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Livermore
Livermore
ZHEN

Cedar Wealth Management, LLC

SEC CIK
0001665642
Latest filing
Aug 12, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
298
−2 vs. Q1 2023
Portfolio value
$258.7M
+$14.4M (+5.9%) vs. Q1 2023
Filed
Aug 14, 2023
SEC
Holdings of Cedar Wealth Management, LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
VTRSViatris IncStock4$40<0.1%00.0%UnchangedHistory
CMCSAComcast CorpStock2$83<0.1%00.0%UnchangedHistory
LITELumentum Holdings Inc.COM5$284<0.1%00.0%UnchangedHistory
OXYOccidental Petroleum CorpStock6$353<0.1%00.0%UnchangedHistory
LYVLive Nation Entertainment, Inc.COM4$364<0.1%00.0%UnchangedHistory
CEGConstellation Energy CorpStock9$824<0.1%00.0%UnchangedHistory
TEAMAtlassian CorpCL A6$1.01K<0.1%00.0%UnchangedHistory
PXDPioneer Natural Resources CoCOM6$1.24K<0.1%00.0%UnchangedHistory
ANETArista Networks, Inc.COM8$1.30K<0.1%00.0%UnchangedHistory
NEENextera Energy IncStock18$1.34K<0.1%00.0%UnchangedHistory
DISWalt Disney CoStock15$1.34K<0.1%00.0%UnchangedHistory
VALEVale S.A.SPONSORED ADS100$1.34K<0.1%00.0%UnchangedHistory
EXCExelon CorpStock33$1.34K<0.1%00.0%UnchangedHistory
TTDTrade Desk, Inc.Stock18$1.39K<0.1%00.0%UnchangedHistory
PSLVSprott Physical Silver TrustPHYSICAL SILVER183$1.43K<0.1%00.0%UnchangedHistory
MGMMGM Resorts InternationalStock33$1.45K<0.1%00.0%UnchangedHistory
CNCCentene CorpStock22$1.48K<0.1%−11−33.3%ReducedHistory
MDTMedtronic plcStock18$1.59K<0.1%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock4$1.60K<0.1%00.0%UnchangedHistory
TMUST-Mobile US, Inc.Stock12$1.67K<0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock12$1.82K<0.1%00.0%UnchangedHistory
iShares Tr464287762US HLTHCARE ETF8$2.24K<0.1%00.0%Unchanged–
NIONIO Inc.ADR240$2.33K<0.1%00.0%UnchangedHistory
CRWDCrowdStrike Holdings, Inc.Stock16$2.35K<0.1%00.0%UnchangedHistory
CECelanese CorpStock21$2.43K<0.1%00.0%UnchangedHistory
STZConstellation Brands, Inc.Stock10$2.46K<0.1%00.0%UnchangedHistory
VLOValero Energy CorpStock21$2.46K<0.1%00.0%UnchangedHistory
BSXBoston Scientific CorpStock48$2.60K<0.1%00.0%UnchangedHistory
XYZBlock, Inc.CL A40$2.66K<0.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock6$2.88K<0.1%00.0%UnchangedHistory
VOYAVoya Financial, Inc.COM42$3.01K<0.1%00.0%UnchangedHistory
AIGAmerican International Group, Inc.Stock56$3.22K<0.1%00.0%UnchangedHistory
RTXRTX CorpStock33$3.23K<0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock18$3.24K<0.1%00.0%UnchangedHistory
SYFSynchrony FinancialCOM102$3.46K<0.1%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock15$3.75K<0.1%00.0%UnchangedHistory
MPCMarathon Petroleum CorpStock33$3.85K<0.1%00.0%UnchangedHistory
TTTrane Technologies plcSHS21$4.02K<0.1%00.0%UnchangedHistory
MUMicron Technology IncStock69$4.36K<0.1%00.0%UnchangedHistory
HONHoneywell International IncCOM21$4.36K<0.1%00.0%UnchangedHistory
PEPPepsiCo IncStock24$4.45K<0.1%00.0%UnchangedHistory
BACBank of America CorpStock155$4.45K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F700AGRIBUSINESS ETF57$4.66K<0.1%00.0%Unchanged–
CVSCVS Health CorpStock69$4.77K<0.1%00.0%UnchangedHistory
DEDeere & CoStock12$4.86K<0.1%00.0%UnchangedHistory
CSXCSX CorpStock144$4.91K<0.1%00.0%UnchangedHistory
ACNAccenture plcStock18$5.55K<0.1%00.0%UnchangedHistory
KKellanovaStock83$5.59K<0.1%00.0%UnchangedHistory
TDGTransDigm Group INCCOM7$6.26K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW167$6.65K<0.1%00.0%Unchanged–
Vanguard World FD921910816MEGA GRWTH IND30$7.00K<0.1%00.0%Unchanged–
SHELShell plcADR117$7.06K<0.1%00.0%UnchangedHistory
GLOBGlobant S.A.COM40$7.19K<0.1%00.0%UnchangedHistory
DOWDow Inc.Stock142$7.56K<0.1%00.0%UnchangedHistory
TPVGTriplePoint Venture Growth BDC Corp.COM650$7.66K<0.1%00.0%UnchangedHistory
ALSumisho Air Lease CorpCL A225$9.42K<0.1%00.0%UnchangedHistory
Vanguard Total World Stock ETF922042742ETF100$9.70K<0.1%00.0%Unchanged–
AMPAmeriprise Financial IncCOM30$9.96K<0.1%00.0%UnchangedHistory
DDDuPont de Nemours, Inc.COM143$10.2K<0.1%00.0%UnchangedHistory
ZSZscaler, Inc.Stock72$10.5K<0.1%00.0%UnchangedHistory
KLACKLA CorpCOM NEW22$10.7K<0.1%00.0%UnchangedHistory
RWTRedwood Trust IncCOM1,700$10.8K<0.1%00.0%UnchangedHistory
DOCUDocuSign, Inc.Stock214$10.9K<0.1%00.0%UnchangedHistory
Vanguard Total Bond Market ETF921937835ETF151$11.0K<0.1%+151New–
INTUIntuit Inc.Stock24$11.0K<0.1%−160−87.0%ReducedHistory
KOCoca Cola CoStock188$11.3K<0.1%00.0%UnchangedHistory
Vanguard Utilities ETF92204A876ETF80$11.4K<0.1%−32−28.6%Reduced–
DRIODarioHealth Corp.COM NEW2,850$11.4K<0.1%00.0%UnchangedHistory
AMEAmetek IncCOM72$11.7K<0.1%00.0%UnchangedHistory
IEPIcahn Enterprises L.P.DEPOSITARY UNIT420$12.2K<0.1%−215−33.9%ReducedHistory
SLBSLB LimitedStock250$12.3K<0.1%00.0%UnchangedHistory
SYYSysco CorpStock167$12.4K<0.1%00.0%UnchangedHistory
MELIMercadolibre IncCOM11$13.0K<0.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock120$14.5K<0.1%00.0%UnchangedHistory
DUKDuke Energy CORPStock167$15.0K<0.1%00.0%UnchangedHistory
EMREmerson Electric CoStock167$15.1K<0.1%00.0%UnchangedHistory
YUMYum Brands IncStock112$15.5K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF535$16.1K<0.1%00.0%Unchanged–
NUENucor CorpCOM100$16.4K<0.1%00.0%UnchangedHistory
MMM3M CoStock167$16.7K<0.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock155$16.9K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138E719BLOO EN ANGE ETF1,000$17.5K<0.1%00.0%Unchanged–
XUnited States Steel CorpCOM700$17.5K<0.1%00.0%UnchangedHistory
PLTRPalantir Technologies Inc.Stock1,170$17.9K<0.1%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR216$18.0K<0.1%00.0%UnchangedHistory
PAYXPaychex IncStock167$18.7K<0.1%00.0%UnchangedHistory
VEEVVeeva Systems IncStock97$19.2K<0.1%+15+18.3%AddedHistory
FDUSFidus Investment CorpCOM992$19.4K<0.1%00.0%UnchangedHistory
DNPDNP Select Income Fund IncCOM1,900$19.9K<0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock67$20.0K<0.1%00.0%UnchangedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF267$21.1K<0.1%+267New–
TERTeradyne, IncStock190$21.2K<0.1%+19+11.1%AddedHistory
ALGNAlign Technology IncCOM60$21.2K<0.1%+10+20.0%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF132$21.4K<0.1%−64−32.7%Reduced–
TSMTaiwan Semiconductor Manufacturing Co LtdADR213$21.5K<0.1%00.0%UnchangedHistory
ASMLASML Holding NVADR31$22.5K<0.1%−55−64.0%ReducedHistory
PNNTPennantpark Investment CorpCOM3,940$23.2K<0.1%−1,450−26.9%ReducedHistory
CODICompass Diversified HoldingsSH BEN INT1,071$23.2K<0.1%+5+0.5%AddedHistory
SOSouthern CoStock334$23.5K<0.1%00.0%UnchangedHistory
ICEIntercontinental Exchange, Inc.Stock208$23.5K<0.1%00.0%UnchangedHistory

Sold out since Q1 2023 (14)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Cedar Wealth Management, LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
CFLTConfluent, Inc.CLASS A COM12,552$302.1K0.1%History
SCHWSchwab Charles CorpStock4,028$211.0K0.1%History
PENNPENN Entertainment, Inc.COM5,190$153.9K0.1%History
ABBNYABB LtdSPONSORED ADR2,923$100.3K<0.1%History
DECKDeckers Outdoor CorpCOM208$93.5K<0.1%History
ProShares Tr74347X831ULTRAPRO QQQ1,532$43.3K<0.1%–
BCSFBain Capital Specialty Finance, Inc.COM STK1,583$18.9K<0.1%History
FDXFedEx CorpStock75$17.1K<0.1%History
FWRGFirst Watch Restaurant Group, Inc.COM1,000$16.1K<0.1%History
Invesco Exch Traded FD Tr II46138E743RAFI DVLPD MRKTS258$11.4K<0.1%–
NSCNorfolk Southern CorpStock18$3.82K<0.1%History
BHMBluerock Homes Trust, Inc.COM CL A164$3.25K<0.1%History
LVSLas Vegas Sands CorpCOM14$804<0.1%History
TLPHTalphera, Inc.COM NEW250$165<0.1%History