Cedar Wealth Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 195Value: $281.1MLatest: 2025Q1

Cedar Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 195 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PINS",
  "GLOB",
  "GDX",
  "NLY",
  "GLBE",
  null,
  "MU",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "BABA",
  "GOOGL",
  "RIG",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  null,
  null,
  "AVGO",
  "ARCC",
  "BIDU",
  "BSX",
  "CRON",
  "EGO",
  "ROKU",
  "SDRL.OL",
  "ARDC",
  "AMPL",
  "HON",
  "HD",
  "AZN",
  "INTU",
  null,
  null,
  null,
  null,
  "EMXC",
  "ITW",
  "AMAT",
  "EMR",
  "ICE",
  "PNNT",
  null,
  "META",
  "HEFA",
  null,
  null,
  null,
  "STKL",
  null,
  null,
  "LRCX",
  null,
  null,
  null,
  "MPC",
  "APA",
  "MSFT",
  "MDLZ",
  "TMUS",
  "EXC",
  "NVS",
  null,
  "OXY",
  null,
  "FDUS",
  "AMP",
  "DG",
  "ANET",
  "KLAC",
  "PAYX",
  "EEM",
  "IWF",
  null,
  "PEP",
  "VGSH",
  "HTGC",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PFE",
  "PG",
  "MRK",
  null,
  "KVUE",
  null,
  "SPGI",
  "NOW",
  "RS",
  "ROP",
  "GLD",
  null,
  "SBUX",
  "TXN",
  "TMO",
  "TDG",
  "TWLO",
  "NEM",
  "NG",
  "ZH",
  "MRNA",
  "ALC",
  null,
  null,
  "VWO",
  "IWV",
  null,
  null,
  null,
  "TSM",
  "GPN",
  null,
  "GO",
  "VYM",
  "TT",
  "PRGO",
  "RH",
  "VOYA",
  "ALB",
  "AMD",
  "F",
  null,
  "VIGI",
  "AMZN",
  null,
  "AL",
  "VGT",
  "USB",
  "ESGV",
  "VLO",
  "VGK",
  "VALE",
  "VOO",
  "V",
  "WMT",
  "WDS",
  null,
  "SCHD",
  "DVY",
  "MGM",
  "IEP",
  "TTD",
  "CRM",
  "SWKS",
  null,
  "MELI",
  "DGRO",
  "SYF",
  "NUE",
  null,
  "AME",
  "ADP",
  "BAC",
  null,
  "BRK-B",
  null,
  "CZR",
  "CPRI",
  "CE",
  "CVX",
  "STZ",
  "CEG",
  "COST",
  "CRWD",
  "CVS",
  "CSX",
  "DE",
  "DVN",
  "DFAX",
  "DFAC",
  "RSP",
  "EWJ",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PLD",
  "PM",
  "MO",
  "MCHP",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 195
Total Value: 281105820
Accession Number: 0001665642-25-000002
Form Type: 13F-HR
CIK: cedar-wealth-management
Manager Name: Cedar-Wealth-Management

Data Enrichment

82% identified

159 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

195 positions • $281.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 10

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922908769

VTI|922908769

Shares:201.1K

Value:$55.3M

% of Portfolio:19.7% ($55.3M/$281.1M)

808524797

SCHD|808524797

Shares:1.3M

Value:$35.4M

% of Portfolio:12.6% ($35.4M/$281.1M)

46138E214

Shares:782.0K

Value:$23.4M

% of Portfolio:8.3% ($23.4M/$281.1M)

46137V233

Shares:466.3K

Value:$21.5M

% of Portfolio:7.6% ($21.5M/$281.1M)

Philip Morris International Inc.

PM|718172109

Shares:133.0K

Value:$21.1M

% of Portfolio:7.5% ($21.1M/$281.1M)

921910733

ESGV|921910733

Shares:202.6K

Value:$19.8M

% of Portfolio:7.1% ($19.8M/$281.1M)

46137V431

Shares:144.0K

Value:$14.4M

% of Portfolio:5.1% ($14.4M/$281.1M)

25434V708

DFAC|25434V708

Shares:302.3K

Value:$10.0M

% of Portfolio:3.5% ($10.0M/$281.1M)

46137V241

Shares:95.1K

Value:$6.3M

% of Portfolio:2.2% ($6.3M/$281.1M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:99.4K

Value:$6.0M

% of Portfolio:2.1% ($6.0M/$281.1M)

464287689

IWV|464287689

Shares:15.4K

Value:$4.9M

% of Portfolio:1.7% ($4.9M/$281.1M)

922042874

VGK|922042874

Shares:66.6K

Value:$4.7M

% of Portfolio:1.7% ($4.7M/$281.1M)

922908363

VOO|922908363

Shares:8.0K

Value:$4.1M

% of Portfolio:1.5% ($4.1M/$281.1M)

Mondelez International, Inc.

MDLZ|609207105

Shares:49.3K

Value:$3.3M

% of Portfolio:1.2% ($3.3M/$281.1M)

AMAZON COM INC

AMZN|023135106

Shares:15.3K

Value:$2.9M

% of Portfolio:1.0% ($2.9M/$281.1M)

81752T528

Shares:88.9K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$281.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:12.0K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$281.1M)

46434G822

EWJ|46434G822

Shares:26.2K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$281.1M)

MICROSOFT CORP

MSFT|594918104

Shares:4.3K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$281.1M)

Apple Inc.

AAPL|037833100

Shares:7.1K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$281.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	201.1K	QoQ -0.49% (-1.0K) YoY -4.64% (-9.8K)	All Managers (Combined)	$55.3M	19.7% ($55.3M/$281.1M)	QoQ -5.63% (-$3.3M) YoY +0.83% (-$458.9K)
(SCHDcusip808524797)	1.3M	QoQ +0.76% (+9.6K) YoY +180.23% (-814.6K)	All Managers (Combined)	$35.4M	12.6% ($35.4M/$281.1M)	QoQ +3.12% (+$1.1M) YoY -2.82% (-$1.0M)
(cusip46138E214)✕	782.0K	QoQ -0.60% (-4.7K) YoY +0.06% (-499)	All Managers (Combined)	$23.4M	8.3% ($23.4M/$281.1M)	QoQ +5.08% (-$1.1M) YoY -2.31% (-$555.6K)
(cusip46137V233)✕	466.3K	QoQ +10.91% (+45.9K) YoY +97.81% (+230.6K)	All Managers (Combined)	$21.5M	7.6% ($21.5M/$281.1M)	QoQ +2.16% (+$454.8K) YoY +116.07% (+$11.5M)
Philip Morris International Inc.(PMcusip718172109)	133.0K	QoQ -5.19% (-7.3K) YoY -23.79% (-41.5K)	All Managers (Combined)	$21.1M	7.5% ($21.1M/$281.1M)	QoQ +25.03% (-$4.2M) YoY +32.01% (-$5.1M)
(ESGVcusip921910733)	202.6K	QoQ -1.77% (-3.7K) YoY -2.64% (-5.5K)	All Managers (Combined)	$19.8M	7.1% ($19.8M/$281.1M)	QoQ -8.27% (-$1.8M) YoY +2.32% (-$451.0K)
(cusip46137V431)✕	144.0K	QoQ -0.43% (-629) YoY +0.42% (-606)	All Managers (Combined)	$14.4M	5.1% ($14.4M/$281.1M)	QoQ -5.18% (-$786.1K) YoY -5.81% (-$887.5K)
(DFACcusip25434V708)	302.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$10.0M	3.5% ($10.0M/$281.1M)	QoQ -4.62% (-$483.7K) YoY +3.25% (+$314.4K)
(cusip46137V241)✕	95.1K	QoQ 0.00% (-4) YoY +19.60% (+15.6K)	All Managers (Combined)	$6.3M	2.2% ($6.3M/$281.1M)	QoQ -1.02% (-$65.4K) YoY +31.32% (+$1.5M)
ALTRIA GROUP, INC.(MOcusip02209S103)	99.4K	QoQ -15.45% (-18.2K) YoY -39.98% (-66.3K)	All Managers (Combined)	$6.0M	2.1% ($6.0M/$281.1M)	QoQ -2.95% (-$182.1K) YoY -17.42% (-$1.3M)
(IWVcusip464287689)	15.4K	QoQ +2.83% (-425) YoY -12.93% (-2.3K)	All Managers (Combined)	$4.9M	1.7% ($4.9M/$281.1M)	QoQ -2.27% (-$114.3K) YoY -7.84% (-$417.4K)
(VGKcusip922042874)	66.6K	QoQ 0.00% (+0) YoY -0.22% (-150)	All Managers (Combined)	$4.7M	1.7% ($4.7M/$281.1M)	QoQ +10.61% (+$448.9K) YoY +4.02% (-$181.0K)
(VOOcusip922908363)	8.0K	QoQ +32.52% (+2.0K) YoY +42.04% (+2.4K)	All Managers (Combined)	$4.1M	1.5% ($4.1M/$281.1M)	QoQ +26.40% (+$859.9K) YoY +51.86% (+$1.4M)
Mondelez International, Inc.(MDLZcusip609207105)	49.3K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$3.3M	1.2% ($3.3M/$281.1M)	QoQ +13.59% (+$400.3K) YoY -3.07% (-$106.0K)
AMAZON COM INC(AMZNcusip023135106)	15.3K	QoQ +1.07% (-162) YoY -17.90% (-3.3K)	All Managers (Combined)	$2.9M	1.0% ($2.9M/$281.1M)	QoQ -12.34% (-$409.5K) YoY -13.40% (-$450.1K)
(cusip81752T528)✕	88.9K	QoQ NEW(+88.9K) YoY NEW(+88.9K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$281.1M)	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
Alphabet Inc.(GOOGLcusip02079K305)	12.0K	QoQ +2.73% (-319) YoY +1.70% (+201)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$281.1M)	QoQ -16.07% (-$355.4K) YoY +4.20% (+$74.8K)
(EWJcusip46434G822)	26.2K	QoQ 0.00% (+0) YoY -41.99% (-19.0K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$281.1M)	QoQ +2.17% (+$38.3K) YoY -44.26% (-$1.4M)
MICROSOFT CORP(MSFTcusip594918104)	4.3K	QoQ +2.72% (-114) YoY -25.47% (-1.5K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$281.1M)	QoQ -8.51% (-$150.1K) YoY -33.50% (-$812.8K)
Apple Inc.(AAPLcusip037833100)	7.1K	QoQ +5.70% (-385) YoY -18.05% (-1.6K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$281.1M)	QoQ -6.23% (-$105.3K) YoY +6.14% (-$91.8K)