Cedar Wealth Management, LLC Top Holdings and 13F Report (2025) About Cedar Wealth Management, LLCInvestment ActivityCedar Wealth Management, LLC has $276.57 million in total holdings as of December 31, 2024.Cedar Wealth Management, LLC owns shares of 193 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 10.53% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Cedar Wealth Management, LLC has purchased 264 new stocks and bought additional shares in 14 stocks.Cedar Wealth Management, LLC sold shares of 70 stocks and completely divested from 80 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $58,565,119Schwab US Dividend Equity ETF $34,339,073Invesco S&P International Developed Quality ETF $22,280,762Vanguard ESG US Stock ETF $21,628,792Invesco S&P 500 Top 50 ETF $21,004,522 Largest New Holdings this Quarter AGF U.S. Market Neutral Anti-Beta Fund $1,689,830 HoldingCambria Tail Risk ETF $612,360 HoldingBLACKROCK INC $43,055 HoldingLAM RESEARCH CORP $33,948 HoldingiShares Gold Trust $5,991 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 793,489 shares (about $21.68M)Invesco S&P 500 Top 50 ETF 55,229 shares (about $2.76M)AGF U.S. Market Neutral Anti-Beta Fund 91,441 shares (about $1.69M)Invesco S&P 500 Quality ETF 15,428 shares (about $1.03M)NVIDIA 5,860 shares (about $786.94K) Largest Sales this Quarter Energy Select Sector SPDR Fund 30,225 shares (about $2.59M)Vanguard Total Stock Market ETF 8,361 shares (about $2.42M)FlexShares High Yield Value-Scored Bond Index Fund 53,510 shares (about $2.18M)iShares Core Dividend Growth ETF 21,835 shares (about $1.34M)Altria Group 13,635 shares (about $712.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCedar Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$58,565,119$2,423,102 ▼-4.0%202,08121.2%ETFSCHDSchwab US Dividend Equity ETF$34,339,073$21,678,114 ▲171.2%1,256,92112.4%ETFIDHQInvesco S&P International Developed Quality ETF$22,280,762$22,458 ▼-0.1%786,7508.1%ETFESGVVanguard ESG US Stock ETF$21,628,792$87,793 ▼-0.4%206,2057.8%ETFXLGInvesco S&P 500 Top 50 ETF$21,004,522$2,759,239 ▲15.1%420,4277.6%ETFPMPhilip Morris International$16,881,013$668,905 ▼-3.8%140,2666.1%Consumer StaplesSPGPInvesco S&P 500 GARP ETF$15,171,646$11,432 ▼-0.1%144,6575.5%ETFDFACDimensional U.S. Core Equity 2 ETF$10,456,4880.0%302,2983.8%ETFSPHQInvesco S&P 500 Quality ETF$6,371,894$1,034,142 ▲19.4%95,0602.3%ETFMOAltria Group$6,150,559$712,974 ▼-10.4%117,6242.2%Consumer StaplesIWViShares Russell 3000 ETF$5,016,758$33,425 ▼-0.7%15,0091.8%ETFVGKVanguard FTSE Europe ETF$4,226,701$5,078 ▼-0.1%66,5941.5%ETFAMZNAmazon.com$3,316,519$431,101 ▼-11.5%15,1171.2%Retail/WholesaleVOOVanguard S&P 500 ETF$3,256,430$171,334 ▲5.6%6,0441.2%ETFMDLZMondelez International$2,944,2710.0%49,2931.1%Consumer StaplesGOOGLAlphabet$2,210,456$41,267 ▲1.9%11,6770.8%Computer and TechnologyMSFTMicrosoft$1,763,309$477,185 ▼-21.3%4,1830.6%Computer and TechnologyEWJiShares MSCI Japan ETF$1,760,0760.0%26,2310.6%ETFBTALAGF U.S. Market Neutral Anti-Beta Fund$1,689,830$1,689,830 ▲New Holding91,4410.6%ETFAAPLApple$1,689,143$264,453 ▼-13.5%6,7450.6%Computer and TechnologyGLBEGlobal-E Online$1,558,576$24,429 ▼-1.5%28,5820.6%Retail/WholesaleUSBU.S. Bancorp$1,551,6050.0%32,4400.6%FinanceHYGVFlexShares High Yield Value-Scored Bond Index Fund$1,490,024$2,176,782 ▼-59.4%36,6280.5%ETFNVDANVIDIA$1,483,905$786,940 ▲112.9%11,0500.5%Computer and TechnologyOEFiShares S&P 100 ETF$1,381,7440.0%4,7840.5%ETFQQQInvesco QQQ$1,251,658$51,130 ▼-3.9%2,4480.5%FinanceGOLDBarrick Gold$975,555$29,621 ▼-2.9%62,9390.4%Basic MaterialsMETAMeta Platforms$932,717$19,322 ▼-2.0%1,5930.3%Computer and TechnologyEUDGWisdomTree Europe Quality Dividend Growth Fund$927,5540.0%31,1340.3%FinanceHEFAiShares Currency Hedged MSCI EAFE ETF$862,2170.0%24,8120.3%ETFEWCiShares MSCI Canada ETF$832,8600.0%20,6660.3%ETFBABAAlibaba Group$818,647$142,617 ▲21.1%9,6550.3%Retail/WholesaleGUNRFlexShares Global Upstream Natural Resources Index Fund$800,5550.0%22,0170.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$766,3580.0%15,8270.3%ManufacturingQDFFlexShares Quality Dividend Index Fund$703,1580.0%9,9670.3%ETFEEMiShares MSCI Emerging Markets ETF$684,970$29,776 ▼-4.2%16,3790.2%FinanceQDEFFlexShares Quality Dividend Defensive Index Fund$672,4740.0%9,5760.2%ETFTAILCambria Tail Risk ETF$612,360$612,360 ▲New Holding54,6750.2%ETFVYMVanguard High Dividend Yield ETF$612,183$378,181 ▼-38.2%4,7980.2%ETFNGNovaGold Resources$568,721$51,482 ▲10.0%170,7870.2%Basic MaterialsPRGOPerrigo$564,746$11,570 ▲2.1%21,9660.2%MedicalVVisa$555,598$6,321 ▼-1.1%1,7580.2%Business ServicesBRK.BBerkshire Hathaway$536,230$79,324 ▼-12.9%1,1830.2%FinanceVGSHVanguard Short-Term Treasury Index ETF$522,821$3,665 ▲0.7%8,9860.2%ETFOXYOccidental Petroleum$522,560$99 ▼0.0%10,5760.2%Oils/EnergyASMLASML$498,3250.0%7190.2%Computer and TechnologyTAT&T$479,923$3,097 ▼-0.6%21,0770.2%Computer and TechnologyFFord Motor$474,982$3,336 ▼-0.7%47,9780.2%Auto/Tires/TrucksCFLTConfluent$457,6210.0%16,3670.2%Computer and TechnologyEWAiShares MSCI Australia ETF$454,9360.0%19,0670.2%FinanceAMPLAmplitude$394,728$4,747 ▼-1.2%37,4150.1%Business ServicesRIGTransocean$390,480$25,935 ▲7.1%104,1280.1%Oils/EnergyRHRH$382,569$3,936 ▼-1.0%9720.1%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$364,148$256,293 ▼-41.3%2,6470.1%ETFTWLOTwilio$359,582$377,091 ▼-51.2%3,3270.1%Computer and TechnologyGLDSPDR Gold Shares$347,941$149,879 ▼-30.1%1,4370.1%FinanceIWFiShares Russell 1000 Growth ETF$334,2800.0%8320.1%ETFGOGrocery Outlet$317,976$11,942 ▲3.9%20,3700.1%Consumer StaplesADBEAdobe$317,0570.0%7130.1%Computer and TechnologySTKLSunOpta$297,251$562 ▼-0.2%38,6040.1%Consumer StaplesCPRICapri$296,778$178,042 ▼-37.5%14,0920.1%Retail/WholesaleLDURPIMCO Low Duration Exchange-Traded Fund$287,9760.0%3,0320.1%ETFCVXChevron$281,714$356,596 ▼-55.9%1,9450.1%Oils/EnergyIWMiShares Russell 2000 ETF$272,223$250,569 ▼-47.9%1,2320.1%FinanceNLYAnnaly Capital Management$269,285$262,605 ▼-49.4%14,7150.1%FinanceEGOEldorado Gold$267,6600.0%18,0000.1%Basic MaterialsNOWServiceNow$263,970$14,842 ▼-5.3%2490.1%Computer and TechnologyDVYiShares Select Dividend ETF$255,2280.0%1,9440.1%ETFDGROiShares Core Dividend Growth ETF$241,307$1,339,334 ▼-84.7%3,9340.1%ETFSBUXStarbucks$233,2350.0%2,5560.1%Retail/WholesaleJNJJohnson & Johnson$220,256$145,198 ▼-39.7%1,5230.1%MedicalVGTVanguard Information Technology ETF$207,059$8,705 ▼-4.0%3330.1%ETFXTiShares Exponential Technologies ETF$205,5300.0%3,4450.1%ManufacturingLLYEli Lilly and Company$199,9480.0%2590.1%MedicalPLDPrologis$197,342$17,123 ▼-8.0%1,8670.1%FinanceHTGCHercules Capital$196,0580.0%9,7590.1%FinanceAPAAPA$183,866$6,558 ▲3.7%7,9630.1%Oils/EnergyVIGIVanguard International Dividend Appreciation ETF$178,218$33,036 ▼-15.6%2,2280.1%ETFPFEPfizer$152,229$2,096 ▲1.4%5,7380.1%MedicalMSOSAdvisorShares Pure US Cannabis ETF$139,568$76,200 ▼-35.3%36,6320.1%ETFCOSTCostco Wholesale$130,3660.0%1420.0%Retail/WholesaleOSTKOverstock.com$126,267$20,745 ▼-14.1%25,6120.0%Retail/WholesaleMRKMerck & Co., Inc.$125,7120.0%1,2640.0%MedicalNKENIKE$118,5890.0%1,5670.0%Consumer DiscretionaryDFAXDimensional World ex U.S. Core Equity 2 ETF$117,0710.0%4,7090.0%ETFACWIiShares MSCI ACWI ETF$113,3880.0%9650.0%ManufacturingKVUEKenvue$107,220$10,675 ▼-9.1%5,0220.0%Consumer StaplesALBAlbemarle$96,754$689 ▼-0.7%1,1240.0%Basic MaterialsARCCAres Capital$94,1710.0%4,3020.0%FinanceHDHome Depot$87,982$100,440 ▼-53.3%2260.0%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$82,637$339,925 ▼-80.4%1410.0%FinanceVWOVanguard FTSE Emerging Markets ETF$78,3910.0%1,7800.0%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$77,7790.0%1,6100.0%ETFCRONCronos Group$76,6290.0%37,9350.0%MedicalRSReliance$67,3150.0%2500.0%Basic MaterialsAAgilent Technologies$65,4240.0%4870.0%MedicalCRMSalesforce$62,520$511,193 ▼-89.1%1870.0%Computer and TechnologyETNEaton$62,060$14,602 ▼-19.0%1870.0%Industrial ProductsWMTWalmart$61,2570.0%6780.0%Retail/WholesaleROKURoku$59,5460.0%8010.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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