Cedar Wealth Management, LLC Portfolio Holdings

Cedar Wealth Management, LLC

  • $303 Million
  • Q1 2024

Cedar Wealth Management, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $303 Million distributed in 345 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $54.8M, Schwab Strategic Tr Us Dividen with a value of $36.4M, Invesco ETF Tf Ii S&P Intl Dev with a value of $24M, Vanguard World Fd Esg U.S. Sto with a value of $19.4M, and Philip Morris International Inc. with a value of $16M.

Examining the 13F form we can see an increase of $29.3M in the current position value, from $274M to 303M.

Cedar Wealth Management, LLC is based out at Walnut Creek, CA

Below you can find more details about Cedar Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $303 Million
ETFs: $238 Million
Consumer Defensive: $28 Million
Technology: $8.54 Million
Financial Services: $6.89 Million
Consumer Cyclical: $6.57 Million
Communication Services: $5.19 Million
Energy: $3.5 Million
Healthcare: $2.64 Million
Other: $3.99 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.8 Million 18.09% of portfolio
210,863
Q1 2024 Reduced 0.19%
$0
$36.4 Million 12.03% of portfolio
451,956
Q1 2024 Added 7.44%
$0
$24 Million 7.91% of portfolio
781,521
Q1 2024 Added 3.51%
$0
$19.4 Million 6.4% of portfolio
208,057
Q1 2024 Reduced 2.71%
$158B
$16 Million 5.28% of portfolio
174,508
Q1 2024 Reduced 3.82%
$0
$15.3 Million 5.04% of portfolio
143,422
Q1 2024 Added 25.33%
$0
$9.93 Million 3.28% of portfolio
235,731
Q1 2024 Added 14.69%
$0
$9.66 Million 3.19% of portfolio
302,298
Q1 2023 New
$83.2B
$7.23 Million 2.39% of portfolio
165,709
Q1 2024 Reduced 18.45%
$0
$5.32 Million 1.76% of portfolio
17,728
Q1 2024 Added 8.09%
$0
$4.8 Million 1.58% of portfolio
79,480
Q1 2024 Added 4.21%
$0
$4.49 Million 1.48% of portfolio
66,744
Q1 2024 Reduced 0.01%
$93B
$3.45 Million 1.14% of portfolio
49,293
Q4 2023 Added 0.85%
$1.9T
$3.36 Million 1.11% of portfolio
18,611
Q1 2024 Added 0.36%
$0
$3.23 Million 1.06% of portfolio
45,224
Q1 2024 Reduced 3.25%
$0
$3.12 Million 1.03% of portfolio
75,881
Q1 2024 Added 3.63%
$0
$2.71 Million 0.89% of portfolio
5,639
Q1 2024 Added 35.23%
$0
$2.67 Million 0.88% of portfolio
34,564
Q1 2024 Added 0.67%
$3.23B
$2.49 Million 0.82% of portfolio
37,500
Q1 2024 Added 1.63%
$3.36T
$2.43 Million 0.8% of portfolio
5,766
Q1 2024 Added 15.34%
$0
$2.15 Million 0.71% of portfolio
44,677
Q1 2024 Added 3.06%
$0
$2.14 Million 0.71% of portfolio
22,640
Q1 2024 Added 2.73%
$0
$2 Million 0.66% of portfolio
26,309
Q1 2024 Added 1.05%
$0
$1.92 Million 0.63% of portfolio
41,676
Q1 2024 Added 5.08%
$1.1T
$1.78 Million 0.59% of portfolio
11,795
Q1 2024 Added 1.34%
$0
$1.6 Million 0.53% of portfolio
49,052
Q1 2024 Reduced 0.9%
$0
$1.61 Million 0.53% of portfolio
10,865
Q1 2024 Reduced 3.94%
$0
$1.54 Million 0.51% of portfolio
26,572
Q1 2024 Added 0.46%
$3.36T
$1.49 Million 0.49% of portfolio
8,701
Q1 2024 Added 14.7%
$0
$1.44 Million 0.48% of portfolio
3,254
Q1 2024 Reduced 0.67%
$59.5B
$1.44 Million 0.48% of portfolio
32,308
Q1 2024 Added 3.03%
$0
$1.41 Million 0.47% of portfolio
4,100
Q1 2024 Added 0.61%
$0
$1.27 Million 0.42% of portfolio
21,254
Q1 2024 Reduced 0.85%
$0
$1.18 Million 0.39% of portfolio
4,784
Q2 2023 Added 0.23%
$0
$1.19 Million 0.39% of portfolio
14,554
Q1 2024 Reduced 1.2%
$0
$1.06 Million 0.35% of portfolio
58,914
Q1 2024 Reduced 0.25%
$0
$1.06 Million 0.35% of portfolio
11,467
Q1 2024 Added 9.29%
$0
$1.05 Million 0.35% of portfolio
17,125
Q1 2024 New
$1.15T
$996,000 0.33% of portfolio
2,053
Q1 2024 Reduced 5.3%
$0
$972,000 0.32% of portfolio
20,297
Q1 2024 Added 0.65%
$0
$943,000 0.31% of portfolio
7,798
Q1 2024 Added 56.52%
$0
$904,000 0.3% of portfolio
22,017
Q1 2023 New
$0
$869,000 0.29% of portfolio
33,322
Q1 2024 Reduced 2.42%
$0
$865,000 0.29% of portfolio
24,812
Q1 2023 New
$0
$838,000 0.28% of portfolio
20,417
Q1 2022 Added 19.53%
$3.45B
$813,000 0.27% of portfolio
25,281
Q1 2024 Reduced 0.37%
$0
$791,000 0.26% of portfolio
20,666
Q1 2024 Reduced 10.0%
$58.8B
$779,000 0.26% of portfolio
11,988
Q1 2024 Added 150.64%
$0
$794,000 0.26% of portfolio
18,731
Q1 2024 Added 3.76%

Summary

  • Portfolio
  • No. of Stocks 345
  • Current Value $303 Million
  • Prior Value $274 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 83 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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