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CIK: 0001665642
Total reported value
$389.0M
$389.0M
230 檔
43.2%
According to the latest 13F quarterly dataset, Cedar Wealth Management, LLC managed an equity portfolio of $389.0M at the end of Q2 2025, spanning 230 distinct U.S. exchange-listed positions.
In Q2 2025, Cedar Wealth Management, LLC displayed an active expansion posture, initiating 44 new positions and adding to 44 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, SCHD, IDHQ) accounted for 43.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
EWZ
市值: $418.9K
Top Position Liquidated / Trimmed
ABX
前期市值: $1.3M
Showing top 200 holdings (of 230 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 20.70% | +0.32% | — | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 11.54% | -1.13% | +1.49% | |
| 3 | IDHQ | Invesco S&p International De | ETF-Other | 8.74% | +0.87% | +0.07% | |
| 4 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 8.42% | +0.02% | +2.33% | |
| 5 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 7.52% | +0.26% | — | |
| 6 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 5.19% | -0.68% | -1.13% | |
| 7 | PM | Philip Morris International | Stock-Consumer Staples | 4.84% | -0.41% | -40.96% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.67% | +0.03% | — | |
| 9 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.28% | +0.13% | -0.59% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.14% | +0.07% | +16.79% | |
| 11 | MO | Altria Group Inc | Stock-Consumer Staples | 1.88% | -0.22% | -4.55% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.75% | -0.08% | +0.00% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | +0.11% | +3.22% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | +0.03% | +0.31% | |
| 15 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.13% | -0.11% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.20% | +34.90% | |
| 17 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 0.86% | -0.05% | +6.46% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | +0.15% | +2.78% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | +0.07% | -0.88% | |
| 20 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.67% | -0.01% | — | |
| 21 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-Other | 0.60% | -0.08% | +46.62% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.54% | +0.13% | +8.84% | |
| 23 | USB | US Bancorp | Stock-Financials | 0.50% | -0.01% | +0.24% | |
| 24 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.49% | +0.01% | — | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | +0.05% | +1.95% | |
| 26 | HYGV | Flexshares High Yield Value | ETF-High Yield | 0.43% | — | +0.04% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | — | +0.70% | |
| 28 | EUDG | Wisdomtree Europe Quality Di | ETF-Other | 0.37% | — | — | |
| 29 | NG | Novagold Resources Inc | Stock-Other | 0.36% | -0.10% | +33.14% | |
| 30 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.32% | -0.02% | — | |
| 31 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.32% | -0.01% | — | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.31% | +0.02% | +239.12% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.28% | -0.01% | +13.84% | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.28% | -0.08% | +0.59% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.27% | +0.02% | — | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.26% | +0.02% | — | |
| 37 | QDF | Flexshares Quality Dividend | ETF-Other | 0.25% | — | — | |
| 38 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.24% | -0.01% | — | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.22% | -0.02% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | -0.01% | +2.45% | |
| 41 | ASML | ASML Holding N.V. | Stock-Tech | 0.19% | +0.08% | — | |
| 42 | GLBE | Global-E Online Ltd. | Stock-Other | 0.18% | +0.06% | NEW | |
| 43 | F | Ford Motor Co | Stock-Consumer Disc | 0.18% | +0.01% | — | |
| 44 | EWA | Ishares Msci Australia ETF | ETF-Other | 0.17% | -0.01% | — | |
| 45 | RIG | Transocean Ltd. | Stock-Energy | 0.17% | -0.08% | +52.58% | |
| 46 | AMPL | Amplitude Inc-class A | Stock-Other | 0.16% | — | — | |
| 47 | RH | Rh | Stock-Consumer Disc | 0.16% | — | +98.20% | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.15% | -0.01% | +0.63% | |
| 49 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.15% | -0.07% | EXIT | |
| 50 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.15% | — | -33.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1% | — | Unchanged |
| 2 | XLG | Invesco S&p 500 Top 50 ETF | +0.8% | +2.33% | Add |
| 3 | ESGV | Vanguard Esg US Stock ETF | +0.5% | — | Unchanged |
| 4 | IDHQ | Invesco S&p International De | +0.4% | +0.07% | Add |
| 5 | IWV | Ishares Russell 3000 ETF | +0.4% | +16.79% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +34.90% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | +2.78% | Add |
| 8 | IWM | Ishares Russell 2000 ETF | +0.2% | +239.12% | Add |
| 9 | ICLO | Invesco Aaa Clo F/r Note ETF | +0.2% | +46.62% | Add |
| 10 | MSFT | Microsoft CORP | +0.2% | -0.88% | Trim |
| 11 | NG | Novagold Resources Inc | +0.2% | +33.14% | Add |
| 12 | EWZ | Ishares Msci Brazil ETF | +0.1% | NEW | New buy |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +3.22% | Add |
| 14 | HIMS | Hims & Hers Health Inc | +0.1% | NEW | New buy |
| 15 | DFAC | Dimensional US Core Equity 2 | +0.1% | — | Unchanged |
| 16 | AMZN | Amazon.com Inc | +0.1% | +0.31% | Add |
| 17 | VGK | Vanguard Ftse Europe ETF | +0.1% | +0.00% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | — | Unchanged |
| 19 | B | Barrick Mining CORP | +0.1% | NEW | New buy |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +0.70% | Add |
| 21 | VAL | Valaris Limited | +0.1% | NEW | New buy |
| 22 | SPGP | Invesco S&p 500 Garp ETF | +0.1% | -1.13% | Trim |
| 23 | NE | Noble Corporation plc | +0.1% | NEW | New buy |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.95% | Add |
| 25 | RH | Rh | +0.1% | +98.20% | Add |
| 26 | SPHQ | Invesco S&p 500 Quality ETF | 0% | -0.59% | Trim |
| 27 | SDRL | Seadrill Limited | 0% | +43.97% | Add |
| 28 | MPLX | Mplx LP | 0% | NEW | New buy |
| 29 | MU | Micron Technology Inc | 0% | +1139.13% | Add |
| 30 | EWJ | Ishares Msci Japan ETF | 0% | — | Unchanged |
| 31 | OEF | Ishares S&p 100 ETF | 0% | — | Unchanged |
| 32 | RSP | Invesco S&p 500 Equal Weight | 0% | +13.84% | Add |
| 33 | RIG | Transocean Ltd. | 0% | +52.58% | Add |
| 34 | CLOZ | Eldridge Bbb-b Clo ETF | 0% | +6.46% | Add |
| 35 | EWC | Ishares Msci Canada ETF | 0% | — | Unchanged |
| 36 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 37 | TWLO | Twilio Inc - A | 0% | — | Unchanged |
| 38 | AMPL | Amplitude Inc-class A | 0% | — | Unchanged |
| 39 | EEM | Ishares Msci Emerging Market | 0% | — | Unchanged |
| 40 | FBTC | Fidelity Wise Origin Bitcoin | 0% | NEW | New buy |
| 41 | NOW | Servicenow Inc | 0% | — | Unchanged |
| 42 | IEF | Ishares 7-10 Year Treasury B | 0% | NEW | New buy |
| 43 | IEI | Ishares 3-7 Year Treasury Bo | 0% | NEW | New buy |
| 44 | BSV | Vanguard Short-term Bond ETF | 0% | NEW | New buy |
| 45 | USB | US Bancorp | 0% | +0.24% | Add |
| 46 | EUDG | Wisdomtree Europe Quality Di | 0% | — | Unchanged |
| 47 | EWA | Ishares Msci Australia ETF | 0% | — | Unchanged |
| 48 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 49 | QDF | Flexshares Quality Dividend | 0% | — | Unchanged |
| 50 | AMD | Advanced Micro Devices | 0% | +43.86% | Add |
According to official SEC Form 13F filings, Cedar Wealth Management, LLC reported a total U.S. public equity portfolio value of $389.0M across 230 disclosed positions in Q2 2025.
During Q2 2025, Cedar Wealth Management, LLC's top holdings by market value included VTI (20.7%)、SCHD (11.5%)、IDHQ (8.7%). The largest single position, VTI, represented 20.7% of total portfolio value.
In Q2 2025, Cedar Wealth Management, LLC made 119 total portfolio adjustments, initiating 44 new buys, adding to 44 positions, trimming 23 holdings, and fully liquidating 8 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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