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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
AEE icon
101
Ameren
AEE
$30.9B
$60.1K 0.01%
576
+20
+4% +$2K
COIN icon
102
Coinbase
COIN
$41.4B
$59.7K 0.01%
177
– –
ED icon
103
Consolidated Edison
ED
$41.4B
$58.9K 0.01%
+586
New +$58.8K
BOND icon
104
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.29B
$57.6K 0.01%
617
+8
+1% +$738
IEI icon
105
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$57K 0.01%
477
-225
-32% -$26.8K
ITA icon
106
iShares US Aerospace & Defense ETF
ITA
$13.7B
$56.4K 0.01%
269
– –
IWO icon
107
iShares Russell 2000 Growth ETF
IWO
$14.7B
$56.3K 0.01%
176
+120
+214% +$36.2K
MRK icon
108
Merck
MRK
$315B
$56.2K 0.01%
670
+646
+2,692% +$53.2K
SHY icon
109
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$55.8K 0.01%
673
– –
IWN icon
110
iShares Russell 2000 Value ETF
IWN
$14.4B
$55.3K 0.01%
313
+216
+223% +$36.5K
IJT icon
111
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.23B
$53.6K 0.01%
379
+1
+0.3% +$138
XLV icon
112
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$52.6K 0.01%
378
– –
VZ icon
113
Verizon
VZ
$182B
$52K 0.01%
1,182
+203
+21% +$8.79K
ORCL icon
114
Oracle
ORCL
$364B
$49.3K 0.01%
175
+70
+67% +$17.8K
IWR icon
115
iShares Russell Mid-Cap ETF
IWR
$56.6B
$49.1K 0.01%
509
– –
ISCV icon
116
iShares Morningstar Small-Cap Value ETF
ISCV
$690M
$48.4K 0.01%
727
– –
NFLX icon
117
Netflix
NFLX
$290B
$48K 0.01%
400
+100
+33% +$12.2K
LLY icon
118
Eli Lilly
LLY
$1.05T
$47.4K 0.01%
62
+52
+520% +$38.7K
GEV icon
119
GE Vernova
GEV
$284B
$45.5K 0.01%
74
-3
-4% -$1.82K
NSC icon
120
Norfolk Southern
NSC
$76.4B
$45.1K 0.01%
150
– –
VOO icon
121
Vanguard S&P 500 ETF
VOO
$974B
$44.7K 0.01%
+73
New +$43K
CRWV
122
CoreWeave
CRWV
$39.9B
$43.8K 0.01%
+320
New +$37.9K
ATI icon
123
ATI
ATI
$25.4B
$43.5K 0.01%
535
– –
FE icon
124
FirstEnergy
FE
$28.1B
$43K 0.01%
938
+75
+9% +$3.2K
DIS icon
125
Walt Disney
DIS
$170B
$42.4K 0.01%
370
+76
+26% +$8.95K
3 4
5
6 7

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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.