$149 Million is the total value of Cedar Wealth Management, LLC's 154 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 20.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $35,200,000 | +3.2% | 233,111 | +2.5% | 23.56% | +6.8% |
| PM | Sell | PHILIP MORRIS INTL INC | $31,240,000 | -5.1% | 411,438 | -1.8% | 20.91% | -1.7% |
| MO | Sell | ALTRIA GROUP INC | $17,039,000 | -16.3% | 416,595 | -3.1% | 11.40% | -13.4% |
| VXUS | Sell | VANGUARD STAR FDvg tl intl stk f | $12,356,000 | -2.4% | 239,184 | -0.3% | 8.27% | +1.1% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $10,845,000 | -14.9% | 217,326 | -13.1% | 7.26% | -11.9% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $3,263,000 | -2.1% | 66,515 | -1.6% | 2.18% | +1.3% |
| QDF | Buy | FLEXSHARES TRqualt divd idx | $2,444,000 | +1.5% | 53,777 | +0.2% | 1.64% | +5.1% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $1,857,000 | -1.4% | 10,688 | -2.2% | 1.24% | +2.1% |
| LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $1,585,000 | +0.3% | 15,792 | +0.1% | 1.06% | +3.8% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $1,565,000 | -5.7% | 28,285 | -8.1% | 1.05% | -2.3% |
| GLD | Buy | SPDR GOLD TRUST | $1,466,000 | +14.9% | 10,557 | +10.2% | 0.98% | +18.9% |
| F | Buy | FORD MTR CO DEL | $1,410,000 | -1.3% | 153,903 | +10.2% | 0.94% | +2.3% |
| SFBS | SERVISFIRST BANCSHARES INC | $1,348,000 | -3.2% | 40,660 | 0.0% | 0.90% | +0.1% | |
| T | Buy | AT&T INC | $1,271,000 | +22.7% | 33,583 | +8.6% | 0.85% | +27.0% |
| MSFT | Sell | MICROSOFT CORP | $1,108,000 | 0.0% | 7,969 | -3.6% | 0.74% | +3.6% |
| HYGV | Buy | FLEXSHARES TRhig yld vl etf | $949,000 | +7.1% | 19,607 | +8.1% | 0.64% | +10.8% |
| NEM | Sell | NEWMONT GOLDCORP CORPORATION | $785,000 | -16.0% | 20,711 | -14.7% | 0.52% | -13.1% |
| GUNR | Buy | FLEXSHARES TRmornstar upstr | $738,000 | -4.9% | 23,703 | +0.8% | 0.49% | -1.6% |
| GOLD | Sell | BARRICK GOLD CORPORATION | $681,000 | +4.9% | 39,290 | -4.5% | 0.46% | +8.6% |
| CSCO | Sell | CISCO SYS INC | $667,000 | -15.6% | 13,498 | -6.4% | 0.45% | -12.7% |
| NLY | Buy | ANNALY CAP MGMT INC | $662,000 | +13.7% | 75,257 | +18.0% | 0.44% | +17.8% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $628,000 | +55.8% | 15,866 | +53.9% | 0.42% | +60.9% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $627,000 | +17.0% | 15,562 | +23.4% | 0.42% | +21.0% |
| KR | Buy | KROGER CO | $610,000 | +21.3% | 23,645 | +2.0% | 0.41% | +25.5% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $585,000 | +54.4% | 8,383 | +58.0% | 0.39% | +60.0% |
| LLY | Sell | LILLY ELI & CO | $575,000 | -7.0% | 5,140 | -7.9% | 0.38% | -3.8% |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $571,000 | +3.1% | 10,431 | 0.0% | 0.38% | +6.7% | |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $554,000 | +66.4% | 14,668 | +65.9% | 0.37% | +72.6% |
| FB | Sell | FACEBOOK INCcl a | $453,000 | -10.3% | 2,546 | -2.8% | 0.30% | -7.3% |
| ANTM | Sell | ANTHEM INC | $440,000 | -19.6% | 1,834 | -5.3% | 0.30% | -16.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $441,000 | +80.0% | 1,486 | +77.8% | 0.30% | +86.7% |
| SPMB | Buy | SPDR SERIES TRUSTportfli mortgage | $439,000 | +101.4% | 16,718 | +100.5% | 0.29% | +108.5% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $439,000 | +101.4% | 5,422 | +100.8% | 0.29% | +108.5% |
| IQDF | Sell | FLEXSHARES TRintl qltdv idx | $426,000 | -12.9% | 19,127 | -10.0% | 0.28% | -9.8% |
| APA | Buy | APACHE CORP | $426,000 | +32.3% | 16,649 | +49.7% | 0.28% | +37.0% |
| RIG | Buy | TRANSOCEAN LTD | $422,000 | +2.7% | 94,380 | +47.3% | 0.28% | +6.0% |
| MOS | Buy | MOSAIC CO NEW | $417,000 | +2.5% | 20,355 | +25.2% | 0.28% | +6.1% |
| DHS | Buy | WISDOMTREE TRus high dividend | $398,000 | +347.2% | 5,347 | +337.2% | 0.27% | +358.6% |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $394,000 | +342.7% | 4,445 | +337.9% | 0.26% | +355.2% |
| QDEF | Buy | FLEXSHARES TRqlt div def idx | $391,000 | +344.3% | 8,561 | +337.2% | 0.26% | +359.6% |
| EEM | ISHARES TRmsci emg mkt etf | $370,000 | -4.6% | 9,045 | 0.0% | 0.25% | -1.2% | |
| IAGG | Buy | ISHARES TRcore intl aggr | $367,000 | +66.1% | 6,584 | +62.3% | 0.25% | +72.0% |
| VWOB | Buy | VANGUARD WHITEHALL FDS INCemerg mkt bd etf | $365,000 | +63.7% | 4,525 | +62.9% | 0.24% | +69.4% |
| PHB | Buy | INVESCO EXCHNG TRADED FD TRfndmntl hy crp | $362,000 | +64.5% | 19,042 | +63.9% | 0.24% | +70.4% |
| EWJ | ISHARES INCmsci jpn etf new | $341,000 | +4.0% | 6,005 | 0.0% | 0.23% | +7.5% | |
| RAVI | FLEXSHARES TRready acc vari | $337,000 | 0.0% | 4,446 | 0.0% | 0.23% | +3.7% | |
| SLB | Buy | SCHLUMBERGER LTD | $331,000 | +353.4% | 9,690 | +428.9% | 0.22% | +372.3% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $332,000 | +8.5% | 5,126 | 0.0% | 0.22% | +12.1% | |
| FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $322,000 | +54.1% | 10,474 | +56.4% | 0.22% | +60.0% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $322,000 | +54.1% | 10,108 | +55.5% | 0.22% | +60.0% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $317,000 | +56.9% | 11,496 | +58.7% | 0.21% | +61.8% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $314,000 | +52.4% | 3,081 | +57.1% | 0.21% | +57.9% |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $310,000 | +51.2% | 11,331 | +59.2% | 0.21% | +56.4% |
| GE | Buy | GENERAL ELECTRIC CO | $307,000 | -10.8% | 34,350 | +4.8% | 0.20% | -7.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $286,000 | -12.5% | 2,208 | -6.0% | 0.19% | -9.5% |
| PBR | Sell | PETROLEO BRASILEIRO SA PETROsponsored adr | $269,000 | -9.1% | 18,617 | -2.2% | 0.18% | -5.8% |
| FREL | Buy | FIDELITY COVINGTON TRmsci rl est etf | $254,000 | +60.8% | 9,095 | +50.3% | 0.17% | +66.7% |
| AAPL | Sell | APPLE INC | $254,000 | +7.2% | 1,134 | -5.4% | 0.17% | +11.1% |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $242,000 | +53.2% | 4,129 | +54.4% | 0.16% | +58.8% |
| KHC | Sell | KRAFT HEINZ CO | $237,000 | -25.9% | 8,475 | -17.8% | 0.16% | -23.2% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $232,000 | +22.1% | 4,570 | +8.8% | 0.16% | +26.0% |
| SBUX | STARBUCKS CORP | $226,000 | +5.6% | 2,556 | 0.0% | 0.15% | +9.4% | |
| DD | Sell | DUPONT DE NEMOURS INC | $222,000 | -8.6% | 3,118 | -3.6% | 0.15% | -5.1% |
| IPI | Sell | INTREPID POTASH INC | $220,000 | -6.0% | 67,305 | -3.3% | 0.15% | -2.6% |
| DVY | Buy | ISHARES TRselect divid etf | $200,000 | +9.3% | 1,966 | +6.8% | 0.13% | +13.6% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $198,000 | +135.7% | 3,496 | +135.1% | 0.13% | +146.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $197,000 | +30.5% | 3,272 | +23.6% | 0.13% | +34.7% |
| INDA | ISHARES TRmsci india etf | $195,000 | -4.9% | 5,820 | 0.0% | 0.13% | -1.5% | |
| CHL | CHINA MOBILE LIMITEDsponsored adr | $188,000 | -8.3% | 4,535 | 0.0% | 0.13% | -5.3% | |
| HPQ | Sell | HP INC | $183,000 | -17.2% | 9,685 | -8.9% | 0.12% | -14.7% |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $181,000 | -7.7% | 11,953 | -8.9% | 0.12% | -4.7% |
| IEMG | Buy | ISHARES INCcore msci emkt | $151,000 | -4.4% | 3,088 | +0.3% | 0.10% | -1.0% |
| J | New | JACOBS ENGR GROUP INC | $151,000 | – | 1,653 | +100.0% | 0.10% | – |
| DOW | Sell | DOW INC | $149,000 | -6.3% | 3,118 | -3.6% | 0.10% | -2.9% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $143,000 | +180.4% | 2,832 | +182.4% | 0.10% | +190.9% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $144,000 | +176.9% | 2,677 | +174.0% | 0.10% | +182.4% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $137,000 | -5.5% | 659 | -7.1% | 0.09% | -2.1% |
| TDTT | FLEXSHARES TRiboxx 3r targt | $107,000 | -0.9% | 4,366 | 0.0% | 0.07% | +2.9% | |
| CX | CEMEX SAB DE CVspon adr new | $107,000 | -7.8% | 27,385 | 0.0% | 0.07% | -4.0% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $103,000 | -1.0% | 613 | 0.0% | 0.07% | +3.0% | |
| ERJ | EMBRAER S Asponsored ads | $101,000 | -13.7% | 5,830 | 0.0% | 0.07% | -10.5% | |
| ACRX | ACELRX PHARMACEUTICALS INC | $102,000 | -12.8% | 46,395 | 0.0% | 0.07% | -10.5% | |
| CI | CIGNA CORP NEW | $91,000 | -4.2% | 600 | 0.0% | 0.06% | 0.0% | |
| AMZN | Buy | AMAZON COM INC | $89,000 | +178.1% | 51 | +200.0% | 0.06% | +185.7% |
| JEF | JEFFERIES FINL GROUP INC | $78,000 | -3.7% | 4,235 | 0.0% | 0.05% | 0.0% | |
| WPC | W P CAREY INC | $72,000 | +10.8% | 800 | 0.0% | 0.05% | +14.3% | |
| PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $52,000 | 0.0% | 406 | 0.0% | 0.04% | +2.9% | |
| V | VISA INC | $52,000 | 0.0% | 300 | 0.0% | 0.04% | +2.9% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $50,000 | -2.0% | 1,750 | 0.0% | 0.03% | 0.0% | |
| HAIN | Sell | HAIN CELESTIAL GROUP INC | $49,000 | -5.8% | 2,275 | -4.4% | 0.03% | -2.9% |
| PG | PROCTER & GAMBLE CO | $50,000 | +13.6% | 400 | 0.0% | 0.03% | +17.9% | |
| ENB | ENBRIDGE INC | $50,000 | -2.0% | 1,420 | 0.0% | 0.03% | 0.0% | |
| MPLX | New | MPLX LP | $46,000 | – | 1,631 | +100.0% | 0.03% | – |
| O | REALTY INCOME CORP | $46,000 | +12.2% | 600 | 0.0% | 0.03% | +14.8% | |
| ET | ENERGY TRANSFER LP | $45,000 | -8.2% | 3,454 | 0.0% | 0.03% | -6.2% | |
| SNH | SENIOR HSG PPTYS TRsh ben int | $45,000 | +12.5% | 4,857 | 0.0% | 0.03% | +15.4% | |
| ABBV | ABBVIE INC | $45,000 | +2.3% | 600 | 0.0% | 0.03% | +7.1% | |
| CVX | CHEVRON CORP NEW | $42,000 | -4.5% | 350 | 0.0% | 0.03% | 0.0% | |
| DEM | WISDOMTREE TRemer mkt high fd | $41,000 | -8.9% | 1,000 | 0.0% | 0.03% | -6.9% | |
| WSO | WATSCO INC | $39,000 | +2.6% | 230 | 0.0% | 0.03% | +4.0% | |
| NIE | ALLIANZGI EQUITY & CONV INCO | $37,000 | 0.0% | 1,695 | 0.0% | 0.02% | +4.2% | |
| PAGP | PLAINS GP HLDGS L Pltd partnr int a | $37,000 | -15.9% | 1,760 | 0.0% | 0.02% | -10.7% | |
| STOR | STORE CAP CORP | $37,000 | +12.1% | 1,000 | 0.0% | 0.02% | +19.0% | |
| STAG | STAG INDL INC | $38,000 | -2.6% | 1,300 | 0.0% | 0.02% | 0.0% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $32,000 | +3.2% | 490 | 0.0% | 0.02% | +5.0% | |
| DEI | DOUGLAS EMMETT INC | $30,000 | +7.1% | 700 | 0.0% | 0.02% | +11.1% | |
| NI | NISOURCE INC | $30,000 | +3.4% | 1,000 | 0.0% | 0.02% | +5.3% | |
| WMB | Buy | WILLIAMS COS INC DEL | $29,000 | +7.4% | 1,209 | +24.8% | 0.02% | +11.8% |
| EBF | ENNIS INC | $28,000 | -3.4% | 1,400 | 0.0% | 0.02% | 0.0% | |
| NRZ | NEW RESIDENTIAL INVT CORP | $28,000 | 0.0% | 1,800 | 0.0% | 0.02% | +5.6% | |
| RWT | REDWOOD TR INC | $28,000 | 0.0% | 1,700 | 0.0% | 0.02% | +5.6% | |
| TRMK | TRUSTMARK CORP | $27,000 | 0.0% | 800 | 0.0% | 0.02% | +5.9% | |
| ADM | ARCHER DANIELS MIDLAND CO | $25,000 | +4.2% | 600 | 0.0% | 0.02% | +6.2% | |
| KO | Sell | COCA COLA CO | $26,000 | 0.0% | 475 | -7.8% | 0.02% | 0.0% |
| UGI | UGI CORP NEW | $25,000 | -7.4% | 500 | 0.0% | 0.02% | 0.0% | |
| PFE | PFIZER INC | $23,000 | -17.9% | 650 | 0.0% | 0.02% | -16.7% | |
| GPMT | GRANITE PT MTG TR INC | $23,000 | 0.0% | 1,201 | 0.0% | 0.02% | 0.0% | |
| WES | Buy | WESTERN MIDSTREAM PARTNERS L | $22,000 | +15.8% | 900 | +47.5% | 0.02% | +25.0% |
| KMI | Sell | KINDER MORGAN INC DEL | $20,000 | -20.0% | 950 | -21.5% | 0.01% | -18.8% |
| BAC | BANK AMER CORP | $18,000 | 0.0% | 623 | 0.0% | 0.01% | 0.0% | |
| AU | Sell | ANGLOGOLD ASHANTI LTDsponsored adr | $16,000 | -20.0% | 850 | -22.7% | 0.01% | -15.4% |
| PETS | PETMED EXPRESS INC | $17,000 | +13.3% | 960 | 0.0% | 0.01% | +10.0% | |
| IP | INTL PAPER CO | $17,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
| DCP | Buy | DCP MIDSTREAM LP | $15,000 | +25.0% | 570 | +42.5% | 0.01% | +25.0% |
| VO | VANGUARD INDEX FDSmid cap etf | $15,000 | 0.0% | 88 | 0.0% | 0.01% | 0.0% | |
| NFLX | New | NETFLIX INC | $13,000 | – | 50 | +100.0% | 0.01% | – |
| VIG | VANGUARD GROUPdiv app etf | $11,000 | 0.0% | 93 | 0.0% | 0.01% | 0.0% | |
| ENBL | ENABLE MIDSTREAM PARTNERS LP | $10,000 | -16.7% | 860 | 0.0% | 0.01% | -12.5% | |
| AMGN | New | AMGEN INC | $10,000 | – | 54 | +100.0% | 0.01% | – |
| TAL | TAL EDUCATION GROUPsponsored ads | $10,000 | -9.1% | 300 | 0.0% | 0.01% | 0.0% | |
| JPM | New | JPMORGAN CHASE & CO | $10,000 | – | 84 | +100.0% | 0.01% | – |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $11,000 | -88.9% | 9 | -90.1% | 0.01% | -89.1% |
| PSXP | New | PHILLIPS 66 PARTNERS LP | $8,000 | – | 140 | +100.0% | 0.01% | – |
| ENLC | Sell | ENLINK MIDSTREAM LLC | $8,000 | -27.3% | 924 | -12.3% | 0.01% | -28.6% |
| DBI | DESIGNER BRANDS INCcl a | $7,000 | -12.5% | 436 | 0.0% | 0.01% | 0.0% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $7,000 | 0.0% | 121 | 0.0% | 0.01% | 0.0% | |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $8,000 | +14.3% | 271 | 0.0% | 0.01% | 0.0% | |
| OKE | Sell | ONEOK INC NEW | $7,000 | -41.7% | 100 | -44.4% | 0.01% | -37.5% |
| NBLX | NOBLE MIDSTREAM PARTNERS LP | $7,000 | -22.2% | 280 | 0.0% | 0.01% | -16.7% | |
| BPMP | BP MIDSTREAM PARTNERS LPunit ltd ptnr | $7,000 | 0.0% | 460 | 0.0% | 0.01% | 0.0% | |
| VALE | VALE S Asponsored ads | $6,000 | -14.3% | 550 | 0.0% | 0.00% | -20.0% | |
| SHLX | New | SHELL MIDSTREAM PARTNERS L Punit ltd int | $6,000 | – | 290 | +100.0% | 0.00% | – |
| EWW | ISHARES INCmsci mexico etf | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| LUMN | CENTURYLINK INC | $4,000 | 0.0% | 354 | 0.0% | 0.00% | 0.0% | |
| SPB | New | SPECTRUM BRANDS HLDGS INC NE | $5,000 | – | 98 | +100.0% | 0.00% | – |
| GDX | VANECK VECTORS ETF TRgold miners etf | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $5,000 | -97.5% | 50 | -97.8% | 0.00% | -97.6% |
| XLE | SELECT SECTOR SPDR TRenergy | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| GRUB | GRUBHUB INC | $3,000 | -25.0% | 50 | 0.0% | 0.00% | -33.3% | |
| CTVA | CORTEVA INC | $2,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
| BIDU | BAIDU INCspon adr rep a | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| ERIC | Exit | ERICSSONadr b sek 10 | $0 | – | -40 | -100.0% | 0.00% | – |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | 4 | 0.0% | 0.00% | – | |
| PXH | Buy | INVESCO EXCHNG TRADED FD TRftse rafi emng | $0 | – | 4 | +33.3% | 0.00% | – |
| VEA | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | 9 | 0.0% | 0.00% | – | |
| ZIXI | Exit | ZIX CORP | $0 | – | -700 | -100.0% | -0.00% | – |
| CQP | Exit | CHENIERE ENERGY PARTNERS LP | $0 | – | -180 | -100.0% | -0.01% | – |
| BPL | Exit | BUCKEYE PARTNERS L Punit ltd partn | $0 | – | -200 | -100.0% | -0.01% | – |
| EQM | Exit | EQM MIDSTREAM PARTNERS LPunit ltd partn | $0 | – | -310 | -100.0% | -0.01% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -177 | -100.0% | -0.01% | – |
| ANDX | Exit | ANDEAVOR LOGISTICS LP | $0 | – | -900 | -100.0% | -0.02% | – |
| AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -860 | -100.0% | -0.03% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -1,440 | -100.0% | -0.04% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -75 | -100.0% | -0.05% | – |
| RWX | Exit | SPDR INDEX SHS FDSdj intl rl etf | $0 | – | -2,850 | -100.0% | -0.07% | – |
| L | Exit | LOEWS CORP | $0 | – | -2,165 | -100.0% | -0.08% | – |
| C | Exit | CITIGROUP INC | $0 | – | -1,826 | -100.0% | -0.08% | – |
| CF | Exit | CF INDS HLDGS INC | $0 | – | -2,800 | -100.0% | -0.08% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -905 | -100.0% | -0.09% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -690 | -100.0% | -0.10% | – |
| SGMO | Exit | SANGAMO THERAPEUTICS INC | $0 | – | -14,270 | -100.0% | -0.10% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -1,185 | -100.0% | -0.11% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -1,855 | -100.0% | -0.18% | – |
| NG | Exit | NOVAGOLD RES INC | $0 | – | -49,260 | -100.0% | -0.19% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -1,068 | -100.0% | -0.20% | – |
| SYK | Exit | STRYKER CORP | $0 | – | -1,630 | -100.0% | -0.22% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -2,350 | -100.0% | -0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-24
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 | 2024-02-13 |
| 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 |
| 13F-HR | 2021-11-12 |
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.