News + Filings Holdings
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Cedar Wealth Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
VANGUARD INDEX FUNDS
| VTI | Common | 171,389 | 171,389 | 32,767,804,000 | 32,767,804,000 | 16.18 | |
Hist
| 12/31/2022 |
Philip Morris International Inc.
| PM | Common | 217,147 | 217,147 | 21,977,448,000 | 21,977,448,000 | 10.85 | 0.01 |
Hist
| 12/31/2022 |
Schwab US Dividend Equity ETF
| SCHD | common | 287,315 | 287,315 | 21,703,787,000 | 21,703,787,000 | 10.72 | |
Hist
| 12/31/2022 |
VANGUARD WORLD FUND
| ESGV | Common | 252,343 | 252,343 | 16,619,284,000 | 16,619,284,000 | 8.21 | |
Hist
| 12/31/2022 |
ALTRIA GROUP, INC.
| MO | Common | 223,513 | 223,513 | 10,216,779,000 | 10,216,779,000 | 5.04 | 0.01 |
Hist
| 12/31/2022 |
INVESCO EXCH TRADED FD TR II
| IDHQ | Common | 290,973 | 290,973 | 7,197,212,000 | 7,197,212,000 | 3.55 | |
Hist
| 12/31/2022 |
SCHWAB STRATEGIC TRUST
| SCHO | Common | 136,269 | 136,269 | 6,573,617,000 | 6,573,617,000 | 3.25 | |
Hist
| 12/31/2022 |
INVESCO EXCHANGE TRADED FD T
| XLG | Common | 20,728 | 20,728 | 5,720,595,000 | 5,720,595,000 | 2.82 | |
Hist
| 12/31/2022 |
VANGUARD WHITEHALL FUNDS
| VIGI | Common | 70,513 | 70,513 | 4,909,801,000 | 4,909,801,000 | 2.42 | |
Hist
| 12/31/2022 |
DGROYAL, LLC
| DGRO | ETF | 71,288 | 71,288 | 3,564,413,000 | 3,564,413,000 | 1.76 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| IWV | Common | 15,521 | 15,521 | 3,425,174,000 | 3,425,174,000 | 1.69 | |
Hist
| 12/31/2022 |
Mondelez International, Inc.
| MDLZ | COM | 48,878 | 48,878 | 3,257,719,000 | 3,257,719,000 | 1.61 | |
Hist
| 12/31/2022 |
INVESCO EXCHANGE-TRADED FUND TRUST
| PXLG | Exchange Traded Fund | 35,192 | 35,192 | 2,906,839,000 | 2,906,839,000 | 1.44 | |
Hist
| 12/31/2022 |
ServisFirst Bancshares, Inc.
| SFBS | COM | 34,276 | 34,276 | 2,361,959,000 | 2,361,959,000 | 1.17 | 0.06 |
Hist
| 12/31/2022 |
INVESCO EXCHANGE TRADED FD T
| SPHQ | Common | 50,704 | 50,704 | 2,230,978,000 | 2,230,978,000 | 1.10 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| USMV | Common | 27,535 | 27,535 | 1,985,239,000 | 1,985,239,000 | 0.98 | |
Hist
| 12/31/2022 |
FLEXSHARES TRUST
| HYGV | Common | 49,512 | 49,512 | 1,973,033,000 | 1,973,033,000 | 0.97 | |
Hist
| 12/31/2022 |
SELECT SECTOR SPDR TR SBI INT-ENERGY
| XLE | OPTION | 20,188 | 20,188 | 1,765,885,000 | 1,765,885,000 | 0.87 | |
Hist
| 12/31/2022 |
MICROSOFT CORP
| MSFT | Common | 6,392 | 6,392 | 1,532,837,000 | 1,532,837,000 | 0.76 | 0.00 |
Hist
| 12/31/2022 |
PIMCO ETF Trust
| LDUR | Common | 16,067 | 16,067 | 1,514,452,000 | 1,514,452,000 | 0.75 | |
Hist
| 12/31/2022 |
TRANSOCEAN INC
| RIG | Common | 278,833 | 278,833 | 1,271,478,000 | 1,271,478,000 | 0.63 | |
Hist
| 12/31/2022 |
SELECT SECTOR SPDR TRUST
| XLV | Common | 9,333 | 9,333 | 1,267,888,000 | 1,267,888,000 | 0.63 | |
Hist
| 12/31/2022 |
SCHWAB STRATEGIC TRUST
| SCHV | Common | 18,954 | 18,954 | 1,251,343,000 | 1,251,343,000 | 0.62 | |
Hist
| 12/31/2022 |
INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 4,148 | 4,148 | 1,104,428,000 | 1,104,428,000 | 0.55 | |
Hist
| 12/31/2022 |
VANGUARD SCOTTSDALE FUNDS
| VGSH | Common | 18,571 | 18,571 | 1,073,762,000 | 1,073,762,000 | 0.53 | |
Hist
| 12/31/2022 |
PERRIGO Co plc
| PRGO | COM | 31,020 | 31,020 | 1,057,472,000 | 1,057,472,000 | 0.52 | 0.02 |
Hist
| 12/31/2022 |
iSHARES TRUST
| XT | Common | 21,667 | 21,667 | 1,025,732,000 | 1,025,732,000 | 0.51 | |
Hist
| 12/31/2022 |
FORD MOTOR CO
| F | Common | 87,746 | 87,746 | 1,020,486,000 | 1,020,486,000 | 0.50 | 0.00 |
Hist
| 12/31/2022 |
AMAZON COM INC
| AMZN | Common | 11,768 | 11,768 | 988,512,000 | 988,512,000 | 0.49 | 0.00 |
Hist
| 12/31/2022 |
Alphabet Inc.
| GOOGL | COM | 10,808 | 10,808 | 953,590,000 | 953,590,000 | 0.47 | 0.00 |
Hist
| 12/31/2022 |
VANGUARD WORLD FUND
| MGK | Common | 5,541 | 5,541 | 953,395,000 | 953,395,000 | 0.47 | |
Hist
| 12/31/2022 |
ANNALY CAPITAL MANAGEMENT INC
| NLY | COM | 45,107 | 45,107 | 950,856,000 | 950,856,000 | 0.47 | 0.01 |
Hist
| 12/31/2022 |
VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 2,625 | 2,625 | 922,424,000 | 922,424,000 | 0.46 | |
Hist
| 12/31/2022 |
Apple Inc.
| AAPL | Common | 6,893 | 6,893 | 895,639,000 | 895,639,000 | 0.44 | 0.00 |
Hist
| 12/31/2022 |
SPDR GOLD TRUST
| GLD | GOLD SHS | 4,805 | 4,805 | 815,120,000 | 815,120,000 | 0.40 | |
Hist
| 12/31/2022 |
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