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CWM

Cedar Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
+6.98%
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
$326M
AUM Growth
+$31.1M
Cap. Flow
+$12.3M
Cap. Flow %
3.77%
Top 10 Hldgs %
74.3%
Holding
254
New
24
Increased
37
Reduced
47
Closed
10

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.37M
2
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$3.53M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.85M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$1.02M
5
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$612K

Top Sells

Rank Stock Value
1
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$635K
2
PM icon
Philip Morris
PM
+$617K
3
NG icon
NovaGold Resources
NG
+$532K
4
MO icon
Altria Group
MO
+$354K
5
AVGO icon
Broadcom
AVGO
+$313K

Sector Composition

Rank Sector Weight
1 Consumer Staples 6.66%
2 Technology 3.51%
3 Consumer Discretionary 1.85%
4 Communication Services 1.71%
5 Materials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SDRL icon
51
Seadrill
SDRL
$2.7B
$465K 0.14%
15,380
– –
VGSH icon
52
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$452K 0.14%
7,676
+47
+0.6% +$2.76K
EWZ icon
53
iShares MSCI Brazil ETF
EWZ
$9.1B
$450K 0.14%
14,519
– –
B
54
Barrick Mining
B
$58.5B
$434K 0.13%
13,240
– –
HIMS icon
55
Hims & Hers Health
HIMS
$7.6B
$422K 0.13%
7,446
– –
FCX icon
56
Freeport-McMoran
FCX
$83.9B
$408K 0.13%
+10,405
New +$451K
AMPL icon
57
Amplitude
AMPL
$1.27B
$401K 0.12%
37,415
– –
V icon
58
Visa
V
$682B
$392K 0.12%
1,149
+88
+8% +$30.5K
WDS icon
59
Woodside Energy
WDS
$41.3B
$390K 0.12%
25,923
– –
IWF icon
60
iShares Russell 1000 Growth ETF
IWF
$123B
$390K 0.12%
3,328
– –
XLV icon
61
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$368K 0.11%
2,647
– –
PRGO icon
62
Perrigo
PRGO
$1.48B
$367K 0.11%
16,470
– –
SGOV icon
63
iShares 0-3 Month Treasury Bond ETF
SGOV
$97.5B
$366K 0.11%
+3,632
New +$365K
T icon
64
AT&T
T
$152B
$336K 0.1%
11,895
– –
TWLO icon
65
Twilio
TWLO
$31.4B
$333K 0.1%
3,327
– –
CVX icon
66
Chevron
CVX
$373B
$327K 0.1%
2,103
+130
+7% +$20.1K
NLY icon
67
Annaly Capital Management
NLY
$16.9B
$297K 0.09%
14,715
– –
ARDC
68
Are Dynamic Credit Allocation Fund
ARDC
$299M
$294K 0.09%
20,927
+761
+4% +$11K
GLD icon
69
SPDR Gold Trust
GLD
$130B
$290K 0.09%
815
– –
TLT icon
70
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$286K 0.09%
3,195
+2
+0.1% +$175
CPRI icon
71
Capri Holdings
CPRI
$1.88B
$281K 0.09%
14,092
– –
VRT icon
72
Vertiv
VRT
$111B
$275K 0.08%
+1,826
New +$244K
DGRO icon
73
iShares Core Dividend Growth ETF
DGRO
$42.1B
$268K 0.08%
3,934
– –
DVY icon
74
iShares Select Dividend ETF
DVY
$23.8B
$261K 0.08%
1,840
-104
-5% -$14.4K
VAL icon
75
Valaris
VAL
$5.3B
$258K 0.08%
5,291
– –
1 2
3
4 5

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Long Walk Management Greenwich, Connecticut $344M AUM 44.86% 1-Year Est. Return
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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 Q3 2025 Portfolio in Review

As of Q3 2025, Cedar Wealth Management held 254 positions worth $326M, up 11% from $295M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Cedar Wealth Management deployed $12.3M of net new capital in Q3 2025, opening 24 new positions and adding to 37 existing holdings. Its largest new stake was iShares MSCI USA Quality GARP ETF: 9,805 shares worth $644K.

By sector, the portfolio is most concentrated in Consumer Staples at 6.7% of assets, down from 8.1% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Invesco S&P 500 GARP ETF, an estimated $635K trimmed.

  • Cedar Wealth Management's largest Q3 2025 buy was iShares MSCI USA Quality GARP ETF: 9,805 shares worth $644K.
  • Cedar Wealth Management added most to Schwab US Dividend Equity ETF in Q3 2025, an estimated $4.37M increase.
  • Cedar Wealth Management's biggest Q3 2025 reduction was Invesco S&P 500 GARP ETF, cutting an estimated $635K.
  • Cedar Wealth Management fully exited AstraZeneca in Q3 2025, selling an estimated $37.3K.
  • Cedar Wealth Management's ten largest holdings make up 74% of its $326M portfolio in Q3 2025.
  • Cedar Wealth Management opened 24 new positions and closed 10 in Q3 2025.
  • Cedar Wealth Management's portfolio value rose 11% quarter-over-quarter to $326M.

Based on Cedar Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.