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Livermore
Livermore
ZHEN

Cedar Mountain Advisors, LLC

SEC CIK
0001798986
Latest filing
Jul 2, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed Apr 16, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
349
+24 vs. Q4 2023
Portfolio value
$397.7M
+$28.2M (+7.6%) vs. Q4 2023
Filed
Apr 16, 2024
SEC
Holdings of Cedar Mountain Advisors, LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
State Street SPDR NYSE Technology ETF78464A102ETF0$1<0.1%0Unchanged–
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–
FUVArcimoto IncCOM NEW20$9<0.1%00.0%UnchangedHistory
XOSXos, Inc.COM1$10<0.1%+1NewHistory
AEGAegon Ltd.AMER REG 1 CERT2$12<0.1%00.0%UnchangedHistory
FABCFabric.AI, Inc.COM13$22<0.1%00.0%UnchangedHistory
OGNOrganon & Co.Stock2$38<0.1%+2NewHistory
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM1$55<0.1%00.0%Unchanged–
EADAllspring Income Opportunities FundINC OPPTY FD9$60<0.1%00.0%UnchangedHistory
ACBAurora Cannabis IncCOM14$60<0.1%+13+976.9%AddedConverted for a 1-for-10 splitHistory
QSQuantumScape CorpCOM CL A13$82<0.1%+13NewHistory
NKLANikola CorpCOM118$123<0.1%00.0%UnchangedHistory
OCGNOcugen, Inc.COM100$164<0.1%00.0%UnchangedHistory
HPEHewlett Packard Enterprise CoCOM10$173<0.1%00.0%UnchangedHistory
SLIStandard Lithium Ltd.COM150$177<0.1%+150NewHistory
HLNHaleon plcADR22$187<0.1%+22NewHistory
RBLXRoblox CorpStock5$191<0.1%+5NewHistory
SLVMSylvamo CorpCOMMON STOCK4$247<0.1%+4NewHistory
WTRGEssential Utilities, Inc.COM7$266<0.1%+1+16.7%AddedHistory
ROKRockwell Automation, IncStock1$291<0.1%00.0%UnchangedHistory
NOKNokia CorpSPONSORED ADR92$326<0.1%00.0%UnchangedHistory
EMBCEmbecta Corp.Stock31$411<0.1%00.0%UnchangedHistory
KDKyndryl Holdings, Inc.Stock20$435<0.1%00.0%UnchangedHistory
PLUGPlug Power IncStock156$537<0.1%00.0%UnchangedHistory
Barrick Gold Corp067901108COM33$549<0.1%+33New–
HFROHighland Opportunities & Income FundHIGHLAND INCOME82$576<0.1%00.0%UnchangedHistory
PIPRPiper Sandler CompaniesCOM3$595<0.1%00.0%UnchangedHistory
CASYCaseys General Stores IncCOM2$637<0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock13$649<0.1%00.0%UnchangedHistory
ALTMArcadium Lithium plcStock158$681<0.1%+158NewHistory
PTONPeloton Interactive, Inc.CL A COM165$707<0.1%00.0%UnchangedHistory
ROKURoku, IncCOM CL A11$717<0.1%+11NewHistory
WABWestinghouse Air Brake Technologies CorpStock5$728<0.1%00.0%UnchangedHistory
GSKGSK plcADR17$729<0.1%+17NewHistory
AIGAmerican International Group, Inc.Stock10$782<0.1%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR11$796<0.1%00.0%UnchangedHistory
LMNDLemonade, Inc.Stock50$821<0.1%00.0%UnchangedHistory
SNAPSnap IncStock74$850<0.1%00.0%UnchangedHistory
AEMAgnico Eagle Mines LtdStock15$883<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock5$902<0.1%00.0%UnchangedHistory
UECUranium Energy CorpCOM135$911<0.1%00.0%UnchangedHistory
MOAltria Group, Inc.Stock21$914<0.1%00.0%UnchangedHistory
WBDWarner Bros. Discovery, Inc.Stock108$943<0.1%+22+25.6%AddedHistory
AEPAmerican Electric Power Co IncStock11$947<0.1%00.0%UnchangedHistory
NIONIO Inc.ADR212$954<0.1%00.0%UnchangedHistory
PAASPan American Silver CorpStock63$957<0.1%00.0%UnchangedHistory
NEENextera Energy IncStock16$1.02K<0.1%+16NewHistory
Vanguard Morningstar Small-Cap ETF922908751ETF5$1.14K<0.1%00.0%Unchanged–
FVRRFiverr International Ltd.ORD SHS55$1.16K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F429PREFERRED SECURT66$1.17K<0.1%+66New–
CCitigroup IncStock20$1.26K<0.1%00.0%UnchangedHistory
NRGNRG Energy, Inc.Stock19$1.31K<0.1%00.0%UnchangedHistory
NEWPNew Pacific Metals CorpCOMMON STOCK981$1.31K<0.1%00.0%UnchangedHistory
LMTLockheed Martin CorpStock3$1.36K<0.1%00.0%UnchangedHistory
MPTMedical Properties Trust IncCOM295$1.39K<0.1%+295NewHistory
CFGCitizens Financial Group IncCOM39$1.42K<0.1%00.0%UnchangedHistory
First Tr Exchange Trad FD VI33739H101FST TR GLB FD60$1.42K<0.1%00.0%Unchanged–
Flexshares Tr33939L407MORNSTAR UPSTR35$1.44K<0.1%00.0%Unchanged–
DNNDenison Mines Corp.COM749$1.46K<0.1%00.0%UnchangedHistory
CLOVClover Health Investments, Corp.COM CL A2,000$1.59K<0.1%00.0%UnchangedHistory
AALAmerican Airlines Group Inc.Stock107$1.64K<0.1%00.0%UnchangedHistory
iShares Tr464288687PFD AND INCM SEC52$1.68K<0.1%+52New–
TILEInterface IncCOM100$1.68K<0.1%00.0%UnchangedHistory
TWSTTwist Bioscience CorpCOM50$1.72K<0.1%00.0%UnchangedHistory
FLNCFluence Energy, Inc.COM CL A100$1.73K<0.1%00.0%UnchangedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF24$1.81K<0.1%00.0%Unchanged–
CALYCallaway Golf CoCOM121$1.95K<0.1%00.0%UnchangedHistory
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF26$1.98K<0.1%00.0%Unchanged–
ProShares Tr74348A467S&P 500 DV ARIST20$2.03K<0.1%00.0%Unchanged–
PKSTPeakstone Realty TrustCommon Stock129$2.08K<0.1%00.0%UnchangedHistory
LCIDLucid Group, Inc.COM748$2.13K<0.1%−200−21.1%ReducedHistory
BALLBALL CorpCOM33$2.22K<0.1%+33NewHistory
ZZillow Group, Inc.CL C CAP STK47$2.29K<0.1%00.0%UnchangedHistory
Exchange Traded Concepts Tru301505707ROBO GLB ETF40$2.35K<0.1%00.0%Unchanged–
GTMZoomInfo Technologies Inc.Stock147$2.36K<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A821ST STR SP400GRW27$2.36K<0.1%00.0%Unchanged–
NSNuStar Energy L.P.UNIT COM102$2.37K<0.1%00.0%UnchangedHistory
EXKEndeavour Silver CorpCOM1,000$2.41K<0.1%00.0%UnchangedHistory
CMCSAComcast CorpStock56$2.43K<0.1%00.0%UnchangedHistory
TMToyota Motor CorpADS10$2.52K<0.1%+10NewHistory
CGCCanopy Growth CorpCOM NEW297$2.56K<0.1%00.0%UnchangedHistory
CRONCronos Group Inc.COM1,000$2.61K<0.1%00.0%UnchangedHistory
RRyder System IncCOM22$2.64K<0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock2$2.65K<0.1%00.0%UnchangedHistory
UALUnited Airlines Holdings, Inc.COM57$2.73K<0.1%00.0%UnchangedHistory
PDCOPatterson Companies, Inc.COM100$2.77K<0.1%+100NewHistory
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF28$2.78K<0.1%00.0%Unchanged–
Schwab U.S. Large-Cap Value ETF808524409ETF38$2.89K<0.1%00.0%Unchanged–
BEBloom Energy CorpCOM CL A259$2.91K<0.1%00.0%UnchangedHistory
Siren Nexgen Economy ETF829658202ETF103$2.92K<0.1%00.0%Unchanged–
GSGoldman Sachs Group IncStock7$2.92K<0.1%00.0%UnchangedHistory
COLBColumbia Banking System, Inc.COM153$2.96K<0.1%00.0%UnchangedHistory
WMWaste Management IncStock14$2.98K<0.1%+14NewHistory
MRKMerck & Co., Inc.Stock23$3.04K<0.1%+23NewHistory
SUNSunoco LPCOM UT REP LP53$3.19K<0.1%00.0%UnchangedHistory
UWMCUWM Holdings CorpCOM CL A450$3.27K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V142WATER RES ETF50$3.33K<0.1%+50New–
VLTOVeralto CorpStock38$3.37K<0.1%00.0%UnchangedHistory

Sold out since Q4 2023 (7)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Cedar Mountain Advisors, LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
USOUnited States Oil Fund, LPUNITS1,900$126.6K<0.1%History
Vanguard Mortgage-Backed Securities ETF92206C771ETF261$12.1K<0.1%–
First Trust Dow Jones Internet Index Fund33733E302ETF18$3.36K<0.1%–
LLoews CorpCOM27$1.88K<0.1%History
NSTGNS Wind Down Co., Inc.COM206$154<0.1%History
SOLOElectrameccanica Vehicles Corp.COM NEW120$40<0.1%History
UAVSAgEagle Aerial Systems Inc.COM7$1<0.1%History