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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
TSN icon
176
Tyson Foods
TSN
$20.2B
$16.6K ﹤0.01%
297
+72
+32% +$4.14K
ISRG icon
177
Intuitive Surgical
ISRG
$121B
$16.3K ﹤0.01%
30
+8
+36% +$4.18K
SYK icon
178
Stryker
SYK
$127B
$16.2K ﹤0.01%
41
+13
+46% +$4.86K
ASML icon
179
ASML
ASML
$675B
$16K ﹤0.01%
+20
New +$14.4K
IWO icon
180
iShares Russell 2000 Growth ETF
IWO
$14.5B
$16K ﹤0.01%
56
-58
-51% -$15.3K
MKL icon
181
Markel Group
MKL
$25B
$16K ﹤0.01%
8
– –
WCBR
182
WisdomTree Cybersecurity Fund
WCBR
$103M
$16K ﹤0.01%
500
– –
IGD
183
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$503M
$15.9K ﹤0.01%
2,740
– –
VRTX icon
184
Vertex Pharmaceuticals
VRTX
$121B
$15.6K ﹤0.01%
35
– –
APH icon
185
Amphenol
APH
$188B
$15.4K ﹤0.01%
156
– –
IWN icon
186
iShares Russell 2000 Value ETF
IWN
$14.4B
$15.3K ﹤0.01%
97
-101
-51% -$15K
CSCO icon
187
Cisco
CSCO
$450B
$15.1K ﹤0.01%
217
– –
EIPI
188
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.08B
$14.3K ﹤0.01%
723
– –
TJX icon
189
TJX Companies
TJX
$170B
$14K ﹤0.01%
113
– –
BDX icon
190
Becton Dickinson
BDX
$43.1B
$13.8K ﹤0.01%
80
– –
PHK
191
PIMCO High Income Fund
PHK
$861M
$13.7K ﹤0.01%
2,854
– –
IGM icon
192
iShares Expanded Tech Sector ETF
IGM
$9.94B
$13.5K ﹤0.01%
120
– –
XLK icon
193
State Street Technology Select Sector SPDR ETF
XLK
$115B
$13.4K ﹤0.01%
106
– –
TECK icon
194
Teck Resources
TECK
$29.5B
$13K ﹤0.01%
322
– –
ROBO icon
195
ROBO Global Robotics & Automation Index ETF
ROBO
$1.9B
$12.6K ﹤0.01%
211
– –
MO icon
196
Altria Group
MO
$122B
$12.6K ﹤0.01%
215
+200
+1,333% +$11.7K
BLOK icon
197
Amplify Blockchain Technology ETF
BLOK
$1.1B
$12K ﹤0.01%
210
– –
FDX icon
198
FedEx
FDX
$74.5B
$12K ﹤0.01%
53
+1
+2% +$219
HUM icon
199
Humana
HUM
$46.7B
$12K ﹤0.01%
49
-23
-32% -$5.73K
ETY icon
200
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.27B
$11.9K ﹤0.01%
768
– –
6 7
8
9 10

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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.