Cedar Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW Cedar Wealth Management, LLC | Institutional Filer | ▲ 2.76% | $343.6M | 89 |
Current Portfolio Holdings
Showing all 89 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 201K | $64.5M | 18.77% |
| 2 | SCHD | SCHWAB STRATEGIC TR | — | 1.4M | $44.1M | 12.84% |
| 3 | XLG | INVESCO EXCHANGE TRADED FD T | — | 582K | $31.8M | 9.24% |
| 4 | IDHQ | INVESCO EXCH TRADED FD TR II | — | 822K | $29.1M | 8.46% |
| 5 | ESGV | VANGUARD WORLD FD | — | 202K | $22.7M | 6.61% |
| 6 | SPGP | INVESCO EXCHANGE TRADED FD T | — | 123K | $13.2M | 3.85% |
| 7 | SGOV | ISHARES TR | — | 123K | $12.4M | 3.60% |
| 8 | DFAC | DIMENSIONAL ETF TRUST | — | 302K | $11.7M | 3.42% |
| 9 | PM | Philip Morris International Inc. | Consumer Defensive | 70K | $11.6M | 3.37% |
| 10 | VOO | VANGUARD INDEX FDS | — | 16K | $9.3M | 2.70% |
| 11 | IWV | ISHARES TR | — | 21K | $7.8M | 2.28% |
| 12 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 100K | $7.5M | 2.18% |
| 13 | VGK | VANGUARD INTL EQUITY INDEX F | — | 67K | $5.5M | 1.60% |
| 14 | MO | Altria Group, Inc. | Consumer Defensive | 82K | $5.4M | 1.57% |
| 15 | GOOGL | Alphabet Inc. | Technology | 16K | $4.6M | 1.33% |
Showing 1 to 15 of 89 holdings