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.
- Positions
- 341
- −8 vs. Q1 2024
- Portfolio value
- $405.0M
- +$7.31M (+1.8%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SLViShares Silver Trust | ETF | 170 | $4.52K | <0.1% | 00.0% | Unchanged | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 69 | $4.70K | <0.1% | 00.0% | Unchanged | – |
| AGCOAGCO Corp | COM | 49 | $4.80K | <0.1% | 00.0% | Unchanged | History |
| RSGRepublic Services, Inc. | COM | 25 | $4.86K | <0.1% | 00.0% | Unchanged | History |
| ARMArm Holdings PLC | ADR | 30 | $4.91K | <0.1% | 00.0% | Unchanged | History |
| HBIHanesbrands Inc. | COM | 1,000 | $4.93K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 114 | $4.99K | <0.1% | 00.0% | Unchanged | – |
| VICIVici Properties Inc. | COM | 175 | $5.01K | <0.1% | 00.0% | Unchanged | History |
| AUAngloGold Ashanti PLC | COM SHS | 200 | $5.03K | <0.1% | 00.0% | Unchanged | History |
| EBAYeBay Inc | COM | 94 | $5.05K | <0.1% | 00.0% | Unchanged | History |
| BSXBoston Scientific Corp | Stock | 66 | $5.08K | <0.1% | 00.0% | Unchanged | History |
| SUNSunoco LP | COM UT REP LP | 93 | $5.26K | <0.1% | +40+75.5% | Added | History |
| VZVerizon Communications Inc | Stock | 128 | $5.28K | <0.1% | 00.0% | Unchanged | History |
| TSNTyson Foods, Inc. | Stock | 93 | $5.31K | <0.1% | +93 | New | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 70 | $5.37K | <0.1% | 00.0% | Unchanged | – |
| BACBank of America Corp | Stock | 137 | $5.45K | <0.1% | 00.0% | Unchanged | History |
| CBSHCommerce Bancshares Inc | Stock | 100 | $5.58K | <0.1% | 00.0% | Unchanged | History |
| ONCYOncolytics Biotech Inc | COM NEW | 5,651 | $5.59K | <0.1% | 00.0% | Unchanged | History |
| First Trust Indxx Innovative Transaction & Process ETF33741X201 | ETF | 133 | $5.78K | <0.1% | +2+1.5% | Added | – |
| iShares Tips Bond ETF464287176 | ETF | 55 | $5.83K | <0.1% | +1+1.9% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 77 | $5.91K | <0.1% | +1+1.3% | Added | – |
| MUMicron Technology Inc | Stock | 45 | $5.92K | <0.1% | 00.0% | Unchanged | History |
| PSXPhillips 66 | Stock | 42 | $5.93K | <0.1% | 00.0% | Unchanged | History |
| AKRAcadia Realty Trust | COM SH BEN INT | 337 | $6.04K | <0.1% | +3+0.9% | Added | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 34 | $6.20K | <0.1% | 00.0% | Unchanged | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 62 | $6.25K | <0.1% | 00.0% | Unchanged | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 38 | $6.27K | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 99 | $6.30K | <0.1% | −47−32.2% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 38 | $6.52K | <0.1% | +38 | New | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 106 | $6.66K | <0.1% | 00.0% | Unchanged | – |
| LEVILevi Strauss & Co | CL A COM STK | 350 | $6.75K | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 64 | $6.81K | <0.1% | 00.0% | Unchanged | History |
| RIVNRivian Automotive, Inc. | Stock | 508 | $6.82K | <0.1% | 00.0% | Unchanged | History |
| MRVLMarvell Technology, Inc. | COM | 100 | $7.01K | <0.1% | 00.0% | Unchanged | History |
| Amplify Blockchain Technology ETF032108607 | ETF | 198 | $7.04K | <0.1% | 00.0% | Unchanged | – |
| REXRRexford Industrial Realty, Inc. | COM | 163 | $7.27K | <0.1% | 00.0% | Unchanged | History |
| GFIGold Fields Ltd | SPONSORED ADR | 500 | $7.45K | <0.1% | 00.0% | Unchanged | History |
| SIRISirius XM Holdings Inc. | COM | 2,744 | $7.77K | <0.1% | 00.0% | Unchanged | History |
| EXCExelon Corp | Stock | 225 | $7.79K | <0.1% | 00.0% | Unchanged | History |
| PCGPG&E Corp | Stock | 452 | $7.89K | <0.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 66 | $8.17K | <0.1% | +43+187.0% | Added | History |
| DGXQuest Diagnostics Inc | COM | 61 | $8.35K | <0.1% | 00.0% | Unchanged | History |
| EYPTEyePoint, Inc. | COM NEW | 1,000 | $8.70K | <0.1% | 00.0% | Unchanged | History |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 1,000 | $8.76K | <0.1% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 350 | $8.87K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288307 | MRGSTR MD CP GRW | 132 | $8.94K | <0.1% | 00.0% | Unchanged | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 192 | $9.11K | <0.1% | 00.0% | Unchanged | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 564 | $9.15K | <0.1% | +11+2.0% | Added | History |
| CBChubb Ltd | Stock | 36 | $9.18K | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 498 | $9.52K | <0.1% | +5+1.0% | Added | History |
| MRNAModerna, Inc. | Stock | 83 | $9.86K | <0.1% | 00.0% | Unchanged | History |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 1,023 | $9.91K | <0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 214 | $10.2K | <0.1% | +201+1,546.2% | Added | History |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 768 | $10.8K | <0.1% | 00.0% | Unchanged | History |
| TREXTrex Co Inc | COM | 146 | $10.8K | <0.1% | 00.0% | Unchanged | History |
| FCXFreeport-McMoran Inc | Stock | 226 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| MKLMarkel Group Inc. | COM | 7 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287549 | EXPND TEC SC ETF | 120 | $11.3K | <0.1% | 00.0% | Unchanged | – |
| UPSUnited Parcel Service Inc | Stock | 83 | $11.4K | <0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 26 | $11.6K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 49 | $11.9K | <0.1% | 00.0% | Unchanged | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 53 | $12.0K | <0.1% | 00.0% | Unchanged | – |
| SNOWSnowflake Inc. | Stock | 93 | $12.6K | <0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717Y659 | CYBERSECURITY FD | 500 | $12.6K | <0.1% | 00.0% | Unchanged | – |
| SOLVSolventum Corp | Stock | 238 | $12.6K | <0.1% | +238 | New | History |
| COPConocoPhillips | Stock | 114 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 723 | $13.4K | <0.1% | +723 | New | – |
| PYPLPayPal Holdings, Inc. | Stock | 235 | $13.6K | <0.1% | 00.0% | Unchanged | History |
| OCOwens Corning | Stock | 79 | $13.7K | <0.1% | 00.0% | Unchanged | History |
| IQVIQVIA Holdings Inc. | Stock | 65 | $13.7K | <0.1% | 00.0% | Unchanged | History |
| PHKPIMCO High Income Fund | COM SHS | 2,854 | $13.8K | <0.1% | 00.0% | Unchanged | History |
| IRIngersoll Rand Inc. | COM | 154 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 32 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 235 | $14.1K | <0.1% | −72−23.5% | Reduced | History |
| IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | COM | 2,740 | $14.1K | <0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 9 | $14.4K | <0.1% | +7+350.0% | Added | History |
| ORCLOracle Corp | Stock | 104 | $14.7K | <0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 22 | $14.8K | <0.1% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 19 | $15.0K | <0.1% | −2−9.5% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 75 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| STWDStarwood Property Trust, Inc. | COM | 800 | $15.2K | <0.1% | 00.0% | Unchanged | History |
| TECKTeck Resources Ltd | CL B | 322 | $15.4K | <0.1% | 00.0% | Unchanged | History |
| FDXFedEx Corp | Stock | 52 | $15.5K | <0.1% | +1+2.0% | Added | History |
| CICigna Group | Stock | 47 | $15.5K | <0.1% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 142 | $15.6K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 338 | $15.7K | <0.1% | +3+0.9% | Added | – |
| CMGChipotle Mexican Grill Inc | COM | 250 | $15.7K | <0.1% | 00.0% | UnchangedConverted for a 50-for-1 split | History |
| AMGNAmgen Inc | Stock | 52 | $16.2K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 77 | $16.5K | <0.1% | 00.0% | Unchanged | – |
| ALLAllstate Corp | Stock | 104 | $16.6K | <0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 173 | $16.6K | <0.1% | +1+0.6% | Added | History |
| EXASExact Sciences Corp | COM | 400 | $16.9K | <0.1% | 00.0% | Unchanged | History |
| MGMMGM Resorts International | Stock | 381 | $16.9K | <0.1% | 00.0% | Unchanged | History |
| TRINTrinity Capital Inc. | COM | 1,200 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| GISGeneral Mills Inc | Stock | 270 | $17.1K | <0.1% | 00.0% | Unchanged | History |
| IPInternational Paper Co | COM | 408 | $17.6K | <0.1% | +4+1.0% | Added | History |
| FFord Motor Co | Stock | 1,500 | $18.8K | <0.1% | 00.0% | Unchanged | History |
| SPGSimon Property Group Inc. | REIT | 125 | $19.0K | <0.1% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 99 | $19.3K | <0.1% | 00.0% | Unchanged | History |
| PRUPrudential Financial Inc | Stock | 165 | $19.3K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2024 (18)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| CRHCRH Public Ltd Co | ORD | 295 | $25.4K | <0.1% | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 65 | $16.9K | <0.1% | – |
| PXDPioneer Natural Resources Co | COM | 57 | $15.0K | <0.1% | History |
| FST Tr New Opport MLP & Ene33739M100 | COM | 1,689 | $12.9K | <0.1% | – |
| CCICrown Castle Inc. | REIT | 79 | $8.36K | <0.1% | History |
| AXPAmerican Express Co | Stock | 18 | $4.10K | <0.1% | History |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 47 | $3.83K | <0.1% | – |
| CRONCronos Group Inc. | COM | 1,000 | $2.61K | <0.1% | History |
| NSNuStar Energy L.P. | UNIT COM | 102 | $2.37K | <0.1% | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 20 | $2.03K | <0.1% | – |
| TWSTTwist Bioscience Corp | COM | 50 | $1.72K | <0.1% | History |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 35 | $1.44K | <0.1% | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 60 | $1.42K | <0.1% | – |
| CFGCitizens Financial Group Inc | COM | 39 | $1.42K | <0.1% | History |
| LMTLockheed Martin Corp | Stock | 3 | $1.36K | <0.1% | History |
| AEPAmerican Electric Power Co Inc | Stock | 11 | $947 | <0.1% | History |
| LMNDLemonade, Inc. | Stock | 50 | $821 | <0.1% | History |
| FUVArcimoto Inc | COM NEW | 20 | $9 | <0.1% | History |