Cedar Mountain Advisors, LLC Portfolio Holdings

Cedar Mountain Advisors, LLC

  • $435 Million
  • Q1 2025

Cedar Mountain Advisors, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $435 Million distributed in 353 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Val ETF with a value of $77.3M, Ishares Russell 1000 Gr ETF with a value of $73.4M, Ishares Russell Mid Cap Growth with a value of $33.3M, Ishares Russell Midcap Value E with a value of $31.9M, and Ishares Core S&P Sm Cap ETF with a value of $22.9M.

Examining the 13F form we can see an decrease of $10.6M in the current position value, from $446M to 435M. Also it can be appreciated an additional of 23 stocks purchases and 1 closed positions.

Below you can find more details about Cedar Mountain Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $435 Million
ETFs: $414 Million
Industrials: $6.97 Million
Technology: $6.12 Million
Consumer Cyclical: $2.52 Million
Consumer Defensive: $1.81 Million
Financial Services: $1.57 Million
Utilities: $774,000
Healthcare: $451,000
Other: $939,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$77.3 Million 17.76% of portfolio
414,979
Q1 2025 Added 0.35%
$0
$73.4 Million 16.87% of portfolio
203,612
Q1 2025 Reduced 0.47%
$0
$33.3 Million 7.66% of portfolio
283,228
Q1 2025 Reduced 0.28%
$0
$31.9 Million 7.33% of portfolio
254,871
Q1 2025 Added 0.87%
$0
$22.9 Million 5.26% of portfolio
220,011
Q1 2025 Added 1.2%
$0
$22 Million 5.06% of portfolio
731,553
Q1 2025 Reduced 0.91%
$0
$19.5 Million 4.49% of portfolio
41,680
Q1 2025 Reduced 0.28%
$0
$17.3 Million 3.97% of portfolio
146,211
Q1 2025 Reduced 0.25%
$0
$14.2 Million 3.26% of portfolio
612,616
Q1 2025 Added 8.45%
$0
$12.8 Million 2.93% of portfolio
48,558
Q1 2025 Added 2.14%
$0
$11.1 Million 2.56% of portfolio
224,006
Q1 2025 Added 13.44%
$0
$11.1 Million 2.55% of portfolio
340,458
Q1 2025 Added 3.92%
$0
$11 Million 2.53% of portfolio
167,418
Q1 2025 Added 1.73%
$0
$9.05 Million 2.08% of portfolio
122,323
Q1 2025 Added 1.92%
$0
$7.87 Million 1.81% of portfolio
255,198
Q1 2025 Added 2.44%
$0
$7.83 Million 1.8% of portfolio
157,479
Q1 2025 Added 2.67%
$0
$4.91 Million 1.13% of portfolio
108,299
Q1 2025 Added 1.38%
$0
$4.58 Million 1.05% of portfolio
95,564
Q1 2025 Added 0.98%
$0
$2.88 Million 0.66% of portfolio
37,835
Q1 2025 Added 5.16%
$0
$2.4 Million 0.55% of portfolio
8,767
Q1 2025 Added 1.17%
$0
$1.68 Million 0.39% of portfolio
16,686
Q1 2025 Added 2.04%
$0
$1.31 Million 0.3% of portfolio
3,543
Q1 2025 Reduced 9.64%
$0
$957,000 0.22% of portfolio
5,606
Q1 2025 Reduced 3.88%
$0
$870,000 0.2% of portfolio
4,344
Q1 2025 Reduced 10.21%
$0
$789,000 0.18% of portfolio
10,768
Q3 2024 New
$0
$768,000 0.18% of portfolio
15,516
Q3 2024 New
$0
$413,000 0.09% of portfolio
8,285
Q3 2024 New
$0
$321,000 0.07% of portfolio
1,859
Q3 2024 New
$0
$259,000 0.06% of portfolio
464
Q1 2025 Added 7.41%
$0
$124,000 0.03% of portfolio
1,392
Q1 2025 Reduced 0.64%
$0
$112,000 0.03% of portfolio
368
Q1 2025 Reduced 1.08%
$0
$127,000 0.03% of portfolio
2,251
Q1 2025 New
$0
$139,000 0.03% of portfolio
2,234
Q1 2025 Added 0.27%
$0
$148,000 0.03% of portfolio
266
Q1 2025 Reduced 36.36%
$0
$73,000 0.02% of portfolio
960
Q1 2025 Added 0.31%
$0
$83,000 0.02% of portfolio
1,521
Q1 2025 Added 0.13%
$0
$89,000 0.02% of portfolio
1,723
Q1 2025 New
$102B
$82,000 0.02% of portfolio
285
Q4 2019 New
$0
$78,000 0.02% of portfolio
371
Q1 2025 Added 381.82%
$0
$54,000 0.01% of portfolio
378
Q1 2025 Reduced 10.85%
$0
$24,000 0.01% of portfolio
313
Q3 2024 Reduced 9.54%
$0
$46,000 0.01% of portfolio
377
Q1 2025 Added 0.27%
$0
$56,000 0.01% of portfolio
477
Q1 2024 Reduced 18.74%
$0
$43,000 0.01% of portfolio
727
Q2 2024 Reduced 12.52%
$0
$35,000 0.01% of portfolio
231
Q4 2024 Added 0.43%
$0
$26,000 0.01% of portfolio
446
Q1 2025 Reduced 33.03%
$0
$29,000 0.01% of portfolio
198
Q1 2025 Added 138.55%
$0
$55,000 0.01% of portfolio
673
Q4 2023 New
$0
$52,000 0.01% of portfolio
568
Q1 2025 Added 1.25%

Summary

  • Portfolio
  • No. of Stocks 353
  • Current Value $435 Million
  • Prior Value $446 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 23 stocks
  • Additional Purchases 88 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 65 stocks
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