• 13F History

Cedar Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$277M
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 192 stock holdings with total value $277M as of Q4 2024. Top holdings included VTI, SCHD, IDHQ, ESGV, and XLG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 192 $277M +$29.1M -$47M -$17.9M VTI, SCHD, IDHQ, ESGV, XLG 13F-HR 2/11/2025, 02:02 PM
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 +$944K VTI, SCHD, IDHQ, ESGV, PM 13F-HR 8/12/2024, 05:27 PM
Q1 2024 343 $304M +$18.2M -$7.3M +$10.9M VTI, SCHD, IDHQ, ESGV, PM 13F-HR 5/13/2024, 03:50 PM
Q4 2023 281 $275M +$17M -$16.9M +$72.6K VTI, SCHD, IDHQ, ESGV, PM 13F-HR 2/13/2024, 03:21 PM
Q3 2023 307 $253M +$14.9M -$6.7M +$8.2M VTI, SCHD, ESGV, PM, IDHQ 13F-HR 10/27/2023, 07:56 PM
Q2 2023 312 $259M +$16.4M -$12M +$4.48M VTI, SCHD, ESGV, PM, IDHQ 13F-HR 8/11/2023, 08:31 PM
Q1 2023 300 $244M +$50M -$14.9M +$35.2M VTI, SCHD, PM, ESGV, IDHQ 13F-HR 5/12/2023, 09:25 PM
Q4 2022 300 $203M +$27.4M -$30.9M -$3.47M VTI, PM, SCHD, ESGV, MO 13F-HR 2/14/2023, 12:38 PM
Q3 2022 314 $201M +$12.6M -$9.32M +$3.26M VTI, PM, ESGV, MO, SCHD 13F-HR 11/10/2022, 05:02 PM
Q2 2022 327 $217M +$16.3M -$6.37M +$9.96M VTI, PM, ESGV, MO, DFAC 13F-HR 8/11/2022, 12:47 PM
Q1 2022 363 $240M +$27.8M -$18.6M +$9.2M VTI, ESGV, PM, MO, DFAC 13F-HR 5/12/2022, 02:15 PM
Q4 2021 356 $248M +$17.3M -$7.89M +$9.43M VTI, PM, ESGV, MO, DFAC 13F-HR 2/11/2022, 02:28 PM
Q3 2021 263 $225M +$14.5M -$7.22M +$7.26M VTI, PM, VEU, ESGV, MO 13F-HR 11/10/2021, 07:43 PM
Q2 2021 266 $222M +$18M -$9.7M +$8.25M VTI, PM, VEU, MO, ESGV 13F-HR 8/9/2021, 05:27 PM
Q1 2021 239 $201M +$19.3M -$20.8M -$1.5M VTI, PM, MO, VEU, ESGV 13F-HR 5/10/2021, 07:20 PM
Q4 2020 229 $186M +$12.3M -$7.36M +$4.9M VTI, PM, MO, VEU, SCHD 13F-HR 2/10/2021, 05:58 PM
Q3 2020 211 $161M +$6.94M -$1.59M +$5.35M VTI, PM, MO, VEU, USMV 13F-HR 11/12/2020, 11:21 AM
Q2 2020 212 $148M +$11.3M -$28.6M -$17.3M VTI, PM, MO, VEU, USMV 13F-HR 8/4/2020, 10:44 AM
Q1 2020 221 $148M +$25.2M -$13M +$12.3M VTI, PM, MO, VEU, VXUS 13F-HR 5/1/2020, 10:34 AM
Q4 2019 165 $169M +$19.4M -$13.6M +$5.85M VTI, PM, MO, VEU, VXUS 13F-HR 1/28/2020, 06:36 PM
Q3 2019 151 $149M +$6.26M -$3.92M +$2.34M VTI, PM, MO, VXUS, VEU 13F-HR 10/24/2019, 01:20 PM
Q2 2019 165 $155M +$3.22M -$1.34M +$1.88M VTI, PM, MO, VEU, VXUS 13F-HR 7/24/2019, 11:46 AM
Q1 2019 158 $160M +$5.88M -$7.57M -$1.7M PM, VTI, MO, VEU, VXUS 13F-HR 4/25/2019, 01:29 PM
Q4 2018 159 $139M +$2.37M -$24.1M -$21.8M PM, VTI, MO, VEU, VXUS 13F-HR 1/23/2019, 02:53 PM
Q3 2018 164 $190M +$9.41M -$2.11M +$7.3M PM, MO, VTI, VEU, VXUS 13F-HR 11/6/2018, 12:40 PM
Q2 2018 200 $178M +$30.1M -$2.17M +$27.9M PM, MO, VTI, VEU, VXUS 13F-HR 8/6/2018, 05:48 PM
Q1 2018 130 $162M +$4.68M -$315K +$4.36M PM, VTI, MO, VEU, VXUS 13F-HR 5/7/2018, 08:31 PM
Q4 2017 125 $168M +$4.73M -$9.36M -$4.63M PM, MO, VTI, VEU, VXUS 13F-HR 2/1/2018, 06:02 PM
Q3 2017 131 $169M +$22.5M -$1.95M +$20.6M PM, MO, VTI, VEU, VXUS 13F-HR 10/24/2017, 04:02 PM
Q2 2017 130 $154M +$4.52M -$18.8M -$14.3M PM, MO, VTI, VEU, VXUS 13F-HR 7/21/2017, 02:08 PM
Q1 2017 127 $163M +$5.62M -$4.42M +$1.2M PM, MO, VTI, VEU, VXUS 13F-HR 5/1/2017, 03:07 PM
Q4 2016 124 $146M +$9.33M -$7.91M +$1.42M PM, MO, VTI, VEU, VXUS 13F-HR 2/13/2017, 06:45 PM
Q3 2016 113 $146M +$3.76M -$7.9M -$4.14M PM, MO, VEU, VTI, GUNR 13F-HR 11/1/2016, 04:20 PM
Q2 2016 118 $157M +$8.35M -$3.92M +$4.43M PM, MO, VTI, VEU, GUNR 13F-HR 8/12/2016, 04:23 PM
Q1 2016 106 $145M +$19.2M +$19.2M PM, MO, VTI, VEU, GUNR 13F-HR 4/28/2016, 07:32 PM
Q4 2015 33 $118M PM, MO, VTI, VEU, GUNR 13F-HR 2/3/2016, 02:29 PM