Cedar Mountain Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Cedar Mountain Advisors, LLC reported 343 stock positions worth $446.4 million. Its top holding was iShares Russell 1000 Value E (IWD) at 17.5% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 16.5%) and iShares Russell Mid-Cap Grow (IWP, 7.5%). Compared with Q4 2024, it opened 13 new positions, sold out of 37, added to 89 and reduced 65. The biggest buy was iShares Russell 1000 Value E (IWD, shares +0%) and the biggest sale iShares Russell 1000 Growth (IWF, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0001798986
- Portfolio Value
- $446.4M (Q1 2025)
- SEC Filing
- 0001798986-25-000002 ↗ filed Apr 14, 2025
Holdings Value
Holdings 343 stocks · $446.4M
| IWD iShares Russell 1000 Value E | 17.49% | 414,979 | $78.1M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 16.47% | 203,612 | $73.5M | Reduce -0.5% |
| IWP iShares Russell Mid-Cap Grow | 7.45% | 283,228 | $33.3M | Reduce -0.3% |
| IWS iShares Russell Mid-Cap Valu | 7.19% | 254,871 | $32.1M | Add +0.9% |
| IJR iShares Core S&P Small-Cap E | 5.15% | 220,011 | $23.0M | Add +1.2% |
| SPSB SS SPDR P St C Corp. ETF | 4.93% | 731,553 | $22.0M | Reduce -0.9% |
| QQQ Invesco QQQ Trust Series 1 | 4.38% | 41,680 | $19.5M | Reduce -0.3% |
| VFH Vanguard Financials ETF | 3.91% | 146,211 | $17.5M | Reduce -0.3% |
| SCHZ Schwab US Aggregate Bond ETF | 3.18% | 612,616 | $14.2M | Add +8.4% |
| VHT Vanguard Health Care ETF | 2.88% | 48,558 | $12.9M | Add +2.1% |
| ILTB iShares Core 10+ Year Usd Bo | 2.51% | 224,006 | $11.2M | Add +13.4% |
| SPHQ Invesco S&P 500 Quality ETF | 2.49% | 167,418 | $11.1M | Add +1.7% |
| LVHI Franklin International Low V | 2.47% | 340,458 | $11.0M | Add +3.9% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.02% | 122,323 | $9.0M | Add +1.9% |
| FLRN SS SPDR BB Ig Float RT ETF | 1.76% | 255,198 | $7.9M | Add +2.4% |
| PULS Pgim Ultra Short Bond ETF | 1.75% | 157,479 | $7.8M | Add +2.7% |
| AGG iShares Core U.S. Aggregate | 1.68% | 75,702 | $7.5M | Add +1.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.17% | 100,043 | $5.2M | Add +1.2% |
| VWO Vanguard Ftse Emerging Marke | 1.10% | 108,299 | $4.9M | Add +1.4% |
| DIVB iShares Core Dividend ETF | 1.04% | 95,564 | $4.6M | Add +1.0% |
| ADP Automatic Data Processing | 0.89% | 12,984 | $4.0M | Reduce -1.9% |
| XLP SS Consumer Staples Sel Sect | 0.69% | 37,835 | $3.1M | Add +5.2% |
| JBND JPMorgan Active Bond ETF | 0.66% | 54,646 | $2.9M | Add +6.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.54% | 8,767 | $2.4M | Add +1.2% |
| AAPL Apple Inc. | 0.44% | 8,757 | $1.9M | Reduce -2.6% |
| CSX CSX Corp. | 0.42% | 63,320 | $1.9M | Add +0.0% |
| MSFT Microsoft Corp. | 0.38% | 4,563 | $1.7M | Reduce -1.6% |
| MINT PIMCO Enhanced Short Maturit | 0.38% | 16,686 | $1.7M | Add +2.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.29% | 3,543 | $1.3M | Reduce -9.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 1,903 | $1.0M | Reduce -2.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.22% | 5,606 | $968K | Reduce -3.9% |
| BR Broadridge Financial Solutio | 0.20% | 3,696 | $896K | Add +0.4% |
| IWM iShares Russell 2000 ETF | 0.19% | 4,344 | $867K | Reduce -10.2% |
| BND Vanguard Total Bond Market | 0.18% | 10,768 | $791K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 15,516 | $770K | No change |
| TSLA Tesla Inc. | 0.15% | 2,635 | $683K | Reduce -1.2% |
| NKE Nike Inc. Class B | 0.11% | 8,067 | $512K | Add +0.5% |
| TGT Target Corp. | 0.11% | 4,618 | $482K | No change |
| MCD McDonald's Corp. | 0.10% | 1,487 | $464K | Reduce -13.8% |
| STNC Hennessy Sustainable ETF | 0.10% | 15,204 | $453K | Reduce -17.4% |
| VTIP Vanguard Short-Term Tips | 0.09% | 8,285 | $413K | No change |
| NVDA Nvidia Corp. | 0.08% | 3,410 | $370K | Add +0.5% |
| INTU Intuit Inc. | 0.08% | 580 | $356K | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.08% | 361 | $341K | Reduce -0.8% |
| VXF Vanguard Extended Market ETF | 0.07% | 1,859 | $320K | No change |
| ACI Albertsons Cos Inc. Class A | 0.07% | 14,559 | $320K | No change |
| SBUX Starbucks Corp. | 0.07% | 3,182 | $312K | Add +3.6% |
| BA The Boeing Co. | 0.07% | 1,818 | $310K | No change |
| SO The Southern Co. | 0.07% | 3,314 | $305K | Add +0.8% |
| AMAT Applied Materials Inc. | 0.06% | 1,903 | $276K | Add +1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 464 | $260K | Add +7.4% |
| CHD Church & Dwight Co. Inc. | 0.05% | 2,200 | $242K | No change |
| UNP Union Pacific Corp. | 0.05% | 961 | $227K | Reduce -0.5% |
| SR Spire Inc. | 0.05% | 2,852 | $223K | No change |
| HD Home Depot Inc. | 0.05% | 607 | $223K | Reduce -10.2% |
| PG The Procter & Gamble Co. | 0.05% | 1,204 | $205K | Add +0.6% |
| HELO JPMorgan Hedged Equity ETF | 0.04% | 2,955 | $176K | Reduce -21.1% |
| AMZN Amazon.com Inc. | 0.04% | 854 | $162K | Reduce -1.2% |
| XOM Exxon Mobil Corp. | 0.04% | 1,366 | $162K | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 0.03% | 266 | $149K | Reduce -36.4% |
| WMT Walmart Inc. | 0.03% | 1,625 | $143K | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 0.03% | 246 | $142K | Add +4.2% |
| VXUS Vanguard Total Intl Stock | 0.03% | 2,234 | $139K | Add +0.3% |
| JEPI JPMorgan Equity Premium Inco | 0.03% | 2,251 | $129K | New |
| VNQ Vanguard Real Estate ETF | 0.03% | 1,392 | $126K | Reduce -0.6% |
| IWB iShares Russell 1000 ETF | 0.03% | 368 | $113K | Reduce -1.1% |
| IBIT iShares Bitcoin Trust ETF | 0.02% | 2,347 | $110K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 432 | $107K | Add +0.7% |
| ILCG iShares Morningstar Growth E | 0.02% | 1,320 | $107K | Reduce -20.4% |
| MS Morgan Stanley | 0.02% | 849 | $99K | Reduce -0.9% |
| WM Waste Management Inc. | 0.02% | 392 | $91K | Add +0.5% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.02% | 1,723 | $89K | New |
| GOOGL Alphabet Inc. Class A | 0.02% | 556 | $86K | Add +57.5% |
| FV First Trust DW Focus 5 Fund | 0.02% | 1,521 | $83K | Add +0.1% |
| WY Weyerhaeuser Co. | 0.02% | 2,847 | $83K | Add +0.6% |
| GLD SPDR Gold Shares | 0.02% | 285 | $82K | No change |
| WES Western Midstream Partners L | 0.02% | 1,990 | $82K | Add +2.2% |
| IWY iShares Russell Top 200 Grow | 0.02% | 371 | $78K | Add +381.8% |
| BIV Vanguard Intermediate-Term B | 0.02% | 960 | $73K | Add +0.3% |
| T AT&T Inc. | 0.02% | 2,510 | $71K | Add +0.2% |
| INTC Intel Corp. | 0.01% | 2,881 | $65K | New |
| GE General Electric filed as GE AEROSPACE | 0.01% | 313 | $63K | No change |
| MMM 3M Co. | 0.01% | 404 | $59K | No change |
| V Visa Inc. Class A | 0.01% | 167 | $59K | Add +28.5% |
| NWN Northwest Natural Holding Co. | 0.01% | 1,347 | $58K | Add +1.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.01% | 477 | $56K | No change |
| AEE Ameren Corporation | 0.01% | 556 | $56K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.01% | 673 | $56K | No change |
| XLV SS Health Care Select Sector | 0.01% | 378 | $55K | Reduce -10.8% |
| JPM JPMorgan Chase & Co. | 0.01% | 218 | $53K | Add +0.5% |
| BOND PIMCO Active Bond Exchange-T | 0.01% | 568 | $53K | Add +1.3% |
| GOOG Alphabet Inc. Class C | 0.01% | 331 | $52K | Reduce -6.5% |
| ABBV Abbvie Inc. | 0.01% | 243 | $51K | Add +0.8% |
| PAYX Paychex Inc. | 0.01% | 326 | $50K | Add +0.6% |
| BLK BlackRock Inc. | 0.01% | 50 | $48K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 377 | $47K | Add +0.3% |
| RTX RTX Corp. | 0.01% | 350 | $46K | No change |
| BROS Dutch Bros Inc. Class A | 0.01% | 741 | $46K | No change |
| WCN Waste Connections Inc. | 0.01% | 228 | $45K | No change |
| VZ Verizon Communications Inc. | 0.01% | 967 | $44K | No change |
Lines left out (3) · $4 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| HDV iShares Core High Dividend E | CORE HIGH DV ETF | 0 | $2 |
| IGIB iShares 5-10Y Inv Grade Corp. | ISHS 5-10YR INVT | 0 | $1 |
| XNTK SS SPDR Nyse Tech ETF | ST STR NYSE TECH | 0 | $1 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $446.4M.
Portfolio Sells Q4 2024 → Q1 2025
| IWF iShares Russell 1000 Growth | Reduce -0.5% | 16.47% | −1.58 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.3% | 7.45% | −0.46 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.3% | 4.38% | −0.32 |
| TSLA Tesla Inc. | Reduce -1.2% | 0.15% | −0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -9.6% | 0.29% | −0.06 |
| AAPL Apple Inc. | Reduce -2.6% | 0.44% | −0.06 |
| MSFT Microsoft Corp. | Reduce -1.6% | 0.38% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -10.2% | 0.19% | −0.04 |
| STNC Hennessy Sustainable ETF | Reduce -17.4% | 0.10% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -36.4% | 0.03% | −0.02 |
| HELO JPMorgan Hedged Equity ETF | Reduce -21.1% | 0.04% | −0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −0.01 |
| ILCG iShares Morningstar Growth E | Reduce -20.4% | 0.02% | −0.01 |
| HD Home Depot Inc. | Reduce -10.2% | 0.05% | −0.01 |
| MCD McDonald's Corp. | Reduce -13.8% | 0.10% | −0.01 |
| XLK SS Technology Select Sector | Reduce -66.9% | 0.00% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 0.04% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.01 |
| ACWV iShares MSCI Global Min Vol | Sold out | 0.00% | −0.00 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.00 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.00 |
| XLG Invesco S&P 500 Top 50 ETF | Sold out | 0.00% | −0.00 |
| BDX Becton Dickinson and Co. | Reduce -48.4% | 0.00% | −0.00 |
| F Ford Motor Co. | Sold out | 0.00% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -6.5% | 0.01% | −0.00 |
| DIS The Walt Disney Co. | Reduce -26.3% | 0.01% | −0.00 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -43.8% | 0.00% | −0.00 |
| XLY SS Consumer Disc Select Sect | Reduce -61.4% | 0.00% | −0.00 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.00 |
| NSC Norfolk Southern Corp. | Reduce -25.0% | 0.01% | −0.00 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.00 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −0.00 |
| TFLO iShares Treasury Floating Ra | Reduce -38.6% | 0.00% | −0.00 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.00 |
| SCHR Schwab Intermediate-Term US | Sold out | 0.00% | −0.00 |
| TREX Trex Company Inc. | Sold out | 0.00% | −0.00 |
| USIG iShares Broad Usd Investment | Sold out | 0.00% | −0.00 |
| EFV iShares MSCI Eafe Value ETF | Reduce -33.0% | 0.01% | −0.00 |
| RIOT Riot Platforms Inc. | Reduce -30.0% | 0.00% | −0.00 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -71.6% | 0.00% | −0.00 |
| MS Morgan Stanley | Reduce -0.9% | 0.02% | −0.00 |
| CRM Salesforce Inc. | Reduce -2.9% | 0.01% | −0.00 |
| COF Capital One Financial Corp. | Reduce -19.3% | 0.01% | −0.00 |
| AVGO Broadcom Inc. | Reduce -6.6% | 0.00% | −0.00 |
| EWT iShares MSCI Taiwan ETF | Sold out | 0.00% | −0.00 |
| RIVN Rivian Automotive Inc. Class A | Reduce -80.3% | 0.00% | −0.00 |
| IWB iShares Russell 1000 ETF | Reduce -1.1% | 0.03% | −0.00 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −0.00 |
| RKLB Rocket Lab USA Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| IWD iShares Russell 1000 Value E | Add +0.3% | 17.49% | +0.67 |
| ILTB iShares Core 10+ Year Usd Bo | Add +13.4% | 2.51% | +0.40 |
| SCHZ Schwab US Aggregate Bond ETF | Add +8.4% | 3.18% | +0.36 |
| LVHI Franklin International Low V | Add +3.9% | 2.47% | +0.27 |
| VHT Vanguard Health Care ETF | Add +2.1% | 2.88% | +0.23 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +1.9% | 2.02% | +0.23 |
| AGG iShares Core U.S. Aggregate | Add +1.9% | 1.68% | +0.10 |
| PULS Pgim Ultra Short Bond ETF | Add +2.7% | 1.75% | +0.08 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +2.4% | 1.76% | +0.08 |
| XLP SS Consumer Staples Sel Sect | Add +5.2% | 0.69% | +0.07 |
| JBND JPMorgan Active Bond ETF | Add +6.8% | 0.66% | +0.07 |
| VWO Vanguard Ftse Emerging Marke | Add +1.4% | 1.10% | +0.06 |
| SPHQ Invesco S&P 500 Quality ETF | Add +1.7% | 2.49% | +0.06 |
| DIVB iShares Core Dividend ETF | Add +1.0% | 1.04% | +0.05 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +1.2% | 1.17% | +0.04 |
| JEPI JPMorgan Equity Premium Inco | New | 0.03% | +0.03 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.02% | +0.02 |
| BR Broadridge Financial Solutio | Add +0.4% | 0.20% | +0.02 |
| MINT PIMCO Enhanced Short Maturit | Add +2.0% | 0.38% | +0.02 |
| INTC Intel Corp. | New | 0.01% | +0.01 |
| IWY iShares Russell Top 200 Grow | Add +381.8% | 0.02% | +0.01 |
| IWS iShares Russell Mid-Cap Valu | Add +0.9% | 7.19% | +0.01 |
| SO The Southern Co. | Add +0.8% | 0.07% | +0.01 |
| SBUX Starbucks Corp. | Add +3.6% | 0.07% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +57.5% | 0.02% | +0.00 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.04% | +0.00 |
| V Visa Inc. Class A | Add +28.5% | 0.01% | +0.00 |
| IWN iShares Russell 2000 Value E | Add +138.6% | 0.01% | +0.00 |
| IWO iShares Russell 2000 Growth | Add +137.5% | 0.01% | +0.00 |
| T AT&T Inc. | Add +0.2% | 0.02% | +0.00 |
| IBM Intl Business Machines Corp. | Add +0.7% | 0.02% | +0.00 |
| WM Waste Management Inc. | Add +0.5% | 0.02% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.4% | 0.06% | +0.00 |
| APH Amphenol Corp. Class A | New | 0.00% | +0.00 |
| SYK Stryker Corp. | New | 0.00% | +0.00 |
| BOTZ Global X Robotics & Artifici | New | 0.00% | +0.00 |
| HYFM Hydrofarm Holdings Group Inc. | Add +1000.0% | 0.00% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +0.3% | 0.03% | +0.00 |
| ONON On Holding AG Class A | New | 0.00% | +0.00 |
| ABBV Abbvie Inc. | Add +0.8% | 0.01% | +0.00 |
| TSN Tyson Foods Inc. Class A | Add +141.9% | 0.00% | +0.00 |
| ROBO Robo Global Robotics and Aut | Add +427.5% | 0.00% | +0.00 |
| PG The Procter & Gamble Co. | Add +0.6% | 0.05% | +0.00 |
| BAC Bank of America Corp. | Add +129.7% | 0.00% | +0.00 |
| WES Western Midstream Partners L | Add +2.2% | 0.02% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +14.3% | 0.01% | +0.00 |
| QSR Restaurant Brands Intern | New | 0.00% | +0.00 |
| META Meta Platforms Inc. Class A | Add +4.2% | 0.03% | +0.00 |
| JNJ Johnson & Johnson | Add +0.4% | 0.01% | +0.00 |
| NWN Northwest Natural Holding Co. | Add +1.1% | 0.01% | +0.00 |
Notes & Other Activity Q4 2024 → Q1 2025
| XLF SS Financial Select Sector | ST STR FINL ETF | Reduce -100.0% | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,175 | $580.7M | IWD, IWF, IWS, IWP, IJR |
| Q1 2026 | 1,152 | $511.4M | IWD, IWF, IWS, IWP, IJR |
| Q4 2025 | 757 | $518.4M | IWF, IWD, IWP, IWS, IJR |
| Q3 2025 | 693 | $513.6M | IWF, IWD, IWP, IWS, IJR |
| Q2 2025 | 357 | $481.2M | IWF, IWD, IWP, IWS, IJR |
| Q1 2025 | 343 | $446.4M | IWD, IWF, IWP, IWS, IJR |
| Q4 2024 | 368 | $455.1M | IWF, IWD, IWP, IWS, IJR |
| Q3 2024 | 332 | $443.6M | IWD, IWF, IWS, IWP, IJR |
| Q2 2024 | 337 | $405.0M | IWF, IWD, IWP, IWS, IJR |
| Q1 2024 | 345 | $397.7M | IWF, IWD, IWS, IWP, IJR |