Cedar Wealth Management

Cedar Wealth Management as of March 31, 2025

Portfolio Holdings for Cedar Wealth Management

Cedar Wealth Management holds 195 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 19.7 $55M 201k 274.84
Schwab Strategic Tr Us Dividend Eq (SCHD) 12.6 $35M 1.3M 27.96
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 8.3 $23M 782k 29.94
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 7.6 $22M 466k 46.02
Philip Morris International (PM) 7.5 $21M 133k 158.73
Vanguard World Esg Us Stk Etf (ESGV) 7.1 $20M 203k 97.95
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 5.1 $14M 144k 99.88
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.5 $10M 302k 32.99
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 2.2 $6.3M 95k 66.34
Altria (MO) 2.1 $6.0M 99k 60.02
Ishares Tr Russell 3000 Etf (IWV) 1.7 $4.9M 15k 317.64
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.7 $4.7M 67k 70.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $4.1M 8.0k 513.89
Mondelez Intl Cl A (MDLZ) 1.2 $3.3M 49k 67.85
Amazon (AMZN) 1.0 $2.9M 15k 190.26
Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.8 $2.4M 89k 26.57
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.9M 12k 154.64
Ishares Msci Jpn Etf New (EWJ) 0.6 $1.8M 26k 68.56
Microsoft Corporation (MSFT) 0.6 $1.6M 4.3k 375.43
Apple (AAPL) 0.6 $1.6M 7.1k 222.14
NVIDIA Corporation (NVDA) 0.5 $1.5M 14k 108.38
Newmont Mining Corporation (NEM) 0.5 $1.5M 31k 48.28
Us Bancorp Del Com New (USB) 0.5 $1.4M 32k 42.22
Ishares Tr S&p 100 Etf (OEF) 0.5 $1.3M 4.8k 270.81
Barrick Gold Corp (GOLD) 0.4 $1.3M 65k 19.44
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.4 $1.2M 31k 40.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.2M 2.6k 468.98
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) 0.4 $1.2M 47k 25.49
Wisdomtree Tr Euro Qtly Div Gr (EUDG) 0.4 $1.0M 31k 32.57
Meta Platforms Cl A (META) 0.3 $904k 1.6k 576.36
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $900k 25k 36.29
Ishares Msci Cda Etf (EWC) 0.3 $842k 21k 40.75
Ishares Gold Tr Ishares New (IAU) 0.3 $783k 13k 58.96
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $716k 16k 43.70
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $704k 4.1k 173.23
Flexshares Tr Qualt Divd Idx (QDF) 0.2 $681k 10k 68.36
Flexshares Tr Qlt Div Def Idx (QDEF) 0.2 $669k 9.6k 69.89
Flexshares Tr Mornstar Upstr (GUNR) 0.2 $641k 17k 38.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $630k 1.2k 532.58
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $619k 4.8k 128.96
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $617k 4.7k 132.23
Perrigo SHS (PRGO) 0.2 $616k 22k 28.04
Adobe Systems Incorporated (ADBE) 0.2 $604k 1.6k 383.53
Novagold Res Com New (NG) 0.2 $578k 198k 2.92
Global E Online SHS (GLBE) 0.2 $571k 16k 35.65
Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $549k 9.6k 57.30
Occidental Petroleum Corporation (OXY) 0.2 $522k 11k 49.36
Ford Motor Company (F) 0.2 $481k 48k 10.03
Asml Holding N V N Y Registry Shs (ASML) 0.2 $474k 715.00 662.63
Broadcom (AVGO) 0.2 $472k 2.8k 167.43
Ishares Msci Aust Etf (EWA) 0.2 $447k 19k 23.44
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $445k 7.6k 58.69
Spdr Gold Tr Gold Shs (GLD) 0.1 $414k 1.4k 288.14
Transocean Registered Shs (RIG) 0.1 $395k 125k 3.17
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $387k 2.6k 146.01
Amplitude Com Cl A (AMPL) 0.1 $381k 37k 10.19
Woodside Energy Group Sponsored Adr (WDS) 0.1 $376k 26k 14.49
Visa Com Cl A (V) 0.1 $372k 1.1k 350.46
Ares Dynamic Cr Allocation (ARDC) 0.1 $355k 25k 14.12
At&t (T) 0.1 $336k 12k 28.28
Twilio Cl A (TWLO) 0.1 $326k 3.3k 97.91
Chevron Corporation (CVX) 0.1 $325k 1.9k 167.29
Ego (EGO) 0.1 $303k 18k 16.82
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $301k 832.00 361.27
Annaly Capital Management In Com New (NLY) 0.1 $299k 15k 20.31
Rh (RH) 0.1 $286k 1.2k 234.41
Grocery Outlet Hldg Corp (GO) 0.1 $285k 20k 13.98
Capri Holdings SHS (CPRI) 0.1 $278k 14k 19.73
Seadrill 2021 (SDRL) 0.1 $267k 11k 25.00
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $266k 2.9k 91.03
Ishares Tr Select Divid Etf (DVY) 0.1 $261k 1.9k 134.29
Starbucks Corporation (SBUX) 0.1 $251k 2.6k 98.09
Ishares Tr Russell 2000 Etf (IWM) 0.1 $246k 1.2k 199.49
Ishares Tr Core Div Grwth (DGRO) 0.1 $243k 3.9k 61.78
Johnson & Johnson (JNJ) 0.1 $229k 1.4k 165.84
Nebius Group Shs Class A (NBIS) 0.1 $228k 11k 21.11
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.1 $227k 2.4k 95.96
Eli Lilly & Co. (LLY) 0.1 $214k 259.00 825.91
Prologis (PLD) 0.1 $209k 1.9k 111.79
Ishares Tr Exponential Tech (XT) 0.1 $198k 3.4k 57.56
Servicenow (NOW) 0.1 $198k 249.00 796.14
Sunopta (STKL) 0.1 $188k 39k 4.86
Hercules Technology Growth Capital (HTGC) 0.1 $188k 9.8k 19.21
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $185k 2.2k 82.94
Vanguard World Inf Tech Etf (VGT) 0.1 $181k 333.00 542.38
Apa Corporation (APA) 0.1 $167k 8.0k 21.02
Overstock (BBBY) 0.1 $149k 26k 5.80
Pfizer (PFE) 0.0 $140k 5.5k 25.34
Costco Wholesale Corporation (COST) 0.0 $135k 142.00 947.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $127k 227.00 559.39
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $123k 4.7k 26.20
Merck & Co (MRK) 0.0 $113k 1.3k 89.74
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $112k 965.00 116.39
Kenvue (KVUE) 0.0 $102k 4.3k 23.98
Nike CL B (NKE) 0.0 $100k 1.6k 63.49
Advisorshares Tr Pure Us Cannabis (MSOS) 0.0 $96k 37k 2.61
Ares Capital Corporation (ARCC) 0.0 $95k 4.3k 22.16
Pinterest Cl A (PINS) 0.0 $92k 3.0k 31.00
Home Depot (HD) 0.0 $83k 226.00 366.78
Albemarle Corporation (ALB) 0.0 $81k 1.1k 72.02
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $81k 1.6k 50.23
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $81k 1.8k 45.26
Reliance Steel & Aluminum (RS) 0.0 $72k 250.00 288.75
Cronos Group (CRON) 0.0 $69k 38k 1.81
Abbvie (ABBV) 0.0 $68k 326.00 209.52
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $65k 2.1k 31.02
Wal-Mart Stores (WMT) 0.0 $60k 678.00 87.79
Roku Com Cl A (ROKU) 0.0 $56k 801.00 70.44
Dbx Etf Tr Xtrackers High (HYUP) 0.0 $54k 1.3k 41.50
Agilent Technologies Inc C ommon (A) 0.0 $52k 445.00 116.98
Applied Materials (AMAT) 0.0 $52k 357.00 144.94
Automatic Data Processing (ADP) 0.0 $51k 167.00 305.53
Eaton Corp SHS (ETN) 0.0 $51k 187.00 271.83
salesforce (CRM) 0.0 $50k 187.00 268.36
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $50k 4.4k 11.22
Ishares Tr Us Home Cons Etf (ITB) 0.0 $48k 500.00 95.21
Advanced Micro Devices (AMD) 0.0 $47k 456.00 102.74
Dollar General (DG) 0.0 $45k 509.00 87.91
Blackrock (BLK) 0.0 $40k 42.00 946.48
Astrazeneca Sponsored Adr (AZN) 0.0 $39k 534.00 73.50
Intercontinental Exchange (ICE) 0.0 $36k 208.00 172.50
Lam Research Corp Com New (LRCX) 0.0 $34k 470.00 72.70
Ishares Msci Emrg Chn (EMXC) 0.0 $33k 590.00 55.09
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $31k 674.00 45.97
Microchip Technology (MCHP) 0.0 $30k 628.00 48.41
Roper Industries (ROP) 0.0 $30k 51.00 589.73
J P Morgan Exchange Traded F Internl Gwt (JIG) 0.0 $28k 441.00 63.37
PennantPark Investment (PNNT) 0.0 $28k 3.9k 7.03
Paychex (PAYX) 0.0 $26k 167.00 154.28
Intel Corporation (INTC) 0.0 $25k 1.1k 22.71
Novartis Sponsored Adr (NVS) 0.0 $24k 217.00 111.48
Baidu Spon Adr Rep A (BIDU) 0.0 $24k 260.00 92.03
Devon Energy Corporation (DVN) 0.0 $22k 576.00 37.38
Fidus Invt (FDUS) 0.0 $20k 992.00 20.39
Abbott Laboratories (ABT) 0.0 $20k 148.00 132.65
MercadoLibre (MELI) 0.0 $20k 10.00 1950.90
Alphabet Cap Stk Cl C (GOOG) 0.0 $19k 120.00 156.23
Thermo Fisher Scientific (TMO) 0.0 $18k 37.00 497.59
Emerson Electric (EMR) 0.0 $18k 167.00 109.64
Kla Corp Com New (KLAC) 0.0 $15k 22.00 679.82
Nucor Corporation (NUE) 0.0 $12k 100.00 120.34
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $12k 70.00 166.00
Air Lease Corp Cl A (AL) 0.0 $11k 225.00 48.31
Zhihu Sponsored Ads (ZH) 0.0 $11k 2.5k 4.27
TransDigm Group Incorporated (TDG) 0.0 $9.7k 7.00 1383.29
Ameriprise Financial (AMP) 0.0 $9.7k 20.00 484.10
Caesars Entertainment (CZR) 0.0 $9.4k 375.00 25.00
Moderna (MRNA) 0.0 $8.2k 290.00 28.35
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.0 $7.7k 167.00 46.17
Intuit (INTU) 0.0 $7.4k 12.00 614.00
Trane Technologies SHS (TT) 0.0 $7.1k 21.00 336.90
Ametek (AME) 0.0 $6.2k 36.00 172.14
Micron Technology (MU) 0.0 $6.0k 69.00 86.88
JPMorgan Chase & Co. (JPM) 0.0 $5.9k 24.00 245.29
Deere & Company (DE) 0.0 $5.6k 12.00 469.33
Accenture Plc Ireland Shs Class A (ACN) 0.0 $5.6k 18.00 312.06
Boston Scientific Corporation (BSX) 0.0 $4.8k 48.00 100.88
Globant S A (GLOB) 0.0 $4.7k 40.00 117.72
Honeywell International (HON) 0.0 $4.4k 21.00 211.76
Bank of America Corporation (BAC) 0.0 $4.4k 105.00 41.73
CSX Corporation (CSX) 0.0 $4.2k 144.00 29.43
Icahn Enterprises Depositary Unit (IEP) 0.0 $3.8k 420.00 9.06
CVS Caremark Corporation (CVS) 0.0 $3.7k 55.00 67.75
Illinois Tool Works (ITW) 0.0 $3.7k 15.00 248.00
Synchrony Financial (SYF) 0.0 $3.6k 68.00 52.94
Pepsi (PEP) 0.0 $3.6k 24.00 149.96
Texas Instruments Incorporated (TXN) 0.0 $3.2k 18.00 179.72
Marathon Petroleum Corp (MPC) 0.0 $3.2k 22.00 145.68
UnitedHealth (UNH) 0.0 $3.1k 6.00 523.83
Alcon Ord Shs (ALC) 0.0 $3.1k 33.00 94.94
Global Payments (GPN) 0.0 $2.9k 30.00 97.93
Valero Energy Corporation (VLO) 0.0 $2.8k 21.00 132.05
American Intl Group Com New (AIG) 0.0 $2.4k 28.00 86.93
Metropcs Communications (TMUS) 0.0 $2.1k 8.00 266.75
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $2.1k 183.00 11.60
Crowdstrike Hldgs Cl A (CRWD) 0.0 $2.1k 6.00 352.50
S&p Global (SPGI) 0.0 $2.0k 4.00 508.00
Select Sector Spdr Tr Energy (XLE) 0.0 $1.9k 20.00 93.45
Constellation Brands Cl A (STZ) 0.0 $1.8k 10.00 183.50
Constellation Energy (CEG) 0.0 $1.8k 9.00 201.67
Investment Managers Ser Tr I Tradr 2x Short (TSLQ) 0.0 $1.7k 38.00 45.79
Exxon Mobil Corporation (XOM) 0.0 $1.4k 12.00 118.92
Atlassian Corporation Cl A (TEAM) 0.0 $1.3k 6.00 212.17
Arista Networks Com Shs (ANET) 0.0 $1.2k 16.00 77.50
Exelon Corporation (EXC) 0.0 $1.0k 22.00 46.09
Vale S A Sponsored Ads (VALE) 0.0 $998.000000 100.00 9.98
MGM Resorts International. (MGM) 0.0 $978.001200 33.00 29.64
Voya Financial (VOYA) 0.0 $948.999800 14.00 67.79
Skyworks Solutions (SWKS) 0.0 $905.000600 14.00 64.64
Celanese Corporation (CE) 0.0 $794.999800 14.00 56.79
Procter & Gamble Company (PG) 0.0 $682.000000 4.00 170.50
The Trade Desk Com Cl A (TTD) 0.0 $657.000000 12.00 54.75
Walt Disney Company (DIS) 0.0 $494.000000 5.00 98.80
Nextera Energy (NEE) 0.0 $424.999800 6.00 70.83
Aurora Cannabis (ACB) 0.0 $0 0 0.00