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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
+7.89%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$481M
AUM Growth
+$34.8M
Cap. Flow
+$2.16M
Cap. Flow %
0.45%
Top 10 Hldgs %
73.81%
Holding
368
New
22
Increased
97
Reduced
29
Closed
8

Top Buys

Rank Stock Value
1
IWD icon
iShares Russell 1000 Value ETF
IWD
+$397K
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$380K
3
QQQ icon
Invesco QQQ Trust
QQQ
+$310K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$288K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$259K

Top Sells

Rank Stock Value
1
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$942K
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$268K
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$101K
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$82.1K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$78.3K

Sector Composition

Rank Sector Weight
1 Technology 2.3%
2 Industrials 0.7%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.38%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMPR icon
126
Kemper
KMPR
$1.67B
$32.3K 0.01%
500
– –
TRV icon
127
Travelers Companies
TRV
$78.4B
$31K 0.01%
116
– –
CVX icon
128
Chevron
CVX
$378B
$30.8K 0.01%
215
-34
-14% -$4.79K
GRMN
129
Garmin
GRMN
$47.2B
$30.5K 0.01%
146
+1
+0.7% +$198
SILA
130
DELISTED
Sila Realty Trust
SILA
$29.6K 0.01%
1,250
– –
AVA icon
131
Avista
AVA
$3.45B
$29.2K 0.01%
769
+1
+0.1% +$39
EFV icon
132
iShares MSCI EAFE Value ETF
EFV
$27.2B
$28.9K 0.01%
456
+10
+2% +$612
AEP icon
133
American Electric Power
AEP
$71.3B
$28K 0.01%
270
+3
+1% +$312
ABT icon
134
Abbott
ABT
$177B
$27.4K 0.01%
202
+1
+0.5% +$132
CRM icon
135
Salesforce
CRM
$142B
$27.1K 0.01%
99
– –
ILCB icon
136
iShares Morningstar US Equity ETF
ILCB
$1.26B
$26.8K 0.01%
313
– –
HYFM icon
137
Hydrofarm Holdings
HYFM
$3.24M
$26.4K 0.01%
7,051
– –
MGM icon
138
MGM Resorts International
MGM
$11.9B
$26.2K 0.01%
762
+149
+24% +$4.72K
FISV
139
Fiserv Inc
FISV
$27.6B
$26K 0.01%
151
– –
OIH icon
140
VanEck Oil Services ETF
OIH
$1.97B
$25.6K 0.01%
111
– –
CVS icon
141
CVS Health
CVS
$137B
$25.6K 0.01%
371
– –
CARR icon
142
Carrier Global
CARR
$55.6B
$25.4K 0.01%
347
+1
+0.3% +$68
TXN icon
143
Texas Instruments
TXN
$259B
$25.3K 0.01%
122
– –
M icon
144
Macy's
M
$6.13B
$24.5K 0.01%
2,102
+29
+1% +$336
CEG icon
145
Constellation Energy
CEG
$90.5B
$24.4K 0.01%
76
+1
+1% +$265
MORN icon
146
Morningstar
MORN
$6.53B
$24.1K 0.01%
77
– –
DFIN icon
147
Donnelley Financial Solutions
DFIN
$1.22B
$23.7K ﹤0.01%
385
– –
EFG icon
148
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$23.6K ﹤0.01%
211
+2
+1% +$211
DHR icon
149
Danaher
DHR
$142B
$23.3K ﹤0.01%
118
– –
ORCL icon
150
Oracle
ORCL
$350B
$23K ﹤0.01%
105
– –
4 5
6
7 8

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Cedar Mountain Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Cedar Mountain Advisors held 368 positions worth $481M, up 7.8% from $446M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Cedar Mountain Advisors's Q2 2025 filing shows 22 new, 97 increased, 29 reduced and 8 closed positions. Its largest new stake was Invesco NASDAQ 100 ETF: 965 shares worth $219K. The largest sale was State Street SPDR Portfolio Short Term Corporate Bond ETF, an estimated $942K.

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

  • Cedar Mountain Advisors's largest Q2 2025 buy was Invesco NASDAQ 100 ETF: 965 shares worth $219K.
  • Cedar Mountain Advisors added most to iShares Russell 1000 Value ETF in Q2 2025, an estimated $397K increase.
  • Cedar Mountain Advisors's biggest Q2 2025 reduction was State Street SPDR Portfolio Short Term Corporate Bond ETF, cutting an estimated $942K.
  • Cedar Mountain Advisors fully exited iShares Russell Top 200 Growth ETF in Q2 2025, selling an estimated $78.3K.
  • Cedar Mountain Advisors's ten largest holdings make up 74% of its $481M portfolio in Q2 2025.
  • Cedar Mountain Advisors opened 22 new positions and closed 8 in Q2 2025.
  • Cedar Mountain Advisors's portfolio value rose 7.8% quarter-over-quarter to $481M.

Based on Cedar Mountain Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.