Cedar Wealth Management, LLC Portfolio Holdings

Cedar Wealth Management, LLC

  • $277 Million
  • Q1 2025

Cedar Wealth Management, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $277 Million distributed in 195 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 $55.3M, Schwab Strategic Tr Us Dividen with a value of $35.4M, Invesco ETF Tf Ii S&P Intl Dev with a value of $23.4M, Invesco Exchange Traded Fd Tr with a value of $21.5M, and Philip Morris International Inc. with a value of $21.1M.

Examining the 13F form we can see an increase of $506K in the current position value, from $276M to 277M.

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 $277 Million
ETFs: $218 Million
Consumer Defensive: $31.1 Million
Technology: $7.1 Million
Consumer Cyclical: $6.25 Million
Basic Materials: $3.78 Million
Communication Services: $3.61 Million
Financial Services: $3.12 Million
Energy: $1.81 Million
Other: $2.06 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$354,000 0.13% of portfolio
25,127
Q1 2025 New
$0
$95,000 0.03% of portfolio
4,302
Q3 2022 Reduced 53.32%
$0
$27,000 0.01% of portfolio
3,940
Q2 2023 Reduced 26.9%
$0
$20,000 0.01% of portfolio
992
Q3 2022 Reduced 43.05%
$0
$2,000 0.0% of portfolio
183
Q2 2021 Reduced 40.58%

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $277 Million
  • Prior Value $276 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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