Cedar Wealth Management, LLC
- SEC CIK
- 0001665642
- Latest filing
- Aug 12, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 8, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 230
- +36 vs. Q1 2025
- Portfolio value
- $295.3M
- +$14.2M (+5.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DISWalt Disney Co | Stock | 5 | $620 | <0.1% | 00.0% | Unchanged | History |
| CECelanese Corp | Stock | 14 | $775 | <0.1% | 00.0% | Unchanged | History |
| TTDTrade Desk, Inc. | Stock | 12 | $864 | <0.1% | 00.0% | Unchanged | History |
| EXCExelon Corp | Stock | 22 | $955 | <0.1% | 00.0% | Unchanged | History |
| VALEVale S.A. | SPONSORED ADS | 100 | $971 | <0.1% | 00.0% | Unchanged | History |
| VOYAVoya Financial, Inc. | COM | 14 | $994 | <0.1% | 00.0% | Unchanged | History |
| SWKSSkyworks Solutions, Inc. | Stock | 14 | $1.04K | <0.1% | 00.0% | Unchanged | History |
| MGMMGM Resorts International | Stock | 33 | $1.14K | <0.1% | 00.0% | Unchanged | History |
| TEAMAtlassian Corp | CL A | 6 | $1.22K | <0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 12 | $1.29K | <0.1% | 00.0% | Unchanged | History |
| STZConstellation Brands, Inc. | Stock | 10 | $1.63K | <0.1% | 00.0% | Unchanged | History |
| ANETArista Networks, Inc. | Stock | 16 | $1.64K | <0.1% | 00.0% | Unchanged | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 20 | $1.70K | <0.1% | 00.0% | Unchanged | – |
| TMUST-Mobile US, Inc. | Stock | 8 | $1.91K | <0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 4 | $2.11K | <0.1% | 00.0% | Unchanged | History |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 183 | $2.24K | <0.1% | 00.0% | Unchanged | History |
| AIGAmerican International Group, Inc. | Stock | 28 | $2.40K | <0.1% | 00.0% | Unchanged | History |
| GPNGlobal Payments Inc | Stock | 30 | $2.40K | <0.1% | 00.0% | Unchanged | History |
| DDominion Energy, Inc | Stock | 43 | $2.43K | <0.1% | +43 | New | History |
| VLOValero Energy Corp | Stock | 21 | $2.82K | <0.1% | 00.0% | Unchanged | History |
| CEGConstellation Energy Corp | Stock | 9 | $2.90K | <0.1% | 00.0% | Unchanged | History |
| ALCAlcon Inc | Stock | 33 | $2.91K | <0.1% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6 | $3.06K | <0.1% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 31 | $3.10K | <0.1% | +31 | New | History |
| BMYBristol Myers Squibb Co | Stock | 70 | $3.25K | <0.1% | +70 | New | History |
| TSNTyson Foods, Inc. | Stock | 59 | $3.30K | <0.1% | +59 | New | History |
| IEPIcahn Enterprises L.P. | DEPOSITARY UNIT | 420 | $3.38K | <0.1% | 00.0% | Unchanged | History |
| KHCKraft Heinz Co | Stock | 136 | $3.51K | <0.1% | +136 | New | History |
| GLOBGlobant S.A. | COM | 40 | $3.63K | <0.1% | 00.0% | Unchanged | History |
| MPCMarathon Petroleum Corp | Stock | 22 | $3.65K | <0.1% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 15 | $3.71K | <0.1% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 18 | $3.74K | <0.1% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 27 | $4.04K | <0.1% | +27 | New | History |
| CCitigroup Inc | Stock | 49 | $4.16K | <0.1% | +49 | New | History |
| BXBlackstone Inc. | COM | 30 | $4.47K | <0.1% | +30 | New | History |
| SYFSynchrony Financial | COM | 68 | $4.54K | <0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 144 | $4.70K | <0.1% | 00.0% | Unchanged | History |
| KRKroger Co | Stock | 66 | $4.73K | <0.1% | +66 | New | History |
| JEFJefferies Financial Group Inc. | COM | 88 | $4.82K | <0.1% | +88 | New | History |
| NEENextera Energy Inc | Stock | 70 | $4.83K | <0.1% | +64+1,066.7% | Added | History |
| HONHoneywell International Inc | COM | 21 | $4.89K | <0.1% | 00.0% | Unchanged | History |
| BSXBoston Scientific Corp | Stock | 48 | $5.16K | <0.1% | 00.0% | Unchanged | History |
| WMBWilliams Companies, Inc. | COM | 84 | $5.26K | <0.1% | +84 | New | History |
| KMIKinder Morgan, Inc. | Stock | 179 | $5.28K | <0.1% | +179 | New | History |
| ACNAccenture plc | Stock | 18 | $5.38K | <0.1% | 00.0% | Unchanged | History |
| PRUPrudential Financial Inc | Stock | 51 | $5.50K | <0.1% | +51 | New | History |
| KOCoca Cola Co | Stock | 82 | $5.78K | <0.1% | +82 | New | History |
| UNHUnitedHealth Group Inc | Stock | 19 | $6.03K | <0.1% | +13+216.7% | Added | History |
| DEDeere & Co | Stock | 12 | $6.10K | <0.1% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 39 | $6.21K | <0.1% | +39 | New | History |
| J P Morgan Exchange Traded F46641Q324 | INTERNL GWT | 88 | $6.27K | <0.1% | −353−80.0% | Reduced | – |
| MCDMcDonalds Corp | Stock | 22 | $6.35K | <0.1% | +22 | New | History |
| EDConsolidated Edison Inc | Stock | 64 | $6.44K | <0.1% | +64 | New | History |
| BABAAlibaba Group Holding Ltd | ADR | 57 | $6.46K | <0.1% | −4,607−98.8% | Reduced | History |
| AMEAmetek Inc | COM | 36 | $6.51K | <0.1% | 00.0% | Unchanged | History |
| AEPAmerican Electric Power Co Inc | Stock | 63 | $6.56K | <0.1% | +63 | New | History |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 137 | $6.70K | <0.1% | +137 | New | – |
| IBMInternational Business Machines Corp | Stock | 23 | $6.70K | <0.1% | +23 | New | History |
| VSTVistra Corp. | Stock | 37 | $7.08K | <0.1% | +37 | New | History |
| CVSCVS Health Corp | Stock | 107 | $7.38K | <0.1% | +52+94.5% | Added | History |
| RTXRTX Corp | Stock | 52 | $7.54K | <0.1% | +52 | New | History |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 167 | $7.61K | <0.1% | 00.0% | Unchanged | – |
| MRNAModerna, Inc. | Stock | 290 | $8.00K | <0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 6 | $8.04K | <0.1% | +6 | New | History |
| PEPPepsiCo Inc | Stock | 62 | $8.19K | <0.1% | +38+158.3% | Added | History |
| GDVGabelli Dividend & Income Trust | COM | 334 | $8.68K | <0.1% | +334 | New | History |
| Vanguard World FD921910709 | EXTENDED DUR | 132 | $8.88K | <0.1% | +132 | New | – |
| TSLATesla, Inc. | Stock | 28 | $8.89K | <0.1% | +28 | New | History |
| BACBank of America Corp | Stock | 191 | $9.06K | <0.1% | +86+81.9% | Added | History |
| TTTrane Technologies plc | SHS | 21 | $9.19K | <0.1% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 12 | $9.45K | <0.1% | 00.0% | Unchanged | History |
| ZHZhihu Inc. | SPONSORED ADS | 2,483 | $9.88K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 157 | $9.91K | <0.1% | −433−73.4% | Reduced | – |
| PGProcter & Gamble Co | Stock | 65 | $10.3K | <0.1% | +61+1,525.0% | Added | History |
| TDGTransDigm Group INC | COM | 7 | $10.6K | <0.1% | 00.0% | Unchanged | History |
| CZRCaesars Entertainment, Inc. | COM | 375 | $10.6K | <0.1% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 20 | $10.7K | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 72 | $11.0K | <0.1% | −1,310−94.8% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 183 | $12.7K | <0.1% | +183 | New | History |
| NUENucor Corp | COM | 100 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| ALSumisho Air Lease Corp | CL A | 225 | $13.2K | <0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 51 | $14.8K | <0.1% | +27+112.5% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 37 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 70 | $15.9K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 262 | $16.3K | <0.1% | +262 | New | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 398 | $16.5K | <0.1% | +398 | New | – |
| INTCIntel Corp | Stock | 784 | $17.6K | <0.1% | −333−29.8% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 318 | $18.1K | <0.1% | +318 | New | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 429 | $18.3K | <0.1% | +429 | New | – |
| KLACKLA Corp | COM NEW | 22 | $19.7K | <0.1% | 00.0% | Unchanged | History |
| Series Portfolios Tr81752T486 | PANAGRAM AAA | 781 | $20.0K | <0.1% | +781 | New | – |
| FDUSFidus Investment Corp | COM | 992 | $20.0K | <0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 148 | $20.1K | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 120 | $21.3K | <0.1% | 00.0% | Unchanged | History |
| DVNDevon Energy Corp | Stock | 700 | $22.3K | <0.1% | +124+21.5% | Added | History |
| BIDUBaidu, Inc. | ADR | 260 | $22.3K | <0.1% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 167 | $24.3K | <0.1% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 565 | $24.4K | <0.1% | +565 | New | History |
| MELIMercadolibre Inc | COM | 10 | $26.1K | <0.1% | 00.0% | Unchanged | History |
| NVSNovartis AG | ADR | 217 | $26.3K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (8)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| Barrick Gold Corp067901108 | COM | 64,739 | $1.26M | 0.4% | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 9,588 | $549.4K | 0.2% | – |
| GOGrocery Outlet Holding Corp. | COM | 20,370 | $284.8K | 0.1% | History |
| NBISNebius Group N.V. | Stock | 10,785 | $227.7K | 0.1% | History |
| PINSPinterest, Inc. | CL A | 2,979 | $92.3K | <0.1% | History |
| ROKURoku, Inc | COM CL A | 801 | $56.4K | <0.1% | History |
| EMREmerson Electric Co | Stock | 167 | $18.3K | <0.1% | History |
| Investment Managers Ser Tr I46144X123 | TRADR 2X SHORT | 38 | $1.74K | <0.1% | – |