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CIK: 0001798986
Total reported value
$580.7M
$580.7M
353 檔
41.3%
At the close of Q1 2025, Cedar Mountain Advisors, LLC disclosed equity holdings valued at approximately $580.7M, spread across 353 reported holdings.
In Q1 2025, Cedar Mountain Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 353 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-Other | 17.49% | -0.01% | +0.35% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 16.47% | +0.42% | -0.47% | |
| 3 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 7.45% | +0.11% | -0.28% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 7.19% | -0.01% | +0.87% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.15% | +0.28% | +1.20% | |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 4.93% | -0.44% | -0.91% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.38% | +0.56% | -0.28% | |
| 8 | VFH | Vanguard Financials ETF | ETF-Other | 3.91% | -0.11% | -0.25% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.18% | -0.36% | +8.45% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 2.88% | -0.07% | +2.14% | |
| 11 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 2.51% | -0.26% | +13.44% | |
| 12 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.49% | +0.12% | +1.73% | |
| 13 | LVHI | Franklin International Low V | ETF-Other | 2.47% | -0.33% | +3.92% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.02% | -0.18% | +1.92% | |
| 15 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.76% | -0.16% | +2.44% | |
| 16 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.75% | -0.15% | +2.67% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.68% | -0.17% | +1.88% | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.17% | -0.12% | +1.18% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.10% | -0.03% | +1.38% | |
| 20 | DIVB | Ishares Core Dividend ETF | ETF-Other | 1.04% | +0.01% | +0.98% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 0.89% | -0.02% | -1.93% | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.69% | -0.05% | +5.16% | |
| 23 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.66% | +0.11% | +6.77% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.01% | +1.17% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.44% | +0.02% | -2.61% | |
| 26 | CSX | Csx CORP | Stock-Industrials | 0.42% | +0.01% | +0.00% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | -0.13% | -1.64% | |
| 28 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.38% | -0.05% | +2.04% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.29% | +0.06% | -9.64% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.01% | -1.96% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.22% | — | -3.88% | |
| 32 | BR | Broadridge Financial Solutio | Stock-Tech | 0.20% | -0.04% | +0.38% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.19% | -0.07% | -10.21% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.18% | -0.02% | — | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.17% | -0.01% | — | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | — | -1.24% | |
| 37 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.11% | -0.06% | +0.52% | |
| 38 | TGT | Target CORP | Stock-Consumer Disc | 0.11% | — | — | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.10% | -0.03% | -13.85% | |
| 40 | STNC | Hennessy Sustainable ETF | ETF-Other | 0.10% | — | -17.39% | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.09% | -0.01% | — | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.08% | — | +0.50% | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.08% | -0.02% | -0.17% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.08% | -0.02% | -0.82% | |
| 45 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.07% | +0.01% | — | |
| 46 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 0.07% | -0.02% | — | |
| 47 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.07% | — | +3.58% | |
| 48 | BA | Boeing Co/the | Stock-Industrials | 0.07% | +0.01% | — | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.07% | +0.03% | +0.79% | |
| 50 | AMAT | Applied Materials Inc | Stock-Tech | 0.06% | +0.09% | +1.66% |
According to official SEC Form 13F filings, Cedar Mountain Advisors, LLC reported a total U.S. public equity portfolio value of $580.7M across 353 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IWD, IWF, IWP) accounted for 41.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
IWD
市值: $78.1M
During Q1 2025, Cedar Mountain Advisors, LLC's top holdings by market value included IWD (17.5%)、IWF (16.5%)、IWP (7.5%). The largest single position, IWD, represented 17.5% of total portfolio value.
In Q1 2025, Cedar Mountain Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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