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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
EIPI
176
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.08B
$14.7K ﹤0.01%
723
– –
ORCL icon
177
Oracle
ORCL
$331B
$14.6K ﹤0.01%
105
+1
+1% +$163
ADI icon
178
Analog Devices
ADI
$181B
$14.5K ﹤0.01%
72
-5
-6% -$1.08K
TSN icon
179
Tyson Foods
TSN
$20.2B
$14.4K ﹤0.01%
225
+132
+142% +$7.75K
PHK
180
PIMCO High Income Fund
PHK
$861M
$14K ﹤0.01%
2,854
– –
TJX icon
181
TJX Companies
TJX
$170B
$13.8K ﹤0.01%
113
-8
-7% -$971
GRNY
182
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.3B
$13.6K ﹤0.01%
750
+150
+25% +$2.98K
WCBR
183
WisdomTree Cybersecurity Fund
WCBR
$103M
$13.6K ﹤0.01%
500
– –
CSCO icon
184
Cisco
CSCO
$450B
$13.4K ﹤0.01%
217
+1
+0.5% +$62
HYFM icon
185
Hydrofarm Holdings
HYFM
$3.13M
$13.3K ﹤0.01%
7,051
+6,410
+1,000% +$32.3K
FDX icon
186
FedEx
FDX
$74.5B
$12.8K ﹤0.01%
52
– –
AMGN icon
187
Amgen
AMGN
$203B
$12.8K ﹤0.01%
41
-3
-7% -$886
GIS icon
188
General Mills
GIS
$19.2B
$12.2K ﹤0.01%
204
– –
AVGO icon
189
Broadcom
AVGO
$1.82T
$11.9K ﹤0.01%
71
-5
-7% -$1.06K
TECK icon
190
Teck Resources
TECK
$29.5B
$11.7K ﹤0.01%
322
– –
OC icon
191
Owens Corning
OC
$11.5B
$11.3K ﹤0.01%
79
– –
SPGI icon
192
S&P Global
SPGI
$126B
$11.2K ﹤0.01%
22
– –
ET icon
193
Energy Transfer Partners
ET
$70.1B
$11.1K ﹤0.01%
595
+9
+2% +$175
GFI icon
194
Gold Fields
GFI
$29.2B
$11K ﹤0.01%
500
– –
ETY icon
195
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.27B
$11K ﹤0.01%
768
– –
XLK icon
196
State Street Technology Select Sector SPDR ETF
XLK
$115B
$10.9K ﹤0.01%
106
-214
-67% -$24.3K
IGM icon
197
iShares Expanded Tech Sector ETF
IGM
$9.94B
$10.9K ﹤0.01%
120
– –
ISRG icon
198
Intuitive Surgical
ISRG
$121B
$10.9K ﹤0.01%
22
– –
ROBO icon
199
ROBO Global Robotics & Automation Index ETF
ROBO
$1.9B
$10.9K ﹤0.01%
211
+171
+428% +$9.8K
CB icon
200
Chubb
CB
$140B
$10.9K ﹤0.01%
36
– –
6 7
8
9 10

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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.