Notify me when Cedar Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 233 | $334,333,535 | +$7,935,802 | -$6,851,454 | +$1,084,348 | VTI, SCHD, XLG, IDHQ, ESGV | 13F-HR | 05 Feb 2026, 19:22 |
| Q3 2025 | 244 | $326,341,357 | +$16,674,058 | -$4,174,397 | +$12,499,661 | VTI, SCHD, XLG, IDHQ, ESGV | 13F-HR | 12 Nov 2025, 12:37 |
| Q2 2025 | 230 | $295,258,473 | +$7,777,198 | -$16,447,054 | -$8,669,856 | VTI, SCHD, IDHQ, XLG, ESGV | 13F-HR | 08 Aug 2025, 15:12 |
| Q1 2025 | 194 | $281,105,820 | +$13,855,423 | -$9,018,543 | +$4,836,880 | VTI, SCHD, IDHQ, XLG, PM | 13F-HR | 08 May 2025, 18:55 |
| Q4 2024 | 192 | $276,566,099 | +$29,114,870 | -$47,021,002 | -$17,906,132 | VTI, SCHD, IDHQ, ESGV, XLG | 13F-HR | 11 Feb 2025, 14:02 |
| Q3 2024 | 264 | $322,185,343 | +$10,598,591 | -$15,951,174 | -$5,352,583 | VTI, SCHD, IDHQ, ESGV, PM | 13F-HR | 08 Nov 2024, 16:47 |
| Q2 2024 | 302 | $308,004,446 | +$14,629,838 | -$13,706,970 | +$922,868 | VTI, SCHD, IDHQ, ESGV, PM | 13F-HR | 12 Aug 2024, 17:27 |
| Q1 2024 | 344 | $303,974,113 | +$18,174,261 | -$7,302,400 | +$10,871,861 | VTI, SCHD, IDHQ, ESGV, PM | 13F-HR | 13 May 2024, 15:50 |
| Q4 2023 | 281 | $274,669,672 | +$16,948,050 | -$16,990,973 | -$42,923 | VTI, SCHD, IDHQ, ESGV, PM | 13F-HR | 13 Feb 2024, 15:21 |
| Q3 2023 | 291 | $252,910,632 | +$14,895,333 | -$6,696,123 | +$8,199,210 | VTI, SCHD, ESGV, PM, IDHQ | 13F-HR | 27 Oct 2023, 19:56 |
| Q2 2023 | 298 | $258,733,056 | +$16,445,366 | -$11,964,426 | +$4,480,940 | VTI, SCHD, ESGV, PM, IDHQ | 13F-HR | 11 Aug 2023, 19:31 |
| Q1 2023 | 300 | $244,303,969 | +$50,049,742 | -$15,364,666 | +$34,685,076 | VTI, SCHD, PM, ESGV, IDHQ | 13F-HR | 12 May 2023, 21:25 |
| Q4 2022 | 300 | $202,527,464 | +$27,436,100 | -$44,742,745 | -$17,306,645 | VTI, PM, SCHD, ESGV, MO | 13F-HR | 14 Feb 2023, 13:38 |
| Q3 2022 | 334 | $201,179,000 | +$12,586,239 | -$11,963,364 | +$622,875 | VTI, PM, ESGV, MO, SCHD | 13F-HR | 10 Nov 2022, 18:02 |
| Q2 2022 | 341 | $218,442,000 | +$16,325,055 | -$9,180,126 | +$7,144,929 | VTI, PM, ESGV, MO, DFAC | 13F-HR | 11 Aug 2022, 12:47 |
| Q1 2022 | 372 | $247,265,000 | +$30,276,430 | -$20,935,009 | +$9,341,421 | VTI, ESGV, PM, MO, DFAC | 13F-HR | 12 May 2022, 14:15 |
| Q4 2021 | 363 | $247,584,000 | +$17,315,599 | -$8,001,656 | +$9,313,943 | VTI, PM, ESGV, MO, DFAC | 13F-HR | 11 Feb 2022, 15:28 |
| Q3 2021 | 265 | $224,870,000 | +$14,477,005 | -$7,243,367 | +$7,233,638 | VTI, PM, VEU, ESGV, MO | 13F-HR | 10 Nov 2021, 19:43 |
| Q2 2021 | 268 | $221,909,000 | +$17,950,119 | -$9,696,789 | +$8,253,330 | VTI, PM, VEU, MO, ESGV | 13F-HR | 09 Aug 2021, 17:27 |
| Q1 2021 | 240 | $200,985,000 | +$19,298,879 | -$20,852,655 | -$1,553,776 | VTI, PM, MO, VEU, ESGV | 13F-HR | 10 May 2021, 19:20 |
| Q4 2020 | 232 | $186,316,000 | +$12,314,698 | -$7,643,218 | +$4,671,480 | VTI, PM, MO, VEU, SCHD | 13F-HR | 10 Feb 2021, 18:58 |
| Q3 2020 | 214 | $160,819,000 | +$6,941,673 | -$2,051,760 | +$4,889,913 | VTI, PM, MO, VEU, USMV | 13F-HR | 12 Nov 2020, 12:21 |
| Q2 2020 | 214 | $148,313,000 | +$11,258,292 | -$30,298,071 | -$19,039,779 | VTI, PM, MO, VEU, USMV | 13F-HR | 04 Aug 2020, 10:44 |
| Q1 2020 | 224 | $148,065,000 | +$25,246,332 | -$13,184,866 | +$12,061,466 | VTI, PM, MO, VEU, VXUS | 13F-HR | 01 May 2020, 10:34 |
| Q4 2019 | 165 | $169,122,000 | +$19,449,681 | -$14,652,472 | +$4,797,209 | VTI, PM, MO, VEU, VXUS | 13F-HR | 28 Jan 2020, 19:36 |
| Q3 2019 | 151 | $149,396,000 | +$6,263,656 | -$6,943,506 | -$679,850 | VTI, PM, MO, VXUS, VEU | 13F-HR | 24 Oct 2019, 13:20 |
| Q2 2019 | 165 | $154,665,000 | +$3,217,326 | -$2,113,545 | +$1,103,781 | VTI, PM, MO, VEU, VXUS | 13F-HR | 24 Jul 2019, 11:46 |
| Q1 2019 | 158 | $159,704,000 | +$5,875,293 | -$7,967,710 | -$2,092,417 | PM, VTI, MO, VEU, VXUS | 13F-HR | 25 Apr 2019, 13:29 |
| Q4 2018 | 160 | $139,060,000 | +$2,349,513 | -$25,082,870 | -$22,733,357 | PM, VTI, MO, VEU, VXUS | 13F-HR | 23 Jan 2019, 15:53 |
| Q3 2018 | 175 | $190,266,000 | +$9,410,547 | -$2,603,790 | +$6,806,757 | PM, MO, VTI, VEU, VXUS | 13F-HR | 06 Nov 2018, 13:40 |
| Q2 2018 | 207 | $178,263,000 | +$30,058,290 | -$3,001,732 | +$27,056,558 | PM, MO, VTI, VEU, VXUS | 13F-HR | 06 Aug 2018, 17:48 |
| Q1 2018 | 136 | $161,651,000 | +$4,676,125 | -$2,415,841 | +$2,260,284 | PM, VTI, MO, VEU, VXUS | 13F-HR | 07 May 2018, 20:31 |
| Q4 2017 | 126 | $167,876,000 | +$4,730,788 | -$10,389,181 | -$5,658,393 | PM, MO, VTI, VEU, VXUS | 13F-HR | 01 Feb 2018, 19:02 |
| Q3 2017 | 137 | $168,553,000 | +$22,511,453 | -$2,882,095 | +$19,629,358 | PM, MO, VTI, VEU, VXUS | 13F-HR | 24 Oct 2017, 16:02 |
| Q2 2017 | 140 | $153,566,000 | +$4,516,476 | -$18,838,690 | -$14,322,214 | PM, MO, VTI, VEU, VXUS | 13F-HR | 21 Jul 2017, 14:08 |
| Q1 2017 | 135 | $163,152,000 | +$5,615,660 | -$5,109,766 | +$505,894 | PM, MO, VTI, VEU, VXUS | 13F-HR | 01 May 2017, 15:07 |
| Q4 2016 | 130 | $146,324,000 | +$9,327,303 | -$8,416,096 | +$911,207 | PM, MO, VTI, VEU, VXUS | 13F-HR | 13 Feb 2017, 19:45 |
| Q3 2016 | 120 | $145,729,000 | +$3,756,687 | -$10,997,516 | -$7,240,829 | PM, MO, VEU, VTI, GUNR | 13F-HR | 01 Nov 2016, 16:20 |
| Q2 2016 | 127 | $156,590,000 | +$8,349,236 | -$4,327,245 | +$4,021,991 | PM, MO, VTI, VEU, GUNR | 13F-HR | 12 Aug 2016, 16:23 |
| Q1 2016 | 108 | $145,141,000 | +$19,132,767 | $0 | +$19,132,767 | PM, MO, VTI, VEU, GUNR | 13F-HR | 28 Apr 2016, 19:32 |
| Q4 2015 | 36 | $118,003,000 | $0 | $0 | $0 | PM, MO, VTI, VEU, GUNR | 13F-HR | 03 Feb 2016, 15:29 |