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Livermore
Livermore
ZHEN

Cedar Mountain Advisors, LLC

SEC CIK
0001798986
Latest filing
Jul 2, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 14, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
346
−25 vs. Q4 2024
Portfolio value
$446.4M
−$8.66M (−1.9%) vs. Q4 2024
Filed
Apr 14, 2025
SEC
Holdings of Cedar Mountain Advisors, LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Russell 1000 Value ETF464287598ETF414,979$78.1M17.5%+1,428+0.3%Added–
iShares Russell 1000 Growth ETF464287614ETF203,612$73.5M16.5%−955−0.5%Reduced–
iShares Russell Mid-Cap Growth ETF464287481ETF283,228$33.3M7.5%−785−0.3%Reduced–
iShares Russell Mid-Cap Value ETF464287473ETF254,871$32.1M7.2%+2,204+0.9%Added–
iShares Core S&P Small Cap ETF464287804ETF220,011$23.0M5.2%+2,600+1.2%Added–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF731,553$22.0M4.9%−6,707−0.9%Reduced–
Invesco QQQ Trust Series I46090E103ETF41,680$19.5M4.4%−116−0.3%Reduced–
Vanguard Financials ETF92204A405ETF146,211$17.5M3.9%−364−0.2%Reduced–
Schwab US Aggregate Bond ETF808524839ETF612,616$14.2M3.2%+47,737+8.5%Added–
Vanguard Health Care ETF92204A504ETF48,558$12.9M2.9%+1,017+2.1%Added–
iShares Tr464289479CORE LT USDB ETF224,006$11.2M2.5%+26,542+13.4%Added–
Invesco S&P 500 Quality ETF46137V241ETF167,418$11.1M2.5%+2,842+1.7%Added–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW340,458$11.0M2.5%+12,836+3.9%Added–
Vanguard Whitehall FDS921946794INTL HIGH ETF122,323$9.01M2.0%+2,302+1.9%Added–
SPDR Series Trust78468R200ST STR RATE ETF255,198$7.87M1.8%+6,077+2.4%Added–
Pgim ETF Tr69344A107PGIM ULTRA SH BD157,479$7.83M1.8%+4,100+2.7%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF75,702$7.49M1.7%+1,397+1.9%Added–
iShares Flexible Income Active ETF092528603ETF100,043$5.24M1.2%+1,164+1.2%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF108,299$4.90M1.1%+1,478+1.4%Added–
iShares Tr46435U861CORE DIVID ETF95,564$4.64M1.0%+929+1.0%Added–
ADPAutomatic Data Processing IncStock12,984$3.97M0.9%−256−1.9%ReducedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF37,835$3.09M0.7%+1,858+5.2%Added–
J P Morgan Exchange Traded F46654Q716ACTIVE BOND ETF54,646$2.92M0.7%+3,464+6.8%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF8,767$2.41M0.5%+101+1.2%Added–
AAPLApple Inc.Stock8,757$1.95M0.4%−235−2.6%ReducedHistory
CSXCSX CorpStock63,320$1.86M0.4%+10.0%AddedHistory
MSFTMicrosoft CorpStock4,563$1.71M0.4%−76−1.6%ReducedHistory
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF16,686$1.68M0.4%+334+2.0%Added–
Vanguard Morningstar Growth ETF922908736ETF3,543$1.31M0.3%−378−9.6%Reduced–
BRK.BBerkshire Hathaway IncStock1,903$1.01M0.2%−38−2.0%ReducedHistory
Vanguard Morningstar Value ETF922908744ETF5,606$968.4K0.2%−226−3.9%Reduced–
BRBroadridge Financial Solutions, Inc.Stock3,696$896.1K0.2%+14+0.4%AddedHistory
iShares Russell 2000 ETF464287655ETF4,344$866.6K0.2%−494−10.2%Reduced–
Vanguard Total Bond Market ETF921937835ETF10,768$790.9K0.2%00.0%Unchanged–
Vanguard Mun BD FDS922907746TAX EXEMPT BD15,516$769.9K0.2%00.0%Unchanged–
TSLATesla, Inc.Stock2,635$682.9K0.2%−33−1.2%ReducedHistory
NKENIKE, Inc.Stock8,067$512.1K0.1%+42+0.5%AddedHistory
TGTTarget CorpStock4,618$481.9K0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock1,487$464.4K0.1%−239−13.8%ReducedHistory
Hennessy FDS Tr42588P692STANCE ESG LARGE15,204$453.4K0.1%−3,200−17.4%Reduced–
Vanguard Malvern FDS922020805STRM INFPROIDX8,285$413.4K0.1%00.0%Unchanged–
NVDANVIDIA CorpStock3,410$369.6K0.1%+17+0.5%AddedHistory
INTUIntuit Inc.Stock580$356.3K0.1%−1−0.2%ReducedHistory
COSTCostco Wholesale CorpStock361$341.2K0.1%−3−0.8%ReducedHistory
Vanguard Index FDS922908652EXTEND MKT ETF1,859$320.2K0.1%00.0%Unchanged–
ACIAlbertsons Companies, Inc.COMMON STOCK14,559$320.2K0.1%00.0%UnchangedHistory
SBUXStarbucks CorpStock3,182$312.2K0.1%+110+3.6%AddedHistory
BABoeing CoStock1,818$310.1K0.1%00.0%UnchangedHistory
SOSouthern CoStock3,314$304.7K0.1%+26+0.8%AddedHistory
AMATApplied Materials IncStock1,903$276.2K0.1%+31+1.7%AddedHistory
SPYSPDR S&P 500 ETF TrustETF464$259.6K0.1%+32+7.4%AddedHistory
CHDChurch & Dwight Co IncCOM2,200$242.2K0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock961$227.1K0.1%−5−0.5%ReducedHistory
SRSpire IncCOM2,852$223.2K<0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock607$222.6K<0.1%−69−10.2%ReducedHistory
PGProcter & Gamble CoStock1,204$205.2K<0.1%+7+0.6%AddedHistory
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF2,955$176.4K<0.1%−791−21.1%Reduced–
AMZNAmazon Com IncStock854$162.5K<0.1%−10−1.2%ReducedHistory
XOMExxonMobil Holdings CorpCOM1,366$162.5K<0.1%+7+0.5%AddedHistory
iShares Core S&P 500 ETF464287200ETF266$149.4K<0.1%−152−36.4%Reduced–
WMTWalmart Inc.Stock1,625$142.7K<0.1%−16−1.0%ReducedHistory
METAMeta Platforms, Inc.Stock246$141.5K<0.1%+10+4.2%AddedHistory
Vanguard Star FDS921909768VG TL INTL STK F2,234$138.8K<0.1%+6+0.3%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM2,251$128.6K<0.1%+2,251New–
Vanguard Real Estate ETF922908553ETF1,392$126.0K<0.1%−9−0.6%Reduced–
iShares Tr464287622RUS 1000 ETF368$112.9K<0.1%−4−1.1%Reduced–
IBITiShares Bitcoin Trust ETFETF2,347$109.9K<0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock432$107.3K<0.1%+3+0.7%AddedHistory
iShares Tr464287119MORNINGSTAR GRWT1,320$106.9K<0.1%−339−20.4%Reduced–
MSMorgan StanleyStock849$99.1K<0.1%−8−0.9%ReducedHistory
WMWaste Management IncStock392$90.7K<0.1%+2+0.5%AddedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF1,723$89.2K<0.1%+1,723New–
GOOGLAlphabet Inc.Stock556$86.0K<0.1%+203+57.5%AddedHistory
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF1,521$83.4K<0.1%+2+0.1%Added–
WYWeyerhaeuser CoCOM NEW2,847$83.4K<0.1%+18+0.6%AddedHistory
GLDSPDR Gold TrustETF285$82.1K<0.1%00.0%UnchangedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT1,990$81.5K<0.1%+42+2.2%AddedHistory
iShares Russell Top 200 Growth ETF464289438ETF371$78.3K<0.1%+294+381.8%Added–
Vanguard Intermediate-Term Bond ETF921937819ETF960$73.5K<0.1%+3+0.3%Added–
TAT&T Inc.Stock2,510$71.0K<0.1%+4+0.2%AddedHistory
INTCIntel CorpStock2,881$65.4K<0.1%+2,881NewHistory
GEGeneral Electric CoStock313$62.6K<0.1%00.0%UnchangedHistory
MMM3M CoStock404$59.3K<0.1%00.0%UnchangedHistory
VVisa Inc.Stock167$58.5K<0.1%+37+28.5%AddedHistory
NWNNorthwest Natural Holding CoCOM1,347$57.5K<0.1%+15+1.1%AddedHistory
iShares Tr4642886613 7 YR TREAS BD477$56.4K<0.1%00.0%Unchanged–
AEEAmeren CorpCOM556$55.8K<0.1%00.0%UnchangedHistory
iShares Tr4642874571 3 YR TREAS BD673$55.7K<0.1%00.0%Unchanged–
State Street Health Care Select Sector SPDR ETF81369Y209ETF378$55.2K<0.1%−46−10.8%Reduced–
JPMJPMorgan Chase & CoStock218$53.4K<0.1%+1+0.5%AddedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF568$52.5K<0.1%+7+1.2%Added–
GOOGAlphabet Inc.Stock331$51.7K<0.1%−23−6.5%ReducedHistory
ABBVAbbVie Inc.Stock243$50.9K<0.1%+2+0.8%AddedHistory
PAYXPaychex IncStock326$50.4K<0.1%+2+0.6%AddedHistory
BLKBlackRock, Inc.Stock50$47.6K<0.1%00.0%UnchangedHistory
iShares S&P Small-Cap 600 Growth ETF464287887ETF377$47.0K<0.1%+1+0.3%Added–
RTXRTX CorpStock350$46.4K<0.1%00.0%UnchangedHistory
BROSDutch Bros Inc.CL A741$45.7K<0.1%00.0%UnchangedHistory
WCNWaste Connections, Inc.COM228$44.5K<0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock967$43.9K<0.1%00.0%UnchangedHistory

Sold out since Q4 2024 (38)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Cedar Mountain Advisors, LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
iShares Tr46434V613CORE UNIVRSL USD1,144$51.7K<0.1%–
iShares MSCI USA Quality Factor ETF46432F339ETF133$23.7K<0.1%–
iShares Inc464286525MSCI GBL MIN VOL197$21.5K<0.1%–
iShares Tr464288588MBS ETF216$19.8K<0.1%–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF208$19.0K<0.1%–
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50342$17.1K<0.1%–
FFord Motor CoStock1,500$14.8K<0.1%History
IQVIQVIA Holdings Inc.Stock55$10.8K<0.1%History
iShares Tr464287721U.S. TECH ETF67$10.7K<0.1%–
iShares Core Dividend Growth ETF46434V621ETF170$10.4K<0.1%–
State Street Industrial Select Sector SPDR ETF81369Y704ETF75$9.88K<0.1%–
Schwab Intermediate-Term US Treasury ETF808524854ETF370$8.99K<0.1%–
TREXTrex Co IncCOM124$8.56K<0.1%History
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF162$8.14K<0.1%–
State Street Financial Select Sector SPDR ETF81369Y605ETF163$7.88K<0.1%–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF73$7.07K<0.1%–
iShares Inc46434G772MSCI TAIWAN ETF103$5.33K<0.1%–
iShares Inc46434G822MSCI JAPAN ETF68$4.56K<0.1%–
RKLBRocket Lab CorpCOM175$4.46K<0.1%History
iShares Inc464286764MSCI SPAIN ETF134$4.16K<0.1%–
ARMArm Holdings PLCADR30$3.70K<0.1%History
iShares Inc464286749MSCI SWITZERLAND77$3.54K<0.1%–
iShares Inc46434G830MSCI ITALY ETF97$3.49K<0.1%–
iShares Tr46429B671MSCI CHINA ETF69$3.23K<0.1%–
State Street Energy Select Sector SPDR ETF81369Y506ETF36$3.08K<0.1%–
iShares Inc464286509MSCI CDA ETF76$3.06K<0.1%–
iShares Inc464286756MSCI SWEDEN ETF69$2.58K<0.1%–
iShares Tr46435U713US INFRASTRUC54$2.50K<0.1%–
iShares Inc464286707MSCI FRANCE ETF67$2.40K<0.1%–
iShares Tr464288281JPMORGAN USD EMG25$2.23K<0.1%–
Vanguard Long-Term Treasury ETF92206C847ETF30$1.66K<0.1%–
iShares Tr46428743220 YR TR BD ETF17$1.49K<0.1%–
iShares Inc46434G780MSCI SINGPOR ETF48$1.05K<0.1%–
iShares Inc464286806MSCI GERMANY ETF31$986<0.1%–
EMBCEmbecta Corp.Stock31$640<0.1%History
iShares Inc464286400MSCI BRAZIL ETF24$540<0.1%–
iShares MSCI India ETF46429B598ETF5$263<0.1%–
NKLANikola CorpCOM NEW3$4<0.1%History