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Asset Manager ← All Institutions

Cedar Wealth Management, LLC

Q2 2025 · Filed 2025-08-08
Market Value
$295M
+5.5%
Holdings
233
+35
New Purchases
44
Added To
43
Closed
6
Reduced
23
Top 10 Concentration
75.2%
Turnover
21.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTI 20.75% 19.79% +0.96% $61M
XLG 8.44% 7.68% +0.76% $25M
ESGV 7.54% 7.10% +0.43% $22M
IWV 2.15% 1.76% +0.39% $6M
IDHQ 8.76% 8.38% +0.38% $26M
GOOGL 0.97% 0.66% +0.30% $3M
NVDA 0.78% 0.55% +0.23% $2M
IWM 0.31% 0.09% +0.22% $902K
ICLO 0.60% 0.43% +0.17% $2M
NG 0.37% 0.21% +0.16% $1M
EWZ 0.14% 0.00% +0.14% $419K
MSFT 0.72% 0.58% +0.14% $2M
HIMS 0.13% 0.00% +0.13% $371K
VOO 1.59% 1.47% +0.12% $5M
DFAC 3.68% 3.57% +0.11% $11M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PM 4.86% 7.56% -2.70% $14M
SCHD 11.56% 12.68% -1.12% $34M
NEM 0.10% 0.53% -0.43% $297K
MO 1.89% 2.14% -0.25% $6M
BABA 0.00% 0.22% -0.22% $6K
TQQQ 0.00% 0.20% -0.20% $0
ADBE 0.10% 0.22% -0.12% $280K
GO 0.00% 0.10% -0.10% $0
YNDX 0.00% 0.08% -0.08% $0
GUNR 0.15% 0.23% -0.08% $442K
JNJ 0.00% 0.08% -0.08% $11K
PRGO 0.15% 0.22% -0.07% $440K
MDLZ 1.13% 1.20% -0.07% $3M
GLD 0.08% 0.15% -0.06% $248K
PLD 0.02% 0.07% -0.06% $54K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 53 $99M 33.6%
Large Cap 125 $136M 46.2%
Mid Cap 31 $24M 8.0%
Small Cap 18 $35M 11.7%
Micro Cap 6 $1M 0.4%

Portfolio Analytics

Avg Market Cap
$263.6B
Median Market Cap
$52.7B
Avg P/E
33.8
Median P/E
24.3
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
162
# ETFs / Funds
71

Top Holdings (233 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTI 20.75% 201,071 $61M $303.93 $6M
2 SCHD 11.56% 1,285,407 $34M $26.50 -$1M +18,876 +1.5%
3 IDHQ 8.76% 782,599 $26M $32.98 $2M +579 +0.1%
4 XLG 8.44% 477,174 $25M $52.10 $3M +10,869 +2.3%
5 ESGV 7.54% 202,551 $22M $109.64 $2M
6 SPGP 5.21% 142,405 $15M $107.70 $952K -1,623 -1.1%
7 PM 4.86% 78,516 $14M $182.13 -$7M -54,463 -41.0%
8 DFAC 3.68% 302,298 $11M $35.84 $862K
9 SPHQ 2.29% 94,502 $7M $71.26 $428K -562 -0.6%
10 IWV 2.15% 18,025 $6M $351.00 $1M +2,591 +16.8%
11 MO 1.89% 94,920 $6M $58.63 -$403K -4,522 -4.5%
12 VGK 1.75% 66,595 $5M $77.50 $486K +1
13 VOO 1.59% 8,268 $5M $568.01 $580K +258 +3.2%
14 AMZN 1.14% 15,327 $3M $219.39 $456K +48 +0.3%
15 MDLZ 1.13% 49,293 $3M $67.44 -$20K
16 GOOGL 0.97% 16,183 $3M $176.23 $997K +4,187 +34.9%
17 CLOZ 0.86% 94,596 $3M $26.74 $169K +5,738 +6.5%
18 NVDA 0.78% 14,472 $2M $157.99 $760K +391 +2.8%
19 MSFT 0.72% 4,259 $2M $497.46 $505K -38 -0.9%
20 EWJ 0.67% 26,231 $2M $74.97 $168K
21 ICLO 0.60% 69,152 $2M $25.56 $565K +21,989 +46.6%
22 AAPL 0.54% 7,760 $2M $205.18 $8K +630 +8.8%
23 USB 0.50% 32,517 $1M $45.25 $102K +77 +0.2%
24 OEF 0.49% 4,784 $1M $304.32 $160K
25 QQQ 0.49% 2,616 $1M $551.71 $240K +50 +1.9%
26 HYGV 0.43% 30,724 $1M $41.03 $20K +11 +0.0%
27 META 0.40% 1,580 $1M $738.09 $262K +11 +0.7%
28 EUDG 0.37% 31,134 $1M $34.79 $69K
29 NG 0.37% 263,439 $1M $4.09 $500K +65,573 +33.1%
30 EWC 0.32% 20,666 $955K $46.20 $113K
31 HEFA 0.32% 24,812 $942K $37.96 $41K
32 IWM 0.31% 4,178 $902K $215.79 $656K +2,946 +239.1%
33 RSP 0.29% 4,624 $840K $181.76 $137K +562 +13.8%
34 IAU 0.28% 13,365 $833K $62.36 $50K +78 +0.6%
35 EEM 0.27% 16,379 $790K $48.24 $74K
36 AVGO 0.26% 2,820 $777K $275.65 $305K
37 QDF 0.25% 9,967 $729K $73.18 $48K
38 QDEF 0.24% 9,576 $709K $74.05 $40K
39 VYM 0.22% 4,798 $640K $133.31 $21K
40 BRK-B 0.20% 1,212 $589K $485.77 -$41K +29 +2.5%
41 ASML 0.19% 715 $573K $801.39 $99K
42 GLBE 0.18% 16,006 $537K $33.54 -$34K
43 F-PD 0.18% 47,978 $521K $10.85 $39K
44 EWA 0.17% 19,067 $502K $26.32 $55K
45 RIG 0.17% 190,028 $492K $2.59 $97K +65,486 +52.6%
46 AMPL 0.16% 37,415 $464K $12.40 $83K
47 RH 0.16% 2,422 $458K $189.01 $171K +1,200 +98.2%
48 VGSH 0.15% 7,629 $448K $58.78 $4K +48 +0.6%
49 OXY 0.15% 10,576 $444K $42.01 -$78K
50 GUNR 0.15% 11,009 $442K $40.11 -$199K -5,504 -33.3%
51 PRGO 0.15% 16,470 $440K $26.72 -$176K -5,496 -25.0%
52 EWZ 0.14% 14,519 $419K $28.85 +14,519 NEW
53 TWLO 0.14% 3,327 $414K $124.36 $88K
54 WDS 0.14% 25,923 $400K $15.43 $24K
55 V 0.13% 1,061 $377K $355.05 $5K
56 HIMS 0.13% 7,446 $371K $49.85 +7,446 NEW
57 XLV 0.12% 2,647 $357K $134.79 -$30K
58 IWF 0.12% 832 $353K $424.79 $53K
59 T 0.12% 11,895 $344K $28.94 $8K
60 NEM 0.10% 5,098 $297K $58.26 -$1M -25,589 -83.4%
61 ARDC 0.10% 20,166 $287K $14.22 -$68K -4,961 -19.7%
62 CVX 0.10% 1,973 $283K $143.21 -$43K +28 +1.4%
63 TLT 0.10% 3,193 $282K $88.25 $15K +267 +9.1%
64 ADBE 0.10% 724 $280K $386.88 -$324K -851 -54.0%
65 B 0.09% 13,240 $276K $20.82 +13,240 NEW
66 DVY 0.09% 1,944 $258K $132.81 -$3K
67 EGO 0.09% 12,600 $256K $20.34 -$46K -5,400 -30.0%
68 NOW 0.09% 249 $256K $1,028.08 $58K
69 DGRO 0.09% 3,934 $252K $63.94 $8K
70 CPRI 0.08% 14,092 $249K $17.70 -$29K
71 GLD 0.08% 815 $248K $304.83 -$166K -622 -43.3%
72 SBUX 0.08% 2,556 $234K $91.63 -$17K
73 XT 0.08% 3,445 $225K $65.25 $26K
74 STKL 0.08% 38,604 $224K $5.80 $36K
75 VAL 0.08% 5,291 $223K $42.11 +5,291 NEW
76 VGT 0.07% 333 $221K $663.28 $40K
77 LDUR 0.07% 2,270 $218K $95.81 -$10K -100 -4.2%
78 NE 0.07% 8,035 $213K $26.55 +8,035 NEW
79 LLY 0.07% 266 $207K $779.53 -$7K +7 +2.7%
80 VIGI 0.07% 2,168 $195K $90.12 $11K -60 -2.7%
81 HTGC 0.06% 9,759 $178K $18.28 -$9K
82 OSTK 0.06% 25,612 $176K $6.88 $28K
83 APA 0.05% 8,724 $160K $18.29 -$8K +761 +9.6%
84 COST 0.05% 155 $154K $992.39 $19K +13 +9.2%
85 SPY 0.05% 227 $140K $617.85 $13K
86 DFAX 0.05% 4,709 $138K $29.37 $15K
87 PFE 0.05% 5,600 $136K $24.24 -$4K +81 +1.5%
88 ACWI 0.04% 965 $124K $128.60 $12K
89 MPLX 0.04% 2,300 $118K $51.51 +2,300 NEW
90 NKE 0.04% 1,567 $111K $71.05 $12K
91 MU 0.04% 855 $105K $123.25 $99K +786 +1139.1%
92 MRK 0.04% 1,318 $104K $79.18 -$9K +54 +4.3%
93 ARCC 0.03% 4,302 $94K $21.96 -$860
94 AMD 0.03% 656 $93K $141.90 $46K +200 +43.9%
95 MSOS 0.03% 36,632 $88K $2.41 -$7K
96 VWO 0.03% 1,780 $88K $49.46 $7K
97 HD 0.03% 226 $83K $366.93 $34
98 WMT 0.03% 824 $81K $97.78 $21K +146 +21.5%
99 SPHD 0.03% 1,610 $77K $47.56 -$4K
100 CRON 0.02% 37,935 $72K $1.91 $4K

New Positions

SymbolValue% Port
EWZ $419K 0.14%
HIMS $371K 0.13%
B $276K 0.09%
VAL $223K 0.08%
NE $213K 0.07%
MPLX $118K 0.04%
FBTC $58K 0.02%
IEF $57K 0.02%
IEI $51K 0.02%
BSV $45K 0.02%
VTV $35K 0.01%
VZ $24K 0.01%
CLOX $20K 0.01%
SPEM $18K 0.01%
VEA $18K 0.01%

Sold Out Positions

SymbolValue% Port
PINS —%
EMR —%
GO —%
ROKU —%
TQQQ —%
YNDX —%
View SEC EDGAR Filings for Cedar Wealth Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms