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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
+1.36%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$518M
AUM Growth
+$4.77M
Cap. Flow
-$1.44M
Cap. Flow %
-0.28%
Top 10 Hldgs %
71.43%
Holding
804
New
111
Increased
165
Reduced
100
Closed
47

Top Buys

Rank Stock Value
1
VHT icon
Vanguard Health Care ETF
VHT
+$452K
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$328K
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$252K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$241K
5
VFH icon
Vanguard Financials ETF
VFH
+$238K

Top Sells

Rank Stock Value
1
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.26M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$671K
3
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$453K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$427K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$425K

Sector Composition

Rank Sector Weight
1 Technology 2.52%
2 Industrials 0.73%
3 Consumer Discretionary 0.68%
4 Financials 0.45%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APH icon
176
Amphenol
APH
$186B
$21.9K ﹤0.01%
162
– –
GFI icon
177
Gold Fields
GFI
$28.6B
$21.8K ﹤0.01%
500
– –
ALL icon
178
Allstate
ALL
$64.3B
$21.6K ﹤0.01%
104
– –
ASML icon
179
ASML
ASML
$671B
$21.4K ﹤0.01%
20
– –
KBE icon
180
State Street SPDR S&P Bank ETF
KBE
$1.56B
$21.3K ﹤0.01%
351
+3
+0.9% +$177
KO icon
181
Coca-Cola
KO
$351B
$20.9K ﹤0.01%
298
+1
+0.3% +$70
KMPR icon
182
Kemper
KMPR
$1.65B
$20.3K ﹤0.01%
500
– –
SHW icon
183
Sherwin-Williams
SHW
$81.7B
$20.1K ﹤0.01%
62
– –
MO icon
184
Altria Group
MO
$124B
$20K ﹤0.01%
347
+11
+3% +$664
MGM icon
185
MGM Resorts International
MGM
$11.8B
$19.8K ﹤0.01%
542
-220
-29% -$7.46K
NVS icon
186
Novartis
NVS
$293B
$19.2K ﹤0.01%
139
-3
-2% -$393
PM icon
187
Philip Morris
PM
$301B
$18.9K ﹤0.01%
118
+9
+8% +$1.39K
SOLV icon
188
Solventum
SOLV
$14.1B
$18.9K ﹤0.01%
238
– –
CARR icon
189
Carrier Global
CARR
$57.1B
$18.8K ﹤0.01%
356
– –
ISRG icon
190
Intuitive Surgical
ISRG
$122B
$18.7K ﹤0.01%
33
– –
FBT icon
191
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.8B
$18.6K ﹤0.01%
90
– –
BITO icon
192
ProShares Bitcoin Strategy ETF
BITO
$1.45B
$18.6K ﹤0.01%
1,529
+274
+22% +$4.3K
EYPT icon
193
EyePoint Inc
EYPT
$1.12B
$18.3K ﹤0.01%
1,000
– –
TFLO icon
194
iShares Treasury Floating Rate Bond ETF
TFLO
$6.56B
$18K ﹤0.01%
357
+4
+1% +$202
DFIN icon
195
Donnelley Financial Solutions
DFIN
$1.25B
$18K ﹤0.01%
385
– –
SEB icon
196
Seaboard Corp
SEB
$4.34B
$17.8K ﹤0.01%
4
– –
VDC icon
197
Vanguard Consumer Staples ETF
VDC
$7.96B
$17.7K ﹤0.01%
84
– –
ES icon
198
Eversource Energy
ES
$28.1B
$17.6K ﹤0.01%
262
– –
VRTX icon
199
Vertex Pharmaceuticals
VRTX
$123B
$17.2K ﹤0.01%
38
– –
MCK icon
200
McKesson
MCK
$98.5B
$17.2K ﹤0.01%
21
– –
6 7
8
9 10

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Cedar Mountain Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Cedar Mountain Advisors held 804 positions worth $518M, up 0.93% from $514M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Cedar Mountain Advisors's Q4 2025 filing shows 111 new, 165 increased, 100 reduced and 47 closed positions. Its largest new stake was JPMorgan Limited Duration Bond ETF: 951 shares worth $49.8K. The largest sale was State Street SPDR Portfolio Short Term Corporate Bond ETF, an estimated $1.26M.

By sector, the portfolio is most concentrated in Technology at 2.5% of assets, down from 2.7% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Cedar Mountain Advisors's largest Q4 2025 buy was JPMorgan Limited Duration Bond ETF: 951 shares worth $49.8K.
  • Cedar Mountain Advisors added most to Vanguard Health Care ETF in Q4 2025, an estimated $452K increase.
  • Cedar Mountain Advisors's biggest Q4 2025 reduction was State Street SPDR Portfolio Short Term Corporate Bond ETF, cutting an estimated $1.26M.
  • Cedar Mountain Advisors fully exited Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2025, selling an estimated $16.2K.
  • Cedar Mountain Advisors's ten largest holdings make up 71% of its $518M portfolio in Q4 2025.
  • Cedar Mountain Advisors opened 111 new positions and closed 47 in Q4 2025.
  • Cedar Mountain Advisors's portfolio value rose 0.93% quarter-over-quarter to $518M.

Based on Cedar Mountain Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.