Portfolio (Quarterly)
Guide ↗
Cedar Wealth Management, LLC
· CIK 0001665642| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 37 | $21K | 0.01% | SOLD |
| 62 | BBBY | BED BATH & BEYOND INC | Consumer Cyclical | 3,881 | $21K | 0.01% | SOLD |
| 63 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 10 | $20K | 0.01% | SOLD |
| 64 | VEA | VANGUARD TAX-MANAGED FDS | — | 318 | $20K | 0.01% | SOLD |
| 65 | PAYX | PAYCHEX INC | Industrials | 167 | $19K | 0.01% | SOLD |
| 66 | APA | APA CORPORATION | Energy | 761 | $19K | 0.01% | SOLD |
| 67 | ABT | ABBOTT LABS | Healthcare | 148 | $19K | 0.01% | SOLD |
| 68 | ROP | ROPER TECHNOLOGIES INC | Industrials | 37 | $16K | 0.01% | SOLD |
| 69 | XLRE | SELECT SECTOR SPDR TR | — | 398 | $16K | 0.01% | SOLD |
| 70 | PEP | PEPSICO INC | Consumer Defensive | 109 | $16K | 0.01% | SOLD |
| 71 | CSCO | CISCO SYS INC | Technology | 184 | $14K | 0.00% | SOLD |
| 72 | AGNC | AGNC INVT CORP | Real Estate | 1,220 | $13K | 0.00% | SOLD |
| 73 | EMXC | ISHARES INC | — | 157 | $11K | 0.00% | SOLD |
| 74 | BITO | PROSHARES TR | — | 868 | $11K | 0.00% | SOLD |
| 75 | BAC | BANK AMERICA CORP | Financial Services | 191 | $11K | 0.00% | SOLD |
| 76 | JNJ | JOHNSON & JOHNSON | Healthcare | 49 | $10K | 0.00% | SOLD |
| 77 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 65 | $9K | 0.00% | SOLD |
| 78 | INTC | INTEL CORP | Technology | 253 | $9K | 0.00% | SOLD |
| 79 | GDV | GABELLI DIVID & INCOME TR | Financial Services | 336 | $9K | 0.00% | SOLD |
| 80 | EDV | VANGUARD WORLD FD | — | 134 | $9K | 0.00% | SOLD |
Sector Allocation
Consumer Defensive
34.9%
Technology
18.7%
Communication Services
14.4%
Consumer Cyclical
8.9%
Financial Services
8.7%
Energy
7.3%
Basic Materials
6.1%
Healthcare
0.9%