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CIK: 0001798986
Total reported value
$580.7M
$580.7M
348 檔
40.7%
In Q2 2024, Cedar Mountain Advisors, LLC's U.S. equity holdings reached a combined market value of $580.7M, distributed across 348 disclosed stock positions.
During Q2 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 348 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 20.42% | +0.42% | -0.83% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 17.64% | -0.01% | +1.11% | |
| 3 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 7.43% | +0.11% | +0.89% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 7.41% | -0.01% | +0.97% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.52% | +0.28% | +1.69% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.32% | +0.56% | -0.00% | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 4.94% | -0.44% | +0.21% | |
| 8 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 4.65% | -0.16% | +5.04% | |
| 9 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 3.94% | -0.15% | +4.77% | |
| 10 | VFH | Vanguard Financials ETF | ETF-Other | 3.54% | -0.11% | +0.64% | |
| 11 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.74% | +0.12% | +3.14% | |
| 12 | LVHI | Franklin International Low V | ETF-Other | 2.30% | -0.33% | +5.53% | |
| 13 | SPEU | State Street Spdr Portfolio | ETF-Other | 2.20% | — | +0.51% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.81% | -0.18% | +1.97% | |
| 15 | DIVB | Ishares Core Dividend ETF | ETF-Other | 1.04% | +0.01% | +1.93% | |
| 16 | VHT | Vanguard Health Care ETF | ETF-Other | 0.83% | -0.07% | +5.03% | |
| 17 | ADP | Automatic Data Processing | Stock-Tech | 0.78% | -0.02% | -0.32% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.72% | — | +3.37% | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.64% | -0.05% | +6.95% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.13% | -0.04% | |
| 21 | CSX | Csx CORP | Stock-Industrials | 0.52% | +0.01% | — | |
| 22 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.52% | -0.05% | +1.57% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.02% | -0.58% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.23% | -0.07% | -8.02% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.21% | +0.06% | +4.71% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | -0.01% | — | |
| 27 | BR | Broadridge Financial Solutio | Stock-Tech | 0.18% | -0.04% | -0.22% | |
| 28 | TGT | Target CORP | Stock-Consumer Disc | 0.17% | — | -0.15% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | — | +0.33% | |
| 30 | STNC | Hennessy Sustainable ETF | ETF-Other | 0.13% | — | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | — | +865.82% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.12% | — | +6.10% | |
| 33 | AMAT | Applied Materials Inc | Stock-Tech | 0.11% | +0.09% | — | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.11% | -0.03% | -0.36% | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.09% | -0.02% | +0.17% | |
| 36 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.09% | -0.06% | +4.13% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.09% | — | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.08% | +0.01% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.07% | +0.02% | +0.18% | |
| 40 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 0.07% | -0.02% | — | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.07% | +0.01% | +19.52% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.07% | -0.02% | — | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.06% | — | -0.93% | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.06% | +0.03% | +0.92% | |
| 45 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.06% | — | -8.33% | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.06% | — | +0.55% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.05% | — | — | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.05% | — | — | |
| 49 | SR | Spire Inc | Stock-Utilities | 0.04% | -0.01% | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.04% | -0.02% | +10.74% |
According to official SEC Form 13F filings, Cedar Mountain Advisors, LLC reported a total U.S. public equity portfolio value of $580.7M across 348 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, IWP) accounted for 40.7% of total reported equity market value during Q2 2024.
During Q2 2024, Cedar Mountain Advisors, LLC's top holdings by market value included IWF (20.4%)、IWD (17.6%)、IWP (7.4%). The largest single position, IWF, represented 20.4% of total portfolio value.
In Q2 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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