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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
JCI icon
251
Johnson Controls International
JCI
$87.5B
$9.7K ﹤0.01%
81
-3
-4% -$344
IMCG icon
252
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.89B
$9.66K ﹤0.01%
121
– –
GIS icon
253
General Mills
GIS
$19.2B
$9.49K ﹤0.01%
204
– –
SPEU icon
254
State Street SPDR Portfolio Europe ETF
SPEU
$712M
$9.44K ﹤0.01%
181
– –
EXK
255
Endeavour Silver
EXK
$2.32B
$9.4K ﹤0.01%
1,000
– –
IHI icon
256
iShares US Medical Devices ETF
IHI
$3.02B
$9.38K ﹤0.01%
151
– –
ACMR icon
257
ACM Research
ACMR
$5.83B
$9.07K ﹤0.01%
230
+10
+5% +$373
OC icon
258
Owens Corning
OC
$11.5B
$8.96K ﹤0.01%
80
– –
SCHV
259
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$8.85K ﹤0.01%
299
– –
DUK icon
260
Duke Energy
DUK
$102B
$8.79K ﹤0.01%
75
– –
ADM icon
261
Archer Daniels Midland
ADM
$41.4B
$8.62K ﹤0.01%
150
– –
GPC icon
262
Genuine Parts
GPC
$17.1B
$8.24K ﹤0.01%
67
– –
LEGR icon
263
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$127M
$8.16K ﹤0.01%
137
– –
XLY icon
264
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
$8.12K ﹤0.01%
68
– –
DOW icon
265
Dow Inc
DOW
$21.6B
$8.12K ﹤0.01%
347
+1
+0.3% +$23
SCHG icon
266
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$8.09K ﹤0.01%
248
– –
UMC icon
267
United Microelectronic
UMC
$48.9B
$7.86K ﹤0.01%
1,000
– –
RIOT icon
268
Riot Platforms
RIOT
$8.52B
$7.6K ﹤0.01%
600
-475
-44% -$8.13K
ADI icon
269
Analog Devices
ADI
$181B
$7.59K ﹤0.01%
28
– –
DOC icon
270
Healthpeak Properties
DOC
$15.4B
$7.49K ﹤0.01%
466
– –
RSG icon
271
Republic Services
RSG
$66.7B
$7.42K ﹤0.01%
35
– –
UL icon
272
Unilever
UL
$131B
$7.39K ﹤0.01%
113
-1
-0.9% -$67
MRVL icon
273
Marvell Technology
MRVL
$174B
$7.37K ﹤0.01%
87
– –
AKR icon
274
Acadia Realty Trust
AKR
$2.99B
$7.34K ﹤0.01%
357
+3
+0.8% +$60
PCG icon
275
PG&E
PCG
$47.8B
$7.28K ﹤0.01%
453
+1
+0.2% +$16
9 10
11
12 13

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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.