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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
METAMeta Platforms, Inc.Stock157$18.9K<0.1%−271−63.3%ReducedHistory
BROSDutch Bros Inc.CL A676$19.1K<0.1%00.0%UnchangedHistory
HONHoneywell International IncCOM91$19.5K<0.1%00.0%UnchangedHistory
EAElectronic Arts Inc.COM162$19.8K<0.1%00.0%UnchangedHistory
EXASExact Sciences CorpCOM400$19.8K<0.1%00.0%UnchangedHistory
Vanguard Dividend Appreciation ETF921908844ETF133$20.2K<0.1%00.0%Unchanged–
ADBEAdobe Inc.Stock62$20.9K<0.1%00.0%UnchangedHistory
CWCurtiss Wright CorpStock128$21.4K<0.1%00.0%UnchangedHistory
NOGNorthern Oil & Gas, Inc.COM700$21.6K<0.1%00.0%UnchangedHistory
KMPRKEMPER CorpCOM500$24.6K<0.1%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock597$24.6K<0.1%00.0%UnchangedHistory
iShares Tr464288760US AER DEF ETF228$25.5K<0.1%+1+0.4%Added–
TDYTeledyne Technologies IncCOM68$27.2K<0.1%00.0%UnchangedHistory
AXPAmerican Express CoStock199$29.4K<0.1%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock54$29.7K<0.1%00.0%UnchangedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF417$30.1K<0.1%00.0%Unchanged–
WCNWaste Connections, Inc.COM228$30.2K<0.1%00.0%UnchangedHistory
SLBSLB LimitedStock600$32.1K<0.1%00.0%UnchangedHistory
CATCaterpillar IncStock135$32.4K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189H607OIL SERVICES ETF108$32.7K<0.1%+1+0.9%Added–
AVAAvista CorpCOM768$34.0K<0.1%00.0%UnchangedHistory
TRVTravelers Companies, Inc.Stock185$34.7K<0.1%00.0%UnchangedHistory
PAYXPaychex IncStock308$35.6K<0.1%+1+0.3%AddedHistory
JNJJohnson & JohnsonStock210$37.0K<0.1%+1+0.5%AddedHistory
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH242$37.3K<0.1%00.0%Unchanged–
MMacy's, Inc.COM1,895$39.1K<0.1%+17+0.9%AddedHistory
VVisa Inc.Stock189$39.3K<0.1%00.0%UnchangedHistory
BDXBecton Dickinson & CoStock155$39.4K<0.1%00.0%UnchangedHistory
PFEPfizer IncStock801$41.0K<0.1%+5+0.6%AddedHistory
iShares S&P 500 Value ETF464287408ETF284$41.2K<0.1%+284New–
UNHUnitedHealth Group IncStock81$42.9K<0.1%00.0%UnchangedHistory
NVDANVIDIA CorpStock294$43.0K<0.1%00.0%UnchangedHistory
iShares Tr464288703MRNING SM CP ETF831$43.3K<0.1%00.0%Unchanged–
WESWestern Midstream Partners, LPCOM UNIT LP INT1,626$43.7K<0.1%+28+1.8%AddedHistory
AMPYAmplify Energy Corp.COM5,000$44.0K<0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock285$46.0K<0.1%+2+0.7%AddedHistory
NWNNorthwest Natural Holding CoCOM982$46.7K<0.1%+4+0.4%AddedHistory
RTXRTX CorpStock474$47.9K<0.1%00.0%UnchangedHistory
GLDSPDR Gold TrustETF285$48.3K<0.1%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock200$49.3K<0.1%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock559$49.3K<0.1%00.0%UnchangedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF378$51.4K<0.1%00.0%Unchanged–
iShares Russell Midcap ETF464287499ETF766$51.7K<0.1%00.0%Unchanged–
JPMJPMorgan Chase & CoStock390$52.3K<0.1%00.0%UnchangedHistory
MMM3M CoStock496$59.5K<0.1%00.0%UnchangedHistory
HEHawaiian Electric Industries IncCOM1,440$60.3K<0.1%00.0%UnchangedHistory
DHRDanaher CorpStock236$62.7K<0.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock773$68.6K<0.1%00.0%UnchangedHistory
PEPPepsiCo IncStock382$69.1K<0.1%+1+0.3%AddedHistory
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF1,502$69.9K<0.1%+6+0.4%Added–
DISWalt Disney CoStock851$73.9K<0.1%00.0%UnchangedHistory
AMZNAmazon Com IncStock902$75.8K<0.1%+81+9.9%AddedHistory
Global X FDS37954Y624AUTONMOUS EV ETF3,823$76.0K<0.1%00.0%Unchanged–
WMTWalmart Inc.Stock554$78.6K<0.1%00.0%UnchangedHistory
BOHBank of Hawaii CorpCOM1,048$81.3K<0.1%+1+0.1%AddedHistory
MSMorgan StanleyStock970$82.5K<0.1%+6+0.6%AddedHistory
WYWeyerhaeuser CoCOM NEW2,694$83.5K<0.1%+14+0.5%AddedHistory
iShares Tr464287119MORNINGSTAR GRWT1,749$85.1K<0.1%00.0%Unchanged–
SPYSPDR S&P 500 ETF TrustETF273$104.5K<0.1%−14−4.9%ReducedHistory
iShares Tr464287622RUS 1000 ETF547$115.2K<0.1%00.0%Unchanged–
INTCIntel CorpStock4,811$127.1K<0.1%−516−9.7%ReducedHistory
BABoeing CoStock684$130.3K<0.1%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock291$132.9K<0.1%00.0%UnchangedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,840$166.5K0.1%+12+0.7%Added–
CVXChevron CorpStock937$168.2K0.1%+1+0.1%AddedHistory
PGProcter & Gamble CoStock1,122$170.1K0.1%−34−2.9%ReducedHistory
Schwab US Aggregate Bond ETF808524839ETF4,198$191.7K0.1%+31+0.7%Added–
CHDChurch & Dwight Co IncCOM2,400$193.5K0.1%00.0%UnchangedHistory
SRSpire IncCOM2,852$196.4K0.1%00.0%UnchangedHistory
ACIAlbertsons Companies, Inc.COMMON STOCK9,510$197.2K0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock969$200.7K0.1%00.0%UnchangedHistory
SOSouthern CoStock3,001$214.3K0.1%+13+0.4%AddedHistory
INTUIntuit Inc.Stock579$225.5K0.1%+1+0.2%AddedHistory
XOMExxonMobil Holdings CorpCOM2,082$229.6K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock745$235.3K0.1%−26−3.4%ReducedHistory
AMATApplied Materials IncStock2,433$236.9K0.1%+2,192+909.5%AddedHistory
SBUXStarbucks CorpStock2,652$263.1K0.1%+11+0.4%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF1,376$293.2K0.1%+3+0.2%Added–
TSLATesla, Inc.Stock2,694$331.8K0.1%00.0%UnchangedHistory
NKENIKE, Inc.Stock3,480$407.2K0.1%+12+0.3%AddedHistory
MCDMcDonalds CorpStock1,661$437.7K0.1%−50−2.9%ReducedHistory
Vanguard Real Estate ETF922908553ETF5,533$456.3K0.1%+45+0.8%Added–
Vanguard Star FDS921909768VG TL INTL STK F9,330$482.5K0.2%+97+1.1%Added–
BRBroadridge Financial Solutions, Inc.Stock3,731$500.5K0.2%+2+0.1%AddedHistory
BRK.BBerkshire Hathaway IncStock1,988$614.1K0.2%00.0%UnchangedHistory
TGTTarget CorpStock4,618$688.3K0.2%00.0%UnchangedHistory
MSFTMicrosoft CorpStock2,946$706.5K0.2%−319−9.8%ReducedHistory
iShares Russell 2000 ETF464287655ETF5,177$902.7K0.3%00.0%Unchanged–
AAPLApple Inc.Stock9,845$1.28M0.4%−59−0.6%ReducedHistory
CSXCSX CorpStock63,183$1.96M0.6%00.0%UnchangedHistory
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF20,879$2.06M0.6%−20.0%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF30,924$2.31M0.7%−21−0.1%Reduced–
Schwab Strategic Tr808524862SHT TM US TRES57,059$2.75M0.9%+57,059New–
Vanguard Health Care ETF92204A504ETF12,237$3.04M1.0%−30−0.2%Reduced–
ADPAutomatic Data Processing IncStock13,299$3.18M1.0%−30.0%ReducedHistory
iShares Tr46435U861CORE DIVID ETF85,992$3.23M1.0%+647+0.8%Added–
Vanguard Whitehall FDS921946794INTL HIGH ETF93,073$5.54M1.7%+29,891+47.3%Added–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW283,287$7.24M2.3%+8,537+3.1%Added–
Invesco S&P 500 Quality ETF46137V241ETF170,839$7.52M2.4%+523+0.3%Added–
Vanguard Morningstar Value ETF922908744ETF62,233$8.74M2.7%−1,188−1.9%Reduced–

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