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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
COIN icon
151
Coinbase
COIN
$41.7B
$19.6K 0.01%
+58
New +$19.7K
BMNR
152
BitMine Immersion Technologies
BMNR
$9.52B
$19.2K 0.01%
+370
New +$18.7K
VEA icon
153
Vanguard FTSE Developed Markets ETF
VEA
$226B
$19.1K 0.01%
318
– –
APA icon
154
APA Corp
APA
$12.8B
$18.5K 0.01%
761
-7,963
-91% -$168K
ROP icon
155
Roper Technologies
ROP
$36.3B
$18.5K 0.01%
37
-14
-27% -$7.47K
TMO icon
156
Thermo Fisher Scientific
TMO
$211B
$17.9K 0.01%
37
– –
ELF icon
157
e.l.f. Beauty
ELF
$4.56B
$17.9K 0.01%
+135
New +$16.7K
IJH icon
158
iShares Core S&P Mid-Cap ETF
IJH
$123B
$17.1K 0.01%
262
– –
XLRE icon
159
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.69B
$16.8K 0.01%
398
– –
JPM icon
160
JPMorgan Chase
JPM
$939B
$16.1K ﹤0.01%
51
– –
PEP icon
161
PepsiCo
PEP
$186B
$15.3K ﹤0.01%
109
+47
+76% +$6.71K
ZH
162
Zhihu
ZH
$270M
$12.6K ﹤0.01%
2,483
– –
CSCO icon
163
Cisco
CSCO
$450B
$12.6K ﹤0.01%
184
+1
+0.5% +$68
CELH icon
164
Celsius Holdings
CELH
$6.93B
$11.9K ﹤0.01%
+207
New +$10.8K
EMXC icon
165
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
$10.6K ﹤0.01%
157
– –
BABA icon
166
Alibaba
BABA
$269B
$10.2K ﹤0.01%
57
– –
PG icon
167
Procter & Gamble
PG
$343B
$10K ﹤0.01%
65
– –
BBAI icon
168
BigBear.ai
BBAI
$1.32B
$9.94K ﹤0.01%
+1,525
New +$9.76K
BAC icon
169
Bank of America
BAC
$435B
$9.88K ﹤0.01%
191
– –
SMCI icon
170
Super Micro Computer
SMCI
$19.5B
$9.35K ﹤0.01%
+195
New +$9.31K
EDV icon
171
Vanguard World Funds Extended Duration ETF
EDV
$3.3B
$9.14K ﹤0.01%
134
+2
+2% +$132
GDV icon
172
Gabelli Dividend & Income Trust
GDV
$2.6B
$9.1K ﹤0.01%
336
+2
+0.6% +$53
JNJ icon
173
Johnson & Johnson
JNJ
$635B
$9.08K ﹤0.01%
49
-23
-32% -$3.94K
TSLA icon
174
Tesla
TSLA
$1.24T
$8.89K ﹤0.01%
20
-8
-29% -$2.77K
TT icon
175
Trane Technologies
TT
$106B
$8.86K ﹤0.01%
21
– –
5 6
7
8 9

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TCMNY
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MJP
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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.