Cedar Wealth Management, LLC Buys Invesco S&P International Developed Quality ETF, Vanguard International Dividend Appreciation ETF, Mondelez International Inc, Sells Vanguard FTSE All-World ex-US ETF, Dimensional World ex U.S. Core Equity 2 ETF, Dollar T

Author's Avatar
Feb 18, 2022
Investment company Cedar Wealth Management, LLC (Current Portfolio) buys Invesco S&P International Developed Quality ETF, Vanguard International Dividend Appreciation ETF, Mondelez International Inc, Amgen Inc, Alphabet Inc, sells Vanguard FTSE All-World ex-US ETF, Dimensional World ex U.S. Core Equity 2 ETF, Dollar Tree Inc, Chevron Corp, Anthem Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Cedar Wealth Management, LLC. As of 2021Q4, Cedar Wealth Management, LLC owns 369 stocks with a total value of $248 million. These are the details of the buys and sells.

For the details of Cedar Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/cedar+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Cedar Wealth Management, LLC
  1. Vanguard Total Stock Market ETF (VTI) - 200,879 shares, 19.59% of the total portfolio. Shares added by 0.90%
  2. Philip Morris International Inc (PM) - 188,653 shares, 7.24% of the total portfolio. Shares added by 1.50%
  3. Vanguard ESG U.S. Stock ETF (ESGV) - 128,472 shares, 4.56% of the total portfolio. Shares added by 5.71%
  4. Altria Group Inc (MO) - 209,726 shares, 4.01% of the total portfolio. Shares reduced by 1.63%
  5. Dimensional U.S. Core Equity 2 ETF (DFAC) - 303,635 shares, 3.55% of the total portfolio.
New Purchase: RH (RH)

Cedar Wealth Management, LLC initiated holding in RH. The purchase prices were between $527.42 and $689.63, with an estimated average price of $613.5. The stock is now traded at around $400.850000. The impact to a portfolio due to this purchase was 0.16%. The holding were 744 shares as of 2021-12-31.

New Purchase: Hercules Capital Inc (HTGC)

Cedar Wealth Management, LLC initiated holding in Hercules Capital Inc. The purchase prices were between $16.14 and $18.07, with an estimated average price of $16.95. The stock is now traded at around $17.995000. The impact to a portfolio due to this purchase was 0.12%. The holding were 18,134 shares as of 2021-12-31.

New Purchase: Goldman Sachs BDC Inc (GSBD)

Cedar Wealth Management, LLC initiated holding in Goldman Sachs BDC Inc. The purchase prices were between $18.49 and $19.51, with an estimated average price of $18.99. The stock is now traded at around $20.280000. The impact to a portfolio due to this purchase was 0.08%. The holding were 10,638 shares as of 2021-12-31.

New Purchase: iShares 20+ Year Treasury Bond ETF (TLT)

Cedar Wealth Management, LLC initiated holding in iShares 20+ Year Treasury Bond ETF. The purchase prices were between $140.81 and $153.96, with an estimated average price of $146.9. The stock is now traded at around $138.110000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,390 shares as of 2021-12-31.

New Purchase: Ares Capital Corp (ARCC)

Cedar Wealth Management, LLC initiated holding in Ares Capital Corp. The purchase prices were between $19.66 and $21.7, with an estimated average price of $20.77. The stock is now traded at around $21.585000. The impact to a portfolio due to this purchase was 0.08%. The holding were 9,215 shares as of 2021-12-31.

New Purchase: New Mountain Finance Corp (NMFC)

Cedar Wealth Management, LLC initiated holding in New Mountain Finance Corp. The purchase prices were between $13.14 and $14.07, with an estimated average price of $13.67. The stock is now traded at around $13.590000. The impact to a portfolio due to this purchase was 0.06%. The holding were 10,350 shares as of 2021-12-31.

Added: Invesco S&P International Developed Quality ETF (IDHQ)

Cedar Wealth Management, LLC added to a holding in Invesco S&P International Developed Quality ETF by 75.43%. The purchase prices were between $29.93 and $32.17, with an estimated average price of $31.29. The stock is now traded at around $29.165000. The impact to a portfolio due to this purchase was 0.85%. The holding were 151,886 shares as of 2021-12-31.

Added: Vanguard International Dividend Appreciation ETF (VIGI)

Cedar Wealth Management, LLC added to a holding in Vanguard International Dividend Appreciation ETF by 3934.30%. The purchase prices were between $81.39 and $86.06, with an estimated average price of $84.18. The stock is now traded at around $79.141000. The impact to a portfolio due to this purchase was 0.8%. The holding were 23,641 shares as of 2021-12-31.

Added: Mondelez International Inc (MDLZ)

Cedar Wealth Management, LLC added to a holding in Mondelez International Inc by 28.38%. The purchase prices were between $58.07 and $66.37, with an estimated average price of $61.81. The stock is now traded at around $65.745000. The impact to a portfolio due to this purchase was 0.19%. The holding were 31,422 shares as of 2021-12-31.

Added: Amgen Inc (AMGN)

Cedar Wealth Management, LLC added to a holding in Amgen Inc by 3957.14%. The purchase prices were between $198.88 and $227.6, with an estimated average price of $211.1. The stock is now traded at around $221.115000. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,988 shares as of 2021-12-31.

Added: PLBY Group Inc (PLBY)

Cedar Wealth Management, LLC added to a holding in PLBY Group Inc by 65.31%. The purchase prices were between $22.7 and $40.83, with an estimated average price of $30.38. The stock is now traded at around $15.577300. The impact to a portfolio due to this purchase was 0.16%. The holding were 36,825 shares as of 2021-12-31.

Added: Alphabet Inc (GOOGL)

Cedar Wealth Management, LLC added to a holding in Alphabet Inc by 35.73%. The purchase prices were between $2673.19 and $2996.77, with an estimated average price of $2884.33. The stock is now traded at around $2615.525000. The impact to a portfolio due to this purchase was 0.16%. The holding were 509 shares as of 2021-12-31.

Sold Out: Ionis Pharmaceuticals Inc (IONS)

Cedar Wealth Management, LLC sold out a holding in Ionis Pharmaceuticals Inc. The sale prices were between $25.61 and $35.1, with an estimated average price of $31.44.

Sold Out: Zimmer Biomet Holdings Inc (ZBH)

Cedar Wealth Management, LLC sold out a holding in Zimmer Biomet Holdings Inc. The sale prices were between $118.89 and $151.03, with an estimated average price of $134.39.

Sold Out: ConocoPhillips (COP)

Cedar Wealth Management, LLC sold out a holding in ConocoPhillips. The sale prices were between $68.6 and $77.03, with an estimated average price of $72.91.

Sold Out: FlexShares Ready Access Variable Income Fund (RAVI)

Cedar Wealth Management, LLC sold out a holding in FlexShares Ready Access Variable Income Fund. The sale prices were between $75.49 and $75.79, with an estimated average price of $75.63.

Sold Out: EOG Resources Inc (EOG)

Cedar Wealth Management, LLC sold out a holding in EOG Resources Inc. The sale prices were between $83.58 and $97.11, with an estimated average price of $89.9.

Sold Out: Corteva Inc (CTVA)

Cedar Wealth Management, LLC sold out a holding in Corteva Inc. The sale prices were between $41.95 and $48.7, with an estimated average price of $45.62.



Here is the complete portfolio of Cedar Wealth Management, LLC. Also check out:

1. Cedar Wealth Management, LLC's Undervalued Stocks
2. Cedar Wealth Management, LLC's Top Growth Companies, and
3. Cedar Wealth Management, LLC's High Yield stocks
4. Stocks that Cedar Wealth Management, LLC keeps buying