Cedar Wealth Management, LLC
Top Portfolio Positions
156 positions ·
$56,880,181 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PM |
Philip Morris International Inc.
Consumer Defensive
|
70,027 | $11,232,330 | 19.75% |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,959 | $4,995,167 | 8.78% |
| MO |
Altria Group, Inc.
Consumer Defensive
|
84,786 | $4,888,760 | 8.59% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,418 | $3,558,782 | 6.26% |
| AAPL |
Apple Inc.
Technology
|
10,857 | $2,951,584 | 5.19% |
| NVDA |
Nvidia Corp
Technology
|
14,172 | $2,643,078 | 4.65% |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
42,218 | $2,272,594 | 4.00% |
| MSFT |
Microsoft Corp
Technology
|
4,540 | $2,195,634 | 3.86% |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,565 | $1,575,705 | 2.77% |
| USB |
Us Bancorp \De\
Financial Services
|
28,554 | $1,523,641 | 2.68% |
Portfolio Trend
Holdings in PNNT
Export CSVShares Held
Position Value (USD)
17 of 17 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $23,482 | 3,940 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $26,437 | 3,940 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $26,949 | 3,940 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $27,698 | 3,940 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $27,895 | 3,940 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $27,540 | 3,940 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $29,747 | 3,940 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $27,107 | 3,940 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $27,225 | 3,940 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $25,925 | 3,940 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $23,206 | 3,940 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $28,459 | 5,390 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $30,992 | 5,390 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $29,429 | 5,390 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $33,310 | 5,390 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $81,690 | 10,500 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $72,765 | 10,500 | Shares | Sole | 2022-02-11 | |
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