Portfolio (Quarterly)
Guide ↗
Cedar Wealth Management, LLC
· CIK 0001665642| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | DTF | DTF TAX-FREE INCOME 2028 TER | Financial Services | 732 | $8K | 0.00% | SOLD |
| 82 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 57 | $8K | 0.00% | SOLD |
| 83 | BBAI | BIGBEAR AI HLDGS INC | Technology | 1,525 | $8K | 0.00% | SOLD |
| 84 | TT | TRANE TECHNOLOGIES PLC | Industrials | 21 | $8K | 0.00% | SOLD |
| 85 | CVS | CVS HEALTH CORP | Healthcare | 101 | $8K | 0.00% | SOLD |
| 86 | INTU | INTUIT | Technology | 12 | $8K | 0.00% | SOLD |
| 87 | PLD | PROLOGIS INC. | Real Estate | 59 | $8K | 0.00% | SOLD |
| 88 | AME | AMETEK INC | Industrials | 36 | $7K | 0.00% | SOLD |
| 89 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 63 | $7K | 0.00% | SOLD |
| 90 | NVS | NOVARTIS AG | Healthcare | 50 | $7K | 0.00% | SOLD |
| 91 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 23 | $7K | 0.00% | SOLD |
| 92 | ULTA | ULTA BEAUTY INC | Consumer Cyclical | 11 | $7K | 0.00% | SOLD |
| 93 | AMLP | ALPS ETF TR | — | 140 | $7K | 0.00% | SOLD |
| 94 | JIG | J P MORGAN EXCHANGE TRADED F | — | 90 | $7K | 0.00% | SOLD |
| 95 | ZH | ZHIHU INC | Communication Services | 1,954 | $6K | 0.00% | SOLD |
| 96 | AMP | AMERIPRISE FINL INC | Financial Services | 13 | $6K | 0.00% | SOLD |
| 97 | ED | CONSOLIDATED EDISON INC | Utilities | 64 | $6K | 0.00% | SOLD |
| 98 | VST | VISTRA CORP | Utilities | 37 | $6K | 0.00% | SOLD |
| 99 | KO | COCA COLA CO | Consumer Defensive | 82 | $6K | 0.00% | SOLD |
| 100 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 17 | $6K | 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%