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.
- Positions
- 371
- +36 vs. Q3 2024
- Portfolio value
- $455.1M
- +$11.5M (+2.6%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Inc464286764 | MSCI SPAIN ETF | 134 | $4.16K | <0.1% | +134 | New | – |
| COLBColumbia Banking System, Inc. | COM | 157 | $4.25K | <0.1% | +2+1.3% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 50 | $4.27K | <0.1% | −185−78.7% | Reduced | History |
| RKLBRocket Lab Corp | COM | 175 | $4.46K | <0.1% | +175 | New | History |
| SLViShares Silver Trust | ETF | 170 | $4.48K | <0.1% | 00.0% | Unchanged | History |
| COLMColumbia Sportswear Co | COM | 53 | $4.49K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 68 | $4.56K | <0.1% | +68 | New | – |
| AUAngloGold Ashanti PLC | COM SHS | 200 | $4.62K | <0.1% | 00.0% | Unchanged | History |
| SUNSunoco LP | COM UT REP LP | 93 | $4.78K | <0.1% | 00.0% | Unchanged | History |
| PSXPhillips 66 | Stock | 42 | $4.79K | <0.1% | 00.0% | Unchanged | History |
| FCXFreeport-McMoran Inc | Stock | 126 | $4.80K | <0.1% | 00.0% | Unchanged | History |
| PRUPrudential Financial Inc | Stock | 41 | $4.85K | <0.1% | −126−75.4% | Reduced | History |
| RSGRepublic Services, Inc. | COM | 25 | $5.03K | <0.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 12 | $5.10K | <0.1% | −51−81.0% | Reduced | History |
| VICIVici Properties Inc. | COM | 175 | $5.11K | <0.1% | 00.0% | Unchanged | History |
| ONCYOncolytics Biotech Inc | COM NEW | 5,651 | $5.16K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc46434G772 | MSCI TAIWAN ETF | 103 | $5.33K | <0.1% | +103 | New | – |
| TSNTyson Foods, Inc. | Stock | 93 | $5.34K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 70 | $5.41K | <0.1% | 00.0% | Unchanged | – |
| GNRCGenerac Holdings Inc. | Stock | 35 | $5.43K | <0.1% | −135−79.4% | Reduced | History |
| DALDelta Air Lines, Inc. | COM NEW | 90 | $5.45K | <0.1% | 00.0% | Unchanged | History |
| UALUnited Airlines Holdings, Inc. | COM | 57 | $5.54K | <0.1% | 00.0% | Unchanged | History |
| AGCOAGCO Corp | COM | 60 | $5.61K | <0.1% | 00.0% | Unchanged | History |
| BEBloom Energy Corp | COM CL A | 259 | $5.75K | <0.1% | 00.0% | Unchanged | History |
| EBAYeBay Inc | COM | 94 | $5.82K | <0.1% | 00.0% | Unchanged | History |
| iShares Tips Bond ETF464287176 | ETF | 55 | $5.88K | <0.1% | 00.0% | Unchanged | – |
| WTRGEssential Utilities, Inc. | COM | 166 | $6.02K | <0.1% | +156+1,560.0% | Added | History |
| PMPhilip Morris International Inc. | Stock | 50 | $6.02K | <0.1% | +50 | New | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 77 | $6.04K | <0.1% | +1+1.3% | Added | – |
| LEVILevi Strauss & Co | CL A COM STK | 350 | $6.05K | <0.1% | 00.0% | Unchanged | History |
| UPSTUpstart Holdings, Inc. | COM | 100 | $6.16K | <0.1% | −50−33.3% | Reduced | History |
| First Trust Indxx Innovative Transaction & Process ETF33741X201 | ETF | 134 | $6.24K | <0.1% | 00.0% | Unchanged | – |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 274 | $6.25K | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 100 | $6.25K | <0.1% | +1+1.0% | Added | History |
| CLOVClover Health Investments, Corp. | COM CL A | 2,000 | $6.30K | <0.1% | 00.0% | Unchanged | History |
| REXRRexford Industrial Realty, Inc. | COM | 163 | $6.30K | <0.1% | 00.0% | Unchanged | History |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 1,000 | $6.49K | <0.1% | 00.0% | Unchanged | History |
| CBSHCommerce Bancshares Inc | Stock | 105 | $6.54K | <0.1% | +5+5.0% | Added | History |
| GFIGold Fields Ltd | SPONSORED ADR | 500 | $6.60K | <0.1% | 00.0% | Unchanged | History |
| RIVNRivian Automotive, Inc. | Stock | 508 | $6.76K | <0.1% | 00.0% | Unchanged | History |
| XUnited States Steel Corp | COM | 199 | $6.76K | <0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 155 | $6.81K | <0.1% | +18+13.1% | Added | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 248 | $6.91K | <0.1% | 00.0% | UnchangedConverted for a 4-for-1 split | – |
| NVONovo Nordisk A S | ADR | 82 | $7.05K | <0.1% | −14−14.6% | Reduced | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 73 | $7.07K | <0.1% | +73 | New | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 38 | $7.09K | <0.1% | 00.0% | Unchanged | History |
| SPDR Index Shs FDS78463X103 | PORTFLO EURP ETF | 181 | $7.21K | <0.1% | −37−17.0% | Reduced | – |
| EYPTEyePoint, Inc. | COM NEW | 1,000 | $7.45K | <0.1% | 00.0% | Unchanged | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 163 | $7.88K | <0.1% | +163 | New | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 106 | $8.02K | <0.1% | +37+53.6% | Added | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 162 | $8.14K | <0.1% | +162 | New | – |
| AKRAcadia Realty Trust | COM SH BEN INT | 343 | $8.29K | <0.1% | +2+0.6% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 75 | $8.34K | <0.1% | −25−25.0% | Reduced | History |
| TREXTrex Co Inc | COM | 124 | $8.56K | <0.1% | −22−15.1% | Reduced | History |
| EXCExelon Corp | Stock | 229 | $8.64K | <0.1% | +2+0.9% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 69 | $8.66K | <0.1% | +1+1.5% | Added | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 150 | $8.78K | <0.1% | −301−66.7% | Reduced | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 370 | $8.99K | <0.1% | +370 | New | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 210 | $9.08K | <0.1% | +12+6.1% | Added | – |
| PCGPG&E Corp | Stock | 452 | $9.12K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288307 | MRGSTR MD CP GRW | 121 | $9.14K | <0.1% | 00.0% | Unchanged | – |
| DGXQuest Diagnostics Inc | COM | 61 | $9.20K | <0.1% | 00.0% | Unchanged | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 75 | $9.88K | <0.1% | +75 | New | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 190 | $9.92K | <0.1% | +190 | New | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 384 | $9.93K | <0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| CBChubb Ltd | Stock | 36 | $9.95K | <0.1% | 00.0% | Unchanged | History |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 1,023 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 170 | $10.4K | <0.1% | +170 | New | – |
| iShares Tr464287721 | U.S. TECH ETF | 67 | $10.7K | <0.1% | +67 | New | – |
| IQVIQVIA Holdings Inc. | Stock | 55 | $10.8K | <0.1% | −10−15.4% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 22 | $11.0K | <0.1% | −4−15.4% | Reduced | History |
| AMGNAmgen Inc | Stock | 44 | $11.5K | <0.1% | −8−15.4% | Reduced | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 586 | $11.5K | <0.1% | −294−33.4% | Reduced | History |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 768 | $11.5K | <0.1% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 22 | $11.5K | <0.1% | −4−15.4% | Reduced | History |
| Tidal Trust I886364231 | FUND GRAN US ETF | 600 | $12.0K | <0.1% | +600 | New | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 120 | $12.3K | <0.1% | 00.0% | Unchanged | – |
| CSCOCisco Systems, Inc. | Stock | 216 | $12.8K | <0.1% | +2+0.9% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 212 | $12.8K | <0.1% | −38−15.2% | Reduced | History |
| CICigna Group | Stock | 47 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| GISGeneral Mills Inc | Stock | 204 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| TECKTeck Resources Ltd | CL B | 322 | $13.1K | <0.1% | 00.0% | Unchanged | History |
| OCOwens Corning | Stock | 79 | $13.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 83 | $13.6K | <0.1% | +83 | New | – |
| MKLMarkel Group Inc. | COM | 8 | $13.8K | <0.1% | +1+14.3% | Added | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 48 | $13.8K | <0.1% | +48 | New | – |
| PHKPIMCO High Income Fund | COM SHS | 2,854 | $13.9K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 723 | $14.1K | <0.1% | 00.0% | Unchanged | – |
| WisdomTree Tr97717Y659 | CYBERSECURITY FD | 500 | $14.1K | <0.1% | 00.0% | Unchanged | – |
| TJXTJX Companies Inc | Stock | 121 | $14.6K | <0.1% | −21−14.8% | Reduced | History |
| FDXFedEx Corp | Stock | 52 | $14.7K | <0.1% | 00.0% | Unchanged | History |
| FFord Motor Co | Stock | 1,500 | $14.8K | <0.1% | 00.0% | Unchanged | History |
| IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | COM | 2,740 | $14.9K | <0.1% | 00.0% | Unchanged | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 37 | $14.9K | <0.1% | −7−15.9% | Reduced | History |
| RIOTRiot Platforms, Inc. | COM | 1,500 | $15.3K | <0.1% | +1,500 | New | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 45 | $15.4K | <0.1% | −28−38.4% | Reduced | History |
| SOLVSolventum Corp | Stock | 238 | $15.7K | <0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 173 | $16.0K | <0.1% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 77 | $16.4K | <0.1% | −14−15.4% | Reduced | History |
| CVSCVS Health Corp | Stock | 371 | $16.7K | <0.1% | +371 | New | History |
Sold out since Q3 2024 (18)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| WWWWolverine World Wide Inc | COM | 4,021 | $70.0K | <0.1% | History |
| ARCCAres Capital Corp | CEF | 1,330 | $27.8K | <0.1% | History |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 750 | $26.3K | <0.1% | History |
| SPGSimon Property Group Inc. | REIT | 127 | $21.4K | <0.1% | History |
| STWDStarwood Property Trust, Inc. | COM | 800 | $16.3K | <0.1% | History |
| TRINTrinity Capital Inc. | COM | 1,200 | $16.3K | <0.1% | History |
| PORPortland General Electric Co | COM NEW | 334 | $16.0K | <0.1% | History |
| IRIngersoll Rand Inc. | COM | 154 | $15.1K | <0.1% | History |
| BNYBank of New York Mellon Corp | Stock | 165 | $11.9K | <0.1% | History |
| EPDEnterprise Products Partners L.P. | Stock | 333 | $9.69K | <0.1% | History |
| NPFDNuveen Variable Rate Preferred & Income Fund | COM | 500 | $9.47K | <0.1% | History |
| MAINMain Street Capital CORP | CEF | 167 | $8.37K | <0.1% | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 107 | $7.09K | <0.1% | – |
| ORealty Income Corp | REIT | 99 | $6.28K | <0.1% | History |
| BCEBce Inc | COM NEW | 134 | $4.66K | <0.1% | History |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 83 | $3.60K | <0.1% | History |
| PAXSPIMCO Access Income Fund | SHS BENFIN INT | 100 | $1.66K | <0.1% | History |
| AIGAmerican International Group, Inc. | Stock | 10 | $732 | <0.1% | History |