGIES INC$240,3820.09%432CommonNONE
59156R108METMETLIFE INC$237,1300.09%2,875CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$234,6910.09%1,052CommonNONE
G54950103LINLINDE PLC$233,6610.09%490CommonNONE
174610105CFGCITIZENS FINL GROUP INC$231,4710.09%5,636CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$229,2620.08%5,132CommonNONE
25746U109DDOMINION ENERGY INC$228,3860.08%3,952CommonNONE
464286525ACWVISHARES INC$225,0510.08%1,965CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$219,0300.08%52CommonNONE
78409V104SPGIS&P GLOBAL INC$218,0140.08%422CommonNONE
464287523SOXXISHARES TR$215,4770.08%934CommonNONE
66538H641ISMDNORTHERN LTS FD TR IV$213,9380.08%5,644CommonNONE
78468R788SPYDSPDR SER TR$213,6420.08%4,680CommonNONE
58933Y105MRKMERCK & CO INC$212,2440.08%1,869CommonNONE
816851109SRESEMPRA$208,3580.08%2,491CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$208,2980.08%424CommonNONE
20825C104COPCONOCOPHILLIPS$208,0370.08%1,976CommonNONE
742718109PGPROCTER AND GAMBLE CO$206,3460.08%1,191CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$201,7230.07%382CommonNONE
345370860FFORD MTR CO$119,5830.04%11,324CommonNONE
594960304MVISMICROVISION INC DEL$34,2000.01%30,000CommonNONE
00972D105AKBAAKEBIA THERAPEUTICS INC$18,0840.01%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.