Skip to main content
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
GISGeneral Mills IncStock204$15.0K<0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock104$15.0K<0.1%−49−32.0%ReducedHistory
PHKPIMCO High Income FundCOM SHS2,854$15.0K<0.1%00.0%UnchangedHistory
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUNDCOM2,740$15.0K<0.1%00.0%UnchangedHistory
iShares Tr464287127MORNINGSTR US EQ304$16.0K<0.1%00.0%Unchanged–
HONHoneywell International IncCOM91$16.0K<0.1%00.0%UnchangedHistory
EXASExact Sciences CorpCOM400$16.0K<0.1%00.0%UnchangedHistory
FFord Motor CoStock1,500$17.0K<0.1%00.0%UnchangedHistory
ProShares Bitcoin ETF74347G440ETF1,454$17.0K<0.1%+1,454New–
CICigna GroupStock66$17.0K<0.1%00.0%UnchangedHistory
CWCurtiss Wright CorpStock128$17.0K<0.1%00.0%UnchangedHistory
SHWSherwin Williams CoCOM78$17.0K<0.1%00.0%UnchangedHistory
SIRISirius XM Holdings Inc.COM2,744$17.0K<0.1%−10.0%ReducedHistory
CRMSalesforce, Inc.Stock111$18.0K<0.1%00.0%UnchangedHistory
AMATApplied Materials IncStock201$18.0K<0.1%−401−66.6%ReducedHistory
MORNMorningstar, Inc.COM75$18.0K<0.1%00.0%UnchangedHistory
NOGNorthern Oil & Gas, Inc.COM700$18.0K<0.1%+700NewHistory
FTNTFortinet, Inc.Stock340$19.0K<0.1%00.0%UnchangedConverted for a 5-for-1 splitHistory
ACNAccenture plcStock69$19.0K<0.1%00.0%UnchangedHistory
COFCapital One Financial CorpStock182$19.0K<0.1%00.0%UnchangedHistory
Vanguard Dividend Appreciation ETF921908844ETF133$19.0K<0.1%00.0%Unchanged–
ABTAbbott LaboratoriesStock171$19.0K<0.1%+1+0.6%AddedHistory
WFCWells Fargo & CompanyStock520$20.0K<0.1%00.0%UnchangedHistory
ECLEcolab Inc.Stock128$20.0K<0.1%−37−22.4%ReducedHistory
EAElectronic Arts Inc.COM162$20.0K<0.1%00.0%UnchangedHistory
SLBSLB LimitedStock600$21.0K<0.1%00.0%UnchangedHistory
BROSDutch Bros Inc.CL A676$21.0K<0.1%+676NewHistory
iShares Tr464288760US AER DEF ETF227$22.0K<0.1%+1+0.4%Added–
ADBEAdobe Inc.Stock62$23.0K<0.1%00.0%UnchangedHistory
CATCaterpillar IncStock135$24.0K<0.1%00.0%UnchangedHistory
KMPRKEMPER CorpCOM500$24.0K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189H607OIL SERVICES ETF107$25.0K<0.1%+46+75.4%Added–
TDYTeledyne Technologies IncCOM68$26.0K<0.1%00.0%UnchangedHistory
BTCYBiotricity Inc.Com15,000$27.0K<0.1%+15,000NewHistory
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–
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
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF737$30.0K<0.1%00.0%Unchanged–
TRVTravelers Companies, Inc.Stock185$31.0K<0.1%00.0%UnchangedHistory
State Street SPDR S&P Bank ETF78464A797ETF736$32.0K<0.1%+2+0.3%Added–
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
MMacy's, Inc.COM1,861$34.0K<0.1%+12+0.6%AddedHistory
PAYXPaychex IncStock305$35.0K<0.1%+1+0.3%AddedHistory
JNJJohnson & JohnsonStock208$37.0K<0.1%−41−16.5%ReducedHistory
VVisa Inc.Stock189$37.0K<0.1%00.0%UnchangedHistory
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
PFEPfizer IncStock790$41.0K<0.1%+5+0.6%AddedHistory
UNHUnitedHealth Group IncStock81$42.0K<0.1%00.0%UnchangedHistory
iShares Tr464288703MRNING SM CP ETF831$42.0K<0.1%00.0%Unchanged–
ABBVAbbVie Inc.Stock281$43.0K<0.1%+2+0.7%AddedHistory
JPMJPMorgan Chase & CoStock389$44.0K<0.1%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock200$45.0K<0.1%00.0%UnchangedHistory
NVDANVIDIA CorpStock294$45.0K<0.1%00.0%UnchangedHistory
RTXRTX CorpStock474$46.0K<0.1%+1+0.2%AddedHistory
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–
iShares Russell Midcap ETF464287499ETF766$50.0K<0.1%−232−23.2%Reduced–
NWNNorthwest Natural Holding CoCOM976$52.0K<0.1%+2+0.2%AddedHistory
USBUS Bancorp DECOM NEW1,251$58.0K<0.1%00.0%UnchangedHistory
HEHawaiian Electric Industries IncCOM1,440$59.0K<0.1%00.0%UnchangedHistory
DHRDanaher CorpStock236$60.0K<0.1%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock28$61.0K<0.1%00.0%UnchangedHistory
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF1,490$62.0K<0.1%+3+0.2%Added–
PEPPepsiCo IncStock381$63.0K<0.1%−43−10.1%ReducedHistory
MMM3M CoStock498$64.0K<0.1%−41−7.6%ReducedHistory
METAMeta Platforms, Inc.Stock409$66.0K<0.1%−42−9.3%ReducedHistory
WMTWalmart Inc.Stock554$67.0K<0.1%00.0%UnchangedHistory
MSMorgan StanleyStock959$73.0K<0.1%+5+0.5%AddedHistory
BOHBank of Hawaii CorpCOM1,046$78.0K<0.1%+1+0.1%AddedHistory
DISWalt Disney CoStock851$80.0K<0.1%00.0%UnchangedHistory
Global X FDS37954Y624AUTONMOUS EV ETF3,804$82.0K<0.1%00.0%Unchanged–
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
WYWeyerhaeuser CoCOM NEW2,666$88.0K<0.1%+13+0.5%AddedHistory
iShares Tr464287119MORNINGSTAR GRWT1,749$88.0K<0.1%−61−3.4%Reduced–
BABoeing CoStock684$94.0K<0.1%−15−2.1%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF270$102.0K<0.1%+27+11.1%AddedHistory
Schwab International Equity ETF808524805ETF3,541$111.0K<0.1%00.0%Unchanged–
iShares Tr464287622RUS 1000 ETF547$114.0K<0.1%00.0%Unchanged–
CVXChevron CorpStock936$135.0K<0.1%+1+0.1%AddedHistory
COSTCostco Wholesale CorpStock291$139.0K<0.1%00.0%UnchangedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,668$159.0K0.1%−331−16.6%Reduced–
PGProcter & Gamble CoStock1,155$166.0K0.1%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM2,082$178.0K0.1%+200+10.6%AddedHistory
iShares Tr4642886613 7 YR TREAS BD1,613$192.0K0.1%−26,131−94.2%Reduced–
SBUXStarbucks CorpStock2,629$201.0K0.1%−67−2.5%ReducedHistory
UNPUnion Pacific CorpStock969$207.0K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock771$211.0K0.1%−47−5.7%ReducedHistory
SOSouthern CoStock2,977$212.0K0.1%+11+0.4%AddedHistory
SRSpire IncCOM2,852$212.0K0.1%00.0%UnchangedHistory
CHDChurch & Dwight Co IncCOM2,400$222.0K0.1%00.0%UnchangedHistory
Schwab US Aggregate Bond ETF808524839ETF4,656$223.0K0.1%−573−11.0%Reduced–
INTUIntuit Inc.Stock577$223.0K0.1%00.0%UnchangedHistory
INTCIntel CorpStock6,119$229.0K0.1%−931−13.2%ReducedHistory

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