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Livermore
Livermore
ZHEN

Cedar Mountain Advisors, LLC

SEC CIK
0001798986
Latest filing
Jul 2, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 21, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
371
+36 vs. Q3 2024
Portfolio value
$455.1M
+$11.5M (+2.6%) vs. Q3 2024
Filed
Jan 21, 2025
SEC
Holdings of Cedar Mountain Advisors, LLC in Q4 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$3<0.1%00.0%UnchangedHistory
ACBAurora Cannabis IncCOM1$4<0.1%00.0%UnchangedHistory
NKLANikola CorpCOM NEW3$4<0.1%00.0%UnchangedHistory
FABCFabric.AI, Inc.COM13$9<0.1%00.0%UnchangedHistory
AEGAegon Ltd.AMER REG 1 CERT2$12<0.1%00.0%UnchangedHistory
GMGeneral Motors CoCOM1$53<0.1%+1NewHistory
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM1$54<0.1%00.0%Unchanged–
EADAllspring Income Opportunities FundINC OPPTY FD9$62<0.1%00.0%UnchangedHistory
CGCCanopy Growth CorpCOM NEW27$74<0.1%00.0%UnchangedHistory
OCGNOcugen, Inc.COM100$81<0.1%00.0%UnchangedHistory
HPEHewlett Packard Enterprise CoCOM10$212<0.1%00.0%UnchangedHistory
SLIStandard Lithium Ltd.COM150$219<0.1%00.0%UnchangedHistory
iShares MSCI India ETF46429B598ETF5$263<0.1%+5New–
ROKRockwell Automation, IncStock1$288<0.1%00.0%UnchangedHistory
PLUGPlug Power IncStock156$332<0.1%00.0%UnchangedHistory
LCIDLucid Group, Inc.COM123$371<0.1%−625−83.6%ReducedHistory
NOKNokia CorpSPONSORED ADR92$408<0.1%00.0%UnchangedHistory
HFROHighland Opportunities & Income FundHIGHLAND INCOME82$426<0.1%00.0%UnchangedHistory
WBDWarner Bros. Discovery, Inc.Stock44$465<0.1%+33+300.0%AddedHistory
iShares Inc464286400MSCI BRAZIL ETF24$540<0.1%+24New–
MRNAModerna, Inc.Stock13$541<0.1%−60−82.2%ReducedHistory
AMDAdvanced Micro Devices IncStock5$604<0.1%00.0%UnchangedHistory
EMBCEmbecta Corp.Stock31$640<0.1%00.0%UnchangedHistory
MOAltria Group, Inc.Stock15$784<0.1%−6−28.6%ReducedHistory
CASYCaseys General Stores IncCOM2$793<0.1%00.0%UnchangedHistory
FVRRFiverr International Ltd.ORD SHS25$793<0.1%00.0%UnchangedHistory
SNAPSnap IncStock74$797<0.1%00.0%UnchangedHistory
PIPRPiper Sandler CompaniesCOM3$900<0.1%00.0%UnchangedHistory
CMCSAComcast CorpStock24$901<0.1%00.0%UnchangedHistory
UECUranium Energy CorpCOM135$903<0.1%00.0%UnchangedHistory
NIONIO Inc.ADR212$924<0.1%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR11$933<0.1%00.0%UnchangedHistory
CLFCleveland-Cliffs Inc.COM100$940<0.1%00.0%UnchangedHistory
WABWestinghouse Air Brake Technologies CorpStock5$948<0.1%00.0%UnchangedHistory
CALYCallaway Golf CoCOM121$948<0.1%00.0%UnchangedHistory
HEHawaiian Electric Industries IncCOM100$973<0.1%00.0%UnchangedHistory
iShares Inc464286806MSCI GERMANY ETF31$986<0.1%+31New–
iShares Inc46434G780MSCI SINGPOR ETF48$1.05K<0.1%+48New–
ENBEnbridge IncStock25$1.06K<0.1%+25NewHistory
AEMAgnico Eagle Mines LtdStock15$1.16K<0.1%00.0%UnchangedHistory
NEWPNew Pacific Metals CorpCOMMON STOCK981$1.16K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF5$1.20K<0.1%00.0%Unchanged–
PAASPan American Silver CorpStock63$1.28K<0.1%00.0%UnchangedHistory
AESAES CorpStock100$1.29K<0.1%+100NewHistory
DNNDenison Mines Corp.COM749$1.35K<0.1%00.0%UnchangedHistory
CCitigroup IncStock20$1.41K<0.1%00.0%UnchangedHistory
PKSTPeakstone Realty TrustCommon Stock129$1.43K<0.1%00.0%UnchangedHistory
PTONPeloton Interactive, Inc.CL A COM165$1.44K<0.1%00.0%UnchangedHistory
iShares Tr46428743220 YR TR BD ETF17$1.49K<0.1%+17New–
GTMZoomInfo Technologies Inc.Stock147$1.54K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF6$1.58K<0.1%00.0%Unchanged–
FLNCFluence Energy, Inc.COM CL A100$1.59K<0.1%00.0%UnchangedHistory
Schwab Strategic Tr808524862SHT TM US TRES69$1.66K<0.1%−107,427−99.9%ReducedConverted for a 2-for-1 split–
Vanguard Long-Term Treasury ETF92206C847ETF30$1.66K<0.1%+30New–
NTRNutrien Ltd.COM39$1.75K<0.1%+39NewHistory
NRGNRG Energy, Inc.Stock20$1.77K<0.1%00.0%UnchangedHistory
Global X FDS37954Y624AUTONMOUS EV ETF78$1.79K<0.1%00.0%Unchanged–
AALAmerican Airlines Group Inc.Stock105$1.83K<0.1%00.0%UnchangedHistory
IVTInvenTrust Properties Corp.COM NEW66$1.99K<0.1%+66NewHistory
DOWDow Inc.Stock52$2.07K<0.1%−430−89.2%ReducedHistory
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF26$2.08K<0.1%00.0%Unchanged–
iShares Tr464288281JPMORGAN USD EMG25$2.23K<0.1%+25New–
Exchange Traded Concepts Tru301505707ROBO GLB ETF40$2.26K<0.1%00.0%Unchanged–
MRKMerck & Co., Inc.Stock23$2.30K<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A821ST STR SP400GRW27$2.35K<0.1%00.0%Unchanged–
iShares Inc464286707MSCI FRANCE ETF67$2.40K<0.1%+67New–
TILEInterface IncCOM100$2.44K<0.1%00.0%UnchangedHistory
iShares Tr46435U713US INFRASTRUC54$2.50K<0.1%+54New–
iShares Inc464286756MSCI SWEDEN ETF69$2.58K<0.1%+69New–
Siren Nexgen Economy ETF829658202ETF104$2.66K<0.1%00.0%Unchanged–
UWMCUWM Holdings CorpCOM CL A456$2.68K<0.1%+6+1.3%AddedHistory
TTETotalEnergies SESPONSORED ADS50$2.73K<0.1%00.0%UnchangedHistory
SNOWSnowflake Inc.Stock18$2.78K<0.1%−75−80.6%ReducedHistory
KDKyndryl Holdings, Inc.Stock81$2.80K<0.1%00.0%UnchangedHistory
LASRNlight, Inc.COM282$2.96K<0.1%00.0%UnchangedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF114$2.97K<0.1%00.0%UnchangedConverted for a 3-for-1 split–
DVNDevon Energy CorpStock92$3.00K<0.1%−386−80.8%ReducedHistory
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF28$3.03K<0.1%00.0%Unchanged–
iShares Inc464286509MSCI CDA ETF76$3.06K<0.1%+76New–
State Street Energy Select Sector SPDR ETF81369Y506ETF36$3.08K<0.1%+36New–
iShares Tr464288844US OIL EQ&SV ETF161$3.20K<0.1%−954−85.6%Reduced–
iShares Tr46429B671MSCI CHINA ETF69$3.23K<0.1%+69New–
DARDarling Ingredients Inc.COM98$3.30K<0.1%00.0%UnchangedHistory
RRyder System IncCOM22$3.45K<0.1%00.0%UnchangedHistory
ZZillow Group, Inc.CL C CAP STK47$3.48K<0.1%00.0%UnchangedHistory
iShares Inc46434G830MSCI ITALY ETF97$3.49K<0.1%+97New–
PPLIPeople IncCOM NEW81$3.49K<0.1%00.0%UnchangedHistory
iShares Inc464286749MSCI SWITZERLAND77$3.54K<0.1%+77New–
iShares Tr464288851US OIL GS EX ETF41$3.64K<0.1%−216−84.0%Reduced–
EXKEndeavour Silver CorpCOM1,000$3.66K<0.1%00.0%UnchangedHistory
ARMArm Holdings PLCADR30$3.70K<0.1%00.0%UnchangedHistory
HYFMHydrofarm Holdings Group, Inc.COM6,410$3.72K<0.1%00.0%UnchangedHistory
GEHCGE HealthCare Technologies Inc.Stock48$3.75K<0.1%−4−7.7%ReducedHistory
MUMicron Technology IncStock45$3.79K<0.1%00.0%UnchangedHistory
VLTOVeralto CorpStock38$3.88K<0.1%00.0%UnchangedHistory
MDTMedtronic plcStock50$3.99K<0.1%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock7$4.01K<0.1%00.0%UnchangedHistory

Sold out since Q3 2024 (18)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Cedar Mountain Advisors, LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
WWWWolverine World Wide IncCOM4,021$70.0K<0.1%History
ARCCAres Capital CorpCEF1,330$27.8K<0.1%History
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT750$26.3K<0.1%History
SPGSimon Property Group Inc.REIT127$21.4K<0.1%History
STWDStarwood Property Trust, Inc.COM800$16.3K<0.1%History
TRINTrinity Capital Inc.COM1,200$16.3K<0.1%History
PORPortland General Electric CoCOM NEW334$16.0K<0.1%History
IRIngersoll Rand Inc.COM154$15.1K<0.1%History
BNYBank of New York Mellon CorpStock165$11.9K<0.1%History
EPDEnterprise Products Partners L.P.Stock333$9.69K<0.1%History
NPFDNuveen Variable Rate Preferred & Income FundCOM500$9.47K<0.1%History
MAINMain Street Capital CORPCEF167$8.37K<0.1%History
Schwab U.S. Broad Market ETF808524102ETF107$7.09K<0.1%–
ORealty Income CorpREIT99$6.28K<0.1%History
BCEBce IncCOM NEW134$4.66K<0.1%History
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A83$3.60K<0.1%History
PAXSPIMCO Access Income FundSHS BENFIN INT100$1.66K<0.1%History
AIGAmerican International Group, Inc.Stock10$732<0.1%History