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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 Morningstar 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 Miscellaneous 95.21%
2 Technology 2.27%
3 Industrials 0.67%
4 Consumer Discretionary 0.57%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTRS icon
151
Viatris
VTRS
$19.4B
$21.4K ﹤0.01%
2,456
+387
+19% +$4.06K
EFG icon
152
iShares MSCI EAFE Growth ETF
EFG
$17B
$20.9K ﹤0.01%
209
-163
-44% -$16.6K
NFLX icon
153
Netflix
NFLX
$326B
$20.5K ﹤0.01%
220
– –
IP icon
154
International Paper
IP
$19.7B
$19.3K ﹤0.01%
362
+3
+0.8% +$164
HUM icon
155
Humana
HUM
$48.2B
$19.1K ﹤0.01%
72
– –
ACN icon
156
Accenture
ACN
$114B
$18.4K ﹤0.01%
59
-4
-6% -$1.41K
ADBE icon
157
Adobe
ADBE
$106B
$18.4K ﹤0.01%
48
-3
-6% -$1.29K
BDX icon
158
Becton Dickinson
BDX
$50.3B
$18.3K ﹤0.01%
80
-75
-48% -$17.4K
KBE icon
159
State Street SPDR S&P Bank ETF
KBE
$1.68B
$18.2K ﹤0.01%
344
+2
+0.6% +$112
MGM icon
160
MGM Resorts International
MGM
$10.4B
$18.2K ﹤0.01%
613
– –
SOLV icon
161
Solventum
SOLV
$15.6B
$18.1K ﹤0.01%
238
– –
OTIS icon
162
Otis Worldwide
OTIS
$27.1B
$17.8K ﹤0.01%
173
– –
COP icon
163
ConocoPhillips
COP
$161B
$17.8K ﹤0.01%
169
– –
TFLO icon
164
iShares Treasury Floating Rate Bond ETF
TFLO
$6.66B
$17.5K ﹤0.01%
345
-217
-39% -$11K
EXAS
165
DELISTED
Exact Sciences
EXAS
$17.3K ﹤0.01%
400
– –
KLAC icon
166
KLA
KLAC
$242B
$17K ﹤0.01%
250
-20
-7% -$1.44K
VRTX icon
167
Vertex Pharmaceuticals
VRTX
$138B
$17K ﹤0.01%
35
-2
-5% -$932
DFIN icon
168
Donnelley Financial Solutions
DFIN
$1.25B
$16.8K ﹤0.01%
385
– –
IGD
169
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$509M
$15.8K ﹤0.01%
2,740
– –
CI icon
170
Cigna
CI
$74.7B
$15.5K ﹤0.01%
47
– –
HON icon
171
Honeywell
HON
$66.4B
$15.2K ﹤0.01%
76
-6
-7% -$1.21K
CEG icon
172
Constellation Energy
CEG
$106B
$15.2K ﹤0.01%
75
– –
MKL icon
173
Markel Group
MKL
$22.6B
$15K ﹤0.01%
8
– –
BAC icon
174
Bank of America
BAC
$438B
$14.9K ﹤0.01%
356
+201
+130% +$8.96K
CRWD icon
175
CrowdStrike
CRWD
$218B
$14.8K ﹤0.01%
168
-12
-7% -$1.14K
5 6
7
8 9

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CCWM
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MIP
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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 Miscellaneous at 95% of assets, up from 95% a quarter earlier, followed by Technology and Industrials.

  • 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.