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Cedar Mountain Advisors, LLC Top Holdings and 13F Report (2025)

About Cedar Mountain Advisors, LLC

Investment Activity

  • Cedar Mountain Advisors, LLC has $446.44 million in total holdings as of March 31, 2025.
  • Cedar Mountain Advisors, LLC owns shares of 353 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 1.35% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Cedar Mountain Advisors, LLC has purchased 368 new stocks and bought additional shares in 88 stocks.
  • Cedar Mountain Advisors, LLC sold shares of 65 stocks and completely divested from 45 stocks this quarter.

Largest New Holdings this Quarter

46641Q332 - JPMorgan Equity Premium Income ETF
$128,622 Holding
46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF
$89,217 Holding
458140100 - Intel
$65,435 Holding
44888K407 - HYDROFARM HLDGS GROUP INC
$13,326 Holding
863667101 - Stryker
$10,423 Holding

Largest Purchases this Quarter

iShares Core 10+ Year USD Bond ETF
26,542 shares (about $1.33M)
Schwab U.S. Aggregate Bond ETF
47,737 shares (about $1.11M)
iShares Russell Mid-Cap Value ETF
2,204 shares (about $277.64K)
iShares Core S&P Small-Cap ETF
2,600 shares (about $271.88K)

Largest Sales this Quarter

iShares Russell 1000 Growth ETF
955 shares (about $344.84K)
SPDR Portfolio Short Term Corporate Bond ETF
6,707 shares (about $201.88K)
Vanguard Growth ETF
378 shares (about $140.15K)
iShares Russell 2000 ETF
494 shares (about $98.55K)
Hennessy Stance ESG Large Cap ETF
3,200 shares (about $95.42K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCedar Mountain Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$78,082,360$268,692 0.3%414,97917.5%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$73,522,418$344,842 -0.5%203,61216.5%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$33,276,459$92,230 -0.3%283,2287.5%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$32,106,109$277,638 0.9%254,8717.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$23,006,543$271,882 1.2%220,0115.2%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$22,019,752$201,881 -0.9%731,5534.9%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$19,544,455$54,394 -0.3%41,6804.4%Finance
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$17,467,854$43,487 -0.2%146,2113.9%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$14,188,185$1,105,589 8.5%612,6163.2%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$12,854,653$269,228 2.1%48,5582.9%ETF
iShares Core 10+ Year USD Bond ETF stock logo
ILTB
iShares Core 10+ Year USD Bond ETF
$11,200,284$1,327,098 13.4%224,0062.5%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$11,106,500$188,538 1.7%167,4182.5%ETF
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$11,020,610$415,501 3.9%340,4582.5%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$9,013,976$169,634 1.9%122,3232.0%ETF
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF
$7,865,212$187,293 2.4%255,1981.8%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$7,831,445$203,893 2.7%157,4791.8%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$7,488,461$138,192 1.9%75,7021.7%Finance
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$5,240,241$60,970 1.2%100,0431.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$4,901,595$66,894 1.4%108,2991.1%ETF
iShares Core Dividend ETF stock logo
DIVB
iShares Core Dividend ETF
$4,636,787$45,075 1.0%95,5641.0%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$3,966,881$78,213 -1.9%12,9840.9%Business Services
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$3,089,999$151,744 5.2%37,8350.7%ETF
J P MORGAN EXCHANGE TRADED F
$2,924,654$185,393 6.8%54,6460.7%ACTIVE BOND ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,409,425$27,758 1.2%8,7670.5%ETF
Apple Inc. stock logo
AAPL
Apple
$1,945,272$52,203 -2.6%8,7570.4%Computer and Technology
CSX Co. stock logo
CSX
CSX
$1,863,506$29 0.0%63,3200.4%Transportation
Microsoft Co. stock logo
MSFT
Microsoft
$1,713,027$28,532 -1.6%4,5630.4%Computer and Technology
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$1,678,940$33,607 2.0%16,6860.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,313,635$140,151 -9.6%3,5430.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,013,500$20,238 -2.0%1,9030.2%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$968,440$39,042 -3.9%5,6060.2%ETF
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$896,095$3,394 0.4%3,6960.2%Business Services
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$866,585$98,548 -10.2%4,3440.2%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$790,9120.0%10,7680.2%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$769,9040.0%15,5160.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$682,887$8,552 -1.2%2,6350.2%Auto/Tires/Trucks
NIKE, Inc. stock logo
NKE
NIKE
$512,119$2,666 0.5%8,0670.1%Consumer Discretionary
Target Co. stock logo
TGT
Target
$481,9340.0%4,6180.1%Retail/Wholesale
McDonald's Co. stock logo
MCD
McDonald's
$464,355$74,634 -13.8%1,4870.1%Retail/Wholesale
STNC
Hennessy Stance ESG Large Cap ETF
$453,373$95,422 -17.4%15,2040.1%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$413,4220.0%8,2850.1%Manufacturing
NVIDIA Co. stock logo
NVDA
NVIDIA
$369,609$1,843 0.5%3,4100.1%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$356,334$614 -0.2%5800.1%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$341,162$2,835 -0.8%3610.1%Retail/Wholesale
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$320,2310.0%1,8590.1%ETF
Albertsons Companies, Inc. stock logo
ACI
Albertsons Companies
$320,1520.0%14,5590.1%Consumer Staples
Starbucks Co. stock logo
SBUX
Starbucks
$312,153$10,791 3.6%3,1820.1%Retail/Wholesale
The Boeing Company stock logo
BA
Boeing
$310,0880.0%1,8180.1%Aerospace
The Southern Company stock logo
SO
Southern
$304,730$2,391 0.8%3,3140.1%Utilities
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$276,228$4,500 1.7%1,9030.1%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$259,641$17,906 7.4%4640.1%Finance
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$242,1980.0%2,2000.1%Consumer Staples
Union Pacific Co. stock logo
UNP
Union Pacific
$227,068$1,181 -0.5%9610.1%Transportation
Spire Inc. stock logo
SR
Spire
$223,1690.0%2,8520.0%Utilities
The Home Depot, Inc. stock logo
HD
Home Depot
$222,591$25,303 -10.2%6070.0%Retail/Wholesale
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$205,194$1,193 0.6%1,2040.0%Consumer Staples
J P MORGAN EXCHANGE TRADED F
$176,354$47,207 -21.1%2,9550.0%HEDGED EQUITY LA
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$162,482$1,903 -1.2%8540.0%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$162,475$833 0.5%1,3660.0%Energy
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$149,362$85,350 -36.4%2660.0%ETF
Walmart Inc. stock logo
WMT
Walmart
$142,672$1,405 -1.0%1,6250.0%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$141,519$5,753 4.2%2460.0%Computer and Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$138,756$373 0.3%2,2340.0%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$128,622$128,622 New Holding2,2510.0%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$126,033$815 -0.6%1,3920.0%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$112,880$1,227 -1.1%3680.0%ETF
ISHARES BITCOIN TRUST ETF
$109,8630.0%2,3470.0%SHS BEN INT
International Business Machines Co. stock logo
IBM
International Business Machines
$107,341$745 0.7%4320.0%Computer and Technology
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$106,907$27,456 -20.4%1,3200.0%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$99,110$934 -0.9%8490.0%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$90,722$463 0.5%3920.0%Business Services
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$89,217$89,217 New Holding1,7230.0%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$86,003$31,400 57.5%5560.0%Computer and Technology
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$83,442$110 0.1%1,5210.0%Manufacturing
Weyerhaeuser stock logo
WY
Weyerhaeuser
$83,367$527 0.6%2,8470.0%Construction
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$82,1200.0%2850.0%Finance
Western Midstream Partners, LP stock logo
WES
Western Midstream Partners
$81,506$1,720 2.2%1,9900.0%Energy
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$78,259$62,017 381.8%3710.0%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$73,496$230 0.3%9600.0%ETF
AT&T Inc. stock logo
T
AT&T
$70,988$113 0.2%2,5100.0%Computer and Technology
Intel Co. stock logo
INTC
Intel
$65,435$65,435 New Holding2,8810.0%Computer and Technology
General Electric stock logo
GE
General Electric
$62,6500.0%3130.0%Transportation
3M stock logo
MMM
3M
$59,3310.0%4040.0%Multi-Sector Conglomerates
Visa Inc. stock logo
V
Visa
$58,527$12,967 28.5%1670.0%Business Services
Northwest Natural Holding stock logo
NWN
Northwest Natural
$57,544$641 1.1%1,3470.0%Utilities
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$56,3500.0%4770.0%ETF
Ameren Co. stock logo
AEE
Ameren
$55,8220.0%5560.0%Utilities
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$55,6770.0%6730.0%Manufacturing
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$55,192$6,716 -10.8%3780.0%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$53,391$245 0.5%2180.0%Finance
PIMCO ETF TR
$52,511$647 1.2%5680.0%ACTIVE BD ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$51,712$3,593 -6.5%3310.0%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$50,916$419 0.8%2430.0%Medical
Paychex, Inc. stock logo
PAYX
Paychex
$50,353$309 0.6%3260.0%Business Services
BLACKROCK INC
$47,5790.0%500.0%COM
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$46,952$125 0.3%3770.0%ETF
RTX Co. stock logo
RTX
RTX
$46,3520.0%3500.0%Aerospace
Dutch Bros Inc. stock logo
BROS
Dutch Bros
$45,7490.0%7410.0%Retail/Wholesale
Waste Connections, Inc. stock logo
WCN
Waste Connections
$44,5030.0%2280.0%Business Services
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$43,8630.0%9670.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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