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CIK: 0001798986
Total reported value
$580.7M
$580.7M
377 檔
43.5%
During the Q4 2024 filing period, Cedar Mountain Advisors, LLC (CIK: 0001798986) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $580.7M across 377 reported positions.
Cedar Mountain Advisors, LLC executed strategic sector rebalancing during Q4 2024, establishing 5 new positions while fully exiting 1 holdings and trimming 23 positions.
Showing top 200 holdings (of 377 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 18.05% | +0.42% | -0.41% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 16.82% | -0.01% | +0.65% | |
| 3 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 7.91% | +0.11% | +2.69% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 7.18% | -0.01% | +1.33% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.50% | +0.28% | +0.30% | |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 4.84% | -0.44% | -0.31% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.70% | +0.56% | -0.18% | |
| 8 | VFH | Vanguard Financials ETF | ETF-Other | 3.80% | -0.11% | -0.05% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.82% | -0.36% | +90.52% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 2.65% | -0.07% | -4.36% | |
| 11 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.42% | +0.12% | -2.62% | |
| 12 | LVHI | Franklin International Low V | ETF-Other | 2.20% | -0.33% | -0.19% | |
| 13 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 2.11% | -0.26% | -7.73% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.79% | -0.18% | +11.07% | |
| 15 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.68% | -0.16% | -0.02% | |
| 16 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.67% | -0.15% | +0.05% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.58% | -0.17% | -0.02% | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.13% | -0.12% | +1295.22% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.03% | -0.03% | +119923.60% | |
| 20 | DIVB | Ishares Core Dividend ETF | ETF-Other | 0.99% | +0.01% | -0.54% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 0.85% | -0.02% | +0.09% | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.62% | -0.05% | -0.02% | |
| 23 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.59% | +0.11% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | +0.01% | — | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.49% | +0.02% | -3.02% | |
| 26 | CSX | Csx CORP | Stock-Industrials | 0.45% | +0.01% | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.13% | -3.27% | |
| 28 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.36% | -0.05% | -20.05% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.35% | +0.06% | +0.10% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.24% | — | -2.66% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.23% | -0.07% | -3.84% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.22% | — | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | -0.01% | — | |
| 34 | BR | Broadridge Financial Solutio | Stock-Tech | 0.18% | -0.04% | +0.41% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.17% | -0.01% | — | |
| 36 | BND | Vanguard Total Bond Market | ETF-Other | 0.17% | -0.02% | — | |
| 37 | TGT | Target CORP | Stock-Consumer Disc | 0.14% | — | — | |
| 38 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.13% | -0.06% | -15.74% | |
| 39 | STNC | Hennessy Sustainable ETF | ETF-Other | 0.12% | — | — | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.11% | -0.03% | +2.98% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | — | -22.82% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.09% | -0.01% | — | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.08% | -0.02% | -0.68% | |
| 44 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.08% | +0.01% | — | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.07% | -0.02% | +11.66% | |
| 46 | BA | Boeing Co/the | Stock-Industrials | 0.07% | +0.01% | +19.76% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.07% | +0.09% | +1.46% | |
| 48 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 0.06% | -0.02% | — | |
| 49 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.06% | — | -4.60% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.06% | +0.03% | +2.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BINC | Ishares Flex I A Etf-usd Inc | +1% | +1295.22% | Add |
| 2 | VWO | Vanguard Ftse Emerging Marke | +1% | +119923.60% | Add |
| 3 | IWF | Ishares Russell 1000 Growth | +0.7% | -0.41% | Trim |
| 4 | IWP | Ishares Russell Mid-cap Grow | +0.6% | +2.69% | Add |
| 5 | JBND | Jpmorgan Active Bond ETF | +0.6% | NEW | New buy |
| 6 | VFH | Vanguard Financials ETF | +0.2% | -0.05% | Trim |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.18% | Trim |
| 8 | TSLA | Tesla Inc | +0.1% | -2.66% | Trim |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | New buy |
| 10 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | NEW | New buy |
| 11 | ADP | Automatic Data Processing | 0% | +0.09% | Add |
| 12 | BA | Boeing Co/the | 0% | +19.76% | Add |
| 13 | WM | Waste Management Inc | 0% | +2685.71% | Add |
| 14 | IBIT | Ishares Bitcoin Trust ETF | 0% | +72.32% | Add |
| 15 | BIV | Vanguard Intermediate-term B | 0% | +3887.50% | Add |
| 16 | VUG | Vanguard Growth ETF | 0% | +0.10% | Add |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | NEW | New buy |
| 18 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 19 | T | At&t Inc | 0% | +508.25% | Add |
| 20 | VYMI | Vanguard Int High Dvd Yld In | — | +11.07% | Add |
| 21 | AAPL | Apple Inc | — | -3.02% | Trim |
| 22 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 23 | COST | Costco Wholesale CORP | — | +11.66% | Add |
| 24 | BR | Broadridge Financial Solutio | — | +0.41% | Add |
| 25 | AMAT | Applied Materials Inc | 0% | +1.46% | Add |
| 26 | TGT | Target CORP | 0% | — | Unchanged |
| 27 | NVDA | Nvidia CORP | 0% | -22.82% | Trim |
| 28 | WWW | Wolverine World Wide Inc | 0% | EXIT | Sold out |
| 29 | BOND | Pimco Active Bond Exchange-t | 0% | -55.05% | Trim |
| 30 | IWM | Ishares Russell 2000 ETF | 0% | -3.84% | Trim |
| 31 | AMZN | Amazon.com Inc | 0% | -46.80% | Trim |
| 32 | CSX | Csx CORP | 0% | — | Unchanged |
| 33 | MSFT | Microsoft CORP | 0% | -3.27% | Trim |
| 34 | VNQ | Vanguard Real Estate ETF | -0.1% | -61.86% | Trim |
| 35 | XLP | Ss Consumer Staples Sel Sect | -0.1% | -0.02% | Trim |
| 36 | DIVB | Ishares Core Dividend ETF | -0.1% | -0.54% | Trim |
| 37 | NKE | Nike Inc -cl B | -0.1% | -15.74% | Trim |
| 38 | VXUS | Vanguard Total Intl Stock | -0.1% | -71.44% | Trim |
| 39 | MINT | Pimco Enhanced Short Maturit | -0.1% | -20.05% | Trim |
| 40 | LVHI | Franklin International Low V | -0.1% | -0.19% | Trim |
| 41 | AGG | Ishares Core U.s. Aggregate | -0.1% | -0.02% | Trim |
| 42 | SPHQ | Invesco S&p 500 Quality ETF | -0.1% | -2.62% | Trim |
| 43 | SPSB | Ss Spdr P St C CORP ETF | -0.2% | -0.31% | Trim |
| 44 | IJR | Ishares Core S&p Small-cap E | -0.2% | +0.30% | Add |
| 45 | IWS | Ishares Russell Mid-cap Valu | -0.3% | +1.33% | Add |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | -0.4% | +90.52% | Add |
| 47 | ILTB | Ishares Core 10+ Year Usd Bo | -0.5% | -7.73% | Trim |
| 48 | VHT | Vanguard Health Care ETF | -0.5% | -4.36% | Trim |
| 49 | SCHO | Schwab Short-term US Treas | -0.6% | -99.87% | Trim |
| 50 | IWD | Ishares Russell 1000 Value E | -0.8% | +0.65% | Add |
According to official SEC Form 13F filings, Cedar Mountain Advisors, LLC reported a total U.S. public equity portfolio value of $580.7M across 377 disclosed positions in Q4 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 43.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
JBND
市值: $2.7M
Top Position Liquidated / Trimmed
WWW
前期市值: $70.0K
During Q4 2024, Cedar Mountain Advisors, LLC's top holdings by market value included IWF (18.1%)、IWD (16.8%)、IWP (7.9%). The largest single position, IWF, represented 18.1% of total portfolio value.
In Q4 2024, Cedar Mountain Advisors, LLC made 47 total portfolio adjustments, initiating 5 new buys, adding to 18 positions, trimming 23 holdings, and fully liquidating 1 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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