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Institutional Investment Manager
CEDAR WEALTH MANAGEMENT, LLC
CEDAR WEALTH MANAGEMENT, LLC (CIK: 0001665642). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Portfolio Summary: 124 holdings with a total value of $145,737,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 STRYKER CORP 2,303 268,000 0.18%
102 AMERICAN INTL GROUP INC 4,924 292,000 0.20%
103 ILLINOIS TOOL WKS INC 2,524 302,000 0.21%
104 ANNALY CAP MGMT INC 28,717 302,000 0.21%
105 SPDR GOLD TR 2,518 316,000 0.22%
106 CISCO SYS INC 11,365 360,000 0.25%
107 GOLDCORP INC NEW 22,165 366,000 0.25%
108 JOHNSON & JOHNSON 3,127 369,000 0.25%
109 BERKSHIRE HATHAWAY INC DEL 2,577 372,000 0.26%
110 GENERAL ELECTRIC CO 13,859 411,000 0.28%
111 VANGUARD INTL EQUITY INDEX F 4,245 422,000 0.29%
112 LILLY ELI & CO 5,877 472,000 0.32%
113 MICROSOFT CORP 9,020 520,000 0.36%
114 CHEVRON CORP NEW 5,835 601,000 0.41%
115 KRAFT HEINZ CO 10,694 957,000 0.66%
116 ServisFirst Bancshares Inc 21,380 1,110,000 0.76%
117 MONDELEZ INTL INC 31,430 1,380,000 0.95%
118 VANGUARD STAR FDS 54,621 2,579,000 1.77%
119 Pimco ETF Tr Low Durtn AC ETF 31,011 3,134,000 2.15%
120 FLEXSHARES NATURAL RESOURCES ETF 204,378 5,627,000 3.86%
121 VANGUARD INDEX FDS 131,671 14,659,000 10.06%
122 VANGUARD INTL EQUITY INDEX F 356,037 16,175,000 11.10%
123 ALTRIA GROUP INC 557,204 35,232,000 24.18%
124 PHILIP MORRIS INTL INC 541,341 52,629,000 36.11%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001095449-16-000297, filed 2016.11.01).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.