Cedar Wealth Management, LLC Top Holdings and 13F Report (2025) About Cedar Wealth Management, LLCInvestment ActivityCedar Wealth Management, LLC has $295.26 million in total holdings as of June 30, 2025.Cedar Wealth Management, LLC owns shares of 230 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 2.63% of the portfolio was purchased this quarter.About 5.57% of the portfolio was sold this quarter.This quarter, Cedar Wealth Management, LLC has purchased 195 new stocks and bought additional shares in 44 stocks.Cedar Wealth Management, LLC sold shares of 23 stocks and completely divested from 9 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $61,111,443Schwab US Dividend Equity ETF $34,063,277Invesco S&P International Developed Quality ETF $25,810,116Invesco S&P 500 Top 50 ETF $24,860,754Vanguard ESG U.S. Stock ETF $22,207,707 Largest New Holdings this Quarter 464286400 - iShares MSCI Brazil ETF $418,873 Holding433000106 - Hims & Hers Health $371,183 Holding06849F108 - BARRICK MNG CORP $275,657 HoldingG9460G101 - Valaris $222,804 HoldingG65431127 - Noble $213,329 Holding Largest Purchases this Quarter iShares Russell 3000 ETF 2,591 shares (about $909.44K)Alphabet 4,187 shares (about $737.89K)iShares Russell 2000 ETF 2,946 shares (about $635.72K)Invesco S&P 500 Top 50 ETF 10,869 shares (about $566.27K)Invesco AAA CLO Floating Rate Note ETF 21,989 shares (about $562.04K) Largest Sales this Quarter Philip Morris International 54,463 shares (about $9.92M)Newmont 25,589 shares (about $1.49M)Alibaba Group 4,607 shares (about $522.45K)Adobe 851 shares (about $329.23K)Altria Group 4,522 shares (about $265.12K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCedar Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$61,111,4430.0%201,07120.7%ETFSCHDSchwab US Dividend Equity ETF$34,063,277$500,214 ▲1.5%1,285,40711.5%ETFIDHQInvesco S&P International Developed Quality ETF$25,810,116$19,095 ▲0.1%782,5998.7%ETFXLGInvesco S&P 500 Top 50 ETF$24,860,754$566,275 ▲2.3%477,1748.4%ETFESGVVanguard ESG U.S. Stock ETF$22,207,7070.0%202,5517.5%ETFSPGPInvesco S&P 500 GARP ETF$15,337,039$174,797 ▼-1.1%142,4055.2%ETFPMPhilip Morris International$14,300,126$9,919,351 ▼-41.0%78,5164.8%Consumer StaplesDFACDimensional U.S. Core Equity 2 ETF$10,834,3600.0%302,2983.7%ETFSPHQInvesco S&P 500 Quality ETF$6,734,228$40,048 ▼-0.6%94,5022.3%ETFIWViShares Russell 3000 ETF$6,326,775$909,441 ▲16.8%18,0252.1%ETFMOAltria Group$5,565,148$265,124 ▼-4.5%94,9201.9%Consumer StaplesVGKVanguard FTSE Europe ETF$5,161,107$77 ▲0.0%66,5951.7%ETFVOOVanguard S&P 500 ETF$4,696,327$146,547 ▲3.2%8,2681.6%ETFAMZNAmazon.com$3,362,591$10,531 ▲0.3%15,3271.1%Retail/WholesaleMDLZMondelez International$3,324,3200.0%49,2931.1%Consumer StaplesGOOGLAlphabet$2,851,969$737,885 ▲34.9%16,1831.0%Computer and TechnologyCLOZEldridge BBB-B CLO ETF$2,529,497$153,434 ▲6.5%94,5960.9%ETFNVDANVIDIA$2,286,431$61,774 ▲2.8%14,4720.8%Computer and TechnologyMSFTMicrosoft$2,118,675$18,903 ▼-0.9%4,2590.7%Computer and TechnologyEWJiShares MSCI Japan ETF$1,966,5110.0%26,2310.7%ETFICLOInvesco AAA CLO Floating Rate Note ETF$1,767,525$562,039 ▲46.6%69,1520.6%ETFAAPLApple$1,592,205$129,264 ▲8.8%7,7600.5%Computer and TechnologyUSBU.S. Bancorp$1,471,379$3,484 ▲0.2%32,5170.5%FinanceOEFiShares S&P 100 ETF$1,455,8900.0%4,7840.5%ETFQQQInvesco QQQ$1,443,271$27,585 ▲1.9%2,6160.5%FinanceHYGVFlexShares High Yield Value-Scored Bond Index Fund$1,260,613$451 ▲0.0%30,7240.4%ETFMETAMeta Platforms$1,166,182$8,119 ▲0.7%1,5800.4%Computer and TechnologyEUDGWisdomTree Europe Quality Dividend Growth Fund$1,083,1450.0%31,1340.4%FinanceNGNovagold Resources$1,077,466$268,194 ▲33.1%263,4390.4%Basic MaterialsEWCiShares MSCI Canada ETF$954,7920.0%20,6660.3%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$941,8640.0%24,8120.3%ETFIWMiShares Russell 2000 ETF$901,575$635,720 ▲239.1%4,1780.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$840,447$102,148 ▲13.8%4,6240.3%ETFIAUiShares Gold Trust$833,441$4,864 ▲0.6%13,3650.3%FinanceEEMiShares MSCI Emerging Markets ETF$790,1230.0%16,3790.3%FinanceAVGOBroadcom$777,3330.0%2,8200.3%Computer and TechnologyQDFFlexShares Quality Dividend Index Fund$729,3710.0%9,9670.2%ETFQDEFFlexShares Quality Dividend Defensive Index Fund$709,1270.0%9,5760.2%ETFVYMVanguard High Dividend Yield ETF$639,6280.0%4,7980.2%ETFBRK.BBerkshire Hathaway$588,753$14,087 ▲2.5%1,2120.2%FinanceASMLASML$572,9940.0%7150.2%Computer and TechnologyGLBEGlobal-e Online$536,8410.0%16,0060.2%Retail/WholesaleFFord Motor$520,5610.0%47,9780.2%Auto/Tires/TrucksEWAiShares MSCI Australia ETF$501,8400.0%19,0670.2%FinanceRIGTransocean$492,173$169,609 ▲52.6%190,0280.2%EnergyAMPLAmplitude$463,9460.0%37,4150.2%Business ServicesRHRH$457,782$226,812 ▲98.2%2,4220.2%Consumer StaplesVGSHVanguard Short-Term Treasury ETF$448,430$2,821 ▲0.6%7,6290.2%ETFOXYOccidental Petroleum$444,2980.0%10,5760.2%EnergyGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$441,590$220,775 ▼-33.3%11,0090.1%ETFPRGOPerrigo$440,078$146,853 ▼-25.0%16,4700.1%MedicalEWZiShares MSCI Brazil ETF$418,873$418,873 ▲New Holding14,5190.1%ETFTWLOTwilio$413,7460.0%3,3270.1%Computer and TechnologySDRLSeadrill$403,725$123,296 ▲44.0%15,3800.1%EnergyWDSWoodside Energy Group$399,9920.0%25,9230.1%EnergyVVisa$376,7080.0%1,0610.1%Business ServicesHIMSHims & Hers Health$371,183$371,183 ▲New Holding7,4460.1%MedicalXLVHealth Care Select Sector SPDR Fund$356,7890.0%2,6470.1%ETFIWFiShares Russell 1000 Growth ETF$353,4260.0%8320.1%ETFTAT&T$344,2410.0%11,8950.1%Computer and TechnologyNEMNewmont$297,009$1,490,813 ▼-83.4%5,0980.1%Basic MaterialsARDCAres Dynamic Credit Allocation Fund$286,761$70,546 ▼-19.7%20,1660.1%Financial ServicesCVXChevron$282,546$4,010 ▲1.4%1,9730.1%EnergyTLTiShares 20+ Year Treasury Bond ETF$281,767$23,561 ▲9.1%3,1930.1%ETFADBEAdobe$280,101$329,235 ▼-54.0%7240.1%Computer and TechnologyNLYAnnaly Capital Management$276,9360.0%14,7150.1%FinanceBARRICK MNG CORP$275,657$275,657 ▲New Holding13,2400.1%BARRICK MNG CORPDVYiShares Select Dividend ETF$258,1830.0%1,9440.1%ETFEGOEldorado Gold$256,284$109,836 ▼-30.0%12,6000.1%Basic MaterialsNOWServiceNow$255,9920.0%2490.1%Computer and TechnologyDGROiShares Core Dividend Growth ETF$251,5350.0%3,9340.1%ETFCPRICapri$249,4280.0%14,0920.1%Retail/WholesaleGLDSPDR Gold Shares$248,436$189,604 ▼-43.3%8150.1%FinanceSBUXStarbucks$234,2060.0%2,5560.1%Retail/WholesaleXTiShares Exponential Technologies ETF$224,7870.0%3,4450.1%ManufacturingSTKLSunOpta$223,9030.0%38,6040.1%Consumer StaplesVALValaris$222,804$222,804 ▲New Holding5,2910.1%EnergyVGTVanguard Information Technology ETF$220,8720.0%3330.1%ETFLDURPIMCO Low Duration Exchange-Traded Fund$217,500$9,581 ▼-4.2%2,2700.1%ETFNENoble$213,329$213,329 ▲New Holding8,0350.1%EnergyLLYEli Lilly and Company$207,355$5,457 ▲2.7%2660.1%MedicalVIGIVanguard International Dividend Appreciation ETF$195,380$5,407 ▼-2.7%2,1680.1%ETFHTGCHercules Capital$178,3950.0%9,7590.1%FinanceOSTKOverstock.com$176,2110.0%25,6120.1%Retail/WholesaleAPAAPA$159,559$13,918 ▲9.6%8,7240.1%EnergyCOSTCostco Wholesale$153,820$12,901 ▲9.2%1550.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$140,2520.0%2270.0%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$138,3090.0%4,7090.0%ETFPFEPfizer$135,744$1,963 ▲1.5%5,6000.0%MedicalACWIiShares MSCI ACWI ETF$124,0990.0%9650.0%ManufacturingMPLXMplx$118,473$118,473 ▲New Holding2,3000.0%EnergyNKENIKE$111,3330.0%1,5670.0%Consumer DiscretionaryMUMicron Technology$105,379$96,875 ▲1,139.1%8550.0%Computer and TechnologyMRKMerck & Co., Inc.$104,357$4,276 ▲4.3%1,3180.0%MedicalARCCAres Capital$94,4720.0%4,3020.0%FinanceAMDAdvanced Micro Devices$93,086$28,380 ▲43.9%6560.0%Computer and TechnologyMSOSAdvisorShares Pure US Cannabis ETF$88,2830.0%36,6320.0%ETFVWOVanguard FTSE Emerging Markets ETF$88,0390.0%1,7800.0%ETFHDHome Depot$82,9270.0%2260.0%Retail/WholesaleWMTWalmart$80,572$14,276 ▲21.5%8240.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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