Latest Cedar Mountain Advisors, LLC Stock Portfolio

Cedar Mountain Advisors, LLC Performance:

2025 Q3: 4.37%YTD: 7.39%2024: 12.71%

Performance for 2025 Q3 is 4.37%, and YTD is 7.39%, and 2024 is 12.71%.

About Cedar Mountain Advisors, LLC and 13F Hedge Fund Stock Holdings

Cedar Mountain Advisors, LLC is a hedge fund based in LAKE OSWEGO, OR. On 10-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $726.9 Millions. In it's latest 13F Holdings report, Cedar Mountain Advisors, LLC reported an equity portfolio of $513.6 Millions as of 30 Sep, 2025.

The top stock holdings of Cedar Mountain Advisors, LLC are IJR, IJR, IJR. The fund has invested 17.8% of it's portfolio in ISHARES RUSSELL 1000 GROWTH ETF and 15.9% of portfolio in ISHARES RUSSELL 1000 VALUE ETF.

The fund managers got completely rid off HENNESSY FDS TR, HYDROFARM HLDGS GROUP INC (HYFM) and HUMANA INC (HUM) stocks. They significantly reduced their stock positions in ADOBE INC COM (ADBE), AMGEN INC COM (AMGN) and VANGUARD REAL ESTATE ETF (VB). Cedar Mountain Advisors, LLC opened new stock positions in ISHARES MSCI EAFE ETF (IJR), JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST (BBAX) and HENNESSY SUSTAINABLE ETF (EERN). The fund showed a lot of confidence in some stocks as they added substantially to MERCK & CO INC COM (MRK), COMCAST CORP NEW CL A (CMCSA) and JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (BBAX).

Cedar Mountain Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Cedar Mountain Advisors, LLC made a return of 4.37% in the last quarter. In trailing 12 months, it's portfolio return was 8.8%.

New Buys

Ticker	$ Bought
ishares msci eafe etf	5,878,580
jpmorgan international bond opportunities etf of benef interest	4,979,020
hennessy sustainable etf	496,719
bank new york mellon corp com	322,195
vanguard high dividend yield index etf	99,652
vanguard intermediate-term bond etf	76,458
consolidated edison inc com	58,905
vanguard s&p 500 etf	44,704

New stocks bought by Cedar Mountain Advisors, LLC

Additions

Ticker	% Inc.
merck & co inc com	2,691
comcast corp new cl a	824
jpmorgan international research enhanced equity etf	538
eli lilly & co com	520
citigroup inc com new	510
warner bros discovery inc com ser a	409
medtronic plc shs	234
ishares russell 2000 value etf	222

Additions to existing portfolio by Cedar Mountain Advisors, LLC

Reductions

Ticker	% Reduced
vanguard real estate etf	-74.00
caterpillar inc com	-70.00
micron technology inc com	-68.97
vanguard dividend appreciation etf	-67.16
first trust nyse arca biotechnology index fund	-63.11
analog devices inc com	-61.11
ionq inc com	-48.00
navitas semiconductor corp com	-42.86

Cedar Mountain Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Cedar Mountain Advisors, LLC

Sector Distribution

Cedar Mountain Advisors, LLC has about 94.7% of it's holdings in Others sector.

Sector	%
Others	94.7
Technology	1.7
Industrials	1.7

Market Cap. Distribution

Cedar Mountain Advisors, LLC has about 5.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	94.7
LARGE-CAP	3.1
MEGA-CAP	2

Stocks belong to which Index?

About 5% of the stocks held by Cedar Mountain Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	94.9
S&P 500	5

Top 5 Winners (%)		%
BE	bloom energy corp com cl a	253.6 %
UEC	uranium energy corp com	96.2 %
MP	mp materials corp com cl a	69.5 %
OCGN	ocugen inc com	68.0 %
FLNC	fluence energy inc com cl a	61.0 %

Top 5 Winners ($)		$
IJR	ishares russell 1000 growth etf	8.9 M
IJR	ishares russell 1000 value etf	4.0 M
IJR	ishares core s&p small cap etf	2.1 M
QQQ	invesco qqq trust series i	2.1 M
IJR	ishares russell mid-cap value etf	2.0 M

Top 5 Losers (%)		%
CMG	chipotle mexican grill inc com	-30.2 %
KD	kyndryl hldgs inc common stock	-28.4 %
MORN	morningstar inc com	-26.0 %
BROS	dutch bros inc cl a	-23.4 %
UPST	upstart hldgs inc com	-21.5 %

Top 5 Losers ($)		$
ADP	automatic data processing inc com	-0.2 M
XLB	consumer staples select sector spdr fund	-0.1 M
INTU	intuit com	-0.1 M
ACI	albertsons cos inc common stock	-0.1 M
TGT	target corp com	0.0 M

Cedar Mountain Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cedar Mountain Advisors, LLC

Cedar Mountain Advisors, LLC has 693 stocks in it's portfolio. About 71.3% of the portfolio is in top 10 stocks. ADP proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Cedar Mountain Advisors, LLC last quarter.

Last Reported on: 24 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAL	american airls group inc com	0.00	105	1,180	unchanged	0.00

AAP	advance auto parts inc com	0.00	20.00	1,228	new

AAPL	apple inc com	0.46	9,325	2,374,500	added	9.96

AAXJ	ishares 3-7 year treasury bond etf	0.01	477	57,006	reduced	-32.05

AAXJ	ishares u.s. aerospace & defense etf	0.01	269	56,395	unchanged	0.00

AAXJ	ishares morningstar small cap value etf	0.01	727	48,446	unchanged	0.00

AAXJ	ishares msci eafe growth etf	0.01	317	36,109	added	50.24

AAXJ	ishares msci eafe value etf	0.01	456	30,918	unchanged	0.00

AAXJ	ishares morningstar mid-cap growth etf	0.00	121	10,010	unchanged	0.00

AAXJ	ishares u.s. medical devices etf	0.00	151	9,063	unchanged	0.00

AAXJ	ishares national muni bond etf	0.00	42.00	4,473	new

AAXJ	ishares u.s. oil & gas exploration & production etf	0.00	41.00	3,826	unchanged	0.00

AAXJ	ishares u.s. oil equipment & services etf	0.00	164	3,165	added	0.61

AAXJ	ishares 10-20 year treasury bond etf	0.00	12.00	1,236	new

ABBV	abbvie inc com	0.01	317	73,448	added	29.39

ABT	abbott labs com	0.01	257	34,387	added	27.23

ACI	albertsons cos inc common stock	0.05	14,559	254,928	unchanged	0.00

ACMR	acm resh inc com cl a	0.00	220	8,609	unchanged	0.00

ACN	accenture plc ireland shs class a	0.00	77.00	18,988	added	30.51

ACSI	fundstrat granny shots us large cap etf	0.00	1,100	27,489	added	46.67