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Livermore
Livermore
ZHEN

Cedar Mountain Advisors, LLC

SEC CIK
0001798986
Latest filing
Jul 2, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed Apr 11, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
300
−10 vs. Q4 2022
Portfolio value
$332.3M
+$13.6M (+4.3%) vs. Q4 2022
Filed
Apr 11, 2023
SEC
Holdings of Cedar Mountain Advisors, LLC in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr464288638ISHS 5-10YR INVT0$1<0.1%0Unchanged–
iShares Core High Dividend ETF46429B663ETF0$2<0.1%0Unchanged–
Vanguard Total Bond Market ETF921937835ETF0$2<0.1%0Unchanged–
UAVSAgEagle Aerial Systems Inc.COM7$3<0.1%00.0%UnchangedHistory
AEGAegon Ltd.NY REGISTRY SHS2$9<0.1%00.0%UnchangedHistory
ACBAurora Cannabis IncCOM13$9<0.1%00.0%UnchangedHistory
FUVArcimoto IncCOM NEW20$28<0.1%00.0%UnchangedHistory
FABCFabric.AI, Inc.COM100$55<0.1%00.0%UnchangedHistory
EADAllspring Income Opportunities FundINC OPPTY FD9$57<0.1%00.0%UnchangedHistory
SOLOElectrameccanica Vehicles Corp.COM NEW120$62<0.1%00.0%UnchangedHistory
TRVNTrevena IncCOM NEW91$64<0.1%00.0%UnchangedHistory
Schwab International Equity ETF808524805ETF2$70<0.1%00.0%Unchanged–
OCGNOcugen, Inc.COM100$85<0.1%00.0%UnchangedHistory
WTRGEssential Utilities, Inc.COM2$86<0.1%+1+100.0%AddedHistory
CRNCCerence Inc.COM4$112<0.1%00.0%UnchangedHistory
NKLANikola CorpCOM118$143<0.1%00.0%UnchangedHistory
TXMDTherapeuticsMD, Inc.COM NEW40$150<0.1%+40NewHistory
HPEHewlett Packard Enterprise CoCOM9$151<0.1%00.0%UnchangedHistory
KDKyndryl Holdings, Inc.Stock20$295<0.1%00.0%UnchangedHistory
UECUranium Energy CorpCOM135$389<0.1%00.0%UnchangedHistory
NOKNokia CorpSPONSORED ADR92$452<0.1%00.0%UnchangedHistory
CGCCanopy Growth CorpCOM270$473<0.1%00.0%UnchangedHistory
AIGAmerican International Group, Inc.Stock10$504<0.1%00.0%UnchangedHistory
WABWestinghouse Air Brake Technologies CorpStock5$505<0.1%00.0%UnchangedHistory
NRGNRG Energy, Inc.Stock19$643<0.1%00.0%UnchangedHistory
LMNDLemonade, Inc.Stock50$713<0.1%00.0%UnchangedHistory
HFROHighland Opportunities & Income FundHIGHLAND INCOME82$721<0.1%00.0%UnchangedHistory
TWSTTwist Bioscience CorpCOM50$754<0.1%00.0%UnchangedHistory
TILEInterface IncCOM100$812<0.1%00.0%UnchangedHistory
DNNDenison Mines Corp.COM749$816<0.1%00.0%UnchangedHistory
SNAPSnap IncStock74$830<0.1%00.0%UnchangedHistory
EMBCEmbecta Corp.Stock31$872<0.1%00.0%UnchangedHistory
CCitigroup IncStock20$938<0.1%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF5$948<0.1%00.0%Unchanged–
PMPhilip Morris International Inc.Stock10$973<0.1%+10NewHistory
DEODiageo PLCSPON ADR NEW6$1.09K<0.1%+6NewHistory
BABAAlibaba Group Holding LtdADR11$1.12K<0.1%00.0%UnchangedHistory
WBDWarner Bros. Discovery, Inc.Stock75$1.13K<0.1%00.0%UnchangedHistory
MDLZMondelez International, Inc.Stock19$1.32K<0.1%+19NewHistory
LLoews CorpCOM27$1.57K<0.1%00.0%UnchangedHistory
AALAmerican Airlines Group Inc.Stock107$1.58K<0.1%00.0%UnchangedHistory
NSNuStar Energy L.P.UNIT COM102$1.59K<0.1%00.0%UnchangedHistory
LCIDLucid Group, Inc.COM203$1.63K<0.1%00.0%UnchangedHistory
CLOVClover Health Investments, Corp.COM CL A2,000$1.69K<0.1%00.0%UnchangedHistory
PLUGPlug Power IncStock156$1.83K<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A821ST STR SP400GRW27$1.85K<0.1%00.0%Unchanged–
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF28$1.85K<0.1%00.0%Unchanged–
CMCSAComcast CorpStock49$1.85K<0.1%+24+96.0%AddedHistory
PTONPeloton Interactive, Inc.CL A COM165$1.87K<0.1%00.0%UnchangedHistory
FVRRFiverr International Ltd.ORD SHS55$1.92K<0.1%00.0%UnchangedHistory
CRONCronos Group Inc.COM1,000$1.94K<0.1%00.0%UnchangedHistory
PPLIPeople IncCOM NEW38$1.96K<0.1%+38NewHistory
RRyder System IncCOM22$1.96K<0.1%00.0%UnchangedHistory
FLNCFluence Energy, Inc.COM CL A100$2.02K<0.1%00.0%UnchangedHistory
NSTGNS Wind Down Co., Inc.COM206$2.04K<0.1%00.0%UnchangedHistory
ZZillow Group, Inc.CL C CAP STK47$2.09K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF28$2.13K<0.1%00.0%Unchanged–
Siren Nexgen Economy ETF829658202ETF103$2.20K<0.1%00.0%Unchanged–
UWMCUWM Holdings CorpCOM CL A450$2.21K<0.1%00.0%UnchangedHistory
NIONIO Inc.ADR212$2.23K<0.1%00.0%UnchangedHistory
GAPGap IncCOM225$2.26K<0.1%+225NewHistory
GSGoldman Sachs Group IncStock7$2.29K<0.1%+2+40.0%AddedHistory
SUNSunoco LPCOM UT REP LP53$2.33K<0.1%00.0%UnchangedHistory
Yamana Gold Inc98462Y100COM404$2.36K<0.1%00.0%Unchanged–
UALUnited Airlines Holdings, Inc.COM57$2.52K<0.1%00.0%UnchangedHistory
XUnited States Steel CorpCOM99$2.58K<0.1%00.0%UnchangedHistory
CALYCallaway Golf CoCOM121$2.61K<0.1%00.0%UnchangedHistory
NEWPNew Pacific Metals CorpCOMMON STOCK981$2.64K<0.1%00.0%UnchangedHistory
First Trust Dow Jones Internet Index Fund33733E302ETF18$2.66K<0.1%−83−82.2%Reduced–
Schwab U.S. Large-Cap Value ETF808524409ETF41$2.69K<0.1%00.0%Unchanged–
LASRNlight, Inc.COM282$2.87K<0.1%00.0%UnchangedHistory
EYPTEyePoint, Inc.COM NEW1,000$2.94K<0.1%00.0%UnchangedHistory
DALDelta Air Lines, Inc.COM NEW90$3.14K<0.1%00.0%UnchangedHistory
ATVIActivision Blizzard, Inc.COM38$3.25K<0.1%00.0%UnchangedHistory
RSGRepublic Services, Inc.COM25$3.38K<0.1%+25NewHistory
Vanguard Ftse Emerging Markets ETF922042858ETF89$3.60K<0.1%00.0%Unchanged–
GTMZoomInfo Technologies Inc.Stock147$3.63K<0.1%00.0%UnchangedHistory
SLViShares Silver TrustETF170$3.76K<0.1%00.0%UnchangedHistory
Amplify Blockchain Technology ETF032108607ETF196$3.80K<0.1%00.0%Unchanged–
EXKEndeavour Silver CorpCOM1,000$3.88K<0.1%00.0%UnchangedHistory
BACBank of America CorpStock137$3.92K<0.1%00.0%UnchangedHistory
GEHCGE HealthCare Technologies Inc.Stock50$4.10K<0.1%+50NewHistory
EBAYeBay IncCOM94$4.17K<0.1%00.0%UnchangedHistory
PSXPhillips 66Stock42$4.26K<0.1%00.0%UnchangedHistory
ARGOArgo Group International Holdings, Inc.COM146$4.28K<0.1%00.0%UnchangedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF66$4.30K<0.1%00.0%Unchanged–
DARDarling Ingredients Inc.COM74$4.32K<0.1%00.0%UnchangedHistory
AKRAcadia Realty TrustCOM SH BEN INT318$4.44K<0.1%+4+1.3%AddedHistory
DGXQuest Diagnostics IncCOM32$4.53K<0.1%−10−23.8%ReducedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF69$4.67K<0.1%00.0%Unchanged–
TREXTrex Co IncCOM96$4.67K<0.1%00.0%UnchangedHistory
COLMColumbia Sportswear CoCOM52$4.70K<0.1%00.0%UnchangedHistory
First Trust Indxx Innovative Transaction & Process ETF33741X201ETF128$4.76K<0.1%+1+0.8%Added–
AUAngloGold Ashanti PLCSPONSORED ADR200$4.84K<0.1%00.0%UnchangedHistory
BYNDBeyond Meat, Inc.COM300$4.87K<0.1%00.0%UnchangedHistory
CHKPCheck Point Software Technologies LtdORD38$4.94K<0.1%00.0%UnchangedHistory
Schwab U.S. Broad Market ETF808524102ETF104$5.00K<0.1%00.0%Unchanged–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF34$5.08K<0.1%00.0%Unchanged–
FCXFreeport-McMoran IncStock126$5.16K<0.1%00.0%UnchangedHistory
BEBloom Energy CorpCOM CL A259$5.16K<0.1%00.0%UnchangedHistory

Sold out since Q4 2022 (28)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Cedar Mountain Advisors, LLC sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
AMPYAmplify Energy Corp.COM5,000$44.0K<0.1%History
iShares S&P 500 Value ETF464287408ETF284$41.2K<0.1%–
iShares MSCI USA Min Vol Factor ETF46429B697ETF417$30.1K<0.1%–
CSCOCisco Systems, Inc.Stock302$14.4K<0.1%History
METMetlife IncStock169$12.2K<0.1%History
GOODGladstone Commercial CorpCOM578$10.7K<0.1%History
GDGeneral Dynamics CorpStock41$10.2K<0.1%History
LMTLockheed Martin CorpStock18$8.76K<0.1%History
CVSCVS Health CorpStock91$8.48K<0.1%History
NEENextera Energy IncStock87$7.27K<0.1%History
TFCTruist Financial CorpCOM163$7.01K<0.1%History
PNCPNC Financial Services Group, Inc.Stock44$6.95K<0.1%History
DUKDuke Energy CORPStock67$6.90K<0.1%History
KEYKeycorpCOM377$6.57K<0.1%History
XELXcel Energy IncStock89$6.24K<0.1%History
DDominion Energy, IncStock83$5.09K<0.1%History
PRUPrudential Financial IncStock51$5.07K<0.1%History
COUPCoupa Software IncCOM50$3.96K<0.1%History
AEMAgnico Eagle Mines LtdStock71$3.69K<0.1%History
WATTEnergous CorpCOM450$376<0.1%History
EUOProShares Trust IIULTRASHRT EURO10$295<0.1%History
NEOGNeogen CorpCOM13$198<0.1%History
FSMFortuna Mining Corp.COM50$188<0.1%History
GLDGGoldMining Inc.COM150$170<0.1%History
ASMAvino Silver & Gold Mines LtdCOM130$88<0.1%History
PPTAPerpetua Resources Corp.COM23$67<0.1%History
FURYFury Gold Mines LtdCOM143$61<0.1%History
Excellon Res Inc30069C801COM120$38<0.1%–