The Rise and Fall of Cedar Wealth Management's 13F Holdings in Q3 2022 and Q4 2022

Cedar Wealth Management LLC's 13F filings have been made public, painting a clear picture of the financial institution's investments in Q3 2022 and Q4 2022. As expected, the data reveals that Cedar Wealth Management's portfolio underwent drastic changes and transformations. Some of the investments witnessed positive growth, while others didn't quite meet expectations. In this blog post, we will take a closer look at Cedar Wealth Management's 13F Holdings Comparison from Q3 2022 and Q4 2022.

Vanguard Index Funds Witness a 11.5% Decline

One of Cedar Wealth Management's most notable investments is the Vanguard Index Funds (VTI) that witnessed an 11.5% decline in Q4 2022. The number of shares fell from 206,414 to 171,389, while the value decreased from $37,045,000 to $32,767,000. This decline may be attributed to the ongoing market volatility and economic uncertainties.

Altria Group Inc. Gains 10.5%

While Cedar Wealth Management's investment in Vanguard Index Funds took a tumble, their Altria Group Inc. investment witnessed positive growth. The number of shares in Q4 2022 increased from 223,513 to 229,017, while the value rose from $9,248,000 to $10,216,000. As a result, there was a growth of 10.5%, making Altria Group Inc. a lucrative investment for Cedar Wealth Management.

SCHWAB Strategic TR and Invesco Exch Traded FD TR II Surge Ahead

Cedar Wealth Management's investments in SCHWAB Strategic TR and Invesco Exch Traded FD TR II witnessed impressive growth in Q4 2022. The number of shares in SCHWAB Strategic TR increased from 117,522 to 287,315, while the value skyrocketed from $7,807,000 to $21,703,000, resulting in a whopping 178% growth.

Similarly, Invesco Exch Traded FD TR increased from 290,625 to 290,973 shares, while the value increased from $6,141,000 to $7,197,000, resulting in a growth of 17.2%.

Other Investments Also Undergo Changes

Cedar Wealth Management's investments in other companies like PHILIP MORRIS INTL INC, Vanguard World FD, and Microsft Corp witnessed mixed results. While some experienced growth, others went through a decline or didn't witness any significant change. For instance, the number of shares in APPLE INC remained the same, but the value decreased by 6%.

Conclusion

Cedar Wealth Management's 13F Holdings Comparison for Q3 2022 and Q4 2022 clearly indicates the changing dynamics of the financial markets and the need for investors to be proactive and dynamic. The data showcases both the highs and lows of investing and emphasizes the importance of staying updated with industry trends and news. While some investments witnessed positive growth, others experienced a decline or stagnation. Nonetheless, this data may serve as an important takeaway for investors and financial institutions alike.