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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
+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
BLK icon
126
Blackrock
BLK
$164B
$45K 0.01%
42
– –
GDX icon
127
VanEck Gold Miners ETF
GDX
$23B
$43.7K 0.01%
509
-20
-4% -$1.58K
SOFI icon
128
SoFi Technologies
SOFI
$21.1B
$43.6K 0.01%
1,665
+235
+16% +$6.55K
ADP icon
129
Automatic Data Processing
ADP
$100B
$43K 0.01%
167
– –
RS icon
130
Reliance Steel & Aluminium
RS
$20.8B
$40.7K 0.01%
141
– –
CLOX icon
131
Panagram AAA CLO ETF
CLOX
$310M
$39.9K 0.01%
1,565
– –
VTV icon
132
Vanguard Value ETF
VTV
$189B
$37.8K 0.01%
198
– –
GOOG icon
133
Alphabet (Google) Class C
GOOG
$3.9T
$37.7K 0.01%
120
– –
VZ icon
134
Verizon
VZ
$194B
$34.2K 0.01%
841
– –
BIDU icon
135
Baidu
BIDU
$35.8B
$34K 0.01%
260
– –
ICE icon
136
Intercontinental Exchange
ICE
$82.4B
$33.7K 0.01%
208
– –
HOOD icon
137
Robinhood
HOOD
$85.2B
$32.3K 0.01%
286
+25
+10% +$3.25K
CRM icon
138
Salesforce
CRM
$134B
$31K 0.01%
117
-70
-37% -$17.4K
MCHP icon
139
Microchip Technology
MCHP
$42.8B
$29.8K 0.01%
468
-50
-10% -$3.08K
KLAC icon
140
KLA
KLAC
$275B
$26.7K 0.01%
220
– –
ETHV
141
VanEck Ethereum ETF
ETHV
$94.5M
$26.1K 0.01%
+600
New +$30.4K
DVN icon
142
Devon Energy
DVN
$51.9B
$25.9K 0.01%
707
+4
+0.6% +$140
XOM icon
143
ExxonMobil
XOM
$651B
$25.2K 0.01%
209
– –
PNNT
144
Pennant Park Investment Corp
PNNT
$215M
$23.5K 0.01%
3,940
– –
TMO icon
145
Thermo Fisher Scientific
TMO
$211B
$21.4K 0.01%
37
– –
BBBY
146
Bed Bath & Beyond
BBBY
$473M
$21.2K 0.01%
3,881
-24,292
-86% -$176K
MELI icon
147
Mercado Libre
MELI
$91.3B
$20.1K 0.01%
10
– –
VEA icon
148
Vanguard FTSE Developed Markets ETF
VEA
$226B
$19.9K 0.01%
318
– –
PAYX icon
149
Paychex
PAYX
$40.4B
$18.7K 0.01%
167
– –
APA icon
150
APA Corp
APA
$12.8B
$18.6K 0.01%
761
– –
4 5
6
7 8

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TCMNY
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SMG
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FMB
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LKIM
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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.