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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
EXC icon
201
Exelon
EXC
$48.6B
$10.7K ﹤0.01%
232
+3
+1% +$125
SYK icon
202
Stryker
SYK
$127B
$10.4K ﹤0.01%
+28
New +$10.7K
DGX icon
203
Quest Diagnostics
DGX
$25.1B
$10.3K ﹤0.01%
61
– –
APH icon
204
Amphenol
APH
$188B
$10.2K ﹤0.01%
+156
New +$10.6K
BOTZ icon
205
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.15B
$9.96K ﹤0.01%
+350
New +$11.3K
CMG icon
206
Chipotle Mexican Grill
CMG
$40.8B
$9.94K ﹤0.01%
198
-14
-7% -$761
HYT icon
207
BlackRock Corporate High Yield Fund
HYT
$1.36B
$9.8K ﹤0.01%
1,023
– –
ONON icon
208
On Holding
ONON
$11.9B
$9.71K ﹤0.01%
+221
New +$11.6K
IHI icon
209
iShares US Medical Devices ETF
IHI
$3.02B
$9.06K ﹤0.01%
151
+1
+0.7% +$62
SCHA icon
210
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$9K ﹤0.01%
384
– –
CHKP icon
211
Check Point Software Technologies
CHKP
$13.3B
$8.66K ﹤0.01%
38
– –
IMCG icon
212
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.89B
$8.64K ﹤0.01%
121
– –
X
213
DELISTED
US Steel
X
$8.41K ﹤0.01%
199
– –
SPEU icon
214
State Street SPDR Portfolio Europe ETF
SPEU
$712M
$7.97K ﹤0.01%
181
– –
SCHV
215
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$7.95K ﹤0.01%
299
+185
+162% +$4.96K
PM icon
216
Philip Morris
PM
$301B
$7.94K ﹤0.01%
50
– –
PCG icon
217
PG&E
PCG
$47.8B
$7.77K ﹤0.01%
452
– –
BLOK icon
218
Amplify Blockchain Technology ETF
BLOK
$1.1B
$7.75K ﹤0.01%
210
– –
UPS icon
219
United Parcel Service
UPS
$97.6B
$7.64K ﹤0.01%
69
– –
RIOT icon
220
Riot Platforms
RIOT
$8.52B
$7.48K ﹤0.01%
1,050
-450
-30% -$4.67K
AU icon
221
AngloGold Ashanti
AU
$40.3B
$7.42K ﹤0.01%
200
– –
AKR icon
222
Acadia Realty Trust
AKR
$2.99B
$7.25K ﹤0.01%
346
+3
+0.9% +$68
KO icon
223
Coca-Cola
KO
$354B
$7.19K ﹤0.01%
100
– –
CLOV icon
224
Clover Health Investments
CLOV
$2.28B
$7.18K ﹤0.01%
2,000
– –
UMC icon
225
United Microelectronic
UMC
$48.9B
$7.15K ﹤0.01%
1,000
– –
7 8
9
10 11

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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.