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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$55.3 Million 19.95% of portfolio
201,071
Q1 2025 Reduced 0.5%
$0
$35.4 Million 12.79% of portfolio
1,266,531
Q1 2025 Added 0.76%
$0
$23.4 Million 8.45% of portfolio
782,020
Q1 2025 Reduced 0.6%
$0
$21.5 Million 7.75% of portfolio
466,305
Q1 2025 Added 10.91%
$284B
$21.1 Million 7.62% of portfolio
132,979
Q1 2025 Reduced 5.2%
$0
$19.8 Million 7.16% of portfolio
202,551
Q1 2025 Reduced 1.77%
$0
$14.4 Million 5.19% of portfolio
144,028
Q1 2025 Reduced 0.43%
$0
$9.97 Million 3.6% of portfolio
302,298
Q1 2023 New
$0
$6.31 Million 2.28% of portfolio
95,064
Q1 2025 Added 0.0%
$107B
$5.97 Million 2.15% of portfolio
99,442
Q1 2025 Reduced 15.46%
$0
$4.9 Million 1.77% of portfolio
15,434
Q1 2025 Added 2.83%
$0
$4.68 Million 1.69% of portfolio
66,594
Q4 2024 Reduced 0.12%
$0
$4.12 Million 1.49% of portfolio
8,010
Q1 2025 Added 32.53%
$93.6B
$3.34 Million 1.21% of portfolio
49,293
Q4 2023 Added 0.85%
$2.14T
$2.91 Million 1.05% of portfolio
15,279
Q1 2025 Added 1.07%
$995B
$1.86 Million 0.67% of portfolio
11,996
Q1 2025 Added 2.73%
$3.56T
$1.61 Million 0.58% of portfolio
4,297
Q1 2025 Added 2.73%
$3.23T
$1.58 Million 0.57% of portfolio
7,130
Q1 2025 Added 5.71%
$358B
$1.53 Million 0.55% of portfolio
14,081
Q1 2025 Added 27.43%
$46.2B
$1.48 Million 0.53% of portfolio
30,687
Q1 2025 New
$64.3B
$1.37 Million 0.49% of portfolio
32,440
Q2 2024 Added 0.41%
$0
$1.27 Million 0.46% of portfolio
4,784
Q2 2023 Added 0.23%
$37B
$1.26 Million 0.45% of portfolio
64,739
Q1 2025 Added 2.86%
$0
$1.24 Million 0.45% of portfolio
30,713
Q1 2025 Reduced 16.15%
$0
$1.2 Million 0.43% of portfolio
2,566
Q1 2025 Added 4.82%
$0
$1.01 Million 0.37% of portfolio
31,134
Q3 2024 Reduced 0.49%
$1.53T
$904,000 0.33% of portfolio
1,569
Q1 2025 Reduced 1.51%
$0
$900,000 0.32% of portfolio
24,812
Q1 2023 New
$0
$842,000 0.3% of portfolio
20,666
Q1 2024 Reduced 10.0%
$53.8B
$783,000 0.28% of portfolio
13,287
Q1 2025 Added 10,880.99%
$0
$715,000 0.26% of portfolio
16,379
Q4 2024 Reduced 4.17%
$0
$681,000 0.25% of portfolio
9,967
Q1 2024 Added 0.22%
$0
$703,000 0.25% of portfolio
4,062
Q1 2025 New
$1.17B
$654,000 0.24% of portfolio
25,612
Q4 2024 Reduced 14.11%
$0
$669,000 0.24% of portfolio
9,576
Q1 2024 Added 0.1%
$648B
$630,000 0.23% of portfolio
1,183
Q4 2024 Reduced 12.89%
$0
$640,000 0.23% of portfolio
16,513
Q1 2025 Reduced 25.0%
$175B
$604,000 0.22% of portfolio
1,575
Q1 2025 Added 120.9%
$299B
$616,000 0.22% of portfolio
4,664
Q1 2025 Reduced 51.69%
$3.57B
$615,000 0.22% of portfolio
21,966
Q4 2024 Added 2.09%
$0
$618,000 0.22% of portfolio
4,798
Q4 2024 Reduced 38.19%
$1.45B
$577,000 0.21% of portfolio
197,866
Q1 2025 Added 15.86%
$4.88B
$570,000 0.21% of portfolio
16,006
Q1 2025 Reduced 44.0%
$0
$549,000 0.2% of portfolio
9,588
Q1 2025 New
$42.5B
$522,000 0.19% of portfolio
10,576
Q4 2024 Reduced 0.02%
$41.8B
$481,000 0.17% of portfolio
47,978
Q4 2024 Reduced 0.7%
$101B
$472,000 0.17% of portfolio
2,820
Q1 2025 Added 1,466.67%
$300B
$473,000 0.17% of portfolio
715
Q1 2025 Reduced 0.56%
$0
$446,000 0.16% of portfolio
19,067
Q1 2024 Reduced 20.0%

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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