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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
PAAS icon
351
Pan American Silver
PAAS
$18.6B
$3.32K ﹤0.01%
64
– –
BMY icon
352
Bristol-Myers Squibb
BMY
$127B
$3.29K ﹤0.01%
61
-24
-28% -$1.16K
PDP icon
353
Invesco Dorsey Wright Momentum ETF
PDP
$1.5B
$3.28K ﹤0.01%
28
– –
TMUS icon
354
T-Mobile US
TMUS
$193B
$3.25K ﹤0.01%
16
-1
-6% -$212
Z icon
355
Zillow
Z
$7.04B
$3.21K ﹤0.01%
47
– –
MDLZ icon
356
Mondelez International
MDLZ
$77.7B
$3.07K ﹤0.01%
57
– –
EME icon
357
Emcor
EME
$33.1B
$3.06K ﹤0.01%
5
– –
PIPR icon
358
Piper Sandler
PIPR
$5.14B
$3.06K ﹤0.01%
36
– –
COLM icon
359
Columbia Sportswear
COLM
$3.19B
$3K ﹤0.01%
54
– –
HPQ icon
360
HP
HPQ
$23.5B
$3K ﹤0.01%
134
+1
+0.8% +$25
ITW icon
361
Illinois Tool Works
ITW
$81.4B
$2.96K ﹤0.01%
12
– –
PYPL icon
362
PayPal
PYPL
$49.5B
$2.93K ﹤0.01%
50
– –
EMR icon
363
Emerson Electric
EMR
$82.9B
$2.92K ﹤0.01%
22
– –
LMT icon
364
Lockheed Martin
LMT
$134B
$2.9K ﹤0.01%
6
– –
AES icon
365
AES
AES
$10.6B
$2.9K ﹤0.01%
202
+97
+92% +$1.37K
CTAS icon
366
Cintas
CTAS
$82.4B
$2.82K ﹤0.01%
15
– –
SYK icon
367
Stryker
SYK
$127B
$2.81K ﹤0.01%
8
-41
-84% -$14.9K
TILE icon
368
Interface
TILE
$1.91B
$2.8K ﹤0.01%
100
– –
ZTS icon
369
Zoetis
ZTS
$31.6B
$2.77K ﹤0.01%
22
– –
VLO icon
370
Valero Energy
VLO
$89.8B
$2.77K ﹤0.01%
17
– –
WST icon
371
West Pharmaceutical
WST
$23.1B
$2.75K ﹤0.01%
10
– –
RIVN icon
372
Rivian
RIVN
$22.9B
$2.68K ﹤0.01%
136
– –
CUBI icon
373
Customers Bancorp
CUBI
$2.59B
$2.63K ﹤0.01%
36
-4
-10% -$274
BLCN
374
DELISTED
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$2.56K ﹤0.01%
107
+3
+3% +$80
PODD icon
375
Insulet
PODD
$11.3B
$2.56K ﹤0.01%
9
– –
13 14
15
16 17

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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.