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CWM

Cedar Wealth Management Portfolio holdings

AUM $389M
1-Year Est. Return 25.02%
This Fund
S&P 500
This Quarter Est. Return
+2.73%
1 Year Est. Return
+25.02%
3 Year Est. Return
+68.12%
5 Year Est. Return
+63.29%
10 Year Est. Return
+127.28%
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 Miscellaneous 83.37%
2 Consumer Staples 5.66%
3 Technology 3.81%
4 Communication Services 2.04%
5 Consumer Discretionary 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRK icon
101
Merck
MRK
$371B
$98.4K 0.03%
935
-239
-20% -$22.4K
HIMS icon
102
Hims & Hers Health
HIMS
$6.47B
$96.8K 0.03%
2,982
-4,464
-60% -$191K
VWO icon
103
Vanguard FTSE Emerging Markets ETF
VWO
$129B
$95.7K 0.03%
1,780
– –
WMT icon
104
Walmart Inc
WMT
$850B
$91.8K 0.03%
824
– –
XLK icon
105
State Street Technology Select Sector SPDR ETF
XLK
$122B
$91.7K 0.03%
+637
New +$92K
IDV icon
106
iShares International Select Dividend ETF
IDV
$8.77B
$82.1K 0.02%
2,081
– –
ABBV icon
107
AbbVie
ABBV
$453B
$81.2K 0.02%
356
– –
LRCX icon
108
Lam Research
LRCX
$385B
$80.5K 0.02%
470
– –
HD icon
109
Home Depot
HD
$320B
$77.8K 0.02%
226
– –
SPHD icon
110
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.43B
$77.3K 0.02%
1,610
– –
AMAT icon
111
Applied Materials
AMAT
$361B
$68K 0.02%
265
-92
-26% -$22.1K
ARCC icon
112
Ares Capital
ARCC
$14.4B
$66.8K 0.02%
3,302
-1,000
-23% -$20.2K
NKE icon
113
Nike
NKE
$57B
$59.9K 0.02%
940
-439
-32% -$28.6K
ETN icon
114
Eaton
ETN
$160B
$59.6K 0.02%
187
– –
VRT icon
115
Vertiv
VRT
$108B
$59K 0.02%
364
-1,462
-80% -$254K
IEF icon
116
iShares 7-10 Year Treasury Bond ETF
IEF
$42.1B
$57.3K 0.02%
595
– –
KVUE icon
117
Kenvue
KVUE
$36B
$56.1K 0.02%
3,252
– –
HYUP icon
118
Xtrackers High Beta High Yield Bond ETF
HYUP
$47.3M
$54.8K 0.02%
1,300
– –
DG icon
119
Dollar General
DG
$29.4B
$54.3K 0.02%
409
-100
-20% -$11.2K
ARDC
120
Are Dynamic Credit Allocation Fund
ARDC
$295M
$53.5K 0.02%
4,026
-16,901
-81% -$229K
IEI icon
121
iShares 3-7 Year Treasury Bond ETF
IEI
$17.5B
$51K 0.02%
427
– –
PGX icon
122
Invesco Preferred ETF
PGX
$3.7B
$49.8K 0.01%
4,429
– –
TSM icon
123
TSMC
TSM
$2.22T
$49.2K 0.01%
162
+28
+21% +$8.22K
ITB icon
124
iShares US Home Construction ETF
ITB
$2.27B
$45.9K 0.01%
477
– –
BSV icon
125
Vanguard Short-Term Bond ETF
BSV
$46.5B
$45.9K 0.01%
582
– –
3 4
5
6 7

Similar funds

TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
SCA
St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $389M AUM 23.23% 1-Year Est. Return
MA
MSA Advisors Santa Monica, California $389M AUM 13.76% 1-Year Est. Return
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey $389M AUM 49.94% 1-Year Est. Return
KFSC
Keystone Financial Services (Colorado) Loveland, Colorado $388M AUM 23.39% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $390M AUM 21.29% 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 Miscellaneous at 83% of assets, up from 83% a quarter earlier, followed by Consumer Staples and Technology.

  • 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.