Skip to main content
Livermore
Livermore
ZHEN

Cedar Mountain Advisors, LLC

SEC CIK
0001798986
Latest filing
Jul 2, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Oct 15, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
335
−6 vs. Q2 2024
Portfolio value
$443.6M
+$38.6M (+9.5%) vs. Q2 2024
Filed
Oct 15, 2024
SEC
Holdings of Cedar Mountain Advisors, LLC in Q3 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–
XOSXos, Inc.COM1$5<0.1%00.0%UnchangedHistory
ACBAurora Cannabis IncCOM1$6<0.1%−13−92.9%ReducedHistory
FABCFabric.AI, Inc.COM13$11<0.1%00.0%UnchangedHistory
AEGAegon Ltd.AMER REG 1 CERT2$13<0.1%00.0%UnchangedHistory
NKLANikola CorpCOM NEW3$14<0.1%−117−97.5%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM1$53<0.1%00.0%Unchanged–
EADAllspring Income Opportunities FundINC OPPTY FD9$64<0.1%00.0%UnchangedHistory
WBDWarner Bros. Discovery, Inc.Stock11$91<0.1%−22−66.7%ReducedHistory
OCGNOcugen, Inc.COM100$99<0.1%00.0%UnchangedHistory
CGCCanopy Growth CorpCOM NEW27$130<0.1%−270−90.9%ReducedHistory
HPEHewlett Packard Enterprise CoCOM10$202<0.1%00.0%UnchangedHistory
SLIStandard Lithium Ltd.COM150$242<0.1%00.0%UnchangedHistory
ROKRockwell Automation, IncStock1$270<0.1%00.0%UnchangedHistory
PLUGPlug Power IncStock156$353<0.1%00.0%UnchangedHistory
WTRGEssential Utilities, Inc.COM10$380<0.1%+1+11.1%AddedHistory
NOKNokia CorpSPONSORED ADR92$402<0.1%00.0%UnchangedHistory
EMBCEmbecta Corp.Stock31$437<0.1%00.0%UnchangedHistory
HFROHighland Opportunities & Income FundHIGHLAND INCOME82$503<0.1%00.0%UnchangedHistory
FVRRFiverr International Ltd.ORD SHS25$647<0.1%00.0%UnchangedHistory
AIGAmerican International Group, Inc.Stock10$732<0.1%00.0%UnchangedHistory
CASYCaseys General Stores IncCOM2$751<0.1%00.0%UnchangedHistory
PTONPeloton Interactive, Inc.CL A COM165$772<0.1%00.0%UnchangedHistory
SNAPSnap IncStock74$792<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock5$820<0.1%00.0%UnchangedHistory
UECUranium Energy CorpCOM135$838<0.1%00.0%UnchangedHistory
PIPRPiper Sandler CompaniesCOM3$851<0.1%00.0%UnchangedHistory
WABWestinghouse Air Brake Technologies CorpStock5$909<0.1%00.0%UnchangedHistory
HEHawaiian Electric Industries IncCOM100$968<0.1%00.0%UnchangedHistory
CMCSAComcast CorpStock24$1.00K<0.1%00.0%UnchangedHistory
MOAltria Group, Inc.Stock21$1.08K<0.1%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR11$1.17K<0.1%00.0%UnchangedHistory
AALAmerican Airlines Group Inc.Stock105$1.18K<0.1%−2−1.9%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF5$1.19K<0.1%00.0%Unchanged–
AEMAgnico Eagle Mines LtdStock15$1.19K<0.1%00.0%UnchangedHistory
CCitigroup IncStock20$1.25K<0.1%00.0%UnchangedHistory
CLFCleveland-Cliffs Inc.COM100$1.28K<0.1%+100NewHistory
PAASPan American Silver CorpStock63$1.32K<0.1%00.0%UnchangedHistory
CALYCallaway Golf CoCOM121$1.32K<0.1%00.0%UnchangedHistory
DNNDenison Mines Corp.COM749$1.37K<0.1%00.0%UnchangedHistory
NIONIO Inc.ADR212$1.42K<0.1%00.0%UnchangedHistory
NEWPNew Pacific Metals CorpCOMMON STOCK981$1.46K<0.1%00.0%UnchangedHistory
GTMZoomInfo Technologies Inc.Stock147$1.52K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF6$1.58K<0.1%−43−87.8%Reduced–
PAXSPIMCO Access Income FundSHS BENFIN INT100$1.66K<0.1%+100NewHistory
PKSTPeakstone Realty TrustCommon Stock129$1.76K<0.1%00.0%UnchangedHistory
NRGNRG Energy, Inc.Stock20$1.78K<0.1%+1+5.3%AddedHistory
Global X FDS37954Y624AUTONMOUS EV ETF78$1.83K<0.1%−2,903−97.4%Reduced–
KDKyndryl Holdings, Inc.Stock81$1.86K<0.1%00.0%UnchangedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF24$1.88K<0.1%00.0%Unchanged–
TILEInterface IncCOM100$1.90K<0.1%00.0%UnchangedHistory
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF26$2.07K<0.1%00.0%Unchanged–
FLNCFluence Energy, Inc.COM CL A100$2.27K<0.1%00.0%UnchangedHistory
Exchange Traded Concepts Tru301505707ROBO GLB ETF40$2.28K<0.1%00.0%Unchanged–
SPDR Series Trust78464A821ST STR SP400GRW27$2.37K<0.1%00.0%Unchanged–
Siren Nexgen Economy ETF829658202ETF104$2.60K<0.1%00.0%Unchanged–
MRKMerck & Co., Inc.Stock23$2.61K<0.1%−43−65.2%ReducedHistory
LCIDLucid Group, Inc.COM748$2.64K<0.1%00.0%UnchangedHistory
BEBloom Energy CorpCOM CL A259$2.73K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF28$2.90K<0.1%00.0%Unchanged–
WMWaste Management IncStock14$2.92K<0.1%00.0%UnchangedHistory
ZZillow Group, Inc.CL C CAP STK47$3.00K<0.1%00.0%UnchangedHistory
LASRNlight, Inc.COM282$3.02K<0.1%00.0%UnchangedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF38$3.05K<0.1%00.0%Unchanged–
RRyder System IncCOM22$3.21K<0.1%00.0%UnchangedHistory
TTETotalEnergies SESPONSORED ADS50$3.23K<0.1%00.0%UnchangedHistory
UALUnited Airlines Holdings, Inc.COM57$3.25K<0.1%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock7$3.47K<0.1%00.0%UnchangedHistory
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A83$3.60K<0.1%+83NewHistory
DARDarling Ingredients Inc.COM98$3.64K<0.1%00.0%UnchangedHistory
UWMCUWM Holdings CorpCOM CL A450$3.83K<0.1%00.0%UnchangedHistory
EXKEndeavour Silver CorpCOM1,000$3.94K<0.1%00.0%UnchangedHistory
COLBColumbia Banking System, Inc.COM155$4.05K<0.1%+2+1.3%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF89$4.26K<0.1%−25−21.9%Reduced–
VLTOVeralto CorpStock38$4.26K<0.1%00.0%UnchangedHistory
ARMArm Holdings PLCADR30$4.29K<0.1%00.0%UnchangedHistory
PPLIPeople IncCOM NEW81$4.36K<0.1%00.0%UnchangedHistory
HYFMHydrofarm Holdings Group, Inc.COM6,410$4.42K<0.1%00.0%UnchangedHistory
COLMColumbia Sportswear CoCOM53$4.43K<0.1%00.0%UnchangedHistory
MDTMedtronic plcStock50$4.50K<0.1%00.0%UnchangedHistory
DALDelta Air Lines, Inc.COM NEW90$4.57K<0.1%00.0%UnchangedHistory
BCEBce IncCOM NEW134$4.66K<0.1%+134NewHistory
MUMicron Technology IncStock45$4.67K<0.1%00.0%UnchangedHistory
SLViShares Silver TrustETF170$4.83K<0.1%00.0%UnchangedHistory
MRNAModerna, Inc.Stock73$4.88K<0.1%−10−12.0%ReducedHistory
GEHCGE HealthCare Technologies Inc.Stock52$4.88K<0.1%00.0%UnchangedHistory
ONCYOncolytics Biotech IncCOM NEW5,651$4.92K<0.1%00.0%UnchangedHistory
SUNSunoco LPCOM UT REP LP93$4.99K<0.1%00.0%UnchangedHistory
RSGRepublic Services, Inc.COM25$5.02K<0.1%00.0%UnchangedHistory
AUAngloGold Ashanti PLCCOM SHS200$5.33K<0.1%00.0%UnchangedHistory
BACBank of America CorpStock137$5.44K<0.1%00.0%UnchangedHistory
Vanguard Short-Term Bond ETF921937827ETF70$5.51K<0.1%00.0%Unchanged–
PSXPhillips 66Stock42$5.52K<0.1%00.0%UnchangedHistory
TSNTyson Foods, Inc.Stock93$5.54K<0.1%00.0%UnchangedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF69$5.57K<0.1%00.0%Unchanged–
CLOVClover Health Investments, Corp.COM CL A2,000$5.64K<0.1%00.0%UnchangedHistory
RIVNRivian Automotive, Inc.Stock508$5.70K<0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock128$5.75K<0.1%00.0%UnchangedHistory

Sold out since Q2 2024 (30)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Cedar Mountain Advisors, LLC sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
iShares Tr464289420RUS TP200 VL ETF732$54.8K<0.1%–
VXXBarclays Bank PLCIPTH SR B S&P3,304$36.1K<0.1%History
BLKBlackRock, Inc.COM19$15.0K<0.1%History
LINLinde PLCStock32$14.0K<0.1%History
SIRISirius XM Holdings Inc.COM2,744$7.77K<0.1%History
ELEstee Lauder Companies IncCL A64$6.81K<0.1%History
BSXBoston Scientific CorpStock66$5.08K<0.1%History
HBIHanesbrands Inc.COM1,000$4.93K<0.1%History
KHCKraft Heinz CoStock126$4.06K<0.1%History
Invesco Exchange Traded FD T46137V142WATER RES ETF50$3.25K<0.1%–
PDCOPatterson Companies, Inc.COM100$2.41K<0.1%History
BTCYBiotricity Inc.COM NEW2,501$2.25K<0.1%History
TMToyota Motor CorpADS10$2.05K<0.1%History
ADMArcher-Daniels-Midland CoStock33$2.00K<0.1%History
BALLBALL CorpCOM33$1.98K<0.1%History
iShares Tr464288687PFD AND INCM SEC52$1.64K<0.1%–
MPTMedical Properties Trust IncCOM295$1.27K<0.1%History
VanEck ETF Trust92189F429PREFERRED SECURT66$1.14K<0.1%–
NEENextera Energy IncStock16$1.13K<0.1%History
ROKURoku, IncCOM CL A11$659<0.1%History
GSKGSK plcADR17$655<0.1%History
Barrick Gold Corp067901108COM33$550<0.1%–
ALTMArcadium Lithium plcStock158$531<0.1%History
SLVMSylvamo CorpCOMMON STOCK4$274<0.1%History
RBLXRoblox CorpStock5$186<0.1%History
HLNHaleon plcADR22$182<0.1%History
OGNOrganon & Co.Stock6$124<0.1%History
QSQuantumScape CorpCOM CL A13$64<0.1%History
NXUNxu, Inc.CL A NEW17$6<0.1%History
SINGSinglePoint Inc.COM NEW201––History