Portfolio (Quarterly)
Guide ↗
Cedar Wealth Management, LLC
· CIK 0001665642| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | C | CITIGROUP INC | Financial Services | 49 | $6K | 0.00% | SOLD |
| 102 | SYF | SYNCHRONY FINANCIAL | Financial Services | 68 | $6K | 0.00% | SOLD |
| 103 | NEE | NEXTERA ENERGY INC | Utilities | 70 | $6K | 0.00% | SOLD |
| 104 | DE | DEERE & CO | Industrials | 12 | $6K | 0.00% | SOLD |
| 105 | JEF | JEFFERIES FINL GROUP INC | Financial Services | 88 | $5K | 0.00% | SOLD |
| 106 | PYPL | PAYPAL HLDGS INC | Financial Services | 90 | $5K | 0.00% | SOLD |
| 107 | CSX | CSX CORP | Industrials | 144 | $5K | 0.00% | SOLD |
| 108 | WMB | WILLIAMS COS INC | Energy | 84 | $5K | 0.00% | SOLD |
| 109 | KMI | KINDER MORGAN INC DEL | Energy | 181 | $5K | 0.00% | SOLD |
| 110 | BX | BLACKSTONE INC | Financial Services | 30 | $5K | 0.00% | SOLD |
| 111 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 48 | $5K | 0.00% | SOLD |
| 112 | MMM | 3M CO | Industrials | 27 | $4K | 0.00% | SOLD |
| 113 | KR | KROGER CO | Consumer Defensive | 66 | $4K | 0.00% | SOLD |
| 114 | ITW | ILLINOIS TOOL WKS INC | Industrials | 15 | $4K | 0.00% | SOLD |
| 115 | MPC | MARATHON PETE CORP | Energy | 22 | $4K | 0.00% | SOLD |
| 116 | JOBY | JOBY AVIATION INC | Industrials | 265 | $3K | 0.00% | SOLD |
| 117 | SOUN | SOUNDHOUND AI INC | Technology | 350 | $3K | 0.00% | SOLD |
| 118 | TSN | TYSON FOODS INC | Consumer Defensive | 59 | $3K | 0.00% | SOLD |
| 119 | VLO | VALERO ENERGY CORP | Energy | 21 | $3K | 0.00% | SOLD |
| 120 | KHC | KRAFT HEINZ CO | Consumer Defensive | 136 | $3K | 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%