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CIK: 0001798986
Total reported value
$580.7M
$580.7M
342 檔
42.3%
According to the latest 13F quarterly dataset, Cedar Mountain Advisors, LLC managed an equity portfolio of $580.7M at the end of Q3 2024, spanning 342 distinct U.S. exchange-listed positions.
In Q3 2024, Cedar Mountain Advisors, LLC displayed an active expansion posture, initiating 10 new positions and adding to 22 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 342 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-Other | 17.58% | -0.01% | +0.36% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 17.38% | +0.42% | -9.46% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 7.43% | -0.01% | +0.27% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 7.31% | +0.11% | +1.37% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.71% | +0.28% | +3.35% | |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 5.05% | -0.44% | +9.87% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.61% | +0.56% | -6.98% | |
| 8 | VFH | Vanguard Financials ETF | ETF-Other | 3.63% | -0.11% | +2.06% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.18% | -0.36% | +34780.82% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 3.16% | -0.07% | +293.26% | |
| 11 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 2.57% | -0.26% | — | |
| 12 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.56% | +0.12% | -3.36% | |
| 13 | LVHI | Franklin International Low V | ETF-Other | 2.30% | -0.33% | +4.61% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.79% | -0.18% | +0.83% | |
| 15 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.73% | -0.16% | -59.18% | |
| 16 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.72% | -0.15% | -52.20% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.70% | -0.17% | — | |
| 18 | DIVB | Ishares Core Dividend ETF | ETF-Other | 1.04% | +0.01% | -0.17% | |
| 19 | ADP | Automatic Data Processing | Stock-Tech | 0.83% | -0.02% | +0.10% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.67% | -0.05% | +6.32% | |
| 21 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.59% | — | -11.75% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | +0.01% | — | |
| 23 | CSX | Csx CORP | Stock-Industrials | 0.49% | +0.01% | +0.00% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.49% | +0.02% | -2.92% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.13% | +0.08% | |
| 26 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.46% | -0.05% | -1.67% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.34% | +0.06% | +70.97% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.25% | -0.07% | +11.95% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.23% | — | +663.35% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | -0.01% | +2.21% | |
| 31 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.19% | -0.06% | +90.75% | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.18% | -0.02% | — | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.18% | -0.01% | — | |
| 34 | BR | Broadridge Financial Solutio | Stock-Tech | 0.18% | -0.04% | +0.05% | |
| 35 | TGT | Target CORP | Stock-Consumer Disc | 0.16% | — | -0.35% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | — | -0.18% | |
| 37 | STNC | Hennessy Sustainable ETF | ETF-Other | 0.13% | — | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | — | +5.12% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.12% | -0.03% | — | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.11% | — | -5.42% | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.09% | -0.01% | — | |
| 42 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.09% | -0.12% | — | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.08% | +0.09% | — | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.08% | -0.02% | — | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.08% | — | -12.28% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.08% | +0.01% | — | |
| 47 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.07% | — | +10.05% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | +0.01% | -4.02% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.07% | — | -2.42% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.07% | +0.03% | +0.78% |
According to official SEC Form 13F filings, Cedar Mountain Advisors, LLC reported a total U.S. public equity portfolio value of $580.7M across 342 disclosed positions in Q3 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 IWD, IWF, IWS) accounted for 42.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
ILTB
市值: $11.4M
Top Position Liquidated / Trimmed
IWX
前期市值: $54.8K
During Q3 2024, Cedar Mountain Advisors, LLC's top holdings by market value included IWD (17.6%)、IWF (17.4%)、IWS (7.4%). The largest single position, IWD, represented 17.6% of total portfolio value.
In Q3 2024, Cedar Mountain Advisors, LLC made 48 total portfolio adjustments, initiating 10 new buys, adding to 22 positions, trimming 14 holdings, and fully liquidating 2 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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