Cedar Wealth Management, LLC Portfolio Holdings

Cedar Wealth Management, LLC

  • $319 Million
  • Q3 2025

Cedar Wealth Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $319 Million distributed in 244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $66M, Schwab Strategic Tr Us Dividen with a value of $39.5M, Invesco Exchange Traded Fd Tr with a value of $31.2M, Invesco ETF Tf Ii S&P Intl Dev with a value of $27.4M, and Vanguard World Fd Esg U.S. Sto with a value of $24M.

Examining the 13F form we can see an increase of $29.7M in the current position value, from $290M to 319M.

Cedar Wealth Management, LLC is based out at Walnut Creek, CA

Below you can find more details about Cedar Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $319 Million
ETFs: $264 Million
Consumer Defensive: $22.1 Million
Technology: $11 Million
Consumer Cyclical: $6.43 Million
Communication Services: $5.88 Million
Financial Services: $3.28 Million
Basic Materials: $2.81 Million
Energy: $2.29 Million
Other: $1.49 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$66 Million 20.65% of portfolio
201,071
Q1 2025 Reduced 0.5%
$0
$39.5 Million 12.35% of portfolio
1,445,656
Q3 2025 Added 12.47%
$0
$31.2 Million 9.75% of portfolio
541,680
Q3 2025 Added 13.52%
$0
$27.4 Million 8.57% of portfolio
813,645
Q3 2025 Added 3.97%
$0
$24 Million 7.51% of portfolio
202,551
Q1 2025 Reduced 1.77%
$0
$15.5 Million 4.86% of portfolio
136,678
Q3 2025 Reduced 4.02%
$237B
$12.1 Million 3.8% of portfolio
74,851
Q3 2025 Reduced 4.67%
$0
$11.7 Million 3.65% of portfolio
302,298
Q1 2023 New
$0
$8.03 Million 2.51% of portfolio
13,105
Q3 2025 Added 58.5%
$0
$7.13 Million 2.23% of portfolio
97,336
Q3 2025 Added 3.0%
$0
$6.72 Million 2.1% of portfolio
17,725
Q3 2025 Reduced 1.66%
$104B
$5.9 Million 1.85% of portfolio
89,333
Q3 2025 Reduced 5.89%
$0
$5.31 Million 1.66% of portfolio
66,595
Q2 2025 Added 0.0%
$1.65T
$3.88 Million 1.21% of portfolio
15,959
Q3 2025 Reduced 1.38%
$2.39T
$3.38 Million 1.06% of portfolio
15,374
Q3 2025 Added 0.31%
$76.2B
$3.07 Million 0.96% of portfolio
49,155
Q3 2025 Reduced 0.28%
$4.3T
$2.57 Million 0.81% of portfolio
10,107
Q3 2025 Added 30.24%
$3.78T
$2.2 Million 0.69% of portfolio
4,246
Q3 2025 Reduced 0.31%
$0
$2.1 Million 0.66% of portfolio
26,231
Q2 2024 Reduced 42.0%
$2.87B
$1.55 Million 0.49% of portfolio
176,503
Q3 2025 Reduced 33.0%
$67.6B
$1.54 Million 0.48% of portfolio
31,918
Q3 2025 Reduced 1.84%
$0
$1.55 Million 0.48% of portfolio
2,576
Q3 2025 Reduced 1.53%
$0
$1.27 Million 0.4% of portfolio
4,784
Q2 2023 Added 0.23%
$1.37T
$1.22 Million 0.38% of portfolio
1,663
Q3 2025 Added 5.25%
$0
$1.1 Million 0.34% of portfolio
31,134
Q3 2024 Reduced 0.49%
$0
$1.1 Million 0.34% of portfolio
26,712
Q3 2025 Reduced 13.06%
$0
$1.04 Million 0.33% of portfolio
20,666
Q1 2024 Reduced 10.0%
$0
$979,000 0.31% of portfolio
4,047
Q3 2025 Reduced 3.14%
$0
$982,000 0.31% of portfolio
24,812
Q1 2023 New
$65.3B
$972,000 0.3% of portfolio
13,365
Q2 2025 Added 0.59%
$0
$880,000 0.28% of portfolio
4,639
Q3 2025 Added 0.32%
$0
$874,000 0.27% of portfolio
16,379
Q4 2024 Reduced 4.17%
$0
$791,000 0.25% of portfolio
9,967
Q1 2024 Added 0.22%
$0
$765,000 0.24% of portfolio
9,576
Q1 2024 Added 0.1%
$405B
$692,000 0.22% of portfolio
715
Q1 2025 Reduced 0.56%
$6.02B
$716,000 0.22% of portfolio
2,377
Q3 2025 New
$0
$676,000 0.21% of portfolio
4,798
Q4 2024 Reduced 38.19%
$1.17B
$654,000 0.2% of portfolio
25,612
Q4 2024 Reduced 14.11%
$139B
$593,000 0.19% of portfolio
1,800
Q3 2025 Reduced 36.17%
$662B
$609,000 0.19% of portfolio
1,212
Q2 2025 Added 2.45%
$3B
$592,000 0.19% of portfolio
190,028
Q2 2025 Added 52.58%
$5.55B
$572,000 0.18% of portfolio
16,006
Q1 2025 Reduced 44.0%
$52.1B
$573,000 0.18% of portfolio
47,978
Q4 2024 Reduced 0.7%
$39.8B
$499,000 0.16% of portfolio
10,574
Q3 2025 Reduced 0.02%
$3.54B
$523,000 0.16% of portfolio
2,575
Q3 2025 Added 6.32%
$0
$514,000 0.16% of portfolio
19,067
Q1 2024 Reduced 20.0%
$69.1B
$487,000 0.15% of portfolio
5,786
Q3 2025 Added 13.5%
$0
$493,000 0.15% of portfolio
9,805
Q3 2025 New
$0
$451,000 0.14% of portfolio
7,676
Q3 2025 Added 0.62%

Summary

  • Portfolio
  • No. of Stocks 244
  • Current Value $319 Million
  • Prior Value $290 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 24 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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