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Sbe Llc Dba Cedar Cove Wealth Partners

Portfolio Manager
Sbe Llc Dba Cedar Cove Wealth Partners
Performance
-2.04% (2026 Q1)
AUM (13F)
$190.57M
# of Holdings
88
Performance Rank
Allocation (Top 20)
72.56%

Sbe Llc Dba Cedar Cove Wealth Partners Holdings Map

Top 50 Sbe Llc Dba Cedar Cove Wealth Partners Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JUST
GOLDMAN SACHS ETF TR
19.11%393.8K$36.4M
+7.92%(+28.90K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 364.9K shares2026-Q1: 393.8K shares
$95.20(+11.28%)
2026-03-31
DMXF
ISHARES TR
9.4%237.3K$17.9M
+0.65%(+1.54K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 235.8K shares2026-Q1: 237.3K shares
$75.45(+9.26%)
2026-03-31
TSEL
TOUCHSTONE ETF TRUST
7.6%586.0K$14.5M
+18.92%(+93.23K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 492.7K shares2026-Q1: 586.0K shares
$28.83(-0.93%)
2026-03-31
NODE
VANECK FDS
3.46%203.6K$6.6M
+42.04%(+60.26K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 143.3K shares2026-Q1: 203.6K shares
$36.58(+24.12%)
2026-03-31
SMTH
ALPS ETF TR
2.95%218.3K$5.6M
+6.76%(+13.82K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 204.5K shares2026-Q1: 218.3K shares
$26.10(-1.50%)
2026-03-31
SMH
VANECK ETF TRUST
2.74%13.6K$5.2M
-11.21%(-1.72K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 15.3K shares2026-Q1: 13.6K shares
$343.24(+66.78%)
2026-03-31
RSPS
INVESCO EXCHANGE TRADED FD T
2.67%172.5K$5.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 172.5K shares
$29.27(+1.62%)
2026-03-31
BSCQ
INVESCO EXCH TRD SLF IDX FD
2.62%255.5K$5.0M
-7.75%(-21.45K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 276.9K shares2026-Q1: 255.5K shares
$19.57(-0.01%)
2026-03-31
DCRE
DOUBLELINE ETF TRUST
2.57%94.3K$4.9M
+8.66%(+7.52K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 86.8K shares2026-Q1: 94.3K shares
$51.99(-0.42%)
2026-03-31
GDX
VANECK ETF TRUST
2.55%52.9K$4.9M
+60.64%(+19.98K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 32.9K shares2026-Q1: 52.9K shares
$83.99(+14.58%)
2026-03-31

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