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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
LEG icon
451
Leggett & Platt
LEG
$1.52B
$1.57K ﹤0.01%
+177
New +$1.69K
CAH icon
452
Cardinal Health
CAH
$53.4B
$1.57K ﹤0.01%
+10
New +$1.54K
CLB icon
453
Core Laboratories
CLB
$538M
$1.57K ﹤0.01%
+127
New +$1.49K
MAR icon
454
Marriott International
MAR
$98.7B
$1.56K ﹤0.01%
+6
New +$1.61K
DFH icon
455
Dream Finders Homes
DFH
$1.46B
$1.55K ﹤0.01%
+60
New +$1.65K
HOPE icon
456
Hope Bancorp
HOPE
$1.72B
$1.54K ﹤0.01%
+143
New +$1.55K
WSC icon
457
WillScot Mobile Mini Holdings
WSC
$4.8B
$1.52K ﹤0.01%
+72
New +$1.85K
OXY icon
458
Occidental Petroleum
OXY
$57B
$1.51K ﹤0.01%
+32
New +$1.45K
NET icon
459
Cloudflare
NET
$93B
$1.5K ﹤0.01%
+7
New +$1.43K
HSY icon
460
Hershey
HSY
$35.4B
$1.5K ﹤0.01%
+8
New +$1.45K
PTON icon
461
Peloton Interactive
PTON
$2.63B
$1.49K ﹤0.01%
165
– –
CLS icon
462
Celestica
CLS
$35.1B
$1.48K ﹤0.01%
+6
New +$1.21K
APP icon
463
Applovin
APP
$132B
$1.44K ﹤0.01%
+2
New +$922
AXON
464
Axon Enterprise
AXON
$40.5B
$1.44K ﹤0.01%
+2
New +$1.52K
MCO icon
465
Moody's
MCO
$81.7B
$1.43K ﹤0.01%
+3
New +$1.51K
NWL icon
466
Newell Brands
NWL
$2.16B
$1.43K ﹤0.01%
+272
New +$1.54K
BKU icon
467
Bankunited
BKU
$3.38B
$1.41K ﹤0.01%
+37
New +$1.4K
AES icon
468
AES
AES
$10.6B
$1.38K ﹤0.01%
105
+2
+2% +$26
CEVA icon
469
CEVA Inc
CEVA
$1.01B
$1.37K ﹤0.01%
+52
New +$1.21K
KTOS icon
470
Kratos Defense & Security Solutions
KTOS
$8.88B
$1.37K ﹤0.01%
+15
New +$961
SONO icon
471
Sonos
SONO
$1.75B
$1.36K ﹤0.01%
+86
New +$1.1K
SMTC icon
472
Semtech
SMTC
$11.7B
$1.36K ﹤0.01%
+19
New +$1.03K
OUST icon
473
Ouster
OUST
$2.29B
$1.35K ﹤0.01%
+50
New +$1.39K
AVB icon
474
AvalonBay Communities
AVB
$27.1B
$1.35K ﹤0.01%
+7
New +$1.36K
ICE icon
475
Intercontinental Exchange
ICE
$82.4B
$1.35K ﹤0.01%
+8
New +$1.43K
17 18
19
20 21

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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.