Free Trial

Cedar Mountain Advisors, LLC Top Holdings and 13F Report (2024)

About Cedar Mountain Advisors, LLC

Investment Activity

  • Cedar Mountain Advisors, LLC has $443.63 million in total holdings as of September 30, 2024.
  • Cedar Mountain Advisors, LLC owns shares of 342 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 12.57% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Cedar Mountain Advisors, LLC has purchased 337 new stocks and bought additional shares in 66 stocks.
  • Cedar Mountain Advisors, LLC sold shares of 51 stocks and completely divested from 37 stocks this quarter.

Largest New Holdings this Quarter

Largest Purchases this Quarter

Schwab U.S. Aggregate Bond ETF
295,637 shares (about $14.05M)
iShares Core 10+ Year USD Bond ETF
214,013 shares (about $11.40M)
Vanguard Health Care ETF
37,068 shares (about $10.46M)
iShares Core U.S. Aggregate Bond ETF
74,321 shares (about $7.53M)
Vanguard Total Stock Market ETF
8,666 shares (about $2.45M)

Largest Sales this Quarter

SPDR Portfolio Europe ETF
213,529 shares (about $9.48M)
PGIM Ultra Short Bond ETF
167,409 shares (about $8.33M)
iShares Russell 1000 Growth ETF
21,460 shares (about $8.06M)
Invesco QQQ
3,140 shares (about $1.53M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCedar Mountain Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$77,988,755$283,371 0.4%410,90017.6%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$77,109,032$8,055,652 -9.5%205,41617.4%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$32,976,139$87,285 0.3%249,3477.4%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$32,438,481$439,486 1.4%276,5667.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$25,351,221$822,814 3.4%216,7515.7%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$22,424,260$2,015,105 9.9%740,5635.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$20,435,934$1,532,536 -7.0%41,8714.6%Finance
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$16,118,739$325,993 2.1%146,6543.6%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$14,089,062$14,048,670 34,780.8%296,4873.2%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$14,027,653$10,460,631 293.3%49,7083.2%ETF
iShares Core 10+ Year USD Bond ETF stock logo
ILTB
iShares Core 10+ Year USD Bond ETF
$11,400,466$11,400,466 New Holding214,0132.6%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$11,368,616$395,682 -3.4%169,0002.6%ETF
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$10,202,339$449,323 4.6%328,2612.3%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$7,933,843$65,638 0.8%108,0611.8%ETF
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF
$7,686,948$11,145,785 -59.2%249,1721.7%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$7,631,114$8,333,608 -52.2%153,2971.7%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$7,526,508$7,526,508 New Holding74,3211.7%Finance
iShares Core Dividend ETF stock logo
DIVB
iShares Core Dividend ETF
$4,609,769$7,994 -0.2%95,1451.0%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$3,660,696$3,598 0.1%13,2280.8%Business Services
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$2,986,588$177,537 6.3%35,9830.7%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$2,632,590$350,650 -11.8%53,7480.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,453,865$2,453,865 New Holding8,6660.6%ETF
CSX Co. stock logo
CSX
CSX
$2,186,400$35 0.0%63,3190.5%Transportation
Apple Inc. stock logo
AAPL
Apple
$2,160,314$65,005 -2.9%9,2720.5%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$2,063,708$1,721 0.1%4,7960.5%Computer and Technology
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$2,059,455$34,940 -1.7%20,4530.5%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,503,808$624,251 71.0%3,9170.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,111,298$118,618 11.9%5,0310.3%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,018,152$884,773 663.4%5,8320.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$893,365$19,331 2.2%1,9410.2%Finance
NIKE, Inc. stock logo
NKE
NIKE
$841,949$400,553 90.7%9,5240.2%Consumer Discretionary
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$808,786$808,786 New Holding10,7680.2%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$793,178$793,178 New Holding15,5160.2%ETF
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$788,555$430 0.1%3,6670.2%Business Services
Target Co. stock logo
TGT
Target
$719,761$2,494 -0.3%4,6180.2%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$717,128$1,308 -0.2%2,7410.2%Auto/Tires/Trucks
STNC
Hennessy Stance ESG Large Cap ETF
$576,3690.0%18,4040.1%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$533,846$25,988 5.1%4,3960.1%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$510,3850.0%1,6760.1%Retail/Wholesale
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$504,991$28,940 -5.4%7,8000.1%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$408,533$408,533 New Holding8,2850.1%Manufacturing
BINC
iShares Flexible Income Active ETF
$379,369$379,369 New Holding7,0870.1%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$372,7820.0%1,8450.1%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$363,5830.0%5850.1%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$357,828$50,074 -12.3%3,6730.1%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$338,319$338,319 New Holding1,8590.1%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$313,906$28,661 10.0%3,2200.1%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$302,600$12,670 -4.0%1,6240.1%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$293,880$7,296 -2.4%7250.1%Retail/Wholesale
The Southern Company stock logo
SO
Southern
$289,511$2,255 0.8%3,2100.1%Utilities
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$288,8950.0%3260.1%Retail/Wholesale
Albertsons Companies, Inc. stock logo
ACI
Albertsons Companies
$269,0500.0%14,5590.1%Consumer Staples
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$246,981$68,351 -21.7%4300.1%Finance
Union Pacific Co. stock logo
UNP
Union Pacific
$241,3180.0%9790.1%Transportation
The Boeing Company stock logo
BA
Boeing
$230,821$4,714 -2.0%1,5180.1%Aerospace
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$230,3840.0%2,2000.1%Consumer Staples
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$200,9120.0%1,1600.0%Consumer Staples
Spire Inc. stock logo
SR
Spire
$191,9110.0%2,8520.0%Utilities
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$160,562$1,055 0.7%1,3700.0%Oils/Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$141,594$11,465 -7.5%2470.0%Computer and Technology
ILCG
iShares Morningstar Growth ETF
$139,422$588 -0.4%1,6590.0%ETF
Walmart Inc. stock logo
WMT
Walmart
$135,989$8,641 -6.0%1,6840.0%Retail/Wholesale
PIMCO ETF TR
$118,088$29,711 -20.1%1,2480.0%ACTIVE BD ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$116,9530.0%3720.0%ETF
Weyerhaeuser stock logo
WY
Weyerhaeuser
$95,205$542 0.6%2,8120.0%Construction
International Business Machines Co. stock logo
IBM
International Business Machines
$94,161$884 0.9%4260.0%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$92,298$626 0.7%8850.0%Finance
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$88,4700.0%1,5180.0%Manufacturing
Western Midstream Partners, LP stock logo
WES
Western Midstream Partners
$82,576$11,441 16.1%2,1580.0%Oils/Energy
Wolverine World Wide, Inc. stock logo
WWW
Wolverine World Wide
$70,046$70,046 New Holding4,0210.0%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$69,718$1,505 -2.1%4170.0%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$69,2720.0%2850.0%Finance
Chevron Co. stock logo
CVX
Chevron
$66,361$589 0.9%4510.0%Oils/Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$64,027$829 -1.3%3860.0%Computer and Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$58,2200.0%3780.0%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$57,0520.0%4770.0%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$55,9600.0%6730.0%Manufacturing
3M stock logo
MMM
3M
$55,2270.0%4040.0%Multi-Sector Conglomerates
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$55,0530.0%890.0%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$52,915$3,584 -6.3%2510.0%Finance
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$52,365$16,198 44.8%3750.0%ETF
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$49,7000.0%2000.0%Transportation
ISHARES BITCOIN TRUST ETF
$49,2090.0%1,3620.0%SHS BEN INT
Ameren Co. stock logo
AEE
Ameren
$48,628$48,628 New Holding5560.0%Utilities
Northwest Natural Holding stock logo
NWN
Northwest Natural
$47,314$204 0.4%1,1590.0%Utilities
AbbVie Inc. stock logo
ABBV
AbbVie
$47,150$395 0.8%2390.0%Medical
iShares Morningstar Small-Cap Value ETF stock logo
ISCV
iShares Morningstar Small-Cap Value ETF
$46,1500.0%7270.0%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$45,059$3,511 -7.2%770.0%Medical
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$44,8630.0%5090.0%ETF
Paychex, Inc. stock logo
PAYX
Paychex
$43,223$268 0.6%3220.0%Business Services
PepsiCo, Inc. stock logo
PEP
PepsiCo
$42,3420.0%2490.0%Consumer Staples
RTX Co. stock logo
RTX
RTX
$42,317$1,940 -4.4%3490.0%Aerospace
Caterpillar Inc. stock logo
CAT
Caterpillar
$42,313$784 -1.8%1080.0%Industrial Products
Curtiss-Wright Co. stock logo
CW
Curtiss-Wright
$42,0720.0%1280.0%Aerospace
Visa Inc. stock logo
V
Visa
$42,067$1,100 -2.5%1530.0%Business Services
First Trust NYSE Arca Biotechnology Index Fund stock logo
FBT
First Trust NYSE Arca Biotechnology Index Fund
$41,6070.0%2420.0%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$40,791$14,188 53.3%460.0%Medical
Waste Connections, Inc. stock logo
WCN
Waste Connections
$40,7710.0%2280.0%Business Services
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$39,2160.0%1980.0%ETF
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$37,3710.0%1550.0%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data