BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Cedar Wealth Management, LLC

· CIK 0001665642
13F Portfolio $344M AUM 89 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 21 Added 17 Reduced 148 Exited
Page 8 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 33 $1K SOLD
142 VOYA VOYA FINANCIAL INC Financial Services 14 $1K SOLD
143 EXC EXELON CORP Utilities 22 $959.0 SOLD
144 TEAM ATLASSIAN CORPORATION Technology 4 $649.0 SOLD
145 DIS DISNEY WALT CO Communication Services 5 $569.0 SOLD
146 CE CELANESE CORP DEL Basic Materials 7 $296.0 SOLD
147 TTD THE TRADE DESK INC Technology 6 $228.0 SOLD
148 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2 $97.0 SOLD
Page 8 of 8  ·  148 positions
Sector Allocation
Consumer Defensive 34.9%
Technology 18.7%
Communication Services 14.4%
Consumer Cyclical 8.9%
Financial Services 8.7%
Energy 7.3%
Basic Materials 6.1%
Healthcare 0.9%