Cedar Wealth Management, LLC — Q3 2025 13F Holdings

Name: Cedar Wealth Management, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001665642

Total reported value

$343.6M

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Full holdings list this quarter

Showing top 200 holdings (of 244 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	20.22%	-1.39%	—
2	SCHD	Schwab US Dvd Equity ETF	ETF-Other	12.09%	+0.98%	+12.47%
3	XLG	Invesco S&p 500 Top 50 ETF	ETF-Large Cap & Growth	9.55%	-0.82%	+13.52%
4	IDHQ	Invesco S&p International De	ETF-Other	8.39%	-0.17%	+3.97%
5	ESGV	Vanguard Esg US Stock ETF	ETF-Other	7.35%	-0.71%	—
6	SPGP	Invesco S&p 500 Garp ETF	ETF-Large Cap & Growth	4.76%	-0.47%	-4.02%
7	PM	Philip Morris International	Stock-Consumer Staples	3.72%	+0.01%	-4.67%
8	DFAC	Dimensional US Core Equity 2	ETF-Other	3.57%	-0.16%	—
9	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	2.46%	—	+58.50%
10	SPHQ	Invesco S&p 500 Quality ETF	ETF-Large Cap & Growth	2.19%	—	+3.00%
11	IWV	Ishares Russell 3000 ETF	ETF-Other	2.06%	+0.15%	-1.66%
12	MO	Altria Group INC	Stock-Consumer Staples	1.81%	+0.11%	-5.89%
13	VGK	Vanguard Ftse Europe ETF	ETF-Other	1.63%	—	—
14	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.19%	-0.16%	-1.38%
15	AMZN	Amazon.com INC	Stock-Consumer Disc	1.03%	-0.07%	+0.31%
16	MDLZ	Mondelez International Inc-a	Stock-Consumer Staples	0.94%	+0.03%	-0.28%
17	CLOZ	Eldridge Bbb-b Clo ETF	ETF-Other	0.83%	+0.09%	+6.22%
18	NVDA	Nvidia CORP	Stock-Tech	0.81%	+0.09%	-2.07%
19	AAPL	Apple INC	Stock-Tech	0.79%	—	+30.24%
20	MSFT	Microsoft CORP	Stock-Tech	0.67%	-0.16%	-0.31%
21	EWJ	Ishares Msci Japan ETF	ETF-Other	0.64%	—	—
22	ICLO	Invesco Aaa Clo F/r Note ETF	ETF-Other	0.60%	+0.13%	+10.94%
23	OEF	Ishares S&p 100 ETF	ETF-Other	0.49%	—	—
24	NG	Novagold Resources INC	Stock-Other	0.48%	—	-33.00%
25	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.47%	—	-1.53%
26	USB	US Bancorp	Stock-Financials	0.47%	-0.12%	-1.84%
27	META	Meta Platforms Inc-class A	Stock-Comm Services	0.37%	+0.12%	+5.25%
28	HYGV	Flexshares High Yield Value	ETF-High Yield	0.34%	-0.32%	EXIT
29	EUDG	Wisdomtree Europe Quality Di	ETF-Other	0.34%	-0.35%	EXIT
30	EWC	Ishares Msci Canada ETF	ETF-Other	0.32%	—	—
31	HEFA	Isha Curr Hedged Msci Eafe	ETF-Other	0.30%	—	—
32	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.30%	-0.07%	-3.14%
33	IAU	Ishares Gold Trust	ETF-Commodities	0.30%	—	—
34	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.27%	—	+0.32%
35	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.27%	—	—
36	QDF	Flexshares Quality Dividend	ETF-Other	0.24%	—	—
37	QDEF	Flexshares Quality Dividend	ETF-Other	0.23%	—	—
38	SITM	Sitime CORP	Stock-Tech	0.22%	-0.22%	—
39	ASML	ASML Holding N.V.	Stock-Tech	0.21%	+0.04%	—
40	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.21%	—	—
41	GARP	Ishares Msci USA Quality Gar	ETF-Other	0.20%	+0.09%	—
42	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.19%	—	—
43	AVGO	Broadcom INC	Stock-Tech	0.18%	—	-36.17%
44	RIG	Transocean Ltd.	Stock-Energy	0.18%	+0.10%	—
45	F	Ford Motor Co	Stock-Consumer Disc	0.18%	—	—
46	GLBE	Global-E Online Ltd.	Stock-Other	0.18%	-0.19%	EXIT
47	RH	Rh	Stock-Consumer Disc	0.16%	+0.06%	+6.32%
48	EWA	Ishares Msci Australia ETF	ETF-Other	0.16%	—	—
49	OXY	Occidental Petroleum CORP	Stock-Energy	0.15%	—	-0.02%
50	NEM	Newmont CORP	Stock-Materials	0.15%	—	+13.50%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Cedar Wealth Management, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	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	OEF	Ishares S&p 100 ETF	0%	—	Unchanged
19	DFAC	Dimensional US Core Equity 2	0%	—	Unchanged
20	EWC	Ishares Msci Canada ETF	0%	—	Unchanged
21	AMZN	Amazon.com INC	—	+0.31%	Add
22	EWJ	Ishares Msci Japan ETF	—	—	Unchanged
23	CLOZ	Eldridge Bbb-b Clo ETF	0%	+6.22%	Add
24	VGK	Vanguard Ftse Europe ETF	0%	—	Add
25	SPHQ	Invesco S&p 500 Quality ETF	-0.1%	+3.00%	Add
26	PLD	Prologis INC	-0.1%	-88.59%	Trim
27	JNJ	Johnson & Johnson	-0.1%	-31.94%	Trim
28	PRGO	Perrigo Company plc	-0.1%	—	Trim
29	ADBE	Adobe INC	-0.1%	-9.12%	Trim
30	GUNR	Flexshares Global Upstream N	-0.2%	-50.00%	Trim
31	BABA	Alibaba Group Holding-sp Adr	-0.2%	—	Trim
32	MDLZ	Mondelez International Inc-a	-0.3%	-0.28%	Trim
33	SPGP	Invesco S&p 500 Garp ETF	-0.4%	-4.02%	Trim
34	NEM	Newmont CORP	-0.4%	+13.50%	Trim
35	SCHD	Schwab US Dvd Equity ETF	-0.5%	+12.47%	Add
36	PM	Philip Morris International	-3.8%	-4.67%	Trim
37	ABX	Barrick Gold CORP	—	EXIT	Sold out
38	SITM	Sitime CORP	—	NEW	New buy
39	GARP	Ishares Msci USA Quality Gar	—	NEW	New buy
40	TQQQ	Proshares Ultrapro Qqq	—	EXIT	Sold out
41	EWZ	Ishares Msci Brazil ETF	—	NEW	New buy
42	B	Barrick Mining CORP	—	NEW	New buy
43	HIMS	Hims & Hers Health INC	—	NEW	New buy
44	FCX	Freeport-mcmoran INC	—	NEW	New buy
45	SGOV	Ishares 0-3 Month Treasury B	—	NEW	New buy
46	GO	Grocery Outlet Holding CORP	—	EXIT	Sold out
47	VRT	Vertiv Holdings Co-a	—	NEW	New buy
48	VAL	Valaris Limited	—	NEW	New buy
49	NBIS	Nebius Group NV	—	EXIT	Sold out
50	NE	Noble Corporation plc	—	NEW	New buy