CM
| |
Cedar Mountain Advisors, LLC13F | |
| Cedar Mountain Advisors, LLC | |
| Last update 2025-07-22 | 366 Stocks (22 new) |
| Value $481.00 Mil | Turnover 1 % |
Cedar Mountain Advisors, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWF | iShares Russell 1000 Growth ETF | 203,692 | 86,483.4 | +0.04% | 17.970 | +0.01% | 0.080 | +26.89% | +7.95% | 112,963.2 | ||
IWD | iShares Russell 1000 Value ETF | 417,125 | 81,018.2 | +0.52% | 16.840 | +0.09% | 0.130 | +12.06% | +7.61% | 62,518.2 | ||
IWP | iShares Russell Mid-Cap Growth ETF | 282,810 | 39,220.1 | -0.15% | 8.150 | -0.01% | 0.200 | +23.90% | +10.65% | 19,508.8 | ||
IWS | iShares Russell Mid-Cap Value ETF | 257,168 | 33,982.2 | +0.90% | 7.060 | +0.06% | 0.260 | +15.22% | +6.40% | 13,619.7 | ||
IJR | iShares Core S&P Small-Cap ETF | 223,686 | 24,446.7 | +1.67% | 5.080 | +0.08% | 0.030 | +17.16% | -1.41% | 82,221.5 | ||
QQQ | INVESCO QQQ Trust | 42,303 | 23,336.0 | +1.49% | 4.850 | +0.07% | 0.010 | +26.41% | +10.07% | 357,853.0 | ||
SPSB |
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
| 700,164 | 21,138.0 | -4.29% | 4.390 | -0.21% | 0.260 | +1.70% | +3.29% | 8,180.3 | ||
VFH | Vanguard Financials ETF | 147,534 | 18,781.1 | +0.90% | 3.900 | +0.03% | 0.160 | +14.53% | +9.91% | 12,015.8 | ||
SCHZ | Schwab US Aggregate Bond ETF | 623,079 | 14,480.4 | +1.71% | 3.010 | +0.05% | 0.170 | +2.23% | +3.88% | 8,634.8 | ||
VHT | Vanguard Health Care ETF | 49,518 | 12,297.3 | +1.98% | 2.560 | +0.05% | 0.080 | +0.81% | -2.17% | 15,230.0 |
Cedar Mountain Advisors, LLC's Historical Top Holdings Breakdowns
Cedar Mountain Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPSB |
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
| 2025-06-30 | Reduce Reduce | -0.21% | 29.82 ($30) 30.19 | $30.13 | 0.43% | Reduce -4.29% | 700,164 | -31,389 | |
IWD | iShares Russell 1000 Value ETF | 2025-06-30 | Add Add | +0.09% | 166.82 ($185.25) 194.23 | $197.50 | 6.61% | Add 0.52% | 417,125 | 2,146 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Add Add | +0.08% | 90.56 ($103.39) 109.49 | $112.83 | 9.13% | Add 1.67% | 223,686 | 3,675 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | Add Add | +0.07% | 416.06 ($496.89) 551.64 | $561.25 | 12.95% | Add 1.49% | 42,303 | 623 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-06-30 | Reduce Reduce | -0.06% | 96.82 ($98) 99.46 | $98.57 | 0.58% | Reduce -3.61% | 72,969 | -2,733 | |
IWS | iShares Russell Mid-Cap Value ETF | 2025-06-30 | Add Add | +0.06% | 110.58 ($125.43) 132.14 | $136.61 | 8.91% | Add 0.9% | 257,168 | 2,297 | |
VYMI |
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
| 2025-06-30 | Add Add | +0.06% | 65.84 ($76.49) 80.81 | $81.16 | 6.11% | Add 2.77% | 125,710 | 3,387 | |
SPHQ | Invesco S&P 500 Quality ETF | 2025-06-30 | Add Add | +0.05% | 59.24 ($67.61) 71.39 | $71.70 | 6.05% | Add 1.86% | 170,539 | 3,121 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-06-30 | New Buy New Buy | +0.05% | 171.4 ($204.58) 227.1 | $231.05 | 12.94% | New holding | 965 | 965 | |
ILTB | iShares Core 10+ Year USD Bond ETF | 2025-06-30 | Add Add | +0.05% | 47.05 ($48.46) 50.22 | $48.82 | 0.74% | Add 2.04% | 228,570 | 4,564 |
Cedar Mountain Advisors, LLC Total Holding History ($B)
Cedar Mountain Advisors, LLC's Asset Allocation
Cedar Mountain Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Cedar Mountain Advisors, LLC's Hypothetical Growth since 2025-06-30
Cedar Mountain Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cedar Mountain Advisors, LLC's Holdings Heat Map
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Cedar Mountain Advisors, LLC's Holdings Bubble Chart
Cedar Mountain Advisors, LLC News
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