Cedar Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Philip Morris
PM
|
+$12.9M |
| 2 |
Altria Group
MO
|
+$6.96M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$5.66M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$1.47M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$911K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Enterprise Products Partners
EPD
|
+$305K |
| 2 |
Energy Transfer Partners
ET
|
+$241K |
| 3 |
Plains GP Holdings
PAGP
|
+$217K |
| 4 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
+$207K |
| 5 |
DCP
DCP Midstream, LP
DCP
|
+$194K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 47.09% |
| 2 | Financials | 1.9% |
| 3 | Technology | 1.41% |
| 4 | Healthcare | 1.35% |
| 5 | Materials | 1.27% |
Similar funds
Cedar Wealth Management's Q2 2018 Portfolio in Review
As of Q2 2018, Cedar Wealth Management held 219 positions worth $178M, up 10% from $162M the previous quarter. Its ten largest holdings account for 88% of the portfolio.
Cedar Wealth Management deployed $28.1M of net new capital in Q2 2018, opening 78 new positions and adding to 30 existing holdings. Its largest new stake was State Street SPDR Dow Jones International Real Estate ETF: 5,612 shares worth $220K.
By sector, the portfolio is most concentrated in Consumer Staples at 47% of assets, up from 47% a quarter earlier, followed by Financials and Technology.
On the sell side, the largest reduction was Enterprise Products Partners, an estimated $305K trimmed.
- Cedar Wealth Management's largest Q2 2018 buy was State Street SPDR Dow Jones International Real Estate ETF: 5,612 shares worth $220K.
- Cedar Wealth Management added most to Philip Morris in Q2 2018, an estimated $12.9M increase.
- Cedar Wealth Management's biggest Q2 2018 reduction was Enterprise Products Partners, cutting an estimated $305K.
- Cedar Wealth Management fully exited Buckeye Partners, L.P. in Q2 2018, selling an estimated $159K.
- Cedar Wealth Management's ten largest holdings make up 88% of its $178M portfolio in Q2 2018.
- Cedar Wealth Management opened 78 new positions and closed 7 in Q2 2018.
- Cedar Wealth Management's portfolio value rose 10% quarter-over-quarter to $178M.
Based on Cedar Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.