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Cedar Wealth Management, LLC

13F
Cedar Wealth Management, LLC
Last update 2024-08-12 303 Stocks (11 new)
Value $308.00 Mil Turnover 4 %
Countries:
Top Holdings: VTI(18.31%)SCHD(11.68%)IDHQ(7.76%)ESGV(6.49%)PM(5.45%)
Portfolio Report
Summary Stock Picks Current Portfolio
Cedar Wealth Management, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
210,850
56404.550
-0.01%
18.310
0%
-
+5.38%
+19.38%
421725.131
 
SCHD 		Schwab US Dividend Equity ETF
462,695
35979.140
+2.38%
11.680
+0.27%
-
+8.15%
+10.00%
61515.404
 
IDHQ 		Invesco S&P International Developed Quality ETF
785,576
23897.230
+0.52%
7.760
+0.04%
-
+5.74%
+12.40%
388.834
 
ESGV 		Vanguard ESG U.S. Stock ETF
207,037
20003.890
-0.49%
6.490
-0.03%
-
+4.85%
+19.35%
9072.386
 
PM 		Philip Morris International Inc
165,580
16778.220
-5.12%
5.450
-0.27%
0.010
+19.86%
+33.41%
187897.765
Tobacco Products
SPGP 		Invesco S&P 500 GARP ETF
144,591
14861.080
+0.82%
4.820
+0.04%
-
+1.69%
+6.29%
4287.199
 
XLG 		Invesco S&P 500 Top 50 ETF
294,083
13454.290
+24.75%
4.370
+0.87%
-
+3.11%
+25.72%
6676.262
 
DFAC 		Dimensional U.S. Core Equity 2 ETF
302,298
9746.090
0%
3.160
0%
-
+5.93%
+16.80%
30954.386
 
MO 		Altria Group Inc
143,846
6552.190
-13.19%
2.130
-0.31%
0.010
+12.37%
+34.90%
87171.001
Tobacco Products
IWV 		iShares Russell 3000 ETF
18,018
5561.620
+1.64%
1.810
+0.03%
-
+5.41%
+19.05%
14908.852
 

Cedar Wealth Management, LLC's Historical Top Holdings Breakdowns

Cedar Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
XLG 		Invesco S&P 500 Top 50 ETF2024-06-30Add
+0.87%
●
39.84 ($42.92) 46.12
$47.42
10.48%
Add 24.75%
294,083
58,352
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-06-30Reduce
-0.50%
●
76.35 ($76.93) 77.35
$79.35
3.15%
Reduce -56.53%
15,024
-19,540
EWJ 		iShares MSCI Japan ETF2024-06-30Reduce
-0.45%
●
66.01 ($68.28) 70.48
$72.99
6.90%
Reduce -42%
26,231
-18,993
SCHA 		Schwab U.S. Small-Cap ETF2024-06-30Reduce
-0.43%
●
45.24 ($47.4) 49.04
$51.15
7.91%
Reduce -48.87%
28,171
-26,925
NVDA 		NVIDIA Corp2024-06-30Add
+0.37%
●
76.2 ($101.1) 135.58
$124.04
22.69%
Add 180.92%
14,580
9,390
VXUS 		Vanguard Total International Stock2024-06-30New Buy
+0.37%
●
57.86 ($60.38) 62.21
$65.37
8.26%
New holding
18,878
18,878
MO 		Altria Group Inc2024-06-30Reduce
-0.31%
●
40.75 ($44.37) 46.83
$51.09
15.15%
Reduce -13.19%
143,846
-21,863
FUTY 		Fidelity MSCI Utilities Index ETF2024-06-30Add
+0.30%
●
40.5 ($44.3) 47
$51.13
15.42%
Add 114.18%
40,118
21,387
DBC 		Invesco DB Commodity Index Tracking Fund2024-06-30New Buy
+0.30%
●
22.71 ($23.38) 23.94
$22.21
-5.00%
New holding
39,805
39,805
XLV 		Health Care Select Sector SPDR2024-06-30Reduce
-0.29%
●
138.43 ($143.45) 147.09
$153.10
6.73%
Reduce -54.53%
4,940
-5,925

Cedar Wealth Management, LLC Total Holding History ($B)

To

Cedar Wealth Management, LLC's Asset Allocation

To

Cedar Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cedar Wealth Management, LLC's Hypothetical Growth since 2024-06-30

Cedar Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cedar Wealth Management, LLC's Holdings Heat Map

Size field:

Cedar Wealth Management, LLC's Holdings Bubble Chart

Cedar Wealth Management, LLC News

  • 1

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