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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
Amplify Blockchain Technology ETF032108607ETF196$4.00K<0.1%00.0%Unchanged–
FCXFreeport-McMoran IncStock126$4.00K<0.1%00.0%UnchangedHistory
BACBank of America CorpStock137$4.00K<0.1%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF89$4.00K<0.1%00.0%Unchanged–
CEGConstellation Energy CorpStock75$4.00K<0.1%+75NewHistory
First Trust Indxx Innovative Transaction & Process ETF33741X201ETF124$4.00K<0.1%00.0%Unchanged–
EBAYeBay IncCOM94$4.00K<0.1%00.0%UnchangedHistory
DARDarling Ingredients Inc.COM74$4.00K<0.1%00.0%UnchangedHistory
BEBloom Energy CorpCOM CL A260$4.00K<0.1%−1−0.4%ReducedHistory
COLMColumbia Sportswear CoCOM51$4.00K<0.1%00.0%UnchangedHistory
PRUPrudential Financial IncStock51$5.00K<0.1%00.0%UnchangedHistory
Schwab U.S. Broad Market ETF808524102ETF103$5.00K<0.1%00.0%Unchanged–
NIONIO Inc.ADR212$5.00K<0.1%00.0%UnchangedHistory
RIVNRivian Automotive, Inc.Stock200$5.00K<0.1%+200NewHistory
OCOwens CorningStock66$5.00K<0.1%+66NewHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF34$5.00K<0.1%00.0%Unchanged–
State Street Utilities Select Sector SPDR ETF81369Y886ETF69$5.00K<0.1%00.0%Unchanged–
GTMZoomInfo Technologies Inc.Stock147$5.00K<0.1%00.0%UnchangedHistory
AKRAcadia Realty TrustCOM SH BEN INT307$5.00K<0.1%+3+1.0%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN549$5.00K<0.1%+8+1.5%AddedHistory
TREXTrex Co IncCOM96$5.00K<0.1%00.0%UnchangedHistory
BFAMBright Horizons Family Solutions Inc.COM55$5.00K<0.1%00.0%UnchangedHistory
CHKPCheck Point Software Technologies LtdORD38$5.00K<0.1%00.0%UnchangedHistory
ARGOArgo Group International Holdings, Inc.COM146$5.00K<0.1%00.0%UnchangedHistory
XELXcel Energy IncStock89$6.00K<0.1%00.0%UnchangedHistory
TERTeradyne, IncStock71$6.00K<0.1%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR51$6.00K<0.1%00.0%UnchangedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF83$6.00K<0.1%−135−61.9%Reduced–
KEYKeycorpCOM377$6.00K<0.1%00.0%UnchangedHistory
TECKTeck Resources LtdCL B197$6.00K<0.1%00.0%UnchangedHistory
DGXQuest Diagnostics IncCOM42$6.00K<0.1%00.0%UnchangedHistory
WOOFPetco Health & Wellness Company, Inc.CL A COM395$6.00K<0.1%00.0%UnchangedHistory
ONCYOncolytics Biotech IncCOM NEW5,651$6.00K<0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF53$7.00K<0.1%00.0%Unchanged–
iShares Tips Bond ETF464287176ETF64$7.00K<0.1%+2+3.2%Added–
CBChubb LtdStock36$7.00K<0.1%00.0%UnchangedHistory
NEENextera Energy IncStock95$7.00K<0.1%00.0%UnchangedHistory
DUKDuke Energy CORPStock67$7.00K<0.1%00.0%UnchangedHistory
ORCLOracle CorpStock101$7.00K<0.1%+1+1.0%AddedHistory
PNCPNC Financial Services Group, Inc.Stock44$7.00K<0.1%00.0%UnchangedHistory
DDominion Energy, IncStock83$7.00K<0.1%00.0%UnchangedHistory
COINCoinbase Global, Inc.COM CL A152$7.00K<0.1%+152NewHistory
GLWCorning IncCOM230$7.00K<0.1%00.0%UnchangedHistory
SWKStanley Black & Decker, Inc.COM70$7.00K<0.1%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD92$7.00K<0.1%00.0%Unchanged–
UMCUnited Microelectronics CorpSPON ADR NEW1,000$7.00K<0.1%00.0%UnchangedHistory
BYNDBeyond Meat, Inc.COM301$7.00K<0.1%00.0%UnchangedHistory
TAKTakeda Pharmaceutical Co LtdADR573$8.00K<0.1%00.0%UnchangedHistory
Schwab U.S. Small-Cap ETF808524607ETF194$8.00K<0.1%−6−3.0%Reduced–
PCGPG&E CorpStock802$8.00K<0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock91$8.00K<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock100$8.00K<0.1%00.0%UnchangedHistory
LMTLockheed Martin CorpStock18$8.00K<0.1%00.0%UnchangedHistory
TJXTJX Companies IncStock142$8.00K<0.1%00.0%UnchangedHistory
LCIDLucid Group, Inc.COM453$8.00K<0.1%+453NewHistory
iShares Tr464288307MRGSTR MD CP GRW156$8.00K<0.1%00.0%Unchanged–
TFCTruist Financial CorpCOM163$8.00K<0.1%00.0%UnchangedHistory
EYPTEyePoint, Inc.COM NEW1,000$8.00K<0.1%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock18$9.00K<0.1%+18NewHistory
GDGeneral Dynamics CorpStock41$9.00K<0.1%00.0%UnchangedHistory
TAT&T Inc.Stock440$9.00K<0.1%+5+1.1%AddedHistory
COPConocoPhillipsStock105$9.00K<0.1%00.0%UnchangedHistory
NWLNewell Brands Inc.Stock475$9.00K<0.1%00.0%UnchangedHistory
GFIGold Fields LtdSPONSORED ADR1,000$9.00K<0.1%00.0%UnchangedHistory
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM768$9.00K<0.1%00.0%UnchangedHistory
JDJD.com, Inc.SPON ADS CL A135$9.00K<0.1%00.0%UnchangedHistory
LINLinde PLCSHS32$9.00K<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock52$10.0K<0.1%00.0%UnchangedHistory
GEGeneral Electric CoStock151$10.0K<0.1%+151NewHistory
EXCExelon CorpStock225$10.0K<0.1%00.0%UnchangedHistory
HYTBlackRock Corporate High Yield Fund, Inc.COM1,023$10.0K<0.1%00.0%UnchangedHistory
GOODGladstone Commercial CorpCOM555$10.0K<0.1%+10+1.8%AddedHistory
FST Tr New Opport MLP & Ene33739M100COM1,689$10.0K<0.1%00.0%Unchanged–
FDXFedEx CorpStock49$11.0K<0.1%00.0%UnchangedHistory
METMetlife IncStock169$11.0K<0.1%00.0%UnchangedHistory
XMQualtrics International Inc.COM CL A905$11.0K<0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock135$12.0K<0.1%+1+0.7%AddedHistory
VZVerizon Communications IncStock237$12.0K<0.1%00.0%UnchangedHistory
Vanguard Mortgage-Backed Securities ETF92206C771ETF261$12.0K<0.1%−227−46.5%Reduced–
CARRCarrier Global CorpStock344$12.0K<0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock172$12.0K<0.1%00.0%UnchangedHistory
Vanguard Short-Term Bond ETF921937827ETF154$12.0K<0.1%00.0%Unchanged–
BMYBristol Myers Squibb CoStock158$12.0K<0.1%00.0%UnchangedHistory
MOAltria Group, Inc.Stock285$12.0K<0.1%−456−61.5%ReducedHistory
CCICrown Castle Inc.REIT69$12.0K<0.1%−43−38.4%ReducedHistory
FISVFiserv IncStock134$12.0K<0.1%−50−27.2%ReducedHistory
ATIAti IncStock535$12.0K<0.1%00.0%UnchangedHistory
BLKBlackRock, Inc.COM19$12.0K<0.1%−9−32.1%ReducedHistory
BNYBank of New York Mellon CorpStock314$13.0K<0.1%00.0%UnchangedHistory
VTRSViatris IncStock1,226$13.0K<0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock302$13.0K<0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock86$13.0K<0.1%−47−35.3%ReducedHistory
AMGNAmgen IncStock52$13.0K<0.1%−27−34.2%ReducedHistory
ADIAnalog Devices IncStock91$13.0K<0.1%00.0%UnchangedHistory
ALLAllstate CorpStock104$13.0K<0.1%00.0%UnchangedHistory
IPInternational Paper CoCOM318$13.0K<0.1%+3+1.0%AddedHistory
GRMNGarmin LtdSHS135$13.0K<0.1%00.0%UnchangedHistory
PXDPioneer Natural Resources CoCOM57$13.0K<0.1%00.0%UnchangedHistory
IQVIQVIA Holdings Inc.Stock65$14.0K<0.1%00.0%UnchangedHistory
ELEstee Lauder Companies IncCL A56$14.0K<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