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CIK: 0001665642
Total reported value
$389.0M
$389.0M
244 檔
48.3%
In Q3 2025, Cedar Wealth Management, LLC's U.S. equity holdings reached a combined market value of $389.0M, distributed across 244 disclosed stock positions.
In Q3 2025, Cedar Wealth Management, LLC displayed an active expansion posture, initiating 62 new positions and adding to 39 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 244 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 20.22% | +0.32% | — | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 12.09% | -1.13% | +12.47% | |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 9.55% | +0.02% | +13.52% | |
| 4 | IDHQ | Invesco S&p International De | ETF-Other | 8.39% | +0.87% | +3.97% | |
| 5 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 7.35% | +0.26% | — | |
| 6 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 4.76% | -0.68% | -4.02% | |
| 7 | PM | Philip Morris International | Stock-Consumer Staples | 3.72% | -0.41% | -4.67% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.57% | +0.03% | — | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.46% | +0.11% | +58.50% | |
| 10 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.19% | +0.13% | +3.00% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.06% | +0.07% | -1.66% | |
| 12 | MO | Altria Group Inc | Stock-Consumer Staples | 1.81% | -0.22% | -5.89% | |
| 13 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.63% | -0.08% | — | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.20% | -1.38% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | +0.03% | +0.31% | |
| 16 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.94% | -0.11% | -0.28% | |
| 17 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 0.83% | -0.05% | +6.22% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | +0.15% | -2.07% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.79% | +0.13% | +30.24% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | +0.07% | -0.31% | |
| 21 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.64% | -0.01% | — | |
| 22 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-Other | 0.60% | -0.08% | +10.94% | |
| 23 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.49% | +0.01% | — | |
| 24 | NG | Novagold Resources Inc | Stock-Other | 0.48% | -0.10% | -33.00% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.05% | -1.53% | |
| 26 | USB | US Bancorp | Stock-Financials | 0.47% | -0.01% | -1.84% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | — | +5.25% | |
| 28 | HYGV | Flexshares High Yield Value | ETF-High Yield | 0.34% | — | -13.06% | |
| 29 | EUDG | Wisdomtree Europe Quality Di | ETF-Other | 0.34% | — | — | |
| 30 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.32% | -0.02% | — | |
| 31 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.30% | -0.01% | — | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.30% | +0.02% | -3.14% | |
| 33 | IAU | Ishares Gold Trust | ETF-Commodities | 0.30% | -0.08% | — | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.27% | -0.01% | +0.32% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.27% | +0.02% | — | |
| 36 | QDF | Flexshares Quality Dividend | ETF-Other | 0.24% | — | — | |
| 37 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.23% | -0.01% | — | |
| 38 | SITM | Sitime CORP | Stock-Tech | 0.22% | +0.23% | — | |
| 39 | ASML | ASML Holding N.V. | Stock-Tech | 0.21% | +0.08% | — | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.21% | -0.02% | — | |
| 41 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 0.20% | +0.12% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | -0.01% | — | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | +0.02% | -36.17% | |
| 44 | RIG | Transocean Ltd. | Stock-Energy | 0.18% | -0.08% | — | |
| 45 | F | Ford Motor Co | Stock-Consumer Disc | 0.18% | +0.01% | — | |
| 46 | GLBE | Global-E Online Ltd. | Stock-Other | 0.18% | +0.06% | NEW | |
| 47 | RH | Rh | Stock-Consumer Disc | 0.16% | — | +6.32% | |
| 48 | EWA | Ishares Msci Australia ETF | ETF-Other | 0.16% | -0.01% | — | |
| 49 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.15% | -0.07% | EXIT | |
| 50 | NEM | Newmont CORP | Stock-Materials | 0.15% | -0.17% | +13.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLG | Invesco S&p 500 Top 50 ETF | +1.9% | +13.52% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +1% | +58.50% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | — | Unchanged |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.38% | Add |
| 5 | IWV | Ishares Russell 3000 ETF | +0.3% | -1.66% | Add |
| 6 | ESGV | Vanguard Esg US Stock ETF | +0.3% | — | Unchanged |
| 7 | NVDA | Nvidia CORP | +0.3% | -2.07% | Add |
| 8 | NG | Novagold Resources Inc | +0.3% | -33.00% | Trim |
| 9 | AAPL | Apple Inc | +0.2% | +30.24% | Add |
| 10 | IWM | Ishares Russell 2000 ETF | +0.2% | -3.14% | Add |
| 11 | ICLO | Invesco Aaa Clo F/r Note ETF | +0.2% | +10.94% | Add |
| 12 | MSFT | Microsoft CORP | +0.1% | -0.31% | Trim |
| 13 | IDHQ | Invesco S&p International De | +0.1% | +3.97% | Add |
| 14 | RH | Rh | +0.1% | +6.32% | Add |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +5.25% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.53% | Add |
| 17 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 18 | RIG | Transocean Ltd. | 0% | — | Add |
| 19 | SDRL | Seadrill Limited | 0% | — | Add |
| 20 | MU | Micron Technology Inc | 0% | — | Add |
| 21 | OEF | Ishares S&p 100 ETF | 0% | — | Unchanged |
| 22 | BBBY | Bed Bath & Beyond Inc | 0% | — | Unchanged |
| 23 | DFAC | Dimensional US Core Equity 2 | 0% | — | Unchanged |
| 24 | EWC | Ishares Msci Canada ETF | 0% | — | Unchanged |
| 25 | IAU | Ishares Gold Trust | 0% | — | Add |
| 26 | RSP | Invesco S&p 500 Equal Weight | 0% | +0.32% | Add |
| 27 | EEM | Ishares Msci Emerging Market | 0% | — | Unchanged |
| 28 | AMD | Advanced Micro Devices | 0% | +37.50% | Add |
| 29 | MSOS | Advisorshares Pure US Cann | 0% | — | Unchanged |
| 30 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 31 | AVGO | Broadcom Inc | 0% | -36.17% | Trim |
| 32 | F | Ford Motor Co | 0% | — | Unchanged |
| 33 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 34 | XT | Ishar Fture Exp Tech Etf-usd | 0% | — | Unchanged |
| 35 | CRON | Cronos Group Inc | 0% | — | Unchanged |
| 36 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 0% | +91.43% | Add |
| 38 | WMT | Walmart Inc | 0% | — | Add |
| 39 | DFAX | Dimensional World Ex US Core | 0% | — | Unchanged |
| 40 | XOM | Exxon Mobil CORP | 0% | +1641.67% | Add |
| 41 | ABBV | Abbvie Inc | 0% | +0.28% | Add |
| 42 | BLK | Blackrock Inc | 0% | — | Unchanged |
| 43 | AMZN | Amazon.com Inc | — | +0.31% | Add |
| 44 | EWJ | Ishares Msci Japan ETF | — | — | Unchanged |
| 45 | QDF | Flexshares Quality Dividend | — | — | Unchanged |
| 46 | EWA | Ishares Msci Australia ETF | — | — | Unchanged |
| 47 | STKL | Sunopta Inc | — | — | Unchanged |
| 48 | NOW | Servicenow Inc | — | — | Unchanged |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 50 | AMAT | Applied Materials Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Cedar Wealth Management, LLC reported a total U.S. public equity portfolio value of $389.0M across 244 disclosed positions in Q3 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, XLG) accounted for 48.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
SITM
市值: $716.2K
Top Position Liquidated / Trimmed
ABX
前期市值: $1.3M
During Q3 2025, Cedar Wealth Management, LLC's top holdings by market value included VTI (20.2%)、SCHD (12.1%)、XLG (9.6%). The largest single position, VTI, represented 20.2% of total portfolio value.
In Q3 2025, Cedar Wealth Management, LLC made 152 total portfolio adjustments, initiating 62 new buys, adding to 39 positions, trimming 38 holdings, and fully liquidating 13 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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