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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$153B
$0 0.0% of portfolio
5
Q3 2023 Reduced 92.31%
$163B
$18,000 0.0% of portfolio
48
Q1 2025 Reduced 5.88%
$17.2B
$0 0.0% of portfolio
2
Q2 2023 New
$50.7B
$21,000 0.0% of portfolio
346
Q1 2024 Added 0.29%
$100B
$15,000 0.0% of portfolio
47
Q4 2022 Reduced 32.86%
$72.2B
$11,000 0.0% of portfolio
71
Q1 2025 Reduced 6.58%
$58.7B
$18,000 0.0% of portfolio
80
Q1 2025 Reduced 48.39%
$33.9B
$7,000 0.0% of portfolio
452
Q4 2022 Reduced 43.64%
$44.6B
$4,000 0.0% of portfolio
76
Q1 2025 Added 1.33%
$24.2B
$14,000 0.0% of portfolio
8
Q4 2024 Added 14.29%
$11.6B
$18,000 0.0% of portfolio
613
Q3 2024 Added 60.89%
$94.9B
$16,000 0.0% of portfolio
25
Q1 2025 Reduced 7.41%
$77.2B
$3,000 0.0% of portfolio
45
Q2 2023 New
$13.1B
$11,000 0.0% of portfolio
79
Q4 2023 Reduced 23.3%
$41B
$17,000 0.0% of portfolio
173
Q2 2024 Added 0.58%
$28.1B
$1,000 0.0% of portfolio
39
Q4 2024 New
$27.9B
$0 0.0% of portfolio
92
Q4 2019 New
$22.6B
$1,000 0.0% of portfolio
20
Q3 2024 Added 5.26%
$10.5B
$0 0.0% of portfolio
13
Q4 2024 Reduced 82.19%
$36B
$19,000 0.0% of portfolio
72
Q2 2024 Added 16.13%
$135B
$15,000 0.0% of portfolio
72
Q1 2025 Reduced 6.49%
$18.4B
$0 0.0% of portfolio
10
Q2 2023 Added 11.11%
$172B
$3,000 0.0% of portfolio
7
Q1 2023 Added 40.0%
$21.1B
$11,000 0.0% of portfolio
500
Q1 2023 Reduced 50.0%
$64.1B
$0 0.0% of portfolio
1
Q4 2024 New
$35B
$12,000 0.0% of portfolio
204
Q3 2024 Reduced 24.44%
$173B
$10,000 0.0% of portfolio
22
Q4 2024 Reduced 15.38%
$16.9B
$19,000 0.0% of portfolio
362
Q1 2025 Added 0.84%

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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