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
+2.73%
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
$334M
AUM Growth
+$7.99M
Cap. Flow
+$689K
Cap. Flow %
0.21%
Top 10 Hldgs %
74.26%
Holding
255
New
11
Increased
25
Reduced
44
Closed
22

Top Buys

Rank Stock Value
1
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.53M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.09M
3
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$983K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$745K
5
POET icon
POET Technologies
POET
+$422K

Top Sells

Rank Stock Value
1
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$1.09M
2
PM icon
Philip Morris
PM
+$747K
3
NG icon
NovaGold Resources
NG
+$710K
4
MDLZ icon
Mondelez International
MDLZ
+$399K
5
PRGO icon
Perrigo
PRGO
+$367K

Sector Composition

Rank Sector Weight
1 Consumer Staples 5.66%
2 Technology 3.81%
3 Communication Services 2.04%
4 Consumer Discretionary 1.78%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FCX icon
51
Freeport-McMoran
FCX
$83.9B
$528K 0.16%
10,405
– –
LLY icon
52
Eli Lilly
LLY
$1.05T
$509K 0.15%
474
+211
+80% +$202K
EWA icon
53
iShares MSCI Australia ETF
EWA
$1.43B
$499K 0.15%
19,067
– –
TWLO icon
54
Twilio
TWLO
$31.4B
$464K 0.14%
3,260
-67
-2% -$8.3K
EWZ icon
55
iShares MSCI Brazil ETF
EWZ
$9.1B
$461K 0.14%
14,519
– –
VGSH icon
56
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$453K 0.14%
7,721
+45
+0.6% +$2.65K
RH icon
57
RH
RH
$3.56B
$434K 0.13%
2,422
-153
-6% -$26.2K
POET icon
58
POET Technologies
POET
$1.28B
$421K 0.13%
+66,555
New +$422K
XLV icon
59
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$410K 0.12%
2,647
– –
V icon
60
Visa
V
$682B
$403K 0.12%
1,149
– –
WDS icon
61
Woodside Energy
WDS
$41.3B
$397K 0.12%
25,468
-455
-2% -$7.24K
IWF icon
62
iShares Russell 1000 Growth ETF
IWF
$123B
$394K 0.12%
3,328
– –
SGOV icon
63
iShares 0-3 Month Treasury Bond ETF
SGOV
$97.5B
$365K 0.11%
3,632
– –
ONTO icon
64
Onto Innovation
ONTO
$13.9B
$359K 0.11%
+2,277
New +$323K
CVX icon
65
Chevron
CVX
$373B
$321K 0.1%
2,103
– –
EGO icon
66
Eldorado Gold
EGO
$7.28B
$291K 0.09%
8,100
– –
T icon
67
AT&T
T
$152B
$291K 0.09%
11,708
-187
-2% -$4.73K
TLT icon
68
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$278K 0.08%
3,195
– –
GLD icon
69
SPDR Gold Trust
GLD
$130B
$275K 0.08%
695
-120
-15% -$45.8K
DGRO icon
70
iShares Core Dividend Growth ETF
DGRO
$42.1B
$273K 0.08%
3,934
– –
CPRI icon
71
Capri Holdings
CPRI
$1.88B
$272K 0.08%
11,129
-2,963
-21% -$68.5K
VAL icon
72
Valaris
VAL
$5.3B
$268K 0.08%
5,308
+17
+0.3% +$912
DVY icon
73
iShares Select Dividend ETF
DVY
$23.8B
$260K 0.08%
1,840
– –
VGT icon
74
Vanguard Information Technology ETF
VGT
$139B
$251K 0.08%
2,664
– –
MU icon
75
Micron Technology
MU
$959B
$244K 0.07%
855
– –
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 Q4 2025 Portfolio in Review

As of Q4 2025, Cedar Wealth Management held 255 positions worth $334M, up 2.4% from $326M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Cedar Wealth Management's Q4 2025 filing shows 11 new, 25 increased, 44 reduced and 22 closed positions. Its largest new stake was Vanguard Russell 1000 Growth ETF: 6,109 shares worth $744K. The largest sale was Invesco S&P 500 GARP ETF, an estimated $1.09M.

By sector, the portfolio is most concentrated in Consumer Staples at 5.7% of assets, down from 6.7% a quarter earlier, followed by Technology and Communication Services.

  • Cedar Wealth Management's largest Q4 2025 buy was Vanguard Russell 1000 Growth ETF: 6,109 shares worth $744K.
  • Cedar Wealth Management added most to Invesco S&P 500 Top 50 ETF in Q4 2025, an estimated $1.53M increase.
  • Cedar Wealth Management's biggest Q4 2025 reduction was Invesco S&P 500 GARP ETF, cutting an estimated $1.09M.
  • Cedar Wealth Management fully exited Perrigo in Q4 2025, selling an estimated $367K.
  • Cedar Wealth Management's ten largest holdings make up 74% of its $334M portfolio in Q4 2025.
  • Cedar Wealth Management opened 11 new positions and closed 22 in Q4 2025.
  • Cedar Wealth Management's portfolio value rose 2.4% quarter-over-quarter to $334M.

Based on Cedar Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.