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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
ET icon
251
Energy Transfer Partners
ET
$70.1B
$10.6K ﹤0.01%
617
+11
+2% +$193
GIS icon
252
General Mills
GIS
$19.2B
$10.3K ﹤0.01%
204
– –
IMCG icon
253
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.89B
$10K ﹤0.01%
121
– –
MEDP icon
254
Medpace
MEDP
$16.8B
$9.77K ﹤0.01%
+19
New +$8.29K
BG icon
255
Bunge Global
BG
$23.6B
$9.75K ﹤0.01%
120
– –
HYT icon
256
BlackRock Corporate High Yield Fund
HYT
$1.36B
$9.72K ﹤0.01%
1,023
– –
TFC icon
257
Truist Financial
TFC
$63.2B
$9.6K ﹤0.01%
+210
New +$9.47K
ONON icon
258
On Holding
ONON
$11.9B
$9.36K ﹤0.01%
221
– –
GPC icon
259
Genuine Parts
GPC
$17.1B
$9.29K ﹤0.01%
+67
New +$8.99K
DUK icon
260
Duke Energy
DUK
$102B
$9.28K ﹤0.01%
+75
New +$9.1K
JCI icon
261
Johnson Controls International
JCI
$87.5B
$9.24K ﹤0.01%
+84
New +$8.98K
QUBT icon
262
Quantum Computing Inc
QUBT
$1.68B
$9.21K ﹤0.01%
500
– –
IHI icon
263
iShares US Medical Devices ETF
IHI
$3.02B
$9.06K ﹤0.01%
151
– –
SPEU icon
264
State Street SPDR Portfolio Europe ETF
SPEU
$712M
$9.02K ﹤0.01%
181
– –
ADM icon
265
Archer Daniels Midland
ADM
$41.4B
$8.96K ﹤0.01%
150
– –
DOC icon
266
Healthpeak Properties
DOC
$15.4B
$8.92K ﹤0.01%
+466
New +$8.36K
CGNX icon
267
Cognex
CGNX
$10.3B
$8.83K ﹤0.01%
+195
New +$7.89K
SCHV
268
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$8.7K ﹤0.01%
299
– –
ACMR icon
269
ACM Research
ACMR
$5.83B
$8.61K ﹤0.01%
220
– –
QCOM icon
270
Qualcomm
QCOM
$176B
$8.48K ﹤0.01%
+51
New +$8.09K
SHOO icon
271
Steven Madden
SHOO
$3.12B
$8.47K ﹤0.01%
+253
New +$7.09K
LASR icon
272
nLIGHT
LASR
$3.95B
$8.36K ﹤0.01%
282
– –
AMBA icon
273
Ambarella
AMBA
$2.99B
$8.25K ﹤0.01%
+100
New +$7.26K
B
274
Barrick Mining
B
$62.2B
$8.19K ﹤0.01%
250
-30
-11% -$760
LEVI icon
275
Levi Strauss
LEVI
$9.44B
$8.15K ﹤0.01%
350
– –
9 10
11
12 13

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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.