Cedar Wealth Management

Cedar Wealth Management as of June 30, 2025

Portfolio Holdings for Cedar Wealth Management

Cedar Wealth Management holds 230 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 20.7 $61M 201k 303.93
Schwab Strategic Tr Us Dividend Eq (SCHD) 11.5 $34M 1.3M 26.50
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 8.7 $26M 783k 32.98
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 8.4 $25M 477k 52.10
Vanguard World Esg Us Stk Etf (ESGV) 7.5 $22M 203k 109.64
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 5.2 $15M 142k 107.70
Philip Morris International (PM) 4.8 $14M 79k 182.13
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.7 $11M 302k 35.84
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 2.3 $6.7M 95k 71.26
Ishares Tr Russell 3000 Etf (IWV) 2.1 $6.3M 18k 351.00
Altria (MO) 1.9 $5.6M 95k 58.63
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.7 $5.2M 67k 77.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $4.7M 8.3k 568.01
Amazon (AMZN) 1.1 $3.4M 15k 219.39
Mondelez Intl Cl A (MDLZ) 1.1 $3.3M 49k 67.44
Alphabet Cap Stk Cl A (GOOGL) 1.0 $2.9M 16k 176.23
Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.9 $2.5M 95k 26.74
NVIDIA Corporation (NVDA) 0.8 $2.3M 15k 157.99
Microsoft Corporation (MSFT) 0.7 $2.1M 4.3k 497.46
Ishares Msci Jpn Etf New (EWJ) 0.7 $2.0M 26k 74.97
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) 0.6 $1.8M 69k 25.56
Apple (AAPL) 0.5 $1.6M 7.8k 205.18
Us Bancorp Del Com New (USB) 0.5 $1.5M 33k 45.25
Ishares Tr S&p 100 Etf (OEF) 0.5 $1.5M 4.8k 304.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.4M 2.6k 551.71
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.4 $1.3M 31k 41.03
Meta Platforms Cl A (META) 0.4 $1.2M 1.6k 738.09
Wisdomtree Tr Euro Qtly Div Gr (EUDG) 0.4 $1.1M 31k 34.79
Novagold Res Com New (NG) 0.4 $1.1M 263k 4.09
Ishares Msci Cda Etf (EWC) 0.3 $955k 21k 46.20
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $942k 25k 37.96
Ishares Tr Russell 2000 Etf (IWM) 0.3 $902k 4.2k 215.79
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $840k 4.6k 181.76
Ishares Gold Tr Ishares New (IAU) 0.3 $833k 13k 62.36
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $790k 16k 48.24
Broadcom (AVGO) 0.3 $777k 2.8k 275.65
Flexshares Tr Qualt Divd Idx (QDF) 0.2 $729k 10k 73.18
Flexshares Tr Qlt Div Def Idx (QDEF) 0.2 $709k 9.6k 74.05
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $640k 4.8k 133.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $589k 1.2k 485.77
Asml Holding N V N Y Registry Shs (ASML) 0.2 $573k 715.00 801.39
Global E Online SHS (GLBE) 0.2 $537k 16k 33.54
Ford Motor Company (F) 0.2 $521k 48k 10.85
Ishares Msci Aust Etf (EWA) 0.2 $502k 19k 26.32
Transocean Registered Shs (RIG) 0.2 $492k 190k 2.59
Amplitude Com Cl A (AMPL) 0.2 $464k 37k 12.40
Rh (RH) 0.2 $458k 2.4k 189.01
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $448k 7.6k 58.78
Occidental Petroleum Corporation (OXY) 0.2 $444k 11k 42.01
Flexshares Tr Mornstar Upstr (GUNR) 0.1 $442k 11k 40.11
Perrigo SHS (PRGO) 0.1 $440k 17k 26.72
Ishares Msci Brazil Etf (EWZ) 0.1 $419k 15k 28.85
Twilio Cl A (TWLO) 0.1 $414k 3.3k 124.36
Seadrill 2021 (SDRL) 0.1 $404k 15k 26.25
Woodside Energy Group Sponsored Adr (WDS) 0.1 $400k 26k 15.43
Visa Com Cl A (V) 0.1 $377k 1.1k 355.05
Hims & Hers Health Com Cl A (HIMS) 0.1 $371k 7.4k 49.85
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $357k 2.6k 134.79
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $353k 832.00 424.79
At&t (T) 0.1 $344k 12k 28.94
Newmont Mining Corporation (NEM) 0.1 $297k 5.1k 58.26
Ares Dynamic Cr Allocation (ARDC) 0.1 $287k 20k 14.22
Chevron Corporation (CVX) 0.1 $283k 2.0k 143.21
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $282k 3.2k 88.25
Adobe Systems Incorporated (ADBE) 0.1 $280k 724.00 386.88
Annaly Capital Management In Com New (NLY) 0.1 $277k 15k 18.82
Barrick Mng Corp Barrick Mng Corp (B) 0.1 $276k 13k 20.82
Ishares Tr Select Divid Etf (DVY) 0.1 $258k 1.9k 132.81
Ego (EGO) 0.1 $256k 13k 20.34
Servicenow (NOW) 0.1 $256k 249.00 1028.08
Ishares Tr Core Div Grwth (DGRO) 0.1 $252k 3.9k 63.94
Capri Holdings SHS (CPRI) 0.1 $249k 14k 17.70
Spdr Gold Tr Gold Shs (GLD) 0.1 $248k 815.00 304.83
Starbucks Corporation (SBUX) 0.1 $234k 2.6k 91.63
Ishares Tr Exponential Tech (XT) 0.1 $225k 3.4k 65.25
Sunopta (STKL) 0.1 $224k 39k 5.80
Valaris Cl A (VAL) 0.1 $223k 5.3k 42.11
Vanguard World Inf Tech Etf (VGT) 0.1 $221k 333.00 663.28
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.1 $218k 2.3k 95.81
Noble Corp Ord Shs A (NE) 0.1 $213k 8.0k 26.55
Eli Lilly & Co. (LLY) 0.1 $207k 266.00 779.53
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $195k 2.2k 90.12
Hercules Technology Growth Capital (HTGC) 0.1 $178k 9.8k 18.28
Overstock (BBBY) 0.1 $176k 26k 6.88
Apa Corporation (APA) 0.1 $160k 8.7k 18.29
Costco Wholesale Corporation (COST) 0.1 $154k 155.00 992.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $140k 227.00 617.85
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $138k 4.7k 29.37
Pfizer (PFE) 0.0 $136k 5.6k 24.24
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $124k 965.00 128.60
MPLX Com Unit Rep Ltd (MPLX) 0.0 $119k 2.3k 51.51
Nike CL B (NKE) 0.0 $111k 1.6k 71.05
Micron Technology (MU) 0.0 $105k 855.00 123.25
Merck & Co (MRK) 0.0 $104k 1.3k 79.18
Ares Capital Corporation (ARCC) 0.0 $95k 4.3k 21.96
Advanced Micro Devices (AMD) 0.0 $93k 656.00 141.90
Advisorshares Tr Pure Us Cannabis (MSOS) 0.0 $88k 37k 2.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $88k 1.8k 49.46
Home Depot (HD) 0.0 $83k 226.00 366.93
Wal-Mart Stores (WMT) 0.0 $81k 824.00 97.78
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $77k 1.6k 47.56
Cronos Group (CRON) 0.0 $73k 38k 1.91
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $72k 2.1k 34.51
Albemarle Corporation (ALB) 0.0 $70k 1.1k 62.67
Kenvue (KVUE) 0.0 $68k 3.3k 20.93
Eaton Corp SHS (ETN) 0.0 $67k 187.00 356.99
Abbvie (ABBV) 0.0 $66k 355.00 185.77
Applied Materials (AMAT) 0.0 $65k 357.00 182.84
Reliance Steel & Aluminum (RS) 0.0 $59k 188.00 313.90
Dollar General (DG) 0.0 $58k 509.00 114.35
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $58k 616.00 93.99
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $57k 592.00 95.70
Dbx Etf Tr Xtrackers High (HYUP) 0.0 $55k 1.3k 42.42
Prologis (PLD) 0.0 $54k 517.00 105.11
Agilent Technologies Inc C ommon (A) 0.0 $53k 445.00 118.01
Automatic Data Processing (ADP) 0.0 $52k 167.00 308.40
salesforce (CRM) 0.0 $51k 187.00 272.69
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $51k 425.00 119.02
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $49k 4.4k 11.13
Ishares Tr Us Home Cons Etf (ITB) 0.0 $47k 500.00 93.17
Lam Research Corp Com New (LRCX) 0.0 $46k 470.00 97.34
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $46k 578.00 78.71
Microchip Technology (MCHP) 0.0 $44k 628.00 70.37
Blackrock (BLK) 0.0 $44k 42.00 1049.26
Intercontinental Exchange (ICE) 0.0 $38k 208.00 183.47
Astrazeneca Sponsored Adr (AZN) 0.0 $37k 534.00 69.88
Vanguard Index Fds Value Etf (VTV) 0.0 $35k 197.00 176.47
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $33k 629.00 52.06
Roper Industries (ROP) 0.0 $29k 51.00 566.98
PennantPark Investment (PNNT) 0.0 $27k 3.9k 6.84
Novartis Sponsored Adr (NVS) 0.0 $26k 217.00 121.01
MercadoLibre (MELI) 0.0 $26k 10.00 2613.60
Verizon Communications (VZ) 0.0 $24k 565.00 43.25
Paychex (PAYX) 0.0 $24k 167.00 145.46
Baidu Spon Adr Rep A (BIDU) 0.0 $22k 260.00 85.76
Devon Energy Corporation (DVN) 0.0 $22k 700.00 31.79
Alphabet Cap Stk Cl C (GOOG) 0.0 $21k 120.00 177.39
Abbott Laboratories (ABT) 0.0 $20k 148.00 136.01
Fidus Invt (FDUS) 0.0 $20k 992.00 20.20
Series Portfolios Tr Eldridge Aaa Clo (CLOX) 0.0 $20k 781.00 25.60
Kla Corp Com New (KLAC) 0.0 $20k 22.00 895.73
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $18k 429.00 42.73
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $18k 318.00 57.00
Intel Corporation (INTC) 0.0 $18k 784.00 22.40
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $17k 398.00 41.45
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $16k 262.00 62.03
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $16k 70.00 226.49
Thermo Fisher Scientific (TMO) 0.0 $15k 37.00 405.46
JPMorgan Chase & Co. (JPM) 0.0 $15k 51.00 290.02
Air Lease Corp Cl A (AL) 0.0 $13k 225.00 58.49
Nucor Corporation (NUE) 0.0 $13k 100.00 129.54
Cisco Systems (CSCO) 0.0 $13k 183.00 69.26
Johnson & Johnson (JNJ) 0.0 $11k 72.00 152.33
Ameriprise Financial (AMP) 0.0 $11k 20.00 533.75
Caesars Entertainment (CZR) 0.0 $11k 375.00 28.39
TransDigm Group Incorporated (TDG) 0.0 $11k 7.00 1520.57
Procter & Gamble Company (PG) 0.0 $10k 65.00 159.14
Ishares Msci Emrg Chn (EMXC) 0.0 $9.9k 157.00 63.14
Zhihu Sponsored Ads (ZH) 0.0 $9.9k 2.5k 3.98
Intuit (INTU) 0.0 $9.5k 12.00 787.67
Trane Technologies SHS (TT) 0.0 $9.2k 21.00 437.43
Bank of America Corporation (BAC) 0.0 $9.1k 191.00 47.43
Tesla Motors (TSLA) 0.0 $8.9k 28.00 317.64
Vanguard World Extended Dur (EDV) 0.0 $8.9k 132.00 67.25
Gabelli Dividend & Income Trust (GDV) 0.0 $8.7k 334.00 25.99
Pepsi (PEP) 0.0 $8.2k 62.00 132.03
Netflix (NFLX) 0.0 $8.0k 6.00 1339.17
Moderna (MRNA) 0.0 $8.0k 290.00 27.59
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.0 $7.6k 167.00 45.54
Raytheon Technologies Corp (RTX) 0.0 $7.5k 52.00 145.00
CVS Caremark Corporation (CVS) 0.0 $7.4k 107.00 69.00
Vistra Energy (VST) 0.0 $7.1k 37.00 191.32
International Business Machines (IBM) 0.0 $6.7k 23.00 291.43
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $6.7k 137.00 48.92
American Electric Power Company (AEP) 0.0 $6.6k 63.00 104.14
Ametek (AME) 0.0 $6.5k 36.00 180.97
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $6.5k 57.00 113.40
Consolidated Edison (ED) 0.0 $6.4k 64.00 100.62
McDonald's Corporation (MCD) 0.0 $6.3k 22.00 288.45
J P Morgan Exchange Traded F Internl Gwt (JIG) 0.0 $6.3k 88.00 71.22
Qualcomm (QCOM) 0.0 $6.2k 39.00 159.26
Deere & Company (DE) 0.0 $6.1k 12.00 508.50
UnitedHealth (UNH) 0.0 $6.0k 19.00 317.21
Coca-Cola Company (KO) 0.0 $5.8k 82.00 70.44
Prudential Financial (PRU) 0.0 $5.5k 51.00 107.94
Accenture Plc Ireland Shs Class A (ACN) 0.0 $5.4k 18.00 298.89
Kinder Morgan (KMI) 0.0 $5.3k 179.00 29.47
Williams Companies (WMB) 0.0 $5.3k 84.00 62.67
Boston Scientific Corporation (BSX) 0.0 $5.2k 48.00 107.42
Honeywell International (HON) 0.0 $4.9k 21.00 232.86
Nextera Energy (NEE) 0.0 $4.8k 70.00 69.04
Jefferies Finl Group (JEF) 0.0 $4.8k 88.00 54.81
Kroger (KR) 0.0 $4.7k 66.00 71.62
CSX Corporation (CSX) 0.0 $4.7k 144.00 32.63
Synchrony Financial (SYF) 0.0 $4.5k 68.00 66.74
Blackstone Group Inc Com Cl A (BX) 0.0 $4.5k 30.00 148.90
Citigroup Com New (C) 0.0 $4.2k 49.00 84.90
3M Company (MMM) 0.0 $4.0k 27.00 149.63
Texas Instruments Incorporated (TXN) 0.0 $3.7k 18.00 207.61
Illinois Tool Works (ITW) 0.0 $3.7k 15.00 247.27
Marathon Petroleum Corp (MPC) 0.0 $3.7k 22.00 166.09
Globant S A (GLOB) 0.0 $3.6k 40.00 90.85
Kraft Heinz (KHC) 0.0 $3.5k 136.00 25.82
Icahn Enterprises Depositary Unit (IEP) 0.0 $3.4k 420.00 8.05
Tyson Foods Cl A (TSN) 0.0 $3.3k 59.00 55.88
Bristol Myers Squibb (BMY) 0.0 $3.3k 70.00 46.47
United Parcel Service CL B (UPS) 0.0 $3.1k 31.00 99.94
Crowdstrike Hldgs Cl A (CRWD) 0.0 $3.1k 6.00 509.33
Alcon Ord Shs (ALC) 0.0 $2.9k 33.00 88.27
Constellation Energy (CEG) 0.0 $2.9k 9.00 322.78
Valero Energy Corporation (VLO) 0.0 $2.8k 21.00 134.43
Dominion Resources (D) 0.0 $2.4k 43.00 56.51
Global Payments (GPN) 0.0 $2.4k 30.00 80.03
American Intl Group Com New (AIG) 0.0 $2.4k 28.00 85.61
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $2.2k 183.00 12.24
S&p Global (SPGI) 0.0 $2.1k 4.00 527.25
Metropcs Communications (TMUS) 0.0 $1.9k 8.00 238.25
Select Sector Spdr Tr Energy (XLE) 0.0 $1.7k 20.00 84.80
Arista Networks Com Shs (ANET) 0.0 $1.6k 16.00 102.31
Constellation Brands Cl A (STZ) 0.0 $1.6k 10.00 162.70
Exxon Mobil Corporation (XOM) 0.0 $1.3k 12.00 107.83
Atlassian Corporation Cl A (TEAM) 0.0 $1.2k 6.00 203.17
MGM Resorts International. (MGM) 0.0 $1.1k 33.00 34.39
Skyworks Solutions (SWKS) 0.0 $1.0k 14.00 74.50
Voya Financial (VOYA) 0.0 $994.000000 14.00 71.00
Vale S A Sponsored Ads (VALE) 0.0 $971.000000 100.00 9.71
Exelon Corporation (EXC) 0.0 $955.000200 22.00 43.41
The Trade Desk Com Cl A (TTD) 0.0 $864.000000 12.00 72.00
Celanese Corporation (CE) 0.0 $774.999400 14.00 55.36
Walt Disney Company (DIS) 0.0 $620.000000 5.00 124.00