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Livermore
Livermore
ZHEN

Cedar Mountain Advisors, LLC

SEC CIK
0001798986
Latest filing
Jul 2, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Jan 24, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
326
+13 vs. Q3 2021
Portfolio value
$326.0M
+$25.4M (+8.5%) vs. Q3 2021
Filed
Jan 24, 2022
SEC
Holdings of Cedar Mountain Advisors, LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
PTONPeloton Interactive, Inc.CL A COM165$6.00K<0.1%00.0%UnchangedHistory
PPLIPeople IncCOM NEW45$6.00K<0.1%00.0%UnchangedHistory
EBAYeBay IncCOM94$6.00K<0.1%00.0%UnchangedHistory
TECKTeck Resources LtdCL B197$6.00K<0.1%+197NewHistory
BEBloom Energy CorpCOM CL A261$6.00K<0.1%00.0%UnchangedHistory
AMPYAmplify Energy Corp.COM2,000$6.00K<0.1%+2,000NewHistory
FVRRFiverr International Ltd.ORD SHS55$6.00K<0.1%00.0%UnchangedHistory
MDTMedtronic plcStock63$7.00K<0.1%00.0%UnchangedHistory
CBChubb LtdStock36$7.00K<0.1%00.0%UnchangedHistory
Amplify Blockchain Technology ETF032108607ETF172$7.00K<0.1%00.0%Unchanged–
NIONIO Inc.ADR212$7.00K<0.1%00.0%UnchangedHistory
DUKDuke Energy CORPStock67$7.00K<0.1%00.0%UnchangedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF34$7.00K<0.1%00.0%Unchanged–
DDominion Energy, IncStock83$7.00K<0.1%00.0%UnchangedHistory
ETF Ser Solutions26922A289DEFIANCE CONNECT175$7.00K<0.1%+175New–
AKRAcadia Realty TrustCOM SH BEN INT302$7.00K<0.1%+2+0.7%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD91$7.00K<0.1%00.0%Unchanged–
BFAMBright Horizons Family Solutions Inc.COM55$7.00K<0.1%00.0%UnchangedHistory
JDJD.com, Inc.SPON ADS CL A94$7.00K<0.1%−65−40.9%ReducedHistory
BCEBce IncCOM NEW137$7.00K<0.1%00.0%UnchangedHistory
LASRNlight, Inc.COM282$7.00K<0.1%00.0%UnchangedHistory
DGXQuest Diagnostics IncCOM42$7.00K<0.1%−2−4.5%ReducedHistory
QSRRestaurant Brands International Inc.COM110$7.00K<0.1%00.0%UnchangedHistory
KOCoca Cola CoStock130$8.00K<0.1%00.0%UnchangedHistory
iShares Tips Bond ETF464287176ETF62$8.00K<0.1%+1+1.6%Added–
TAKTakeda Pharmaceutical Co LtdADR573$8.00K<0.1%00.0%UnchangedHistory
COPConocoPhillipsStock105$8.00K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33734X119CONSUMR STAPLE134$8.00K<0.1%00.0%Unchanged–
DLRDigital Realty Trust, Inc.COM45$8.00K<0.1%00.0%UnchangedHistory
WOOFPetco Health & Wellness Company, Inc.CL A COM395$8.00K<0.1%00.0%UnchangedHistory
COUPCoupa Software IncCOM50$8.00K<0.1%00.0%UnchangedHistory
ONCYOncolytics Biotech IncCOM NEW5,651$8.00K<0.1%00.0%UnchangedHistory
ARGOArgo Group International Holdings, Inc.COM146$8.00K<0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF53$9.00K<0.1%00.0%Unchanged–
CVSCVS Health CorpStock91$9.00K<0.1%00.0%UnchangedHistory
NEENextera Energy IncStock95$9.00K<0.1%+1+1.1%AddedHistory
GDGeneral Dynamics CorpStock41$9.00K<0.1%00.0%UnchangedHistory
ORCLOracle CorpStock100$9.00K<0.1%+100NewHistory
PNCPNC Financial Services Group, Inc.Stock44$9.00K<0.1%00.0%UnchangedHistory
ATIAti IncStock535$9.00K<0.1%00.0%UnchangedHistory
GTMZoomInfo Technologies Inc.Stock147$9.00K<0.1%00.0%UnchangedHistory
GLWCorning IncCOM230$9.00K<0.1%00.0%UnchangedHistory
KEYKeycorpCOM377$9.00K<0.1%00.0%UnchangedHistory
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD167$9.00K<0.1%00.0%Unchanged–
FST Tr New Opport MLP & Ene33739M100COM1,689$9.00K<0.1%00.0%Unchanged–
NSTGNS Wind Down Co., Inc.COM206$9.00K<0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock133$10.0K<0.1%+1+0.8%AddedHistory
Schwab U.S. Small-Cap ETF808524607ETF97$10.0K<0.1%−1−1.0%Reduced–
PCGPG&E CorpStock802$10.0K<0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock158$10.0K<0.1%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF200$10.0K<0.1%00.0%Unchanged–
NWLNewell Brands Inc.Stock475$10.0K<0.1%00.0%UnchangedHistory
TFCTruist Financial CorpCOM163$10.0K<0.1%00.0%UnchangedHistory
PXDPioneer Natural Resources CoCOM57$10.0K<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock51$11.0K<0.1%00.0%UnchangedHistory
VTRSViatris IncStock830$11.0K<0.1%00.0%UnchangedHistory
METMetlife IncStock169$11.0K<0.1%00.0%UnchangedHistory
TJXTJX Companies IncStock142$11.0K<0.1%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock151$11.0K<0.1%00.0%UnchangedHistory
iShares Tr464288307MRGSTR MD CP GRW156$11.0K<0.1%00.0%Unchanged–
VanEck ETF Trust92189H607OIL SERVICES ETF61$11.0K<0.1%+61New–
LINLinde PLCSHS32$11.0K<0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock237$12.0K<0.1%00.0%UnchangedHistory
TERTeradyne, IncStock71$12.0K<0.1%00.0%UnchangedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF198$12.0K<0.1%+198New–
TAT&T Inc.Stock475$12.0K<0.1%+7+1.5%AddedHistory
Vanguard Short-Term Bond ETF921937827ETF154$12.0K<0.1%+154New–
ALLAllstate CorpStock104$12.0K<0.1%00.0%UnchangedHistory
UMCUnited Microelectronics CorpSPON ADR NEW1,000$12.0K<0.1%00.0%UnchangedHistory
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM768$12.0K<0.1%00.0%UnchangedHistory
EYPTEyePoint, Inc.COM NEW1,000$12.0K<0.1%00.0%UnchangedHistory
NFLXNetflix IncStock22$13.0K<0.1%00.0%UnchangedHistory
FDXFedEx CorpStock49$13.0K<0.1%00.0%UnchangedHistory
EXCExelon CorpStock225$13.0K<0.1%00.0%UnchangedHistory
HYTBlackRock Corporate High Yield Fund, Inc.COM1,023$13.0K<0.1%00.0%UnchangedHistory
TREXTrex Co IncCOM96$13.0K<0.1%00.0%UnchangedHistory
SWKStanley Black & Decker, Inc.COM70$13.0K<0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock204$14.0K<0.1%00.0%UnchangedHistory
GOODGladstone Commercial CorpCOM536$14.0K<0.1%+9+1.7%AddedHistory
CICigna GroupStock66$15.0K<0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock171$15.0K<0.1%00.0%UnchangedHistory
ADIAnalog Devices IncStock91$16.0K<0.1%00.0%UnchangedHistory
LCIDLucid Group, Inc.COM453$17.0K<0.1%+450+15,000.0%AddedHistory
SIRISirius XM Holdings Inc.COM2,745$17.0K<0.1%00.0%UnchangedHistory
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUNDCOM2,740$17.0K<0.1%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock314$18.0K<0.1%00.0%UnchangedHistory
IQVIQVIA Holdings Inc.Stock65$18.0K<0.1%00.0%UnchangedHistory
SLBSLB LimitedStock600$18.0K<0.1%−500−45.5%ReducedHistory
AMGNAmgen IncStock79$18.0K<0.1%00.0%UnchangedHistory
CWCurtiss Wright CorpStock128$18.0K<0.1%00.0%UnchangedHistory
PHKPIMCO High Income FundCOM SHS2,854$18.0K<0.1%00.0%UnchangedHistory
GRMNGarmin LtdSHS134$18.0K<0.1%+1+0.8%AddedHistory
FTNTFortinet, Inc.Stock52$19.0K<0.1%00.0%UnchangedHistory
CARRCarrier Global CorpStock344$19.0K<0.1%+1+0.3%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF249$19.0K<0.1%+249New–
CSCOCisco Systems, Inc.Stock302$19.0K<0.1%00.0%UnchangedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF218$19.0K<0.1%+218New–
FISVFiserv IncStock184$19.0K<0.1%00.0%UnchangedHistory
HONHoneywell International IncCOM91$19.0K<0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock151$20.0K<0.1%+1+0.7%AddedHistory

Sold out since Q3 2021 (10)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Cedar Mountain Advisors, LLC sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
iShares Inc464286319EM MKTS DIV ETF844$33.0K<0.1%–
MUMicron Technology IncStock200$14.0K<0.1%History
NTRNutrien Ltd.COM120$8.00K<0.1%History
HWMHowmet Aerospace Inc.Stock91$3.00K<0.1%History
PBIPitney Bowes IncCOM250$2.00K<0.1%History
XHRXenia Hotels & Resorts, Inc.COM88$2.00K<0.1%History
AAAlcoa CorpStock30$1.00K<0.1%History
iShares Inc464286400MSCI BRAZIL ETF20$1.00K<0.1%–
ARNCArconic CorpCOM22$1.00K<0.1%History
CVACovanta Holding CorpCOM4$00.0%History