Cedar Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 8, 2024
Value $
$322M
Signature - Title
Laurel Jones - Wealth Adviser Associate
Location
Walnut Creek, CA
Summary
This page shows a list of all the recent 13F filings made by Cedar Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cedar Wealth Management, LLC reported 264 stock holdings with total value $322M as of Q3 2024. Top holdings included VTI, SCHD, IDHQ, ESGV, and PM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 264 $322M +$10.6M -$16M -$5.35M VTI, SCHD, IDHQ, ESGV, PM 13F-HR 11/8/2024, 04:47 PM
Q2 2024 302 $308M +$14.6M -$13.7M +$923K VTI, SCHD, IDHQ, ESGV, PM 13F-HR 8/12/2024, 05:27 PM
Q1 2024 344 $304M +$18.2M -$7.3M +$10.9M VTI, SCHD, IDHQ, ESGV, PM 13F-HR 5/13/2024, 03:50 PM
Q4 2023 281 $275M +$16.9M -$17M -$42.9K VTI, SCHD, IDHQ, ESGV, PM 13F-HR 2/13/2024, 03:21 PM
Q3 2023 291 $253M +$14.9M -$6.7M +$8.2M VTI, SCHD, ESGV, PM, IDHQ 13F-HR 10/27/2023, 07:56 PM
Q2 2023 298 $259M +$16.4M -$12M +$4.48M VTI, SCHD, ESGV, PM, IDHQ 13F-HR 8/11/2023, 07:31 PM
Q1 2023 300 $244M +$50M -$15.4M +$34.7M VTI, SCHD, PM, ESGV, IDHQ 13F-HR 5/12/2023, 09:25 PM
Q4 2022 300 $203M +$27.4M -$44.7M -$17.3M VTI, PM, SCHD, ESGV, MO 13F-HR 2/14/2023, 01:38 PM
Q3 2022 334 $201M +$12.6M -$12M +$623K VTI, PM, ESGV, MO, SCHD 13F-HR 11/10/2022, 06:02 PM
Q2 2022 341 $218M +$16.3M -$9.18M +$7.14M VTI, PM, ESGV, MO, DFAC 13F-HR 8/11/2022, 12:47 PM
Q1 2022 372 $247M +$30.3M -$20.9M +$9.34M VTI, ESGV, PM, MO, DFAC 13F-HR 5/12/2022, 02:15 PM
Q4 2021 363 $248M +$17.3M -$8M +$9.31M VTI, PM, ESGV, MO, DFAC 13F-HR 2/11/2022, 03:28 PM
Q3 2021 265 $225M +$14.5M -$7.24M +$7.23M VTI, PM, VEU, ESGV, MO 13F-HR 11/10/2021, 07:43 PM
Q2 2021 268 $222M +$18M -$9.7M +$8.25M VTI, PM, VEU, MO, ESGV 13F-HR 8/9/2021, 05:27 PM
Q1 2021 240 $201M +$19.3M -$20.9M -$1.55M VTI, PM, MO, VEU, ESGV 13F-HR 5/10/2021, 07:20 PM
Q4 2020 232 $186M +$12.3M -$7.64M +$4.67M VTI, PM, MO, VEU, SCHD 13F-HR 2/10/2021, 06:58 PM
Q3 2020 214 $161M +$6.94M -$2.05M +$4.89M VTI, PM, MO, VEU, USMV 13F-HR 11/12/2020, 12:21 PM
Q2 2020 214 $148M +$11.3M -$30.3M -$19M VTI, PM, MO, VEU, USMV 13F-HR 8/4/2020, 10:44 AM
Q1 2020 224 $148M +$25.2M -$13.2M +$12.1M VTI, PM, MO, VEU, VXUS 13F-HR 5/1/2020, 10:34 AM
Q4 2019 165 $169M +$19.4M -$14.7M +$4.8M VTI, PM, MO, VEU, VXUS 13F-HR 1/28/2020, 07:36 PM
Q3 2019 151 $149M +$6.26M -$6.94M -$680K VTI, PM, MO, VXUS, VEU 13F-HR 10/24/2019, 01:20 PM
Q2 2019 165 $155M +$3.22M -$2.11M +$1.1M VTI, PM, MO, VEU, VXUS 13F-HR 7/24/2019, 11:46 AM
Q1 2019 158 $160M +$5.88M -$7.97M -$2.09M PM, VTI, MO, VEU, VXUS 13F-HR 4/25/2019, 01:29 PM
Q4 2018 160 $139M +$2.35M -$25.1M -$22.7M PM, VTI, MO, VEU, VXUS 13F-HR 1/23/2019, 03:53 PM
Q3 2018 175 $190M +$9.41M -$2.6M +$6.81M PM, MO, VTI, VEU, VXUS 13F-HR 11/6/2018, 01:40 PM
Q2 2018 207 $178M +$30.1M -$3M +$27.1M PM, MO, VTI, VEU, VXUS 13F-HR 8/6/2018, 05:48 PM
Q1 2018 136 $162M +$4.68M -$2.42M +$2.26M PM, VTI, MO, VEU, VXUS 13F-HR 5/7/2018, 08:31 PM
Q4 2017 126 $168M +$4.73M -$10.4M -$5.66M PM, MO, VTI, VEU, VXUS 13F-HR 2/1/2018, 07:02 PM
Q3 2017 137 $169M +$22.5M -$2.88M +$19.6M PM, MO, VTI, VEU, VXUS 13F-HR 10/24/2017, 04:02 PM
Q2 2017 140 $154M +$4.52M -$18.8M -$14.3M PM, MO, VTI, VEU, VXUS 13F-HR 7/21/2017, 02:08 PM
Q1 2017 135 $163M +$5.62M -$5.11M +$506K PM, MO, VTI, VEU, VXUS 13F-HR 5/1/2017, 03:07 PM
Q4 2016 130 $146M +$9.33M -$8.42M +$911K PM, MO, VTI, VEU, VXUS 13F-HR 2/13/2017, 07:45 PM
Q3 2016 120 $146M +$3.76M -$11M -$7.24M PM, MO, VEU, VTI, GUNR 13F-HR 11/1/2016, 04:20 PM
Q2 2016 127 $157M +$8.35M -$4.33M +$4.02M PM, MO, VTI, VEU, GUNR 13F-HR 8/12/2016, 04:23 PM
Q1 2016 108 $145M +$19.1M $0 +$19.1M PM, MO, VTI, VEU, GUNR 13F-HR 4/28/2016, 07:32 PM
Q4 2015 36 $118M $0 $0 PM, MO, VTI, VEU, GUNR 13F-HR 2/3/2016, 03:29 PM