Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- Latest filing
- Jul 2, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Oct 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 313
- +27 vs. Q2 2021
- Portfolio value
- $300.5M
- −$2.06M (−0.7%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KOCoca Cola Co | Stock | 130 | $7.00K | <0.1% | +130 | New | History |
| SLViShares Silver Trust | ETF | 330 | $7.00K | <0.1% | +330 | New | History |
| NEENextera Energy Inc | Stock | 94 | $7.00K | <0.1% | +87+1,242.9% | Added | History |
| DUKDuke Energy CORP | Stock | 67 | $7.00K | <0.1% | +67 | New | History |
| COPConocoPhillips | Stock | 105 | $7.00K | <0.1% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 46 | $7.00K | <0.1% | −60−56.6% | Reduced | History |
| DLRDigital Realty Trust, Inc. | COM | 45 | $7.00K | <0.1% | +45 | New | History |
| EBAYeBay Inc | COM | 94 | $7.00K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 91 | $7.00K | <0.1% | +1+1.1% | Added | – |
| CLOVClover Health Investments, Corp. | COM CL A | 1,000 | $7.00K | <0.1% | 00.0% | Unchanged | History |
| BCEBce Inc | COM NEW | 137 | $7.00K | <0.1% | +137 | New | History |
| QSRRestaurant Brands International Inc. | COM | 110 | $7.00K | <0.1% | +110 | New | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 53 | $8.00K | <0.1% | 00.0% | Unchanged | – |
| MDTMedtronic plc | Stock | 63 | $8.00K | <0.1% | +63 | New | History |
| iShares Tips Bond ETF464287176 | ETF | 61 | $8.00K | <0.1% | +1+1.7% | Added | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 172 | $8.00K | <0.1% | 00.0% | Unchanged | – |
| PCGPG&E Corp | Stock | 802 | $8.00K | <0.1% | −51−6.0% | Reduced | History |
| CVSCVS Health Corp | Stock | 91 | $8.00K | <0.1% | +91 | New | History |
| NIONIO Inc. | ADR | 212 | $8.00K | <0.1% | 00.0% | Unchanged | History |
| TERTeradyne, Inc | Stock | 71 | $8.00K | <0.1% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 41 | $8.00K | <0.1% | +41 | New | History |
| First Tr Exchange-Traded FD33734X119 | CONSUMR STAPLE | 134 | $8.00K | <0.1% | +134 | New | – |
| GLWCorning Inc | COM | 230 | $8.00K | <0.1% | 00.0% | Unchanged | History |
| KEYKeycorp | COM | 377 | $8.00K | <0.1% | +377 | New | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 55 | $8.00K | <0.1% | 00.0% | Unchanged | History |
| NTRNutrien Ltd. | COM | 120 | $8.00K | <0.1% | 00.0% | Unchanged | History |
| LASRNlight, Inc. | COM | 282 | $8.00K | <0.1% | 00.0% | Unchanged | History |
| WOOFPetco Health & Wellness Company, Inc. | CL A COM | 395 | $8.00K | <0.1% | 00.0% | Unchanged | History |
| ARGOArgo Group International Holdings, Inc. | COM | 146 | $8.00K | <0.1% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 51 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 573 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| FCXFreeport-McMoran Inc | Stock | 276 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 142 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 44 | $9.00K | <0.1% | +44 | New | History |
| BMYBristol Myers Squibb Co | Stock | 158 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| ATIAti Inc | Stock | 535 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| GTMZoomInfo Technologies Inc. | Stock | 147 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 167 | $9.00K | <0.1% | +167 | New | – |
| PXDPioneer Natural Resources Co | COM | 57 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| LINLinde PLC | SHS | 32 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 132 | $10.0K | <0.1% | +1+0.8% | Added | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 98 | $10.0K | <0.1% | −42−30.0% | Reduced | – |
| METMetlife Inc | Stock | 169 | $10.0K | <0.1% | +169 | New | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 200 | $10.0K | <0.1% | +200 | New | – |
| TREXTrex Co Inc | COM | 96 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| TFCTruist Financial Corp | COM | 163 | $10.0K | <0.1% | +163 | New | History |
| EYPTEyePoint, Inc. | COM NEW | 1,000 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| FVRRFiverr International Ltd. | ORD SHS | 55 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| FST Tr New Opport MLP & Ene33739M100 | COM | 1,689 | $10.0K | <0.1% | 00.0% | Unchanged | – |
| NSTGNS Wind Down Co., Inc. | COM | 206 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| FDXFedEx Corp | Stock | 49 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| VTRSViatris Inc | Stock | 830 | $11.0K | <0.1% | −8−1.0% | Reduced | History |
| NWLNewell Brands Inc. | Stock | 475 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| EXCExelon Corp | Stock | 225 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| GILDGilead Sciences, Inc. | Stock | 151 | $11.0K | <0.1% | +151 | New | History |
| iShares Tr464288307 | MRGSTR MD CP GRW | 156 | $11.0K | <0.1% | 00.0% | Unchanged | – |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 1,000 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 768 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| JDJD.com, Inc. | SPON ADS CL A | 159 | $11.0K | <0.1% | +159 | New | History |
| GOODGladstone Commercial Corp | COM | 527 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| COUPCoupa Software Inc | COM | 50 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| GISGeneral Mills Inc | Stock | 204 | $12.0K | <0.1% | 00.0% | Unchanged | History |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 1,023 | $12.0K | <0.1% | 00.0% | Unchanged | History |
| SWKStanley Black & Decker, Inc. | COM | 70 | $12.0K | <0.1% | 00.0% | Unchanged | History |
| ONCYOncolytics Biotech Inc | COM NEW | 5,651 | $12.0K | <0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 22 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 237 | $13.0K | <0.1% | +109+85.2% | Added | History |
| TAT&T Inc. | Stock | 468 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 66 | $13.0K | <0.1% | +43+187.0% | Added | History |
| ALLAllstate Corp | Stock | 104 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 200 | $14.0K | <0.1% | +200 | New | History |
| OTISOtis Worldwide Corp | Stock | 171 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| PTONPeloton Interactive, Inc. | CL A COM | 165 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| FTNTFortinet, Inc. | Stock | 52 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 91 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| BTCYBiotricity Inc. | Com | 5,000 | $15.0K | <0.1% | +5,000 | New | History |
| BNYBank of New York Mellon Corp | Stock | 314 | $16.0K | <0.1% | −15−4.6% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 65 | $16.0K | <0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 302 | $16.0K | <0.1% | +302 | New | History |
| CWCurtiss Wright Corp | Stock | 128 | $16.0K | <0.1% | 00.0% | Unchanged | History |
| IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | COM | 2,740 | $16.0K | <0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 79 | $17.0K | <0.1% | +27+51.9% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 56 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| SIRISirius XM Holdings Inc. | COM | 2,745 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 343 | $18.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287127 | MORNINGSTR US EQ | 304 | $18.0K | <0.1% | 00.0% | Unchanged | – |
| PHKPIMCO High Income Fund | COM SHS | 2,854 | $18.0K | <0.1% | 00.0% | Unchanged | History |
| CCICrown Castle Inc. | REIT | 112 | $19.0K | <0.1% | +43+62.3% | Added | History |
| MORNMorningstar, Inc. | COM | 75 | $19.0K | <0.1% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 91 | $19.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 133 | $20.0K | <0.1% | +133 | New | – |
| ABTAbbott Laboratories | Stock | 169 | $20.0K | <0.1% | +1+0.6% | Added | History |
| FISVFiserv Inc | Stock | 184 | $20.0K | <0.1% | +50+37.3% | Added | History |
| GMGeneral Motors Co | COM | 385 | $20.0K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 205 | $21.0K | <0.1% | +1+0.5% | Added | – |
| IBMInternational Business Machines Corp | Stock | 150 | $21.0K | <0.1% | +50+50.0% | Added | History |
| GRMNGarmin Ltd | SHS | 133 | $21.0K | <0.1% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 69 | $22.0K | <0.1% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 78 | $22.0K | <0.1% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 100 | $23.0K | <0.1% | +100 | New | History |
Sold out since Q2 2021 (6)
Positions held at the end of Q2 2021 that are gone from this filing.
| Security | Class | Shares in Q2 2021 | Value in Q2 2021 | % of portfolio in Q2 2021 | History |
|---|---|---|---|---|---|
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 1,527 | $13.0K | <0.1% | History |
| CNDTCONDUENT Inc | COM | 370 | $3.00K | <0.1% | History |
| TMToyota Motor Corp | ADS | 12 | $2.00K | <0.1% | History |
| ZTSZoetis Inc. | Stock | 8 | $1.00K | <0.1% | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 20 | $1.00K | <0.1% | – |
| Churchill Capital Corp IV171439102 | CL A | 3 | $0 | 0.0% | – |