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CIK: 0001665642
Total reported value
$389.0M
$389.0M
195 檔
40.3%
At the close of Q1 2025, Cedar Wealth Management, LLC disclosed equity holdings valued at approximately $389.0M, spread across 195 reported holdings.
In Q1 2025, Cedar Wealth Management, LLC displayed an active expansion posture, initiating 194 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 19.66% | +0.32% | -0.50% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 12.60% | -1.13% | +0.76% | |
| 3 | IDHQ | Invesco S&p International De | ETF-Other | 8.33% | +0.87% | -0.60% | |
| 4 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 7.63% | +0.02% | +10.91% | |
| 5 | PM | Philip Morris International | Stock-Consumer Staples | 7.51% | -0.41% | -5.20% | |
| 6 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 7.06% | +0.26% | -1.77% | |
| 7 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 5.12% | -0.68% | -0.43% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.55% | +0.03% | — | |
| 9 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.24% | +0.13% | +0.00% | |
| 10 | MO | Altria Group Inc | Stock-Consumer Staples | 2.12% | -0.22% | -15.46% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.74% | +0.07% | +2.83% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.66% | -0.08% | — | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.46% | +0.11% | +32.53% | |
| 14 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.19% | -0.11% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | +0.03% | +1.07% | |
| 16 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 0.84% | -0.05% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.20% | +2.73% | |
| 18 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.64% | -0.01% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | +0.07% | +2.73% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.56% | +0.13% | +5.71% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.15% | +27.43% | |
| 22 | NEM | Newmont CORP | Stock-Materials | 0.53% | -0.17% | — | |
| 23 | USB | US Bancorp | Stock-Financials | 0.49% | -0.01% | — | |
| 24 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.46% | +0.01% | — | |
| 25 | ABX | Barrick Gold CORP | Stock-Financials | 0.45% | — | +2.86% | |
| 26 | HYGV | Flexshares High Yield Value | ETF-High Yield | 0.44% | — | -16.15% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | +0.05% | +4.82% | |
| 28 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-Other | 0.43% | -0.08% | — | |
| 29 | EUDG | Wisdomtree Europe Quality Di | ETF-Other | 0.36% | — | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | — | -1.51% | |
| 31 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.32% | -0.01% | — | |
| 32 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.30% | -0.02% | — | |
| 33 | IAU | Ishares Gold Trust | ETF-Commodities | 0.28% | -0.08% | +10880.99% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.25% | +0.02% | — | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.25% | -0.01% | — | |
| 36 | QDF | Flexshares Quality Dividend | ETF-Other | 0.24% | — | — | |
| 37 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.24% | -0.01% | — | |
| 38 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.23% | — | -25.00% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | -0.01% | — | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.22% | -0.02% | — | |
| 41 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.22% | — | -51.69% | |
| 42 | PRGO | Perrigo Company plc | Stock-Healthcare | 0.22% | — | — | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.21% | — | +120.90% | |
| 44 | NG | Novagold Resources Inc | Stock-Other | 0.21% | -0.10% | +15.86% | |
| 45 | GLBE | Global-E Online Ltd. | Stock-Other | 0.20% | +0.06% | NEW | |
| 46 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.20% | — | — | |
| 47 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.19% | -0.07% | EXIT | |
| 48 | F | Ford Motor Co | Stock-Consumer Disc | 0.17% | +0.01% | — | |
| 49 | ASML | ASML Holding N.V. | Stock-Tech | 0.17% | +0.08% | -0.56% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | +0.02% | +1466.67% |
According to official SEC Form 13F filings, Cedar Wealth Management, LLC reported a total U.S. public equity portfolio value of $389.0M across 195 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, SCHD, IDHQ) accounted for 40.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $55.3M
During Q1 2025, Cedar Wealth Management, LLC's top holdings by market value included VTI (19.7%)、SCHD (12.6%)、IDHQ (8.3%). The largest single position, VTI, represented 19.7% of total portfolio value.
In Q1 2025, Cedar Wealth Management, LLC made 194 total portfolio adjustments, initiating 194 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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