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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
-2.34%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$446M
AUM Growth
-$8.66M
Cap. Flow
+$3.92M
Cap. Flow %
0.88%
Top 10 Hldgs %
73.04%
Holding
384
New
13
Increased
89
Reduced
65
Closed
38

Top Buys

Rank Stock Value
1
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.31M
2
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.09M
3
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$407K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$293K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$287K

Top Sells

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$377K
2
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$201K
3
VUG icon
Vanguard Growth ETF
VUG
+$153K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$107K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$101K

Sector Composition

Rank Sector Weight
1 Technology 2.27%
2 Industrials 0.67%
3 Consumer Discretionary 0.57%
4 Consumer Staples 0.41%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FCX icon
251
Freeport-McMoran
FCX
$90B
$4.77K ﹤0.01%
126
– –
MRVL icon
252
Marvell Technology
MRVL
$174B
$4.65K ﹤0.01%
76
+1
+1% +$97
PRU icon
253
Prudential Financial
PRU
$41.7B
$4.62K ﹤0.01%
41
– –
UPST icon
254
Upstart Holdings
UPST
$2.58B
$4.6K ﹤0.01%
100
– –
MDT icon
255
Medtronic
MDT
$107B
$4.49K ﹤0.01%
50
– –
GNRC icon
256
Generac Holdings
GNRC
$11.9B
$4.43K ﹤0.01%
35
– –
EXK
257
Endeavour Silver
EXK
$2.32B
$4.27K ﹤0.01%
1,000
– –
COLM icon
258
Columbia Sportswear
COLM
$3.19B
$4.06K ﹤0.01%
54
+1
+2% +$83
SOUN icon
259
SoundHound AI
SOUN
$2.68B
$4.06K ﹤0.01%
+500
New +$6.23K
COLB icon
260
Columbia Banking Systems
COLB
$8.81B
$3.98K ﹤0.01%
160
+3
+2% +$80
UAL icon
261
United Airlines
UAL
$38.4B
$3.94K ﹤0.01%
57
– –
DAL icon
262
Delta Air Lines
DAL
$55.9B
$3.92K ﹤0.01%
90
– –
MU icon
263
Micron Technology
MU
$1.04T
$3.92K ﹤0.01%
45
– –
GEHC icon
264
GE HealthCare
GEHC
$27.6B
$3.87K ﹤0.01%
48
– –
IEO icon
265
iShares US Oil & Gas Exploration & Production ETF
IEO
$573M
$3.86K ﹤0.01%
41
– –
GS icon
266
Goldman Sachs
GS
$313B
$3.82K ﹤0.01%
7
– –
PPLI
267
People Inc
PPLI
$3.1B
$3.72K ﹤0.01%
99
– –
VLTO icon
268
Veralto
VLTO
$22.6B
$3.72K ﹤0.01%
38
– –
DVN icon
269
Devon Energy
DVN
$51.9B
$3.45K ﹤0.01%
92
– –
PYPL icon
270
PayPal
PYPL
$49.5B
$3.26K ﹤0.01%
50
– –
Z icon
271
Zillow
Z
$7.04B
$3.22K ﹤0.01%
47
– –
R icon
272
Ryder
R
$10.3B
$3.16K ﹤0.01%
22
– –
IEZ icon
273
iShares US Oil Equipment & Services ETF
IEZ
$367M
$3.16K ﹤0.01%
162
+1
+0.6% +$20
ONCY
274
Oncolytics Biotech
ONCY
$96.9M
$3.11K ﹤0.01%
5,651
– –
DAR icon
275
Darling Ingredients
DAR
$9.93B
$3.06K ﹤0.01%
98
– –
9 10
11
12 13

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Cedar Mountain Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Cedar Mountain Advisors held 384 positions worth $446M, down 1.9% from $455M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Cedar Mountain Advisors's Q1 2025 filing shows 13 new, 89 increased, 65 reduced and 38 closed positions. Its largest new stake was JPMorgan Equity Premium Income ETF: 2,251 shares worth $129K. The largest sale was iShares Russell 1000 Growth ETF, an estimated $377K.

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

  • Cedar Mountain Advisors's largest Q1 2025 buy was JPMorgan Equity Premium Income ETF: 2,251 shares worth $129K.
  • Cedar Mountain Advisors added most to iShares Core 10+ Year USD Bond ETF in Q1 2025, an estimated $1.31M increase.
  • Cedar Mountain Advisors's biggest Q1 2025 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $377K.
  • Cedar Mountain Advisors fully exited iShares Core Universal USD Bond ETF in Q1 2025, selling an estimated $51.7K.
  • Cedar Mountain Advisors's ten largest holdings make up 73% of its $446M portfolio in Q1 2025.
  • Cedar Mountain Advisors opened 13 new positions and closed 38 in Q1 2025.
  • Cedar Mountain Advisors's portfolio value fell 1.9% quarter-over-quarter to $446M.

Based on Cedar Mountain Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.