Latest Cedar Wealth Management, LLC Stock Portfolio

Cedar Wealth Management, LLC Performance:

2025 Q4: 2.03%YTD: 16.25%2024: -2.37%

Performance for 2025 Q4 is 2.03%, and YTD is 16.25%, and 2024 is -2.37%.

About Cedar Wealth Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cedar Wealth Management, LLC reported an equity portfolio of $334.3 Millions as of 31 Dec, 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 11.9% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off PERRIGO CO PLC (PRGO), FLEXSHARES TR (ASET) and PROSHARES TR (ANEW) stocks. They significantly reduced their stock positions in PROSHARES TR (ANEW), BED BATH & BEYOND INC (OSTK) and ARES DYNAMIC CR ALLOCATION F. Cedar Wealth Management, LLC opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), POET TECHNOLOGIES INC and ONTO INNOVATION INC (ONTO). The fund showed a lot of confidence in some stocks as they added substantially to JPMORGAN CHASE & CO. (JPM), SPDR SERIES TRUST (BIL) and NETFLIX INC (NFLX).

Cedar Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Cedar Wealth Management, LLC made a return of 2.03% in the last quarter. In trailing 12 months, it's portfolio return was 16.25%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard scottsdale fds	743,771
poet technologies inc	421,293
onto innovation inc	359,447
cullen frost bankers inc	227,934
select sector spdr tr	91,709
invesco exch traded fd tr ii	49,782
vaneck ethereum tr	26,064
agnc invt corp	13,078

New stocks bought by Cedar Wealth Management, LLC

Additions

Ticker	% Inc.
jpmorgan chase & co.	1,256
spdr series trust	990
netflix inc	900
servicenow inc	400
ishares tr	148
select sector spdr tr	100
eli lilly & co	80.23
albemarle corp	48.49

Additions to existing portfolio by Cedar Wealth Management, LLC

Reductions

Ticker	% Reduced
proshares tr	-87.32
bed bath & beyond inc	-84.85
ares dynamic cr allocation f	-80.76
vertiv holdings co	-80.07
tesla inc	-75.00
amplitude inc	-64.71
occidental pete corp	-63.61
hims & hers health inc	-59.95

Cedar Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
perrigo co plc	-366,787
proshares tr	-152,300
flexshares tr	-241,029
fubotv inc	-7,055
fidus invt corp	-20,098
archer aviation inc	-8,622
ishares ethereum tr	-20,954
fidelity wise origin bitcoin	-61,483

Cedar Wealth Management, LLC got rid off the above stocks

Sector Distribution

Cedar Wealth Management, LLC has about 84.4% of it's holdings in Others sector.

Sector	%
Others	84.4
Consumer Defensive	5.7
Technology	3.7
Communication Services	2.2
Consumer Cyclical	1.6

Market Cap. Distribution

Cedar Wealth Management, LLC has about 13.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	84.4
LARGE-CAP	7.4
MEGA-CAP	6.3
MID-CAP	1.5

Stocks belong to which Index?

About 14.8% of the stocks held by Cedar Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	85.3
S&P 500	13.5
RUSSELL 2000	1.3

Top 5 Winners (%)		%
MU	micron technology inc	70.6 %
ALB	albemarle corp	55.5 %
PSLV	sprott asset management lp	50.6 %
TWLO	twilio inc	41.7 %
	barrick mng corp	32.9 %

Top 5 Winners ($)		$
VB	vanguard index fds	1.4 M
CGW	invesco exch traded fd tr ii	1.2 M
GOOG	alphabet inc	1.1 M
CSD	invesco exchange traded fd t	1.0 M
EDV	vanguard world fd	0.5 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
NOW	servicenow inc	-75.0 %
XLB	select sector spdr tr	-42.9 %
SOUN	soundhound ai inc	-36.3 %
STKL	sunopta inc	-35.1 %

Top 5 Losers ($)		$
MO	altria group inc	-0.7 M
NOW	servicenow inc	-0.6 M
MDLZ	mondelez intl inc	-0.4 M
MSFT	microsoft corp	-0.2 M
META	meta platforms inc	-0.1 M

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 232 stocks in it's portfolio. About 74.3% of the portfolio is in top 10 stocks. MO proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Cedar Wealth Management, LLC last quarter.

Last Reported on: 06 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.00	0.00	0.00	sold off	-100

AAPL	apple inc	0.88	10,857	2,951,710	added	7.42

AAXJ	ishares tr	0.04	965	136,538	unchanged	0.00

AAXJ	ishares tr	0.03	2,081	82,095	unchanged	0.00

AAXJ	ishares tr	0.01	427	50,989	unchanged	0.00

AAXJ	ishares tr	0.01	477	45,935	unchanged	0.00

ABBV	abbvie inc	0.02	356	81,234	unchanged	0.00

ABT	abbott labs	0.01	148	18,543	unchanged	0.00

ACES	alps etf tr	0.00	140	6,581	unchanged	0.00

ACHR	archer aviation inc	0.00	0.00	0.00	sold off	-100

ACN	accenture plc ireland	0.00	6.00	1,610	unchanged	0.00

ACSG	dbx etf tr	0.02	1,300	54,806	unchanged	0.00

ACT	advisorshares tr	0.05	34,359	162,174	reduced	-6.2

ACWF	ishares tr	0.31	24,812	1,026,220	unchanged	0.00

ACWF	ishares tr	0.08	3,934	273,093	unchanged	0.00

ACWF	ishares tr	0.07	3,445	240,256	unchanged	0.00

ACWV	ishares inc	0.33	20,666	1,114,540	unchanged	0.00

ACWV	ishares inc	0.15	19,067	499,362	unchanged	0.00

ACWV	ishares inc	0.14	14,519	461,269	unchanged	0.00

ADBE	adobe inc	0.07	658	230,293	unchanged	0.00