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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
WTRG icon
301
Essential Utilities
WTRG
$11.2B
$6.78K ﹤0.01%
170
+2
+1% +$76
GTLB icon
302
GitLab
GTLB
$5.28B
$6.76K ﹤0.01%
+150
New +$6.86K
BMNR
303
BitMine Immersion Technologies
BMNR
$9.52B
$6.75K ﹤0.01%
+130
New +$6.59K
REXR icon
304
Rexford Industrial Realty
REXR
$8.7B
$6.7K ﹤0.01%
163
– –
AGCO icon
305
AGCO
AGCO
$8.78B
$6.42K ﹤0.01%
60
– –
PINS icon
306
Pinterest
PINS
$12.4B
$6.37K ﹤0.01%
+198
New +$7.18K
VCSH icon
307
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$6.37K ﹤0.01%
80
+1
+1% +$80
DGX icon
308
Quest Diagnostics
DGX
$25.1B
$6.29K ﹤0.01%
33
– –
CBSH icon
309
Commerce Bancshares
CBSH
$8.5B
$6.28K ﹤0.01%
110
– –
TIP icon
310
iShares TIPS Bond ETF
TIP
$14.5B
$6.17K ﹤0.01%
56
+1
+2% +$110
QSR icon
311
Restaurant Brands International
QSR
$25.1B
$6.16K ﹤0.01%
96
– –
CLOV icon
312
Clover Health Investments
CLOV
$2.28B
$6.12K ﹤0.01%
2,000
– –
SNOW icon
313
Snowflake
SNOW
$92.9B
$6.09K ﹤0.01%
27
+9
+50% +$1.93K
PH icon
314
Parker-Hannifin
PH
$125B
$6.07K ﹤0.01%
+8
New +$5.9K
SIRI icon
315
SiriusXM
SIRI
$10B
$6.05K ﹤0.01%
260
-14
-5% -$324
XLU icon
316
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$6.02K ﹤0.01%
138
– –
UHAL icon
317
U-Haul Holding Co
UHAL
$14B
$5.93K ﹤0.01%
+104
New +$6.13K
GNRC icon
318
Generac Holdings
GNRC
$11.9B
$5.86K ﹤0.01%
35
– –
PWR icon
319
Quanta Services
PWR
$93.9B
$5.8K ﹤0.01%
+14
New +$5.44K
PSX icon
320
Phillips 66
PSX
$82.9B
$5.71K ﹤0.01%
42
– –
MA icon
321
Mastercard
MA
$477B
$5.69K ﹤0.01%
+10
New +$5.74K
AXP icon
322
American Express
AXP
$223B
$5.65K ﹤0.01%
+17
New +$5.41K
PNC icon
323
PNC Financial Services
PNC
$100B
$5.63K ﹤0.01%
+28
New +$5.54K
CCI icon
324
Crown Castle
CCI
$32.7B
$5.6K ﹤0.01%
+58
New +$5.87K
SPOT icon
325
Spotify
SPOT
$99.2B
$5.58K ﹤0.01%
+8
New +$5.59K
11 12
13
14 15

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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.