Cedar Wealth Management, LLC Top Holdings and 13F Report (2025)

About Cedar Wealth Management, LLC

Investment Activity

Cedar Wealth Management, LLC has $281.11 million in total holdings as of March 31, 2025.
Cedar Wealth Management, LLC owns shares of 195 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
Approximately 4.93% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Cedar Wealth Management, LLC has purchased 192 new stocks and bought additional shares in 19 stocks.
Cedar Wealth Management, LLC sold shares of 22 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $55,262,294
Schwab US Dividend Equity ETF: $35,412,198
Invesco S&P International Developed Quality ETF: $23,413,676
Invesco S&P 500 Top 50 ETF: $21,459,346
Philip Morris International: $21,107,757

Largest New Holdings this Quarter

81752T528 - Panagram BBB-B CLO ETF: $2,360,957 Holding
651639106 - Newmont: $1,481,568 Holding
46090A721 - Invesco AAA CLO Floating Rate Note ETF: $1,202,185 Holding
46137V357 - Invesco S&P 500 Equal Weight ETF: $703,660 Holding
74347X831 - ProShares UltraPro QQQ: $549,392 Holding

Largest Purchases this Quarter

Panagram BBB-B CLO ETF: 88,858 shares (about $2.36M)
Invesco S&P 500 Top 50 ETF: 45,878 shares (about $2.11M)
Newmont: 30,687 shares (about $1.48M)
Invesco AAA CLO Floating Rate Note ETF: 47,163 shares (about $1.20M)
Vanguard S&P 500 ETF: 1,966 shares (about $1.01M)

Largest Sales this Quarter

Philip Morris International: 7,287 shares (about $1.16M)
Altria Group: 18,182 shares (about $1.09M)
Alibaba Group: 4,991 shares (about $659.96K)
Global-E Online: 12,576 shares (about $448.33K)
Vanguard ESG US Stock ETF: 3,654 shares (about $357.91K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$55,262,294	$277,588 ▼	-0.5%	201,071	19.7%	ETF
SCHD Schwab US Dividend Equity ETF	$35,412,198	$268,696 ▲	0.8%	1,266,531	12.6%	ETF
IDHQ Invesco S&P International Developed Quality ETF	$23,413,676	$141,616 ▼	-0.6%	782,020	8.3%	ETF
XLG Invesco S&P 500 Top 50 ETF	$21,459,346	$2,111,305 ▲	10.9%	466,305	7.6%	ETF
PM Philip Morris International	$21,107,757	$1,156,666 ▼	-5.2%	132,979	7.5%	Consumer Staples
ESGV Vanguard ESG US Stock ETF	$19,839,885	$357,910 ▼	-1.8%	202,551	7.1%	ETF
SPGP Invesco S&P 500 GARP ETF	$14,385,536	$62,825 ▼	-0.4%	144,028	5.1%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$9,972,811		0.0%	302,298	3.5%	ETF
SPHQ Invesco S&P 500 Quality ETF	$6,306,520	$265 ▲	0.0%	95,064	2.2%	ETF
MO Altria Group	$5,968,509	$1,091,284 ▼	-15.5%	99,442	2.1%	Consumer Staples
IWV iShares Russell 3000 ETF	$4,902,456	$134,997 ▲	2.8%	15,434	1.7%	ETF
VGK Vanguard FTSE Europe ETF	$4,675,561		0.0%	66,594	1.7%	ETF
VOO Vanguard S&P 500 ETF	$4,116,288	$1,010,315 ▲	32.5%	8,010	1.5%	ETF
MDLZ Mondelez International	$3,344,530		0.0%	49,293	1.2%	Consumer Staples
AMZN Amazon.com	$2,906,983	$30,822 ▲	1.1%	15,279	1.0%	Retail/Wholesale
CLOZ Panagram BBB-B CLO ETF	$2,360,957	$2,360,957 ▲	New Holding	88,858	0.8%	ETF
GOOGL Alphabet	$1,855,061	$49,330 ▲	2.7%	11,996	0.7%	Computer and Technology
EWJ iShares MSCI Japan ETF	$1,798,373		0.0%	26,231	0.6%	ETF
MSFT Microsoft	$1,613,206	$42,799 ▲	2.7%	4,297	0.6%	Computer and Technology
AAPL Apple	$1,583,840	$85,523 ▲	5.7%	7,130	0.6%	Computer and Technology
NVDA NVIDIA	$1,526,099	$328,500 ▲	27.4%	14,081	0.5%	Computer and Technology
NEM Newmont	$1,481,568	$1,481,568 ▲	New Holding	30,687	0.5%	Basic Materials
USB U.S. Bancorp	$1,369,617		0.0%	32,440	0.5%	Finance
OEF iShares S&P 100 ETF	$1,295,543		0.0%	4,784	0.5%	ETF
BARRICK GOLD CORP	$1,258,526	$34,992 ▲	2.9%	64,739	0.4%	COM
HYGV FlexShares High Yield Value-Scored Bond Index Fund	$1,240,181	$238,846 ▼	-16.1%	30,713	0.4%	ETF
QQQ Invesco QQQ	$1,203,402	$55,340 ▲	4.8%	2,566	0.4%	Finance
ICLO Invesco AAA CLO Floating Rate Note ETF	$1,202,185	$1,202,185 ▲	New Holding	47,163	0.4%	ETF
EUDG WisdomTree Europe Quality Dividend Growth Fund	$1,014,075		0.0%	31,134	0.4%	Finance
META Meta Platforms	$904,309	$13,833 ▼	-1.5%	1,569	0.3%	Computer and Technology
HEFA iShares Currency Hedged MSCI EAFE ETF	$900,427		0.0%	24,812	0.3%	ETF
EWC iShares MSCI Canada ETF	$842,160		0.0%	20,666	0.3%	ETF
IAU iShares Gold Trust	$783,402	$776,268 ▲	10,881.0%	13,287	0.3%	Finance
EEM iShares MSCI Emerging Markets ETF	$715,762		0.0%	16,379	0.3%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$703,660	$703,660 ▲	New Holding	4,062	0.3%	ETF
QDF FlexShares Quality Dividend Index Fund	$681,331		0.0%	9,967	0.2%	ETF
QDEF FlexShares Quality Dividend Defensive Index Fund	$669,282		0.0%	9,576	0.2%	ETF
GUNR FlexShares Global Upstream Natural Resources Index Fund	$640,888	$213,616 ▼	-25.0%	16,513	0.2%	ETF
BRK.B Berkshire Hathaway	$630,042		0.0%	1,183	0.2%	Finance
VYM Vanguard High Dividend Yield ETF	$618,757		0.0%	4,798	0.2%	ETF
BABA Alibaba Group	$616,721	$659,960 ▼	-51.7%	4,664	0.2%	Retail/Wholesale
PRGO Perrigo	$615,927		0.0%	21,966	0.2%	Medical
ADBE Adobe	$604,060	$330,603 ▲	120.9%	1,575	0.2%	Computer and Technology
NG NovaGold Resources	$577,769	$79,071 ▲	15.9%	197,866	0.2%	Basic Materials
GLBE Global-E Online	$570,614	$448,334 ▼	-44.0%	16,006	0.2%	Retail/Wholesale
TQQQ ProShares UltraPro QQQ	$549,392	$549,392 ▲	New Holding	9,588	0.2%	ETF
OXY Occidental Petroleum	$522,031		0.0%	10,576	0.2%	Energy
F Ford Motor	$481,219		0.0%	47,978	0.2%	Auto/Tires/Trucks
ASML ASML	$473,780	$2,651 ▼	-0.6%	715	0.2%	Computer and Technology
AVGO Broadcom	$472,153	$442,016 ▲	1,466.7%	2,820	0.2%	Computer and Technology
EWA iShares MSCI Australia ETF	$446,928		0.0%	19,067	0.2%	Finance
VGSH Vanguard Short-Term Treasury Index ETF	$444,924	$82,459 ▼	-15.6%	7,581	0.2%	ETF
GLD SPDR Gold Shares	$414,057		0.0%	1,437	0.1%	Finance
RIG Transocean	$394,798	$64,712 ▲	19.6%	124,542	0.1%	Energy
XLV Health Care Select Sector SPDR Fund	$386,488		0.0%	2,647	0.1%	ETF
AMPL Amplitude	$381,259		0.0%	37,415	0.1%	Business Services
WDS Woodside Energy Group	$375,624	$375,624 ▲	New Holding	25,923	0.1%	Energy
V Visa	$371,838	$244,271 ▼	-39.6%	1,061	0.1%	Business Services
ARDC Ares Dynamic Credit Allocation Fund	$354,793	$354,793 ▲	New Holding	25,127	0.1%	Financial Services
T AT&T	$336,391	$259,667 ▼	-43.6%	11,895	0.1%	Computer and Technology
TWLO Twilio	$325,747		0.0%	3,327	0.1%	Computer and Technology
CVX Chevron	$325,379		0.0%	1,945	0.1%	Energy
EGO Eldorado Gold	$302,760		0.0%	18,000	0.1%	Basic Materials
IWF iShares Russell 1000 Growth ETF	$300,576		0.0%	832	0.1%	ETF
NLY Annaly Capital Management	$298,862		0.0%	14,715	0.1%	Finance
RH RH	$286,449	$58,602 ▲	25.7%	1,222	0.1%	Consumer Staples
GO Grocery Outlet	$284,773		0.0%	20,370	0.1%	Consumer Staples
CPRI Capri	$278,035		0.0%	14,092	0.1%	Retail/Wholesale
SDRL Seadrill	$267,075	$267,075 ▲	New Holding	10,683	0.1%	Energy
TLT iShares 20+ Year Treasury Bond ETF	$266,354	$266,354 ▲	New Holding	2,926	0.1%	ETF
DVY iShares Select Dividend ETF	$261,060		0.0%	1,944	0.1%	ETF
SBUX Starbucks	$250,718		0.0%	2,556	0.1%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$245,772		0.0%	1,232	0.1%	Finance
DGRO iShares Core Dividend Growth ETF	$243,038		0.0%	3,934	0.1%	ETF
JNJ Johnson & Johnson	$229,191	$23,383 ▼	-9.3%	1,382	0.1%	Medical
YNDX Yandex	$227,671	$227,671 ▲	New Holding	10,785	0.1%	Computer and Technology
LDUR PIMCO Low Duration Exchange-Traded Fund	$227,431	$63,527 ▼	-21.8%	2,370	0.1%	ETF
LLY Eli Lilly and Company	$213,911		0.0%	259	0.1%	Medical
PLD Prologis	$208,712		0.0%	1,867	0.1%	Finance
XT iShares Exponential Technologies ETF	$198,295		0.0%	3,445	0.1%	Manufacturing
NOW ServiceNow	$198,239		0.0%	249	0.1%	Computer and Technology
STKL SunOpta	$187,615		0.0%	38,604	0.1%	Consumer Staples
HTGC Hercules Capital	$187,470		0.0%	9,759	0.1%	Finance
VIGI Vanguard International Dividend Appreciation ETF	$184,790		0.0%	2,228	0.1%	ETF
VGT Vanguard Information Technology ETF	$180,613		0.0%	333	0.1%	ETF
APA APA	$167,382		0.0%	7,963	0.1%	Energy
OSTK Overstock.com	$148,550		0.0%	25,612	0.1%	Retail/Wholesale
PFE Pfizer	$139,851	$5,549 ▼	-3.8%	5,519	0.0%	Medical
COST Costco Wholesale	$134,565		0.0%	142	0.0%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$126,982	$48,108 ▲	61.0%	227	0.0%	Finance
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$123,381		0.0%	4,709	0.0%	ETF
MRK Merck & Co., Inc.	$113,429		0.0%	1,264	0.0%	Medical
ACWI iShares MSCI ACWI ETF	$112,316		0.0%	965	0.0%	Manufacturing
KVUE Kenvue	$102,443	$17,985 ▼	-14.9%	4,272	0.0%	Consumer Staples
NKE NIKE	$99,485		0.0%	1,567	0.0%	Consumer Discretionary
MSOS AdvisorShares Pure US Cannabis ETF	$95,610		0.0%	36,632	0.0%	ETF
ARCC Ares Capital	$95,332		0.0%	4,302	0.0%	Finance
PINS Pinterest	$92,349	$92,349 ▲	New Holding	2,979	0.0%	Computer and Technology
HD Home Depot	$82,893		0.0%	226	0.0%	Retail/Wholesale
ALB Albemarle	$80,950		0.0%	1,124	0.0%	Basic Materials

Showing largest 100 holdings. View all holdings.

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Cedar Wealth Management, LLC Top Holdings and 13F Report (2025)

About Cedar Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Cedar Wealth Management, LLC Top Holdings and 13F Report (2025)

About Cedar Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCedar Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools