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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
FCXFreeport-McMoran IncStock126$4.79K<0.1%00.0%UnchangedHistory
CHKPCheck Point Software Technologies LtdORD38$4.79K<0.1%00.0%UnchangedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF69$4.87K<0.1%00.0%Unchanged–
BEBloom Energy CorpCOM CL A259$4.95K<0.1%00.0%UnchangedHistory
PRUPrudential Financial IncStock51$5.07K<0.1%00.0%UnchangedHistory
DDominion Energy, IncStock83$5.09K<0.1%00.0%UnchangedHistory
COINCoinbase Global, Inc.COM CL A152$5.38K<0.1%00.0%UnchangedHistory
LEVILevi Strauss & CoCL A COM STK350$5.43K<0.1%+350NewHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD73$5.49K<0.1%−140−65.7%Reduced–
iShares Tips Bond ETF464287176ETF52$5.58K<0.1%00.0%Unchanged–
ETEnergy Transfer LPCOM UT LTD PTN494$5.86K<0.1%−64−11.5%ReducedHistory
TAT&T Inc.Stock327$6.02K<0.1%−24−6.8%ReducedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF83$6.17K<0.1%00.0%Unchanged–
TERTeradyne, IncStock71$6.20K<0.1%00.0%UnchangedHistory
NWLNewell Brands Inc.Stock475$6.21K<0.1%00.0%UnchangedHistory
XELXcel Energy IncStock89$6.24K<0.1%00.0%UnchangedHistory
HBIHanesbrands Inc.COM1,000$6.36K<0.1%+1,000NewHistory
CEGConstellation Energy CorpStock75$6.47K<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock100$6.48K<0.1%00.0%UnchangedHistory
NFLXNetflix IncStock22$6.49K<0.1%00.0%UnchangedHistory
UMCUnited Microelectronics CorpSPON ADR NEW1,000$6.53K<0.1%00.0%UnchangedHistory
KEYKeycorpCOM377$6.57K<0.1%00.0%UnchangedHistory
DGXQuest Diagnostics IncCOM42$6.57K<0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF53$6.59K<0.1%00.0%Unchanged–
OCOwens CorningStock78$6.65K<0.1%+12+18.2%AddedHistory
BTCYBiotricity Inc.Com15,000$6.72K<0.1%00.0%UnchangedHistory
DUKDuke Energy CORPStock67$6.90K<0.1%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock44$6.95K<0.1%00.0%UnchangedHistory
TFCTruist Financial CorpCOM163$7.01K<0.1%00.0%UnchangedHistory
iShares Tr464288307MRGSTR MD CP GRW132$7.11K<0.1%00.0%Unchanged–
NEENextera Energy IncStock87$7.27K<0.1%00.0%UnchangedHistory
GLWCorning IncCOM230$7.35K<0.1%00.0%UnchangedHistory
PCGPG&E CorpStock452$7.35K<0.1%−350−43.6%ReducedHistory
PANWPalo Alto Networks IncStock54$7.54K<0.1%00.0%UnchangedHistory
Schwab U.S. Small-Cap ETF808524607ETF194$7.86K<0.1%00.0%Unchanged–
CBChubb LtdStock36$7.94K<0.1%00.0%UnchangedHistory
ORCLOracle CorpStock102$8.31K<0.1%+1+1.0%AddedHistory
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM768$8.34K<0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock91$8.48K<0.1%00.0%UnchangedHistory
FDXFedEx CorpStock50$8.68K<0.1%00.0%UnchangedHistory
LMTLockheed Martin CorpStock18$8.76K<0.1%00.0%UnchangedHistory
TAKTakeda Pharmaceutical Co LtdADR573$8.94K<0.1%00.0%UnchangedHistory
HYTBlackRock Corporate High Yield Fund, Inc.COM1,023$8.94K<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock53$9.19K<0.1%+1+1.9%AddedHistory
ONCYOncolytics Biotech IncCOM NEW5,651$9.21K<0.1%00.0%UnchangedHistory
MKLMarkel Group Inc.COM7$9.22K<0.1%+7NewHistory
VZVerizon Communications IncStock237$9.34K<0.1%00.0%UnchangedHistory
CCICrown Castle Inc.REIT69$9.36K<0.1%00.0%UnchangedHistory
XMQualtrics International Inc.COM CL A905$9.39K<0.1%00.0%UnchangedHistory
EXCExelon CorpStock225$9.73K<0.1%00.0%UnchangedHistory
GDGeneral Dynamics CorpStock41$10.2K<0.1%00.0%UnchangedHistory
FST Tr New Opport MLP & Ene33739M100COM1,689$10.2K<0.1%00.0%Unchanged–
GFIGold Fields LtdSPONSORED ADR1,000$10.3K<0.1%00.0%UnchangedHistory
LINLinde PLCSHS32$10.4K<0.1%00.0%UnchangedHistory
GOODGladstone Commercial CorpCOM578$10.7K<0.1%+13+2.3%AddedHistory
TECKTeck Resources LtdCL B289$10.9K<0.1%+49+20.4%AddedHistory
TJXTJX Companies IncStock142$11.3K<0.1%00.0%UnchangedHistory
IPInternational Paper CoCOM327$11.3K<0.1%+4+1.2%AddedHistory
BMYBristol Myers Squibb CoStock158$11.4K<0.1%00.0%UnchangedHistory
Vanguard Short-Term Bond ETF921937827ETF154$11.6K<0.1%00.0%Unchanged–
Vanguard Mortgage-Backed Securities ETF92206C771ETF261$11.9K<0.1%00.0%Unchanged–
METMetlife IncStock169$12.2K<0.1%00.0%UnchangedHistory
COPConocoPhillipsStock105$12.4K<0.1%00.0%UnchangedHistory
First Trust Dow Jones Internet Index Fund33733E302ETF101$12.4K<0.1%00.0%Unchanged–
GEGeneral Electric CoStock151$12.7K<0.1%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW291$12.7K<0.1%00.0%UnchangedHistory
GRMNGarmin LtdSHS138$12.7K<0.1%+2+1.5%AddedHistory
iShares Tr4642886613 7 YR TREAS BD111$12.7K<0.1%−598−84.3%Reduced–
PXDPioneer Natural Resources CoCOM57$13.0K<0.1%00.0%UnchangedHistory
MOAltria Group, Inc.Stock285$13.0K<0.1%00.0%UnchangedHistory
IQVIQVIA Holdings Inc.Stock65$13.3K<0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock172$13.5K<0.1%00.0%UnchangedHistory
BLKBlackRock, Inc.COM19$13.5K<0.1%00.0%UnchangedHistory
PHKPIMCO High Income FundCOM SHS2,854$13.5K<0.1%00.0%UnchangedHistory
FISVFiserv IncStock134$13.5K<0.1%00.0%UnchangedHistory
AMGNAmgen IncStock52$13.7K<0.1%00.0%UnchangedHistory
ELEstee Lauder Companies IncCL A56$13.9K<0.1%00.0%UnchangedHistory
ALLAllstate CorpStock104$14.1K<0.1%00.0%UnchangedHistory
CARRCarrier Global CorpStock344$14.2K<0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock86$14.2K<0.1%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock314$14.3K<0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock302$14.4K<0.1%00.0%UnchangedHistory
State Street SPDR S&P Bank ETF78464A797ETF322$14.5K<0.1%−416−56.4%Reduced–
CRMSalesforce, Inc.Stock111$14.7K<0.1%00.0%UnchangedHistory
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUNDCOM2,740$14.8K<0.1%00.0%UnchangedHistory
ADIAnalog Devices IncStock91$14.9K<0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock106$15.0K<0.1%+1+1.0%AddedHistory
ProShares Bitcoin ETF74347G440ETF1,454$15.2K<0.1%00.0%Unchanged–
CICigna GroupStock47$15.6K<0.1%−23−32.9%ReducedHistory
ATIAti IncStock535$16.0K<0.1%00.0%UnchangedHistory
SIRISirius XM Holdings Inc.COM2,744$16.0K<0.1%00.0%UnchangedHistory
MORNMorningstar, Inc.COM76$16.4K<0.1%+1+1.3%AddedHistory
FTNTFortinet, Inc.Stock340$16.6K<0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock204$17.1K<0.1%00.0%UnchangedHistory
FFord Motor CoStock1,500$17.4K<0.1%00.0%UnchangedHistory
COFCapital One Financial CorpStock188$17.5K<0.1%00.0%UnchangedHistory
iShares Tr464287127MORNINGSTR US EQ346$18.2K<0.1%00.0%Unchanged–
ACNAccenture plcStock69$18.4K<0.1%00.0%UnchangedHistory
SHWSherwin Williams CoCOM78$18.5K<0.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock172$18.9K<0.1%+1+0.6%AddedHistory

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