CW
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Cedar Wealth Management, LLC13F | |
| Cedar Wealth Management, LLC | |
| Last update 2025-05-09 | 195 Stocks (12 new) |
| Value $281.00 Mil | Turnover 5 % |
Cedar Wealth Management, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 201,071 | 55,262.3 | -0.50% | 19.660 | -0.11% | 0.010 | +19.36% | +6.72% | 473,793.3 | ||
SCHD | Schwab US Dividend Equity ETF | 1,266,531 | 35,412.2 | +0.76% | 12.600 | +0.10% | 0.050 | +8.21% | +0.44% | 70,234.8 | ||
IDHQ |
Invesco S&P International Developed Quality ETF
Invesco S&P International Developed Quality ETF
| 782,020 | 23,413.7 | -0.60% | 8.330 | -0.05% | 5.970 | +10.77% | +16.90% | 469.0 | ||
XLG | Invesco S&P 500 Top 50 ETF | 466,305 | 21,459.3 | +10.91% | 7.630 | +0.75% | 0.260 | +22.41% | +6.27% | 9,605.1 | ||
PM | Philip Morris International Inc | 132,979 | 21,107.8 | -5.20% | 7.510 | -0.32% | 0.010 | +15.06% | +54.78% | 285,262.9 | Tobacco Products | |
ESGV | Vanguard ESG U.S. Stock ETF | 202,551 | 19,839.9 | -1.77% | 7.060 | -0.14% | 0.200 | +20.30% | +5.93% | 10,130.9 | ||
SPGP | Invesco S&P 500 GARP ETF | 144,028 | 14,385.5 | -0.43% | 5.120 | -0.02% | 0.500 | +18.51% | +3.75% | 2,794.6 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 302,298 | 9,972.8 | 0% | 3.550 | 0% | 0.030 | +18.32% | +5.38% | 35,270.9 | ||
SPHQ | Invesco S&P 500 Quality ETF | 95,064 | 6,306.5 | 0% | 2.240 | 0% | 0.050 | +13.57% | +6.50% | 14,128.3 | ||
MO | Altria Group Inc | 99,442 | 5,968.5 | -15.46% | 2.120 | -0.34% | 0.010 | +4.56% | +16.58% | 99,146.8 | Tobacco Products |
Cedar Wealth Management, LLC's Historical Top Holdings Breakdowns
Cedar Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CLOZ | Eldridge BBB-B CLO ETF | 2025-03-31 | New Buy New Buy | +0.84% | 26.5 ($26.97) 27.24 | $26.74 | -0.85% | New holding | 88,858 | 88,858 | |
XLG | Invesco S&P 500 Top 50 ETF | 2025-03-31 | Add Add | +0.75% | 45.72 ($49.35) 51.73 | $52.88 | 7.15% | Add 10.91% | 466,305 | 45,878 | |
BTAL |
AGF U.S. Market Neutral Anti-Beta Fund
AGF U.S. Market Neutral Anti-Beta Fund
| 2025-03-31 | Sold Out Sold Out | -0.61% | 17.67 ($18.96) 20.85 | $17.02 | -10.23% | Sold Out | 0 | -91,441 | |
NEM | Newmont Corp | 2025-03-31 | New Buy New Buy | +0.53% | 37.79 ($43.9) 48.39 | $58.45 | 33.14% | New holding | 30,687 | 30,687 | |
ICLO |
Invesco AAA CLO Floating Rate Note ETF
Invesco AAA CLO Floating Rate Note ETF
| 2025-03-31 | New Buy New Buy | +0.43% | 25.37 ($25.62) 25.73 | $25.66 | 0.18% | New holding | 47,163 | 47,163 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.36% | 507.05 ($540.58) 563.67 | $573.74 | 6.13% | Add 32.53% | 8,010 | 1,966 | |
MO | Altria Group Inc | 2025-03-31 | Reduce Reduce | -0.34% | 50.81 ($54.6) 60.02 | $58.86 | 7.80% | Reduce -15.46% | 99,442 | -18,182 | |
PM | Philip Morris International Inc | 2025-03-31 | Reduce Reduce | -0.32% | 117.15 ($141.65) 158.79 | $183.27 | 29.38% | Reduce -5.2% | 132,979 | -7,287 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +0.28% | 49.74 ($54.09) 58.96 | $63.11 | 16.68% | Add 10880.99% | 13,287 | 13,166 | |
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 2025-03-31 | Sold Out Sold Out | -0.28% | 48.43 ($49.09) 49.9 | $50.01 | 1.87% | Sold Out | 0 | -15,827 |
Cedar Wealth Management, LLC Total Holding History ($B)
Cedar Wealth Management, LLC's Asset Allocation
Cedar Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Cedar Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Cedar Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cedar Wealth Management, LLC's Holdings Heat Map
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Cedar Wealth Management, LLC's Holdings Bubble Chart
Cedar Wealth Management, LLC News
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