Cedar Mountain Advisors, LLC Top Holdings and 13F Report (2025) About Cedar Mountain Advisors, LLCInvestment ActivityCedar Mountain Advisors, LLC has $481.22 million in total holdings as of June 30, 2025.Cedar Mountain Advisors, LLC owns shares of 366 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 0.91% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Cedar Mountain Advisors, LLC has purchased 344 new stocks and bought additional shares in 97 stocks.Cedar Mountain Advisors, LLC sold shares of 28 stocks and completely divested from 15 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $86,483,428iShares Russell 1000 Value ETF $81,018,195iShares Russell Mid-Cap Growth ETF $39,220,120iShares Russell Mid-Cap Value ETF $33,982,191iShares Core S&P Small-Cap ETF $24,446,694 Largest New Holdings this Quarter 46138G649 - Invesco NASDAQ 100 ETF $219,152 Holding46641Q134 - JPMorgan International Research Enhanced Equity ETF $44,585 Holding63942X106 - Navitas Semiconductor $22,925 Holding345370860 - Ford Motor $17,360 HoldingN07059210 - ASML $16,028 Holding Largest Purchases this Quarter iShares Russell 1000 Value ETF 2,146 shares (about $416.82K)iShares Core S&P Small-Cap ETF 3,675 shares (about $401.64K)Invesco QQQ 623 shares (about $343.67K)iShares Russell Mid-Cap Value ETF 2,297 shares (about $303.53K)Vanguard International High Dividend Yield ETF 3,387 shares (about $271.33K) Largest Sales this Quarter SPDR Portfolio Short Term Corporate Bond ETF 31,389 shares (about $947.63K)iShares Core U.S. Aggregate Bond ETF 2,733 shares (about $271.11K)Vanguard Short-Term Inflation-Protected Securities ETF 2,032 shares (about $102.15K)J P MORGAN EXCHANGE TRADED F 1,550 shares (about $83.06K)iShares Russell Mid-Cap Growth ETF 418 shares (about $57.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCedar Mountain Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$86,483,428$33,966 ▲0.0%203,69218.0%ETFIWDiShares Russell 1000 Value ETF$81,018,195$416,818 ▲0.5%417,12516.8%ETFIWPiShares Russell Mid-Cap Growth ETF$39,220,120$57,968 ▼-0.1%282,8108.2%ETFIWSiShares Russell Mid-Cap Value ETF$33,982,191$303,526 ▲0.9%257,1687.1%ETFIJRiShares Core S&P Small-Cap ETF$24,446,694$401,642 ▲1.7%223,6865.1%ETFQQQInvesco QQQ$23,336,023$343,672 ▲1.5%42,3034.8%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$21,137,959$947,634 ▼-4.3%700,1644.4%ETFVFHVanguard Financials ETF$18,781,055$168,418 ▲0.9%147,5343.9%ETFSCHZSchwab U.S. Aggregate Bond ETF$14,480,345$243,160 ▲1.7%623,0793.0%ETFVHTVanguard Health Care ETF$12,297,287$238,406 ▲2.0%49,5182.6%ETFSPHQInvesco S&P 500 Quality ETF$12,152,644$222,403 ▲1.9%170,5392.5%ETFILTBiShares Core 10+ Year USD Bond ETF$11,295,913$225,553 ▲2.0%228,5702.3%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$11,278,097$196,179 ▲1.8%346,4852.3%ETFVYMIVanguard International High Dividend Yield ETF$10,070,652$271,333 ▲2.8%125,7102.1%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$7,869,065$1,326 ▲0.0%255,2411.6%ETFPULSPGIM Ultra Short Bond ETF$7,844,080$7,912 ▲0.1%157,6381.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,238,531$271,114 ▼-3.6%72,9691.5%FinanceVWOVanguard FTSE Emerging Markets ETF$5,521,886$165,395 ▲3.1%111,6431.1%ETFBINCiShares Flexible Income Active ETF$5,427,709$141,452 ▲2.7%102,7201.1%ETFDIVBiShares Core Dividend ETF$4,955,860$147,085 ▲3.1%98,4871.0%ETFADPAutomatic Data Processing$4,007,680$3,392 ▲0.1%12,9950.8%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$3,133,254$69,716 ▲2.3%38,6960.7%ETFJ P MORGAN EXCHANGE TRADED F$2,845,415$83,065 ▼-2.8%53,0960.6%ACTIVE BOND ETFVTIVanguard Total Stock Market ETF$2,664,4470.0%8,7670.6%ETFMSFTMicrosoft$2,249,323$20,394 ▼-0.9%4,5220.5%Computer and TechnologyCSXCSX$2,066,1470.0%63,3200.4%TransportationAAPLApple$1,739,857$56,833 ▼-3.2%8,4800.4%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,694,907$17,392 ▲1.0%16,8590.4%ETFVUGVanguard Growth ETF$1,522,702$30,691 ▼-2.0%3,4730.3%ETFVTVVanguard Value ETF$990,8650.0%5,6060.2%ETFBRBroadridge Financial Solutions$901,357$3,159 ▲0.4%3,7090.2%Computer and TechnologyIWMiShares Russell 2000 ETF$900,707$36,684 ▼-3.9%4,1740.2%FinanceBRK.BBerkshire Hathaway$900,132$24,289 ▼-2.6%1,8530.2%FinanceTSLATesla$872,294$35,260 ▲4.2%2,7460.2%Auto/Tires/TrucksBNDVanguard Total Bond Market ETF$792,8500.0%10,7680.2%ETFVTEBVanguard Tax-Exempt Bond ETF$760,7490.0%15,5160.2%ETFNKENIKE$565,478$7,601 ▼-1.3%7,9600.1%Consumer DiscretionaryNVDANVIDIA$540,407$1,738 ▲0.3%3,4210.1%Computer and TechnologySTNCHennessy Stance ESG Large Cap ETF$469,3280.0%15,2040.1%ETFTGTTarget$463,951$8,385 ▲1.8%4,7030.1%Retail/WholesaleINTUIntuit$457,896$788 ▲0.2%5810.1%Computer and TechnologyMCDMcDonald's$434,4410.0%1,4870.1%Retail/WholesaleBABoeing$375,721$5,239 ▼-1.4%1,7930.1%AerospaceVXFVanguard Extended Market ETF$358,2480.0%1,8590.1%ETFCOSTCostco Wholesale$357,1920.0%3610.1%Retail/WholesaleAMATApplied Materials$345,074$3,295 ▼-0.9%1,8850.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$333,100$46,350 ▲16.2%5390.1%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$314,338$102,149 ▼-24.5%6,2530.1%ManufacturingACIAlbertsons Companies$313,1640.0%14,5590.1%Consumer StaplesSOSouthern$306,841$2,480 ▲0.8%3,3410.1%UtilitiesSBUXStarbucks$293,177$1,649 ▲0.6%3,2000.1%Retail/WholesaleHDHome Depot$222,7310.0%6070.0%Retail/WholesaleUNPUnion Pacific$221,1610.0%9610.0%TransportationQQQMInvesco NASDAQ 100 ETF$219,152$219,152 ▲New Holding9650.0%ETFCHDChurch & Dwight$211,4420.0%2,2000.0%Consumer StaplesAMZNAmazon.com$209,298$21,939 ▲11.7%9540.0%Retail/WholesaleSRSpire$208,1670.0%2,8520.0%UtilitiesPGProcter & Gamble$193,056$1,274 ▲0.7%1,2120.0%Consumer StaplesJ P MORGAN EXCHANGE TRADED F$184,9240.0%2,9550.0%HEDGED EQUITY LAMETAMeta Platforms$181,2960.0%2460.0%Computer and TechnologyIVViShares Core S&P 500 ETF$165,560$620 ▲0.4%2670.0%ETFWMTWalmart$158,9220.0%1,6250.0%Retail/WholesaleISHARES BITCOIN TRUST ETF$143,6600.0%2,3470.0%SHS BEN INTXOMExxon Mobil$137,007$10,240 ▼-7.0%1,2710.0%EnergyVXUSVanguard Total International Stock ETF$133,420$20,935 ▼-13.6%1,9310.0%ETFJEPIJPMorgan Equity Premium Income ETF$127,9690.0%2,2510.0%ETFILCGiShares Morningstar Growth ETF$127,9080.0%1,3200.0%ETFIWBiShares Russell 1000 ETF$124,9620.0%3680.0%ETFVNQVanguard Real Estate ETF$124,284$356 ▲0.3%1,3960.0%ETFMSMorgan Stanley$120,327$704 ▲0.6%8540.0%FinanceIBMInternational Business Machines$97,980$29,512 ▼-23.1%3320.0%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$93,7310.0%1,7230.0%ETFFVFirst Trust Dorsey Wright Focus 5 ETF$90,280$119 ▲0.1%1,5230.0%ManufacturingWMWaste Management$89,984$229 ▲0.3%3930.0%Business ServicesGLDSPDR Gold Shares$86,8770.0%2850.0%FinanceIEIiShares 3-7 Year Treasury Bond ETF$83,640$26,808 ▲47.2%7020.0%ETFGEGE Aerospace$80,6430.0%3130.0%AerospaceWESWestern Midstream Partners$78,792$1,780 ▲2.3%2,0360.0%EnergyINTCIntel$75,742$11,201 ▲17.4%3,3810.0%Computer and TechnologyWYWeyerhaeuser$73,665$514 ▲0.7%2,8670.0%ConstructionTAT&T$73,359$723 ▲1.0%2,5350.0%Computer and TechnologyJPMJPMorgan Chase & Co.$63,2180.0%2180.0%FinanceGOOGLAlphabet$62,773$35,266 ▼-36.0%3560.0%Computer and TechnologyCWCurtiss-Wright$62,5340.0%1280.0%AerospaceCOINCoinbase Global$62,0370.0%1770.0%FinanceMMM3M$61,5050.0%4040.0%Multi-Sector ConglomeratesGOOGAlphabet$58,7160.0%3310.0%Computer and TechnologyVVisa$57,541$1,776 ▼-3.0%1620.0%Business ServicesNWNNorthwest Natural Gas$56,814$3,298 ▲6.2%1,4300.0%UtilitiesPIMCO ETF TR$56,092$3,776 ▲7.2%6090.0%ACTIVE BD ETFSHYiShares 1-3 Year Treasury Bond ETF$55,7650.0%6730.0%ManufacturingPALANTIR TECHNOLOGIES INC$54,5280.0%4000.0%CL AAEEAmeren$53,3980.0%5560.0%UtilitiesBLACKROCK INC$53,025$1,040 ▲2.0%510.0%COMRTXRTX$51,1440.0%3500.0%AerospaceXLVHealth Care Select Sector SPDR Fund$50,9510.0%3780.0%ETFITAiShares U.S. Aerospace & Defense ETF$50,744$7,168 ▲16.5%2690.0%ETFBROSDutch Bros$50,6620.0%7410.0%Retail/WholesaleIJTiShares S&P Small-Cap 600 Growth ETF$50,286$133 ▲0.3%3780.0%ETFPAYXPaychex$47,801$436 ▲0.9%3290.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
