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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
IEMG icon
276
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$2.91K ﹤0.01%
54
-136
-72% -$7.32K
PDP icon
277
Invesco Dorsey Wright Momentum ETF
PDP
$1.5B
$2.81K ﹤0.01%
28
– –
SNOW icon
278
Snowflake
SNOW
$92.9B
$2.63K ﹤0.01%
18
– –
KD icon
279
Kyndryl
KD
$2.66B
$2.54K ﹤0.01%
81
– –
UWMC icon
280
UWM Holdings
UWMC
$621M
$2.54K ﹤0.01%
465
+9
+2% +$55
LASR icon
281
nLIGHT
LASR
$3.95B
$2.19K ﹤0.01%
282
– –
MDYG icon
282
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.82B
$2.15K ﹤0.01%
27
– –
TTE icon
283
TotalEnergies
TTE
$193B
$2.13K ﹤0.01%
33
-17
-34% -$1.03K
SMR icon
284
NuScale Power
SMR
$2.8B
$2.12K ﹤0.01%
+150
New +$3.03K
MRK icon
285
Merck
MRK
$324B
$2.1K ﹤0.01%
23
– –
MDYV icon
286
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.76B
$2K ﹤0.01%
26
– –
BLCN
287
DELISTED
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$1.99K ﹤0.01%
104
– –
TILE icon
288
Interface
TILE
$1.91B
$1.98K ﹤0.01%
100
– –
IVT icon
289
InvenTrust Properties
IVT
$2.84B
$1.94K ﹤0.01%
66
– –
NTR icon
290
Nutrien
NTR
$32.7B
$1.94K ﹤0.01%
39
– –
NRG icon
291
NRG Energy
NRG
$29.8B
$1.88K ﹤0.01%
20
– –
DOW icon
292
Dow Inc
DOW
$21.6B
$1.83K ﹤0.01%
53
+1
+2% +$38
DRIV icon
293
Global X Autonomous & Electric Vehicles ETF
DRIV
$378M
$1.67K ﹤0.01%
79
+1
+1% +$23
PAAS icon
294
Pan American Silver
PAAS
$18.6B
$1.64K ﹤0.01%
63
– –
PKST
295
DELISTED
Peakstone Realty Trust
PKST
$1.63K ﹤0.01%
129
– –
AEM icon
296
Agnico Eagle Mines
AEM
$72.6B
$1.61K ﹤0.01%
15
– –
VO icon
297
Vanguard Mid-Cap ETF
VO
$106B
$1.55K ﹤0.01%
24
– –
GTM
298
ZoomInfo Technologies
GTM
$861M
$1.47K ﹤0.01%
147
– –
BABA icon
299
Alibaba
BABA
$269B
$1.46K ﹤0.01%
11
– –
C icon
300
Citigroup
C
$222B
$1.42K ﹤0.01%
20
– –
10 11
12
13 14

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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.