CM
| |
Cedar Mountain Advisors, LLC13F | |
| Cedar Mountain Advisors, LLC | |
| Last update 2025-04-14 | 352 Stocks (12 new) |
| Value $446.00 Mil | Turnover 1 % |
Cedar Mountain Advisors, LLC Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWD | iShares Russell 1000 Value ETF | 414,979 | 78,082.4 | +0.35% | 17.490 | +0.06% | 0.130 | +9.31% | +7.56% | 64,621.3 | ||
IWF | iShares Russell 1000 Growth ETF | 203,612 | 73,522.4 | -0.47% | 16.470 | -0.08% | 0.080 | +23.74% | +6.86% | 112,698.5 | ||
IWP | iShares Russell Mid-Cap Growth ETF | 283,228 | 33,276.5 | -0.28% | 7.450 | -0.02% | 0.200 | +23.79% | +10.65% | 22,300.7 | ||
IWS | iShares Russell Mid-Cap Value ETF | 254,871 | 32,106.1 | +0.87% | 7.190 | +0.06% | 0.240 | +11.95% | +5.11% | 14,453.5 | ||
IJR | iShares Core S&P Small-Cap ETF | 220,011 | 23,006.5 | +1.20% | 5.150 | +0.06% | 0.030 | +14.76% | -1.20% | 81,565.8 | ||
SPSB |
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
| 731,553 | 22,019.8 | -0.91% | 4.930 | -0.04% | 0.270 | +1.12% | +2.99% | 8,287.0 | ||
QQQ | INVESCO QQQ Trust | 41,680 | 19,544.5 | -0.28% | 4.380 | -0.01% | 0.010 | +23.56% | +9.08% | 357,232.3 | ||
VFH | Vanguard Financials ETF | 146,211 | 17,467.8 | -0.25% | 3.910 | -0.01% | 0.120 | +14.25% | +10.63% | 11,721.9 | ||
SCHZ | Schwab US Aggregate Bond ETF | 612,616 | 14,188.2 | +8.45% | 3.180 | +0.25% | 0.170 | +0.03% | +3.65% | 8,537.7 | ||
VHT | Vanguard Health Care ETF | 48,558 | 12,854.6 | +2.14% | 2.880 | +0.06% | 0.070 | -3.14% | -0.74% | 15,946.6 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
ILTB | iShares Core 10+ Year USD Bond ETF | 2025-03-31 | Add Add | +0.30% | 47.59 ($49.34) 50.79 | $49.06 | -0.57% | Add 13.44% | 224,006 | 26,542 | |
SCHZ | Schwab US Aggregate Bond ETF | 2025-03-31 | Add Add | +0.25% | 22.46 ($22.91) 23.26 | $23.05 | 0.61% | Add 8.45% | 612,616 | 47,737 | |
LVHI |
Franklin International Low Volatility High Dividend Index ETF
Franklin International Low Volatility High Dividend Index ETF
| 2025-03-31 | Add Add | +0.09% | 30.53 ($31.7) 32.85 | $33.00 | 4.10% | Add 3.92% | 340,458 | 12,836 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Reduce Reduce | -0.08% | 360.07 ($394.62) 417.26 | $428.27 | 8.53% | Reduce -0.47% | 203,612 | -955 | |
IWS | iShares Russell Mid-Cap Value ETF | 2025-03-31 | Add Add | +0.06% | 122.59 ($130.21) 135.24 | $134.95 | 3.64% | Add 0.87% | 254,871 | 2,204 | |
IWD | iShares Russell 1000 Value ETF | 2025-03-31 | Add Add | +0.06% | 182.82 ($190.45) 196.21 | $197.41 | 3.65% | Add 0.35% | 414,979 | 1,428 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add Add | +0.06% | 102.49 ($112.84) 119.96 | $113.08 | 0.21% | Add 1.2% | 220,011 | 2,600 | |
VHT | Vanguard Health Care ETF | 2025-03-31 | Add Add | +0.06% | 254.06 ($266.4) 273.83 | $249.97 | -6.17% | Add 2.14% | 48,558 | 1,017 | |
PULS | PGIM Ultra Short Bond ETF | 2025-03-31 | Add Add | +0.05% | 49.56 ($49.66) 49.78 | $49.60 | -0.12% | Add 2.67% | 157,479 | 4,100 | |
SPHQ | Invesco S&P 500 Quality ETF | 2025-03-31 | Add Add | +0.04% | 65.27 ($68.5) 71.22 | $72.11 | 5.27% | Add 1.73% | 167,418 | 2,842 |
Cedar Mountain Advisors, LLC Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
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Cedar Mountain Advisors, LLC's Hypothetical Growth since 2025-03-31
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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