13F HOLDINGS REPORT
Cedar Wealth Management, LLC
Quarter ended Q2 2025 · Filed August 8, 2025 · Accession 0001665642-25-000003
Total Value
$295.3M
Positions
230
Other Managers
0
Confidential Omitted
No
Holdings (230)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 201,071 | $61.1M | 20.70% |
| 2 | SCHWAB STRATEGIC TR | 808524797 | 1,285,407 | $34.1M | 11.54% |
| 3 | INVESCO EXCH TRADED FD TR II | IVZ | 782,599 | $25.8M | 8.74% |
| 4 | INVESCO EXCHANGE TRADED FD T | IVZ | 477,174 | $24.9M | 8.42% |
| 5 | VANGUARD WORLD FD | 921910733 | 202,551 | $22.2M | 7.52% |
| 6 | INVESCO EXCHANGE TRADED FD T | IVZ | 142,405 | $15.3M | 5.19% |
| 7 | PHILIP MORRIS INTL INC | 718172109 | 78,516 | $14.3M | 4.84% |
| 8 | DIMENSIONAL ETF TRUST | 25434V708 | 302,298 | $10.8M | 3.67% |
| 9 | INVESCO EXCHANGE TRADED FD T | IVZ | 94,502 | $6.7M | 2.28% |
| 10 | ISHARES TR | 464287689 | 18,025 | $6.3M | 2.14% |
| 11 | ALTRIA GROUP INC | MO | 94,920 | $5.6M | 1.88% |
| 12 | VANGUARD INTL EQUITY INDEX F | 922042874 | 66,595 | $5.2M | 1.75% |
| 13 | VANGUARD INDEX FDS | 922908363 | 8,268 | $4.7M | 1.59% |
| 14 | AMAZON COM INC | AMZN | 15,327 | $3.4M | 1.14% |
| 15 | MONDELEZ INTL INC | 609207105 | 49,293 | $3.3M | 1.13% |
| 16 | ALPHABET INC | GOOG | 16,183 | $2.9M | 0.97% |
| 17 | SERIES PORTFOLIOS TR | 81752T528 | 94,596 | $2.5M | 0.86% |
| 18 | NVIDIA CORPORATION | NVDA | 14,472 | $2.3M | 0.77% |
| 19 | MICROSOFT CORP | MSFT | 4,259 | $2.1M | 0.72% |
| 20 | ISHARES INC | 46434G822 | 26,231 | $2.0M | 0.67% |
| 21 | INVESCO ACTIVELY MANAGED EXC | IVZ | 69,152 | $1.8M | 0.60% |
| 22 | APPLE INC | AAPL | 7,760 | $1.6M | 0.54% |
| 23 | US BANCORP DEL | USB-PS | 32,517 | $1.5M | 0.50% |
| 24 | ISHARES TR | 464287101 | 4,784 | $1.5M | 0.49% |
| 25 | INVESCO QQQ TR | IVZ | 2,616 | $1.4M | 0.49% |
| 26 | FLEXSHARES TR | FLEX | 30,724 | $1.3M | 0.43% |
| 27 | META PLATFORMS INC | META | 1,580 | $1.2M | 0.39% |
| 28 | WISDOMTREE TR | WT | 31,134 | $1.1M | 0.37% |
| 29 | NOVAGOLD RES INC | 66987E206 | 263,439 | $1.1M | 0.36% |
| 30 | ISHARES INC | 464286509 | 20,666 | $954,792 | 0.32% |
| 31 | ISHARES TR | 46434V803 | 24,812 | $941,864 | 0.32% |
| 32 | ISHARES TR | 464287655 | 4,178 | $901,575 | 0.31% |
| 33 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,624 | $840,447 | 0.28% |
| 34 | ISHARES GOLD TR | IAU | 13,365 | $833,441 | 0.28% |
| 35 | ISHARES TR | 464287234 | 16,379 | $790,123 | 0.27% |
| 36 | BROADCOM INC | AVGO | 2,820 | $777,333 | 0.26% |
| 37 | FLEXSHARES TR | FLEX | 9,967 | $729,371 | 0.25% |
| 38 | FLEXSHARES TR | FLEX | 9,576 | $709,127 | 0.24% |
| 39 | VANGUARD WHITEHALL FDS | 921946406 | 4,798 | $639,628 | 0.22% |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,212 | $588,753 | 0.20% |
| 41 | ASML HOLDING N V | ASMLF | 715 | $572,994 | 0.19% |
| 42 | GLOBAL E ONLINE LTD | GLBE | 16,006 | $536,841 | 0.18% |
| 43 | FORD MTR CO | 345370860 | 47,978 | $520,561 | 0.18% |
| 44 | ISHARES INC | 464286103 | 19,067 | $501,840 | 0.17% |
| 45 | TRANSOCEAN LTD | RIG | 190,028 | $492,173 | 0.17% |
| 46 | AMPLITUDE INC | AMPL | 37,415 | $463,946 | 0.16% |
| 47 | RH | RH | 2,422 | $457,782 | 0.16% |
| 48 | VANGUARD SCOTTSDALE FDS | 92206C102 | 7,629 | $448,430 | 0.15% |
| 49 | OCCIDENTAL PETE CORP | 674599105 | 10,576 | $444,298 | 0.15% |
| 50 | FLEXSHARES TR | FLEX | 11,009 | $441,590 | 0.15% |
| 51 | PERRIGO CO PLC | PRGO | 16,470 | $440,078 | 0.15% |
| 52 | ISHARES INC | 464286400 | 14,519 | $418,873 | 0.14% |
| 53 | TWILIO INC | TWLO | 3,327 | $413,746 | 0.14% |
| 54 | SEADRILL LTD | SDRL | 15,380 | $403,725 | 0.14% |
| 55 | WOODSIDE ENERGY GROUP LTD | WOPEF | 25,923 | $399,992 | 0.14% |
| 56 | VISA INC | V | 1,061 | $376,708 | 0.13% |
| 57 | HIMS & HERS HEALTH INC | HIMS | 7,446 | $371,183 | 0.13% |
| 58 | SELECT SECTOR SPDR TR | 81369Y209 | 2,647 | $356,789 | 0.12% |
| 59 | ISHARES TR | 464287614 | 832 | $353,426 | 0.12% |
| 60 | AT&T INC | T-PC | 11,895 | $344,241 | 0.12% |
| 61 | NEWMONT CORP | NEMCL | 5,098 | $297,009 | 0.10% |
| 62 | ARES DYNAMIC CR ALLOCATION F | 04014F102 | 20,166 | $286,761 | 0.10% |
| 63 | CHEVRON CORP NEW | CVX | 1,973 | $282,546 | 0.10% |
| 64 | ISHARES TR | 464287432 | 3,193 | $281,767 | 0.10% |
| 65 | ADOBE INC | ADBE | 724 | $280,101 | 0.09% |
| 66 | ANNALY CAPITAL MANAGEMENT IN | NLY-PJ | 14,715 | $276,936 | 0.09% |
| 67 | BARRICK MNG CORP | 06849F108 | 13,240 | $275,657 | 0.09% |
| 68 | ISHARES TR | 464287168 | 1,944 | $258,183 | 0.09% |
| 69 | ELDORADO GOLD CORP NEW | 284902509 | 12,600 | $256,284 | 0.09% |
| 70 | SERVICENOW INC | NOW | 249 | $255,992 | 0.09% |
| 71 | ISHARES TR | 46434V621 | 3,934 | $251,535 | 0.09% |
| 72 | CAPRI HOLDINGS LIMITED | CPRI | 14,092 | $249,428 | 0.08% |
| 73 | SPDR GOLD TR | GLD | 815 | $248,436 | 0.08% |
| 74 | STARBUCKS CORP | SBUX | 2,556 | $234,206 | 0.08% |
| 75 | ISHARES TR | 46434V381 | 3,445 | $224,787 | 0.08% |
| 76 | SUNOPTA INC | STKL | 38,604 | $223,903 | 0.08% |
| 77 | VALARIS LTD | VAL-WT | 5,291 | $222,804 | 0.08% |
| 78 | VANGUARD WORLD FD | 92204A702 | 333 | $220,872 | 0.07% |
| 79 | PIMCO ETF TR | 72201R718 | 2,270 | $217,500 | 0.07% |
| 80 | NOBLE CORP PLC | NE-WT | 8,035 | $213,329 | 0.07% |
| 81 | ELI LILLY & CO | LLY | 266 | $207,355 | 0.07% |
| 82 | VANGUARD WHITEHALL FDS | 921946810 | 2,168 | $195,380 | 0.07% |
| 83 | HERCULES CAPITAL INC | HCXY | 9,759 | $178,395 | 0.06% |
| 84 | BEYOND INC | BBBY-WT | 25,612 | $176,211 | 0.06% |
| 85 | APA CORPORATION | APA | 8,724 | $159,559 | 0.05% |
| 86 | COSTCO WHSL CORP NEW | 22160K105 | 155 | $153,820 | 0.05% |
| 87 | SPDR S&P 500 ETF TR | SPY | 227 | $140,252 | 0.05% |
| 88 | DIMENSIONAL ETF TRUST | 25434V880 | 4,709 | $138,309 | 0.05% |
| 89 | PFIZER INC | PFE | 5,600 | $135,744 | 0.05% |
| 90 | ISHARES TR | 464288257 | 965 | $124,099 | 0.04% |
| 91 | MPLX LP | MPLXP | 2,300 | $118,473 | 0.04% |
| 92 | NIKE INC | NKE | 1,567 | $111,333 | 0.04% |
| 93 | MICRON TECHNOLOGY INC | MU | 855 | $105,379 | 0.04% |
| 94 | MERCK & CO INC | MRK | 1,318 | $104,357 | 0.04% |
| 95 | ARES CAPITAL CORP | ARCC | 4,302 | $94,472 | 0.03% |
| 96 | ADVANCED MICRO DEVICES INC | AMD | 656 | $93,086 | 0.03% |
| 97 | ADVISORSHARES TR | 00768Y453 | 36,632 | $88,283 | 0.03% |
| 98 | VANGUARD INTL EQUITY INDEX F | 922042858 | 1,780 | $88,039 | 0.03% |
| 99 | HOME DEPOT INC | HD | 226 | $82,927 | 0.03% |
| 100 | WALMART INC | WMT | 824 | $80,572 | 0.03% |
| 101 | INVESCO EXCH TRADED FD TR II | IVZ | 1,610 | $76,572 | 0.03% |
| 102 | CRONOS GROUP INC | CRON | 37,935 | $72,456 | 0.02% |
| 103 | ISHARES TR | 464288448 | 2,081 | $71,815 | 0.02% |
| 104 | ALBEMARLE CORP | ALB-PA | 1,124 | $70,441 | 0.02% |
| 105 | KENVUE INC | KVUE | 3,252 | $68,064 | 0.02% |
| 106 | EATON CORP PLC | ETN | 187 | $66,757 | 0.02% |
| 107 | ABBVIE INC | ABBV | 355 | $65,950 | 0.02% |
| 108 | APPLIED MATLS INC | 038222105 | 357 | $65,273 | 0.02% |
| 109 | RELIANCE INC | RS | 188 | $59,013 | 0.02% |
| 110 | DOLLAR GEN CORP NEW | 256677105 | 509 | $58,203 | 0.02% |
| 111 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 616 | $57,898 | 0.02% |
| 112 | ISHARES TR | 464287440 | 592 | $56,655 | 0.02% |
| 113 | DBX ETF TR | 233051259 | 1,300 | $55,141 | 0.02% |
| 114 | PROLOGIS INC. | PLDGP | 517 | $54,343 | 0.02% |
| 115 | AGILENT TECHNOLOGIES INC | A | 445 | $52,514 | 0.02% |
| 116 | AUTOMATIC DATA PROCESSING IN | ADP | 167 | $51,503 | 0.02% |
| 117 | SALESFORCE INC | CRM | 187 | $50,993 | 0.02% |
| 118 | ISHARES TR | 464288661 | 425 | $50,582 | 0.02% |
| 119 | INVESCO EXCH TRADED FD TR II | IVZ | 4,429 | $49,295 | 0.02% |
| 120 | ISHARES TR | 464288752 | 500 | $46,585 | 0.02% |
| 121 | LAM RESEARCH CORP | LRCX | 470 | $45,750 | 0.02% |
| 122 | VANGUARD BD INDEX FDS | 921937827 | 578 | $45,494 | 0.02% |
| 123 | MICROCHIP TECHNOLOGY INC. | MCHPP | 628 | $44,192 | 0.01% |
| 124 | BLACKROCK INC | BLK | 42 | $44,069 | 0.01% |
| 125 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 208 | $38,162 | 0.01% |
| 126 | ASTRAZENECA PLC | AZN | 534 | $37,316 | 0.01% |
| 127 | VANGUARD INDEX FDS | 922908744 | 197 | $34,765 | 0.01% |
| 128 | VANECK ETF TRUST | 92189F106 | 629 | $32,746 | 0.01% |
| 129 | ROPER TECHNOLOGIES INC | ROP | 51 | $28,916 | 0.01% |
| 130 | PENNANTPARK INVT CORP | 708062104 | 3,940 | $26,950 | 0.01% |
| 131 | NOVARTIS AG | NVSEF | 217 | $26,259 | 0.01% |
| 132 | MERCADOLIBRE INC | MELI | 10 | $26,136 | 0.01% |
| 133 | VERIZON COMMUNICATIONS INC | VZ | 565 | $24,434 | 0.01% |
| 134 | PAYCHEX INC | PAYX | 167 | $24,292 | 0.01% |
| 135 | BAIDU INC | BAIDF | 260 | $22,298 | 0.01% |
| 136 | DEVON ENERGY CORP NEW | 25179M103 | 700 | $22,251 | 0.01% |
| 137 | ALPHABET INC | GOOG | 120 | $21,287 | 0.01% |
| 138 | ABBOTT LABS | ABLZF | 148 | $20,129 | 0.01% |
| 139 | FIDUS INVT CORP | 316500107 | 992 | $20,038 | 0.01% |
| 140 | SERIES PORTFOLIOS TR | 81752T486 | 781 | $19,994 | 0.01% |
| 141 | KLA CORP | KLAC | 22 | $19,706 | 0.01% |
| 142 | SPDR INDEX SHS FDS | 78463X509 | 429 | $18,332 | 0.01% |
| 143 | VANGUARD TAX-MANAGED FDS | 921943858 | 318 | $18,127 | 0.01% |
| 144 | INTEL CORP | INTC | 784 | $17,558 | 0.01% |
| 145 | SELECT SECTOR SPDR TR | 81369Y860 | 398 | $16,498 | 0.01% |
| 146 | ISHARES TR | 464287507 | 262 | $16,252 | 0.01% |
| 147 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 70 | $15,854 | 0.01% |
| 148 | THERMO FISHER SCIENTIFIC INC | TMO | 37 | $15,002 | 0.01% |
| 149 | JPMORGAN CHASE & CO. | VYLD | 51 | $14,791 | 0.01% |
| 150 | AIR LEASE CORP | AIIR | 225 | $13,160 | 0.00% |
| 151 | NUCOR CORP | NUE | 100 | $12,954 | 0.00% |
| 152 | CISCO SYS INC | CSCO | 183 | $12,674 | 0.00% |
| 153 | JOHNSON & JOHNSON | JNJ | 72 | $10,968 | 0.00% |
| 154 | AMERIPRISE FINL INC | 03076C106 | 20 | $10,675 | 0.00% |
| 155 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 375 | $10,646 | 0.00% |
| 156 | TRANSDIGM GROUP INC | TDG | 7 | $10,644 | 0.00% |
| 157 | PROCTER AND GAMBLE CO | 742718109 | 65 | $10,344 | 0.00% |
| 158 | ISHARES INC | 46434G764 | 157 | $9,913 | 0.00% |
| 159 | ZHIHU INC | ZHIHF | 2,483 | $9,882 | 0.00% |
| 160 | INTUIT | INTU | 12 | $9,452 | 0.00% |
| 161 | TRANE TECHNOLOGIES PLC | TT | 21 | $9,186 | 0.00% |
| 162 | BANK AMERICA CORP | 060505104 | 191 | $9,059 | 0.00% |
| 163 | TESLA INC | TSLA | 28 | $8,894 | 0.00% |
| 164 | VANGUARD WORLD FD | 921910709 | 132 | $8,877 | 0.00% |
| 165 | GABELLI DIVID & INCOME TR | 36242H104 | 334 | $8,682 | 0.00% |
| 166 | PEPSICO INC | PEP | 62 | $8,186 | 0.00% |
| 167 | NETFLIX INC | NFLX | 6 | $8,035 | 0.00% |
| 168 | MODERNA INC | MRNA | 290 | $8,001 | 0.00% |
| 169 | INVESCO EXCH TRADED FD TR II | IVZ | 167 | $7,606 | 0.00% |
| 170 | RTX CORPORATION | RTX | 52 | $7,540 | 0.00% |
| 171 | CVS HEALTH CORP | CVS | 107 | $7,383 | 0.00% |
| 172 | VISTRA CORP | VST | 37 | $7,079 | 0.00% |
| 173 | INTERNATIONAL BUSINESS MACHS | INTR | 23 | $6,703 | 0.00% |
| 174 | ALPS ETF TR | 00162Q452 | 137 | $6,702 | 0.00% |
| 175 | AMERICAN ELEC PWR CO INC | 025537101 | 63 | $6,561 | 0.00% |
| 176 | AMETEK INC | AME | 36 | $6,515 | 0.00% |
| 177 | ALIBABA GROUP HLDG LTD | BBAAY | 57 | $6,464 | 0.00% |
| 178 | CONSOLIDATED EDISON INC | ED | 64 | $6,440 | 0.00% |
| 179 | MCDONALDS CORP | MCD | 22 | $6,346 | 0.00% |
| 180 | J P MORGAN EXCHANGE TRADED F | 46641Q324 | 88 | $6,267 | 0.00% |
| 181 | QUALCOMM INC | QCOM | 39 | $6,211 | 0.00% |
| 182 | DEERE & CO | DE | 12 | $6,102 | 0.00% |
| 183 | UNITEDHEALTH GROUP INC | UNH | 19 | $6,027 | 0.00% |
| 184 | COCA COLA CO | KO | 82 | $5,776 | 0.00% |
| 185 | PRUDENTIAL FINL INC | PUKPF | 51 | $5,505 | 0.00% |
| 186 | ACCENTURE PLC IRELAND | ACN | 18 | $5,380 | 0.00% |
| 187 | KINDER MORGAN INC DEL | EP-PC | 179 | $5,275 | 0.00% |
| 188 | WILLIAMS COS INC | 969457100 | 84 | $5,264 | 0.00% |
| 189 | BOSTON SCIENTIFIC CORP | BSX | 48 | $5,156 | 0.00% |
| 190 | HONEYWELL INTL INC | 438516106 | 21 | $4,890 | 0.00% |
| 191 | NEXTERA ENERGY INC | NEE-PW | 70 | $4,833 | 0.00% |
| 192 | JEFFERIES FINL GROUP INC | 47233W109 | 88 | $4,823 | 0.00% |
| 193 | KROGER CO | KR | 66 | $4,727 | 0.00% |
| 194 | CSX CORP | CSX | 144 | $4,699 | 0.00% |
| 195 | SYNCHRONY FINANCIAL | SYF-PB | 68 | $4,538 | 0.00% |
| 196 | BLACKSTONE INC | BX | 30 | $4,467 | 0.00% |
| 197 | CITIGROUP INC | C-PR | 49 | $4,160 | 0.00% |
| 198 | 3M CO | MMM | 27 | $4,040 | 0.00% |
| 199 | TEXAS INSTRS INC | 882508104 | 18 | $3,737 | 0.00% |
| 200 | ILLINOIS TOOL WKS INC | 452308109 | 15 | $3,709 | 0.00% |
| 201 | MARATHON PETE CORP | MARA | 22 | $3,654 | 0.00% |
| 202 | GLOBANT S A | GLOB | 40 | $3,634 | 0.00% |
| 203 | KRAFT HEINZ CO | KHC | 136 | $3,512 | 0.00% |
| 204 | ICAHN ENTERPRISES LP | IEP | 420 | $3,379 | 0.00% |
| 205 | TYSON FOODS INC | TSN | 59 | $3,297 | 0.00% |
| 206 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 70 | $3,253 | 0.00% |
| 207 | UNITED PARCEL SERVICE INC | UPS | 31 | $3,098 | 0.00% |
| 208 | CROWDSTRIKE HLDGS INC | CRWD | 6 | $3,056 | 0.00% |
| 209 | ALCON AG | ALC | 33 | $2,913 | 0.00% |
| 210 | CONSTELLATION ENERGY CORP | CEG | 9 | $2,905 | 0.00% |
| 211 | VALERO ENERGY CORP | VLO | 21 | $2,823 | 0.00% |
| 212 | DOMINION ENERGY INC | D | 43 | $2,430 | 0.00% |
| 213 | GLOBAL PMTS INC | 37940X102 | 30 | $2,401 | 0.00% |
| 214 | AMERICAN INTL GROUP INC | 026874784 | 28 | $2,397 | 0.00% |
| 215 | SPROTT PHYSICAL SILVER TR | SII | 183 | $2,240 | 0.00% |
| 216 | S&P GLOBAL INC | SPGI | 4 | $2,109 | 0.00% |
| 217 | T-MOBILE US INC | TMUSZ | 8 | $1,906 | 0.00% |
| 218 | SELECT SECTOR SPDR TR | 81369Y506 | 20 | $1,696 | 0.00% |
| 219 | ARISTA NETWORKS INC | ANET | 16 | $1,637 | 0.00% |
| 220 | CONSTELLATION BRANDS INC | STZ | 10 | $1,627 | 0.00% |
| 221 | EXXON MOBIL CORP | XOM | 12 | $1,294 | 0.00% |
| 222 | ATLASSIAN CORPORATION | TEAM | 6 | $1,219 | 0.00% |
| 223 | MGM RESORTS INTERNATIONAL | MGM | 33 | $1,135 | 0.00% |
| 224 | SKYWORKS SOLUTIONS INC | SWKS | 14 | $1,043 | 0.00% |
| 225 | VOYA FINANCIAL INC | VOYA-PB | 14 | $994 | 0.00% |
| 226 | VALE S A | VALE | 100 | $971 | 0.00% |
| 227 | EXELON CORP | EXC | 22 | $955 | 0.00% |
| 228 | THE TRADE DESK INC | 88339J105 | 12 | $864 | 0.00% |
| 229 | CELANESE CORP DEL | CE | 14 | $775 | 0.00% |
| 230 | DISNEY WALT CO | 254687106 | 5 | $620 | 0.00% |