Cedar Mountain Advisors, LLC Portfolio Holdings

Cedar Mountain Advisors, LLC

  • $471 Million
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$85.9 Million 18.25% of portfolio
203,692
Q2 2025 Added 0.04%
$0
$81 Million 17.21% of portfolio
417,125
Q2 2025 Added 0.52%
$0
$39.2 Million 8.33% of portfolio
282,810
Q2 2025 Reduced 0.15%
$0
$34 Million 7.22% of portfolio
257,168
Q2 2025 Added 0.9%
$0
$24.4 Million 5.19% of portfolio
223,686
Q2 2025 Added 1.67%
$0
$23.3 Million 4.96% of portfolio
42,303
Q2 2025 Added 1.49%
$0
$21.1 Million 4.49% of portfolio
700,164
Q2 2025 Reduced 4.29%
$0
$18.8 Million 3.99% of portfolio
147,534
Q2 2025 Added 0.9%
$0
$14.4 Million 3.06% of portfolio
623,079
Q2 2025 Added 1.71%
$0
$12.3 Million 2.61% of portfolio
49,518
Q2 2025 Added 1.98%
$0
$12.2 Million 2.58% of portfolio
170,539
Q2 2025 Added 1.86%
$0
$11.3 Million 2.4% of portfolio
346,485
Q2 2025 Added 1.77%
$0
$11.2 Million 2.38% of portfolio
228,570
Q2 2025 Added 2.04%
$0
$10.1 Million 2.14% of portfolio
125,710
Q2 2025 Added 2.77%
$0
$7.84 Million 1.67% of portfolio
157,638
Q2 2025 Added 0.1%
$0
$7.87 Million 1.67% of portfolio
255,241
Q2 2025 Added 0.02%
$0
$5.52 Million 1.17% of portfolio
111,643
Q2 2025 Added 3.09%
$0
$4.96 Million 1.05% of portfolio
98,487
Q2 2025 Added 3.06%
$124B
$4.01 Million 0.85% of portfolio
12,995
Q2 2025 Added 0.08%
$0
$2.94 Million 0.63% of portfolio
38,696
Q2 2025 Added 2.28%
$0
$2.66 Million 0.57% of portfolio
8,767
Q1 2025 Added 1.17%
$3.95T
$2.25 Million 0.48% of portfolio
4,522
Q2 2025 Reduced 0.9%
$75.3B
$2.07 Million 0.44% of portfolio
63,320
Q1 2025 Added 0.0%
$3.69T
$1.74 Million 0.37% of portfolio
8,480
Q2 2025 Reduced 3.16%
$0
$1.7 Million 0.36% of portfolio
16,859
Q2 2025 Added 1.04%
$0
$1.52 Million 0.32% of portfolio
3,473
Q2 2025 Reduced 1.98%
$0
$990,000 0.21% of portfolio
5,606
Q1 2025 Reduced 3.88%
$40.5B
$901,000 0.19% of portfolio
3,709
Q2 2025 Added 0.35%
$621B
$900,000 0.19% of portfolio
1,853
Q2 2025 Reduced 2.63%
$0
$900,000 0.19% of portfolio
4,174
Q2 2025 Reduced 3.91%
$1.08T
$872,000 0.19% of portfolio
2,746
Q2 2025 Added 4.21%
$0
$792,000 0.17% of portfolio
10,768
Q3 2024 New
$0
$760,000 0.16% of portfolio
15,516
Q3 2024 New
$94.4B
$565,000 0.12% of portfolio
7,960
Q2 2025 Reduced 1.33%
$456B
$540,000 0.11% of portfolio
3,421
Q2 2025 Added 0.32%
$201B
$457,000 0.1% of portfolio
581
Q2 2025 Added 0.17%
$48.9B
$463,000 0.1% of portfolio
4,703
Q2 2025 Added 1.84%
$222B
$434,000 0.09% of portfolio
1,487
Q1 2025 Reduced 13.85%
$439B
$357,000 0.08% of portfolio
361
Q1 2025 Reduced 0.82%
$0
$358,000 0.08% of portfolio
1,859
Q3 2024 New
$139B
$375,000 0.08% of portfolio
1,793
Q2 2025 Reduced 1.38%
$102B
$306,000 0.07% of portfolio
3,341
Q2 2025 Added 0.81%
$10.4B
$313,000 0.07% of portfolio
14,559
Q4 2023 Added 53.09%
$162B
$345,000 0.07% of portfolio
1,885
Q2 2025 Reduced 0.95%
$0
$314,000 0.07% of portfolio
6,253
Q2 2025 Reduced 24.53%
$0
$333,000 0.07% of portfolio
539
Q2 2025 Added 16.16%
$108B
$293,000 0.06% of portfolio
3,200
Q2 2025 Added 0.57%
$0
$219,000 0.05% of portfolio
965
Q2 2025 New
$405B
$222,000 0.05% of portfolio
607
Q1 2025 Reduced 10.21%

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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