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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
+0.78%
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
$281M
AUM Growth
+$4.54M
Cap. Flow
+$5.73M
Cap. Flow %
2.04%
Top 10 Hldgs %
75.82%
Holding
204
New
12
Increased
19
Reduced
22
Closed
10

Top Buys

Rank Stock Value
1
CLOZ icon
Panagram BBB-B CLO ETF
CLOZ
+$2.4M
2
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$2.26M
3
NEM icon
Newmont
NEM
+$1.35M
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$1.21M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.06M

Top Sells

Rank Stock Value
1
BTAL icon
AGF US Market Neutral Anti-Beta Fund
BTAL
+$1.69M
2
PM icon
Philip Morris
PM
+$1.03M
3
MO icon
Altria Group
MO
+$993K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$766K
5
GLBE icon
Global E Online
GLBE
+$618K

Sector Composition

Rank Sector Weight
1 Consumer Staples 11.11%
2 Technology 2.7%
3 Consumer Discretionary 2.05%
4 Materials 1.35%
5 Communication Services 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRWD icon
176
CrowdStrike
CRWD
$187B
$2.12K ﹤0.01%
24
– –
SPGI icon
177
S&P Global
SPGI
$126B
$2.03K ﹤0.01%
4
– –
XLE icon
178
State Street Energy Select Sector SPDR ETF
XLE
$39.7B
$1.87K ﹤0.01%
40
– –
STZ icon
179
Constellation Brands
STZ
$22.2B
$1.83K ﹤0.01%
10
– –
CEG icon
180
Constellation Energy
CEG
$98B
$1.81K ﹤0.01%
9
– –
TSLQ icon
181
Tradr TSLA Bear Daily ETF
TSLQ
$142M
$1.74K ﹤0.01%
13
– –
XOM icon
182
ExxonMobil
XOM
$651B
$1.43K ﹤0.01%
12
– –
TEAM icon
183
Atlassian
TEAM
$22B
$1.27K ﹤0.01%
6
– –
ANET icon
184
Arista Networks
ANET
$219B
$1.24K ﹤0.01%
16
– –
EXC icon
185
Exelon
EXC
$48.6B
$1.01K ﹤0.01%
22
– –
VALE icon
186
Vale
VALE
$62.9B
$998 ﹤0.01%
100
– –
MGM icon
187
MGM Resorts International
MGM
$11.7B
$978 ﹤0.01%
33
– –
VOYA icon
188
Voya Financial
VOYA
$8.94B
$949 ﹤0.01%
14
– –
SWKS icon
189
Skyworks Solutions
SWKS
$9.06B
$905 ﹤0.01%
14
-134
-91% -$10.2K
CE icon
190
Celanese
CE
$5.09B
$795 ﹤0.01%
14
– –
PG icon
191
Procter & Gamble
PG
$343B
$682 ﹤0.01%
4
– –
TTD icon
192
Trade Desk
TTD
$8.13B
$657 ﹤0.01%
12
– –
DIS icon
193
Walt Disney
DIS
$165B
$494 ﹤0.01%
5
– –
NEE icon
194
NextEra Energy
NEE
$187B
$425 ﹤0.01%
6
– –
BTAL icon
195
AGF US Market Neutral Anti-Beta Fund
BTAL
$305M
– –
-91,441
Closed -$1.69M
CFLT
196
DELISTED
Confluent
CFLT
– –
-16,367
Closed -$458K
EFAV icon
197
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.22B
– –
-261
Closed -$18.5K
GILD icon
198
Gilead Sciences
GILD
$161B
– –
-160
Closed -$14.8K
MPLX icon
199
MPLX
MPLX
$59.5B
– –
-754
Closed -$36.1K
NIE
200
Virtus Equity & Convertible Income Fund
NIE
$718M
– –
-79
Closed -$1.95K
5 6 7
8
9

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TCMNY
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MJP
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SMG
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FMB
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LKIM
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Cedar Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Cedar Wealth Management held 204 positions worth $281M, up 1.6% from $277M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Cedar Wealth Management's Q1 2025 filing shows 12 new, 19 increased, 22 reduced and 10 closed positions. Its largest new stake was Panagram BBB-B CLO ETF: 88,858 shares worth $2.36M. The largest sale was AGF US Market Neutral Anti-Beta Fund, an estimated $1.69M.

By sector, the portfolio is most concentrated in Consumer Staples at 11% of assets, up from 9.7% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Cedar Wealth Management's largest Q1 2025 buy was Panagram BBB-B CLO ETF: 88,858 shares worth $2.36M.
  • Cedar Wealth Management added most to Invesco S&P 500 Top 50 ETF in Q1 2025, an estimated $2.26M increase.
  • Cedar Wealth Management's biggest Q1 2025 reduction was Philip Morris, cutting an estimated $1.03M.
  • Cedar Wealth Management fully exited AGF US Market Neutral Anti-Beta Fund in Q1 2025, selling an estimated $1.69M.
  • Cedar Wealth Management's ten largest holdings make up 76% of its $281M portfolio in Q1 2025.
  • Cedar Wealth Management opened 12 new positions and closed 10 in Q1 2025.
  • Cedar Wealth Management's portfolio value rose 1.6% quarter-over-quarter to $281M.

Based on Cedar Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.