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Livermore
Livermore
ZHEN

Cedar Mountain Advisors, LLC

SEC CIK
0001798986
Latest filing
Jul 2, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Oct 11, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
319
−13 vs. Q2 2022
Portfolio value
$300.5M
+$8.27M (+2.8%) vs. Q2 2022
Filed
Oct 11, 2022
SEC
Holdings of Cedar Mountain Advisors, LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
TREXTrex Co IncCOM96$4.00K<0.1%00.0%UnchangedHistory
CHKPCheck Point Software Technologies LtdORD38$4.00K<0.1%00.0%UnchangedHistory
BYNDBeyond Meat, Inc.COM300$4.00K<0.1%−1−0.3%ReducedHistory
WOOFPetco Health & Wellness Company, Inc.CL A COM394$4.00K<0.1%−1−0.3%ReducedHistory
NFLXNetflix IncStock22$5.00K<0.1%00.0%UnchangedHistory
iShares Tips Bond ETF464287176ETF52$5.00K<0.1%−12−18.8%Reduced–
TERTeradyne, IncStock71$5.00K<0.1%00.0%UnchangedHistory
OCOwens CorningStock66$5.00K<0.1%00.0%UnchangedHistory
TAT&T Inc.Stock351$5.00K<0.1%−89−20.2%ReducedHistory
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–
DARDarling Ingredients Inc.COM74$5.00K<0.1%00.0%UnchangedHistory
BEBloom Energy CorpCOM CL A259$5.00K<0.1%−1−0.4%ReducedHistory
DGXQuest Diagnostics IncCOM42$5.00K<0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF53$6.00K<0.1%00.0%Unchanged–
XELXcel Energy IncStock89$6.00K<0.1%00.0%UnchangedHistory
DUKDuke Energy CORPStock67$6.00K<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock100$6.00K<0.1%00.0%UnchangedHistory
ORCLOracle CorpStock101$6.00K<0.1%00.0%UnchangedHistory
DDominion Energy, IncStock83$6.00K<0.1%00.0%UnchangedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF83$6.00K<0.1%00.0%Unchanged–
CEGConstellation Energy CorpStock75$6.00K<0.1%00.0%UnchangedHistory
GTMZoomInfo Technologies Inc.Stock147$6.00K<0.1%00.0%UnchangedHistory
LCIDLucid Group, Inc.COM453$6.00K<0.1%00.0%UnchangedHistory
KEYKeycorpCOM377$6.00K<0.1%00.0%UnchangedHistory
ETEnergy Transfer LPCOM UT LTD PTN558$6.00K<0.1%+9+1.6%AddedHistory
UMCUnited Microelectronics CorpSPON ADR NEW1,000$6.00K<0.1%00.0%UnchangedHistory
CBChubb LtdStock36$7.00K<0.1%00.0%UnchangedHistory
FDXFedEx CorpStock50$7.00K<0.1%+1+2.0%AddedHistory
TAKTakeda Pharmaceutical Co LtdADR573$7.00K<0.1%00.0%UnchangedHistory
Schwab U.S. Small-Cap ETF808524607ETF194$7.00K<0.1%00.0%Unchanged–
NEENextera Energy IncStock87$7.00K<0.1%−8−8.4%ReducedHistory
RIVNRivian Automotive, Inc.Stock200$7.00K<0.1%00.0%UnchangedHistory
LMTLockheed Martin CorpStock18$7.00K<0.1%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock44$7.00K<0.1%00.0%UnchangedHistory
NWLNewell Brands Inc.Stock475$7.00K<0.1%00.0%UnchangedHistory
GLWCorning IncCOM230$7.00K<0.1%00.0%UnchangedHistory
iShares Tr464288307MRGSTR MD CP GRW132$7.00K<0.1%−24−15.4%Reduced–
TECKTeck Resources LtdCL B240$7.00K<0.1%+43+21.8%AddedHistory
JDJD.com, Inc.SPON ADS CL A135$7.00K<0.1%00.0%UnchangedHistory
TFCTruist Financial CorpCOM163$7.00K<0.1%00.0%UnchangedHistory
ONCYOncolytics Biotech IncCOM NEW5,651$7.00K<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock52$8.00K<0.1%00.0%UnchangedHistory
EXCExelon CorpStock225$8.00K<0.1%00.0%UnchangedHistory
GFIGold Fields LtdSPONSORED ADR1,000$8.00K<0.1%00.0%UnchangedHistory
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM768$8.00K<0.1%00.0%UnchangedHistory
EYPTEyePoint, Inc.COM NEW1,000$8.00K<0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock237$9.00K<0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock91$9.00K<0.1%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock54$9.00K<0.1%00.0%UnchangedConverted for a 3-for-1 splitHistory
GDGeneral Dynamics CorpStock41$9.00K<0.1%00.0%UnchangedHistory
GEGeneral Electric CoStock151$9.00K<0.1%00.0%UnchangedHistory
TJXTJX Companies IncStock142$9.00K<0.1%00.0%UnchangedHistory
HYTBlackRock Corporate High Yield Fund, Inc.COM1,023$9.00K<0.1%00.0%UnchangedHistory
GOODGladstone Commercial CorpCOM565$9.00K<0.1%+10+1.8%AddedHistory
FST Tr New Opport MLP & Ene33739M100COM1,689$9.00K<0.1%00.0%Unchanged–
XMQualtrics International Inc.COM CL A905$9.00K<0.1%00.0%UnchangedHistory
LINLinde PLCSHS32$9.00K<0.1%00.0%UnchangedHistory
PCGPG&E CorpStock802$10.0K<0.1%00.0%UnchangedHistory
VTRSViatris IncStock1,227$10.0K<0.1%+1+0.1%AddedHistory
METMetlife IncStock169$10.0K<0.1%00.0%UnchangedHistory
CCICrown Castle Inc.REIT69$10.0K<0.1%00.0%UnchangedHistory
COINCoinbase Global, Inc.COM CL A152$10.0K<0.1%00.0%UnchangedHistory
IPInternational Paper CoCOM323$10.0K<0.1%+5+1.6%AddedHistory
BLKBlackRock, Inc.COM19$10.0K<0.1%00.0%UnchangedHistory
COPConocoPhillipsStock105$11.0K<0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock172$11.0K<0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock158$11.0K<0.1%00.0%UnchangedHistory
GRMNGarmin LtdSHS136$11.0K<0.1%+1+0.7%AddedHistory
MRKMerck & Co., Inc.Stock136$12.0K<0.1%+1+0.7%AddedHistory
BNYBank of New York Mellon CorpStock314$12.0K<0.1%00.0%UnchangedHistory
IQVIQVIA Holdings Inc.Stock65$12.0K<0.1%00.0%UnchangedHistory
Vanguard Mortgage-Backed Securities ETF92206C771ETF261$12.0K<0.1%00.0%Unchanged–
CARRCarrier Global CorpStock344$12.0K<0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock302$12.0K<0.1%00.0%UnchangedHistory
AMGNAmgen IncStock52$12.0K<0.1%00.0%UnchangedHistory
Vanguard Short-Term Bond ETF921937827ETF154$12.0K<0.1%00.0%Unchanged–
MOAltria Group, Inc.Stock285$12.0K<0.1%00.0%UnchangedHistory
ELEstee Lauder Companies IncCL A56$12.0K<0.1%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW291$12.0K<0.1%−960−76.7%ReducedHistory
BTCYBiotricity Inc.Com15,000$12.0K<0.1%00.0%UnchangedHistory
PXDPioneer Natural Resources CoCOM57$12.0K<0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock105$13.0K<0.1%+1+1.0%AddedHistory
TXNTexas Instruments IncStock86$13.0K<0.1%00.0%UnchangedHistory
ADIAnalog Devices IncStock91$13.0K<0.1%00.0%UnchangedHistory
First Trust Dow Jones Internet Index Fund33733E302ETF101$13.0K<0.1%−273−73.0%Reduced–
ALLAllstate CorpStock104$13.0K<0.1%00.0%UnchangedHistory
FISVFiserv IncStock134$13.0K<0.1%00.0%UnchangedHistory
PHKPIMCO High Income FundCOM SHS2,854$13.0K<0.1%00.0%UnchangedHistory
EXASExact Sciences CorpCOM400$13.0K<0.1%00.0%UnchangedHistory
ATIAti IncStock535$14.0K<0.1%00.0%UnchangedHistory
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUNDCOM2,740$14.0K<0.1%00.0%UnchangedHistory
HONHoneywell International IncCOM91$15.0K<0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock204$16.0K<0.1%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock111$16.0K<0.1%00.0%UnchangedHistory
SHWSherwin Williams CoCOM78$16.0K<0.1%00.0%UnchangedHistory
MORNMorningstar, Inc.COM75$16.0K<0.1%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD213$16.0K<0.1%+121+131.5%Added–
SIRISirius XM Holdings Inc.COM2,744$16.0K<0.1%00.0%UnchangedHistory
FFord Motor CoStock1,500$17.0K<0.1%00.0%UnchangedHistory

Sold out since Q2 2022 (19)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Cedar Mountain Advisors, LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
SWKStanley Black & Decker, Inc.COM70$7.00K<0.1%History
BFAMBright Horizons Family Solutions Inc.COM55$5.00K<0.1%History
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF34$2.00K<0.1%–
CHTRCharter Communications, Inc.CL A3$1.00K<0.1%History
PIPRPiper Sandler CompaniesCOM9$1.00K<0.1%History
ABNBAirbnb, Inc.Stock2$00.0%History
ORAOrmat Technologies, Inc.COM3$00.0%History
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT14$00.0%History
TRMBTrimble Inc.COM2$00.0%History
CWENClearway Energy, Inc.CL C2$00.0%History
TTTrane Technologies plcSHS1$00.0%History
NXHNeighborhood Intelligence, Inc.COM3$00.0%History
INVEINVE Technologies, Inc.COM NEW12$00.0%History
BEPCBrookfield Renewable CorpCL A SUB VTG2$00.0%History
Humankind Benefit Corporatio444869101HUMANKIND US STK2$00.0%–
LACLithium Americas Corp.COM NEW1$00.0%History
TPICQTpi Composites, IncCOM1$00.0%History
ULUnilever PLCSPON ADR NEW3$00.0%History
Arrival GroupL0423Q108SHS3$00.0%–