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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
+5.55%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$514M
AUM Growth
+$32.4M
Cap. Flow
+$6.32M
Cap. Flow %
1.23%
Top 10 Hldgs %
71.26%
Holding
697
New
340
Increased
152
Reduced
43
Closed
4

Top Buys

Rank Stock Value
1
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.72M
2
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$4.95M
3
ADP icon
Automatic Data Processing
ADP
+$1.21M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.02M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$984K

Top Sells

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.65M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.21M
3
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$2.12M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.52M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$900K

Sector Composition

Rank Sector Weight
1 Technology 2.7%
2 Industrials 0.73%
3 Consumer Discretionary 0.71%
4 Financials 0.46%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
F icon
176
Ford
F
$57.3B
$22.2K ﹤0.01%
1,860
+260
+16% +$3K
MO icon
177
Altria Group
MO
$122B
$22.2K ﹤0.01%
336
+121
+56% +$7.67K
TJX icon
178
TJX Companies
TJX
$170B
$22.1K ﹤0.01%
153
+40
+35% +$5.31K
BE icon
179
Bloom Energy
BE
$52.6B
$21.9K ﹤0.01%
259
– –
EXAS
180
DELISTED
Exact Sciences
EXAS
$21.9K ﹤0.01%
400
– –
BDX icon
181
Becton Dickinson
BDX
$43.1B
$21.5K ﹤0.01%
115
+35
+44% +$6.5K
CMCSA icon
182
Comcast
CMCSA
$79.1B
$21.5K ﹤0.01%
684
+610
+824% +$20.4K
SHW icon
183
Sherwin-Williams
SHW
$78.3B
$21.5K ﹤0.01%
62
– –
CARR icon
184
Carrier Global
CARR
$57.2B
$21.2K ﹤0.01%
356
+9
+3% +$611
GFI icon
185
Gold Fields
GFI
$29.2B
$21K ﹤0.01%
500
– –
KBE icon
186
State Street SPDR S&P Bank ETF
KBE
$1.64B
$20.7K ﹤0.01%
348
+2
+0.6% +$118
RIOT icon
187
Riot Platforms
RIOT
$8.52B
$20.5K ﹤0.01%
+1,075
New +$14.9K
NOW icon
188
ServiceNow
NOW
$102B
$20.2K ﹤0.01%
+110
New +$20.5K
APH icon
189
Amphenol
APH
$188B
$20K ﹤0.01%
162
+6
+4% +$658
DFIN icon
190
Donnelley Financial Solutions
DFIN
$1.21B
$19.8K ﹤0.01%
385
– –
KO icon
191
Coca-Cola
KO
$354B
$19.7K ﹤0.01%
297
+196
+194% +$13.5K
ASML icon
192
ASML
ASML
$675B
$19.4K ﹤0.01%
20
– –
ACN icon
193
Accenture
ACN
$89.9B
$19K ﹤0.01%
77
+18
+31% +$4.69K
ES icon
194
Eversource Energy
ES
$28.2B
$18.6K ﹤0.01%
+262
New +$17.2K
NVS icon
195
Novartis
NVS
$295B
$18.2K ﹤0.01%
+142
New +$17.3K
SYK icon
196
Stryker
SYK
$127B
$18.1K ﹤0.01%
49
+8
+20% +$3.09K
VDC icon
197
Vanguard Consumer Staples ETF
VDC
$7.86B
$18K ﹤0.01%
+84
New +$18.4K
TFLO icon
198
iShares Treasury Floating Rate Bond ETF
TFLO
$6.56B
$17.8K ﹤0.01%
353
+4
+1% +$202
MORN icon
199
Morningstar
MORN
$6.56B
$17.8K ﹤0.01%
77
– –
PM icon
200
Philip Morris
PM
$301B
$17.7K ﹤0.01%
109
+59
+118% +$9.93K
6 7
8
9 10

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Cedar Mountain Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Cedar Mountain Advisors held 697 positions worth $514M, up 6.7% from $481M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Cedar Mountain Advisors's Q3 2025 filing shows 340 new, 152 increased, 43 reduced and 4 closed positions. Its largest new stake was iShares MSCI EAFE ETF: 62,960 shares worth $5.88M. The largest sale was iShares Russell 1000 Growth ETF, an estimated $3.65M.

By sector, the portfolio is most concentrated in Technology at 2.7% of assets, up from 2.3% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Cedar Mountain Advisors's largest Q3 2025 buy was iShares MSCI EAFE ETF: 62,960 shares worth $5.88M.
  • Cedar Mountain Advisors added most to Automatic Data Processing in Q3 2025, an estimated $1.21M increase.
  • Cedar Mountain Advisors's biggest Q3 2025 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $3.65M.
  • Cedar Mountain Advisors fully exited Hydrofarm Holdings in Q3 2025, selling an estimated $26.4K.
  • Cedar Mountain Advisors's ten largest holdings make up 71% of its $514M portfolio in Q3 2025.
  • Cedar Mountain Advisors opened 340 new positions and closed 4 in Q3 2025.
  • Cedar Mountain Advisors's portfolio value rose 6.7% quarter-over-quarter to $514M.

Based on Cedar Mountain Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.