Cedar Wealth Management

Cedar Wealth Management as of Dec. 31, 2020

Portfolio Holdings for Cedar Wealth Management

Cedar Wealth Management holds 235 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 20.6 $38M 197k 194.64
Philip Morris International (PM) 14.7 $27M 331k 82.79
Altria (MO) 7.5 $14M 339k 41.00
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 5.8 $11M 186k 58.36
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.6 $4.9M 76k 64.14
Ishares Tr Core Div Grwth (DGRO) 2.1 $3.9M 87k 44.82
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 2.0 $3.7M 51k 72.05
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.8 $3.4M 12k 285.29
Ishares Tr Russell 3000 Etf (IWV) 1.8 $3.3M 15k 223.52
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.5 $2.9M 48k 60.23
Flexshares Tr Hig Yld Vl Etf (HYGV) 1.3 $2.5M 51k 49.13
Ishares Tr Msci Usa Min Vol (USMV) 1.3 $2.5M 36k 67.88
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 1.1 $2.1M 73k 29.43
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.0 $1.9M 45k 42.11
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 1.0 $1.9M 42k 45.29
Ishares Msci Jpn Etf New (EWJ) 1.0 $1.8M 26k 67.56
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $1.7M 29k 60.15
Ishares Msci Emrg Chn (EMXC) 0.9 $1.7M 31k 56.86
Ishares Tr Exponential Tech (XT) 0.9 $1.7M 29k 57.25
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.9 $1.6M 16k 102.05
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $1.6M 18k 89.00
At&t (T) 0.8 $1.5M 52k 28.77
Servisfirst Bancshares (SFBS) 0.8 $1.4M 36k 40.30
Mondelez Intl Cl A (MDLZ) 0.8 $1.4M 25k 58.47
Transocean Reg Shs (RIG) 0.8 $1.4M 610k 2.31
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $1.4M 27k 51.11
Microsoft Corporation (MSFT) 0.7 $1.4M 6.1k 222.37
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.3M 4.3k 313.80
Ford Motor Company (F) 0.7 $1.3M 152k 8.79
Spdr Gold Tr Gold Shs (GLD) 0.7 $1.3M 7.5k 178.36
Amazon (AMZN) 0.7 $1.3M 402.00 3256.22
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.6 $1.2M 28k 42.93
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.6 $1.2M 34k 34.39
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.6 $1.1M 31k 35.81
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.6 $1.1M 18k 59.56
Ishares Tr S&p 100 Etf (OEF) 0.5 $995k 5.8k 171.70
Sprouts Fmrs Mkt (SFM) 0.5 $985k 49k 20.10
Annaly Capital Management 0.5 $903k 107k 8.45
Chevron Corporation (CVX) 0.5 $878k 10k 84.43
Kraft Heinz (KHC) 0.5 $868k 25k 34.68
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.4 $800k 27k 29.28
Wisdomtree Tr Euro Qtly Div Gr (EUDG) 0.4 $764k 25k 30.39
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $738k 5.8k 128.35
Dollar Tree (DLTR) 0.4 $715k 6.6k 108.07
Flexshares Tr Mornstar Upstr (GUNR) 0.4 $712k 22k 32.55
Fidelity Covington Trust Msci Utils Index (FUTY) 0.4 $694k 17k 40.59
Visa Com Cl A (V) 0.4 $671k 3.1k 218.71
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $667k 19k 36.03
Barrick Gold Corp (GOLD) 0.4 $666k 29k 22.79
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $662k 13k 51.66
Cisco Systems (CSCO) 0.3 $622k 14k 44.78
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.3 $618k 24k 25.36
Ishares Msci Cda Etf (EWC) 0.3 $586k 19k 30.84
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $575k 6.3k 91.55
Flexshares Tr Qlt Div Def Idx (QDEF) 0.3 $568k 12k 47.93
Ishares Tr Core Intl Aggr (IAGG) 0.3 $535k 9.5k 56.19
Merck & Co (MRK) 0.3 $526k 6.4k 81.74
Ishares Msci Aust Etf (EWA) 0.3 $502k 21k 23.96
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $499k 9.2k 54.30
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.3 $491k 25k 19.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $488k 1.3k 373.66
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $481k 7.8k 61.59
Newmont Mining Corporation (NEM) 0.3 $480k 8.0k 59.87
Flexshares Tr Qualt Divd Idx (QDF) 0.3 $473k 9.6k 49.42
Eli Lilly & Co. (LLY) 0.3 $468k 2.8k 168.83
Anthem (ELV) 0.2 $465k 1.4k 320.91
Exxon Mobil Corporation (XOM) 0.2 $456k 11k 41.22
Alphabet Cap Stk Cl A (GOOGL) 0.2 $454k 259.00 1752.90
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.2 $443k 5.4k 82.27
Mosaic (MOS) 0.2 $416k 18k 22.99
Clever Leaves Holdings 0.2 $414k 47k 8.90
Apple (AAPL) 0.2 $412k 3.1k 132.73
Pinterest Cl A (PINS) 0.2 $401k 6.1k 65.83
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $390k 6.2k 62.65
Wisdomtree Tr Us High Dividend (DHS) 0.2 $359k 5.2k 69.41
Dermtech Ord ord (DMTK) 0.2 $337k 10k 32.40
Pfizer (PFE) 0.2 $325k 8.8k 36.81
Ishares Tr Mbs Etf (MBB) 0.2 $321k 2.9k 110.27
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $315k 3.8k 83.16
Ishares Tr Expanded Tech (IGV) 0.2 $311k 878.00 354.21
Facebook Cl A (META) 0.2 $309k 1.1k 273.45
Kroger (KR) 0.2 $299k 9.4k 31.81
Starbucks Corporation (SBUX) 0.1 $273k 2.6k 106.81
Johnson & Johnson (JNJ) 0.1 $266k 1.7k 157.40
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $264k 1.1k 240.88
Ishares Tr Core S&p500 Etf (IVV) 0.1 $258k 686.00 376.09
Ishares Tr Devsmcp Exna Etf (IEUS) 0.1 $250k 4.0k 62.13
Bristol Myers Squibb (BMY) 0.1 $219k 3.5k 61.90
Cambria Etf Tr Tail Risk (TAIL) 0.1 $206k 10k 20.60
Ishares Tr Msci Eafe Etf (EFA) 0.1 $202k 2.8k 73.03
Ishares Tr Select Divid Etf (DVY) 0.1 $199k 2.1k 96.04
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $195k 4.9k 39.60
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $187k 906.00 206.40
Nu Skin Enterprises Cl A (NUS) 0.1 $186k 3.4k 54.71
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $169k 2.3k 73.35
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.1 $166k 3.6k 46.43
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $161k 3.6k 45.33
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $156k 1.8k 84.78
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.1 $153k 3.2k 47.35
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $145k 623.00 232.74
China Mobile Sponsored Adr 0.1 $133k 4.7k 28.51
Genuine Parts Company (GPC) 0.1 $121k 1.2k 100.83
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.1 $121k 2.8k 42.59
Dollar General (DG) 0.1 $119k 567.00 209.88
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $119k 2.0k 61.03
Invesco Exchange Traded Fd T Zacks Mid Cap (CZA) 0.1 $107k 1.4k 75.94
Baidu Spon Adr Rep A (BIDU) 0.1 $106k 490.00 216.33
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.1 $106k 2.4k 44.99
Ishares Msci Japn Smcetf (SCJ) 0.1 $100k 1.3k 79.24
Goldman Sachs (GS) 0.1 $99k 377.00 262.60
Eaton Vance Corp Com Non Vtg 0.1 $95k 1.4k 67.86
Novartis Sponsored Adr (NVS) 0.1 $94k 1.0k 94.00
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $93k 1.9k 48.39
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $91k 1.0k 90.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $89k 1.8k 50.00
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.0 $85k 2.1k 40.53
Verizon Communications (VZ) 0.0 $85k 1.5k 58.54
Flexshares Tr Intl Qltdv Idx (IQDF) 0.0 $82k 3.4k 24.12
Tripadvisor (TRIP) 0.0 $81k 2.8k 28.93
Gilead Sciences (GILD) 0.0 $79k 1.3k 58.61
Abbvie (ABBV) 0.0 $75k 700.00 107.14
Cloudflare Cl A Com (NET) 0.0 $72k 950.00 75.79
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $71k 4.6k 15.34
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $71k 1.2k 61.74
Dbx Etf Tr Xtrackers High (HYUP) 0.0 $69k 1.4k 48.46
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $69k 1.6k 44.23
Chewy Cl A (CHWY) 0.0 $69k 769.00 89.73
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $61k 1.6k 37.89
Westrock (WRK) 0.0 $61k 1.4k 43.57
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $61k 2.1k 29.31
Wp Carey (WPC) 0.0 $56k 800.00 70.00
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $55k 600.00 91.67
Anworth Mortgage Asset Corporation 0.0 $53k 20k 2.69
Costco Wholesale Corporation (COST) 0.0 $53k 140.00 378.57
Watsco, Incorporated (WSO) 0.0 $52k 230.00 226.09
Barclays Bank Ipth Sr B S&p 0.0 $50k 3.0k 16.67
Realty Income (O) 0.0 $50k 800.00 62.50
Allianzgi Equity & Conv In 0.0 $48k 1.7k 28.32
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $48k 942.00 50.96
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $47k 433.00 108.55
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $46k 375.00 122.67
Zimmer Holdings (ZBH) 0.0 $46k 300.00 153.33
Anglogold Ashanti Sponsored Adr 0.0 $46k 2.1k 22.44
Store Capital Corp reit 0.0 $44k 1.3k 33.85
Stag Industrial (STAG) 0.0 $41k 1.3k 31.54
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $41k 1.0k 41.00
International Paper Company (IP) 0.0 $40k 800.00 50.00
Etf Ser Solutions Us Glb Jets (JETS) 0.0 $40k 1.8k 22.22
Viacomcbs CL B (PARA) 0.0 $39k 1.0k 37.57
Wal-Mart Stores (WMT) 0.0 $33k 226.00 146.02
PetMed Express (PETS) 0.0 $31k 960.00 32.29
Archer Daniels Midland Company (ADM) 0.0 $30k 600.00 50.00
Ishares Msci Chile Etf (ECH) 0.0 $30k 1.0k 30.00
Coca-Cola Company (KO) 0.0 $30k 543.00 55.25
Enbridge (ENB) 0.0 $29k 910.00 31.87
Flexshares Tr Iboxx 3r Targt (TDTT) 0.0 $29k 1.1k 26.24
Ishares Tr Us Home Cons Etf (ITB) 0.0 $28k 500.00 56.00
Occidental Petroleum Corporation (OXY) 0.0 $27k 1.6k 17.20
Nrg Energy Com New (NRG) 0.0 $26k 701.00 37.09
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.0 $26k 344.00 75.58
Novagold Res Com New (NG) 0.0 $25k 2.6k 9.62
Ishares Tr Nasdaq Biotech (IBB) 0.0 $25k 168.00 148.81
Ennis (EBF) 0.0 $25k 1.4k 17.86
Applied Materials (AMAT) 0.0 $24k 282.00 85.11
Sony Corp Sponsored Adr (SONY) 0.0 $23k 224.00 102.68
NiSource (NI) 0.0 $23k 1.0k 23.00
Trustmark Corporation (TRMK) 0.0 $22k 800.00 27.50
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $22k 146.00 150.68
Nike CL B (NKE) 0.0 $21k 148.00 141.89
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.0 $21k 575.00 36.52
Southern Copper Corporation (SCCO) 0.0 $20k 300.00 66.67
Douglas Emmett (DEI) 0.0 $20k 700.00 28.57
Acelrx Pharmaceuticals 0.0 $19k 15k 1.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $19k 342.00 55.56
Vaneck Vectors Etf Tr Agribusiness Etf (MOO) 0.0 $18k 228.00 78.95
Tal Education Group Sponsored Ads (TAL) 0.0 $18k 250.00 72.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $18k 200.00 90.00
New Residential Invt Corp Com New (RITM) 0.0 $18k 1.8k 10.00
Ametek (AME) 0.0 $17k 144.00 118.06
TransDigm Group Incorporated (TDG) 0.0 $17k 28.00 607.14
Roper Industries (ROP) 0.0 $17k 40.00 425.00
United States Steel Corporation (X) 0.0 $17k 1.0k 17.00
Ishares Tr Core Msci Eafe (IEFA) 0.0 $17k 243.00 69.96
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $16k 193.00 82.90
Spdr Ser Tr S&p Pharmac (XPH) 0.0 $16k 300.00 53.33
Vonage Holdings 0.0 $15k 1.2k 12.50
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $15k 130.00 115.38
Redwood Trust (RWT) 0.0 $15k 1.7k 8.82
O'reilly Automotive (ORLY) 0.0 $13k 28.00 464.29
Granite Pt Mtg Tr Com Stk (GPMT) 0.0 $12k 1.2k 9.99
Doubleline Income Solutions (DSL) 0.0 $12k 700.00 17.14
Viatris (VTRS) 0.0 $12k 627.00 19.14
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $12k 223.00 53.81
JPMorgan Chase & Co. (JPM) 0.0 $11k 84.00 130.95
Amgen (AMGN) 0.0 $11k 49.00 224.49
Schlumberger (SLB) 0.0 $11k 523.00 21.03
Micron Technology (MU) 0.0 $11k 140.00 78.57
Norfolk Southern (NSC) 0.0 $9.0k 36.00 250.00
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $9.0k 100.00 90.00
Globant S A (GLOB) 0.0 $9.0k 40.00 225.00
American Tower Reit (AMT) 0.0 $8.0k 36.00 222.22
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $8.0k 220.00 36.36
Pepsi (PEP) 0.0 $7.0k 48.00 145.83
Flexshares Tr Ready Acc Vari (RAVI) 0.0 $6.0k 73.00 82.19
Cintas Corporation (CTAS) 0.0 $6.0k 17.00 352.94
Home Depot (HD) 0.0 $6.0k 24.00 250.00
T. Rowe Price (TROW) 0.0 $6.0k 40.00 150.00
Accenture Plc Ireland Shs Class A (ACN) 0.0 $6.0k 24.00 250.00
Bank of America Corporation (BAC) 0.0 $6.0k 213.00 28.17
Charles Schwab Corporation (SCHW) 0.0 $6.0k 112.00 53.57
Us Bancorp Del Com New (USB) 0.0 $5.0k 100.00 50.00
Ameriprise Financial (AMP) 0.0 $5.0k 28.00 178.57
Expedia Group Com New (EXPE) 0.0 $5.0k 35.00 142.86
Select Sector Spdr Tr Energy (XLE) 0.0 $4.0k 100.00 40.00
salesforce (CRM) 0.0 $4.0k 20.00 200.00
American Water Works (AWK) 0.0 $4.0k 28.00 142.86
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $3.0k 308.00 9.74
Pioneer Natural Resources (PXD) 0.0 $3.0k 28.00 107.14
CVS Caremark Corporation (CVS) 0.0 $3.0k 48.00 62.50
Ishares Core Msci Emkt (IEMG) 0.0 $3.0k 48.00 62.50
Cronos Group (CRON) 0.0 $2.0k 280.00 7.14
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.0 $2.0k 39.00 51.28
Dow (DOW) 0.0 $2.0k 28.00 71.43
Dupont De Nemours (DD) 0.0 $2.0k 28.00 71.43
Range Resources (RRC) 0.0 $2.0k 282.00 7.09
Vale S A Sponsored Ads (VALE) 0.0 $2.0k 100.00 20.00
Boeing Company (BA) 0.0 $2.0k 8.00 250.00
Ishares Tr Russell 2000 Etf (IWM) 0.0 $2.0k 8.00 250.00
Aurora Cannabis 0.0 $1.0k 116.00 8.62
EOG Resources (EOG) 0.0 $1.0k 28.00 35.71
Corteva (CTVA) 0.0 $1.0k 28.00 35.71
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $999.999600 12.00 83.33
ConocoPhillips (COP) 0.0 $0 12.00 0.00
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $0 1.00 0.00
Invesco Db Multi-sector Comm Precious Metal (DBP) 0.0 $0 2.00 0.00