Latest Cedar Wealth Management, LLC Stock Portfolio
Cedar Wealth Management, LLC Performance:
2025 Q3: 1.34%YTD: 5.52%2024: 3.8%
Performance for 2025 Q3 is 1.34%, and YTD is 5.52%, and 2024 is 3.8%.
About Cedar Wealth Management, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Cedar Wealth Management, LLC reported an equity portfolio of $326.3 Millions as of 30 Sep, 2025.
The top stock holdings of Cedar Wealth Management, LLC are VB, FNDA, CSD. The fund has invested 20.2% of it's portfolio in VANGUARD INDEX FDS and 12.1% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off ASTRAZENECA PLC, SPDR INDEX SHS FDS (CWI) and AIR LEASE CORP (AL) stocks. They significantly reduced their stock positions in APA CORPORATION (APA), PROLOGIS INC. (PLD) and NOVARTIS AG. Cedar Wealth Management, LLC opened new stock positions in SITIME CORP (SITM), ISHARES TR (DMXF) and FREEPORT-MCMORAN INC (FCX). The fund showed a lot of confidence in some stocks as they added substantially to EXXON MOBIL CORP (XOM), SERIES PORTFOLIOS TR (ICAP) and TAIWAN SEMICONDUCTOR MFG LTD (TSM).
The top stock holdings of Cedar Wealth Management, LLC are VB, FNDA, CSD. The fund has invested 20.2% of it's portfolio in VANGUARD INDEX FDS and 12.1% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off ASTRAZENECA PLC, SPDR INDEX SHS FDS (CWI) and AIR LEASE CORP (AL) stocks. They significantly reduced their stock positions in APA CORPORATION (APA), PROLOGIS INC. (PLD) and NOVARTIS AG. Cedar Wealth Management, LLC opened new stock positions in SITIME CORP (SITM), ISHARES TR (DMXF) and FREEPORT-MCMORAN INC (FCX). The fund showed a lot of confidence in some stocks as they added substantially to EXXON MOBIL CORP (XOM), SERIES PORTFOLIOS TR (ICAP) and TAIWAN SEMICONDUCTOR MFG LTD (TSM).
Cedar Wealth Management, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Cedar Wealth Management, LLC made a return of 1.34% in the last quarter. In trailing 12 months, it's portfolio return was 5.36%.
New Buys
| Ticker | $ Bought |
|---|---|
| sitime corp | 716,214 |
| ishares tr | 643,600 |
| freeport-mcmoran inc | 408,084 |
| ishares tr | 365,742 |
| vertiv holdings co | 275,470 |
| proshares tr | 152,300 |
| proshares tr | 134,710 |
| strategy inc | 111,162 |
New stocks bought by Cedar Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| exxon mobil corp | 1,641 |
| series portfolios tr | 100 |
| taiwan semiconductor mfg ltd | 91.43 |
| pepsico inc | 75.81 |
| vanguard index fds | 58.5 |
| verizon communications inc | 48.85 |
| advanced micro devices inc | 37.5 |
| apple inc | 30.24 |
Additions to existing portfolio by Cedar Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| apa corporation | -91.28 |
| prologis inc. | -88.59 |
| novartis ag | -76.96 |
| intel corp | -67.73 |
| accenture plc ireland | -66.67 |
| moderna inc | -65.52 |
| flexshares tr | -50.00 |
| celanese corp del | -50.00 |
Cedar Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| astrazeneca plc | -37,316 |
| spdr index shs fds | -18,332 |
| icahn enterprises lp | -3,379 |
| caesars entertainment inc ne | -10,646 |
| air lease corp | -13,160 |
| nucor corp | -12,954 |
| qualcomm inc | -6,211 |
| skyworks solutions inc | -1,043 |
Cedar Wealth Management, LLC got rid off the above stocks
Sector Distribution
Cedar Wealth Management, LLC has about 83.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 83.6 |
| Consumer Defensive | 6.8 |
| Technology | 3.5 |
| Communication Services | 1.8 |
| Consumer Cyclical | 1.7 |
Market Cap. Distribution
Cedar Wealth Management, LLC has about 14.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 83.6 |
| LARGE-CAP | 8.5 |
| MEGA-CAP | 5.7 |
| MID-CAP | 1.5 |
Stocks belong to which Index?
About 15.3% of the stocks held by Cedar Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 84.6 |
| S&P 500 | 13.8 |
| RUSSELL 2000 | 1.5 |
Cedar Wealth Management, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Cedar Wealth Management, LLC
Cedar Wealth Management, LLC has 244 stocks in it's portfolio. About 74.3% of the portfolio is in top 10 stocks. PM proved to be the most loss making stock for the portfolio. NG was the most profitable stock for Cedar Wealth Management, LLC last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.01 | 225 | 28,879 | reduced | -49.44 | ||
| AAPL | apple inc | 0.79 | 10,107 | 2,573,660 | added | 30.24 | ||
| AAXJ | ishares tr | 0.04 | 965 | 133,402 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.02 | 2,081 | 76,061 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.02 | 477 | 51,158 | reduced | -4.6 | ||
| AAXJ | ishares tr | 0.02 | 427 | 51,057 | added | 0.47 | ||
| ABBV | abbvie inc | 0.03 | 356 | 82,319 | added | 0.28 | ||
| ABT | abbott labs | 0.01 | 148 | 19,823 | unchanged | 0.00 | ||
| ACES | alps etf tr | 0.00 | 140 | 6,569 | added | 2.19 | ||
| ACHR | archer aviation inc | 0.00 | 900 | 8,622 | new | |||
| ACN | accenture plc ireland | 0.00 | 6.00 | 1,480 | reduced | -66.67 | ||
| ACSG | dbx etf tr | 0.02 | 1,300 | 55,575 | unchanged | 0.00 | ||
| ACT | advisorshares tr | 0.05 | 36,632 | 175,467 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.30 | 24,812 | 982,803 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.08 | 3,934 | 267,822 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.08 | 3,445 | 247,837 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.32 | 20,666 | 1,044,690 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.16 | 19,067 | 514,806 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.14 | 14,519 | 450,089 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.07 | 658 | 232,110 | reduced | -9.12 | ||