Cedar Wealth Management, LLC Portfolio Holdings
Q3 2025•245 long positions•$326.6M portfolio value
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Holding255 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $66.0M 20.2% | — | — 201.1K shares | — | — | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $39.5M 12.08% | +$4.4M Bought | — 1.4M shares | 1.3M → 1.4M +$4.4M | +12.47% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $31.2M 9.54% | +$3.7M Bought | — 541.7K shares | 477.2K → 541.7K +$3.7M | +13.52% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $27.4M 8.38% | +$1.0M Bought | — 813.6K shares | 782.6K → 813.6K +$1.0M | +3.97% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $24.0M 7.35% | — | — 202.6K shares | — | — | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $15.5M 4.75% | -$650.7K Sold | — 136.7K shares | 142.4K → 136.7K −$650.7K | -4.02% | — — | Q1 2020 Held for 5y 8m | |
Tobacco Consumer Defensive | $12.1M 3.72% | -$594.5K Sold | 0.005% 74.9K shares | 78.5K → 74.9K −$594.5K | -4.67% | $252.48B Mega Cap | Q4 2015 Held for 9y 11m | |
ETF ETF | $11.7M 3.57% | — | — 302.3K shares | — | — | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $8.0M 2.46% | +$3.0M Bought | — 13.1K shares | 8.3K → 13.1K +$3.0M | +58.5% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $7.1M 2.18% | +$207.7K Bought | — 97.3K shares | 94.5K → 97.3K +$207.7K | +3.0% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $6.7M 2.06% | -$113.7K Sold | — 17.7K shares | 18.0K → 17.7K −$113.7K | -1.66% | — — | Q1 2018 Held for 7y 8m | |
Tobacco Consumer Defensive | $5.9M 1.81% | -$369.1K Sold | 0.005% 89.3K shares | 94.9K → 89.3K −$369.1K | -5.89% | $110.97B Large Cap | Q4 2015 Held for 9y 11m | |
ETF ETF | $5.3M 1.63% | — | — 66.6K shares | — | — | — — | Q2 2020 Held for 5y 5m | |
Internet Content & Information Communication Services | $3.9M 1.19% | -$54.5K Sold | 0.0% 16.0K shares | 16.2K → 16.0K −$54.5K | -1.38% | $2.95T Mega Cap | Q1 2016 Held for 9y 8m | |
Specialty Retail Consumer Cyclical | $3.4M 1.03% | +$10.3K Bought | 0.0% 15.4K shares | 15.3K → 15.4K +$10.3K | +0.31% | $2.34T Mega Cap | Q2 2018 Held for 7y 5m | |
Food Confectioners Consumer Defensive | $3.1M 0.94% | -$8.6K Sold | 0.004% 49.2K shares | 49.3K → 49.2K −$8.6K | -0.28% | $80.8B Large Cap | Q4 2015 Held for 9y 11m | |
ETF ETF | $2.7M 0.825% | +$157.7K Bought | — 100.5K shares | 94.6K → 100.5K +$157.7K | +6.22% | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $2.6M 0.81% | -$56.0K Sold | 0.0% 14.2K shares | 14.5K → 14.2K −$56.0K | -2.07% | $4.54T Mega Cap | Q1 2021 Held for 4y 8m | |
Consumer Electronics Technology | $2.6M 0.788% | +$597.6K Bought | 0.0% 10.1K shares | 7.8K → 10.1K +$597.6K | +30.24% | $3.78T Mega Cap | Q2 2016 Held for 9y 5m | |
Software - Infrastructure Technology | $2.2M 0.673% | -$6.7K Sold | 0.0% 4.2K shares | 4.3K → 4.2K −$6.7K | -0.31% | $3.85T Mega Cap | Q4 2015 Held for 9y 11m | |
ETF ETF | $2.1M 0.644% | — | — 26.2K shares | — | — | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $2.0M 0.602% | +$193.7K Bought | — 76.7K shares | 69.2K → 76.7K +$193.7K | +10.94% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.6M 0.488% | — | — 4.8K shares | — | — | — — | Q1 2020 Held for 5y 8m | |
Gold Basic Materials | $1.6M 0.476% | -$765.0K Sold | 0.043% 176.5K shares | 263.4K → 176.5K −$765.0K | -33.0% | $3.6B Mid Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.5M 0.474% | -$24.0K Sold | — 2.6K shares | 2.6K → 2.6K −$24.0K | -1.53% | — — | Q2 2020 Held for 5y 5m | |
Banks - Regional Financial Services | $1.5M 0.472% | -$28.9K Sold | 0.002% 31.9K shares | 32.5K → 31.9K −$28.9K | -1.84% | $75.2B Large Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $1.2M 0.374% | +$61.0K Bought | 0.0% 1.7K shares | 1.6K → 1.7K +$61.0K | +5.25% | $1.84T Mega Cap | Q2 2016 Held for 9y 5m | |
ETF ETF | $1.1M 0.337% | -$165.3K Sold | — 26.7K shares | 30.7K → 26.7K −$165.3K | -13.06% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $1.1M 0.336% | — | — 31.1K shares | — | — | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $1.0M 0.32% | — | — 20.7K shares | — | — | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $982.8K 0.301% | — | — 24.8K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $979.2K 0.3% | -$31.7K Sold | — 4.0K shares | 4.2K → 4.0K −$31.7K | -3.14% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $972.6K 0.298% | — | — 13.4K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $880.1K 0.269% | +$2.8K Bought | — 4.6K shares | 4.6K → 4.6K +$2.8K | +0.32% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $874.6K 0.268% | — | — 16.4K shares | — | — | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $791.4K 0.242% | — | — 10.0K shares | — | — | — — | Q3 2016 Held for 9y 2m | |
ETF ETF | $765.9K 0.235% | — | — 9.6K shares | — | — | — — | Q2 2019 Held for 6y 5m | |
Semiconductors Technology | $716.2K 0.219% | +$716.2K New | 0.009% 2.4K shares | 0 → 2.4K +$716.2K | New | $7.8B Mid Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $692.2K 0.212% | — | — 715.0 shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $676.3K 0.207% | — | — 4.8K shares | — | — | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $643.6K 0.197% | +$643.6K New | — 9.8K shares | 0 → 9.8K +$643.6K | New | — — | Q3 2025 Held for 2 months | |
Insurance - Diversified Financial Services | $609.3K 0.187% | — | 0.0% 1.2K shares | — | — | $1.08T Mega Cap | Q1 2021 Held for 4y 8m | |
Semiconductors Technology | $593.8K 0.182% | -$336.5K Sold | 0.0% 1.8K shares | 2.8K → 1.8K −$336.5K | -36.17% | $1.56T Mega Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Drilling Energy | $592.9K 0.182% | — | 0.017% 190.0K shares | — | — | $3.4B Mid Cap | Q2 2017 Held for 8y 5m | |
Auto - Manufacturers Consumer Cyclical | $573.8K 0.176% | — | 0.001% 48.0K shares | — | — | $47.6B Large Cap | Q2 2016 Held for 9y 5m | |
Specialty Retail Consumer Cyclical | $572.4K 0.175% | — | 0.009% 16.0K shares | — | — | $6.1B Mid Cap | Q1 2024 Held for 1y 8m | |
Specialty Retail Consumer Cyclical | $523.1K 0.16% | +$31.1K Bought | 0.014% 2.6K shares | 2.4K → 2.6K +$31.1K | +6.32% | $3.8B Mid Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $514.8K 0.158% | — | — 19.1K shares | — | — | — — | Q2 2020 Held for 5y 5m | |
Oil & Gas Exploration & Production Energy | $499.6K 0.153% | -$94.5 Sold | 0.001% 10.6K shares | 10.6K → 10.6K −$94.5 | -0.02% | $46.5B Large Cap | Q4 2022 Held for 2y 11m | |
Gold Basic Materials | $487.8K 0.149% | +$58.0K Bought | 0.001% 5.8K shares | 5.1K → 5.8K +$58.0K | +13.5% | $92.6B Large Cap | Q1 2016 Held for 9y 8m |
