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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
CART icon
526
Maplebear
CART
$9.92B
$1.03K ﹤0.01%
+28
New +$1.29K
ASTE icon
527
Astec Industries
ASTE
$1.3B
$1.01K ﹤0.01%
+21
New +$918
PTEN icon
528
Patterson-UTI
PTEN
$3.87B
$1.01K ﹤0.01%
+195
New +$1.12K
ASIX icon
529
AdvanSix
ASIX
$567M
$1.01K ﹤0.01%
+52
New +$1.09K
WAB icon
530
Wabtec
WAB
$51.1B
$1K ﹤0.01%
5
– –
AZN icon
531
AstraZeneca
AZN
$263B
$997 ﹤0.01%
+7
New +$1.06K
MXL icon
532
MaxLinear
MXL
$6.49B
$997 ﹤0.01%
+62
New +$974
NOG icon
533
Northern Oil and Gas
NOG
$2.3B
$992 ﹤0.01%
+40
New +$1.06K
FLMI icon
534
Franklin Dynamic Municipal Bond ETF
FLMI
$2.27B
$991 ﹤0.01%
+40
New +$971
INN
535
Summit Hotel Properties
INN
$761M
$983 ﹤0.01%
+179
New +$976
HWM icon
536
Howmet Aerospace
HWM
$116B
$981 ﹤0.01%
+5
New +$911
LUMN icon
537
Lumen
LUMN
$6.53B
$979 ﹤0.01%
+160
New +$768
VSXY
538
Victoria's Secret
VSXY
$6.64B
$977 ﹤0.01%
+36
New +$809
RXO icon
539
RXO
RXO
$4.23B
$969 ﹤0.01%
+63
New +$1.02K
CYBR
540
DELISTED
CyberArk
CYBR
$966 ﹤0.01%
+2
New +$859
LDOS icon
541
Leidos
LDOS
$14.1B
$945 ﹤0.01%
+5
New +$870
ECG
542
Everus Construction Group
ECG
$6.63B
$943 ﹤0.01%
+11
New +$817
RDDT icon
543
Reddit
RDDT
$32.5B
$920 ﹤0.01%
+4
New +$816
POWL icon
544
Powell Industries
POWL
$8.46B
$914 ﹤0.01%
+9
New +$763
PRAA icon
545
PRA Group
PRAA
$648M
$911 ﹤0.01%
+59
New +$955
BTU icon
546
Peabody Energy
BTU
$2.78B
$902 ﹤0.01%
+34
New +$606
ASO icon
547
Academy Sports + Outdoors
ASO
$2.89B
$900 ﹤0.01%
+18
New +$919
ADNT icon
548
Adient
ADNT
$1.6B
$891 ﹤0.01%
+37
New +$864
IAU icon
549
iShares Gold Trust
IAU
$63B
$873 ﹤0.01%
+12
New +$783
TTMI icon
550
TTM Technologies
TTMI
$13.6B
$864 ﹤0.01%
+15
New +$697
20 21
22
23 24

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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.