Cedar Wealth Management, LLC Portfolio Holdings

Cedar Wealth Management, LLC

  • $276 Million
  • Q4 2024

Cedar Wealth Management, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $276 Million distributed in 193 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $58.6M, Schwab Strategic Tr Us Dividen with a value of $34.3M, Invesco ETF Tf Ii S&P Intl Dev with a value of $22.3M, Vanguard World Fd Esg U.S. Sto with a value of $21.6M, and Invesco Exchange Traded Fd Tr with a value of $21M.

Examining the 13F form we can see an decrease of $45.3M in the current position value, from $322M to 276M.

Cedar Wealth Management, LLC is based out at Walnut Creek, CA

Below you can find more details about Cedar Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $276 Million
ETFs: $222 Million
Consumer Defensive: $26.8 Million
Consumer Cyclical: $7.97 Million
Technology: $7.21 Million
Communication Services: $4.13 Million
Financial Services: $3.04 Million
Basic Materials: $1.98 Million
Healthcare: $1.59 Million
Other: $1.85 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.5B
$67,000 0.02% of portfolio
250
Q4 2021 New
$265B
$61,000 0.02% of portfolio
678
Q1 2024 Added 200.0%
$306B
$62,000 0.02% of portfolio
187
Q4 2024 Reduced 89.1%
$142B
$58,000 0.02% of portfolio
357
Q1 2023 Reduced 40.89%
$130B
$48,000 0.02% of portfolio
167
Q4 2021 New
$39.7B
$65,000 0.02% of portfolio
487
Q3 2023 Added 42.4%
$168B
$55,000 0.02% of portfolio
456
Q3 2024 Reduced 6.37%
$361B
$57,000 0.02% of portfolio
326
Q4 2024 Reduced 67.1%
$211B
$19,000 0.01% of portfolio
37
Q4 2024 Reduced 24.49%
$0
$27,000 0.01% of portfolio
3,940
Q2 2023 Reduced 26.9%
$54.4B
$23,000 0.01% of portfolio
167
Q4 2021 New
$140B
$14,000 0.01% of portfolio
160
Q4 2024 Reduced 65.96%
$184B
$39,000 0.01% of portfolio
1,000
Q4 2024 Reduced 63.54%
$0
$20,000 0.01% of portfolio
992
Q3 2022 Reduced 43.05%
$234B
$34,000 0.01% of portfolio
534
Q2 2024 Reduced 17.72%
$70.8B
$20,000 0.01% of portfolio
167
Q4 2021 New
$30.8B
$21,000 0.01% of portfolio
260
Q1 2023 Reduced 16.13%
$82B
$41,000 0.01% of portfolio
180
Q4 2024 Reduced 25.0%
$62.3B
$26,000 0.01% of portfolio
51
Q4 2023 Reduced 16.39%
$238B
$16,000 0.01% of portfolio
148
Q3 2023 Reduced 4.52%
$236B
$21,000 0.01% of portfolio
217
Q3 2023 Reduced 64.83%
$95.6B
$30,000 0.01% of portfolio
208
Q4 2021 New
$33.2B
$36,000 0.01% of portfolio
628
Q4 2024 Reduced 22.08%
$1.08T
$22,000 0.01% of portfolio
120
Q4 2024 Reduced 31.03%
$53.2B
$36,000 0.01% of portfolio
754
Q4 2024 Reduced 34.21%
$94.4B
$22,000 0.01% of portfolio
1,117
Q4 2024 Reduced 25.23%
$109B
$17,000 0.01% of portfolio
10
Q2 2024 Reduced 9.09%
$6.52B
$8,000 0.0% of portfolio
40
Q4 2019 New
$353B
$4,000 0.0% of portfolio
105
Q3 2023 Reduced 32.26%
$51.5B
$2,000 0.0% of portfolio
21
Q3 2022 Reduced 25.0%
$44.9B
$0 0.0% of portfolio
100
Q4 2020 Reduced 71.43%
$440B
$3,000 0.0% of portfolio
6
Q2 2024 Reduced 50.0%
$144B
$4,000 0.0% of portfolio
48
Q2 2024 Reduced 54.72%
$81.3B
$3,000 0.0% of portfolio
15
Q2 2024 Reduced 76.19%
$72.3B
$8,000 0.0% of portfolio
7
Q3 2021 Reduced 75.0%
$33.3B
$1,000 0.0% of portfolio
12
Q4 2023 Reduced 33.33%
$177B
$3,000 0.0% of portfolio
18
Q4 2024 Reduced 81.82%
$6.91B
$0 0.0% of portfolio
14
Q3 2023 Reduced 66.67%
$44.7B
$2,000 0.0% of portfolio
33
Q2 2024 New
$55.7B
$10,000 0.0% of portfolio
20
Q4 2023 Reduced 33.33%
$0
$1,000 0.0% of portfolio
79
Q3 2024 Reduced 94.62%
$42.9B
$6,000 0.0% of portfolio
36
Q4 2024 Reduced 50.0%
$60.1B
$2,000 0.0% of portfolio
28
Q3 2023 Reduced 50.0%
$229B
$6,000 0.0% of portfolio
18
Q2 2024 Reduced 70.49%
$5.27B
$10,000 0.0% of portfolio
225
Q1 2023 Reduced 64.0%
$80.8B
$7,000 0.0% of portfolio
21
Q3 2022 Reduced 25.0%
$982B
$13,000 0.0% of portfolio
70
Q3 2024 Reduced 23.91%
$337B
$1,000 0.0% of portfolio
8
Q3 2023 Reduced 33.33%
$13.6B
$2,000 0.0% of portfolio
32
Q4 2024 Reduced 94.59%

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $276 Million
  • Prior Value $322 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
Track This Portfolio

Track Cedar Wealth Management, LLC Portfolio

Follow Cedar Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cedar Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cedar Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email