StockDriftsStockDriftsTop 50 Cedar Mountain Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 16.51% | 395.2K | $84.4M | -1.83%(-7.38K) | $135.39(+73.34%) | 2026-03-31 | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 16.07% | 192.7K | $82.2M | -0.72%(-1.39K) | $172.17(-27.80%) | 2026-03-31 | |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 7.17% | 251.6K | $36.7M | -0.97%(-2.45K) | $94.04(+67.36%) | 2026-03-31 | |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 6.85% | 273.3K | $35.0M | -0.08%(-216) | $76.25(+78.87%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 5.42% | 223.2K | $27.7M | -1.00%(-2.25K) | $85.11(+58.95%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 4.51% | 40.0K | $23.1M | -1.37%(-556) | $209.54(+241.08%) | 2026-03-31 | |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 3.71% | 631.3K | $19.0M | -1.08%(-6.89K) | $30.82(-2.67%) | 2026-03-31 | |
| VFH | VANGUARD FINANCIALS ETF | 3.43% | 145.2K | $17.5M | -0.54%(-790) | $80.09(+56.07%) | 2026-03-31 | |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 2.91% | 640.4K | $14.9M | +2.04%(+12.80K) | $23.24(-0.70%) | 2026-03-31 | |
| VHT | VANGUARD HEALTH CARE ETF | 2.76% | 51.9K | $14.1M | -0.75%(-393) | $252.89(+8.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.82% | +39.81% |
| Top 20 Holdings Unweighted | +9.21% | +30.24% |
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