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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
DEFT
376
Defi Technologies
DEFT
$153M
$3.17K ﹤0.01%
1,500
– –
ITW icon
377
Illinois Tool Works
ITW
$81.4B
$3.13K ﹤0.01%
+12
New +$3.13K
PIPR icon
378
Piper Sandler
PIPR
$5.14B
$3.12K ﹤0.01%
36
+24
+200% +$1.96K
CTAS icon
379
Cintas
CTAS
$82.4B
$3.08K ﹤0.01%
+15
New +$3.2K
DAR icon
380
Darling Ingredients
DAR
$9.93B
$3.02K ﹤0.01%
98
– –
LMT icon
381
Lockheed Martin
LMT
$134B
$3K ﹤0.01%
+6
New +$2.72K
UWMC icon
382
UWM Holdings
UWMC
$621M
$2.97K ﹤0.01%
487
+12
+3% +$63
ORLY icon
383
O'Reilly Automotive
ORLY
$72.4B
$2.91K ﹤0.01%
+27
New +$2.71K
TILE icon
384
Interface
TILE
$1.91B
$2.9K ﹤0.01%
100
– –
VLO icon
385
Valero Energy
VLO
$89.8B
$2.89K ﹤0.01%
+17
New +$2.54K
EMR icon
386
Emerson Electric
EMR
$82.9B
$2.89K ﹤0.01%
+22
New +$3K
BLCN
387
DELISTED
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$2.88K ﹤0.01%
104
– –
COLM icon
388
Columbia Sportswear
COLM
$3.19B
$2.83K ﹤0.01%
54
– –
PODD icon
389
Insulet
PODD
$11.3B
$2.78K ﹤0.01%
+9
New +$2.82K
PPLI
390
People Inc
PPLI
$3.1B
$2.76K ﹤0.01%
81
– –
VBTX
391
DELISTED
Veritex Holdings
VBTX
$2.68K ﹤0.01%
+80
New +$2.58K
NEWP
392
New Pacific Metals
NEWP
$833M
$2.66K ﹤0.01%
981
– –
WST icon
393
West Pharmaceutical
WST
$23.1B
$2.62K ﹤0.01%
+10
New +$2.43K
CUBI icon
394
Customers Bancorp
CUBI
$2.59B
$2.62K ﹤0.01%
+40
New +$2.63K
AEM icon
395
Agnico Eagle Mines
AEM
$72.6B
$2.53K ﹤0.01%
15
– –
PAAS icon
396
Pan American Silver
PAAS
$18.6B
$2.48K ﹤0.01%
64
+1
+2% +$32
CL icon
397
Colgate-Palmolive
CL
$72.6B
$2.48K ﹤0.01%
+31
New +$2.64K
MDYG icon
398
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.82B
$2.47K ﹤0.01%
27
– –
SNDK
399
Sandisk
SNDK
$213B
$2.47K ﹤0.01%
+22
New +$1.28K
HFWA icon
400
Heritage Financial
HFWA
$1.24B
$2.47K ﹤0.01%
+102
New +$2.47K
14 15
16
17 18

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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.