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Asset Manager ← All Institutions

Cedar Wealth Management, LLC

Q4 2025 · Filed 2026-02-06
Market Value
$334M
+2.5%
Holdings
251
+2
New Purchases
11
Added To
28
Closed
20
Reduced
43
Top 10 Concentration
74.4%
Turnover
12.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XLG 10.09% 9.57% +0.51% $34M
VOO 2.79% 2.47% +0.33% $9M
GOOGL 1.50% 1.19% +0.31% $5M
GARP 0.50% 0.20% +0.30% $2M
IDHQ 8.64% 8.41% +0.23% $29M
VONG 0.22% 0.00% +0.22% $744K
POET 0.13% 0.00% +0.13% $421K
ONTO 0.11% 0.00% +0.11% $359K
AAPL 0.88% 0.79% +0.09% $3M
LLY 0.15% 0.06% +0.09% $509K
NEM 0.23% 0.15% +0.08% $777K
SITM 0.29% 0.22% +0.07% $971K
IWV 2.13% 2.06% +0.07% $7M
CFR 0.07% 0.00% +0.07% $228K
SPLG 0.07% 0.01% +0.07% $243K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPGP 4.33% 4.77% -0.44% $14M
PM 3.37% 3.73% -0.36% $11M
MO 1.47% 1.81% -0.35% $5M
MDLZ 0.68% 0.94% -0.26% $2M
SCHD 11.88% 12.13% -0.25% $40M
NG 0.28% 0.48% -0.20% $932K
PRGO 0.00% 0.11% -0.11% $0
OXY 0.05% 0.15% -0.11% $158K
HIMS 0.03% 0.13% -0.10% $97K
AMPL 0.05% 0.12% -0.08% $153K
ARDC 0.02% 0.09% -0.07% $54K
GUNR 0.00% 0.07% -0.07% $0
VTI 20.21% 20.28% -0.07% $67M
OSTK 0.01% 0.08% -0.07% $21K
VRT 0.02% 0.08% -0.07% $59K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 52 $112M 33.6%
Large Cap 135 $159M 47.6%
Mid Cap 34 $23M 6.9%
Small Cap 22 $39M 11.5%
Micro Cap 8 $1M 0.4%

Portfolio Analytics

Avg Market Cap
$246.3B
Median Market Cap
$47.5B
Avg P/E
34.4
Median P/E
24.3
Avg Dividend Yield
0.02%
Avg Beta
1.05
# Stocks
171
# ETFs / Funds
80

Top Holdings (251 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTI 20.21% 201,060 $67M $335.27 $1M -11 -0.0%
2 SCHD 11.88% 1,445,198 $40M $27.43 $175K -458 -0.0%
3 XLG 10.09% 567,653 $34M $59.28 $2M +25,973 +4.8%
4 IDHQ 8.64% 820,382 $29M $35.15 $1M +6,737 +0.8%
5 ESGV 7.34% 202,365 $24M $120.96 $488K -186 -0.1%
6 SPGP 4.33% 126,998 $14M $113.86 -$1M -9,680 -7.1%
7 DFAC 3.59% 302,298 $12M $39.59 $308K
8 PM 3.37% 70,027 $11M $160.40 -$909K -4,824 -6.4%
9 VOO 2.79% 14,852 $9M $627.12 $1M +1,747 +13.3%
10 SPHQ 2.19% 97,136 $7M $75.05 $156K -200 -0.2%
11 IWV 2.13% 18,390 $7M $386.85 $397K +665 +3.8%
12 VGK 1.67% 66,596 $6M $83.61 $254K +1
13 GOOGL 1.50% 15,959 $5M $313.01 $1M
14 MO 1.47% 84,786 $5M $57.66 -$1M -4,547 -5.1%
15 AMZN 1.07% 15,418 $4M $230.82 $183K +44 +0.3%
16 AAPL 0.88% 10,857 $3M $271.87 $378K +750 +7.4%
17 NVDA 0.79% 14,172 $3M $186.50 -$1K
18 CLOZ 0.77% 96,781 $3M $26.48 -$132K -3,696 -3.7%
19 MDLZ 0.68% 42,218 $2M $53.83 -$798K -6,937 -14.1%
20 MSFT 0.66% 4,540 $2M $483.66 -$4K +294 +6.9%
21 EWJ 0.63% 26,231 $2M $80.74 $14K
22 ICLO 0.57% 74,214 $2M $25.55 -$68K -2,500 -3.3%
23 GARP 0.50% 24,408 $2M $68.10 $1M +14,603 +148.9%
24 OEF 0.49% 4,784 $2M $342.94 $48K
25 QQQ 0.47% 2,565 $2M $614.39 $29K -11 -0.4%
26 USB 0.46% 28,554 $2M $53.36 -$19K -3,364 -10.5%
27 META 0.42% 2,126 $1M $660.14 $182K +463 +27.8%
28 EUDG 0.35% 31,134 $1M $37.53 $72K
29 EWC 0.33% 20,666 $1M $53.93 $70K
30 IAU 0.33% 13,365 $1M $81.17 $112K
31 HYGV 0.32% 26,132 $1M $40.74 -$36K -580 -2.2%
32 HEFA 0.31% 24,812 $1M $41.36 $43K
33 IWM 0.30% 4,047 $996K $246.16 $17K
34 SITM 0.29% 2,749 $971K $353.19 $255K +372 +15.7%
35 NG 0.28% 99,966 $932K $9.32 -$622K -76,537 -43.4%
36 EEM 0.27% 16,379 $896K $54.71 $21K
37 RSP 0.27% 4,639 $889K $191.58 $9K
38 QDF 0.24% 9,967 $805K $80.81 $14K
39 RIG 0.24% 190,028 $785K $4.13 $192K
40 NEM 0.23% 7,786 $777K $99.85 $290K +2,000 +34.6%
41 QDEF 0.23% 9,576 $775K $80.96 $9K
42 VONG 0.22% 6,109 $744K $121.75 +6,109 NEW
43 VYM 0.21% 4,798 $689K $143.52 $12K
44 ASML 0.19% 607 $649K $1,069.86 -$43K -108 -15.1%
45 F-PD 0.19% 47,978 $629K $13.12 $56K
46 GLBE 0.19% 16,006 $629K $39.31 $57K
47 AVGO 0.19% 1,800 $623K $346.10 $29K
48 BRK-B 0.18% 1,212 $609K $502.65 -$109
49 B 0.17% 13,240 $577K $43.55 $143K
50 FCX 0.16% 10,405 $528K $50.79 $120K
51 LLY 0.15% 474 $509K $1,074.68 $309K +211 +80.2%
52 EWA 0.15% 19,067 $499K $26.19 -$15K
53 TWLO 0.14% 3,260 $464K $142.24 $131K -67 -2.0%
54 EWZ 0.14% 14,519 $461K $31.77 $11K
55 VGSH 0.14% 7,721 $453K $58.73 $2K +45 +0.6%
56 RH 0.13% 2,422 $434K $179.15 -$89K -153 -5.9%
57 POET 0.13% 66,555 $421K $6.33 +66,555 NEW
58 XLV 0.12% 2,647 $410K $154.80 $41K
59 V 0.12% 1,149 $403K $350.71 $11K
60 WDS 0.12% 25,468 $397K $15.59 $7K -455 -1.8%
61 IWF 0.12% 832 $394K $473.53 $4K
62 SGOV 0.11% 3,632 $365K $100.38 -$1K
63 ONTO 0.11% 2,277 $359K $157.86 +2,277 NEW
64 CVX 0.10% 2,103 $321K $152.43 -$6K
65 EGO 0.09% 8,100 $291K $35.92 $57K
66 T 0.09% 11,708 $291K $24.84 -$45K -187 -1.6%
67 TLT 0.08% 3,195 $278K $87.16 -$7K
68 GLD 0.08% 695 $275K $396.31 -$14K -120 -14.7%
69 DGRO 0.08% 3,934 $273K $69.42 $5K
70 CPRI 0.08% 11,129 $272K $24.40 -$9K -2,963 -21.0%
71 VAL 0.08% 5,308 $268K $50.40 $9K +17 +0.3%
72 DVY 0.08% 1,840 $260K $141.14 -$2K
73 VGT 0.08% 333 $251K $753.78 $2K
74 MU 0.07% 855 $244K $285.41 $101K
75 SPLG 0.07% 3,031 $243K $80.22 $221K +2,753 +990.3%
76 XT 0.07% 3,445 $240K $69.74 -$8K
77 ALB 0.07% 1,669 $236K $141.44 $145K +545 +48.5%
78 ADBE 0.07% 658 $230K $349.99 -$2K
79 CFR 0.07% 1,800 $228K $126.63 +1,800 NEW
80 NE 0.07% 8,035 $227K $28.24 -$322
81 JPM 0.07% 692 $223K $322.29 $207K +641 +1256.9%
82 SBUX 0.06% 2,556 $215K $84.21 -$997
83 AMD 0.06% 936 $200K $214.16 $55K +34 +3.8%
84 VIGI 0.06% 2,168 $198K $91.45 $4K
85 NOW 0.06% 1,245 $191K $153.19 -$38K +996 +400.0%
86 MSOS 0.05% 34,359 $162K $4.72 -$13K -2,273 -6.2%
87 OXY 0.05% 3,848 $158K $41.12 -$341K -6,726 -63.6%
88 SPY 0.05% 227 $155K $681.92 $4K
89 DFAX 0.05% 4,709 $154K $32.73 $6K
90 AMPL 0.05% 13,204 $153K $11.58 -$248K -24,211 -64.7%
91 MPLX 0.05% 2,843 $152K $53.37 $10K
92 STKL 0.04% 38,604 $147K $3.80 -$80K
93 LDUR 0.04% 1,464 $140K $95.92 -$68K -704 -32.5%
94 ACWI 0.04% 965 $137K $141.49 $3K
95 COST 0.04% 155 $134K $864.57 -$10K
96 HTGC 0.04% 6,559 $123K $18.82 -$46K -2,400 -26.8%
97 PFE 0.04% 4,919 $122K $24.90 -$3K
98 CRON 0.03% 37,935 $100K $2.63 -$6K
99 MRK 0.03% 935 $98K $105.22 -$123 -239 -20.4%
100 HIMS 0.03% 2,982 $97K $32.47 -$326K -4,464 -60.0%

New Positions

SymbolValue% Port
VONG $744K 0.22%
POET $421K 0.13%
ONTO $359K 0.11%
CFR $228K 0.07%
XLK $92K 0.03%
ETHV $26K 0.01%
AGNCZ $13K —%
DTF $8K —%
ULTA $7K —%
XNTK $2K —%
SOLS $97 —%

Sold Out Positions

SymbolValue% Port
ACHR —%
BMY —%
A —%
ELF —%
PRGO —%
MCD —%
PRU —%
BMNR —%
RTX —%
MSTR —%
CELH —%
FDUS —%
ETHA —%
COIN —%
FBTC —%
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