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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
PERI icon
426
Perion Network
PERI
$367M
$1.92K ﹤0.01%
+200
New +$2K
HOOD icon
427
Robinhood
HOOD
$85.2B
$1.86K ﹤0.01%
+13
New +$1.42K
CALY
428
Callaway Golf Company
CALY
$3.26B
$1.85K ﹤0.01%
195
+74
+61% +$688
CPF icon
429
Central Pacific Financial
CPF
$997M
$1.82K ﹤0.01%
+60
New +$1.76K
EGBN icon
430
Eagle Bancorp
EGBN
$867M
$1.82K ﹤0.01%
+90
New +$1.74K
FIGR
431
Figure Technology Solutions
FIGR
$6.1B
$1.82K ﹤0.01%
+50
New +$1.94K
MET icon
432
MetLife
MET
$61B
$1.81K ﹤0.01%
+22
New +$1.73K
VRT icon
433
Vertiv
VRT
$112B
$1.81K ﹤0.01%
+12
New +$1.6K
UEC icon
434
Uranium Energy
UEC
$4.71B
$1.8K ﹤0.01%
135
– –
AVY icon
435
Avery Dennison
AVY
$12.3B
$1.78K ﹤0.01%
+11
New +$1.9K
VO icon
436
Vanguard Mid-Cap ETF
VO
$106B
$1.76K ﹤0.01%
24
– –
VRSK icon
437
Verisk Analytics
VRSK
$26.4B
$1.76K ﹤0.01%
+7
New +$1.92K
CDNS icon
438
Cadence Design Systems
CDNS
$90B
$1.76K ﹤0.01%
+5
New +$1.72K
HZO icon
439
MarineMax
HZO
$800M
$1.75K ﹤0.01%
+69
New +$1.76K
TRST
440
Trustco Bank Corp NY
TRST
$977M
$1.74K ﹤0.01%
+48
New +$1.75K
BX icon
441
Blackstone
BX
$104B
$1.71K ﹤0.01%
+10
New +$1.71K
IVT icon
442
InvenTrust Properties
IVT
$2.84B
$1.69K ﹤0.01%
59
-8
-12% -$227
PKST
443
DELISTED
Peakstone Realty Trust
PKST
$1.69K ﹤0.01%
129
– –
LBRT icon
444
Liberty Energy
LBRT
$2.83B
$1.67K ﹤0.01%
+135
New +$1.56K
AMD icon
445
Advanced Micro Devices
AMD
$851B
$1.62K ﹤0.01%
10
+5
+100% +$807
NIO icon
446
NIO
NIO
$11.3B
$1.61K ﹤0.01%
212
– –
GTM
447
ZoomInfo Technologies
GTM
$861M
$1.6K ﹤0.01%
147
– –
ICHR icon
448
Ichor Holdings
ICHR
$3.02B
$1.59K ﹤0.01%
+91
New +$1.73K
PHM icon
449
Pultegroup
PHM
$24.5B
$1.59K ﹤0.01%
+12
New +$1.49K
EXLS icon
450
EXL Service
EXLS
$4.23B
$1.58K ﹤0.01%
+36
New +$1.56K
16 17
18
19 20

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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.