- New Purchases: CI, SCHO, SCHZ, STOR, ANDX, NBLX, ENLC, ENBL, BPL, 1WG, SCHC, BPMP, VEA,
- Added Positions: VTI, FNDX, FNDA, SCHA, MBG, IAGG, VCSH, VWOB, PHB, VWO, VSS, SCHF, VNQI, GLD, SCHP, EQM, SCHD, NRZ, XLU, TAL, ET, PXH, PAGP, MMP, IEMG,
- Reduced Positions: PM, MO, GUNR, GG, SPY, LLY, IWV, MSFT, CSCO, F, BRK.B, JNJ, KR, SYK, NLY, LCNB, TMO, JEF, DHR, L, RIG, MOS, GOLD, WFC, ITW, NEM, ANTM, IPI, HPE, GOOGL, BMY, CF, C, DWDP, FB, GS, HPQ, T, CQP, GOOG, AIG, APA, KHC, CVX, PBA, OKE, HAIN, VZ, KMI, PBR,
- Sold Out: NPK, CGN, VVC, AMJ, VONG, AGG, VTV, ENLK, WES, DXC, IWO, IWN, XRX, DF, PRSP, KSS, CVS,
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- Philip Morris International Inc (PM) - 422,575 shares, 23.67% of the total portfolio. Shares reduced by 6.19%
- Vanguard Total Stock Market (VTI) - 231,533 shares, 21.23% of the total portfolio. Shares added by 7.42%
- Altria Group Inc (MO) - 428,478 shares, 15.59% of the total portfolio. Shares reduced by 5.33%
- Vanguard FTSE All World Ex US (VEU) - 251,679 shares, 8.00% of the total portfolio. Shares added by 0.43%
- Vanguard Total International Stock ETF (VXUS) - 238,938 shares, 7.86% of the total portfolio. Shares reduced by 0.68%
Cedar Wealth Management, LLC initiated holding in Cigna Corp. The purchase prices were between $159.69 and $199.81, with an estimated average price of $183.17. The stock is now traded at around $156.81. The impact to a portfolio due to this purchase was 0.06%. The holding were 600 shares as of .
New Purchase: Schwab Short-Term U.S. Treasury (SCHO)Cedar Wealth Management, LLC initiated holding in Schwab Short-Term U.S. Treasury. The purchase prices were between $49.81 and $50.22, with an estimated average price of $49.94. The stock is now traded at around $50.12. The impact to a portfolio due to this purchase was 0.03%. The holding were 837 shares as of .
New Purchase: Schwab US Aggregate Bond (SCHZ)Cedar Wealth Management, LLC initiated holding in Schwab US Aggregate Bond. The purchase prices were between $50.59 and $51.9, with an estimated average price of $51.01. The stock is now traded at around $51.61. The impact to a portfolio due to this purchase was 0.03%. The holding were 816 shares as of .
New Purchase: STORE Capital Corp (STOR)Cedar Wealth Management, LLC initiated holding in STORE Capital Corp. The purchase prices were between $27.46 and $33.97, with an estimated average price of $31.47. The stock is now traded at around $33.04. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,000 shares as of .
New Purchase: Buckeye Partners LP (BPL)Cedar Wealth Management, LLC initiated holding in Buckeye Partners LP. The purchase prices were between $28.99 and $35.09, with an estimated average price of $32.28. The stock is now traded at around $33.46. The impact to a portfolio due to this purchase was 0.01%. The holding were 350 shares as of .
New Purchase: EnLink Midstream LLC (ENLC)Cedar Wealth Management, LLC initiated holding in EnLink Midstream LLC. The purchase prices were between $9.49 and $12.78, with an estimated average price of $11.28. The stock is now traded at around $12.23. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,054 shares as of .
Added: Schwab Fundamental U.S. Small Company Index (FNDA)Cedar Wealth Management, LLC added to a holding in Schwab Fundamental U.S. Small Company Index by 2249.67%. The purchase prices were between $32.53 and $38.58, with an estimated average price of $36.64. The stock is now traded at around $38.32. The impact to a portfolio due to this purchase was 0.16%. The holding were 7,049 shares as of .
Added: Schwab U.S. Small-Cap (SCHA)Cedar Wealth Management, LLC added to a holding in Schwab U.S. Small-Cap by 2240.99%. The purchase prices were between $59.85 and $72, with an estimated average price of $68.33. The stock is now traded at around $71.80. The impact to a portfolio due to this purchase was 0.16%. The holding were 3,769 shares as of .
Added: Schwab Fundamental U.S. Large Company Index (FNDX)Cedar Wealth Management, LLC added to a holding in Schwab Fundamental U.S. Large Company Index by 2297.27%. The purchase prices were between $33.4 and $38.29, with an estimated average price of $36.81. The stock is now traded at around $38.97. The impact to a portfolio due to this purchase was 0.16%. The holding were 7,024 shares as of .
Added: SPDR Bloomberg Barclays Mortgage Backed Bond (MBG)Cedar Wealth Management, LLC added to a holding in SPDR Bloomberg Barclays Mortgage Backed Bond by 6259.00%. The purchase prices were between $25.39 and $25.88, with an estimated average price of $25.55. The stock is now traded at around $25.71. The impact to a portfolio due to this purchase was 0.1%. The holding were 6,359 shares as of .
Added: Invesco Fundamental High Yield Corporate Bond (PHB)Cedar Wealth Management, LLC added to a holding in Invesco Fundamental High Yield Corporate Bond by 3223.11%. The purchase prices were between $17.66 and $18.65, with an estimated average price of $18.4. The stock is now traded at around $18.79. The impact to a portfolio due to this purchase was 0.1%. The holding were 8,341 shares as of .
Added: iShares International Aggregate Bond Fund (IAGG)Cedar Wealth Management, LLC added to a holding in iShares International Aggregate Bond Fund by 3317.65%. The purchase prices were between $52.07 and $53.49, with an estimated average price of $52.6. The stock is now traded at around $53.22. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,905 shares as of .
Sold Out: National Presto Industries Inc (NPK)Cedar Wealth Management, LLC sold out a holding in National Presto Industries Inc. The sale prices were between $102.62 and $130.5, with an estimated average price of $116.78.
Sold Out: Cigna Corp (CGN)Cedar Wealth Management, LLC sold out a holding in Cigna Corp. The sale prices were between $141.45 and $175.43, with an estimated average price of $160.75.
Sold Out: Vectren Corp (VVC)Cedar Wealth Management, LLC sold out a holding in Vectren Corp. The sale prices were between $71.78 and $72.38, with an estimated average price of $72.05.
Sold Out: JPMorgan Chase Capital XVI JP Morgan Alerian MLP E (AMJ)Cedar Wealth Management, LLC sold out a holding in JPMorgan Chase Capital XVI JP Morgan Alerian MLP E. The sale prices were between $22.32 and $26.11, with an estimated average price of $24.94.
Sold Out: iShares Core U.S. Aggregate Bond (AGG)Cedar Wealth Management, LLC sold out a holding in iShares Core U.S. Aggregate Bond. The sale prices were between $106.35 and $109.08, with an estimated average price of $107.2.
Sold Out: Vanguard Russell 1000 Growth ETF (VONG)Cedar Wealth Management, LLC sold out a holding in Vanguard Russell 1000 Growth ETF. The sale prices were between $130.26 and $157.29, with an estimated average price of $147.43.
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