Cedar Wealth Management

Cedar Wealth Management as of March 31, 2026

Portfolio Holdings for Cedar Wealth Management

Cedar Wealth Management holds 89 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 18.8 $65M 201k 320.81
Schwab Strategic Tr Us Dividend Eq (SCHD) 12.8 $44M 1.4M 30.68
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 9.2 $32M 582k 54.55
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 8.5 $29M 822k 35.37
Vanguard World Esg Us Stk Etf (ESGV) 6.6 $23M 202k 112.27
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 3.8 $13M 123k 107.62
Ishares Tr 0-3 Mnth Treasry (SGOV) 3.6 $12M 123k 100.66
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.4 $12M 302k 38.86
Philip Morris International (PM) 3.4 $12M 70k 165.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.7 $9.3M 16k 597.54
Ishares Tr Russell 3000 Etf (IWV) 2.3 $7.8M 21k 370.68
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 2.2 $7.5M 100k 75.19
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.6 $5.5M 67k 82.43
Altria (MO) 1.6 $5.4M 82k 65.99
Alphabet Cap Stk Cl A (GOOGL) 1.3 $4.6M 16k 287.56
Amazon (AMZN) 1.0 $3.4M 16k 208.27
NVIDIA Corporation (NVDA) 0.9 $3.0M 17k 174.40
Apple (AAPL) 0.9 $3.0M 12k 253.80
Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.9 $3.0M 116k 25.65
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.8 $2.7M 49k 54.84
Mondelez Intl Cl A (MDLZ) 0.7 $2.4M 42k 57.64
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) 0.7 $2.4M 94k 25.51
Ishares Msci Japan Etf (EWJ) 0.6 $2.2M 26k 84.44
Ishares Tr Msci Usa Quality (GARP) 0.6 $2.0M 32k 63.97
Meta Platforms Cl A (META) 0.5 $1.9M 3.3k 572.21
Microsoft Corporation (MSFT) 0.5 $1.7M 4.7k 370.20
Ishares Tr S&p 100 Etf (OEF) 0.4 $1.5M 4.8k 318.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.5M 2.6k 577.25
Ishares Gold Tr Ishares New (IAU) 0.3 $1.2M 13k 88.16
Us Bancorp Com New (USB) 0.3 $1.2M 23k 52.01
Western Midstream Partners L Com Unit Lp Int (WES) 0.3 $1.1M 28k 41.17
Transocean Registered Shs (RIG) 0.3 $1.1M 172k 6.63
Ishares Msci Cda Etf (EWC) 0.3 $1.1M 21k 54.79
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $1.1M 25k 42.49
Netflix (NFLX) 0.3 $1.0M 11k 96.15
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $930k 16k 56.79
Novagold Resources Com New (NG) 0.3 $903k 101k 8.98
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $890k 4.6k 191.94
Newmont Mining Corporation (NEM) 0.2 $843k 7.8k 108.25
Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $802k 607.00 1320.83
Ishares Tr Russell 2000 Etf (IWM) 0.2 $793k 3.2k 248.00
Flexshares Tr Qualt Divd Idx (QDF) 0.2 $788k 10k 79.09
Flexshares Tr Qlt Div Def Idx (QDEF) 0.2 $764k 9.6k 79.82
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $734k 6.7k 109.69
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $711k 4.8k 148.10
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $667k 7.7k 86.69
Rh (RH) 0.2 $639k 4.6k 139.82
Freeport Mcmoran CL B (FCX) 0.2 $612k 10k 58.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $581k 1.2k 479.20
Ishares Msci Brazil Etf (EWZ) 0.2 $557k 15k 38.39
Broadcom (AVGO) 0.2 $557k 1.8k 309.51
Ford Motor Company (F) 0.2 $554k 48k 11.54
Barrick Mng Corp Com Shs (B) 0.2 $540k 13k 40.79
Ishares Msci Aust Etf (EWA) 0.2 $529k 19k 27.76
Whitefiber SHS (WYFI) 0.1 $482k 40k 11.91
Woodside Energy Group Sponsored Adr (WDS) 0.1 $465k 20k 23.88
Seadrill 2021 (SDRL) 0.1 $446k 9.8k 45.50
Eli Lilly & Co. (LLY) 0.1 $436k 474.00 919.77
Twilio Cl A (TWLO) 0.1 $410k 3.3k 125.82
Poet Technologies Com New (POET) 0.1 $395k 67k 5.94
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $388k 2.6k 146.61
Tidal Trust Ii Defiance Large (XMAG) 0.1 $387k 17k 22.22
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $355k 832.00 426.61
Visa Com Cl A (V) 0.1 $347k 1.1k 302.24
Noble Corp Ord Shs A (NE) 0.1 $335k 6.8k 49.07
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $323k 5.5k 58.54
Spdr Series Trust State Street Spd (SPYM) 0.1 $314k 4.1k 76.54
Albemarle Corporation (ALB) 0.1 $300k 1.7k 179.53
Chevron Corporation (CVX) 0.1 $294k 1.4k 206.90
Spdr Gold Tr Gold Shs (GLD) 0.1 $290k 673.00 430.29
Micron Technology (MU) 0.1 $289k 855.00 337.84
Ishares Tr Select Divid Etf (DVY) 0.1 $279k 1.8k 151.41
Ishares Tr Core Div Grwth (DGRO) 0.1 $276k 3.9k 70.18
Annaly Capital Management In Com New (NLY) 0.1 $260k 12k 21.15
MPLX Com Unit Rep Ltd (MPLX) 0.1 $259k 4.5k 57.07
Valaris Cl A (VAL) 0.1 $259k 2.6k 98.04
Ego (EGO) 0.1 $258k 7.5k 34.33
At&t (T) 0.1 $254k 8.8k 28.99
Sunopta (STKL) 0.1 $250k 39k 6.48
Occidental Petroleum Corporation (OXY) 0.1 $250k 3.8k 65.00
Cullen/Frost Bankers (CFR) 0.1 $247k 1.8k 137.08
Sitime Corp (SITM) 0.1 $237k 686.00 345.35
Ishares Tr Future Exponenti (XT) 0.1 $235k 3.4k 68.15
Vanguard World Inf Tech Etf (VGT) 0.1 $232k 333.00 697.72
Starbucks Corporation (SBUX) 0.1 $229k 2.6k 89.59
JPMorgan Chase & Co. (JPM) 0.1 $204k 692.00 294.22
Capri Holdings SHS (CPRI) 0.1 $196k 11k 17.62
Advisorshares Tr Pure Us Cannabis (MSOS) 0.0 $122k 34k 3.55
Cronos Group (CRON) 0.0 $95k 38k 2.51