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CMA

Cedar Mountain Advisors Portfolio holdings

AUM $581M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
+5.55%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$514M
AUM Growth
+$32.4M
Cap. Flow
+$6.32M
Cap. Flow %
1.23%
Top 10 Hldgs %
71.26%
Holding
697
New
340
Increased
152
Reduced
43
Closed
4

Top Buys

Rank Stock Value
1
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.72M
2
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$4.95M
3
ADP icon
Automatic Data Processing
ADP
+$1.21M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.02M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$984K

Top Sells

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.65M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.21M
3
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$2.12M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.52M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$900K

Sector Composition

Rank Sector Weight
1 Technology 2.7%
2 Industrials 0.73%
3 Consumer Discretionary 0.71%
4 Financials 0.46%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLOK icon
226
Amplify Blockchain Technology ETF
BLOK
$1.1B
$14.1K ﹤0.01%
210
– –
IREN icon
227
Iris Energy
IREN
$13.2B
$14.1K ﹤0.01%
300
-200
-40% -$4.86K
AU icon
228
AngloGold Ashanti
AU
$40.3B
$14.1K ﹤0.01%
200
– –
IYW icon
229
iShares US Technology ETF
IYW
$23.7B
$13.9K ﹤0.01%
+71
New +$13K
ROBO icon
230
ROBO Global Robotics & Automation Index ETF
ROBO
$1.9B
$13.8K ﹤0.01%
211
– –
BN icon
231
Brookfield
BN
$102B
$13.6K ﹤0.01%
+297
New +$13.2K
CAT icon
232
Caterpillar
CAT
$409B
$13.1K ﹤0.01%
27
-63
-70% -$26.9K
UBER icon
233
Uber
UBER
$134B
$12.6K ﹤0.01%
129
+13
+11% +$1.22K
VICI icon
234
VICI Properties
VICI
$29.4B
$12.5K ﹤0.01%
384
+209
+119% +$6.89K
FDX icon
235
FedEx
FDX
$74.5B
$12.5K ﹤0.01%
53
– –
NEE icon
236
NextEra Energy
NEE
$187B
$12.5K ﹤0.01%
+166
New +$12.1K
BOTZ icon
237
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.15B
$12.4K ﹤0.01%
351
+1
+0.3% +$34
C icon
238
Citigroup
C
$222B
$12.4K ﹤0.01%
122
+102
+510% +$9.68K
ETY icon
239
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.27B
$12.2K ﹤0.01%
768
– –
CI icon
240
Cigna
CI
$76.6B
$12.1K ﹤0.01%
42
+23
+121% +$6.8K
OEF icon
241
iShares S&P 100 ETF
OEF
$19.8B
$12K ﹤0.01%
+36
New +$11.4K
SHOP icon
242
Shopify
SHOP
$148B
$11.9K ﹤0.01%
80
-20
-20% -$2.71K
XAR icon
243
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.07B
$11.7K ﹤0.01%
+50
New +$10.9K
UPS icon
244
United Parcel Service
UPS
$97.6B
$11.4K ﹤0.01%
137
+67
+96% +$6.07K
OC icon
245
Owens Corning
OC
$11.5B
$11.3K ﹤0.01%
80
+1
+1% +$147
EBAY icon
246
eBay
EBAY
$48.6B
$11K ﹤0.01%
121
+27
+29% +$2.39K
LSCC icon
247
Lattice Semiconductor
LSCC
$17.6B
$11K ﹤0.01%
+150
New +$9.13K
SCHA icon
248
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$10.7K ﹤0.01%
384
– –
SPGI icon
249
S&P Global
SPGI
$126B
$10.7K ﹤0.01%
22
– –
EXC icon
250
Exelon
EXC
$48.6B
$10.6K ﹤0.01%
236
+2
+0.9% +$88
8 9
10
11 12

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Cedar Mountain Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Cedar Mountain Advisors held 697 positions worth $514M, up 6.7% from $481M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Cedar Mountain Advisors's Q3 2025 filing shows 340 new, 152 increased, 43 reduced and 4 closed positions. Its largest new stake was iShares MSCI EAFE ETF: 62,960 shares worth $5.88M. The largest sale was iShares Russell 1000 Growth ETF, an estimated $3.65M.

By sector, the portfolio is most concentrated in Technology at 2.7% of assets, up from 2.3% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Cedar Mountain Advisors's largest Q3 2025 buy was iShares MSCI EAFE ETF: 62,960 shares worth $5.88M.
  • Cedar Mountain Advisors added most to Automatic Data Processing in Q3 2025, an estimated $1.21M increase.
  • Cedar Mountain Advisors's biggest Q3 2025 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $3.65M.
  • Cedar Mountain Advisors fully exited Hydrofarm Holdings in Q3 2025, selling an estimated $26.4K.
  • Cedar Mountain Advisors's ten largest holdings make up 71% of its $514M portfolio in Q3 2025.
  • Cedar Mountain Advisors opened 340 new positions and closed 4 in Q3 2025.
  • Cedar Mountain Advisors's portfolio value rose 6.7% quarter-over-quarter to $514M.

Based on Cedar Mountain Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.