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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Cedar Wealth Management, LLC

Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001665642-25-000006

Total Value
$326.3M
Positions
244
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (244)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769201,071$66.0M20.22%
2SCHWAB STRATEGIC TR8085247971,445,656$39.5M12.09%
3INVESCO EXCHANGE TRADED FD TIVZ541,680$31.2M9.55%
4INVESCO EXCH TRADED FD TR IIIVZ813,645$27.4M8.39%
5VANGUARD WORLD FD921910733202,551$24.0M7.35%
6INVESCO EXCHANGE TRADED FD TIVZ136,678$15.5M4.76%
7PHILIP MORRIS INTL INC71817210974,851$12.1M3.72%
8DIMENSIONAL ETF TRUST25434V708302,298$11.7M3.57%
9VANGUARD INDEX FDS92290836313,105$8.0M2.46%
10INVESCO EXCHANGE TRADED FD TIVZ97,336$7.1M2.19%
11ISHARES TR46428768917,725$6.7M2.06%
12ALTRIA GROUP INCMO89,333$5.9M1.81%
13VANGUARD INTL EQUITY INDEX F92204287466,595$5.3M1.63%
14ALPHABET INCGOOG15,959$3.9M1.19%
15AMAZON COM INCAMZN15,374$3.4M1.03%
16MONDELEZ INTL INC60920710549,155$3.1M0.94%
17SERIES PORTFOLIOS TR81752T528100,477$2.7M0.83%
18NVIDIA CORPORATIONNVDA14,172$2.6M0.81%
19APPLE INCAAPL10,107$2.6M0.79%
20MICROSOFT CORPMSFT4,246$2.2M0.67%
21ISHARES INC46434G82226,231$2.1M0.64%
22INVESCO ACTIVELY MANAGED EXCIVZ76,714$2.0M0.60%
23ISHARES TR4642871014,784$1.6M0.49%
24NOVAGOLD RES INC66987E206176,503$1.6M0.48%
25INVESCO QQQ TRIVZ2,576$1.5M0.47%
26US BANCORP DELUSB-PS31,918$1.5M0.47%
27META PLATFORMS INCMETA1,663$1.2M0.37%
28FLEXSHARES TRFLEX26,712$1.1M0.34%
29WISDOMTREE TRWT31,134$1.1M0.34%
30ISHARES INC46428650920,666$1.0M0.32%
31ISHARES TR46434V80324,812$982,8030.30%
32ISHARES TR4642876554,047$979,2120.30%
33ISHARES GOLD TRIAU13,365$972,5710.30%
34INVESCO EXCHANGE TRADED FD TIVZ4,639$880,1030.27%
35ISHARES TR46428723416,379$874,6390.27%
36FLEXSHARES TRFLEX9,967$791,3640.24%
37FLEXSHARES TRFLEX9,576$765,9480.23%
38SITIME CORPSITM2,377$716,2140.22%
39ASML HOLDING N VASMLF715$692,1840.21%
40VANGUARD WHITEHALL FDS9219464064,798$676,2850.21%
41ISHARES TR46436E4039,805$643,6000.20%
42BERKSHIRE HATHAWAY INC DELBRK-A1,212$609,3210.19%
43BROADCOM INCAVGO1,800$593,8380.18%
44TRANSOCEAN LTDRIG190,028$592,8870.18%
45FORD MTR CO34537086047,978$573,8170.18%
46GLOBAL E ONLINE LTDGLBE16,006$572,3750.18%
47RHRH2,575$523,1370.16%
48ISHARES INC46428610319,067$514,8060.16%
49OCCIDENTAL PETE CORP67459910510,574$499,6220.15%
50NEWMONT CORPNEMCL5,786$487,8180.15%
51SEADRILL LTDSDRL15,380$464,6300.14%
52VANGUARD SCOTTSDALE FDS92206C1027,676$451,7460.14%
53ISHARES INC46428640014,519$450,0890.14%
54BARRICK MNG CORP06849F10813,240$433,8750.13%
55HIMS & HERS HEALTH INCHIMS7,446$422,3370.13%
56FREEPORT-MCMORAN INCFCX10,405$408,0840.13%
57AMPLITUDE INCAMPL37,415$401,0890.12%
58VISA INCV1,149$392,2460.12%
59WOODSIDE ENERGY GROUP LTDWOPEF25,923$390,1410.12%
60ISHARES TR464287614832$389,9110.12%
61SELECT SECTOR SPDR TR81369Y2092,647$368,3830.11%
62PERRIGO CO PLCPRGO16,470$366,7870.11%
63ISHARES TR46436E7183,632$365,7420.11%
64AT&T INCT-PC11,895$335,9150.10%
65TWILIO INCTWLO3,327$332,9990.10%
66CHEVRON CORP NEWCVX2,103$326,6100.10%
67ANNALY CAPITAL MANAGEMENT INNLY-PJ14,715$297,3900.09%
68ARES DYNAMIC CR ALLOCATION F04014F10220,927$294,4430.09%
69SPDR GOLD TRGLD815$289,7080.09%
70ISHARES TR4642874323,195$285,5240.09%
71CAPRI HOLDINGS LIMITEDCPRI14,092$280,7130.09%
72VERTIV HOLDINGS COVRT1,826$275,4700.08%
73ISHARES TR46434V6213,934$267,8220.08%
74ISHARES TR4642871681,840$261,4640.08%
75VALARIS LTDVAL-WT5,291$258,0420.08%
76BED BATH & BEYOND INCBBBY-WT25,612$250,7410.08%
77VANGUARD WORLD FD92204A702333$248,6280.08%
78ISHARES TR46434V3813,445$247,8370.08%
79FLEXSHARES TRFLEX5,505$241,0290.07%
80ELDORADO GOLD CORP NEW2849025098,100$234,0090.07%
81ADOBE INCADBE658$232,1100.07%
82SERVICENOW INCNOW249$229,1500.07%
83NOBLE CORP PLCNE-WT8,035$227,2300.07%
84SUNOPTA INCSTKL38,604$226,2190.07%
85STARBUCKS CORPSBUX2,556$216,2380.07%
86PIMCO ETF TR72201R7182,168$208,4080.06%
87ELI LILLY & COLLY263$200,6690.06%
88VANGUARD WHITEHALL FDS9219468102,168$194,1880.06%
89ADVISORSHARES TR00768Y45336,632$175,4670.05%
90HERCULES CAPITAL INCHCXY8,959$169,4150.05%
91PROSHARES TR74347G19210,000$152,3000.05%
92SPDR S&P 500 ETF TRSPY227$151,2230.05%
93DIMENSIONAL ETF TRUST25434V8804,709$147,7750.05%
94ADVANCED MICRO DEVICES INCAMD902$145,9350.04%
95COSTCO WHSL CORP NEW22160K105155$143,8430.04%
96MICRON TECHNOLOGY INCMU855$143,0590.04%
97MPLX LPMPLXP2,843$142,0080.04%
98PROSHARES TR74347G4406,845$134,7100.04%
99ISHARES TR464288257965$133,4020.04%
100PFIZER INCPFE4,919$125,3360.04%
101STRATEGY INCSTRK345$111,1620.03%
102CRONOS GROUP INCCRON37,935$105,4590.03%
103MERCK & CO INCMRK1,174$98,5080.03%
104VANGUARD INTL EQUITY INDEX F9220428581,780$96,4400.03%
105NIKE INCNKE1,379$96,1700.03%
106HOME DEPOT INCHD226$91,6460.03%
107ALBEMARLE CORPALB-PA1,124$91,1340.03%
108ARES CAPITAL CORPARCC4,302$87,8040.03%
109WALMART INCWMT824$84,9230.03%
110ABBVIE INCABBV356$82,3190.03%
111INVESCO EXCH TRADED FD TR IIIVZ1,610$79,6150.02%
112ISHARES TR4642884482,081$76,0610.02%
113APPLIED MATLS INC038222105357$72,9990.02%
114EATON CORP PLCETN187$69,9850.02%
115LAM RESEARCH CORPLRCX470$62,9330.02%
116FIDELITY WISE ORIGIN BITCOINFBTC616$61,4830.02%
117ISHARES TR464287440595$57,4310.02%
118DBX ETF TR2330512591,300$55,5750.02%
119KENVUE INCKVUE3,252$52,7800.02%
120DOLLAR GEN CORP NEW256677105509$52,5910.02%
121INVESCO EXCH TRADED FD TR IIIVZ4,429$51,3760.02%
122ISHARES TR464288752477$51,1580.02%
123ISHARES TR464288661427$51,0570.02%
124AUTOMATIC DATA PROCESSING INADP167$49,0150.02%
125BLACKROCK INCBLK42$48,9670.02%
126VANGUARD BD INDEX FDS921937827582$45,9120.01%
127SALESFORCE INCCRM187$44,3190.01%
128VANECK ETF TRUST92189F106529$40,4160.01%
129SERIES PORTFOLIOS TR81752T4861,565$40,0170.01%
130RELIANCE INCRS141$39,5970.01%
131SOFI TECHNOLOGIES INCSOFI1,430$37,7810.01%
132TAIWAN SEMICONDUCTOR MFG LTD874039100134$37,4250.01%
133ROBINHOOD MKTS INC770700102261$37,3700.01%
134VERIZON COMMUNICATIONS INCVZ841$36,9570.01%
135VANGUARD INDEX FDS922908744198$36,8820.01%
136INTERCONTINENTAL EXCHANGE IN45866F104208$35,0440.01%
137BAIDU INCBAIDF260$34,2600.01%
138MICROCHIP TECHNOLOGY INC.MCHPP518$33,2660.01%
139ALPHABET INCGOOG120$29,2260.01%
140AGILENT TECHNOLOGIES INCA225$28,8790.01%
141PENNANTPARK INVT CORP7080621043,940$26,4370.01%
142DEVON ENERGY CORP NEW25179M103703$24,6640.01%
143KLA CORPKLAC22$23,7290.01%
144EXXON MOBIL CORPXOM209$23,5650.01%
145MERCADOLIBRE INCMELI10$23,3690.01%
146SPDR SERIES TRUST78464A854278$21,7790.01%
147PAYCHEX INCPAYX167$21,1690.01%
148ISHARES ETHEREUM TR46438R105665$20,9540.01%
149FIDUS INVT CORP316500107992$20,0980.01%
150ABBOTT LABSABLZF148$19,8230.01%
151COINBASE GLOBAL INCCOIN58$19,5740.01%
152BITMINE IMMERSION TECNOLOGIE09175A206370$19,2140.01%
153VANGUARD TAX-MANAGED FDS921943858318$19,0530.01%
154APA CORPORATIONAPA761$18,4730.01%
155ROPER TECHNOLOGIES INCROP37$18,4520.01%
156THERMO FISHER SCIENTIFIC INCTMO37$17,9460.01%
157E L F BEAUTY INCELF135$17,8850.01%
158ISHARES TR464287507262$17,1010.01%
159SELECT SECTOR SPDR TR81369Y860398$16,7800.01%
160JPMORGAN CHASE & CO.VYLD51$16,1330.00%
161PEPSICO INCPEP109$15,3080.00%
162ZHIHU INCZHIHF2,483$12,5890.00%
163CISCO SYS INCCSCO184$12,5730.00%
164CELSIUS HLDGS INCCELH207$11,9000.00%
165ISHARES INC46434G764157$10,5990.00%
166ALIBABA GROUP HLDG LTDBBAAY57$10,1880.00%
167PROCTER AND GAMBLE CO74271810965$10,0400.00%
168BIGBEAR AI HLDGS INCBBAI-WT1,525$9,9430.00%
169BANK AMERICA CORP060505104191$9,8770.00%
170SUPER MICRO COMPUTER INCSMCI195$9,3480.00%
171VANGUARD WORLD FD921910709134$9,1390.00%
172GABELLI DIVID & INCOME TR36242H104336$9,1030.00%
173JOHNSON & JOHNSONJNJ49$9,0820.00%
174TESLA INCTSLA20$8,8940.00%
175TRANE TECHNOLOGIES PLCTT21$8,8610.00%
176RTX CORPORATIONRTX52$8,6410.00%
177ARCHER AVIATION INCACHR-WT900$8,6220.00%
178INTEL CORPINTC253$8,4810.00%
179INTUITINTU12$8,1950.00%
180INVESCO EXCH TRADED FD TR IIIVZ167$7,7330.00%
181CVS HEALTH CORPCVS101$7,5840.00%
182NETFLIX INCNFLX6$7,1940.00%
183VISTRA CORPVST37$7,1570.00%
184AMERICAN ELEC PWR CO INC02553710163$7,1140.00%
185FUBOTV INCFUBO1,700$7,0550.00%
186ISHARES BITCOIN TRUST ETFIBIT105$6,8250.00%
187AMETEK INCAME36$6,7680.00%
188PROLOGIS INC.PLDGP59$6,7520.00%
189J P MORGAN EXCHANGE TRADED F46641Q32488$6,6030.00%
190MCDONALDS CORPMCD22$6,6000.00%
191ALPS ETF TR00162Q452140$6,5690.00%
192CONSOLIDATED EDISON INCED64$6,4510.00%
193INTERNATIONAL BUSINESS MACHSINTR23$6,4160.00%
194NOVARTIS AGNVSEF50$6,4120.00%
195AMERIPRISE FINL INC03076C10613$6,3860.00%
196PAYPAL HLDGS INCPYPL90$6,0350.00%
197UNITEDHEALTH GROUP INCUNH17$5,9800.00%
198JEFFERIES FINL GROUP INC47233W10988$5,7700.00%
199DEERE & CODE12$5,4870.00%
200COCA COLA COKO82$5,4530.00%
201PRUDENTIAL FINL INCPUKPF51$5,3150.00%
202WILLIAMS COS INC96945710084$5,3090.00%
203NEXTERA ENERGY INCNEE-PW70$5,2560.00%
204KINDER MORGAN INC DELEP-PC181$5,1350.00%
205BLACKSTONE INCBX30$5,1340.00%
206CSX CORPCSX144$5,1130.00%
207CITIGROUP INCC-PR49$4,9600.00%
208SYNCHRONY FINANCIALSYF-PB68$4,8310.00%
209SOUNDHOUND AI INCSOUNW300$4,8240.00%
210BOSTON SCIENTIFIC CORPBSX48$4,6860.00%
211KROGER COKR66$4,4420.00%
212HONEYWELL INTL INC43851610621$4,4210.00%
213JOBY AVIATION INCJOBY-WT265$4,2770.00%
214MARATHON PETE CORPMARA22$4,2400.00%
2153M COMMM27$4,1180.00%
216ILLINOIS TOOL WKS INC45230810915$3,9110.00%
217VALERO ENERGY CORPVLO21$3,5750.00%
218KRAFT HEINZ COKHC136$3,5420.00%
219BRISTOL-MYERS SQUIBB COCELG-RI71$3,2140.00%
220TYSON FOODS INCTSN59$3,2000.00%
221CONSTELLATION ENERGY CORPCEG9$2,9620.00%
222CROWDSTRIKE HLDGS INCCRWD6$2,9420.00%
223DOMINION ENERGY INCD43$2,6300.00%
224MODERNA INCMRNA100$2,5830.00%
225UNITED PARCEL SERVICE INCUPS31$2,5640.00%
226ALCON AGALC33$2,4590.00%
227ARISTA NETWORKS INCANET16$2,3310.00%
228GLOBANT S AGLOB40$2,2950.00%
229TEXAS INSTRS INC88250810412$2,2050.00%
230AMERICAN INTL GROUP INC02687478428$2,1990.00%
231S&P GLOBAL INCSPGI4$1,9470.00%
232T-MOBILE US INCTMUSZ8$1,9150.00%
233SELECT SECTOR SPDR TR81369Y50620$1,7870.00%
234SPROTT ASSET MANAGEMENT LPSII100$1,5700.00%
235ACCENTURE PLC IRELANDACN6$1,4800.00%
236GLOBAL PMTS INC37940X10216$1,3290.00%
237MGM RESORTS INTERNATIONALMGM33$1,1440.00%
238VALE S AVALE100$1,0860.00%
239VOYA FINANCIAL INCVOYA-PB14$1,0470.00%
240EXELON CORPEXC22$9900.00%
241ATLASSIAN CORPORATIONTEAM6$9580.00%
242DISNEY WALT CO2546871065$5730.00%
243CELANESE CORP DELCE7$2950.00%
244THE TRADE DESK INC88339J1056$2940.00%