$201 Million is the total value of Cedar Wealth Management, LLC's 243 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESGV | New | VANGUARD WORLD FDesg us stk etf | $8,467,000 | – | 114,812 | +100.0% | 4.21% | – |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $1,141,000 | – | 5,511 | +100.0% | 0.57% | – |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $874,000 | – | 103,059 | +100.0% | 0.44% | – |
| SNOW | New | SNOWFLAKE INCcl a | $435,000 | – | 1,896 | +100.0% | 0.22% | – |
| DDS | New | DILLARDS INCcl a | $406,000 | – | 4,200 | +100.0% | 0.20% | – |
| EGO | New | ELDORADO GOLD CORP NEW | $381,000 | – | 35,304 | +100.0% | 0.19% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $250,000 | – | 977 | +100.0% | 0.12% | – |
| FE | New | FIRSTENERGY CORP | $201,000 | – | 5,800 | +100.0% | 0.10% | – |
| BIIB | New | BIOGEN INC | $150,000 | – | 536 | +100.0% | 0.08% | – |
| FINX | New | GLOBAL X FDSfintech etf | $120,000 | – | 2,716 | +100.0% | 0.06% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $105,000 | – | 221 | +100.0% | 0.05% | – |
| INTU | New | INTUIT | $102,000 | – | 266 | +100.0% | 0.05% | – |
| INTC | New | INTEL CORP | $100,000 | – | 1,564 | +100.0% | 0.05% | – |
| NVDA | New | NVIDIA CORPORATION | $91,000 | – | 170 | +100.0% | 0.04% | – |
| ZTS | New | ZOETIS INCcl a | $87,000 | – | 552 | +100.0% | 0.04% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $87,000 | – | 184 | +100.0% | 0.04% | – |
| MS | New | MORGAN STANLEY | $72,000 | – | 922 | +100.0% | 0.04% | – |
| ORCL | New | ORACLE CORP | $66,000 | – | 947 | +100.0% | 0.03% | – |
| NIE | New | VIRTUS ALLIANZGI EQUITY & CO | $47,000 | – | 1,695 | +100.0% | 0.02% | – |
| RC | New | READY CAPITAL CORP | $45,000 | – | 3,326 | +100.0% | 0.02% | – |
| SHOP | New | SHOPIFY INCcl a | $23,000 | – | 21 | +100.0% | 0.01% | – |
| VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $0 | – | 1 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-11
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.