$303 Million is the total value of Cedar Mountain Advisors, LLC's 300 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 27.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Sell | ISHARES TRrus 1000 grw etf | $63,614,000 | +4.1% | 234,325 | -6.8% | 21.02% | +1.7% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $58,165,000 | +5.1% | 366,695 | +0.4% | 19.22% | +2.7% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $31,442,000 | +7.6% | 277,757 | -3.0% | 10.39% | +5.2% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $28,587,000 | +3.1% | 248,626 | -2.0% | 9.45% | +0.8% |
| SPSB | Buy | SPDR SER TRportfolio short | $25,306,000 | +8.5% | 808,487 | +8.6% | 8.36% | +6.1% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $22,553,000 | +3.0% | 199,616 | -1.0% | 7.45% | +0.7% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $19,495,000 | +2.4% | 55,004 | -7.8% | 6.44% | +0.1% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $9,007,000 | +9.0% | 99,579 | +1.9% | 2.98% | +6.6% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $7,400,000 | -9.6% | 152,267 | -17.5% | 2.44% | -11.6% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $7,081,000 | +7052.5% | 51,515 | +6723.2% | 2.34% | +6990.9% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $3,197,000 | -54.5% | 24,494 | -54.8% | 1.06% | -55.6% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $3,157,000 | +3.3% | 12,776 | -4.4% | 1.04% | +0.9% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $2,690,000 | -20.5% | 13,542 | -24.6% | 0.89% | -22.3% |
| CSX | Buy | CSX CORP | $2,027,000 | -0.2% | 63,184 | +200.0% | 0.67% | -2.5% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,442,000 | +22.4% | 5,889 | +9.0% | 0.48% | +19.8% |
| TGT | TARGET CORP | $1,116,000 | +22.0% | 4,618 | 0.0% | 0.37% | +19.4% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,082,000 | +5.5% | 4,719 | +1.6% | 0.36% | +3.2% |
| AAPL | Buy | APPLE INC | $943,000 | +18.0% | 6,888 | +5.2% | 0.31% | +15.6% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $838,000 | -86.2% | 8,237 | -87.6% | 0.28% | -86.5% |
| TSLA | Buy | TESLA INC | $725,000 | +2.1% | 1,066 | +0.3% | 0.24% | 0.0% |
| MSFT | Buy | MICROSOFT CORP | $668,000 | +15.4% | 2,465 | +0.3% | 0.22% | +12.8% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $603,000 | -26.6% | 3,732 | -30.5% | 0.20% | -28.4% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $583,000 | +9.6% | 8,871 | +4.6% | 0.19% | +7.2% |
| INTC | Buy | INTEL CORP | $553,000 | -6.7% | 9,850 | +6.3% | 0.18% | -8.5% |
| NKE | Sell | NIKE INCcl b | $508,000 | +10.9% | 3,288 | -4.6% | 0.17% | +8.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $458,000 | +21.5% | 1,648 | +11.8% | 0.15% | +18.9% |
| MCD | MCDONALDS CORP | $401,000 | +3.1% | 1,736 | 0.0% | 0.13% | +0.8% | |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $364,000 | -14.6% | 1,269 | -23.5% | 0.12% | -16.7% |
| CDK | Sell | CDK GLOBAL INC | $322,000 | -28.0% | 6,487 | -21.6% | 0.11% | -29.8% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $306,000 | +6.6% | 5,609 | +5.3% | 0.10% | +4.1% |
| SBUX | Buy | STARBUCKS CORP | $289,000 | +2.5% | 2,587 | +0.3% | 0.10% | +1.1% |
| INTU | Buy | INTUIT | $282,000 | +28.2% | 575 | +0.2% | 0.09% | +25.7% |
| HD | Sell | HOME DEPOT INC | $252,000 | -12.2% | 790 | -16.0% | 0.08% | -14.4% |
| DRIV | GLOBAL X FDSautonmous ev etf | $236,000 | +6.8% | 8,320 | 0.0% | 0.08% | +4.0% | |
| UNP | Sell | UNION PAC CORP | $213,000 | -0.5% | 969 | -0.1% | 0.07% | -2.8% |
| SR | SPIRE INC | $211,000 | -2.3% | 2,925 | 0.0% | 0.07% | -4.1% | |
| CHD | CHURCH & DWIGHT INC | $205,000 | -2.4% | 2,400 | 0.0% | 0.07% | -4.2% | |
| IWB | Sell | ISHARES TRrus 1000 etf | $203,000 | -47.1% | 840 | -51.1% | 0.07% | -48.5% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $192,000 | +6.7% | 1,728 | +5.0% | 0.06% | +3.3% |
| ACI | ALBERTSONS COS INC | $187,000 | +3.3% | 9,510 | 0.0% | 0.06% | +1.6% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $184,000 | +8.2% | 429 | +0.2% | 0.06% | +7.0% |
| SO | Buy | SOUTHERN CO | $175,000 | -1.7% | 2,896 | +1.0% | 0.06% | -3.3% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $174,000 | -12.1% | 4,411 | -16.3% | 0.06% | -13.4% |
| BA | BOEING CO | $167,000 | -6.2% | 699 | 0.0% | 0.06% | -8.3% | |
| PG | Buy | PROCTER AND GAMBLE CO | $156,000 | +403.2% | 1,155 | +397.8% | 0.05% | +420.0% |
| DIS | Sell | DISNEY WALT CO | $148,000 | -4.5% | 841 | -0.1% | 0.05% | -5.8% |
| AMZN | Sell | AMAZON COM INC | $131,000 | +0.8% | 38 | -9.5% | 0.04% | -2.3% |
| XOM | Buy | EXXON MOBIL CORP | $123,000 | +127.8% | 1,950 | +101.4% | 0.04% | +127.8% |
| ILCG | Buy | ISHARES TRmorningstar grwt | $117,000 | +12.5% | 1,810 | +400.0% | 0.04% | +11.4% |
| COST | COSTCO WHSL CORP NEW | $115,000 | +11.7% | 291 | 0.0% | 0.04% | +8.6% | |
| FB | FACEBOOK INCcl a | $107,000 | +17.6% | 308 | 0.0% | 0.04% | +12.9% | |
| CVX | Sell | CHEVRON CORP NEW | $103,000 | -8.8% | 985 | -8.5% | 0.03% | -10.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $100,000 | +17.6% | 40 | -2.4% | 0.03% | +13.8% |
| BOH | Sell | BANK HAWAII CORP | $99,000 | -13.9% | 1,174 | -8.4% | 0.03% | -15.4% |
| MMM | 3M CO | $99,000 | +3.1% | 498 | 0.0% | 0.03% | +3.1% | |
| IWR | Sell | ISHARES TRrus mid cap etf | $94,000 | -48.9% | 1,188 | -52.3% | 0.03% | -50.0% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $90,000 | -3.2% | 2,620 | +0.5% | 0.03% | -3.2% |
| AMAT | Buy | APPLIED MATLS INC | $86,000 | +207.1% | 607 | +194.7% | 0.03% | +211.1% |
| USB | Buy | US BANCORP DEL | $81,000 | +2.5% | 1,428 | +0.1% | 0.03% | 0.0% |
| WMT | Sell | WALMART INC | $78,000 | +4.0% | 554 | -0.2% | 0.03% | +4.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $71,000 | +7.6% | 29 | -9.4% | 0.02% | +4.5% |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $70,000 | +6.1% | 1,486 | 0.0% | 0.02% | +4.5% | |
| MS | Buy | MORGAN STANLEY | $69,000 | +16.9% | 755 | +0.3% | 0.02% | +15.0% |
| DHR | DANAHER CORPORATION | $63,000 | +18.9% | 236 | 0.0% | 0.02% | +16.7% | |
| HE | HAWAIIAN ELEC INDUSTRIES | $61,000 | -4.7% | 1,440 | 0.0% | 0.02% | -9.1% | |
| PEP | Buy | PEPSICO INC | $56,000 | +5.7% | 377 | +0.3% | 0.02% | +5.6% |
| NVDA | NVIDIA CORPORATION | $53,000 | +51.4% | 66 | 0.0% | 0.02% | +50.0% | |
| NSC | NORFOLK SOUTHN CORP | $53,000 | -1.9% | 200 | 0.0% | 0.02% | 0.0% | |
| NWN | Buy | NORTHWEST NAT HLDG CO | $51,000 | +21.4% | 970 | +26.0% | 0.02% | +21.4% |
| EXAS | EXACT SCIENCES CORP | $50,000 | -5.7% | 400 | 0.0% | 0.02% | -5.6% | |
| JPM | Buy | JPMORGAN CHASE & CO | $51,000 | +4.1% | 325 | +0.3% | 0.02% | 0.0% |
| GLD | SPDR GOLD TR | $47,000 | +2.2% | 285 | 0.0% | 0.02% | 0.0% | |
| BYND | BEYOND MEAT INC | $48,000 | +23.1% | 302 | 0.0% | 0.02% | +23.1% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $48,000 | +9.1% | 378 | 0.0% | 0.02% | +6.7% | |
| ISCV | Buy | ISHARES TRmrning sm cp etf | $49,000 | +4.3% | 831 | +200.0% | 0.02% | 0.0% |
| AXP | AMERICAN EXPRESS CO | $48,000 | +17.1% | 288 | 0.0% | 0.02% | +14.3% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $42,000 | -25.0% | 497 | -31.4% | 0.01% | -26.3% |
| AIEQ | New | ETF MANAGERS TRai powered eqt | $41,000 | – | 1,000 | +100.0% | 0.01% | – |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $42,000 | +7.7% | 242 | 0.0% | 0.01% | +7.7% | |
| TDY | Buy | TELEDYNE TECHNOLOGIES INC | $42,000 | +50.0% | 100 | +47.1% | 0.01% | +55.6% |
| GE | Buy | GENERAL ELECTRIC CO | $38,000 | +2.7% | 2,794 | +0.0% | 0.01% | 0.0% |
| BDX | BECTON DICKINSON & CO | $38,000 | 0.0% | 155 | 0.0% | 0.01% | 0.0% | |
| ECL | ECOLAB INC | $40,000 | -4.8% | 196 | 0.0% | 0.01% | -7.1% | |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $36,000 | +5.9% | 62 | -12.7% | 0.01% | +9.1% |
| V | Sell | VISA INC | $37,000 | +12.1% | 157 | -0.6% | 0.01% | +9.1% |
| M | MACYS INC | $35,000 | +16.7% | 1,828 | 0.0% | 0.01% | +20.0% | |
| KMPR | KEMPER CORP | $37,000 | -7.5% | 500 | 0.0% | 0.01% | -14.3% | |
| KBE | Sell | SPDR SER TRs&p bk etf | $37,000 | -9.8% | 728 | -7.7% | 0.01% | -14.3% |
| AVA | AVISTA CORP | $33,000 | -10.8% | 767 | 0.0% | 0.01% | -15.4% | |
| WES | WESTERN MIDSTREAM PARTNERS L | $32,000 | +14.3% | 1,500 | 0.0% | 0.01% | +22.2% | |
| COF | CAPITAL ONE FINL CORP | $34,000 | +21.4% | 221 | 0.0% | 0.01% | +22.2% | |
| PFE | PFIZER INC | $33,000 | +6.5% | 842 | 0.0% | 0.01% | +10.0% | |
| DVYE | Sell | ISHARES INCem mkts div etf | $33,000 | -28.3% | 844 | -27.6% | 0.01% | -31.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $34,000 | -50.7% | 207 | -50.9% | 0.01% | -52.2% |
| PAYX | Buy | PAYCHEX INC | $32,000 | +10.3% | 299 | +0.3% | 0.01% | +10.0% |
| WFC | WELLS FARGO CO NEW | $31,000 | +14.8% | 683 | 0.0% | 0.01% | +11.1% | |
| MO | Buy | ALTRIA GROUP INC | $28,000 | -6.7% | 582 | +0.9% | 0.01% | -10.0% |
| TRV | TRAVELERS COMPANIES INC | $28,000 | 0.0% | 185 | 0.0% | 0.01% | 0.0% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $27,000 | +8.0% | 54 | 0.0% | 0.01% | +12.5% | |
| CRM | Buy | SALESFORCE COM INC | $27,000 | +145.5% | 111 | +122.0% | 0.01% | +125.0% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $26,000 | 0.0% | 484 | +0.2% | 0.01% | 0.0% |
| WCN | WASTE CONNECTIONS INC | $27,000 | +8.0% | 228 | 0.0% | 0.01% | +12.5% | |
| EA | ELECTRONIC ARTS INC | $23,000 | +4.5% | 162 | 0.0% | 0.01% | +14.3% | |
| ITA | Buy | ISHARES TRus aer def etf | $25,000 | +8.7% | 225 | +0.4% | 0.01% | 0.0% |
| COMT | ISHARES U S ETF TRgsci cmdty stgy | $25,000 | +13.6% | 737 | 0.0% | 0.01% | +14.3% | |
| UNH | UNITEDHEALTH GROUP INC | $24,000 | +4.3% | 61 | 0.0% | 0.01% | 0.0% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $24,000 | 0.0% | 106 | 0.0% | 0.01% | 0.0% | |
| GM | GENERAL MTRS CO | $23,000 | +4.5% | 385 | 0.0% | 0.01% | +14.3% | |
| ACN | ACCENTURE PLC IRELAND | $20,000 | +5.3% | 69 | 0.0% | 0.01% | +16.7% | |
| SHW | SHERWIN WILLIAMS CO | $21,000 | -63.8% | 78 | 0.0% | 0.01% | -65.0% | |
| HON | Sell | HONEYWELL INTL INC | $20,000 | -52.4% | 91 | -52.6% | 0.01% | -50.0% |
| CAT | Sell | CATERPILLAR INC | $20,000 | -9.1% | 92 | -1.1% | 0.01% | 0.0% |
| ABBV | Buy | ABBVIE INC | $22,000 | +4.8% | 193 | +1.0% | 0.01% | 0.0% |
| PTON | New | PELOTON INTERACTIVE INC | $20,000 | – | 165 | +100.0% | 0.01% | – |
| PHK | PIMCO HIGH INCOME FD | $20,000 | +5.3% | 2,854 | 0.0% | 0.01% | +16.7% | |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $21,000 | +23.5% | 204 | +14.0% | 0.01% | +16.7% |
| GRMN | Buy | GARMIN LTD | $19,000 | +11.8% | 133 | +0.8% | 0.01% | 0.0% |
| ILCB | Buy | ISHARES TRmorningstr us eq | $18,000 | +5.9% | 304 | +300.0% | 0.01% | 0.0% |
| SIRI | SIRIUS XM HOLDINGS INC | $18,000 | +5.9% | 2,745 | 0.0% | 0.01% | 0.0% | |
| MORN | MORNINGSTAR INC | $19,000 | +11.8% | 75 | 0.0% | 0.01% | 0.0% | |
| BLK | Sell | BLACKROCK INC | $17,000 | +13.3% | 19 | -5.0% | 0.01% | +20.0% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $18,000 | +5.9% | 56 | -1.8% | 0.01% | 0.0% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $17,000 | -52.8% | 343 | -59.9% | 0.01% | -50.0% |
| ABT | Buy | ABBOTT LABS | $19,000 | -5.0% | 168 | +0.6% | 0.01% | -14.3% |
| TXN | TEXAS INSTRS INC | $17,000 | +6.2% | 86 | 0.0% | 0.01% | +20.0% | |
| BK | BANK NEW YORK MELLON CORP | $17,000 | +6.2% | 329 | 0.0% | 0.01% | +20.0% | |
| SLB | SCHLUMBERGER LTD | $19,000 | +18.8% | 600 | 0.0% | 0.01% | +20.0% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $15,000 | -62.5% | 100 | -66.7% | 0.01% | -64.3% |
| ONCY | ONCOLYTICS BIOTECH INC | $16,000 | -27.3% | 5,651 | 0.0% | 0.01% | -28.6% | |
| FDX | FEDEX CORP | $15,000 | +7.1% | 49 | 0.0% | 0.01% | 0.0% | |
| IGD | VOYA GLBL EQTY DIV & PREM OP | $16,000 | 0.0% | 2,740 | 0.0% | 0.01% | 0.0% | |
| ADI | Sell | ANALOG DEVICES INC | $16,000 | +14.3% | 91 | -1.1% | 0.01% | 0.0% |
| ALL | ALLSTATE CORP | $14,000 | +16.7% | 104 | 0.0% | 0.01% | +25.0% | |
| SWK | STANLEY BLACK & DECKER INC | $14,000 | 0.0% | 70 | 0.0% | 0.01% | 0.0% | |
| CW | CURTISS WRIGHT CORP | $15,000 | 0.0% | 128 | 0.0% | 0.01% | 0.0% | |
| IQV | IQVIA HLDGS INC | $16,000 | +23.1% | 65 | 0.0% | 0.01% | +25.0% | |
| AA | New | ALCOA CORP | $16,000 | – | 430 | +100.0% | 0.01% | – |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $15,000 | +7.1% | 140 | 0.0% | 0.01% | 0.0% | |
| FISV | Sell | FISERV INC | $14,000 | -12.5% | 134 | -0.7% | 0.01% | 0.0% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $14,000 | -26.3% | 171 | -36.9% | 0.01% | -16.7% |
| COUP | COUPA SOFTWARE INC | $13,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| GOOD | GLADSTONE COMMERCIAL CORP | $12,000 | +20.0% | 527 | 0.0% | 0.00% | +33.3% | |
| CLOV | New | CLOVER HEALTH INVESTMENTS CO | $13,000 | – | 1,000 | +100.0% | 0.00% | – |
| GIS | GENERAL MLS INC | $12,000 | -7.7% | 204 | 0.0% | 0.00% | 0.0% | |
| FTNT | FORTINET INC | $12,000 | +20.0% | 52 | 0.0% | 0.00% | +33.3% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $13,000 | +18.2% | 86 | 0.0% | 0.00% | 0.0% | |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $11,000 | +10.0% | 156 | +500.0% | 0.00% | +33.3% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $11,000 | +10.0% | 158 | -0.6% | 0.00% | +33.3% |
| HYT | BLACKROCK CORPOR HI YLD FD I | $13,000 | +8.3% | 1,023 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INCspon ads | $11,000 | +37.5% | 212 | 0.0% | 0.00% | +33.3% | |
| VTRS | VIATRIS INC | $12,000 | 0.0% | 838 | 0.0% | 0.00% | 0.0% | |
| NSTG | New | NANOSTRING TECHNOLOGIES INC | $13,000 | – | 206 | +100.0% | 0.00% | – |
| NFLX | NETFLIX INC | $12,000 | +9.1% | 22 | 0.0% | 0.00% | 0.0% | |
| EDU | Buy | NEW ORIENTAL ED & TECHNOLOGYspon adr | $13,000 | 0.0% | 1,527 | +59.7% | 0.00% | 0.0% |
| NWL | NEWELL BRANDS INC | $13,000 | 0.0% | 475 | 0.0% | 0.00% | 0.0% | |
| FVRR | New | FIVERR INTL LTD | $13,000 | – | 55 | +100.0% | 0.00% | – |
| X | Buy | UNITED STATES STL CORP NEW | $12,000 | +300.0% | 499 | +404.0% | 0.00% | +300.0% |
| UPS | UNITED PARCEL SERVICE INCcl b | $11,000 | +22.2% | 51 | 0.0% | 0.00% | +33.3% | |
| T | Buy | AT&T INC | $13,000 | -7.1% | 468 | +0.2% | 0.00% | -20.0% |
| ATI | ALLEGHENY TECHNOLOGIES INC | $11,000 | 0.0% | 535 | 0.0% | 0.00% | 0.0% | |
| AMGN | AMGEN INC | $13,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $13,000 | -76.4% | 69 | -78.4% | 0.00% | -78.9% |
| ETY | EATON VANCE TAX-MANAGED DIVE | $11,000 | +10.0% | 768 | 0.0% | 0.00% | +33.3% | |
| UMC | UNITED MICROELECTRONICS CORPspon adr new | $9,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| TIP | Buy | ISHARES TRtips bd etf | $8,000 | +14.3% | 60 | +1.7% | 0.00% | +50.0% |
| ARGO | ARGO GROUP INTL HLDGS LTD | $8,000 | +14.3% | 146 | 0.0% | 0.00% | +50.0% | |
| ZI | ZOOMINFO TECHNOLOGIES INC | $8,000 | +14.3% | 147 | 0.0% | 0.00% | +50.0% | |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $10,000 | +150.0% | 276 | +119.0% | 0.00% | +200.0% |
| RMO | ROMEO POWER INC | $8,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| EYPT | EYEPOINT PHARMACEUTICALS INC | $9,000 | -10.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| CRON | CRONOS GROUP INC | $9,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| WOOF | New | PETCO HEALTH & WELLNESS CO I | $9,000 | – | 395 | +100.0% | 0.00% | – |
| FPL | FST TR NEW OPPORT MLP & ENE | $10,000 | +11.1% | 1,689 | 0.0% | 0.00% | 0.0% | |
| TER | TERADYNE INC | $10,000 | +11.1% | 71 | 0.0% | 0.00% | 0.0% | |
| TJX | Sell | TJX COS INC NEW | $10,000 | +11.1% | 142 | -0.7% | 0.00% | 0.0% |
| BFAM | Sell | BRIGHT HORIZONS FAM SOL IN D | $8,000 | -20.0% | 55 | -1.8% | 0.00% | 0.0% |
| EXC | EXELON CORP | $10,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
| TREX | TREX CO INC | $10,000 | +11.1% | 96 | 0.0% | 0.00% | 0.0% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $10,000 | 0.0% | 573 | 0.0% | 0.00% | 0.0% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $8,000 | +14.3% | 53 | 0.0% | 0.00% | +50.0% | |
| MRK | Buy | MERCK & CO INC | $10,000 | 0.0% | 131 | +1.6% | 0.00% | 0.0% |
| PXD | PIONEER NAT RES CO | $9,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| GLW | CORNING INC | $9,000 | -10.0% | 230 | 0.0% | 0.00% | 0.0% | |
| BLOK | Buy | AMPLIFY ETF TRblockchain ldr | $8,000 | +60.0% | 172 | +100.0% | 0.00% | +50.0% |
| LASR | NLIGHT INC | $10,000 | +11.1% | 282 | 0.0% | 0.00% | 0.0% | |
| LIN | LINDE PLC | $9,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| PCG | PG&E CORP | $9,000 | -10.0% | 853 | 0.0% | 0.00% | 0.0% | |
| EXK | ENDEAVOUR SILVER CORP | $6,000 | +20.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| LMND | LEMONADE INC | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ET | Buy | ENERGY TRANSFER L P | $6,000 | +50.0% | 518 | +1.4% | 0.00% | +100.0% |
| BE | BLOOM ENERGY CORP | $7,000 | 0.0% | 259 | 0.0% | 0.00% | 0.0% | |
| TWST | TWIST BIOSCIENCE CORP | $7,000 | +16.7% | 50 | 0.0% | 0.00% | 0.0% | |
| VRM | VROOM INC | $5,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% | |
| CPNG | New | COUPANG INCcl a | $5,000 | – | 109 | +100.0% | 0.00% | – |
| EBAY | EBAY INC. | $7,000 | +16.7% | 94 | 0.0% | 0.00% | 0.0% | |
| MDYV | SPDR SER TRs&p 400 mdcp val | $5,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| MDYG | SPDR SER TRs&p 400 mdcp grw | $5,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
| NEWP | New | NEW PAC METALS CORP | $5,000 | – | 981 | +100.0% | 0.00% | – |
| IAC | New | IAC INTERACTIVECORP NEW | $6,000 | – | 39 | +100.0% | 0.00% | – |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $7,000 | -83.3% | 128 | -82.4% | 0.00% | -85.7% |
| CI | CIGNA CORP NEW | $5,000 | -16.7% | 23 | 0.0% | 0.00% | 0.0% | |
| AKR | ACADIA RLTY TR | $7,000 | +16.7% | 300 | 0.0% | 0.00% | 0.0% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $7,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% | |
| BAC | BK OF AMERICA CORP | $6,000 | +20.0% | 137 | 0.0% | 0.00% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $7,000 | -22.2% | 270 | 0.0% | 0.00% | -33.3% | |
| NTR | New | NUTRIEN LTD | $7,000 | – | 120 | +100.0% | 0.00% | – |
| SNAP | SNAP INCcl a | $5,000 | +25.0% | 74 | 0.0% | 0.00% | +100.0% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $7,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $5,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
| LEGR | FIRST TR EXCHANGE-TRADED FDindxx inovtv etf | $5,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% | |
| BLCN | SIREN ETF TRnsd nxgn eco etf | $5,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
| CB | CHUBB LIMITED | $6,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| Z | ZILLOW GROUP INCcl c cap stk | $6,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| COLM | COLUMBIA SPORTSWEAR CO | $5,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| COP | CONOCOPHILLIPS | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% | |
| PLUG | PLUG POWER INC | $5,000 | -16.7% | 156 | 0.0% | 0.00% | 0.0% | |
| DGX | QUEST DIAGNOSTICS INC | $6,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $6,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| FUV | New | ARCIMOTO INC | $7,000 | – | 400 | +100.0% | 0.00% | – |
| TWTR | TWITTER INC | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| ELY | CALLAWAY GOLF CO | $4,000 | +33.3% | 121 | 0.0% | 0.00% | 0.0% | |
| CVET | COVETRUS INC | $2,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
| GFI | GOLD FIELDS LTDsponsored adr | $4,000 | -20.0% | 500 | 0.0% | 0.00% | -50.0% | |
| GS | GOLDMAN SACHS GROUP INC | $2,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| CNDT | CONDUENT INC | $3,000 | +50.0% | 370 | 0.0% | 0.00% | 0.0% | |
| HWM | New | HOWMET AEROSPACE INC | $3,000 | – | 91 | +100.0% | 0.00% | – |
| PDP | INVESCO EXCHANGE TRADED FD Tdwa momentum | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $4,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $2,000 | -60.0% | 34 | -66.0% | 0.00% | -50.0% |
| L | LOEWS CORP | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| NUAN | NUANCE COMMUNICATIONS INC | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| NS | NUSTAR ENERGY LP | $2,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
| PSX | PHILLIPS 66 | $4,000 | +33.3% | 42 | 0.0% | 0.00% | 0.0% | |
| PBI | New | PITNEY BOWES INC | $2,000 | – | 250 | +100.0% | 0.00% | – |
| R | RYDER SYS INC | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| AU | ANGLOGOLD ASHANTI LIMITEDsponsored adr | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $4,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| AAL | AMERICAN AIRLS GROUP INC | $2,000 | -33.3% | 107 | 0.0% | 0.00% | 0.0% | |
| AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $3,000 | +50.0% | 62 | 0.0% | 0.00% | 0.0% | |
| TM | TOYOTA MOTOR CORP | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| TRVN | TREVENA INC | $4,000 | 0.0% | 2,280 | 0.0% | 0.00% | 0.0% | |
| UAL | Sell | UNITED AIRLS HLDGS INC | $3,000 | -83.3% | 57 | -81.4% | 0.00% | -83.3% |
| UWMC | UWM HOLDINGS CORPORATION | $4,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $4,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| VMEO | New | VIMEO INC | $3,000 | – | 63 | +100.0% | 0.00% | – |
| XHR | XENIA HOTELS & RESORTS INC | $2,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% | |
| AUY | YAMANA GOLD INC | $2,000 | 0.0% | 404 | 0.0% | 0.00% | 0.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $4,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| DAL | Sell | DELTA AIR LINES INC DEL | $4,000 | -55.6% | 90 | -52.6% | 0.00% | -66.7% |
| OGN | New | ORGANON & CO | $0 | – | 12 | +100.0% | 0.00% | – |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $0 | – | 0 | +100.0% | 0.00% | – |
| RSG | Buy | REPUBLIC SVCS INC | $0 | – | 0 | +100.0% | 0.00% | – |
| UL | UNILEVER PLCspon adr new | $0 | – | 3 | 0.0% | 0.00% | – | |
| RS | Buy | RELIANCE STEEL & ALUMINUM CO | $0 | – | 0 | +100.0% | 0.00% | – |
| DFE | Buy | WISDOMTREE TReurope smcp dv | $0 | – | 0 | +100.0% | 0.00% | – |
| SOLO | New | ELECTRAMECCANICA VEHS CORP | $1,000 | – | 120 | +100.0% | 0.00% | – |
| C | CITIGROUP INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| ZTS | ZOETIS INCcl a | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| INVE | Buy | IDENTIV INC | $0 | – | 4 | +100.0% | 0.00% | – |
| CMCSA | COMCAST CORP NEWcl a | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| HFRO | HIGHLAND INCOME FD | $1,000 | 0.0% | 82 | 0.0% | 0.00% | – | |
| BEP | Buy | BROOKFIELD RENEWABLE PARTNERpartnership unit | $1,000 | 0.0% | 14 | +16.7% | 0.00% | – |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | – | 9 | 0.0% | 0.00% | – | |
| TT | TRANE TECHNOLOGIES PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| CVA | COVANTA HLDG CORP | $0 | – | 4 | 0.0% | 0.00% | – | |
| EXN | EXCELLON RES INC | $0 | – | 120 | 0.0% | 0.00% | – | |
| TPIC | TPI COMPOSITES INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| AIG | AMERICAN INTL GROUP INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $0 | – | 0 | +100.0% | 0.00% | – |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| SCHO | SCHWAB STRATEGIC TRsht tm us tres | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| SCHN | Buy | SCHNITZER STEEL INDS INCcl a | $0 | – | 0 | +100.0% | 0.00% | – |
| TRMB | New | TRIMBLE INC | $0 | – | 2 | +100.0% | 0.00% | – |
| ARNC | New | ARCONIC CORPORATION | $1,000 | – | 22 | +100.0% | 0.00% | – |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $1,000 | – | 48 | 0.0% | 0.00% | – | |
| PIPR | PIPER SANDLER COMPANIES | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $0 | – | 13 | 0.0% | 0.00% | – | |
| ABNB | AIRBNB INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | 0 | +100.0% | 0.00% | – |
| ORA | Buy | ORMAT TECHNOLOGIES INC | $0 | – | 3 | +200.0% | 0.00% | – |
| UAVS | AGEAGLE AERIAL SYS INC NEW | $0 | – | 7 | 0.0% | 0.00% | – | |
| AEG | AEGON N V | $0 | – | 2 | 0.0% | 0.00% | – | |
| XNTK | Buy | SPDR SER TRnyse tech etf | $0 | – | 0 | +100.0% | 0.00% | – |
| OCGN | OCUGEN INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| AYRO | New | AYRO INC | $0 | – | 100 | +100.0% | 0.00% | – |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $0 | – | 0 | +100.0% | 0.00% | – |
| NOK | NOKIA CORPsponsored adr | $0 | – | 92 | 0.0% | 0.00% | – | |
| NEE | NEXTERA ENERGY INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| NRG | NRG ENERGY INC | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| HDV | Buy | ISHARES TRcore high dv etf | $0 | – | 0 | +100.0% | 0.00% | – |
| BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $0 | – | 2 | 0.0% | 0.00% | – | |
| IGIB | Buy | ISHARES TR | $0 | – | 0 | +100.0% | 0.00% | – |
| WAB | WABTEC | $0 | – | 5 | 0.0% | 0.00% | – | |
| DNN | DENISON MINES CORP | $1,000 | 0.0% | 749 | 0.0% | 0.00% | – | |
| CRNC | CERENCE INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| CCIV | CHURCHILL CAPITAL CORP IVcl a | $0 | – | 3 | 0.0% | 0.00% | – | |
| EAD | WELLS FARGO ADVANTAGE INCOMEwf inc oppty fd | $0 | – | 9 | 0.0% | 0.00% | – | |
| OEF | Buy | ISHARES TRs&p 100 etf | $0 | – | 0 | +100.0% | 0.00% | – |
| CSCO | Buy | CISCO SYS INC | $0 | – | 0 | +100.0% | 0.00% | – |
| KO | Exit | COCA COLA CO | $0 | – | -67 | -100.0% | -0.00% | – |
| NWE | Exit | NORTHWESTERN CORP | $0 | – | -100 | -100.0% | -0.00% | – |
| TTC | Exit | TORO CO | $0 | – | -65 | -100.0% | -0.00% | – |
| IAC | Exit | IAC INTERACTIVECORP NEW | $0 | – | -39 | -100.0% | -0.00% | – |
| IEF | Exit | ISHARES TRbarclays 7 10 yr | $0 | – | -68 | -100.0% | -0.00% | – |
| EWC | Exit | ISHARES INCmsci cda etf | $0 | – | -565 | -100.0% | -0.01% | – |
| NKLA | Exit | NIKOLA CORP | $0 | – | -1,100 | -100.0% | -0.01% | – |
| FT | Exit | FRANKLIN UNVL TRsh ben int | $0 | – | -2,413 | -100.0% | -0.01% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -1,000 | -100.0% | -0.01% | – |
| FLIR | Exit | FLIR SYS INC | $0 | – | -448 | -100.0% | -0.01% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -100 | -100.0% | -0.01% | – |
| SRE | Exit | SEMPRA ENERGY | $0 | – | -200 | -100.0% | -0.01% | – |
| WKHS | Exit | WORKHORSE GROUP INC | $0 | – | -2,000 | -100.0% | -0.01% | – |
| UDR | Exit | UDR INC | $0 | – | -700 | -100.0% | -0.01% | – |
| VFC | Exit | V F CORP | $0 | – | -377 | -100.0% | -0.01% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -452 | -100.0% | -0.01% | – |
| ALK | Exit | ALASKA AIR GROUP INC | $0 | – | -500 | -100.0% | -0.01% | – |
| CPT | Exit | CAMDEN PPTY TRsh ben int | $0 | – | -400 | -100.0% | -0.02% | – |
| FXA | Exit | INVESCO CURRENCYSHARES AUSTRaustralian dol | $0 | – | -29,600 | -100.0% | -0.76% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 16 | Q3 2023 | 23.6% |
| ISHARES TR | 16 | Q3 2023 | 19.3% |
| ISHARES TR | 16 | Q3 2023 | 10.6% |
| ISHARES TR | 16 | Q3 2023 | 9.5% |
| SPDR SER TR | 16 | Q3 2023 | 10.3% |
| ISHARES TR | 16 | Q3 2023 | 8.1% |
| VANGUARD WORLD FDS | 16 | Q3 2023 | 5.0% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 2.7% |
| AUTOMATIC DATA PROCESSING IN | 16 | Q3 2023 | 1.4% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 2.5% |
View Cedar Mountain Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-11 |
| 13F-HR/A | 2023-02-13 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-14 |
View Cedar Mountain Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.