$146 Million is the total value of Cedar Wealth Management, LLC's 124 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LDUR | New | PIMCO ETF TRlow durtn ac etf | $3,134,000 | – | 31,011 | +100.0% | 2.15% | – |
| FTV | New | FORTIVE CORP | $55,000 | – | 1,080 | +100.0% | 0.04% | – |
| QDF | New | FLEXSHARES TRqualt divd idx | $38,000 | – | 1,000 | +100.0% | 0.03% | – |
| AEM | New | AGNICO EAGLE MINES LTD | $27,000 | – | 500 | +100.0% | 0.02% | – |
| CPG | New | CRESCENT PT ENERGY CORP | $26,000 | – | 2,000 | +100.0% | 0.02% | – |
| V | New | VISA INC | $25,000 | – | 300 | +100.0% | 0.02% | – |
| VNOM | New | VIPER ENERGY PARTNERS LP | $16,000 | – | 1,000 | +100.0% | 0.01% | – |
| BAC | New | BANK AMER CORP | $10,000 | – | 623 | +100.0% | 0.01% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $5,000 | – | 106 | +100.0% | 0.00% | – |
| ZIXI | New | ZIX CORP | $3,000 | – | 700 | +100.0% | 0.00% | – |
| ERIC | New | ERICSSONadr b sek 10 | $0 | – | 40 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PHILIP MORRIS INTL INC | 32 | Q3 2023 | 38.8% |
| VANGUARD INDEX FDS | 32 | Q3 2023 | 28.4% |
| ALTRIA GROUP INC | 32 | Q3 2023 | 27.5% |
| MONDELEZ INTL INC | 32 | Q3 2023 | 1.6% |
| MICROSOFT CORP | 32 | Q3 2023 | 0.9% |
| CISCO SYS INC | 32 | Q3 2023 | 0.5% |
| CHEVRON CORP NEW | 32 | Q3 2023 | 0.5% |
| STARBUCKS CORP | 32 | Q3 2023 | 0.3% |
| PFIZER INC | 32 | Q3 2023 | 0.3% |
| SCHLUMBERGER LTD | 32 | Q3 2023 | 0.2% |
View Cedar Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-11 |
View Cedar Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.