We are live on ! Find out more
CWM

Cedar Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
+8.73%
1 Year Est. Return
+18.78%
3 Year Est. Return
+53.18%
5 Year Est. Return
+52.26%
10 Year Est. Return
+109.66%
AUM
$295M
AUM Growth
+$14.2M
Cap. Flow
-$8.44M
Cap. Flow %
-2.86%
Top 10 Hldgs %
75.05%
Holding
237
New
43
Increased
44
Reduced
24
Closed
7

Top Buys

Rank Stock Value
1
IWV icon
iShares Russell 3000 ETF
IWV
+$842K
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$685K
3
IWM icon
iShares Russell 2000 ETF
IWM
+$593K
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$560K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$517K

Top Sells

Rank Stock Value
1
PM icon
Philip Morris
PM
+$9.35M
2
NEM icon
Newmont
NEM
+$1.37M
3
B
Barrick Mining
B
+$1.01M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$549K
5
BABA icon
Alibaba
BABA
+$545K

Sector Composition

Rank Sector Weight
1 Consumer Staples 8.06%
2 Technology 3.18%
3 Consumer Discretionary 1.96%
4 Communication Services 1.51%
5 Financials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HYGV icon
26
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.1B
$1.26M 0.43%
30,724
+11
+0% +$440
META icon
27
Meta Platforms (Facebook)
META
$1.64T
$1.17M 0.4%
1,580
+11
+0.7% +$6.8K
EUDG icon
28
WisdomTree Europe Quality Dividend Growth Fund
EUDG
$68.3M
$1.08M 0.37%
31,134
– –
NG icon
29
NovaGold Resources
NG
$2.27B
$1.08M 0.36%
263,439
+65,573
+33% +$245K
EWC icon
30
iShares MSCI Canada ETF
EWC
$6.08B
$955K 0.32%
20,666
– –
HEFA icon
31
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.2B
$942K 0.32%
24,812
– –
IWM icon
32
iShares Russell 2000 ETF
IWM
$82.2B
$902K 0.31%
4,178
+2,946
+239% +$593K
RSP icon
33
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$840K 0.28%
4,624
+562
+14% +$97K
IAU icon
34
iShares Gold Trust
IAU
$62.4B
$833K 0.28%
13,365
+78
+0.6% +$4.83K
EEM icon
35
iShares MSCI Emerging Markets ETF
EEM
$28B
$790K 0.27%
16,379
– –
AVGO icon
36
Broadcom
AVGO
$1.76T
$777K 0.26%
2,820
– –
QDF icon
37
FlexShares Quality Dividend Index Fund
QDF
$2.22B
$729K 0.25%
9,967
– –
QDEF icon
38
FlexShares Quality Dividend Defensive Index Fund
QDEF
$543M
$709K 0.24%
9,576
– –
VYM icon
39
Vanguard High Dividend Yield ETF
VYM
$80B
$640K 0.22%
4,798
– –
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.06T
$589K 0.2%
1,212
+29
+2% +$14.7K
ASML icon
41
ASML
ASML
$671B
$573K 0.19%
715
– –
GLBE icon
42
Global E Online
GLBE
$6.4B
$537K 0.18%
16,006
– –
F icon
43
Ford
F
$56.7B
$521K 0.18%
47,978
– –
EWA icon
44
iShares MSCI Australia ETF
EWA
$1.43B
$502K 0.17%
19,067
– –
RIG icon
45
Transocean
RIG
$5.69B
$492K 0.17%
190,028
+65,486
+53% +$169K
AMPL icon
46
Amplitude
AMPL
$1.27B
$464K 0.16%
37,415
– –
RH icon
47
RH
RH
$3.56B
$458K 0.16%
2,422
+1,200
+98% +$223K
VGSH icon
48
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$448K 0.15%
7,629
+48
+0.6% +$2.81K
OXY icon
49
Occidental Petroleum
OXY
$54.6B
$444K 0.15%
10,576
– –
GUNR icon
50
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.98B
$442K 0.15%
11,009
-5,504
-33% -$213K
1
2
3 4 5

Similar funds

LWM
Long Walk Management Greenwich, Connecticut $344M AUM 44.86% 1-Year Est. Return
BA
Ballast Advisors Woodbury, Minnesota $344M AUM 16.81% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
MJP
Michael J. Puzo $343M AUM 18.42% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
FMB
Field & Main Bank Henderson, Kentucky $344M AUM 23.98% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return

Cedar Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Cedar Wealth Management held 237 positions worth $295M, up 5% from $281M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Cedar Wealth Management's Q2 2025 filing shows 43 new, 44 increased, 24 reduced and 7 closed positions. Its largest new stake was iShares MSCI Brazil ETF: 14,519 shares worth $419K. The largest sale was Philip Morris, an estimated $9.35M.

By sector, the portfolio is most concentrated in Consumer Staples at 8.1% of assets, down from 11% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Cedar Wealth Management's largest Q2 2025 buy was iShares MSCI Brazil ETF: 14,519 shares worth $419K.
  • Cedar Wealth Management added most to iShares Russell 3000 ETF in Q2 2025, an estimated $842K increase.
  • Cedar Wealth Management's biggest Q2 2025 reduction was Philip Morris, cutting an estimated $9.35M.
  • Cedar Wealth Management fully exited ProShares UltraPro QQQ in Q2 2025, selling an estimated $549K.
  • Cedar Wealth Management's ten largest holdings make up 75% of its $295M portfolio in Q2 2025.
  • Cedar Wealth Management opened 43 new positions and closed 7 in Q2 2025.
  • Cedar Wealth Management's portfolio value rose 5% quarter-over-quarter to $295M.

Based on Cedar Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.