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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
P
476
Everpure Inc
P
$24.8B
$1.34K ﹤0.01%
+16
New +$1.06K
CC icon
477
Chemours
CC
$2.59B
$1.33K ﹤0.01%
+84
New +$1.22K
TDG icon
478
TransDigm Group
TDG
$69.2B
$1.32K ﹤0.01%
+1
New +$1.43K
ARWR icon
479
Arrowhead Research
ARWR
$12.1B
$1.31K ﹤0.01%
+38
New +$835
WGO icon
480
Winnebago Industries
WGO
$870M
$1.3K ﹤0.01%
+39
New +$1.29K
RCL icon
481
Royal Caribbean
RCL
$78.7B
$1.29K ﹤0.01%
+4
New +$1.34K
AOSL icon
482
Alpha and Omega Semiconductor
AOSL
$923M
$1.29K ﹤0.01%
+46
New +$1.28K
MKC icon
483
McCormick & Company Non-Voting
MKC
$13.4B
$1.27K ﹤0.01%
+19
New +$1.33K
VB icon
484
Vanguard Small-Cap ETF
VB
$79.5B
$1.27K ﹤0.01%
5
– –
BSX icon
485
Boston Scientific
BSX
$65.8B
$1.27K ﹤0.01%
+13
New +$1.35K
AMWD
486
DELISTED
American Woodmark
AMWD
$1.27K ﹤0.01%
+19
New +$1.17K
ENB icon
487
Enbridge
ENB
$124B
$1.26K ﹤0.01%
25
– –
CMS icon
488
CMS Energy
CMS
$23.1B
$1.25K ﹤0.01%
+17
New +$1.22K
DAN icon
489
Dana Inc
DAN
$2.91B
$1.24K ﹤0.01%
+62
New +$1.15K
TLH icon
490
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$1.24K ﹤0.01%
+12
New +$1.21K
AAP icon
491
Advance Auto Parts
AAP
$3.37B
$1.23K ﹤0.01%
+20
New +$1.18K
WRB icon
492
W.R. Berkley
WRB
$28B
$1.23K ﹤0.01%
+16
New +$1.14K
CLF icon
493
Cleveland-Cliffs
CLF
$6.81B
$1.22K ﹤0.01%
100
– –
ETD icon
494
Ethan Allen Interiors
ETD
$581M
$1.21K ﹤0.01%
+41
New +$1.21K
CFFN icon
495
Capitol Federal Financial
CFFN
$1.08B
$1.21K ﹤0.01%
+190
New +$1.19K
SITM icon
496
SiTime
SITM
$16.6B
$1.21K ﹤0.01%
+4
New +$927
CAL icon
497
Caleres
CAL
$396M
$1.2K ﹤0.01%
+92
New +$1.33K
DXPE icon
498
DXP Enterprises
DXPE
$2.62B
$1.19K ﹤0.01%
+10
New +$1.12K
AESI icon
499
Atlas Energy Solutions
AESI
$1.49B
$1.18K ﹤0.01%
+104
New +$1.27K
AAL icon
500
American Airlines Group
AAL
$9.58B
$1.18K ﹤0.01%
105
– –
18 19
20
21 22

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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.