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Livermore
Livermore
ZHEN

Cedar Mountain Advisors, LLC

SEC CIK
0001798986
Latest filing
Jul 2, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Jul 14, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
332
−6 vs. Q1 2022
Portfolio value
$292.2M
−$46.3M (−13.7%) vs. Q1 2022
Filed
Jul 14, 2022
SEC
Holdings of Cedar Mountain Advisors, LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Russell 1000 Value ETF464287598ETF383,188$55.6M19.0%+4,807+1.3%Added–
iShares Russell 1000 Growth ETF464287614ETF235,520$51.5M17.6%+3,991+1.7%Added–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF860,330$25.6M8.8%−1,895−0.2%Reduced–
iShares Russell Mid-Cap Value ETF464287473ETF241,328$24.5M8.4%−3,289−1.3%Reduced–
iShares Russell Mid-Cap Growth ETF464287481ETF272,838$21.6M7.4%+200.0%Added–
iShares Core S&P Small Cap ETF464287804ETF210,785$19.5M6.7%+133+0.1%Added–
SPDR Series Trust78468R200ST STR RATE ETF488,259$14.7M5.0%−3,242−0.7%Reduced–
Invesco QQQ Trust Series I46090E103ETF45,671$12.8M4.4%−6,862−13.1%Reduced–
Vanguard Financials ETF92204A405ETF132,115$10.2M3.5%+2,264+1.7%Added–
Pgim ETF Tr69344A107PGIM ULTRA SH BD164,021$8.05M2.8%−1,346−0.8%Reduced–
Vanguard Morningstar Value ETF922908744ETF59,957$7.91M2.7%+578+1.0%Added–
Invesco S&P 500 Quality ETF46137V241ETF167,690$7.04M2.4%−10,180−5.7%Reduced–
Vanguard Whitehall FDS921946794INTL HIGH ETF59,525$3.50M1.2%+56,684+1,995.2%Added–
iShares Tr46435U861CORE DIVID ETF82,689$3.00M1.0%+78,054+1,684.0%Added–
Vanguard Health Care ETF92204A504ETF12,512$2.95M1.0%−198−1.6%Reduced–
ADPAutomatic Data Processing IncStock13,281$2.79M1.0%+19+0.1%AddedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF29,791$2.15M0.7%+888+3.1%Added–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF20,599$2.04M0.7%+20,515+24,422.6%Added–
CSXCSX CorpStock63,183$1.84M0.6%00.0%UnchangedHistory
AAPLApple Inc.Stock9,962$1.36M0.5%+521+5.5%AddedHistory
iShares Russell 2000 ETF464287655ETF5,112$866.0K0.3%+133+2.7%Added–
MSFTMicrosoft CorpStock3,283$843.0K0.3%+784+31.4%AddedHistory
TGTTarget CorpStock4,618$652.0K0.2%00.0%UnchangedHistory
TSLATesla, Inc.Stock895$603.0K0.2%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock1,988$543.0K0.2%00.0%UnchangedHistory
BRBroadridge Financial Solutions, Inc.Stock3,726$531.0K0.2%+2+0.1%AddedHistory
Vanguard Real Estate ETF922908553ETF5,454$497.0K0.2%00.0%Unchanged–
Vanguard Star FDS921909768VG TL INTL STK F9,185$474.0K0.2%−573−5.9%Reduced–
MCDMcDonalds CorpStock1,711$422.0K0.1%+16+0.9%AddedHistory
NKENIKE, Inc.Stock3,441$352.0K0.1%+54+1.6%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF1,371$306.0K0.1%+13+1.0%Added–
ACIAlbertsons Companies, Inc.COMMON STOCK9,510$254.0K0.1%00.0%UnchangedHistory
INTCIntel CorpStock6,119$229.0K0.1%−931−13.2%ReducedHistory
Schwab US Aggregate Bond ETF808524839ETF4,656$223.0K0.1%−573−11.0%Reduced–
INTUIntuit Inc.Stock577$223.0K0.1%00.0%UnchangedHistory
CHDChurch & Dwight Co IncCOM2,400$222.0K0.1%00.0%UnchangedHistory
SOSouthern CoStock2,977$212.0K0.1%+11+0.4%AddedHistory
SRSpire IncCOM2,852$212.0K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock771$211.0K0.1%−47−5.7%ReducedHistory
UNPUnion Pacific CorpStock969$207.0K0.1%00.0%UnchangedHistory
SBUXStarbucks CorpStock2,629$201.0K0.1%−67−2.5%ReducedHistory
iShares Tr4642886613 7 YR TREAS BD1,613$192.0K0.1%−26,131−94.2%Reduced–
XOMExxonMobil Holdings CorpCOM2,082$178.0K0.1%+200+10.6%AddedHistory
PGProcter & Gamble CoStock1,155$166.0K0.1%00.0%UnchangedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,668$159.0K0.1%−331−16.6%Reduced–
COSTCostco Wholesale CorpStock291$139.0K<0.1%00.0%UnchangedHistory
CVXChevron CorpStock936$135.0K<0.1%+1+0.1%AddedHistory
iShares Tr464287622RUS 1000 ETF547$114.0K<0.1%00.0%Unchanged–
Schwab International Equity ETF808524805ETF3,541$111.0K<0.1%00.0%Unchanged–
SPYSPDR S&P 500 ETF TrustETF270$102.0K<0.1%+27+11.1%AddedHistory
BABoeing CoStock684$94.0K<0.1%−15−2.1%ReducedHistory
WYWeyerhaeuser CoCOM NEW2,666$88.0K<0.1%+13+0.5%AddedHistory
iShares Tr464287119MORNINGSTAR GRWT1,749$88.0K<0.1%−61−3.4%Reduced–
AMZNAmazon Com IncStock800$85.0K<0.1%00.0%UnchangedConverted for a 20-for-1 splitHistory
GOOGAlphabet Inc.Stock39$85.0K<0.1%00.0%UnchangedHistory
Global X FDS37954Y624AUTONMOUS EV ETF3,804$82.0K<0.1%00.0%Unchanged–
DISWalt Disney CoStock851$80.0K<0.1%00.0%UnchangedHistory
BOHBank of Hawaii CorpCOM1,046$78.0K<0.1%+1+0.1%AddedHistory
MSMorgan StanleyStock959$73.0K<0.1%+5+0.5%AddedHistory
WMTWalmart Inc.Stock554$67.0K<0.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock409$66.0K<0.1%−42−9.3%ReducedHistory
MMM3M CoStock498$64.0K<0.1%−41−7.6%ReducedHistory
PEPPepsiCo IncStock381$63.0K<0.1%−43−10.1%ReducedHistory
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF1,490$62.0K<0.1%+3+0.2%Added–
GOOGLAlphabet Inc.Stock28$61.0K<0.1%00.0%UnchangedHistory
DHRDanaher CorpStock236$60.0K<0.1%00.0%UnchangedHistory
HEHawaiian Electric Industries IncCOM1,440$59.0K<0.1%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW1,251$58.0K<0.1%00.0%UnchangedHistory
NWNNorthwest Natural Holding CoCOM976$52.0K<0.1%+2+0.2%AddedHistory
iShares Russell Midcap ETF464287499ETF766$50.0K<0.1%−232−23.2%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF378$48.0K<0.1%00.0%Unchanged–
GLDSPDR Gold TrustETF285$48.0K<0.1%00.0%UnchangedHistory
First Trust Dow Jones Internet Index Fund33733E302ETF374$48.0K<0.1%−5,396−93.5%Reduced–
RTXRTX CorpStock474$46.0K<0.1%+1+0.2%AddedHistory
NSCNorfolk Southern CorpStock200$45.0K<0.1%00.0%UnchangedHistory
NVDANVIDIA CorpStock294$45.0K<0.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock389$44.0K<0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock281$43.0K<0.1%+2+0.7%AddedHistory
UNHUnitedHealth Group IncStock81$42.0K<0.1%00.0%UnchangedHistory
iShares Tr464288703MRNING SM CP ETF831$42.0K<0.1%00.0%Unchanged–
PFEPfizer IncStock790$41.0K<0.1%+5+0.6%AddedHistory
BDXBecton Dickinson & CoStock155$38.0K<0.1%00.0%UnchangedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT1,570$38.0K<0.1%+29+1.9%AddedHistory
JNJJohnson & JohnsonStock208$37.0K<0.1%−41−16.5%ReducedHistory
VVisa Inc.Stock189$37.0K<0.1%00.0%UnchangedHistory
PAYXPaychex IncStock305$35.0K<0.1%+1+0.3%AddedHistory
MMacy's, Inc.COM1,861$34.0K<0.1%+12+0.6%AddedHistory
AVAAvista CorpCOM768$33.0K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH242$33.0K<0.1%00.0%Unchanged–
AMPYAmplify Energy Corp.COM5,000$33.0K<0.1%+3,000+150.0%AddedHistory
State Street SPDR S&P Bank ETF78464A797ETF736$32.0K<0.1%+2+0.3%Added–
TRVTravelers Companies, Inc.Stock185$31.0K<0.1%00.0%UnchangedHistory
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF737$30.0K<0.1%00.0%Unchanged–
iShares MSCI USA Min Vol Factor ETF46429B697ETF417$29.0K<0.1%00.0%Unchanged–
TMOThermo Fisher Scientific Inc.Stock54$29.0K<0.1%00.0%UnchangedHistory
AXPAmerican Express CoStock199$28.0K<0.1%−28−12.3%ReducedHistory
WCNWaste Connections, Inc.COM228$28.0K<0.1%00.0%UnchangedHistory
iShares Tr46429B655FLTG RATE NT ETF551$28.0K<0.1%+1+0.2%Added–
BTCYBiotricity Inc.Com15,000$27.0K<0.1%+15,000NewHistory
TDYTeledyne Technologies IncCOM68$26.0K<0.1%00.0%UnchangedHistory

Sold out since Q1 2022 (28)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Cedar Mountain Advisors, LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
CDKCDK Global, Inc.COM6,477$315.0K0.1%History
ARK Innovation ETF00214Q104ETF3,085$205.0K0.1%–
ONOn Semiconductor CorpStock400$25.0K<0.1%History
iShares Core MSCI Eafe ETF46432F842ETF270$19.0K<0.1%–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF198$11.0K<0.1%–
Vanguard Ftse Developed Markets ETF921943858ETF200$10.0K<0.1%–
GILDGilead Sciences, Inc.Stock151$9.00K<0.1%History
First Tr Exchange-Traded FD33734X119CONSUMR STAPLE134$9.00K<0.1%–
KOCoca Cola CoStock130$8.00K<0.1%History
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD167$8.00K<0.1%–
BCEBce IncCOM NEW137$8.00K<0.1%History
MDTMedtronic plcStock63$7.00K<0.1%History
DLRDigital Realty Trust, Inc.COM45$6.00K<0.1%History
QSRRestaurant Brands International Inc.COM110$6.00K<0.1%History
Vanguard Mun BD FDS922907746TAX EXEMPT BD104$5.00K<0.1%–
TWTRTwitter, Inc.COM100$4.00K<0.1%History
iShares Tr464288588MBS ETF28$3.00K<0.1%–
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI97$2.00K<0.1%–
Schwab U.S. Mid-Cap ETF808524508ETF8$1.00K<0.1%–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF8$1.00K<0.1%–
iShares Tr464288158SHRT NAT MUN ETF9$1.00K<0.1%–
iShares Core MSCI Emerging Markets ETF46434G103ETF8$00.0%–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF5$00.0%–
SPDR Series Trust78464A672ST INTER ETF10$00.0%–
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET4$00.0%History
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG13$00.0%–
iShares Tr46435U853BROAD USD HIGH8$00.0%–
VRMVroom, Inc.COM121$00.0%History