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CIK: 0001798986
Total reported value
$589.9M
$589.9M
356 檔
39.7%
As reported in its official Q1 2024 Form 13F filing, Cedar Mountain Advisors, LLC's tracked investment portfolio stood at $589.9M with 356 total positions.
During Q1 2024, Cedar Mountain Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 356 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 19.39% | -0.40% | -0.47% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 18.24% | -0.79% | +0.58% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 7.76% | -0.58% | +0.53% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 7.76% | -0.59% | -0.09% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.73% | -0.67% | +0.49% | |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 5.03% | -0.01% | +0.21% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.03% | -0.27% | -0.67% | |
| 8 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 4.51% | +0.42% | +2.59% | |
| 9 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 3.83% | +0.44% | +2.70% | |
| 10 | VFH | Vanguard Financials ETF | ETF-Other | 3.68% | -0.15% | -0.21% | |
| 11 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.58% | -0.29% | +0.78% | |
| 12 | SPEU | State Street Spdr Portfolio | ETF-Other | 2.25% | — | -0.41% | |
| 13 | LVHI | Franklin International Low V | ETF-Other | 2.23% | -0.12% | +1.45% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.82% | +0.07% | +2.74% | |
| 15 | DIVB | Ishares Core Dividend ETF | ETF-Other | 1.05% | -0.03% | +1.55% | |
| 16 | ADP | Automatic Data Processing | Stock-Tech | 0.83% | +0.09% | -0.43% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-Other | 0.82% | — | +0.50% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.71% | — | +2.96% | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.61% | -0.05% | +1.89% | |
| 20 | CSX | Csx CORP | Stock-Industrials | 0.59% | -0.02% | — | |
| 21 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.52% | -0.04% | +1.86% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | +0.04% | +0.06% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.41% | +0.07% | -2.60% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.26% | -0.13% | +0.25% | |
| 25 | TGT | Target CORP | Stock-Consumer Disc | 0.21% | +0.02% | +0.35% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | — | -3.90% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.19% | +0.01% | +9.95% | |
| 28 | BR | Broadridge Financial Solutio | Stock-Tech | 0.19% | +0.02% | +0.05% | |
| 29 | STNC | Hennessy Sustainable ETF | ETF-Other | 0.14% | — | — | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.12% | -0.04% | -3.52% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.12% | -0.01% | — | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.12% | -0.02% | -13.35% | |
| 33 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.11% | -0.02% | -11.43% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | +0.03% | — | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.10% | -0.06% | -11.89% | |
| 36 | INTU | Intuit Inc | Stock-Tech | 0.10% | — | +0.17% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.09% | — | -0.14% | |
| 38 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 0.08% | — | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.08% | -0.01% | +0.53% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.07% | -0.01% | +2.18% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.07% | — | +31.41% | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.07% | -0.01% | +0.45% | |
| 43 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.06% | — | — | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.06% | -0.01% | +175.74% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.06% | — | — | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.06% | — | — | |
| 47 | SO | Southern Co/the | Stock-Utilities | 0.06% | -0.01% | +1.02% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.05% | -0.01% | — | |
| 49 | SR | Spire Inc | Stock-Utilities | 0.04% | -0.03% | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.04% | -0.08% | EXIT |
According to official SEC Form 13F filings, Cedar Mountain Advisors, LLC reported a total U.S. public equity portfolio value of $589.9M across 356 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, IWS) accounted for 39.7% of total reported equity market value during Q1 2024.
During Q1 2024, Cedar Mountain Advisors, LLC's top holdings by market value included IWF (19.4%)、IWD (18.2%)、IWS (7.8%). The largest single position, IWF, represented 19.4% of total portfolio value.
In Q1 2024, Cedar Mountain Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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