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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
+1.36%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$518M
AUM Growth
+$4.77M
Cap. Flow
-$1.44M
Cap. Flow %
-0.28%
Top 10 Hldgs %
71.43%
Holding
804
New
111
Increased
165
Reduced
100
Closed
47

Top Buys

Rank Stock Value
1
VHT icon
Vanguard Health Care ETF
VHT
+$452K
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$328K
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$252K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$241K
5
VFH icon
Vanguard Financials ETF
VFH
+$238K

Top Sells

Rank Stock Value
1
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.26M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$671K
3
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$453K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$427K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$425K

Sector Composition

Rank Sector Weight
1 Technology 2.52%
2 Industrials 0.73%
3 Consumer Discretionary 0.68%
4 Financials 0.45%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDT icon
226
Medtronic
MDT
$107B
$13.6K ﹤0.01%
142
-25
-15% -$2.43K
BN icon
227
Brookfield
BN
$102B
$13.6K ﹤0.01%
297
– –
IYW icon
228
iShares US Technology ETF
IYW
$23.7B
$13K ﹤0.01%
65
-6
-8% -$1.2K
MU icon
229
Micron Technology
MU
$1.04T
$12.9K ﹤0.01%
45
– –
BOTZ icon
230
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.15B
$12.7K ﹤0.01%
351
– –
OEF icon
231
iShares S&P 100 ETF
OEF
$19.8B
$12.4K ﹤0.01%
36
– –
UBER icon
232
Uber
UBER
$134B
$12.2K ﹤0.01%
149
+20
+16% +$1.8K
XAR icon
233
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.07B
$12.1K ﹤0.01%
50
– –
BLOK icon
234
Amplify Blockchain Technology ETF
BLOK
$1.1B
$12K ﹤0.01%
212
+2
+1% +$129
CI icon
235
Cigna
CI
$76.6B
$11.6K ﹤0.01%
42
– –
SPGI icon
236
S&P Global
SPGI
$126B
$11.5K ﹤0.01%
22
– –
LSCC icon
237
Lattice Semiconductor
LSCC
$17.6B
$11K ﹤0.01%
150
– –
SHOO icon
238
Steven Madden
SHOO
$3.12B
$11K ﹤0.01%
263
+10
+4% +$386
SLV icon
239
iShares Silver Trust
SLV
$28.1B
$11K ﹤0.01%
170
– –
SCHA icon
240
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$10.9K ﹤0.01%
384
– –
B
241
Barrick Mining
B
$62.2B
$10.9K ﹤0.01%
250
– –
VICI icon
242
VICI Properties
VICI
$29.4B
$10.8K ﹤0.01%
384
– –
BG icon
243
Bunge Global
BG
$23.6B
$10.7K ﹤0.01%
120
– –
MEDP icon
244
Medpace
MEDP
$16.8B
$10.7K ﹤0.01%
19
– –
LASR icon
245
nLIGHT
LASR
$3.95B
$10.6K ﹤0.01%
282
– –
EBAY icon
246
eBay
EBAY
$48.6B
$10.5K ﹤0.01%
121
– –
ET icon
247
Energy Transfer Partners
ET
$70.1B
$10.4K ﹤0.01%
630
+13
+2% +$216
EXC icon
248
Exelon
EXC
$48.6B
$10.4K ﹤0.01%
238
+2
+0.8% +$91
TFC icon
249
Truist Financial
TFC
$63.2B
$10.3K ﹤0.01%
210
– –
TSM icon
250
TSMC
TSM
$2.09T
$10.3K ﹤0.01%
34
+5
+17% +$1.47K
8 9
10
11 12

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Cedar Mountain Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Cedar Mountain Advisors held 804 positions worth $518M, up 0.93% from $514M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Cedar Mountain Advisors's Q4 2025 filing shows 111 new, 165 increased, 100 reduced and 47 closed positions. Its largest new stake was JPMorgan Limited Duration Bond ETF: 951 shares worth $49.8K. The largest sale was State Street SPDR Portfolio Short Term Corporate Bond ETF, an estimated $1.26M.

By sector, the portfolio is most concentrated in Technology at 2.5% of assets, down from 2.7% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Cedar Mountain Advisors's largest Q4 2025 buy was JPMorgan Limited Duration Bond ETF: 951 shares worth $49.8K.
  • Cedar Mountain Advisors added most to Vanguard Health Care ETF in Q4 2025, an estimated $452K increase.
  • Cedar Mountain Advisors's biggest Q4 2025 reduction was State Street SPDR Portfolio Short Term Corporate Bond ETF, cutting an estimated $1.26M.
  • Cedar Mountain Advisors fully exited Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2025, selling an estimated $16.2K.
  • Cedar Mountain Advisors's ten largest holdings make up 71% of its $518M portfolio in Q4 2025.
  • Cedar Mountain Advisors opened 111 new positions and closed 47 in Q4 2025.
  • Cedar Mountain Advisors's portfolio value rose 0.93% quarter-over-quarter to $518M.

Based on Cedar Mountain Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.