$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -28 | -100.0% | -0.00% | – |
| DSL | Exit | DOUBLELINE INCOME SOLUTIONS | $0 | – | -700 | -100.0% | -0.01% | – |
| GPMT | Exit | GRANITE PT MTG TR INC | $0 | – | -1,201 | -100.0% | -0.01% | – |
| VG | Exit | VONAGE HLDGS CORP | $0 | – | -1,200 | -100.0% | -0.01% | – |
| DEI | Exit | DOUGLAS EMMETT INC | $0 | – | -700 | -100.0% | -0.01% | – |
| QQQE | Exit | DIREXION SHS ETF TRnas100 eql wgt | $0 | – | -344 | -100.0% | -0.01% | – |
| VIAC | Exit | VIACOMCBS INCcl b | $0 | – | -1,038 | -100.0% | -0.02% | – |
| NIE | Exit | ALLIANZGI EQUITY & CONV INCO | $0 | – | -1,695 | -100.0% | -0.03% | – |
| VXX | Exit | BARCLAYS BANK PLCipth sr b s&p | $0 | – | -3,000 | -100.0% | -0.03% | – |
| ANH | Exit | ANWORTH MTG ASSET CORP | $0 | – | -19,718 | -100.0% | -0.03% | – |
| CHWY | Exit | CHEWY INCcl a | $0 | – | -769 | -100.0% | -0.04% | – |
| EV | Exit | EATON VANCE CORP | $0 | – | -1,400 | -100.0% | -0.05% | – |
| CHL | Exit | CHINA MOBILE LIMITEDsponsored adr | $0 | – | -4,665 | -100.0% | -0.07% | – |
| TAIL | Exit | CAMBRIA ETF TRtail risk | $0 | – | -10,000 | -100.0% | -0.11% | – |
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.