Fund HoldingsRED CEDAR INVESTMENT MANAGEMENT, LLC

Total Portfolio Value
$722.81M
Total Bought
$55.18M
Total Sold
$124.16M
Net Transaction
-$68.98M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR0254,276+254,276020,7822.88%+20,782
VANECK ETF TRUST
GOLD MINERS ETF
0317,318+317,318014,5872.02%+14,587
ISHARES INC
CORE MSCI EMKT
524,626566,921+42,29527,39630,5974.23%+3,201
AGNICO EAGLE MINES LTD(AEM)026,457+26,45702,8680.40%+2,868
KINROSS GOLD CORP(KGC)0226,811+226,81102,8600.40%+2,860
ALAMOS GOLD INC NEW0106,480+106,48002,8470.39%+2,847
BLACKROCK INC(BLK)1,8393,526+1,6871,8853,3370.46%+1,452
CORNING INC(GLW)35,98968,925+32,9361,7103,1550.44%+1,445
SCHWAB STRATEGIC TR1,083,6661,083,666020,04821,4352.97%+1,387
CITIZENS FINL GROUP INC(CFG)030,612+30,61201,2540.17%+1,254
RTX CORPORATION(RTX)10,13617,003+6,8671,1732,2520.31%+1,079
VISA INC(V)7,2149,461+2,2472,2803,3160.46%+1,036
MCKESSON CORP(MCK)01,289+1,28908670.12%+867
ABBVIE INC(ABBV)27,21027,21004,8355,7010.79%+866
ELI LILLY & CO(LLY)10,46910,334-1358,0828,5351.18%+453
SOUTHERN CO(SO)44,89744,89703,6964,1280.57%+432
WEC ENERGY GROUP INC(WEC)18,99320,045+1,0521,7862,1850.30%+398
WELLTOWER INC(WELL)14,25614,25601,7972,1840.30%+387
MCDONALDS CORP(MCD)14,20614,20604,1184,4380.61%+319
PAYCHEX INC(PAYX)22,29022,29003,1263,4390.48%+313
CHEVRON CORP NEW(CVX)11,34211,34201,6431,8970.26%+255
MONDELEZ INTL INC(MDLZ)28,33628,33601,6931,9230.27%+230
CINTAS CORP(CTAS)9,1249,12401,6671,8750.26%+208
JPMORGAN CHASE & CO.(JPM)28,28928,28906,7816,9390.96%+158
EXXON MOBIL CORP12,59612,59601,3551,4980.21%+143
COSTCO WHSL CORP NEW(COST)4,4314,43104,0604,1910.58%+131
SPDR SER TR
ST SHOR CORP ETF
495,033495,033014,78214,9002.06%+119
PHILLIPS 66(PSX)11,59611,59601,3211,4320.20%+111
VICI PPTYS INC(VICI)31,53531,53509211,0290.14%+108
STRYKER CORPORATION(SYK)6,9426,94202,4992,5840.36%+85
ISHARES TR40,84840,84803,9584,0410.56%+83
PROCTER AND GAMBLE CO(PG)19,65019,65003,2943,3490.46%+54
VALERO ENERGY CORP(VLO)5,6975,69706987520.10%+54
COCA COLA CO(KO)4,7744,77402973420.05%+45
AIR PRODS & CHEMS INC4,4264,42601,2841,3050.18%+22
ISHARES TR19,90719,90701,0291,0430.14%+13
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
13,39913,39901,0451,0580.15%+12
VANGUARD BD INDEX FDS10,56010,56008168270.11%+11
TJX COS INC NEW(TJX)10,72710,72701,2961,3070.18%+11
MARATHON PETE CORP(MPC)1,4401,44002012100.03%+9
PIMCO ETF TR
ENHAN SHRT MA AC
10,84310,84301,0881,0910.15%+3
ISHARES S&P GSCI COMMODITY-(GSG)193,083184,379-8,7044,2034,1980.58%-5
FIRST TR EXCH TRADED FD III48,65748,65708618560.12%-5
EXCHANGE PLACE ADVISORS TRUS200,000200,00005,0135,0040.69%-9
NEXTERA ENERGY INC(NEE)31,34231,34202,2472,2220.31%-25
META PLATFORMS INC(META)8,3018,30104,8604,7840.66%-76
SIMON PPTY GROUP INC NEW(SPG)12,74812,74802,1952,1170.29%-78
DIGITAL RLTY TR INC(DLR)4,8864,88608667000.10%-166
UNITED RENTALS INC(URI)2,4582,45801,7321,5400.21%-191
PNC FINL SVCS GROUP INC(PNC)12,11312,11302,3362,1290.29%-207
VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
19,10919,182+732,7632,5530.35%-210
AMERICAN EXPRESS CO(AXP)7,6287,62802,2642,0520.28%-212
MARRIOTT INTL INC NEW(MAR)5,3695,36901,4981,2790.18%-219
LOCKHEED MARTIN CORP(LMT)3,5083,274-2341,7051,4630.20%-242
EQUINIX INC(EQIX)1,9481,94801,8371,5880.22%-248
PARKER-HANNIFIN CORP(PH)9,2479,24705,8815,6210.78%-261
HOME DEPOT INC(HD)11,61011,61004,5164,2550.59%-261
ISHARES TR7,2907,298+82,9282,6350.36%-292
ACCENTURE PLC IRELAND
SHS CLASS A
7,8587,85802,7642,4520.34%-312
APPLE INC(AAPL)11,92111,92102,9852,6480.37%-337
MOTOROLA SOLUTIONS INC(MSI)15,77515,77507,2926,9060.96%-385
MARSH & MCLENNAN COS INC(MRSH)17,52113,578-3,9433,7223,3130.46%-408
VANGUARD SCOTTSDALE FDS
VNG RUS3000IDX
17,04715,982-1,0654,4283,9440.55%-484
AMERIPRISE FINL INC(AMP)10,52210,52205,6025,0940.70%-508
GENERAL DYNAMICS CORP(GD)8,0764,980-3,0962,1281,3570.19%-770
QUALCOMM INC(QCOM)28,43623,105-5,3314,3683,5490.49%-819
ANALOG DEVICES INC(ADI)20,99416,780-4,2144,4603,3840.47%-1,076
MICROSOFT CORP(MSFT)23,62523,62509,9588,8691.23%-1,089
MERCK & CO INC(MRK)31,09621,092-10,0043,0931,8930.26%-1,200
PEPSICO INC(PEP)10,7432,813-7,9301,6344220.06%-1,212
EATON CORP PLC(ETN)22,31322,31307,4056,0650.84%-1,340
FIDELITY NATL INFORMATION SV(FIS)21,4693,750-17,7191,7342800.04%-1,454
VANGUARD INDEX FDS17,75815,282-2,4769,5687,8541.09%-1,715
UNITEDHEALTH GRP ORD(UNH)5,1950-5,1952,6280-2,628
BROADCOM INC(AVGO)56,57556,575013,1169,4721.31%-3,644
SCHWAB STRATEGIC TR940,905723,045-217,86021,81015,9652.21%-5,845
SPDR S&P 500(SPY)14,2500-14,2508,3520-8,352
ISHARES:CORE S&P 50015,1300-15,1308,9070-8,907
ISHARES TR230,795208,901-21,89450,99741,6745.77%-9,323
ISHARES INC
MSCI JAPAN ETF
556,296402,558-153,73837,32727,5993.82%-9,728
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
583,944523,568-60,37652,16442,2265.84%-9,938
ISHARES TR521,578453,841-67,737168,032139,21119.26%-28,820
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
675,069588,023-87,046180,054149,27620.65%-30,779
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