Cedar Mountain Advisors, LLC Top Holdings and 13F Report (2024)

About Cedar Mountain Advisors, LLC

Investment Activity

  • Cedar Mountain Advisors, LLC has $397.68 million in total holdings as of March 31, 2024.
  • Cedar Mountain Advisors, LLC owns shares of 356 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 0.84% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Cedar Mountain Advisors, LLC has purchased 321 new stocks and bought additional shares in 68 stocks.
  • Cedar Mountain Advisors, LLC sold shares of 24 stocks and completely divested from 15 stocks this quarter.

Largest New Holdings this Quarter

ISHARES BITCOIN TR
$39,620 Holding
Humana
$21,497 Holding
Commerce Bancshares
$5,320 Holding

Largest Purchases this Quarter

Hennessy Stance ESG Large Cap ETF
18,404 shares (about $557.05K)
iShares Russell 1000 Value ETF
2,328 shares (about $416.97K)
PGIM Ultra Short Bond ETF
8,039 shares (about $399.54K)

Largest Sales this Quarter

iShares Russell 1000 Growth ETF
1,076 shares (about $362.67K)
Invesco QQQ
305 shares (about $135.42K)
Vanguard Total International Stock ETF
1,198 shares (about $72.24K)
NIKE
619 shares (about $58.17K)
Applied Materials
249 shares (about $51.35K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCedar Mountain Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$77,111,512$362,665 -0.5%228,78419.4%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$72,524,050$416,969 0.6%404,91318.2%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$30,868,617$161,550 0.5%246,2997.8%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$30,864,565$28,307 -0.1%270,4107.8%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$22,792,799$110,410 0.5%206,2325.7%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$20,022,476$41,559 0.2%672,5725.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$19,985,770$135,423 -0.7%45,0125.0%Finance
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF
$17,918,273$451,567 2.6%581,1964.5%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$15,213,717$399,538 2.7%306,1113.8%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$14,618,342$30,512 -0.2%142,7713.7%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$10,244,531$79,694 0.8%169,5552.6%ETF
SPEU
SPDR Portfolio Europe ETF
$8,948,678$36,862 -0.4%212,6592.3%ETF
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$8,855,613$126,714 1.5%297,3682.2%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$7,230,916$192,708 2.7%105,1011.8%ETF
iShares Core Dividend ETF stock logo
DIVB
iShares Core Dividend ETF
$4,161,163$63,546 1.6%93,5091.0%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$3,310,734$14,235 -0.4%13,2570.8%Business Services
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$3,255,732$16,231 0.5%12,0350.8%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$2,840,692$81,620 3.0%58,9230.7%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$2,416,339$44,900 1.9%31,6440.6%ETF
CSX Co. stock logo
CSX
CSX
$2,347,2120.0%63,3180.6%Transportation
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$2,058,837$37,501 1.9%20,4780.5%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$2,017,073$1,262 0.1%4,7940.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$1,647,365$43,898 -2.6%9,6070.4%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,027,526$2,524 0.2%4,8860.3%Finance
Target Co. stock logo
TGT
Target
$822,432$2,835 0.3%4,6410.2%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$798,567$32,380 -3.9%1,8990.2%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$753,245$68,164 9.9%2,1880.2%ETF
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$752,428$410 0.1%3,6730.2%Business Services
Hennessy Stance ESG Large Cap ETF stock logo
STNC
Hennessy Stance ESG Large Cap ETF
$557,054$557,054 New Holding18,4040.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$481,137$17,579 -3.5%2,7370.1%Auto/Tires/Trucks
McDonald's Co. stock logo
MCD
McDonald's
$474,2400.0%1,6820.1%Retail/Wholesale
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$468,705$72,238 -13.4%7,7730.1%ETF
NIKE, Inc. stock logo
NKE
NIKE
$450,593$58,168 -11.4%4,7950.1%Consumer Discretionary
NVIDIA Co. stock logo
NVDA
NVIDIA
$391,5860.0%4330.1%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$380,494$51,351 -11.9%1,8450.1%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$379,541$650 0.2%5840.1%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$362,107$519 -0.1%4,1870.1%ETF
Albertsons Companies, Inc. stock logo
ACI
Albertsons Companies
$312,1450.0%14,5590.1%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$305,203$1,623 0.5%1,6920.1%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$287,700$6,138 2.2%7500.1%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$286,619$68,517 31.4%5480.1%Finance
Starbucks Co. stock logo
SBUX
Starbucks
$265,944$1,188 0.4%2,9100.1%Retail/Wholesale
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$250,3440.0%2,4000.1%Consumer Staples
The Boeing Company stock logo
BA
Boeing
$250,146$159,429 175.7%1,2960.1%Aerospace
Union Pacific Co. stock logo
UNP
Union Pacific
$240,7660.0%9790.1%Transportation
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$238,6090.0%3260.1%Retail/Wholesale
The Southern Company stock logo
SO
Southern
$226,401$2,296 1.0%3,1560.1%Utilities
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$188,2100.0%1,1600.0%Consumer Staples
Spire Inc. stock logo
SR
Spire
$175,0270.0%2,8520.0%Utilities
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$142,8590.0%1,2290.0%Oils/Energy
PIMCO ETF TR
$141,678$39,876 -22.0%1,5420.0%ACTIVE BD ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$136,8140.0%4750.0%ETF
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$132,0150.0%1,7490.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$124,4810.0%7640.0%ETF
Walmart Inc. stock logo
WMT
Walmart
$107,764$73,828 217.6%1,7910.0%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$105,919$8,746 -7.6%2180.0%Computer and Technology
Weyerhaeuser stock logo
WY
Weyerhaeuser
$99,758$898 0.9%2,7780.0%Construction
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$86,836$57 0.1%1,5170.0%Manufacturing
Morgan Stanley stock logo
MS
Morgan Stanley
$82,287$565 0.7%8740.0%Finance
Global X Autonomous & Electric Vehicles ETF stock logo
DRIV
Global X Autonomous & Electric Vehicles ETF
$73,636$692 0.9%2,9810.0%Auto/Tires/Trucks
Chevron Co. stock logo
CVX
Chevron
$73,3490.0%4650.0%Oils/Energy
Alphabet Inc. stock logo
GOOG
Alphabet
$64,8630.0%4260.0%Computer and Technology
Western Midstream Partners, LP stock logo
WES
Western Midstream Partners
$64,586$1,280 2.0%1,8170.0%Oils/Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$62,746$6,816 -9.8%3130.0%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$59,014$1,811 3.2%3910.0%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$58,6300.0%2850.0%Finance
iShares Russell Top 200 Value ETF stock logo
IWX
iShares Russell Top 200 Value ETF
$55,8660.0%7320.0%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$55,8420.0%3780.0%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$55,5830.0%6610.0%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$55,241$12,739 -18.7%4770.0%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$55,0380.0%6730.0%Manufacturing
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$53,5540.0%2020.0%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$52,5510.0%4290.0%Consumer Discretionary
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$51,7280.0%890.0%Medical
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$50,9740.0%2000.0%Transportation
iShares Morningstar Small-Cap Value ETF stock logo
ISCV
iShares Morningstar Small-Cap Value ETF
$50,8570.0%8310.0%ETF
Danaher Co. stock logo
DHR
Danaher
$49,9610.0%2000.0%Multi-Sector Conglomerates
AbbVie Inc. stock logo
ABBV
AbbVie
$44,790$364 0.8%2460.0%Medical
Visa Inc. stock logo
V
Visa
$43,8160.0%1570.0%Business Services
PepsiCo, Inc. stock logo
PEP
PepsiCo
$43,5770.0%2490.0%Consumer Staples
3M stock logo
MMM
3M
$42,8520.0%4040.0%Multi-Sector Conglomerates
Northwest Natural Holding stock logo
NWN
Northwest Natural
$42,769$186 0.4%1,1490.0%Utilities
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$41,0600.0%830.0%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$40,3710.0%1100.0%Industrial Products
Macy's, Inc. stock logo
M
Macy's
$39,810$340 0.9%1,9910.0%Retail/Wholesale
ISHARES BITCOIN TR
$39,620$39,620 New Holding9790.0%SHS
Waste Connections, Inc. stock logo
WCN
Waste Connections
$39,2180.0%2280.0%Business Services
Paychex, Inc. stock logo
PAYX
Paychex
$39,040$246 0.6%3180.0%Business Services
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$38,737$39,381 -50.4%8420.0%ETF
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$38,3550.0%1550.0%Medical
First Trust NYSE Arca Biotechnology Index Fund stock logo
FBT
First Trust NYSE Arca Biotechnology Index Fund
$37,2120.0%2420.0%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$37,056$3,129 -7.8%8290.0%Finance
VanEck Oil Services ETF stock logo
OIH
VanEck Oil Services ETF
$36,6690.0%1090.0%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$36,225$1,043 -2.8%6250.0%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$36,1570.0%1980.0%ETF
Dutch Bros Inc. stock logo
BROS
Dutch Bros
$36,0030.0%1,0910.0%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$35,773$158 0.4%2260.0%Medical
RTX Co. stock logo
RTX
RTX
$35,552$1,656 4.9%3650.0%Aerospace
Salesforce, Inc. stock logo
CRM
Salesforce
$33,4310.0%1110.0%Computer and Technology
Curtiss-Wright Co. stock logo
CW
Curtiss-Wright
$32,7600.0%1280.0%Aerospace

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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