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 Market Cap. of $10 Billions to $200 Billions
