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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
-2.34%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$446M
AUM Growth
-$8.66M
Cap. Flow
+$3.92M
Cap. Flow %
0.88%
Top 10 Hldgs %
73.04%
Holding
384
New
13
Increased
89
Reduced
65
Closed
38

Top Buys

Rank Stock Value
1
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.31M
2
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.09M
3
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$407K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$293K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$287K

Top Sells

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$377K
2
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$201K
3
VUG icon
Vanguard Growth ETF
VUG
+$153K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$107K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$101K

Sector Composition

Rank Sector Weight
1 Technology 2.27%
2 Industrials 0.67%
3 Consumer Discretionary 0.57%
4 Consumer Staples 0.41%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWN icon
126
iShares Russell 2000 Value ETF
IWN
$14.3B
$29.9K 0.01%
198
+115
+139% +$18.6K
CAT icon
127
Caterpillar
CAT
$398B
$29.8K 0.01%
90
-5
-5% -$1.78K
AEP icon
128
American Electric Power
AEP
$71.3B
$29.2K 0.01%
267
+2
+0.8% +$203
OIH icon
129
VanEck Oil Services ETF
OIH
$1.97B
$29.2K 0.01%
111
– –
IWO icon
130
iShares Russell 2000 Growth ETF
IWO
$14.6B
$29.1K 0.01%
114
+66
+138% +$18.6K
DIS icon
131
Walt Disney
DIS
$167B
$29.1K 0.01%
294
-105
-26% -$11.3K
ATI icon
132
ATI
ATI
$25.4B
$27.8K 0.01%
535
– –
PANW icon
133
Palo Alto Networks
PANW
$284B
$27.5K 0.01%
161
-11
-6% -$2.03K
ABT icon
134
Abbott
ABT
$177B
$26.7K 0.01%
201
+1
+0.5% +$127
CRM icon
135
Salesforce
CRM
$142B
$26.6K 0.01%
99
-3
-3% -$933
EFV icon
136
iShares MSCI EAFE Value ETF
EFV
$27.2B
$26.3K 0.01%
446
-220
-33% -$12.4K
M icon
137
Macy's
M
$6.13B
$26K 0.01%
2,073
+22
+1% +$319
CVS icon
138
CVS Health
CVS
$137B
$25.1K 0.01%
371
– –
ILCB icon
139
iShares Morningstar US Equity ETF
ILCB
$1.26B
$24.2K 0.01%
313
– –
DHR icon
140
Danaher
DHR
$142B
$24.1K 0.01%
118
+1
+0.9% +$218
WFC icon
141
Wells Fargo
WFC
$261B
$23.7K 0.01%
330
– –
GEV icon
142
GE Vernova
GEV
$290B
$23.5K 0.01%
77
– –
BITO icon
143
ProShares Bitcoin Strategy ETF
BITO
$1.42B
$22.9K 0.01%
1,253
+323
+35% +$7.01K
MORN icon
144
Morningstar
MORN
$6.53B
$22.9K 0.01%
77
+1
+1% +$315
PFE icon
145
Pfizer
PFE
$141B
$22.8K 0.01%
899
+12
+1% +$314
CARR icon
146
Carrier Global
CARR
$55.6B
$22K ﹤0.01%
346
– –
TXN icon
147
Texas Instruments
TXN
$259B
$21.9K ﹤0.01%
122
+23
+23% +$4.31K
SHW icon
148
Sherwin-Williams
SHW
$79.8B
$21.6K ﹤0.01%
62
-4
-6% -$1.4K
LLY icon
149
Eli Lilly
LLY
$1.02T
$21.6K ﹤0.01%
26
– –
ALL icon
150
Allstate
ALL
$65.3B
$21.5K ﹤0.01%
104
– –
4 5
6
7 8

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Cedar Mountain Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Cedar Mountain Advisors held 384 positions worth $446M, down 1.9% from $455M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Cedar Mountain Advisors's Q1 2025 filing shows 13 new, 89 increased, 65 reduced and 38 closed positions. Its largest new stake was JPMorgan Equity Premium Income ETF: 2,251 shares worth $129K. The largest sale was iShares Russell 1000 Growth ETF, an estimated $377K.

By sector, the portfolio is most concentrated in Technology at 2.3% of assets, down from 2.3% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Cedar Mountain Advisors's largest Q1 2025 buy was JPMorgan Equity Premium Income ETF: 2,251 shares worth $129K.
  • Cedar Mountain Advisors added most to iShares Core 10+ Year USD Bond ETF in Q1 2025, an estimated $1.31M increase.
  • Cedar Mountain Advisors's biggest Q1 2025 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $377K.
  • Cedar Mountain Advisors fully exited iShares Core Universal USD Bond ETF in Q1 2025, selling an estimated $51.7K.
  • Cedar Mountain Advisors's ten largest holdings make up 73% of its $446M portfolio in Q1 2025.
  • Cedar Mountain Advisors opened 13 new positions and closed 38 in Q1 2025.
  • Cedar Mountain Advisors's portfolio value fell 1.9% quarter-over-quarter to $446M.

Based on Cedar Mountain Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.