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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
MIR icon
551
Mirion Technologies
MIR
$3.86B
$861 ﹤0.01%
+37
New +$800
SM icon
552
SM Energy
SM
$7.5B
$849 ﹤0.01%
+34
New +$917
RUN icon
553
Sunrun
RUN
$2.73B
$847 ﹤0.01%
+49
New +$656
BANC icon
554
Banc of California
BANC
$3.21B
$844 ﹤0.01%
+51
New +$799
ARCB icon
555
ArcBest
ARCB
$3.52B
$838 ﹤0.01%
+12
New +$902
MAA icon
556
Mid-America Apartment Communities
MAA
$15.6B
$838 ﹤0.01%
+6
New +$867
CHTR icon
557
Charter Communications
CHTR
$15.9B
$825 ﹤0.01%
+3
New +$907
GLW icon
558
Corning
GLW
$132B
$820 ﹤0.01%
+10
New +$654
NX icon
559
Quanex
NX
$811M
$811 ﹤0.01%
+57
New +$1.07K
EMXC icon
560
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.3B
$810 ﹤0.01%
+12
New +$776
KSS icon
561
Kohl's
KSS
$1.99B
$799 ﹤0.01%
+52
New +$693
WTFC icon
562
Wintrust Financial
WTFC
$11B
$795 ﹤0.01%
+6
New +$792
ECPG icon
563
Encore Capital Group
ECPG
$1.9B
$793 ﹤0.01%
+19
New +$780
MARA icon
564
Marathon Digital Holdings
MARA
$4.45B
$767 ﹤0.01%
+42
New +$708
SIG icon
565
Signet Jewelers
SIG
$3.51B
$767 ﹤0.01%
+8
New +$685
TOST icon
566
Toast
TOST
$17.9B
$767 ﹤0.01%
+21
New +$912
MWA icon
567
Mueller Water Products
MWA
$3.92B
$766 ﹤0.01%
+30
New +$765
LION icon
568
Lionsgate Studios
LION
$3.98B
$766 ﹤0.01%
111
+1
+0.9% +$6
BXP icon
569
Boston Properties
BXP
$10.8B
$743 ﹤0.01%
+10
New +$706
FWRD icon
570
Forward Air
FWRD
$417M
$718 ﹤0.01%
+28
New +$806
CCS icon
571
Century Communities
CCS
$1.84B
$697 ﹤0.01%
+11
New +$694
XPEL icon
572
XPEL
XPEL
$1.2B
$694 ﹤0.01%
+21
New +$745
VOD icon
573
Vodafone
VOD
$35.5B
$684 ﹤0.01%
+59
New +$673
KOP icon
574
Koppers
KOP
$946M
$672 ﹤0.01%
+24
New +$739
KMT icon
575
Kennametal
KMT
$2.57B
$670 ﹤0.01%
+32
New +$719
21 22
23
24 25

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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.