$248 Million is the total value of Cedar Wealth Management, LLC's 369 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 109.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $48,500,000 | +9.7% | 200,879 | +0.9% | 19.59% | -0.4% |
| PM | Buy | PHILIP MORRIS INTL INC | $17,922,000 | +1.7% | 188,653 | +1.5% | 7.24% | -7.6% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $11,291,000 | +16.0% | 128,472 | +5.7% | 4.56% | +5.4% |
| DGRO | Buy | ISHARES TRcore div grwth | $5,224,000 | +10.8% | 93,987 | +0.1% | 2.11% | +0.6% |
| IDHQ | Buy | INVESCO EXCH TRADED FD TR IIs&p intl qulty | $4,870,000 | +86.2% | 151,886 | +75.4% | 1.97% | +69.1% |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $4,595,000 | +12.1% | 12,449 | +0.2% | 1.86% | +1.8% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $3,527,000 | +4.0% | 51,681 | +0.0% | 1.42% | -5.4% |
| HYGV | Buy | FLEXSHARES TRhig yld vl etf | $3,383,000 | +9.7% | 69,059 | +11.6% | 1.37% | -0.4% |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $3,382,000 | +11.6% | 34,854 | +0.0% | 1.37% | +1.3% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $2,884,000 | +12.7% | 10,393 | +3.5% | 1.16% | +2.4% |
| AMZN | Buy | AMAZON COM INC | $2,357,000 | +14.6% | 707 | +12.9% | 0.95% | +4.2% |
| XT | Buy | ISHARES TRexponential tech | $2,291,000 | +5.3% | 34,669 | +0.0% | 0.92% | -4.3% |
| MSFT | Buy | MICROSOFT CORP | $2,243,000 | +32.3% | 6,669 | +10.9% | 0.91% | +20.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $2,084,000 | +46.3% | 31,422 | +28.4% | 0.84% | +33.0% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $2,019,000 | +3858.8% | 23,641 | +3934.3% | 0.82% | +3443.5% |
| T | Buy | AT&T INC | $1,903,000 | +11.3% | 77,378 | +22.2% | 0.77% | +1.2% |
| GLD | Buy | SPDR GOLD TR | $1,543,000 | +12.5% | 9,026 | +8.0% | 0.62% | +2.1% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $1,498,000 | +4.9% | 14,628 | +2.5% | 0.60% | -4.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,475,000 | +47.1% | 509 | +35.7% | 0.60% | +33.6% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $1,425,000 | -1.5% | 27,729 | +0.8% | 0.58% | -10.4% |
| MRK | Buy | MERCK & CO INC | $1,276,000 | +21.6% | 16,645 | +19.2% | 0.52% | +10.5% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $1,147,000 | +9.6% | 25,656 | +4.3% | 0.46% | -0.6% |
| RIG | Buy | TRANSOCEAN LTD | $1,123,000 | -16.3% | 406,843 | +14.9% | 0.45% | -24.0% |
| MBB | Buy | ISHARES TRmbs etf | $1,078,000 | +10.6% | 10,037 | +11.4% | 0.44% | +0.2% |
| FB | Buy | META PLATFORMS INCcl a | $1,023,000 | +24.2% | 3,040 | +25.3% | 0.41% | +12.8% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,020,000 | +10.5% | 12,553 | +12.0% | 0.41% | +0.5% |
| PLBY | Buy | PLBY GROUP INC | $981,000 | +86.9% | 36,825 | +65.3% | 0.40% | +70.0% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $973,000 | +3.3% | 124,406 | +11.3% | 0.39% | -6.2% |
| V | Buy | VISA INC | $907,000 | +25.8% | 4,187 | +29.4% | 0.37% | +14.0% |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $883,000 | +15.0% | 25,434 | +0.6% | 0.36% | +4.4% |
| PHB | Buy | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $869,000 | +12.3% | 44,756 | +12.6% | 0.35% | +2.0% |
| IAGG | Buy | ISHARES TRcore intl aggr | $844,000 | +6.2% | 15,485 | +7.1% | 0.34% | -3.7% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $834,000 | -0.7% | 17,081 | +2.4% | 0.34% | -9.9% |
| GOLD | Buy | BARRICK GOLD CORP | $831,000 | +33.8% | 43,744 | +27.1% | 0.34% | +21.7% |
| XOM | Buy | EXXON MOBIL CORP | $808,000 | +17.1% | 13,205 | +12.5% | 0.33% | +6.2% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $792,000 | -0.3% | 24,377 | +0.7% | 0.32% | -9.3% |
| SBUX | Buy | STARBUCKS CORP | $733,000 | +8.3% | 6,270 | +2.2% | 0.30% | -1.7% |
| VWOB | Buy | VANGUARD WHITEHALL FDSemerg mkt bd etf | $698,000 | +10.3% | 8,992 | +11.2% | 0.28% | +0.4% |
| KHC | Buy | KRAFT HEINZ CO | $685,000 | +32.2% | 19,075 | +35.6% | 0.28% | +20.4% |
| LLY | Buy | LILLY ELI & CO | $589,000 | +34.8% | 2,132 | +12.8% | 0.24% | +22.7% |
| JBLU | Buy | JETBLUE AWYS CORP | $559,000 | +46.3% | 39,245 | +57.0% | 0.23% | +32.9% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $546,000 | +92.9% | 2,144 | +79.1% | 0.22% | +75.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $542,000 | +15.1% | 1,812 | +5.0% | 0.22% | +4.8% |
| SAVE | Buy | SPIRIT AIRLS INC | $486,000 | -8.3% | 22,230 | +8.8% | 0.20% | -16.9% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $485,000 | +140.1% | 7,780 | +128.3% | 0.20% | +117.8% |
| CHWY | Buy | CHEWY INCcl a | $480,000 | +2.8% | 8,146 | +18.9% | 0.19% | -6.7% |
| AMGN | Buy | AMGEN INC | $447,000 | +4370.0% | 1,988 | +3957.1% | 0.18% | +4425.0% |
| NG | Buy | NOVAGOLD RES INC | $436,000 | +4.8% | 63,567 | +5.1% | 0.18% | -4.9% |
| EGO | Buy | ELDORADO GOLD CORP NEW | $426,000 | +26.4% | 45,563 | +4.6% | 0.17% | +14.7% |
| NEM | Buy | NEWMONT CORP | $416,000 | +85.7% | 6,703 | +62.6% | 0.17% | +68.0% |
| PINS | Buy | PINTEREST INCcl a | $412,000 | -19.1% | 11,335 | +13.5% | 0.17% | -26.5% |
| RH | New | RH | $399,000 | – | 744 | +100.0% | 0.16% | – |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $395,000 | +15.5% | 5,519 | +3.2% | 0.16% | +5.3% |
| Buy | DERMTECH INC | $387,000 | +3.5% | 24,519 | +110.8% | 0.16% | -6.0% | |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $381,000 | +902.6% | 9,764 | +865.8% | 0.15% | +805.9% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $381,000 | +21.7% | 6,055 | +21.2% | 0.15% | +10.8% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $370,000 | +95.8% | 6,675 | +84.1% | 0.15% | +77.4% |
| CRM | Buy | SALESFORCE COM INC | $350,000 | +31.1% | 1,379 | +40.1% | 0.14% | +18.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $338,000 | +21.1% | 1,974 | +14.4% | 0.14% | +10.5% |
| JIG | Buy | J P MORGAN EXCHANGE-TRADED Finternl gwt | $310,000 | +13.6% | 4,065 | +13.1% | 0.12% | +3.3% |
| O | Buy | REALTY INCOME CORP | $308,000 | +492.3% | 4,300 | +437.5% | 0.12% | +439.1% |
| HTGC | New | HERCULES CAPITAL INC | $301,000 | – | 18,134 | +100.0% | 0.12% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $277,000 | +42.1% | 2,333 | +77.5% | 0.11% | +28.7% |
| DVY | Buy | ISHARES TRselect divid etf | $270,000 | +12.0% | 2,201 | +5.0% | 0.11% | +1.9% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $258,000 | +54.5% | 5,081 | +56.1% | 0.10% | +40.5% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $243,000 | +60.9% | 428 | +63.4% | 0.10% | +46.3% |
| NVDA | Buy | NVIDIA CORPORATION | $237,000 | +58.0% | 806 | +11.3% | 0.10% | +43.3% |
| NKE | Buy | NIKE INCcl b | $236,000 | +18.0% | 1,416 | +2.6% | 0.10% | +6.7% |
| HD | Buy | HOME DEPOT INC | $223,000 | +75.6% | 537 | +38.4% | 0.09% | +60.7% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $215,000 | +66.7% | 3,995 | +68.1% | 0.09% | +52.6% |
| PFE | Buy | PFIZER INC | $216,000 | +42.1% | 3,662 | +3.7% | 0.09% | +27.9% |
| TLT | New | ISHARES TR20 yr tr bd etf | $206,000 | – | 1,390 | +100.0% | 0.08% | – |
| GSBD | New | GOLDMAN SACHS BDC INC | $204,000 | – | 10,638 | +100.0% | 0.08% | – |
| ARCC | New | ARES CAPITAL CORP | $195,000 | – | 9,215 | +100.0% | 0.08% | – |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $183,000 | -1.1% | 4,955 | +0.0% | 0.07% | -9.8% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $180,000 | +414.3% | 2,070 | +807.9% | 0.07% | +356.2% |
| INTC | Buy | INTEL CORP | $172,000 | +11.0% | 3,341 | +14.9% | 0.07% | 0.0% |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $153,000 | – | 333 | +100.0% | 0.06% | – |
| NOW | Buy | SERVICENOW INC | $146,000 | +151.7% | 225 | +141.9% | 0.06% | +126.9% |
| NVS | Buy | NOVARTIS AGsponsored adr | $147,000 | +79.3% | 1,682 | +68.2% | 0.06% | +63.9% |
| NMFC | New | NEW MTN FIN CORP | $142,000 | – | 10,350 | +100.0% | 0.06% | – |
| NRZ | Buy | NEW RESIDENTIAL INVT CORP | $103,000 | +415.0% | 9,600 | +433.3% | 0.04% | +366.7% |
| GILD | Buy | GILEAD SCIENCES INC | $102,000 | +8.5% | 1,408 | +4.5% | 0.04% | -2.4% |
| ABB | New | ABB LTDsponsored adr | $100,000 | – | 2,620 | +100.0% | 0.04% | – |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $98,000 | +276.9% | 477 | +231.2% | 0.04% | +233.3% |
| BIDU | Buy | BAIDU INCspon adr rep a | $97,000 | +24.4% | 654 | +28.2% | 0.04% | +11.4% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $83,000 | +48.2% | 580 | +6.6% | 0.03% | +36.0% |
| MPW | New | MEDICAL PPTYS TRUST INC | $83,000 | – | 3,500 | +100.0% | 0.03% | – |
| BCSF | New | BAIN CAP SPECIALTY FIN INC | $76,000 | – | 4,983 | +100.0% | 0.03% | – |
| PNNT | New | PENNANTPARK INVT CORP | $73,000 | – | 10,500 | +100.0% | 0.03% | – |
| GBDC | New | GOLUB CAP BDC INC | $69,000 | – | 4,500 | +100.0% | 0.03% | – |
| SPLK | Buy | SPLUNK INC | $62,000 | +87.9% | 533 | +131.7% | 0.02% | +66.7% |
| LRCX | Buy | LAM RESEARCH CORP | $52,000 | +108.0% | 73 | +65.9% | 0.02% | +90.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $52,000 | +18.2% | 1,002 | +22.2% | 0.02% | +5.0% |
| GPN | New | GLOBAL PMTS INC | $49,000 | – | 366 | +100.0% | 0.02% | – |
| CZR | New | CAESARS ENTERTAINMENT INC NE | $49,000 | – | 525 | +100.0% | 0.02% | – |
| OKTA | New | OKTA INCcl a | $46,000 | – | 206 | +100.0% | 0.02% | – |
| ENB | Buy | ENBRIDGE INC | $48,000 | +33.3% | 1,238 | +36.0% | 0.02% | +18.8% |
| VMW | Buy | VMWARE INC | $46,000 | +142.1% | 400 | +217.5% | 0.02% | +137.5% |
| SWKS | New | SKYWORKS SOLUTIONS INC | $42,000 | – | 273 | +100.0% | 0.02% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $41,000 | – | 167 | +100.0% | 0.02% | – |
| RS | New | RELIANCE STEEL & ALUMINUM CO | $41,000 | – | 250 | +100.0% | 0.02% | – |
| MELI | New | MERCADOLIBRE INC | $36,000 | – | 27 | +100.0% | 0.02% | – |
| IGF | New | ISHARES TRglb infrastr etf | $38,000 | – | 793 | +100.0% | 0.02% | – |
| BLK | New | BLACKROCK INC | $38,000 | – | 42 | +100.0% | 0.02% | – |
| EXPE | Buy | EXPEDIA GROUP INC | $38,000 | +533.3% | 212 | +505.7% | 0.02% | +400.0% |
| ETN | New | EATON CORP PLC | $34,000 | – | 194 | +100.0% | 0.01% | – |
| BRG | New | BLUEROCK RESIDENTIAL GWT REI | $35,000 | – | 1,312 | +100.0% | 0.01% | – |
| PFLT | New | PENNANTPARK FLOATING RATE CA | $35,000 | – | 2,750 | +100.0% | 0.01% | – |
| EFX | Buy | EQUIFAX INC | $34,000 | +78.9% | 116 | +52.6% | 0.01% | +75.0% |
| FDUS | New | FIDUS INVT CORP | $31,000 | – | 1,742 | +100.0% | 0.01% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $31,000 | – | 534 | +100.0% | 0.01% | – |
| TPVG | New | TRIPLEPOINT VENTURE GROWTH B | $31,000 | – | 1,750 | +100.0% | 0.01% | – |
| DOCU | New | DOCUSIGN INC | $32,000 | – | 213 | +100.0% | 0.01% | – |
| IEP | New | ICAHN ENTERPRISES LPdepositary unit | $33,000 | – | 660 | +100.0% | 0.01% | – |
| AZPN | Buy | ASPEN TECHNOLOGY INC | $31,000 | +34.8% | 201 | +8.1% | 0.01% | +30.0% |
| MMM | New | 3M CO | $30,000 | – | 167 | +100.0% | 0.01% | – |
| AL | New | AIR LEASE CORPcl a | $28,000 | – | 625 | +100.0% | 0.01% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $28,000 | – | 208 | +100.0% | 0.01% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $24,000 | – | 355 | +100.0% | 0.01% | – |
| SO | New | SOUTHERN CO | $23,000 | – | 334 | +100.0% | 0.01% | – |
| MU | Buy | MICRON TECHNOLOGY INC | $22,000 | +120.0% | 232 | +65.7% | 0.01% | +125.0% |
| ABT | New | ABBOTT LABS | $23,000 | – | 162 | +100.0% | 0.01% | – |
| PAYX | New | PAYCHEX INC | $23,000 | – | 167 | +100.0% | 0.01% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $21,000 | – | 1,170 | +100.0% | 0.01% | – |
| SLB | Buy | SCHLUMBERGER LTD | $19,000 | +18.8% | 623 | +19.1% | 0.01% | +14.3% |
| PENN | Buy | PENN NATL GAMING INC | $19,000 | -13.6% | 372 | +20.0% | 0.01% | -20.0% |
| ORCC | New | OWL ROCK CAPITAL CORPORATION | $20,000 | – | 1,400 | +100.0% | 0.01% | – |
| DNP | New | DNP SELECT INCOME FD INC | $21,000 | – | 1,900 | +100.0% | 0.01% | – |
| VEEV | New | VEEVA SYS INC | $19,000 | – | 75 | +100.0% | 0.01% | – |
| ROP | Buy | ROPER TECHNOLOGIES INC | $20,000 | +11.1% | 41 | +2.5% | 0.01% | 0.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $19,000 | +35.7% | 29 | +16.0% | 0.01% | +33.3% |
| New | DARIOHEALTH CORP | $19,000 | – | 1,500 | +100.0% | 0.01% | – | |
| FDX | New | FEDEX CORP | $19,000 | – | 75 | +100.0% | 0.01% | – |
| TWLO | New | TWILIO INCcl a | $19,000 | – | 73 | +100.0% | 0.01% | – |
| YUM | New | YUM BRANDS INC | $17,000 | – | 124 | +100.0% | 0.01% | – |
| DUK | New | DUKE ENERGY CORP NEW | $18,000 | – | 167 | +100.0% | 0.01% | – |
| KLAC | New | KLA CORP | $17,000 | – | 39 | +100.0% | 0.01% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $17,000 | – | 6 | +100.0% | 0.01% | – |
| MANT | New | MANTECH INTERNATIONAL CORPcl a | $18,000 | – | 250 | +100.0% | 0.01% | – |
| MCD | New | MCDONALDS CORP | $18,000 | – | 67 | +100.0% | 0.01% | – |
| KO | Buy | COCA COLA CO | $16,000 | +300.0% | 277 | +307.4% | 0.01% | +200.0% |
| USB | Buy | US BANCORP DEL | $15,000 | +1400.0% | 275 | +1000.0% | 0.01% | – |
| EMR | New | EMERSON ELEC CO | $16,000 | – | 167 | +100.0% | 0.01% | – |
| DD | Buy | DUPONT DE NEMOURS INC | $14,000 | +600.0% | 171 | +510.7% | 0.01% | +500.0% |
| OCSL | New | OAKTREE SPECIALTY LENDING CO | $15,000 | – | 2,000 | +100.0% | 0.01% | – |
| SYY | New | SYSCO CORP | $13,000 | – | 167 | +100.0% | 0.01% | – |
| BAC | Buy | BK OF AMERICA CORP | $12,000 | +71.4% | 263 | +61.3% | 0.01% | +66.7% |
| WFC | New | WELLS FARGO CO NEW | $12,000 | – | 250 | +100.0% | 0.01% | – |
| AMP | Buy | AMERIPRISE FINL INC | $10,000 | +66.7% | 33 | +57.1% | 0.00% | +33.3% |
| DOW | Buy | DOW INC | $9,000 | +800.0% | 163 | +676.2% | 0.00% | – |
| NUE | New | NUCOR CORP | $11,000 | – | 100 | +100.0% | 0.00% | – |
| CVS | Buy | CVS HEALTH CORP | $8,000 | +100.0% | 76 | +58.3% | 0.00% | +50.0% |
| CSX | New | CSX CORP | $7,000 | – | 192 | +100.0% | 0.00% | – |
| New | ORION OFFICE REIT INC | $8,000 | – | 430 | +100.0% | 0.00% | – | |
| NIO | New | NIO INCspon ads | $8,000 | – | 240 | +100.0% | 0.00% | – |
| SQ | New | BLOCK INCcl a | $8,000 | – | 52 | +100.0% | 0.00% | – |
| JPM | New | JPMORGAN CHASE & CO | $8,000 | – | 48 | +100.0% | 0.00% | – |
| TXN | New | TEXAS INSTRS INC | $5,000 | – | 24 | +100.0% | 0.00% | – |
| HON | New | HONEYWELL INTL INC | $6,000 | – | 28 | +100.0% | 0.00% | – |
| SYF | New | SYNCHRONY FINANCIAL | $6,000 | – | 136 | +100.0% | 0.00% | – |
| MGM | New | MGM RESORTS INTERNATIONAL | $6,000 | – | 132 | +100.0% | 0.00% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $5,000 | – | 20 | +100.0% | 0.00% | – |
| SPGI | New | S&P GLOBAL INC | $4,000 | – | 8 | +100.0% | 0.00% | – |
| CNC | New | CENTENE CORP DEL | $4,000 | – | 44 | +100.0% | 0.00% | – |
| CE | New | CELANESE CORP DEL | $5,000 | – | 28 | +100.0% | 0.00% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $4,000 | – | 96 | +100.0% | 0.00% | – |
| MSOS | New | ADVISORSHARES TRpure us cannabis | $4,000 | – | 139 | +100.0% | 0.00% | – |
| CME | New | CME GROUP INC | $5,000 | – | 20 | +100.0% | 0.00% | – |
| K | New | KELLOGG CO | $5,000 | – | 83 | +100.0% | 0.00% | – |
| VOYA | New | VOYA FINANCIAL INC | $4,000 | – | 56 | +100.0% | 0.00% | – |
| TFC | New | TRUIST FINL CORP | $4,000 | – | 68 | +100.0% | 0.00% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $4,000 | – | 18 | +100.0% | 0.00% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $4,000 | – | 44 | +100.0% | 0.00% | – |
| PLAY | New | DAVE & BUSTERS ENTMT INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
| AIG | New | AMERICAN INTL GROUP INC | $6,000 | – | 112 | +100.0% | 0.00% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $4,000 | – | 8 | +100.0% | 0.00% | – |
| TT | New | TRANE TECHNOLOGIES PLC | $6,000 | – | 28 | +100.0% | 0.00% | – |
| DE | New | DEERE & CO | $5,000 | – | 16 | +100.0% | 0.00% | – |
| TTD | New | THE TRADE DESK INC | $2,000 | – | 24 | +100.0% | 0.00% | – |
| LYV | New | LIVE NATION ENTERTAINMENT IN | $2,000 | – | 16 | +100.0% | 0.00% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $3,000 | – | 8 | +100.0% | 0.00% | – |
| LVS | New | LAS VEGAS SANDS CORP | $2,000 | – | 56 | +100.0% | 0.00% | – |
| TMUS | New | T-MOBILE US INC | $2,000 | – | 16 | +100.0% | 0.00% | – |
| New | SYLVAMO CORP | $2,000 | – | 72 | +100.0% | 0.00% | – | |
| LITE | New | LUMENTUM HLDGS INC | $2,000 | – | 20 | +100.0% | 0.00% | – |
| VLO | New | VALERO ENERGY CORP | $2,000 | – | 28 | +100.0% | 0.00% | – |
| MPC | New | MARATHON PETE CORP | $3,000 | – | 44 | +100.0% | 0.00% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $3,000 | – | 20 | +100.0% | 0.00% | – |
| NEE | New | NEXTERA ENERGY INC | $2,000 | – | 24 | +100.0% | 0.00% | – |
| SRE | New | SEMPRA | $2,000 | – | 12 | +100.0% | 0.00% | – |
| APD | New | AIR PRODS & CHEMS INC | $2,000 | – | 8 | +100.0% | 0.00% | – |
| DIS | New | DISNEY WALT CO | $3,000 | – | 20 | +100.0% | 0.00% | – |
| EXC | New | EXELON CORP | $3,000 | – | 44 | +100.0% | 0.00% | – |
| PYPL | New | PAYPAL HLDGS INC | $3,000 | – | 16 | +100.0% | 0.00% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $2,000 | – | 40 | +100.0% | 0.00% | – |
| ILMN | New | ILLUMINA INC | $2,000 | – | 4 | +100.0% | 0.00% | – |
| TEAM | New | ATLASSIAN CORP PLCcl a | $3,000 | – | 8 | +100.0% | 0.00% | – |
| PG | New | PROCTER AND GAMBLE CO | $3,000 | – | 16 | +100.0% | 0.00% | – |
| HZNP | New | HORIZON THERAPEUTICS PUB L | $2,000 | – | 16 | +100.0% | 0.00% | – |
| MDT | New | MEDTRONIC PLC | $3,000 | – | 28 | +100.0% | 0.00% | – |
| ALC | New | ALCON AG | $3,000 | – | 33 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $1,000 | – | 16 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $0 | – | 16 | +100.0% | 0.00% | – |
| OXY | Buy | OCCIDENTAL PETE CORP | $0 | – | 8 | +100.0% | 0.00% | – |
| PXD | New | PIONEER NAT RES CO | $1,000 | – | 8 | +100.0% | 0.00% | – |
| FMC | New | FMC CORP | $1,000 | – | 8 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
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.