Cedar Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Cedar Wealth Management, LLC held in its portfolio 232 assets valued at $334,333,535 (i.e. $334.33M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($67.41M), SCHWAB STRATEGIC TR ($39.64M), and INVESCO EXCHANGE TRADED FD T ($33.65M).
The chart below shows the top 10 valuable assets, and the table below shows the top 232 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Cedar Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 201060 | 67409302 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 1445198 | 39641773 | US DIVIDEND EQ |
| INVESCO EXCHANGE TRADED FD T | 567653 | 33650496 | S&P 500 TOP 50 |
| INVESCO EXCH TRADED FD TR II | 820382 | 28836435 | S&P INTL QULTY |
| VANGUARD WORLD FD | 202365 | 24478100 | ESG US STK ETF |
| INVESCO EXCHANGE TRADED FD T | 126998 | 14460014 | S&P 500 GARP ETF |
| DIMENSIONAL ETF TRUST | 302298 | 11967978 | US CORE EQUITY 2 |
| PHILIP MORRIS INTL INC | 70027 | 11232381 | COM |
| VANGUARD INDEX FDS | 14852 | 9313975 | S&P 500 ETF SHS |
| INVESCO EXCHANGE TRADED FD T | 97136 | 7290066 | S&P500 QUALITY |
| ISHARES TR | 18390 | 7114172 | RUSSELL 3000 ETF |
| VANGUARD INTL EQUITY INDEX F | 66596 | 5568070 | FTSE EUROPE ETF |
| ALPHABET INC | 15959 | 4995269 | CAP STK CL A |
| ALTRIA GROUP INC | 84786 | 4888742 | COM |
| AMAZON COM INC | 15418 | 3558783 | COM |
| APPLE INC | 10857 | 2951707 | COM |
| NVIDIA CORPORATION | 14172 | 2643078 | COM |
| SERIES PORTFOLIOS TR | 96781 | 2562761 | ELDRIDGE BBB B |
| MONDELEZ INTL INC | 42218 | 2272595 | CL A |
| MICROSOFT CORP | 4540 | 2195835 | COM |
| ISHARES INC | 26231 | 2117862 | MSCI JAPAN ETF |
| INVESCO ACTIVELY MANAGED EXC | 74214 | 1896168 | AAA CLO FLTNG RT |
| ISHARES TR | 24408 | 1662185 | MSCI USA QUALITY |
| ISHARES TR | 4784 | 1640632 | S&P 100 ETF |
| INVESCO QQQ TR | 2565 | 1575906 | UNIT SER 1 |
| US BANCORP DEL | 28554 | 1523615 | COM NEW |
| META PLATFORMS INC | 2126 | 1403463 | CL A |
| WISDOMTREE TR | 31134 | 1168352 | EURO QTLY DIV GR |
| ISHARES INC | 20666 | 1114544 | MSCI CDA ETF |
| ISHARES GOLD TR | 13365 | 1084837 | ISHARES NEW |
| FLEXSHARES TR | 26132 | 1064490 | HIG YLD VL ETF |
| ISHARES TR | 24812 | 1026224 | HDG MSCI EAFE |
| ISHARES TR | 4047 | 996210 | RUSSELL 2000 ETF |
| SITIME CORP | 2749 | 970919 | COM |
| NOVAGOLD RES INC | 99966 | 931683 | COM NEW |
| ISHARES TR | 16379 | 896095 | MSCI EMG MKT ETF |
| INVESCO EXCHANGE TRADED FD T | 4639 | 888732 | S&P500 EQL WGT |
| FLEXSHARES TR | 9967 | 805418 | QUALT DIVD IDX |
| TRANSOCEAN LTD | 190028 | 784816 | REGISTERED SHS |
| NEWMONT CORP | 7786 | 777432 | COM |
| FLEXSHARES TR | 9576 | 775291 | QLT DIV DEF IDX |
| VANGUARD SCOTTSDALE FDS | 6109 | 743771 | VNG RUS1000GRW |
| VANGUARD WHITEHALL FDS | 4798 | 688616 | HIGH DIV YLD |
| ASML HOLDING N V | 607 | 649405 | N Y REGISTRY SHS |
| FORD MTR CO | 47978 | 629471 | COM |
| GLOBAL E ONLINE LTD | 16006 | 629196 | SHS |
| BROADCOM INC | 1800 | 622980 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1212 | 609212 | CL B NEW |
| BARRICK MNG CORP | 13240 | 576602 | COM SHS |
| SEADRILL LTD | 15380 | 532148 | COM |
| FREEPORT-MCMORAN INC | 10405 | 528470 | CL B |
| ELI LILLY & CO | 474 | 509398 | COM |
| ISHARES INC | 19067 | 499362 | MSCI AUST ETF |
| TWILIO INC | 3260 | 463702 | CL A |
| ISHARES INC | 14519 | 461269 | MSCI BRAZIL ETF |
| VANGUARD SCOTTSDALE FDS | 7721 | 453472 | SHORT TERM TREAS |
| RH | 2422 | 433901 | COM |
| POET TECHNOLOGIES INC | 66555 | 421293 | COM NEW |
| SELECT SECTOR SPDR TR | 2647 | 409756 | STATE STREET HEA |
| VISA INC | 1149 | 402966 | COM CL A |
| WOODSIDE ENERGY GROUP LTD | 25468 | 397046 | SPONSORED ADR |
| ISHARES TR | 832 | 393981 | RUS 1000 GRW ETF |
| ISHARES TR | 3632 | 364580 | 0-3 MNTH TREASRY |
| ONTO INNOVATION INC | 2277 | 359447 | COM |
| CHEVRON CORP NEW | 2103 | 320553 | COM |
| ELDORADO GOLD CORP NEW | 8100 | 290952 | COM |
| AT&T INC | 11708 | 290827 | COM |
| ISHARES TR | 3195 | 278463 | 20 YR TR BD ETF |
| SPDR GOLD TR | 695 | 275435 | GOLD SHS |
| ISHARES TR | 3934 | 273093 | CORE DIV GRWTH |
| CAPRI HOLDINGS LIMITED | 11129 | 271548 | SHS |
| VALARIS LTD | 5308 | 267523 | CL A |
| ISHARES TR | 1840 | 259698 | SELECT DIVID ETF |
| VANGUARD WORLD FD | 333 | 251009 | INF TECH ETF |
| SPDR SERIES TRUST | 3037 | 244814 | STATE STREET SPD |
| MICRON TECHNOLOGY INC | 855 | 244026 | COM |
| ISHARES TR | 3445 | 240256 | FUTURE EXPONENTI |
| ALBEMARLE CORP | 1669 | 236063 | COM |
| ADOBE INC | 658 | 230293 | COM |
| CULLEN FROST BANKERS INC | 1800 | 227934 | COM |
| NOBLE CORP PLC | 8035 | 226908 | ORD SHS A |
| JPMORGAN CHASE & CO. | 692 | 223024 | COM |
| STARBUCKS CORP | 2556 | 215241 | COM |
| ADVANCED MICRO DEVICES INC | 936 | 200454 | COM |
| VANGUARD WHITEHALL FDS | 2168 | 198264 | INTL DVD ETF |
| SERVICENOW INC | 1245 | 190722 | COM |
| ANNALY CAPITAL MANAGEMENT IN | 8307 | 185745 | COM NEW |
| ADVISORSHARES TR | 34359 | 162174 | PURE US CANNABIS |
| OCCIDENTAL PETE CORP | 3848 | 158230 | COM |
| SPDR S&P 500 ETF TR | 227 | 154796 | TR UNIT |
| DIMENSIONAL ETF TRUST | 4709 | 154132 | WORLD EX US CORE |
| AMPLITUDE INC | 13204 | 152902 | COM CL A |
| MPLX LP | 2843 | 151731 | COM UNIT REP LTD |
| SUNOPTA INC | 38604 | 146695 | COM |
| PIMCO ETF TR | 1464 | 140429 | ENHNCD LW DUR AC |
| ISHARES TR | 965 | 136538 | MSCI ACWI ETF |
| COSTCO WHSL CORP NEW | 155 | 134008 | COM |
| HERCULES CAPITAL INC | 6559 | 123440 | COM |
| PFIZER INC | 4919 | 122483 | COM |
| CRONOS GROUP INC | 37935 | 99769 | COM |
| MERCK & CO INC | 935 | 98385 | COM |
| HIMS & HERS HEALTH INC | 2982 | 96826 | COM CL A |
| VANGUARD INTL EQUITY INDEX F | 1780 | 95693 | FTSE EMR MKT ETF |
| WALMART INC | 824 | 91803 | COM |
| SELECT SECTOR SPDR TR | 637 | 91709 | STATE STREET TEC |
| ISHARES TR | 2081 | 82095 | INTL SEL DIV ETF |
| ABBVIE INC | 356 | 81234 | COM |
| LAM RESEARCH CORP | 470 | 80455 | COM NEW |
| HOME DEPOT INC | 226 | 77829 | COM |
| INVESCO EXCH TRADED FD TR II | 1610 | 77280 | S&P500 HDL VOL |
| APPLIED MATLS INC | 265 | 67986 | COM |
| ARES CAPITAL CORP | 3302 | 66799 | COM |
| NIKE INC | 940 | 59887 | CL B |
| EATON CORP PLC | 187 | 59561 | SHS |
| VERTIV HOLDINGS CO | 364 | 58972 | COM CL A |
| ISHARES TR | 595 | 57252 | 7-10 YR TRSY BD |
| KENVUE INC | 3252 | 56097 | COM |
| DBX ETF TR | 1300 | 54806 | XTRACKERS HIGH |
| DOLLAR GEN CORP NEW | 409 | 54284 | COM |
| ARES DYNAMIC CR ALLOCATION F | 4026 | 53546 | COM |
| ISHARES TR | 427 | 50989 | 3 7 YR TREAS BD |
| INVESCO EXCH TRADED FD TR II | 4429 | 49782 | PFD ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 162 | 49230 | SPONSORED ADS |
| ISHARES TR | 477 | 45935 | US HOME CONS ETF |
| VANGUARD BD INDEX FDS | 582 | 45854 | SHORT TRM BOND |
| BLACKROCK INC | 42 | 44954 | COM |
| VANECK ETF TRUST | 509 | 43657 | GOLD MINERS ETF |
| SOFI TECHNOLOGIES INC | 1665 | 43590 | COM |
| AUTOMATIC DATA PROCESSING IN | 167 | 42957 | COM |
| RELIANCE INC | 141 | 40731 | COM |
| SERIES PORTFOLIOS TR | 1565 | 39923 | ELDRIDGE AAA CLO |
| VANGUARD INDEX FDS | 198 | 37772 | VALUE ETF |
| ALPHABET INC | 120 | 37656 | CAP STK CL C |
| VERIZON COMMUNICATIONS INC | 841 | 34249 | COM |
| BAIDU INC | 260 | 33972 | SPON ADR REP A |
| INTERCONTINENTAL EXCHANGE IN | 208 | 33688 | COM |
| ROBINHOOD MKTS INC | 286 | 32347 | COM CL A |
| SALESFORCE INC | 117 | 30994 | COM |
| MICROCHIP TECHNOLOGY INC. | 468 | 29821 | COM |
| KLA CORP | 22 | 26732 | COM NEW |
| VANECK ETHEREUM TR | 600 | 26064 | SHS |
| DEVON ENERGY CORP NEW | 707 | 25908 | COM |
| EXXON MOBIL CORP | 209 | 25151 | COM |
| PENNANTPARK INVT CORP | 3940 | 23482 | COM |
| THERMO FISHER SCIENTIFIC INC | 37 | 21440 | COM |
| BED BATH & BEYOND INC | 3881 | 21190 | COM |
| MERCADOLIBRE INC | 10 | 20143 | COM |
| VANGUARD TAX-MANAGED FDS | 318 | 19863 | VAN FTSE DEV MKT |
| PAYCHEX INC | 167 | 18734 | COM |
| APA CORPORATION | 761 | 18610 | COM |
| ABBOTT LABS | 148 | 18543 | COM |
| ROPER TECHNOLOGIES INC | 37 | 16470 | COM |
| SELECT SECTOR SPDR TR | 398 | 16071 | STATE STREET REA |
| PEPSICO INC | 109 | 15644 | COM |
| CISCO SYS INC | 184 | 14156 | COM |
| AGNC INVT CORP | 1220 | 13078 | COM |
| ISHARES INC | 157 | 11411 | MSCI EMRG CHN |
| PROSHARES TR | 868 | 10555 | BITCOIN ETF |
| BANK AMERICA CORP | 191 | 10530 | COM |
| JOHNSON & JOHNSON | 49 | 10136 | COM |
| PROCTER AND GAMBLE CO | 65 | 9364 | COM |
| INTEL CORP | 253 | 9328 | COM |
| GABELLI DIVID & INCOME TR | 336 | 9318 | COM |
| VANGUARD WORLD FD | 134 | 8680 | EXTENDED DUR |
| DTF TAX-FREE INCOME 2028 TER | 732 | 8359 | COM |
| ALIBABA GROUP HLDG LTD | 57 | 8355 | SPONSORED ADS |
| BIGBEAR AI HLDGS INC | 1525 | 8235 | COM |
| TRANE TECHNOLOGIES PLC | 21 | 8173 | SHS |
| CVS HEALTH CORP | 101 | 7983 | COM |
| INTUIT | 12 | 7949 | COM |
| PROLOGIS INC. | 59 | 7527 | COM |
| AMETEK INC | 36 | 7391 | COM |
| AMERICAN ELEC PWR CO INC | 63 | 7291 | COM |
| NOVARTIS AG | 50 | 6894 | SPONSORED ADR |
| INTERNATIONAL BUSINESS MACHS | 23 | 6735 | COM |
| ULTA BEAUTY INC | 11 | 6655 | COM |
| ALPS ETF TR | 140 | 6581 | ALERIAN MLP |
| J P MORGAN EXCHANGE TRADED F | 90 | 6573 | INTERNL GWT |
| ZHIHU INC | 1954 | 6409 | SPONSORED ADS |
| AMERIPRISE FINL INC | 13 | 6374 | COM |
| CONSOLIDATED EDISON INC | 64 | 6374 | COM |
| VISTRA CORP | 37 | 5893 | COM |
| COCA COLA CO | 82 | 5748 | COM |
| UNITEDHEALTH GROUP INC | 17 | 5717 | COM |
| CITIGROUP INC | 49 | 5702 | COM NEW |
| SYNCHRONY FINANCIAL | 68 | 5673 | COM |
| NETFLIX INC | 60 | 5626 | COM |
| NEXTERA ENERGY INC | 70 | 5589 | COM |
| DEERE & CO | 12 | 5587 | COM |
| JEFFERIES FINL GROUP INC | 88 | 5465 | COM |
| PAYPAL HLDGS INC | 90 | 5266 | COM |
| CSX CORP | 144 | 5220 | COM |
| WILLIAMS COS INC | 84 | 5038 | COM |
| KINDER MORGAN INC DEL | 181 | 4986 | COM |
| BLACKSTONE INC | 30 | 4632 | COM |
| BOSTON SCIENTIFIC CORP | 48 | 4577 | COM |
| 3M CO | 27 | 4249 | COM |
| KROGER CO | 66 | 4117 | COM |
| ILLINOIS TOOL WKS INC | 15 | 3695 | COM |
| MARATHON PETE CORP | 22 | 3578 | COM |
| JOBY AVIATION INC | 265 | 3498 | COMMON STOCK |
| SOUNDHOUND AI INC | 350 | 3490 | CLASS A COM |
| TYSON FOODS INC | 59 | 3455 | CL A |
| VALERO ENERGY CORP | 21 | 3419 | COM |
| KRAFT HEINZ CO | 136 | 3298 | COM |
| CONSTELLATION ENERGY CORP | 9 | 3179 | COM |
| UNITED PARCEL SERVICE INC | 31 | 3044 | CL B |
| MODERNA INC | 100 | 2949 | COM |
| CROWDSTRIKE HLDGS INC | 6 | 2813 | CL A |
| HONEYWELL INTL INC | 14 | 2731 | COM |
| GLOBANT S A | 40 | 2615 | COM |
| ALCON AG | 33 | 2601 | ORD SHS |
| DOMINION ENERGY INC | 43 | 2519 | COM |
| AMERICAN INTL GROUP INC | 28 | 2395 | COM NEW |
| SPROTT ASSET MANAGEMENT LP | 100 | 2365 | PHYSICAL SILVER |
| TESLA INC | 5 | 2249 | COM |
| ARISTA NETWORKS INC | 16 | 2096 | COM SHS |
| S&P GLOBAL INC | 4 | 2090 | COM |
| TEXAS INSTRS INC | 12 | 2082 | COM |
| SELECT SECTOR SPDR TR | 40 | 1788 | STATE STREET ENE |
| T-MOBILE US INC | 8 | 1624 | COM |
| ACCENTURE PLC IRELAND | 6 | 1610 | SHS CLASS A |
| VALE S A | 100 | 1303 | SPONSORED ADS |
| GLOBAL PMTS INC | 16 | 1238 | COM |
| MGM RESORTS INTERNATIONAL | 33 | 1204 | COM |
| VOYA FINANCIAL INC | 14 | 1043 | COM |
| EXELON CORP | 22 | 959 | COM |
| ATLASSIAN CORPORATION | 4 | 649 | CL A |
| DISNEY WALT CO | 5 | 569 | COM |
| CELANESE CORP DEL | 7 | 296 | COM |
| THE TRADE DESK INC | 6 | 228 | COM CL A |
| SOLSTICE ADVANCED MATLS INC | 2 | 97 | COM SHS |
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