Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- Latest filing
- Jul 2, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 22, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 360
- +14 vs. Q1 2025
- Portfolio value
- $481.2M
- +$34.8M (+7.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street SPDR S&P Bank ETF78464A797 | ETF | 346 | $19.3K | <0.1% | +2+0.6% | Added | – |
| ALLAllstate Corp | Stock | 104 | $20.9K | <0.1% | 00.0% | Unchanged | History |
| EXASExact Sciences Corp | COM | 400 | $21.3K | <0.1% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 62 | $21.3K | <0.1% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 42 | $21.4K | <0.1% | 00.0% | Unchanged | History |
| VTRSViatris Inc | Stock | 2,456 | $21.9K | <0.1% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 911 | $22.1K | <0.1% | +12+1.3% | Added | History |
| KLACKLA Corp | COM NEW | 25 | $22.4K | <0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 285 | $22.8K | <0.1% | −45−13.6% | Reduced | History |
| NVTSNavitas Semiconductor Corp | COM | 3,500 | $22.9K | <0.1% | +3,500 | New | History |
| ORCLOracle Corp | Stock | 105 | $23.0K | <0.1% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 118 | $23.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 211 | $23.6K | <0.1% | +2+1.0% | Added | – |
| DFINDonnelley Financial Solutions, Inc. | COM | 385 | $23.7K | <0.1% | 00.0% | Unchanged | History |
| MORNMorningstar, Inc. | COM | 77 | $24.1K | <0.1% | 00.0% | Unchanged | History |
| CEGConstellation Energy Corp | Stock | 76 | $24.4K | <0.1% | +1+1.3% | Added | History |
| MMacy's, Inc. | COM | 2,102 | $24.5K | <0.1% | +29+1.4% | Added | History |
| TXNTexas Instruments Inc | Stock | 122 | $25.3K | <0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 347 | $25.4K | <0.1% | +1+0.3% | Added | History |
| CVSCVS Health Corp | Stock | 371 | $25.6K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 111 | $25.6K | <0.1% | 00.0% | Unchanged | – |
| FISVFiserv Inc | Stock | 151 | $26.0K | <0.1% | 00.0% | Unchanged | History |
| MGMMGM Resorts International | Stock | 762 | $26.2K | <0.1% | +149+24.3% | Added | History |
| HYFMHydrofarm Holdings Group, Inc. | COM | 7,051 | $26.4K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287127 | MORNINGSTR US EQ | 313 | $26.8K | <0.1% | 00.0% | Unchanged | – |
| CRMSalesforce, Inc. | Stock | 99 | $27.1K | <0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 202 | $27.4K | <0.1% | +1+0.5% | Added | History |
| AEPAmerican Electric Power Co Inc | Stock | 270 | $28.0K | <0.1% | +3+1.1% | Added | History |
| iShares Tr464288877 | EAFE VALUE ETF | 456 | $28.9K | <0.1% | +10+2.2% | Added | – |
| AVAAvista Corp | COM | 769 | $29.2K | <0.1% | +1+0.1% | Added | History |
| SILASila Realty Trust, Inc. | COMMON STOCK | 1,250 | $29.6K | <0.1% | 00.0% | Unchanged | History |
| GRMNGarmin Ltd | SHS | 146 | $30.5K | <0.1% | +1+0.7% | Added | History |
| CVXChevron Corp | Stock | 215 | $30.8K | <0.1% | −34−13.7% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 116 | $31.0K | <0.1% | 00.0% | Unchanged | History |
| KMPRKEMPER Corp | COM | 500 | $32.3K | <0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 249 | $32.9K | <0.1% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 81 | $32.9K | <0.1% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 161 | $32.9K | <0.1% | 00.0% | Unchanged | History |
| FEFirstenergy Corp | COM | 863 | $34.8K | <0.1% | +9+1.1% | Added | History |
| TDYTeledyne Technologies Inc | COM | 68 | $34.8K | <0.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 90 | $35.1K | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 230 | $35.1K | <0.1% | +1+0.4% | Added | History |
| SCHWSchwab Charles Corp | Stock | 397 | $36.3K | <0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 171 | $36.4K | <0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 294 | $36.5K | <0.1% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 150 | $38.4K | <0.1% | 00.0% | Unchanged | History |
| ProShares Bitcoin ETF74347G440 | ETF | 1,801 | $38.7K | <0.1% | +548+43.7% | Added | – |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 244 | $39.3K | <0.1% | 00.0% | Unchanged | – |
| NFLXNetflix Inc | Stock | 30 | $40.2K | <0.1% | +8+36.4% | Added | History |
| GEVGE Vernova Inc. | Stock | 77 | $40.8K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 201 | $41.1K | <0.1% | 00.0% | Unchanged | – |
| VZVerizon Communications Inc | Stock | 979 | $42.4K | <0.1% | +12+1.2% | Added | History |
| WCNWaste Connections, Inc. | COM | 228 | $42.6K | <0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 630 | $44.6K | <0.1% | +630 | New | – |
| iShares Tr464288703 | MRNING SM CP ETF | 727 | $44.6K | <0.1% | 00.0% | Unchanged | – |
| ABBVAbbVie Inc. | Stock | 245 | $45.5K | <0.1% | +2+0.8% | Added | History |
| USBUS Bancorp DE | COM NEW | 1,014 | $45.9K | <0.1% | +209+26.0% | Added | History |
| ATIAti Inc | Stock | 535 | $46.2K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell Midcap ETF464287499 | ETF | 509 | $46.8K | <0.1% | 00.0% | Unchanged | – |
| AVGOBroadcom Inc. | Stock | 171 | $47.1K | <0.1% | +100+140.8% | Added | History |
| PAYXPaychex Inc | Stock | 329 | $47.8K | <0.1% | +3+0.9% | Added | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 378 | $50.3K | <0.1% | +1+0.3% | Added | – |
| BROSDutch Bros Inc. | CL A | 741 | $50.7K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288760 | US AER DEF ETF | 269 | $50.7K | <0.1% | +38+16.5% | Added | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 378 | $51.0K | <0.1% | 00.0% | Unchanged | – |
| RTXRTX Corp | Stock | 350 | $51.1K | <0.1% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 51 | $53.0K | <0.1% | +1+2.0% | Added | History |
| AEEAmeren Corp | COM | 556 | $53.4K | <0.1% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 400 | $54.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 673 | $55.8K | <0.1% | 00.0% | Unchanged | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 609 | $56.1K | <0.1% | +41+7.2% | Added | – |
| NWNNorthwest Natural Holding Co | COM | 1,430 | $56.8K | <0.1% | +83+6.2% | Added | History |
| VVisa Inc. | Stock | 162 | $57.5K | <0.1% | −5−3.0% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 331 | $58.7K | <0.1% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 404 | $61.5K | <0.1% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 177 | $62.0K | <0.1% | 00.0% | Unchanged | History |
| CWCurtiss Wright Corp | Stock | 128 | $62.5K | <0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 356 | $62.8K | <0.1% | −200−36.0% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 218 | $63.2K | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 2,535 | $73.4K | <0.1% | +25+1.0% | Added | History |
| WYWeyerhaeuser Co | COM NEW | 2,867 | $73.7K | <0.1% | +20+0.7% | Added | History |
| INTCIntel Corp | Stock | 3,381 | $75.7K | <0.1% | +500+17.4% | Added | History |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 2,036 | $78.8K | <0.1% | +46+2.3% | Added | History |
| GEGeneral Electric Co | Stock | 313 | $80.6K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 702 | $83.6K | <0.1% | +225+47.2% | Added | – |
| GLDSPDR Gold Trust | ETF | 285 | $86.9K | <0.1% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 393 | $90.0K | <0.1% | +1+0.3% | Added | History |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,523 | $90.3K | <0.1% | +2+0.1% | Added | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 1,723 | $93.7K | <0.1% | 00.0% | Unchanged | – |
| IBMInternational Business Machines Corp | Stock | 332 | $98.0K | <0.1% | −100−23.1% | Reduced | History |
| MSMorgan Stanley | Stock | 854 | $120.3K | <0.1% | +5+0.6% | Added | History |
| Vanguard Real Estate ETF922908553 | ETF | 1,396 | $124.3K | <0.1% | +4+0.3% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 368 | $125.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,320 | $127.9K | <0.1% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 2,251 | $128.0K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 1,931 | $133.4K | <0.1% | −303−13.6% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 1,271 | $137.0K | <0.1% | −95−7.0% | Reduced | History |
| IBITiShares Bitcoin Trust ETF | ETF | 2,347 | $143.7K | <0.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 1,625 | $158.9K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 267 | $165.6K | <0.1% | +1+0.4% | Added | – |
Sold out since Q1 2025 (8)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| iShares Russell Top 200 Growth ETF464289438 | ETF | 371 | $78.3K | <0.1% | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 960 | $73.5K | <0.1% | – |
| XUnited States Steel Corp | COM | 199 | $8.41K | <0.1% | History |
| RIOTRiot Platforms, Inc. | COM | 1,050 | $7.48K | <0.1% | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 70 | $5.48K | <0.1% | – |
| NVONovo Nordisk A S | ADR | 77 | $5.35K | <0.1% | History |
| SOUNSoundhound AI, Inc. | CLASS A COM | 500 | $4.06K | <0.1% | History |
| FABCFabric.AI, Inc. | COM | 13 | $7 | <0.1% | History |