Cedar Wealth Management

Cedar Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Cedar Wealth Management

Cedar Wealth Management holds 244 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Otal Stk Mkt (VTI) 20.2 $66M 201k 328.17
Schwab Strategic Tr S Dividend Eq (SCHD) 12.1 $40M 1.4M 27.30
Invesco Exchange Traded Fd T &p 500 Top 50 (XLG) 9.5 $31M 542k 57.52
Invesco Exch Traded Fd Tr Ii &p Intl Qulty (IDHQ) 8.4 $27M 814k 33.65
Vanguard World Sg Us Stk Etf (ESGV) 7.4 $24M 203k 118.44
Invesco Exchange Traded Fd T &p 500 Garp Etf (SPGP) 4.8 $16M 137k 113.62
Philip Morris Intl Om (PM) 3.7 $12M 75k 162.20
Dimensional Etf Trust S Core Equity 2 (DFAC) 3.6 $12M 302k 38.57
Vanguard Index Fds &p 500 Etf Shs (VOO) 2.5 $8.0M 13k 612.37
Invesco Exchange Traded Fd T &p500 Quality (SPHQ) 2.2 $7.1M 97k 73.29
Ishares Tr Ussell 3000 Etf (IWV) 2.1 $6.7M 18k 378.94
Altria Group Om (MO) 1.8 $5.9M 89k 66.06
Vanguard Intl Equity Index F Tse Europe Etf (VGK) 1.6 $5.3M 67k 79.80
Alphabet Ap Stk Cl A (GOOGL) 1.2 $3.9M 16k 243.10
Amazon Om (AMZN) 1.0 $3.4M 15k 219.57
Mondelez Intl L A (MDLZ) 0.9 $3.1M 49k 62.47
Series Portfolios Tr Ldridge Bbb B (CLOZ) 0.8 $2.7M 101k 26.82
Nvidia Corporation Om (NVDA) 0.8 $2.6M 14k 186.58
Apple Om (AAPL) 0.8 $2.6M 10k 254.64
Microsoft Corp Om (MSFT) 0.7 $2.2M 4.2k 518.00
Ishares Sci Jpn Etf New (EWJ) 0.6 $2.1M 26k 80.21
Invesco Actively Managed Exc Aa Clo Fltng Rt (ICLO) 0.6 $2.0M 77k 25.61
Ishares Tr &p 100 Etf (OEF) 0.5 $1.6M 4.8k 332.81
Novagold Res Om New (NG) 0.5 $1.6M 177k 8.80
Invesco Qqq Tr Nit Ser 1 (QQQ) 0.5 $1.5M 2.6k 600.45
Us Bancorp Del Om New (USB) 0.5 $1.5M 32k 48.33
Meta Platforms L A (META) 0.4 $1.2M 1.7k 734.40
Flexshares Tr Ig Yld Vl Etf (HYGV) 0.3 $1.1M 27k 41.20
Wisdomtree Tr Uro Qtly Div Gr (EUDG) 0.3 $1.1M 31k 35.21
Ishares Sci Cda Etf (EWC) 0.3 $1.0M 21k 50.55
Ishares Tr Dg Msci Eafe (HEFA) 0.3 $983k 25k 39.61
Ishares Tr Ussell 2000 Etf (IWM) 0.3 $979k 4.0k 241.96
Ishares Gold Tr Shares New (IAU) 0.3 $973k 13k 72.77
Invesco Exchange Traded Fd T &p500 Eql Wgt (RSP) 0.3 $880k 4.6k 189.72
Ishares Tr Sci Emg Mkt Etf (EEM) 0.3 $875k 16k 53.40
Flexshares Tr Ualt Divd Idx (QDF) 0.2 $791k 10k 79.40
Flexshares Tr Lt Div Def Idx (QDEF) 0.2 $766k 9.6k 79.99
Sitime Corp Om (SITM) 0.2 $716k 2.4k 301.31
Asml Holding N V Y Registry Shs (ASML) 0.2 $692k 715.00 968.09
Vanguard Whitehall Fds Igh Div Yld (VYM) 0.2 $676k 4.8k 140.95
Ishares Tr Sci Usa Quality (GARP) 0.2 $644k 9.8k 65.64
Berkshire Hathaway Inc Del L B New (BRK.B) 0.2 $609k 1.2k 502.74
Broadcom Om (AVGO) 0.2 $594k 1.8k 329.91
Transocean Egistered Shs (RIG) 0.2 $593k 190k 3.12
Ford Mtr Om (F) 0.2 $574k 48k 11.96
Global E Online HS (GLBE) 0.2 $572k 16k 35.76
RH Om (RH) 0.2 $523k 2.6k 203.16
Ishares Sci Aust Etf (EWA) 0.2 $515k 19k 27.00
Occidental Pete Corp Om (OXY) 0.2 $500k 11k 47.25
Newmont Corp Om (NEM) 0.1 $488k 5.8k 84.31
Seadrill Om (SDRL) 0.1 $465k 15k 30.21
Vanguard Scottsdale Fds Hort Term Treas (VGSH) 0.1 $452k 7.7k 58.85
Ishares Sci Brazil Etf (EWZ) 0.1 $450k 15k 31.00
Barrick Mng Corp Om Shs (B) 0.1 $434k 13k 32.77
Hims & Hers Health Om Cl A (HIMS) 0.1 $422k 7.4k 56.72
Freeport-mcmoran L B (FCX) 0.1 $408k 10k 39.22
Amplitude Om Cl A (AMPL) 0.1 $401k 37k 10.72
Visa Om Cl A (V) 0.1 $392k 1.1k 341.38
Woodside Energy Group Ponsored Adr (WDS) 0.1 $390k 26k 15.05
Ishares Tr Us 1000 Grw Etf (IWF) 0.1 $390k 832.00 468.64
Select Sector Spdr Tr Bi Healthcare (XLV) 0.1 $368k 2.6k 139.17
Perrigo HS (PRGO) 0.1 $367k 17k 22.27
Ishares Tr -3 Mnth Treasry (SGOV) 0.1 $366k 3.6k 100.70
At&t Om (T) 0.1 $336k 12k 28.24
Twilio L A (TWLO) 0.1 $333k 3.3k 100.09
Chevron Corp Om (CVX) 0.1 $327k 2.1k 155.31
Annaly Capital Management In Om New (NLY) 0.1 $297k 15k 20.21
Ares Dynamic Cr Allocation F Om (ARDC) 0.1 $294k 21k 14.07
Spdr Gold Tr Old Shs (GLD) 0.1 $290k 815.00 355.47
Ishares Tr 0 Yr Tr Bd Etf (TLT) 0.1 $286k 3.2k 89.37
Capri Holdings HS (CPRI) 0.1 $281k 14k 19.92
Vertiv Holdings Om Cl A (VRT) 0.1 $276k 1.8k 150.86
Ishares Tr Ore Div Grwth (DGRO) 0.1 $268k 3.9k 68.08
Ishares Tr Elect Divid Etf (DVY) 0.1 $262k 1.8k 142.10
Valaris L A (VAL) 0.1 $258k 5.3k 48.77
Bed Bath & Beyond Om (BBBY) 0.1 $251k 26k 9.79
Vanguard World Nf Tech Etf (VGT) 0.1 $249k 333.00 746.63
Ishares Tr Uture Exponenti (XT) 0.1 $248k 3.4k 71.94
Flexshares Tr Ornstar Upstr (GUNR) 0.1 $241k 5.5k 43.78
Eldorado Gold Corp Om (EGO) 0.1 $234k 8.1k 28.89
Adobe Om (ADBE) 0.1 $232k 658.00 352.75
Servicenow Om (NOW) 0.1 $229k 249.00 920.28
Noble Corp Rd Shs A (NE) 0.1 $227k 8.0k 28.28
Sunopta Om (STKL) 0.1 $226k 39k 5.86
Starbucks Corp Om (SBUX) 0.1 $216k 2.6k 84.60
Pimco Etf Tr Nhncd Lw Dur Ac (LDUR) 0.1 $208k 2.2k 96.13
Eli Lilly & Co Om (LLY) 0.1 $201k 263.00 763.00
Vanguard Whitehall Fds Ntl Dvd Etf (VIGI) 0.1 $194k 2.2k 89.57
Advisorshares Tr Ure Us Cannabis (MSOS) 0.1 $176k 37k 4.79
Hercules Capital Om (HTGC) 0.1 $169k 9.0k 18.91
Proshares Tr Ltrapro Sht Qqq (SQQQ) 0.0 $152k 10k 15.23
Spdr S&p 500 Etf Tr R Unit (SPY) 0.0 $151k 227.00 666.18
Dimensional Etf Trust Orld Ex Us Core (DFAX) 0.0 $148k 4.7k 31.38
Advanced Micro Devices Om (AMD) 0.0 $146k 902.00 161.79
Costco Whsl Corp Om (COST) 0.0 $144k 155.00 928.02
Micron Technology Om (MU) 0.0 $143k 855.00 167.32
MPLX Om Unit Rep Ltd (MPLX) 0.0 $142k 2.8k 49.95
Proshares Tr Itcoin Etf (BITO) 0.0 $135k 6.8k 19.68
Ishares Tr Sci Acwi Etf (ACWI) 0.0 $133k 965.00 138.24
Pfizer Om (PFE) 0.0 $125k 4.9k 25.48
Strategy L A New (MSTR) 0.0 $111k 345.00 322.21
Cronos Group Om (CRON) 0.0 $106k 38k 2.78
Merck & Co Om (MRK) 0.0 $99k 1.2k 83.91
Vanguard Intl Equity Index F Tse Emr Mkt Etf (VWO) 0.0 $96k 1.8k 54.18
Nike L B (NKE) 0.0 $96k 1.4k 69.74
Home Depot Om (HD) 0.0 $92k 226.00 405.51
Albemarle Corp Om (ALB) 0.0 $91k 1.1k 81.08
Ares Capital Corp Om (ARCC) 0.0 $88k 4.3k 20.41
Walmart Om (WMT) 0.0 $85k 824.00 103.06
Abbvie Om (ABBV) 0.0 $82k 356.00 231.23
Invesco Exch Traded Fd Tr Ii &p500 Hdl Vol (SPHD) 0.0 $80k 1.6k 49.45
Ishares Tr Ntl Sel Div Etf (IDV) 0.0 $76k 2.1k 36.55
Applied Matls Om (AMAT) 0.0 $73k 357.00 204.48
Eaton Corp HS (ETN) 0.0 $70k 187.00 374.25
Lam Research Corp Om New (LRCX) 0.0 $63k 470.00 133.90
Fidelity Wise Origin Bitcoin HS (FBTC) 0.0 $62k 616.00 99.81
Ishares Tr -10 Yr Trsy Bd (IEF) 0.0 $57k 595.00 96.52
Dbx Etf Tr Trackers High (HYUP) 0.0 $56k 1.3k 42.75
Kenvue Om (KVUE) 0.0 $53k 3.3k 16.23
Dollar Gen Corp Om (DG) 0.0 $53k 509.00 103.32
Invesco Exch Traded Fd Tr Ii Fd Etf (PGX) 0.0 $51k 4.4k 11.60
Ishares Tr S Home Cons Etf (ITB) 0.0 $51k 477.00 107.25
Ishares Tr 7 Yr Treas Bd (IEI) 0.0 $51k 427.00 119.57
Automatic Data Processing In Om (ADP) 0.0 $49k 167.00 293.50
Blackrock Om (BLK) 0.0 $49k 42.00 1165.88
Vanguard Bd Index Fds Hort Trm Bond (BSV) 0.0 $46k 582.00 78.89
Salesforce Om (CRM) 0.0 $44k 187.00 237.00
Vaneck Etf Trust Old Miners Etf (GDX) 0.0 $40k 529.00 76.40
Series Portfolios Tr Ldridge Aaa Clo (CLOX) 0.0 $40k 1.6k 25.57
Reliance Om (RS) 0.0 $40k 141.00 280.83
Sofi Technologies Om (SOFI) 0.0 $38k 1.4k 26.42
Taiwan Semiconductor Mfg Ponsored Ads (TSM) 0.0 $37k 134.00 279.29
Robinhood Mkts Om Cl A (HOOD) 0.0 $37k 261.00 143.18
Verizon Communications Om (VZ) 0.0 $37k 841.00 43.94
Vanguard Index Fds Alue Etf (VTV) 0.0 $37k 198.00 186.27
Intercontinental Exchange In Om (ICE) 0.0 $35k 208.00 168.48
Baidu Pon Adr Rep A (BIDU) 0.0 $34k 260.00 131.77
Microchip Technology Om (MCHP) 0.0 $33k 518.00 64.22
Alphabet Ap Stk Cl C (GOOG) 0.0 $29k 120.00 243.55
Agilent Technologies Om (A) 0.0 $29k 225.00 128.35
Pennantpark Invt Corp Om (PNNT) 0.0 $26k 3.9k 6.71
Devon Energy Corp Om (DVN) 0.0 $25k 703.00 35.08
Kla Corp Om New (KLAC) 0.0 $24k 22.00 1078.59
Exxon Mobil Corp Om (XOM) 0.0 $24k 209.00 112.75
Mercadolibre Om (MELI) 0.0 $23k 10.00 2336.90
Spdr Series Trust Ortfolio S&p500 (SPLG) 0.0 $22k 278.00 78.34
Paychex Om (PAYX) 0.0 $21k 167.00 126.76
Ishares Ethereum Tr HS (ETHA) 0.0 $21k 665.00 31.51
Fidus Invt (FDUS) 0.0 $20k 992.00 20.26
Abbott Labs Om (ABT) 0.0 $20k 148.00 133.94
Coinbase Global Om Cl A (COIN) 0.0 $20k 58.00 337.48
Bitmine Immersion Tecnologie Om New (BMNR) 0.0 $19k 370.00 51.93
Vanguard Tax-managed Fds An Ftse Dev Mkt (VEA) 0.0 $19k 318.00 59.92
Apa Corporation Om (APA) 0.0 $19k 761.00 24.27
Roper Technologies Om (ROP) 0.0 $19k 37.00 498.70
Thermo Fisher Scientific Om (TMO) 0.0 $18k 37.00 485.03
E L F Beauty Om (ELF) 0.0 $18k 135.00 132.48
Ishares Tr Ore S&p Mcp Etf (IJH) 0.0 $17k 262.00 65.27
Select Sector Spdr Tr L Est Sel Sec (XLRE) 0.0 $17k 398.00 42.16
Jpmorgan Chase & Co. Om (JPM) 0.0 $16k 51.00 316.33
Pepsico Om (PEP) 0.0 $15k 109.00 140.44
Zhihu Ponsored Ads (ZH) 0.0 $13k 2.5k 5.07
Cisco Sys Om (CSCO) 0.0 $13k 184.00 68.33
Celsius Hldgs Om New (CELH) 0.0 $12k 207.00 57.49
Ishares Sci Emrg Chn (EMXC) 0.0 $11k 157.00 67.51
Alibaba Group Hldg Ponsored Ads (BABA) 0.0 $10k 57.00 178.74
Procter And Gamble Om (PG) 0.0 $10k 65.00 154.46
Bigbear Ai Hldgs Om (BBAI) 0.0 $9.9k 1.5k 6.52
Bank America Corp Om (BAC) 0.0 $9.9k 191.00 51.71
Super Micro Computer Om New (SMCI) 0.0 $9.3k 195.00 47.94
Vanguard World Xtended Dur (EDV) 0.0 $9.1k 134.00 68.20
Gabelli Divid & Income Tr Om (GDV) 0.0 $9.1k 336.00 27.09
Johnson & Johnson Om (JNJ) 0.0 $9.1k 49.00 185.35
Tesla Om (TSLA) 0.0 $8.9k 20.00 444.70
Trane Technologies HS (TT) 0.0 $8.9k 21.00 421.95
Rtx Corporation Om (RTX) 0.0 $8.6k 52.00 166.17
Archer Aviation Om Cl A (ACHR) 0.0 $8.6k 900.00 9.58
Intel Corp Om (INTC) 0.0 $8.5k 253.00 33.52
Intuit Om (INTU) 0.0 $8.2k 12.00 682.92
Invesco Exch Traded Fd Tr Ii &p Smlcp Low (XSLV) 0.0 $7.7k 167.00 46.31
Cvs Health Corp Om (CVS) 0.0 $7.6k 101.00 75.09
Netflix Om (NFLX) 0.0 $7.2k 6.00 1199.00
Vistra Corp Om (VST) 0.0 $7.2k 37.00 193.43
American Elec Pwr Om (AEP) 0.0 $7.1k 63.00 112.92
Fubotv Om (FUBO) 0.0 $7.1k 1.7k 4.15
Ishares Bitcoin Trust Etf Hs Ben Int (IBIT) 0.0 $6.8k 105.00 65.00
Ametek Om (AME) 0.0 $6.8k 36.00 188.00
Prologis Om (PLD) 0.0 $6.8k 59.00 114.44
J P Morgan Exchange Traded F Nternl Gwt (JIG) 0.0 $6.6k 88.00 75.03
Mcdonalds Corp Om (MCD) 0.0 $6.6k 22.00 300.00
Alps Etf Tr Lerian Mlp (AMLP) 0.0 $6.6k 140.00 46.92
Consolidated Edison Om (ED) 0.0 $6.5k 64.00 100.80
International Business Machs Om (IBM) 0.0 $6.4k 23.00 278.96
Novartis Ponsored Adr (NVS) 0.0 $6.4k 50.00 128.24
Ameriprise Finl Om (AMP) 0.0 $6.4k 13.00 491.23
Paypal Hldgs Om (PYPL) 0.0 $6.0k 90.00 67.06
Unitedhealth Group Om (UNH) 0.0 $6.0k 17.00 351.76
Jefferies Finl Group Om (JEF) 0.0 $5.8k 88.00 65.57
Deere & Co Om (DE) 0.0 $5.5k 12.00 457.25
Coca Cola Om (KO) 0.0 $5.5k 82.00 66.50
Prudential Finl Om (PRU) 0.0 $5.3k 51.00 104.22
Williams Cos Om (WMB) 0.0 $5.3k 84.00 63.20
Nextera Energy Om (NEE) 0.0 $5.3k 70.00 75.09
Kinder Morgan Inc Del Om (KMI) 0.0 $5.1k 181.00 28.37
Blackstone Om (BX) 0.0 $5.1k 30.00 171.13
Csx Corp Om (CSX) 0.0 $5.1k 144.00 35.51
Citigroup Om New (C) 0.0 $5.0k 49.00 101.22
Synchrony Financial Om (SYF) 0.0 $4.8k 68.00 71.04
Soundhound Ai Lass A Com (SOUN) 0.0 $4.8k 300.00 16.08
Boston Scientific Corp Om (BSX) 0.0 $4.7k 48.00 97.62
Kroger Om (KR) 0.0 $4.4k 66.00 67.30
Honeywell Intl Om (HON) 0.0 $4.4k 21.00 210.52
Joby Aviation Ommon Stock (JOBY) 0.0 $4.3k 265.00 16.14
Marathon Pete Corp Om (MPC) 0.0 $4.2k 22.00 192.73
3M Om (MMM) 0.0 $4.1k 27.00 152.52
Illinois Tool Wks Om (ITW) 0.0 $3.9k 15.00 260.73
Valero Energy Corp Om (VLO) 0.0 $3.6k 21.00 170.24
Kraft Heinz Om (KHC) 0.0 $3.5k 136.00 26.04
Bristol-myers Squibb Om (BMY) 0.0 $3.2k 71.00 45.27
Tyson Foods L A (TSN) 0.0 $3.2k 59.00 54.24
Constellation Energy Corp Om (CEG) 0.0 $3.0k 9.00 329.11
Crowdstrike Hldgs L A (CRWD) 0.0 $2.9k 6.00 490.33
Dominion Energy Om (D) 0.0 $2.6k 43.00 61.16
Moderna Om (MRNA) 0.0 $2.6k 100.00 25.83
United Parcel Service L B (UPS) 0.0 $2.6k 31.00 82.71
Alcon RD SHS (ALC) 0.0 $2.5k 33.00 74.52
Arista Networks Om Shs (ANET) 0.0 $2.3k 16.00 145.69
Globant S A Om (GLOB) 0.0 $2.3k 40.00 57.38
Texas Instrs Om (TXN) 0.0 $2.2k 12.00 183.75
American Intl Group Om New (AIG) 0.0 $2.2k 28.00 78.54
S&p Global Om (SPGI) 0.0 $1.9k 4.00 486.75
T-mobile Us Om (TMUS) 0.0 $1.9k 8.00 239.38
Select Sector Spdr Tr Nergy (XLE) 0.0 $1.8k 20.00 89.35
Sprott Asset Management Hysical Silver (PSLV) 0.0 $1.6k 100.00 15.70
Accenture Plc Ireland Hs Class A (ACN) 0.0 $1.5k 6.00 246.67
Global Pmts Om (GPN) 0.0 $1.3k 16.00 83.06
Mgm Resorts International Om (MGM) 0.0 $1.1k 33.00 34.67
Vale S A Ponsored Ads (VALE) 0.0 $1.1k 100.00 10.86
Voya Financial Om (VOYA) 0.0 $1.0k 14.00 74.79
Exelon Corp Om (EXC) 0.0 $990.000000 22.00 45.00
Atlassian Corporation L A (TEAM) 0.0 $958.000200 6.00 159.67
Disney Walt Om (DIS) 0.0 $573.000000 5.00 114.60
Celanese Corp Del Om (CE) 0.0 $295.000300 7.00 42.14
The Trade Desk Om Cl A (TTD) 0.0 $294.000000 6.00 49.00