Cedar Wealth Management, LLC Portfolio Holdings

Cedar Wealth Management, LLC

  • $290 Million
  • Q2 2025

Cedar Wealth Management, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $290 Million distributed in 230 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 $61.1M, Schwab Strategic Tr Us Dividen with a value of $34.1M, Invesco ETF Tf Ii S&P Intl Dev with a value of $25.8M, Invesco Exchange Traded Fd Tr with a value of $24.9M, and Vanguard World Fd Esg U.S. Sto with a value of $22.2M.

Examining the 13F form we can see an increase of $12.8M in the current position value, from $277M to 290M.

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 $290 Million
ETFs: $237 Million
Consumer Defensive: $24.1 Million
Technology: $8.8 Million
Consumer Cyclical: $6.26 Million
Communication Services: $4.85 Million
Financial Services: $3.15 Million
Energy: $2.15 Million
Basic Materials: $1.77 Million
Other: $1.54 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 230
  • Current Value $290 Million
  • Prior Value $277 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 44 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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