Cedrus Wealth Group LLC - Portfolio overview

Cedrus Wealth Group LLC has 48 reported holdings in this dataset, with the latest filing dated 2026-05-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Basic Materials.

Largest reported holdings by portfolio allocation

1. PSLV - SPROTT ASSET MANAGEMENT LP, 26.12%
2. XLE - SELECT SECTOR SPDR TR, 14.76%
3. SPPP - SPROTT ASSET MANAGEMENT LP, 3.82%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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