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 |
|---|---|---|---|---|---|---|---|
| VTRSViatris Inc | Stock | 1,824 | $19.4K | <0.1% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 91 | $19.4K | <0.1% | 00.0% | Unchanged | History |
| FISVFiserv Inc | Stock | 134 | $20.0K | <0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 198 | $20.6K | <0.1% | +1+0.5% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 44 | $20.6K | <0.1% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 91 | $20.8K | <0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 346 | $21.8K | <0.1% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 73 | $22.1K | <0.1% | 00.0% | Unchanged | History |
| GNRCGenerac Holdings Inc. | Stock | 170 | $22.5K | <0.1% | 00.0% | Unchanged | History |
| DVNDevon Energy Corp | Stock | 475 | $22.5K | <0.1% | 00.0% | Unchanged | History |
| MORNMorningstar, Inc. | COM | 76 | $22.6K | <0.1% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 78 | $23.3K | <0.1% | 00.0% | Unchanged | History |
| GRMNGarmin Ltd | SHS | 143 | $23.3K | <0.1% | +1+0.7% | Added | History |
| DEDeere & Co | Stock | 63 | $23.5K | <0.1% | 00.0% | Unchanged | History |
| TRVTravelers Companies, Inc. | Stock | 116 | $23.6K | <0.1% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 853 | $23.9K | <0.1% | +11+1.3% | Added | History |
| iShares Tr464288844 | US OIL EQ&SV ETF | 1,110 | $24.7K | <0.1% | 00.0% | Unchanged | – |
| GEGeneral Electric Co | Stock | 156 | $24.8K | <0.1% | 00.0% | Unchanged | History |
| DOWDow Inc. | Stock | 475 | $25.2K | <0.1% | 00.0% | Unchanged | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 450 | $25.2K | <0.1% | 00.0% | Unchanged | – |
| ProShares Bitcoin ETF74347G440 | ETF | 1,121 | $25.2K | <0.1% | +594+112.7% | Added | – |
| iShares Tr464288851 | US OIL GS EX ETF | 255 | $25.4K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287127 | MORNINGSTR US EQ | 346 | $26.0K | <0.1% | 00.0% | Unchanged | – |
| KLACKLA Corp | COM NEW | 32 | $26.4K | <0.1% | 00.0% | Unchanged | History |
| TDYTeledyne Technologies Inc | COM | 68 | $26.4K | <0.1% | 00.0% | Unchanged | History |
| SILASila Realty Trust, Inc. | COMMON STOCK | 1,250 | $26.5K | <0.1% | +1,250 | New | History |
| AVAAvista Corp | COM | 768 | $26.6K | <0.1% | 00.0% | Unchanged | History |
| HUMHumana Inc | Stock | 72 | $26.9K | <0.1% | +10+16.1% | Added | History |
| ARCCAres Capital Corp | CEF | 1,300 | $27.1K | <0.1% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 30 | $27.2K | <0.1% | −3−9.1% | Reduced | History |
| WFCWells Fargo & Company | Stock | 476 | $28.3K | <0.1% | −149−23.8% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 111 | $28.6K | <0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 288 | $28.6K | <0.1% | −141−32.9% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 394 | $29.1K | <0.1% | 00.0% | Unchanged | History |
| KMPRKEMPER Corp | COM | 500 | $29.7K | <0.1% | 00.0% | Unchanged | History |
| ATIAti Inc | Stock | 535 | $29.7K | <0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 219 | $30.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288760 | US AER DEF ETF | 230 | $30.4K | <0.1% | 00.0% | Unchanged | – |
| USBUS Bancorp DE | COM NEW | 829 | $32.9K | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 227 | $33.2K | <0.1% | +1+0.4% | Added | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 259 | $33.3K | <0.1% | +259 | New | – |
| PANWPalo Alto Networks Inc | Stock | 101 | $34.2K | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 62 | $34.4K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 109 | $34.5K | <0.1% | 00.0% | Unchanged | – |
| CWCurtiss Wright Corp | Stock | 128 | $34.7K | <0.1% | 00.0% | Unchanged | History |
| VXXBarclays Bank PLC | IPTH SR B S&P | 3,304 | $36.1K | <0.1% | +3,304 | New | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 198 | $36.1K | <0.1% | 00.0% | Unchanged | – |
| BDXBecton Dickinson & Co | Stock | 155 | $36.2K | <0.1% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 365 | $36.6K | <0.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 110 | $36.7K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 242 | $37.3K | <0.1% | 00.0% | Unchanged | – |
| PAYXPaychex Inc | Stock | 320 | $38.0K | <0.1% | +2+0.6% | Added | History |
| MMacy's, Inc. | COM | 2,010 | $38.6K | <0.1% | +19+1.0% | Added | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 850 | $38.8K | <0.1% | +8+1.0% | Added | – |
| WCNWaste Connections, Inc. | COM | 228 | $40.0K | <0.1% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 237 | $40.7K | <0.1% | −9−3.7% | Reduced | History |
| PEPPepsiCo Inc | Stock | 249 | $41.1K | <0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 157 | $41.2K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell Midcap ETF464287499 | ETF | 509 | $41.3K | <0.1% | −152−23.0% | Reduced | – |
| MMM3M Co | Stock | 404 | $41.3K | <0.1% | 00.0% | Unchanged | History |
| NWNNorthwest Natural Holding Co | COM | 1,154 | $41.7K | <0.1% | +5+0.4% | Added | History |
| iShares Tr464288703 | MRNING SM CP ETF | 727 | $42.1K | <0.1% | −104−12.5% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 83 | $42.3K | <0.1% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 200 | $42.9K | <0.1% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 202 | $44.9K | <0.1% | 00.0% | Unchanged | History |
| BROSDutch Bros Inc. | CL A | 1,091 | $45.2K | <0.1% | 00.0% | Unchanged | History |
| IBITiShares Bitcoin Trust ETF | ETF | 1,362 | $46.5K | <0.1% | +383+39.1% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 89 | $49.2K | <0.1% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 200 | $50.0K | <0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 268 | $54.1K | <0.1% | −45−14.4% | Reduced | History |
| iShares Tr464289420 | RUS TP200 VL ETF | 732 | $54.8K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 673 | $55.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 477 | $55.1K | <0.1% | 00.0% | Unchanged | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 378 | $55.1K | <0.1% | 00.0% | Unchanged | – |
| GLDSPDR Gold Trust | ETF | 285 | $61.3K | <0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 447 | $69.9K | <0.1% | −18−3.9% | Reduced | History |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 2,981 | $70.0K | <0.1% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 391 | $71.2K | <0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 422 | $73.1K | <0.1% | +301+248.8% | Added | History |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 1,859 | $73.9K | <0.1% | +42+2.3% | Added | History |
| GOOGAlphabet Inc. | Stock | 426 | $78.1K | <0.1% | 00.0% | Unchanged | History |
| WYWeyerhaeuser Co | COM NEW | 2,796 | $79.4K | <0.1% | +18+0.6% | Added | History |
| MSMorgan Stanley | Stock | 879 | $85.5K | <0.1% | +5+0.6% | Added | History |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,518 | $86.9K | <0.1% | +1+0.1% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 372 | $110.7K | <0.1% | −103−21.7% | Reduced | – |
| WMTWalmart Inc. | Stock | 1,791 | $121.3K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 764 | $122.6K | <0.1% | 00.0% | Unchanged | – |
| METAMeta Platforms, Inc. | Stock | 267 | $134.8K | <0.1% | +49+22.5% | Added | History |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,666 | $135.6K | <0.1% | −83−4.7% | Reduced | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,562 | $142.2K | <0.1% | +20+1.3% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 1,361 | $156.7K | <0.1% | +132+10.7% | Added | History |
| SRSpire Inc | COM | 2,852 | $173.2K | <0.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 1,160 | $191.3K | <0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 979 | $221.5K | 0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 2,926 | $227.8K | 0.1% | +16+0.5% | Added | History |
| CHDChurch & Dwight Co Inc | COM | 2,200 | $228.1K | 0.1% | −200−8.3% | Reduced | History |
| SOSouthern Co | Stock | 3,185 | $247.0K | 0.1% | +29+0.9% | Added | History |
| HDHome Depot, Inc. | Stock | 743 | $255.8K | 0.1% | −7−0.9% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 326 | $276.9K | 0.1% | 00.0% | Unchanged | History |
| BABoeing Co | Stock | 1,549 | $282.0K | 0.1% | +253+19.5% | Added | 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 |