Cedar Wealth Management, LLC Portfolio Holdings

Cedar Wealth Management, LLC

  • $307 Million
  • Q2 2024

Cedar Wealth Management, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $307 Million distributed in 303 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 $56.4M, Schwab Strategic Tr Us Dividen with a value of $36M, Invesco ETF Tf Ii S&P Intl Dev with a value of $23.9M, Vanguard World Fd Esg U.S. Sto with a value of $20M, and Philip Morris International Inc. with a value of $16.8M.

Examining the 13F form we can see an increase of $4.49M in the current position value, from $303M to 307M.

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 $307 Million
ETFs: $241 Million
Consumer Defensive: $28 Million
Technology: $9.43 Million
Consumer Cyclical: $7.42 Million
Communication Services: $5.74 Million
Financial Services: $5.59 Million
Basic Materials: $3.49 Million
Energy: $3.46 Million
Other: $3.48 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$89,000 0.03% of portfolio
4,302
Q3 2022 Reduced 53.32%
$0
$34,000 0.01% of portfolio
1,469
Q1 2024 Reduced 1.87%
$0
$29,000 0.01% of portfolio
3,940
Q2 2023 Reduced 26.9%
$0
$19,000 0.01% of portfolio
992
Q3 2022 Reduced 43.05%
$0
$15,000 0.0% of portfolio
1,900
Q4 2021 New
$24.9M
$3,000 0.0% of portfolio
2,850
Q1 2022 Added 90.0%
$0
$1,000 0.0% of portfolio
183
Q2 2021 Reduced 40.58%

Summary

  • Portfolio
  • No. of Stocks 303
  • Current Value $307 Million
  • Prior Value $303 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 13 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 91 stocks
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