$186 Million is the total value of Cedar Wealth Management, LLC's 235 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TLRY | Exit | TILRAY INC | $0 | – | -140 | -100.0% | -0.00% | – |
| SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -65 | -100.0% | -0.00% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -271 | -100.0% | -0.00% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -114 | -100.0% | -0.01% | – |
| PBR | Exit | PETROLEO BRASILEIRO SA PETROsponsored adr | $0 | – | -1,620 | -100.0% | -0.01% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -8 | -100.0% | -0.01% | – |
| WPM | Exit | WHEATON PRECIOUS METALS CORP | $0 | – | -265 | -100.0% | -0.01% | – |
| RYF | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $0 | – | -565 | -100.0% | -0.01% | – |
| NMT | Exit | NUVEEN MASSACHUSETS QLT MUN | $0 | – | -2,350 | -100.0% | -0.02% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -400 | -100.0% | -0.04% | – |
| HOLX | Exit | HOLOGIC INC | $0 | – | -1,700 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
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.