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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
+8.73%
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
$295M
AUM Growth
+$14.2M
Cap. Flow
-$8.44M
Cap. Flow %
-2.86%
Top 10 Hldgs %
75.05%
Holding
237
New
43
Increased
44
Reduced
24
Closed
7

Top Buys

Rank Stock Value
1
IWV icon
iShares Russell 3000 ETF
IWV
+$842K
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$685K
3
IWM icon
iShares Russell 2000 ETF
IWM
+$593K
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$560K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$517K

Top Sells

Rank Stock Value
1
PM icon
Philip Morris
PM
+$9.35M
2
NEM icon
Newmont
NEM
+$1.37M
3
B
Barrick Mining
B
+$1.01M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$549K
5
BABA icon
Alibaba
BABA
+$545K

Sector Composition

Rank Sector Weight
1 Consumer Staples 8.06%
2 Technology 3.18%
3 Consumer Discretionary 1.96%
4 Communication Services 1.51%
5 Financials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MPC icon
201
Marathon Petroleum
MPC
$90.3B
$3.65K ﹤0.01%
22
– –
GLOB icon
202
Globant
GLOB
$1.35B
$3.63K ﹤0.01%
40
– –
KHC icon
203
Kraft Heinz
KHC
$30.4B
$3.51K ﹤0.01%
+136
New +$3.77K
IEP icon
204
Icahn Enterprises
IEP
$5.17B
$3.38K ﹤0.01%
420
– –
TSN icon
205
Tyson Foods
TSN
$20.2B
$3.3K ﹤0.01%
+59
New +$3.39K
BMY icon
206
Bristol-Myers Squibb
BMY
$127B
$3.25K ﹤0.01%
+70
New +$3.44K
UPS icon
207
United Parcel Service
UPS
$97.6B
$3.1K ﹤0.01%
+31
New +$3.05K
CRWD icon
208
CrowdStrike
CRWD
$187B
$3.06K ﹤0.01%
24
– –
ALC icon
209
Alcon
ALC
$33.1B
$2.91K ﹤0.01%
33
– –
CEG icon
210
Constellation Energy
CEG
$98B
$2.9K ﹤0.01%
9
– –
VLO icon
211
Valero Energy
VLO
$89.8B
$2.82K ﹤0.01%
21
– –
D icon
212
Dominion Energy
D
$62.5B
$2.43K ﹤0.01%
+43
New +$2.36K
GPN icon
213
Global Payments
GPN
$22.1B
$2.4K ﹤0.01%
30
– –
AIG icon
214
American International
AIG
$41.9B
$2.4K ﹤0.01%
28
– –
PSLV icon
215
Sprott Physical Silver Trust
PSLV
$11.9B
$2.24K ﹤0.01%
183
– –
SPGI icon
216
S&P Global
SPGI
$126B
$2.11K ﹤0.01%
4
– –
TMUS icon
217
T-Mobile US
TMUS
$193B
$1.91K ﹤0.01%
8
– –
XLE icon
218
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$1.7K ﹤0.01%
40
– –
ANET icon
219
Arista Networks
ANET
$219B
$1.64K ﹤0.01%
16
– –
STZ icon
220
Constellation Brands
STZ
$22.2B
$1.63K ﹤0.01%
10
– –
XOM icon
221
ExxonMobil
XOM
$651B
$1.29K ﹤0.01%
12
– –
TEAM icon
222
Atlassian
TEAM
$22B
$1.22K ﹤0.01%
6
– –
MGM icon
223
MGM Resorts International
MGM
$11.7B
$1.14K ﹤0.01%
33
– –
SWKS icon
224
Skyworks Solutions
SWKS
$9.06B
$1.04K ﹤0.01%
14
– –
VOYA icon
225
Voya Financial
VOYA
$8.94B
$994 ﹤0.01%
14
– –
6 7 8
9
10

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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 Q2 2025 Portfolio in Review

As of Q2 2025, Cedar Wealth Management held 237 positions worth $295M, up 5% from $281M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Cedar Wealth Management's Q2 2025 filing shows 43 new, 44 increased, 24 reduced and 7 closed positions. Its largest new stake was iShares MSCI Brazil ETF: 14,519 shares worth $419K. The largest sale was Philip Morris, an estimated $9.35M.

By sector, the portfolio is most concentrated in Consumer Staples at 8.1% of assets, down from 11% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Cedar Wealth Management's largest Q2 2025 buy was iShares MSCI Brazil ETF: 14,519 shares worth $419K.
  • Cedar Wealth Management added most to iShares Russell 3000 ETF in Q2 2025, an estimated $842K increase.
  • Cedar Wealth Management's biggest Q2 2025 reduction was Philip Morris, cutting an estimated $9.35M.
  • Cedar Wealth Management fully exited ProShares UltraPro QQQ in Q2 2025, selling an estimated $549K.
  • Cedar Wealth Management's ten largest holdings make up 75% of its $295M portfolio in Q2 2025.
  • Cedar Wealth Management opened 43 new positions and closed 7 in Q2 2025.
  • Cedar Wealth Management's portfolio value rose 5% quarter-over-quarter to $295M.

Based on Cedar Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.