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Livermore
Livermore
ZHEN

Cedar Mountain Advisors, LLC

SEC CIK
0001798986
Latest filing
Jul 2, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Jul 11, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
341
−8 vs. Q1 2024
Portfolio value
$405.0M
+$7.31M (+1.8%) vs. Q1 2024
Filed
Jul 11, 2024
SEC
Holdings of Cedar Mountain Advisors, LLC in Q2 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–
NXUNxu, Inc.CL A NEW17$6<0.1%+17NewHistory
XOSXos, Inc.COM1$7<0.1%00.0%UnchangedHistory
FABCFabric.AI, Inc.COM13$10<0.1%00.0%UnchangedHistory
AEGAegon Ltd.AMER REG 1 CERT2$12<0.1%00.0%UnchangedHistory
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM1$52<0.1%00.0%Unchanged–
EADAllspring Income Opportunities FundINC OPPTY FD9$60<0.1%00.0%UnchangedHistory
ACBAurora Cannabis IncCOM14$63<0.1%00.0%UnchangedHistory
QSQuantumScape CorpCOM CL A13$64<0.1%00.0%UnchangedHistory
OGNOrganon & Co.Stock6$124<0.1%+4+200.0%AddedHistory
OCGNOcugen, Inc.COM100$155<0.1%00.0%UnchangedHistory
HLNHaleon plcADR22$182<0.1%00.0%UnchangedHistory
RBLXRoblox CorpStock5$186<0.1%00.0%UnchangedHistory
SLIStandard Lithium Ltd.COM150$188<0.1%00.0%UnchangedHistory
HPEHewlett Packard Enterprise CoCOM10$208<0.1%00.0%UnchangedHistory
WBDWarner Bros. Discovery, Inc.Stock33$246<0.1%−75−69.4%ReducedHistory
SLVMSylvamo CorpCOMMON STOCK4$274<0.1%00.0%UnchangedHistory
ROKRockwell Automation, IncStock1$275<0.1%00.0%UnchangedHistory
WTRGEssential Utilities, Inc.COM9$317<0.1%+2+28.6%AddedHistory
NOKNokia CorpSPONSORED ADR92$348<0.1%00.0%UnchangedHistory
PLUGPlug Power IncStock156$363<0.1%00.0%UnchangedHistory
EMBCEmbecta Corp.Stock31$388<0.1%00.0%UnchangedHistory
HFROHighland Opportunities & Income FundHIGHLAND INCOME82$513<0.1%00.0%UnchangedHistory
ALTMArcadium Lithium plcStock158$531<0.1%00.0%UnchangedHistory
Barrick Gold Corp067901108COM33$550<0.1%00.0%Unchanged–
PTONPeloton Interactive, Inc.CL A COM165$558<0.1%00.0%UnchangedHistory
FVRRFiverr International Ltd.ORD SHS25$586<0.1%−30−54.5%ReducedHistory
GSKGSK plcADR17$655<0.1%00.0%UnchangedHistory
ROKURoku, IncCOM CL A11$659<0.1%00.0%UnchangedHistory
PIPRPiper Sandler CompaniesCOM3$691<0.1%00.0%UnchangedHistory
AIGAmerican International Group, Inc.Stock10$742<0.1%00.0%UnchangedHistory
CASYCaseys General Stores IncCOM2$763<0.1%00.0%UnchangedHistory
WABWestinghouse Air Brake Technologies CorpStock5$790<0.1%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR11$792<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock5$811<0.1%00.0%UnchangedHistory
UECUranium Energy CorpCOM135$811<0.1%00.0%UnchangedHistory
NIONIO Inc.ADR212$882<0.1%00.0%UnchangedHistory
HEHawaiian Electric Industries IncCOM100$902<0.1%+100NewHistory
CMCSAComcast CorpStock24$940<0.1%−32−57.1%ReducedHistory
MOAltria Group, Inc.Stock21$960<0.1%00.0%UnchangedHistory
AEMAgnico Eagle Mines LtdStock15$969<0.1%00.0%UnchangedHistory
NKLANikola CorpCOM NEW120$983<0.1%+116+2,950.8%AddedConverted for a 1-for-30 splitHistory
Vanguard Morningstar Small-Cap ETF922908751ETF5$1.09K<0.1%00.0%Unchanged–
NEENextera Energy IncStock16$1.13K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F429PREFERRED SECURT66$1.14K<0.1%00.0%Unchanged–
AALAmerican Airlines Group Inc.Stock107$1.21K<0.1%00.0%UnchangedHistory
SNAPSnap IncStock74$1.23K<0.1%00.0%UnchangedHistory
PAASPan American Silver CorpStock63$1.26K<0.1%00.0%UnchangedHistory
CCitigroup IncStock20$1.27K<0.1%00.0%UnchangedHistory
MPTMedical Properties Trust IncCOM295$1.27K<0.1%00.0%UnchangedHistory
PKSTPeakstone Realty TrustCommon Stock129$1.37K<0.1%00.0%UnchangedHistory
TILEInterface IncCOM100$1.47K<0.1%00.0%UnchangedHistory
NEWPNew Pacific Metals CorpCOMMON STOCK981$1.47K<0.1%00.0%UnchangedHistory
DNNDenison Mines Corp.COM749$1.49K<0.1%00.0%UnchangedHistory
NRGNRG Energy, Inc.Stock19$1.51K<0.1%00.0%UnchangedHistory
iShares Tr464288687PFD AND INCM SEC52$1.64K<0.1%00.0%Unchanged–
FLNCFluence Energy, Inc.COM CL A100$1.73K<0.1%00.0%UnchangedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF24$1.80K<0.1%00.0%Unchanged–
CALYCallaway Golf CoCOM121$1.85K<0.1%00.0%UnchangedHistory
GTMZoomInfo Technologies Inc.Stock147$1.88K<0.1%00.0%UnchangedHistory
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF26$1.90K<0.1%00.0%Unchanged–
CGCCanopy Growth CorpCOM NEW297$1.92K<0.1%00.0%UnchangedHistory
LCIDLucid Group, Inc.COM748$1.95K<0.1%00.0%UnchangedHistory
BALLBALL CorpCOM33$1.98K<0.1%00.0%UnchangedHistory
ADMArcher-Daniels-Midland CoStock33$2.00K<0.1%+33NewHistory
TMToyota Motor CorpADS10$2.05K<0.1%00.0%UnchangedHistory
KDKyndryl Holdings, Inc.Stock81$2.13K<0.1%+61+305.0%AddedHistory
ZZillow Group, Inc.CL C CAP STK47$2.18K<0.1%00.0%UnchangedHistory
Exchange Traded Concepts Tru301505707ROBO GLB ETF40$2.20K<0.1%00.0%Unchanged–
BTCYBiotricity Inc.COM NEW2,501$2.25K<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A821ST STR SP400GRW27$2.27K<0.1%00.0%Unchanged–
PDCOPatterson Companies, Inc.COM100$2.41K<0.1%00.0%UnchangedHistory
CLOVClover Health Investments, Corp.COM CL A2,000$2.46K<0.1%00.0%UnchangedHistory
Siren Nexgen Economy ETF829658202ETF104$2.71K<0.1%+1+1.0%Added–
RRyder System IncCOM22$2.73K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF28$2.75K<0.1%00.0%Unchanged–
UALUnited Airlines Holdings, Inc.COM57$2.77K<0.1%00.0%UnchangedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF38$2.81K<0.1%00.0%Unchanged–
WMWaste Management IncStock14$2.99K<0.1%00.0%UnchangedHistory
COLBColumbia Banking System, Inc.COM153$3.04K<0.1%00.0%UnchangedHistory
LASRNlight, Inc.COM282$3.08K<0.1%00.0%UnchangedHistory
UWMCUWM Holdings CorpCOM CL A450$3.12K<0.1%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock7$3.17K<0.1%00.0%UnchangedHistory
BEBloom Energy CorpCOM CL A259$3.17K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V142WATER RES ETF50$3.25K<0.1%00.0%Unchanged–
TTETotalEnergies SESPONSORED ADS50$3.33K<0.1%00.0%UnchangedHistory
EXKEndeavour Silver CorpCOM1,000$3.52K<0.1%00.0%UnchangedHistory
DARDarling Ingredients Inc.COM98$3.60K<0.1%00.0%UnchangedHistory
VLTOVeralto CorpStock38$3.64K<0.1%00.0%UnchangedHistory
XUnited States Steel CorpCOM99$3.74K<0.1%00.0%UnchangedHistory
PPLIPeople IncCOM NEW81$3.79K<0.1%00.0%UnchangedHistory
MDTMedtronic plcStock50$3.94K<0.1%−16−24.2%ReducedHistory
GEHCGE HealthCare Technologies Inc.Stock52$4.05K<0.1%00.0%UnchangedHistory
KHCKraft Heinz CoStock126$4.06K<0.1%00.0%UnchangedHistory
COLMColumbia Sportswear CoCOM53$4.20K<0.1%00.0%UnchangedHistory
DALDelta Air Lines, Inc.COM NEW90$4.27K<0.1%00.0%UnchangedHistory
HYFMHydrofarm Holdings Group, Inc.COM6,410$4.42K<0.1%00.0%UnchangedHistory

Sold out since Q1 2024 (18)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Cedar Mountain Advisors, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
CRHCRH Public Ltd CoORD295$25.4K<0.1%History
Vanguard Morningstar Total Stock Market ETF922908769ETF65$16.9K<0.1%–
PXDPioneer Natural Resources CoCOM57$15.0K<0.1%History
FST Tr New Opport MLP & Ene33739M100COM1,689$12.9K<0.1%–
CCICrown Castle Inc.REIT79$8.36K<0.1%History
AXPAmerican Express CoStock18$4.10K<0.1%History
Vanguard Whitehall FDS921946810INTL DVD ETF47$3.83K<0.1%–
CRONCronos Group Inc.COM1,000$2.61K<0.1%History
NSNuStar Energy L.P.UNIT COM102$2.37K<0.1%History
ProShares Tr74348A467S&P 500 DV ARIST20$2.03K<0.1%–
TWSTTwist Bioscience CorpCOM50$1.72K<0.1%History
Flexshares Tr33939L407MORNSTAR UPSTR35$1.44K<0.1%–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD60$1.42K<0.1%–
CFGCitizens Financial Group IncCOM39$1.42K<0.1%History
LMTLockheed Martin CorpStock3$1.36K<0.1%History
AEPAmerican Electric Power Co IncStock11$947<0.1%History
LMNDLemonade, Inc.Stock50$821<0.1%History
FUVArcimoto IncCOM NEW20$9<0.1%History