Cedar Wealth Management, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $322 Million distributed in 265 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 $59.6M, Schwab Strategic Tr Us Dividen with a value of $39.2M, Invesco ETF Tf Ii S&P Intl Dev with a value of $25M, Vanguard World Fd Esg U.S. Sto with a value of $21M, and Philip Morris International Inc. with a value of $17.7M.
Examining the 13F form we can see an increase of $14.2M in the current position value, from $307M to 322M.
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
$322 Million
ETFs: $257 Million
Consumer Defensive: $29.2 Million
Consumer Cyclical: $8.34 Million
Technology: $7.66 Million
Financial Services: $6.3 Million
Communication Services: $3.98 Million
Energy: $2.83 Million
Basic Materials: $2.77 Million
Other: $3.18 Million
Stock Holdings Table Market Cap. of $200 Billions or more
