Titelia

Holdings of Cedrus Wealth Group LLC

31 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 72 % of the equity sleeve

Sector breakdown

  • Technology 10.2 %
  • Funds 7.3 %
  • Financials 6.1 %
  • Consumer staples 4.7 %
  • Industrials 2.5 %
  • Consumer discretionary 2.2 %
  • Materials 1.5 %
  • Unattributed 65.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 97.9 %
  • PE 2.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3042.7M $97.94 %
2PE1898.2K $2.06 %

Positions

RankCompanySharesValueWeight
1State Street SPDR S&P 500 ETF Trust 21,93614.3M $
2First Trust Rising Dividend Achievers ETF 48,1043.3M $
3Amplify ETF Trust 97,4632.9M $
4Costco Wholesale Corp 2,0782.1M $
5Invesco QQQ Trust Series 1 3,1221.8M $
6NVIDIA Corp 9,9581.7M $
7Apple Inc 5,5151.4M $
8Berkshire Hathaway Inc 2,8291.4M $
9Visa Inc 4,3131.3M $
10Microsoft Corp 3,5071.3M $
11iShares Trust 10,178989.6K $
12Tesla Inc 2,612971K $
13Cia de Minas Buenaventura SAA 24,923898.2K $
14iShares TIPS Bond ETF 7,400816.7K $
15United Rentals Inc 1,109808.1K $
16State Street SPDR Bloomberg High Yield Bond ETF 8,402804.2K $
17COLUMBIA RESEARCH ENHANCED CORE ETF 20,021780.4K $
18iShares Core S&P Small-Cap ETF 5,749714.7K $
19iShares Trust 8,165649.6K $
20Coeur Mining Inc 33,811634.6K $
21First Trust SMID Cap Rising Dividend Achievers ETF 15,050593.4K $
22Invesco S&P 500 Equal Weight ETF 2,572493.6K $
23First Trust Exchange-Traded Fund 9,512483.2K $
24State Street Blackstone Senior Loan ETF 9,451379.4K $
25Invesco Senior Loan ETF 18,517377.9K $
26DBX ETF Trust 10,241370.3K $
27First Trust Exchange-Traded AlphaDEX Fund 2,441313K $
28Deere & Co 541304.7K $
29iShares Silver Trust 4,374298K $
30FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND 2,340279.3K $
31Chevron Corp 1,304269.8K $