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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
+0.84%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$455M
AUM Growth
+$11.5M
Cap. Flow
+$9.1M
Cap. Flow %
2%
Top 10 Hldgs %
74.28%
Holding
389
New
54
Increased
63
Reduced
87
Closed
18

Top Buys

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.96M
2
BINC icon
BlackRock Flexible Income ETF
BINC
+$4.83M
3
JBND icon
JPMorgan Active Bond ETF
JBND
+$2.72M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$947K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$846K

Top Sells

Rank Stock Value
1
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.6M
2
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$838K
3
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$649K
4
VHT icon
Vanguard Health Care ETF
VHT
+$584K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$412K

Sector Composition

Rank Sector Weight
1 Technology 2.33%
2 Industrials 0.7%
3 Consumer Discretionary 0.68%
4 Consumer Staples 0.42%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEHC icon
276
GE HealthCare
GEHC
$27.6B
$3.75K ﹤0.01%
48
-4
-8% -$340
HYFM icon
277
Hydrofarm Holdings
HYFM
$3.13M
$3.72K ﹤0.01%
641
– –
ARM icon
278
Arm
ARM
$278B
$3.7K ﹤0.01%
30
– –
EXK
279
Endeavour Silver
EXK
$2.32B
$3.66K ﹤0.01%
1,000
– –
IEO icon
280
iShares US Oil & Gas Exploration & Production ETF
IEO
$573M
$3.64K ﹤0.01%
41
-216
-84% -$20.3K
EWL icon
281
iShares MSCI Switzerland ETF
EWL
$2.12B
$3.54K ﹤0.01%
+77
New +$3.75K
PPLI
282
People Inc
PPLI
$3.1B
$3.49K ﹤0.01%
99
– –
EWI icon
283
iShares MSCI Italy ETF
EWI
$911M
$3.49K ﹤0.01%
+97
New +$3.61K
Z icon
284
Zillow
Z
$7.04B
$3.48K ﹤0.01%
47
– –
R icon
285
Ryder
R
$10.3B
$3.45K ﹤0.01%
22
– –
DAR icon
286
Darling Ingredients
DAR
$9.93B
$3.3K ﹤0.01%
98
– –
MCHI icon
287
iShares MSCI China ETF
MCHI
$6.04B
$3.23K ﹤0.01%
+69
New +$3.41K
IEZ icon
288
iShares US Oil Equipment & Services ETF
IEZ
$367M
$3.2K ﹤0.01%
161
-954
-86% -$19.6K
XLE icon
289
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$3.08K ﹤0.01%
+72
New +$3.27K
EWC icon
290
iShares MSCI Canada ETF
EWC
$6.04B
$3.06K ﹤0.01%
+76
New +$3.17K
PDP icon
291
Invesco Dorsey Wright Momentum ETF
PDP
$1.5B
$3.03K ﹤0.01%
28
– –
DVN icon
292
Devon Energy
DVN
$51.9B
$3K ﹤0.01%
92
-386
-81% -$14.5K
SCHV
293
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$2.97K ﹤0.01%
114
– –
LASR icon
294
nLIGHT
LASR
$3.95B
$2.96K ﹤0.01%
282
– –
KD icon
295
Kyndryl
KD
$2.66B
$2.8K ﹤0.01%
81
– –
SNOW icon
296
Snowflake
SNOW
$92.9B
$2.78K ﹤0.01%
18
-75
-81% -$10.6K
TTE icon
297
TotalEnergies
TTE
$193B
$2.73K ﹤0.01%
50
– –
UWMC icon
298
UWM Holdings
UWMC
$621M
$2.68K ﹤0.01%
456
+6
+1% +$39
BLCN
299
DELISTED
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$2.66K ﹤0.01%
104
– –
EWD icon
300
iShares MSCI Sweden ETF
EWD
$522M
$2.58K ﹤0.01%
+69
New +$2.73K
10 11
12
13 14

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Cedar Mountain Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, Cedar Mountain Advisors held 389 positions worth $455M, up 2.6% from $444M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Cedar Mountain Advisors's Q4 2024 filing shows 54 new, 63 increased, 87 reduced and 18 closed positions. Its largest new stake was JPMorgan Active Bond ETF: 51,182 shares worth $2.67M. The largest sale was Schwab Short-Term US Treasury ETF, an estimated $2.6M.

By sector, the portfolio is most concentrated in Technology at 2.3% of assets, down from 2.4% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Cedar Mountain Advisors's largest Q4 2024 buy was JPMorgan Active Bond ETF: 51,182 shares worth $2.67M.
  • Cedar Mountain Advisors added most to Vanguard FTSE Emerging Markets ETF in Q4 2024, an estimated $4.96M increase.
  • Cedar Mountain Advisors's biggest Q4 2024 reduction was Schwab Short-Term US Treasury ETF, cutting an estimated $2.6M.
  • Cedar Mountain Advisors fully exited Wolverine World Wide in Q4 2024, selling an estimated $70K.
  • Cedar Mountain Advisors's ten largest holdings make up 74% of its $455M portfolio in Q4 2024.
  • Cedar Mountain Advisors opened 54 new positions and closed 18 in Q4 2024.
  • Cedar Mountain Advisors's portfolio value rose 2.6% quarter-over-quarter to $455M.

Based on Cedar Mountain Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.