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Livermore
Livermore
ZHEN

Cedar Mountain Advisors, LLC

SEC CIK
0001798986
Latest filing
Jul 2, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
310
−9 vs. Q3 2022
Portfolio value
$318.7M
+$18.2M (+6.1%) vs. Q3 2022
Filed
Feb 13, 2023
AmendedSEC
Holdings of Cedar Mountain Advisors, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Russell 1000 Value ETF464287598ETF404,571$61.4M19.3%−3,477−0.9%Reduced–
iShares Russell 1000 Growth ETF464287614ETF237,702$50.9M16.0%−2,355−1.0%Reduced–
iShares Russell Mid-Cap Value ETF464287473ETF243,035$25.6M8.0%−1,209−0.5%Reduced–
iShares Russell Mid-Cap Growth ETF464287481ETF271,403$22.7M7.1%−2,860−1.0%Reduced–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF751,050$22.1M6.9%−70,685−8.6%Reduced–
iShares Core S&P Small Cap ETF464287804ETF205,077$19.4M6.1%−2,864−1.4%Reduced–
SPDR Series Trust78468R200ST STR RATE ETF555,996$16.9M5.3%−6,337−1.1%Reduced–
Pgim ETF Tr69344A107PGIM ULTRA SH BD288,895$14.2M4.5%−3,785−1.3%Reduced–
Invesco QQQ Trust Series I46090E103ETF46,590$12.4M3.9%−568−1.2%Reduced–
Vanguard Financials ETF92204A405ETF135,946$11.2M3.5%−1,982−1.4%Reduced–
Vanguard Morningstar Value ETF922908744ETF62,233$8.74M2.7%−1,188−1.9%Reduced–
Invesco S&P 500 Quality ETF46137V241ETF170,839$7.52M2.4%+523+0.3%Added–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW283,287$7.24M2.3%+8,537+3.1%Added–
Vanguard Whitehall FDS921946794INTL HIGH ETF93,073$5.54M1.7%+29,891+47.3%Added–
iShares Tr46435U861CORE DIVID ETF85,992$3.23M1.0%+647+0.8%Added–
ADPAutomatic Data Processing IncStock13,299$3.18M1.0%−30.0%ReducedHistory
Vanguard Health Care ETF92204A504ETF12,237$3.04M1.0%−30−0.2%Reduced–
Schwab Strategic Tr808524862SHT TM US TRES57,059$2.75M0.9%+57,059New–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF30,924$2.31M0.7%−21−0.1%Reduced–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF20,879$2.06M0.6%−20.0%Reduced–
CSXCSX CorpStock63,183$1.96M0.6%00.0%UnchangedHistory
AAPLApple Inc.Stock9,845$1.28M0.4%−59−0.6%ReducedHistory
iShares Russell 2000 ETF464287655ETF5,177$902.7K0.3%00.0%Unchanged–
MSFTMicrosoft CorpStock2,946$706.5K0.2%−319−9.8%ReducedHistory
TGTTarget CorpStock4,618$688.3K0.2%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock1,988$614.1K0.2%00.0%UnchangedHistory
BRBroadridge Financial Solutions, Inc.Stock3,731$500.5K0.2%+2+0.1%AddedHistory
Vanguard Star FDS921909768VG TL INTL STK F9,330$482.5K0.2%+97+1.1%Added–
Vanguard Real Estate ETF922908553ETF5,533$456.3K0.1%+45+0.8%Added–
MCDMcDonalds CorpStock1,661$437.7K0.1%−50−2.9%ReducedHistory
NKENIKE, Inc.Stock3,480$407.2K0.1%+12+0.3%AddedHistory
TSLATesla, Inc.Stock2,694$331.8K0.1%00.0%UnchangedHistory
Vanguard Morningstar Growth ETF922908736ETF1,376$293.2K0.1%+3+0.2%Added–
SBUXStarbucks CorpStock2,652$263.1K0.1%+11+0.4%AddedHistory
AMATApplied Materials IncStock2,433$236.9K0.1%+2,192+909.5%AddedHistory
HDHome Depot, Inc.Stock745$235.3K0.1%−26−3.4%ReducedHistory
XOMExxonMobil Holdings CorpCOM2,082$229.6K0.1%00.0%UnchangedHistory
INTUIntuit Inc.Stock579$225.5K0.1%+1+0.2%AddedHistory
SOSouthern CoStock3,001$214.3K0.1%+13+0.4%AddedHistory
UNPUnion Pacific CorpStock969$200.7K0.1%00.0%UnchangedHistory
ACIAlbertsons Companies, Inc.COMMON STOCK9,510$197.2K0.1%00.0%UnchangedHistory
SRSpire IncCOM2,852$196.4K0.1%00.0%UnchangedHistory
CHDChurch & Dwight Co IncCOM2,400$193.5K0.1%00.0%UnchangedHistory
Schwab US Aggregate Bond ETF808524839ETF4,198$191.7K0.1%+31+0.7%Added–
PGProcter & Gamble CoStock1,122$170.1K0.1%−34−2.9%ReducedHistory
CVXChevron CorpStock937$168.2K0.1%+1+0.1%AddedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,840$166.5K0.1%+12+0.7%Added–
COSTCostco Wholesale CorpStock291$132.9K<0.1%00.0%UnchangedHistory
BABoeing CoStock684$130.3K<0.1%00.0%UnchangedHistory
INTCIntel CorpStock4,811$127.1K<0.1%−516−9.7%ReducedHistory
iShares Tr464287622RUS 1000 ETF547$115.2K<0.1%00.0%Unchanged–
SPYSPDR S&P 500 ETF TrustETF273$104.5K<0.1%−14−4.9%ReducedHistory
iShares Tr464287119MORNINGSTAR GRWT1,749$85.1K<0.1%00.0%Unchanged–
WYWeyerhaeuser CoCOM NEW2,694$83.5K<0.1%+14+0.5%AddedHistory
MSMorgan StanleyStock970$82.5K<0.1%+6+0.6%AddedHistory
BOHBank of Hawaii CorpCOM1,048$81.3K<0.1%+1+0.1%AddedHistory
WMTWalmart Inc.Stock554$78.6K<0.1%00.0%UnchangedHistory
Global X FDS37954Y624AUTONMOUS EV ETF3,823$76.0K<0.1%00.0%Unchanged–
AMZNAmazon Com IncStock902$75.8K<0.1%+81+9.9%AddedHistory
DISWalt Disney CoStock851$73.9K<0.1%00.0%UnchangedHistory
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF1,502$69.9K<0.1%+6+0.4%Added–
PEPPepsiCo IncStock382$69.1K<0.1%+1+0.3%AddedHistory
GOOGAlphabet Inc.Stock773$68.6K<0.1%00.0%UnchangedHistory
DHRDanaher CorpStock236$62.7K<0.1%00.0%UnchangedHistory
HEHawaiian Electric Industries IncCOM1,440$60.3K<0.1%00.0%UnchangedHistory
MMM3M CoStock496$59.5K<0.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock390$52.3K<0.1%00.0%UnchangedHistory
iShares Russell Midcap ETF464287499ETF766$51.7K<0.1%00.0%Unchanged–
State Street Health Care Select Sector SPDR ETF81369Y209ETF378$51.4K<0.1%00.0%Unchanged–
GOOGLAlphabet Inc.Stock559$49.3K<0.1%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock200$49.3K<0.1%00.0%UnchangedHistory
GLDSPDR Gold TrustETF285$48.3K<0.1%00.0%UnchangedHistory
RTXRTX CorpStock474$47.9K<0.1%00.0%UnchangedHistory
NWNNorthwest Natural Holding CoCOM982$46.7K<0.1%+4+0.4%AddedHistory
ABBVAbbVie Inc.Stock285$46.0K<0.1%+2+0.7%AddedHistory
AMPYAmplify Energy Corp.COM5,000$44.0K<0.1%00.0%UnchangedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT1,626$43.7K<0.1%+28+1.8%AddedHistory
iShares Tr464288703MRNING SM CP ETF831$43.3K<0.1%00.0%Unchanged–
NVDANVIDIA CorpStock294$43.0K<0.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock81$42.9K<0.1%00.0%UnchangedHistory
iShares S&P 500 Value ETF464287408ETF284$41.2K<0.1%+284New–
PFEPfizer IncStock801$41.0K<0.1%+5+0.6%AddedHistory
BDXBecton Dickinson & CoStock155$39.4K<0.1%00.0%UnchangedHistory
VVisa Inc.Stock189$39.3K<0.1%00.0%UnchangedHistory
MMacy's, Inc.COM1,895$39.1K<0.1%+17+0.9%AddedHistory
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH242$37.3K<0.1%00.0%Unchanged–
JNJJohnson & JohnsonStock210$37.0K<0.1%+1+0.5%AddedHistory
PAYXPaychex IncStock308$35.6K<0.1%+1+0.3%AddedHistory
TRVTravelers Companies, Inc.Stock185$34.7K<0.1%00.0%UnchangedHistory
AVAAvista CorpCOM768$34.0K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189H607OIL SERVICES ETF108$32.7K<0.1%+1+0.9%Added–
CATCaterpillar IncStock135$32.4K<0.1%00.0%UnchangedHistory
SLBSLB LimitedStock600$32.1K<0.1%00.0%UnchangedHistory
WCNWaste Connections, Inc.COM228$30.2K<0.1%00.0%UnchangedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF417$30.1K<0.1%00.0%Unchanged–
TMOThermo Fisher Scientific Inc.Stock54$29.7K<0.1%00.0%UnchangedHistory
AXPAmerican Express CoStock199$29.4K<0.1%00.0%UnchangedHistory
TDYTeledyne Technologies IncCOM68$27.2K<0.1%00.0%UnchangedHistory
iShares Tr464288760US AER DEF ETF228$25.5K<0.1%+1+0.4%Added–
WFCWells Fargo & CompanyStock597$24.6K<0.1%00.0%UnchangedHistory

Sold out since Q3 2022 (19)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Cedar Mountain Advisors, LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
iShares Tr46429B655FLTG RATE NT ETF995$50.0K<0.1%–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF737$26.0K<0.1%–
ECLEcolab Inc.Stock128$18.0K<0.1%History
MRKMerck & Co., Inc.Stock136$12.0K<0.1%History
JDJD.com, Inc.SPON ADS CL A135$7.00K<0.1%History
CPNGCoupang, Inc.CL A240$4.00K<0.1%History
WOOFPetco Health & Wellness Company, Inc.CL A COM394$4.00K<0.1%History
OXYOccidental Petroleum CorpStock50$3.00K<0.1%History
Vanguard Morningstar Mid-Cap Value ETF922908512ETF26$3.00K<0.1%–
iShares Tr46428743220 YR TR BD ETF31$3.00K<0.1%–
Schwab U.S. Large-Cap ETF808524201ETF45$2.00K<0.1%–
PPLIPeople IncCOM NEW45$2.00K<0.1%History
iShares Tr46434V647GLOBAL REIT ETF96$2.00K<0.1%–
ABAlliancebernstein Holding L.P.UNIT LTD PARTN62$2.00K<0.1%History
PAAPlains All American Pipeline LPUNIT LTD PARTN48$1.00K<0.1%History
CVETCovetrus, Inc.COM68$1.00K<0.1%History
OGNOrganon & Co.Stock13$00.0%History
RMORomeo Power, Inc.COM1,000$00.0%History
VMEOVimeo, Inc.COMMON STOCK63$00.0%History