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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
RTX icon
176
RTX Corp
RTX
$287B
$8.64K ﹤0.01%
52
– –
ACHR icon
177
Archer Aviation
ACHR
$3.64B
$8.62K ﹤0.01%
+900
New +$8.91K
INTC icon
178
Intel
INTC
$466B
$8.48K ﹤0.01%
253
-531
-68% -$12.9K
INTU icon
179
Intuit
INTU
$81.1B
$8.2K ﹤0.01%
12
– –
XSLV icon
180
Invesco S&P SmallCap Low Volatility ETF
XSLV
$249M
$7.73K ﹤0.01%
167
– –
CVS icon
181
CVS Health
CVS
$137B
$7.58K ﹤0.01%
101
-6
-6% -$411
NFLX icon
182
Netflix
NFLX
$292B
$7.19K ﹤0.01%
60
– –
VST icon
183
Vistra
VST
$55.1B
$7.16K ﹤0.01%
37
– –
AEP icon
184
American Electric Power
AEP
$73.7B
$7.11K ﹤0.01%
63
– –
FUBO icon
185
FuboTV Inc
FUBO
$245M
$7.05K ﹤0.01%
+142
New +$6.44K
IBIT icon
186
iShares Bitcoin Trust
IBIT
$47.2B
$6.83K ﹤0.01%
+105
New +$6.83K
AME icon
187
Ametek
AME
$55.5B
$6.77K ﹤0.01%
36
– –
PLD icon
188
Prologis
PLD
$138B
$6.75K ﹤0.01%
59
-458
-89% -$50.3K
JIG icon
189
JPMorgan International Growth ETF
JIG
$468M
$6.6K ﹤0.01%
88
– –
MCD icon
190
McDonald's
MCD
$188B
$6.6K ﹤0.01%
22
– –
AMLP icon
191
Alerian MLP ETF
AMLP
$13B
$6.57K ﹤0.01%
140
+3
+2% +$145
ED icon
192
Consolidated Edison
ED
$41.6B
$6.45K ﹤0.01%
64
– –
IBM icon
193
IBM
IBM
$202B
$6.42K ﹤0.01%
23
– –
NVS icon
194
Novartis
NVS
$295B
$6.41K ﹤0.01%
50
-167
-77% -$20.4K
AMP icon
195
Ameriprise Financial
AMP
$46.8B
$6.39K ﹤0.01%
13
-7
-35% -$3.59K
PYPL icon
196
PayPal
PYPL
$49.5B
$6.04K ﹤0.01%
+90
New +$6.34K
UNH icon
197
UnitedHealth
UNH
$382B
$5.98K ﹤0.01%
17
-2
-11% -$605
JEF icon
198
Jefferies Financial Group
JEF
$12.9B
$5.77K ﹤0.01%
88
– –
DE icon
199
Deere & Co
DE
$170B
$5.49K ﹤0.01%
12
– –
KO icon
200
Coca-Cola
KO
$354B
$5.45K ﹤0.01%
82
– –
6 7
8
9 10

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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 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.