Cedar Mountain Advisors, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $471 Million distributed in 366 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $85.9M, Ishares Russell 1000 Val ETF with a value of $81M, Ishares Russell Mid Cap Growth with a value of $39.2M, Ishares Russell Midcap Value E with a value of $34M, and Ishares Core S&P Sm Cap ETF with a value of $24.4M.

Examining the 13F form we can see an increase of $35.5M in the current position value, from $435M to 471M.

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

Portfolio value $471 Million
ETFs: $448 Million
Industrials: $7.36 Million
Technology: $7.01 Million
Consumer Cyclical: $2.79 Million
Consumer Defensive: $1.79 Million
Financial Services: $1.54 Million
Utilities: $781,000
Communication Services: $500,000
Other: $843,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 366
  • Current Value $471 Million
  • Prior Value $435 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 31 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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