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Livermore
Livermore
ZHEN

Cedar Mountain Advisors, LLC

SEC CIK
0001798986
Latest filing
Jul 2, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Oct 23, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
313
+8 vs. Q2 2023
Portfolio value
$339.2M
−$10.9M (−3.1%) vs. Q2 2023
Filed
Oct 23, 2023
SEC
Holdings of Cedar Mountain Advisors, LLC in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
PSXPhillips 66Stock42$5.05K<0.1%00.0%UnchangedHistory
CHKPCheck Point Software Technologies LtdORD38$5.07K<0.1%00.0%UnchangedHistory
Schwab U.S. Broad Market ETF808524102ETF105$5.24K<0.1%00.0%Unchanged–
Vanguard Short-Term Bond ETF921937827ETF70$5.26K<0.1%00.0%Unchanged–
LCIDLucid Group, Inc.COM948$5.30K<0.1%+745+367.0%AddedHistory
BTCYBiotricity Inc.COM NEW2,501$5.35K<0.1%+2,501NewHistory
MRVLMarvell Technology, Inc.COM100$5.41K<0.1%+100NewHistory
GFIGold Fields LtdSPONSORED ADR500$5.43K<0.1%00.0%UnchangedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF34$5.47K<0.1%00.0%Unchanged–
VLTOVeralto CorpStock65$5.50K<0.1%+65NewHistory
iShares Tips Bond ETF464287176ETF53$5.54K<0.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD74$5.60K<0.1%00.0%Unchanged–
PLTRPalantir Technologies Inc.Stock350$5.60K<0.1%+350NewHistory
TAT&T Inc.Stock390$5.86K<0.1%+6+1.6%AddedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF83$6.00K<0.1%00.0%Unchanged–
CCICrown Castle Inc.REIT69$6.35K<0.1%00.0%UnchangedHistory
GLWCorning IncCOM230$7.01K<0.1%00.0%UnchangedHistory
UMCUnited Microelectronics CorpSPON ADR NEW1,000$7.06K<0.1%00.0%UnchangedHistory
TERTeradyne, IncStock71$7.13K<0.1%00.0%UnchangedHistory
PCGPG&E CorpStock452$7.29K<0.1%00.0%UnchangedHistory
ETEnergy Transfer LPCOM UT LTD PTN530$7.43K<0.1%+12+2.3%AddedHistory
CBChubb LtdStock36$7.49K<0.1%00.0%UnchangedHistory
MRNAModerna, Inc.Stock73$7.54K<0.1%+73NewHistory
iShares Tr464288307MRGSTR MD CP GRW132$7.54K<0.1%00.0%Unchanged–
iShares Tr464287549EXPND TEC SC ETF20$7.64K<0.1%+20New–
HYFMHydrofarm Holdings Group, Inc.COM6,410$7.82K<0.1%+6,410NewHistory
Schwab U.S. Small-Cap ETF808524607ETF192$7.95K<0.1%−2−1.0%Reduced–
EYPTEyePoint, Inc.COM NEW1,000$7.99K<0.1%00.0%UnchangedHistory
REXRRexford Industrial Realty, Inc.COM163$8.04K<0.1%00.0%UnchangedHistory
CEGConstellation Energy CorpStock75$8.18K<0.1%00.0%UnchangedHistory
NFLXNetflix IncStock22$8.31K<0.1%00.0%UnchangedHistory
EXCExelon CorpStock225$8.50K<0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF53$8.69K<0.1%00.0%Unchanged–
HYTBlackRock Corporate High Yield Fund, Inc.COM1,023$8.83K<0.1%00.0%UnchangedHistory
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM768$8.86K<0.1%00.0%UnchangedHistory
TREXTrex Co IncCOM146$9.00K<0.1%+50+52.1%AddedHistory
ELEstee Lauder Companies IncCL A64$9.25K<0.1%+8+14.3%AddedHistory
SPGIS&P Global Inc.Stock26$9.50K<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock65$10.2K<0.1%00.0%UnchangedHistory
MKLMarkel Group Inc.COM7$10.3K<0.1%00.0%UnchangedHistory
MGMMGM Resorts InternationalStock287$10.6K<0.1%+287NewHistory
FST Tr New Opport MLP & Ene33739M100COM1,689$10.6K<0.1%00.0%Unchanged–
Vanguard Morningstar Mid-Cap ETF922908629ETF51$10.6K<0.1%00.0%Unchanged–
ORCLOracle CorpStock103$10.9K<0.1%+1+1.0%AddedHistory
Vanguard Mortgage-Backed Securities ETF92206C771ETF261$11.4K<0.1%00.0%Unchanged–
ALLAllstate CorpStock104$11.6K<0.1%00.0%UnchangedHistory
LINLinde PLCStock32$11.9K<0.1%00.0%UnchangedHistory
IPInternational Paper CoCOM340$12.1K<0.1%+4+1.2%AddedHistory
State Street SPDR S&P Bank ETF78464A797ETF330$12.2K<0.1%+3+0.9%Added–
BLKBlackRock, Inc.COM19$12.3K<0.1%00.0%UnchangedHistory
ONCYOncolytics Biotech IncCOM NEW5,651$12.3K<0.1%00.0%UnchangedHistory
RIVNRivian Automotive, Inc.Stock508$12.3K<0.1%00.0%UnchangedHistory
SIRISirius XM Holdings Inc.COM2,744$12.4K<0.1%00.0%UnchangedHistory
iShares Tr4642886613 7 YR TREAS BD110$12.5K<0.1%−1−0.9%Reduced–
PHKPIMCO High Income FundCOM SHS2,854$12.6K<0.1%00.0%UnchangedHistory
TJXTJX Companies IncStock142$12.6K<0.1%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock54$12.7K<0.1%00.0%UnchangedHistory
IQVIQVIA Holdings Inc.Stock65$12.8K<0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock204$13.1K<0.1%00.0%UnchangedHistory
PXDPioneer Natural Resources CoCOM57$13.1K<0.1%00.0%UnchangedHistory
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUNDCOM2,740$13.4K<0.1%00.0%UnchangedHistory
CICigna GroupStock47$13.4K<0.1%00.0%UnchangedHistory
FDXFedEx CorpStock51$13.5K<0.1%00.0%UnchangedHistory
SPGSimon Property Group Inc.REIT125$13.5K<0.1%+125NewHistory
COPConocoPhillipsStock114$13.7K<0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock86$13.7K<0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock235$13.7K<0.1%+235NewHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF65$13.8K<0.1%−19−22.6%Reduced–
OTISOtis Worldwide CorpStock172$13.8K<0.1%00.0%UnchangedHistory
TECKTeck Resources LtdCL B322$13.9K<0.1%00.0%UnchangedHistory
AMGNAmgen IncStock52$14.0K<0.1%00.0%UnchangedHistory
OCOwens CorningStock103$14.1K<0.1%−13−11.2%ReducedHistory
SNOWSnowflake Inc.Stock93$14.2K<0.1%+93NewHistory
GRMNGarmin LtdSHS141$14.8K<0.1%+1+0.7%AddedHistory
FISVFiserv IncStock134$15.1K<0.1%00.0%UnchangedHistory
COINCoinbase Global, Inc.COM CL A202$15.2K<0.1%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock44$15.3K<0.1%+44NewHistory
IBMInternational Business Machines CorpStock110$15.5K<0.1%+1+0.9%AddedHistory
STWDStarwood Property Trust, Inc.COM800$15.5K<0.1%+800NewHistory
PRUPrudential Financial IncStock165$15.7K<0.1%+165NewHistory
ADIAnalog Devices IncStock91$15.9K<0.1%00.0%UnchangedHistory
LLYEli Lilly & CoStock30$16.1K<0.1%+30NewHistory
CRHCRH Public Ltd CoORD295$16.1K<0.1%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock389$16.6K<0.1%00.0%UnchangedHistory
TRINTrinity Capital Inc.COM1,200$16.7K<0.1%+1,200NewHistory
HONHoneywell International IncCOM91$16.8K<0.1%00.0%UnchangedHistory
GEGeneral Electric CoStock156$17.2K<0.1%00.0%UnchangedHistory
MORNMorningstar, Inc.COM76$17.8K<0.1%00.0%UnchangedHistory
VTRSViatris IncStock1,822$18.0K<0.1%+1+0.1%AddedHistory
GNRCGenerac Holdings Inc.Stock170$18.5K<0.1%+170NewHistory
FFord Motor CoStock1,500$18.6K<0.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock196$18.9K<0.1%+1+0.5%AddedHistory
TRVTravelers Companies, Inc.Stock116$18.9K<0.1%−69−37.3%ReducedHistory
CARRCarrier Global CorpStock345$19.1K<0.1%00.0%UnchangedHistory
SHWSherwin Williams CoCOM78$19.9K<0.1%00.0%UnchangedHistory
FTNTFortinet, Inc.Stock340$20.0K<0.1%00.0%UnchangedHistory
iShares Tr464287127MORNINGSTR US EQ346$20.4K<0.1%00.0%Unchanged–
KMPRKEMPER CorpCOM500$21.0K<0.1%00.0%UnchangedHistory
ProShares Bitcoin ETF74347G440ETF1,528$21.1K<0.1%+31+2.1%Added–
SCHWSchwab Charles CorpStock392$21.5K<0.1%+1+0.3%AddedHistory

Sold out since Q2 2023 (16)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Cedar Mountain Advisors, LLC sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
HEHawaiian Electric Industries IncCOM1,440$52.1K<0.1%History
BOHBank of Hawaii CorpCOM1,051$43.4K<0.1%History
SLBSLB LimitedStock600$29.5K<0.1%History
USOUnited States Oil Fund, LPUNITS400$25.4K<0.1%History
EAElectronic Arts Inc.COM162$21.0K<0.1%History
VLOValero Energy CorpStock90$10.6K<0.1%History
BMYBristol Myers Squibb CoStock158$10.1K<0.1%History
TAKTakeda Pharmaceutical Co LtdADR573$9.00K<0.1%History
NVSNovartis AGADR70$7.06K<0.1%History
NWLNewell Brands Inc.Stock475$4.13K<0.1%History
Vanguard High Dividend Yield Index ETF921946406ETF33$3.50K<0.1%–
GAPGap IncCOM225$2.01K<0.1%History
TXMDTherapeuticsMD, Inc.COM NEW40$165<0.1%History
CRNCCerence Inc.COM4$117<0.1%History
Schwab International Equity ETF808524805ETF2$71<0.1%–
AEGAegon Ltd.NY REGISTRY SHS2$10<0.1%History