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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
PRU icon
201
Prudential Financial
PRU
$41.7B
$5.32K ﹤0.01%
51
– –
WMB icon
202
Williams Companies
WMB
$90.5B
$5.31K ﹤0.01%
84
– –
NEE icon
203
NextEra Energy
NEE
$187B
$5.26K ﹤0.01%
70
– –
KMI icon
204
Kinder Morgan
KMI
$73.1B
$5.13K ﹤0.01%
181
+2
+1% +$55
BX icon
205
Blackstone
BX
$104B
$5.13K ﹤0.01%
30
– –
CSX icon
206
CSX Corp
CSX
$98.6B
$5.11K ﹤0.01%
144
– –
C icon
207
Citigroup
C
$222B
$4.96K ﹤0.01%
49
– –
SYF icon
208
Synchrony
SYF
$23.7B
$4.83K ﹤0.01%
68
– –
SOUN icon
209
SoundHound AI
SOUN
$2.68B
$4.82K ﹤0.01%
+300
New +$3.98K
BSX icon
210
Boston Scientific
BSX
$65.8B
$4.69K ﹤0.01%
48
– –
KR icon
211
Kroger
KR
$34.8B
$4.44K ﹤0.01%
66
– –
HON icon
212
Honeywell
HON
$77.1B
$4.42K ﹤0.01%
22
– –
JOBY icon
213
Joby Aviation
JOBY
$6.82B
$4.28K ﹤0.01%
+265
New +$4.03K
MPC icon
214
Marathon Petroleum
MPC
$90.3B
$4.24K ﹤0.01%
22
– –
MMM icon
215
3M
MMM
$89B
$4.12K ﹤0.01%
27
– –
ITW icon
216
Illinois Tool Works
ITW
$81.4B
$3.91K ﹤0.01%
15
– –
VLO icon
217
Valero Energy
VLO
$89.8B
$3.58K ﹤0.01%
21
– –
KHC icon
218
Kraft Heinz
KHC
$30.4B
$3.54K ﹤0.01%
136
– –
BMY icon
219
Bristol-Myers Squibb
BMY
$127B
$3.21K ﹤0.01%
71
+1
+1% +$47
TSN icon
220
Tyson Foods
TSN
$20.2B
$3.2K ﹤0.01%
59
– –
CEG icon
221
Constellation Energy
CEG
$98B
$2.96K ﹤0.01%
9
– –
CRWD icon
222
CrowdStrike
CRWD
$187B
$2.94K ﹤0.01%
24
– –
D icon
223
Dominion Energy
D
$62.5B
$2.63K ﹤0.01%
43
– –
MRNA icon
224
Moderna
MRNA
$21.5B
$2.58K ﹤0.01%
100
-190
-66% -$5.3K
UPS icon
225
United Parcel Service
UPS
$97.6B
$2.56K ﹤0.01%
31
– –
7 8
9
10 11

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TCMNY
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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.