Cedar Wealth Management, LLC
CIK: 0001665642SEC EDGAR →
Portfolio Value
$334.3M
Holdings
233
As of
Q4 2025
New Positions
24
Closed Positions
10
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 201,060 | $67.4M | 20.16% |
| 2 | SCHWAB STRATEGIC TR | 1,445,198 | $39.6M | 11.86% |
| 3 | INVESCO EXCHANGE TRADED FD T | 567,653 | $33.6M | 10.06% |
| 4 | INVESCO EXCH TRADED FD TR II | 820,382 | $28.8M | 8.62% |
| 5 | VANGUARD WORLD FD | 202,365 | $24.5M | 7.32% |
| 6 | INVESCO EXCHANGE TRADED FD T | 126,998 | $14.5M | 4.33% |
| 7 | DIMENSIONAL ETF TRUST | 302,298 | $12.0M | 3.58% |
| 8 | PHILIP MORRIS INTL INC | 70,027 | $11.2M | 3.36% |
| 9 | VANGUARD INDEX FDS | 14,852 | $9.3M | 2.79% |
| 10 | INVESCO EXCHANGE TRADED FD T | 97,136 | $7.3M | 2.18% |
Quarterly Changes
New Positions (11)
Closed Positions (22)
$367K · 16K shares
$241K · 6K shares
$152K · 10K shares
$111K · 345 shares
$61K · 616 shares
$29K · 225 shares
$21K · 665 shares
$20K · 992 shares
$20K · 58 shares
$19K · 370 shares
$18K · 135 shares
$17K · 262 shares
$12K · 207 shares
$9K · 195 shares
$9K · 52 shares
$9K · 900 shares
$8K · 167 shares
$7K · 2K shares
$7K · 105 shares
$7K · 22 shares
$5K · 51 shares
$3K · 71 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 87 | $278.5M | 83.3% |
| Unknown | 18 | $16.2M | 4.8% |
| Technology | 34 | $11.8M | 3.5% |
| Consumer Defensive | 12 | $7.5M | 2.3% |
| Communication Services | 9 | $7.2M | 2.2% |
| Consumer Cyclical | 12 | $5.9M | 1.8% |
| Basic Materials | 9 | $3.1M | 0.9% |
| Energy | 14 | $2.5M | 0.8% |
| Healthcare | 14 | $1.1M | 0.3% |
| Industrials | 15 | $234K | 0.1% |
| Real Estate | 3 | $205K | 0.1% |
| Utilities | 6 | $28K | 0.0% |