Cedar Wealth Management, LLC Reduced Holdings in Q3 2025

Cedar Wealth Management, LLC

  • $319 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
-3.67K
- 4.67%
$157.77 - $183.27 $578K - $672K
74.9K $12.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-138
- 0.28%
$60.9 - $70.75 $8.4K - $9.76K
49.2K $3.07M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-5.5K
- 50.0%
$40.15 - $43.86 $221K - $241K
5.51K $241K
AVGO
Broadcom Inc.

Technology
-1.02K
- 36.17%
$264.74 - $369.57 $270K - $377K
1.8K $593K
HYGV
Flexshares Tr High Yield Value

ETFs
-4.01K
- 13.06%
$40.55 - $41.28 $163K - $166K
26.7K $1.1M
APA
Apa Corp

Energy
-7.96K
- 91.28%
$18.06 - $24.69 $144K - $197K
761 $18K
ADBE
Adobe Inc.

Technology
-66
- 9.12%
$333.65 - $392.1 $22K - $25.9K
658 $232K
PLD
Prologis, Inc.

Real Estate
-458
- 88.59%
$104.08 - $115.35 $47.7K - $52.8K
59 $6K
A
Agilent Technologies, Inc.

Healthcare
-220
- 49.44%
$112.04 - $128.75 $24.6K - $28.3K
225 $28K
EGO
Eldorado Gold Corp

Basic Materials
-4.5K
- 35.71%
$19.75 - $28.89 $88.9K - $130K
8.1K $234K
NVS
Novartis Ag

Healthcare
-167
- 76.96%
$113.5 - $129.73 $19K - $21.7K
50 $6K
NKE
Nike, Inc.

Consumer Cyclical
-188
- 12.0%
$69.24 - $79.24 $13K - $14.9K
1.38K $96K
MCHP
Microchip Technology Inc

Technology
-110
- 17.52%
$60.95 - $75.26 $6.7K - $8.28K
518 $33K
ROP
Roper Technologies Inc

Industrials
-14
- 27.45%
$495.03 - $573.0 $6.93K - $8.02K
37 $18K
PFE
Pfizer Inc

Healthcare
-681
- 12.16%
$23.29 - $25.88 $15.9K - $17.6K
4.92K $125K
INTC
Intel Corp

Technology
-531
- 67.73%
$19.31 - $35.5 $10.3K - $18.9K
253 $8K
HTGC
Hercules Capital, Inc.

Financial Services
-800
- 8.2%
$18.34 - $19.53 $14.7K - $15.6K
8.96K $169K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-102
- 4.49%
$95.22 - $96.21 $9.71K - $9.81K
2.17K $208K
LLY
Eli Lilly & CO

Healthcare
-3
- 1.13%
$625.65 - $812.69 $1.88K - $2.44K
263 $200K
MRNA
Moderna, Inc.

Healthcare
-190
- 65.52%
$23.51 - $34.67 $4.47K - $6.59K
100 $2K
MRK
Merck & Co., Inc.

Healthcare
-144
- 10.93%
$77.6 - $87.37 $11.2K - $12.6K
1.17K $98K
ACN
Accenture PLC

Technology
-12
- 66.67%
$232.56 - $304.78 $2.79K - $3.66K
6 $1K
AMP
Ameriprise Financial Inc

Financial Services
-7
- 35.0%
$486.13 - $544.55 $3.4K - $3.81K
13 $6K
JNJ
Johnson & Johnson

Healthcare
-23
- 31.94%
$155.17 - $185.42 $3.57K - $4.26K
49 $9K
PSLV
Sprott Physical Silver Trust

Financial Services
-83
- 45.36%
$12.24 - $15.73 $1.02K - $1.31K
100 $1K
TXN
Texas Instruments Inc

Technology
-6
- 33.33%
N/A
12 $2K
GPN
Global Payments Inc

Industrials
-14
- 46.67%
$77.61 - $90.01 $1.09K - $1.26K
16 $1K
CE
Celanese Corp

Basic Materials
-7
- 50.0%
$39.94 - $62.39 $280 - $437
7 $0
CVS
Cvs Health Corp

Healthcare
-6
- 5.61%
$58.75 - $76.5 $353 - $459
101 $7K
TTD
Trade Desk, Inc.

Technology
-6
- 50.0%
$43.93 - $89.76 $264 - $539
6 $0
UNH
Unitedhealth Group Inc

Healthcare
-2
- 10.53%
$237.77 - $353.61 $476 - $707
17 $5K
TSLA
Tesla, Inc.

Consumer Cyclical
-8
- 28.57%
$293.94 - $444.72 $2.35K - $3.56K
20 $8K
DVY
Ishares Tr

ETFs
-104
- 5.35%
$133.88 - $142.57 $13.9K - $14.8K
1.84K $261K
ITB
Ishares Tr

ETFs
-23
- 4.6%
$94.18 - $117.14 $2.17K - $2.69K
477 $51K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-100
- 15.9%
$50.79 - $76.4 $5.08K - $7.64K
529 $40K
OXY
Occidental Petroleum Corp

Energy
-2
- 0.02%
$42.54 - $48.1 $85.1 - $96.2
10.6K $499K
USB
Us Bancorp \De\

Financial Services
-599
- 1.84%
$43.94 - $50.41 $26.3K - $30.2K
31.9K $1.54M
IWM
Ishares Russell 2000 ETF

ETFs
-131
- 3.14%
$214.92 - $244.84 $28.2K - $32.1K
4.05K $979K
MSFT
Microsoft Corp

Technology
-13
- 0.31%
$491.09 - $535.64 $6.38K - $6.96K
4.25K $2.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-40
- 1.53%
$546.99 - $602.2 $21.9K - $24.1K
2.58K $1.55M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-5.73K
- 4.02%
$107.27 - $113.94 $614K - $653K
137K $15.5M
MO
Altria Group, Inc.

Consumer Defensive
-5.59K
- 5.89%
$57.75 - $67.68 $323K - $378K
89.3K $5.9M
NVDA
Nvidia Corp

Technology
-300
- 2.07%
$153.3 - $186.58 $46K - $56K
14.2K $2.64M
IWV
Ishares Russell 3000 ETF

ETFs
-300
- 1.66%
$351.04 - $379.81 $105K - $114K
17.7K $6.72M
NG
Novagold Resources Inc

Basic Materials
-86.9K
- 33.0%
$4.15 - $8.8 $361K - $765K
177K $1.55M
GOOGL
Alphabet Inc.

Communication Services
-224
- 1.38%
$174.36 - $254.72 $39.1K - $57.1K
16K $3.88M
Activity Summary
Buys All Purchases 61 New Holdings 24 Increased Positions 37 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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