$2.93 Million is the total value of Cedar Mountain Advisors, LLC's 326 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 28.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Sell | ISHARES TRrus 1000 grw etf | $62,378,000 | -1.9% | 227,625 | -2.9% | 20.76% | -1.3% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $57,446,000 | -1.2% | 367,047 | +0.1% | 19.11% | -0.6% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $30,537,000 | -2.9% | 272,483 | -1.9% | 10.16% | -2.2% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $28,174,000 | -1.4% | 248,780 | +0.1% | 9.37% | -0.8% |
| SPSB | Buy | SPDR SER TRportfolio short | $26,177,000 | +3.4% | 837,655 | +3.6% | 8.71% | +4.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $22,580,000 | +0.1% | 206,793 | +3.6% | 7.51% | +0.8% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $18,819,000 | -3.5% | 52,573 | -4.4% | 6.26% | -2.8% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $9,295,000 | +3.2% | 100,323 | +0.7% | 3.09% | +3.9% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $7,383,000 | +4.3% | 54,541 | +5.9% | 2.46% | +5.0% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $7,114,000 | -3.9% | 146,521 | -3.8% | 2.37% | -3.2% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $3,702,000 | +15.8% | 28,444 | +16.1% | 1.23% | +16.7% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $3,118,000 | -1.2% | 12,615 | -1.3% | 1.04% | -0.6% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $2,679,000 | -0.4% | 13,398 | -1.1% | 0.89% | +0.2% |
| CSX | Sell | CSX CORP | $1,879,000 | -7.3% | 63,183 | -0.0% | 0.62% | -6.7% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,415,000 | -1.9% | 6,000 | +1.9% | 0.47% | -1.3% |
| AAPL | Buy | APPLE INC | $1,263,000 | +33.9% | 8,927 | +29.6% | 0.42% | +34.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,062,000 | -1.8% | 4,857 | +2.9% | 0.35% | -1.4% |
| TGT | TARGET CORP | $1,056,000 | -5.4% | 4,618 | 0.0% | 0.35% | -4.9% | |
| TSLA | TESLA INC | $827,000 | +14.1% | 1,066 | 0.0% | 0.28% | +14.6% | |
| MSFT | Buy | MICROSOFT CORP | $704,000 | +5.4% | 2,498 | +1.3% | 0.23% | +5.9% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $632,000 | -24.6% | 6,211 | -24.6% | 0.21% | -24.2% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $620,000 | +2.8% | 3,719 | -0.3% | 0.21% | +3.5% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $561,000 | -3.8% | 8,862 | -0.1% | 0.19% | -3.1% |
| INTC | Sell | INTEL CORP | $520,000 | -6.0% | 9,760 | -0.9% | 0.17% | -5.5% |
| NKE | Buy | NIKE INCcl b | $491,000 | -3.3% | 3,381 | +2.8% | 0.16% | -3.0% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $450,000 | -1.7% | 1,648 | 0.0% | 0.15% | -0.7% | |
| MCD | Sell | MCDONALDS CORP | $409,000 | +2.0% | 1,695 | -2.4% | 0.14% | +2.3% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $390,000 | +7.1% | 1,345 | +6.0% | 0.13% | +8.3% |
| INTU | INTUIT | $310,000 | +9.9% | 575 | 0.0% | 0.10% | +10.8% | |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $303,000 | -1.0% | 5,591 | -0.3% | 0.10% | 0.0% |
| ACI | ALBERTSONS COS INC | $296,000 | +58.3% | 9,510 | 0.0% | 0.10% | +58.1% | |
| SBUX | Buy | STARBUCKS CORP | $295,000 | +2.1% | 2,675 | +3.4% | 0.10% | +2.1% |
| CDK | Sell | CDK GLOBAL INC | $275,000 | -14.6% | 6,471 | -0.2% | 0.09% | -14.2% |
| HD | Buy | HOME DEPOT INC | $268,000 | +6.3% | 817 | +3.4% | 0.09% | +7.2% |
| DRIV | Buy | GLOBAL X FDSautonmous ev etf | $229,000 | -3.0% | 8,337 | +0.2% | 0.08% | -2.6% |
| CHD | CHURCH & DWIGHT INC | $198,000 | -3.4% | 2,400 | 0.0% | 0.07% | -2.9% | |
| UNP | UNION PAC CORP | $190,000 | -10.8% | 969 | 0.0% | 0.06% | -10.0% | |
| BOND | Sell | PIMCO ETF TRactive bd etf | $190,000 | -1.0% | 1,717 | -0.6% | 0.06% | 0.0% |
| IWB | Sell | ISHARES TRrus 1000 etf | $190,000 | -6.4% | 787 | -6.3% | 0.06% | -6.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $185,000 | +0.5% | 430 | +0.2% | 0.06% | +1.6% |
| SO | Buy | SOUTHERN CO | $181,000 | +3.4% | 2,924 | +1.0% | 0.06% | +3.4% |
| SR | SPIRE INC | $179,000 | -15.2% | 2,925 | 0.0% | 0.06% | -14.3% | |
| PG | PROCTER AND GAMBLE CO | $161,000 | +3.2% | 1,155 | 0.0% | 0.05% | +3.8% | |
| BA | BOEING CO | $154,000 | -7.8% | 699 | 0.0% | 0.05% | -7.3% | |
| DIS | DISNEY WALT CO | $142,000 | -4.1% | 841 | 0.0% | 0.05% | -4.1% | |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $137,000 | -21.3% | 3,544 | -19.7% | 0.05% | -20.7% |
| COST | COSTCO WHSL CORP NEW | $131,000 | +13.9% | 291 | 0.0% | 0.04% | +15.8% | |
| AMZN | Buy | AMAZON COM INC | $131,000 | 0.0% | 40 | +5.3% | 0.04% | +2.3% |
| XOM | Buy | EXXON MOBIL CORP | $123,000 | 0.0% | 2,095 | +7.4% | 0.04% | 0.0% |
| ILCG | ISHARES TRmorningstar grwt | $119,000 | +1.7% | 1,810 | 0.0% | 0.04% | +2.6% | |
| FB | Buy | FACEBOOK INCcl a | $119,000 | +11.2% | 351 | +14.0% | 0.04% | +14.3% |
| CVX | Buy | CHEVRON CORP NEW | $107,000 | +3.9% | 1,055 | +7.1% | 0.04% | +5.9% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $104,000 | +4.0% | 39 | -2.5% | 0.04% | +6.1% |
| BOH | BANK HAWAII CORP | $96,000 | -3.0% | 1,174 | 0.0% | 0.03% | -3.0% | |
| MMM | Buy | 3M CO | $95,000 | -4.0% | 539 | +8.2% | 0.03% | -3.0% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $94,000 | +4.4% | 2,631 | +0.4% | 0.03% | +3.3% |
| IWR | Sell | ISHARES TRrus mid cap etf | $87,000 | -7.4% | 1,112 | -6.4% | 0.03% | -6.5% |
| MS | Buy | MORGAN STANLEY | $86,000 | +24.6% | 885 | +17.2% | 0.03% | +26.1% |
| USB | Buy | US BANCORP DEL | $85,000 | +4.9% | 1,429 | +0.1% | 0.03% | +3.7% |
| WMT | WALMART INC | $77,000 | -1.3% | 554 | 0.0% | 0.03% | 0.0% | |
| AMAT | Sell | APPLIED MATLS INC | $77,000 | -10.5% | 602 | -0.8% | 0.03% | -7.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $75,000 | +5.6% | 28 | -3.4% | 0.02% | +8.7% |
| DHR | DANAHER CORPORATION | $72,000 | +14.3% | 236 | 0.0% | 0.02% | +14.3% | |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $68,000 | -2.9% | 1,486 | 0.0% | 0.02% | 0.0% | |
| PEP | Buy | PEPSICO INC | $63,000 | +12.5% | 422 | +11.9% | 0.02% | +10.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $64,000 | +25.5% | 388 | +19.4% | 0.02% | +23.5% |
| HE | HAWAIIAN ELEC INDUSTRIES | $59,000 | -3.3% | 1,440 | 0.0% | 0.02% | 0.0% | |
| NVDA | Buy | NVIDIA CORPORATION | $55,000 | +3.8% | 264 | +300.0% | 0.02% | 0.0% |
| ISCV | ISHARES TRmrning sm cp etf | $47,000 | -4.1% | 831 | 0.0% | 0.02% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $48,000 | 0.0% | 288 | 0.0% | 0.02% | 0.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $48,000 | 0.0% | 378 | 0.0% | 0.02% | 0.0% | |
| GLD | SPDR GOLD TR | $47,000 | 0.0% | 285 | 0.0% | 0.02% | 0.0% | |
| NSC | NORFOLK SOUTHN CORP | $48,000 | -9.4% | 200 | 0.0% | 0.02% | -11.1% | |
| NWN | NORTHWEST NAT HLDG CO | $45,000 | -11.8% | 970 | 0.0% | 0.02% | -11.8% | |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $43,000 | +2.4% | 498 | +0.2% | 0.01% | 0.0% |
| ECL | ECOLAB INC | $41,000 | +2.5% | 196 | 0.0% | 0.01% | +7.7% | |
| V | Buy | VISA INC | $42,000 | +13.5% | 189 | +20.4% | 0.01% | +16.7% |
| M | MACYS INC | $41,000 | +17.1% | 1,828 | 0.0% | 0.01% | +16.7% | |
| AIEQ | ETF MANAGERS TRai powered eqt | $41,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| BDX | BECTON DICKINSON & CO | $38,000 | 0.0% | 155 | 0.0% | 0.01% | 0.0% | |
| KBE | Buy | SPDR SER TRs&p bk etf | $39,000 | +5.4% | 730 | +0.3% | 0.01% | +8.3% |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $40,000 | -4.8% | 242 | 0.0% | 0.01% | -7.1% | |
| EXAS | EXACT SCIENCES CORP | $38,000 | -24.0% | 400 | 0.0% | 0.01% | -23.5% | |
| JNJ | Buy | JOHNSON & JOHNSON | $40,000 | +17.6% | 248 | +19.8% | 0.01% | +18.2% |
| ADBE | ADOBE SYSTEMS INCORPORATED | $36,000 | 0.0% | 62 | 0.0% | 0.01% | 0.0% | |
| New | GENERAL ELECTRIC CO | $36,000 | – | 347 | +100.0% | 0.01% | – | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $32,000 | +33.3% | 81 | +32.8% | 0.01% | +37.5% |
| DVYE | ISHARES INCem mkts div etf | $33,000 | 0.0% | 844 | 0.0% | 0.01% | 0.0% | |
| MO | Buy | ALTRIA GROUP INC | $33,000 | +17.9% | 729 | +25.3% | 0.01% | +22.2% |
| PFE | Sell | PFIZER INC | $33,000 | 0.0% | 775 | -8.0% | 0.01% | 0.0% |
| SLB | Buy | SCHLUMBERGER LTD | $33,000 | +73.7% | 1,100 | +83.3% | 0.01% | +83.3% |
| PAYX | Buy | PAYCHEX INC | $34,000 | +6.2% | 301 | +0.7% | 0.01% | 0.0% |
| KMPR | KEMPER CORP | $33,000 | -10.8% | 500 | 0.0% | 0.01% | -8.3% | |
| BYND | BEYOND MEAT INC | $32,000 | -33.3% | 302 | 0.0% | 0.01% | -31.2% | |
| WCN | WASTE CONNECTIONS INC | $29,000 | +7.4% | 228 | 0.0% | 0.01% | +11.1% | |
| CRM | SALESFORCE COM INC | $30,000 | +11.1% | 111 | 0.0% | 0.01% | +11.1% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $31,000 | +14.8% | 54 | 0.0% | 0.01% | +11.1% | |
| ABBV | Buy | ABBVIE INC | $30,000 | +36.4% | 275 | +42.5% | 0.01% | +42.9% |
| WES | WESTERN MIDSTREAM PARTNERS L | $31,000 | -3.1% | 1,500 | 0.0% | 0.01% | -9.1% | |
| USMV | New | ISHARES TRmsci usa min vol | $31,000 | – | 417 | +100.0% | 0.01% | – |
| WFC | Sell | WELLS FARGO CO NEW | $29,000 | -6.5% | 617 | -9.7% | 0.01% | 0.0% |
| New | DUTCH BROS INCcl a | $29,000 | – | 676 | +100.0% | 0.01% | – | |
| TDY | Sell | TELEDYNE TECHNOLOGIES INC | $29,000 | -31.0% | 68 | -32.0% | 0.01% | -28.6% |
| COF | Sell | CAPITAL ONE FINL CORP | $29,000 | -14.7% | 182 | -17.6% | 0.01% | -9.1% |
| AVA | AVISTA CORP | $30,000 | -9.1% | 767 | 0.0% | 0.01% | -9.1% | |
| TXN | Buy | TEXAS INSTRS INC | $26,000 | +52.9% | 133 | +54.7% | 0.01% | +50.0% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $26,000 | 0.0% | 485 | +0.2% | 0.01% | 0.0% |
| TRV | TRAVELERS COMPANIES INC | $28,000 | 0.0% | 185 | 0.0% | 0.01% | 0.0% | |
| CAT | Buy | CATERPILLAR INC | $26,000 | +30.0% | 135 | +46.7% | 0.01% | +28.6% |
| COMT | ISHARES U S ETF TRgsci cmdty stgy | $26,000 | +4.0% | 737 | 0.0% | 0.01% | +12.5% | |
| COIN | New | COINBASE GLOBAL INC | $23,000 | – | 100 | +100.0% | 0.01% | – |
| ITA | ISHARES TRus aer def etf | $23,000 | -8.0% | 225 | 0.0% | 0.01% | 0.0% | |
| BLK | Buy | BLACKROCK INC | $23,000 | +35.3% | 28 | +47.4% | 0.01% | +33.3% |
| EA | ELECTRONIC ARTS INC | $23,000 | 0.0% | 162 | 0.0% | 0.01% | 0.0% | |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $21,000 | 0.0% | 205 | +0.5% | 0.01% | 0.0% |
| ACN | ACCENTURE PLC IRELAND | $22,000 | +10.0% | 69 | 0.0% | 0.01% | 0.0% | |
| GRMN | GARMIN LTD | $21,000 | +10.5% | 133 | 0.0% | 0.01% | +16.7% | |
| FISV | Buy | FISERV INC | $20,000 | +42.9% | 184 | +37.3% | 0.01% | +40.0% |
| GM | GENERAL MTRS CO | $20,000 | -13.0% | 385 | 0.0% | 0.01% | -12.5% | |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $20,000 | – | 133 | +100.0% | 0.01% | – |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $21,000 | +40.0% | 150 | +50.0% | 0.01% | +40.0% |
| ABT | Buy | ABBOTT LABS | $20,000 | +5.3% | 169 | +0.6% | 0.01% | +16.7% |
| SHW | SHERWIN WILLIAMS CO | $22,000 | +4.8% | 78 | 0.0% | 0.01% | 0.0% | |
| MORN | MORNINGSTAR INC | $19,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% | |
| ILCB | ISHARES TRmorningstr us eq | $18,000 | 0.0% | 304 | 0.0% | 0.01% | 0.0% | |
| EL | LAUDER ESTEE COS INCcl a | $17,000 | -5.6% | 56 | 0.0% | 0.01% | 0.0% | |
| HON | HONEYWELL INTL INC | $19,000 | -5.0% | 91 | 0.0% | 0.01% | -14.3% | |
| AMGN | Buy | AMGEN INC | $17,000 | +30.8% | 79 | +51.9% | 0.01% | +50.0% |
| PHK | PIMCO HIGH INCOME FD | $18,000 | -10.0% | 2,854 | 0.0% | 0.01% | -14.3% | |
| CARR | CARRIER GLOBAL CORPORATION | $18,000 | +5.9% | 343 | 0.0% | 0.01% | 0.0% | |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $19,000 | +46.2% | 112 | +62.3% | 0.01% | +50.0% |
| SIRI | SIRIUS XM HOLDINGS INC | $17,000 | -5.6% | 2,745 | 0.0% | 0.01% | 0.0% | |
| BK | Sell | BANK NEW YORK MELLON CORP | $16,000 | -5.9% | 314 | -4.6% | 0.01% | -16.7% |
| MU | New | MICRON TECHNOLOGY INC | $14,000 | – | 200 | +100.0% | 0.01% | – |
| FTNT | FORTINET INC | $15,000 | +25.0% | 52 | 0.0% | 0.01% | +25.0% | |
| IQV | IQVIA HLDGS INC | $16,000 | 0.0% | 65 | 0.0% | 0.01% | 0.0% | |
| BTCY | New | BIOTRICITY INC | $15,000 | – | 5,000 | +100.0% | 0.01% | – |
| CSCO | Buy | CISCO SYS INC | $16,000 | – | 302 | +100.0% | 0.01% | – |
| ADI | ANALOG DEVICES INC | $15,000 | -6.2% | 91 | 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% | |
| OTIS | OTIS WORLDWIDE CORP | $14,000 | 0.0% | 171 | 0.0% | 0.01% | 0.0% | |
| PTON | PELOTON INTERACTIVE INC | $14,000 | -30.0% | 165 | 0.0% | 0.01% | -28.6% | |
| CW | CURTISS WRIGHT CORP | $16,000 | +6.7% | 128 | 0.0% | 0.01% | 0.0% | |
| T | AT&T INC | $13,000 | 0.0% | 468 | 0.0% | 0.00% | 0.0% | |
| ALL | ALLSTATE CORP | $13,000 | -7.1% | 104 | 0.0% | 0.00% | -20.0% | |
| HYT | BLACKROCK CORPOR HI YLD FD I | $12,000 | -7.7% | 1,023 | 0.0% | 0.00% | 0.0% | |
| CI | Buy | CIGNA CORP NEW | $13,000 | +160.0% | 66 | +187.0% | 0.00% | +100.0% |
| COUP | COUPA SOFTWARE INC | $11,000 | -15.4% | 50 | 0.0% | 0.00% | 0.0% | |
| ETY | EATON VANCE TAX-MANAGED DIVE | $11,000 | 0.0% | 768 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $11,000 | +10.0% | 225 | 0.0% | 0.00% | +33.3% | |
| FDX | FEDEX CORP | $11,000 | -26.7% | 49 | 0.0% | 0.00% | -20.0% | |
| GIS | GENERAL MLS INC | $12,000 | 0.0% | 204 | 0.0% | 0.00% | 0.0% | |
| GILD | New | GILEAD SCIENCES INC | $11,000 | – | 151 | +100.0% | 0.00% | – |
| GOOD | GLADSTONE COMMERCIAL CORP | $11,000 | -8.3% | 527 | 0.0% | 0.00% | 0.0% | |
| IMCG | ISHARES TRmrgstr md cp grw | $11,000 | 0.0% | 156 | 0.0% | 0.00% | 0.0% | |
| JD | New | JD.COM INCspon adr cl a | $11,000 | – | 159 | +100.0% | 0.00% | – |
| NFLX | NETFLIX INC | $13,000 | +8.3% | 22 | 0.0% | 0.00% | 0.0% | |
| NWL | NEWELL BRANDS INC | $11,000 | -15.4% | 475 | 0.0% | 0.00% | 0.0% | |
| ONCY | ONCOLYTICS BIOTECH INC | $12,000 | -25.0% | 5,651 | 0.0% | 0.00% | -20.0% | |
| SWK | STANLEY BLACK & DECKER INC | $12,000 | -14.3% | 70 | 0.0% | 0.00% | -20.0% | |
| UMC | UNITED MICROELECTRONICS CORPspon adr new | $11,000 | +22.2% | 1,000 | 0.0% | 0.00% | +33.3% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $13,000 | +85.7% | 237 | +85.2% | 0.00% | +100.0% |
| VTRS | Sell | VIATRIS INC | $11,000 | -8.3% | 830 | -1.0% | 0.00% | 0.0% |
| GLW | CORNING INC | $8,000 | -11.1% | 230 | 0.0% | 0.00% | 0.0% | |
| PXD | PIONEER NAT RES CO | $9,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| PCG | Sell | PG&E CORP | $8,000 | -11.1% | 802 | -6.0% | 0.00% | 0.0% |
| PNC | New | PNC FINL SVCS GROUP INC | $9,000 | – | 44 | +100.0% | 0.00% | – |
| WOOF | PETCO HEALTH & WELLNESS CO I | $8,000 | -11.1% | 395 | 0.0% | 0.00% | 0.0% | |
| KEY | New | KEYCORP | $8,000 | – | 377 | +100.0% | 0.00% | – |
| LIN | LINDE PLC | $9,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| ARGO | ARGO GROUP INTL HLDGS LTD | $8,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% | |
| FVRR | FIVERR INTL LTD | $10,000 | -23.1% | 55 | 0.0% | 0.00% | -25.0% | |
| ZI | ZOOMINFO TECHNOLOGIES INC | $9,000 | +12.5% | 147 | 0.0% | 0.00% | 0.0% | |
| ATI | ALLEGHENY TECHNOLOGIES INC | $9,000 | -18.2% | 535 | 0.0% | 0.00% | -25.0% | |
| BLOK | AMPLIFY ETF TRblockchain ldr | $8,000 | 0.0% | 172 | 0.0% | 0.00% | 0.0% | |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $10,000 | – | 200 | +100.0% | 0.00% | – |
| MRK | Buy | MERCK & CO INC | $10,000 | 0.0% | 132 | +0.8% | 0.00% | 0.0% |
| MET | New | METLIFE INC | $10,000 | – | 169 | +100.0% | 0.00% | – |
| UPS | UNITED PARCEL SERVICE INCcl b | $9,000 | -18.2% | 51 | 0.0% | 0.00% | -25.0% | |
| GD | New | GENERAL DYNAMICS CORP | $8,000 | – | 41 | +100.0% | 0.00% | – |
| FCX | FREEPORT-MCMORAN INCcl b | $9,000 | -10.0% | 276 | 0.0% | 0.00% | 0.0% | |
| TIP | Buy | ISHARES TRtips bd etf | $8,000 | 0.0% | 61 | +1.7% | 0.00% | 0.0% |
| NIO | NIO INCspon ads | $8,000 | -27.3% | 212 | 0.0% | 0.00% | -25.0% | |
| TFC | New | TRUIST FINL CORP | $10,000 | – | 163 | +100.0% | 0.00% | – |
| NSTG | NANOSTRING TECHNOLOGIES INC | $10,000 | -23.1% | 206 | 0.0% | 0.00% | -25.0% | |
| TREX | TREX CO INC | $10,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $8,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $9,000 | -18.2% | 158 | 0.0% | 0.00% | -25.0% | |
| MDT | New | MEDTRONIC PLC | $8,000 | – | 63 | +100.0% | 0.00% | – |
| FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $9,000 | – | 167 | +100.0% | 0.00% | – |
| LASR | NLIGHT INC | $8,000 | -20.0% | 282 | 0.0% | 0.00% | 0.0% | |
| CVS | New | CVS HEALTH CORP | $8,000 | – | 91 | +100.0% | 0.00% | – |
| FPL | FST TR NEW OPPORT MLP & ENE | $10,000 | 0.0% | 1,689 | 0.0% | 0.00% | 0.0% | |
| FXG | New | FIRST TR EXCHANGE TRADED FDconsumr staple | $8,000 | – | 134 | +100.0% | 0.00% | – |
| TER | TERADYNE INC | $8,000 | -20.0% | 71 | 0.0% | 0.00% | 0.0% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $9,000 | -10.0% | 573 | 0.0% | 0.00% | 0.0% | |
| EYPT | EYEPOINT PHARMACEUTICALS INC | $10,000 | +11.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| NTR | NUTRIEN LTD | $8,000 | +14.3% | 120 | 0.0% | 0.00% | +50.0% | |
| TJX | TJX COS INC NEW | $9,000 | -10.0% | 142 | 0.0% | 0.00% | 0.0% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $8,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $10,000 | -33.3% | 98 | -30.0% | 0.00% | -40.0% |
| ET | Buy | ENERGY TRANSFER L P | $5,000 | -16.7% | 525 | +1.4% | 0.00% | 0.0% |
| IAC | Buy | IAC INTERACTIVECORP NEW | $6,000 | 0.0% | 45 | +15.4% | 0.00% | 0.0% |
| LMT | New | LOCKHEED MARTIN CORP | $6,000 | – | 18 | +100.0% | 0.00% | – |
| LEGR | Buy | FIRST TR EXCHANGE-TRADED FDindxx inovtv etf | $5,000 | 0.0% | 123 | +0.8% | 0.00% | 0.0% |
| NEE | Buy | NEXTERA ENERGY INC | $7,000 | +600.0% | 94 | +1242.9% | 0.00% | – |
| EBAY | EBAY INC. | $7,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% | |
| DUK | New | DUKE ENERGY CORP NEW | $7,000 | – | 67 | +100.0% | 0.00% | – |
| D | New | DOMINION ENERGY INC | $6,000 | – | 83 | +100.0% | 0.00% | – |
| DLR | New | DIGITAL RLTY TR INC | $7,000 | – | 45 | +100.0% | 0.00% | – |
| PRU | New | PRUDENTIAL FINL INC | $5,000 | – | 51 | +100.0% | 0.00% | – |
| DGX | QUEST DIAGNOSTICS INC | $6,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| QSR | New | RESTAURANT BRANDS INTL INC | $7,000 | – | 110 | +100.0% | 0.00% | – |
| RMO | ROMEO POWER INC | $5,000 | -37.5% | 1,000 | 0.0% | 0.00% | -33.3% | |
| DAR | New | DARLING INGREDIENTS INC | $5,000 | – | 74 | +100.0% | 0.00% | – |
| CRON | CRONOS GROUP INC | $6,000 | -33.3% | 1,000 | 0.0% | 0.00% | -33.3% | |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $5,000 | -61.5% | 35 | -59.3% | 0.00% | -50.0% |
| COP | CONOCOPHILLIPS | $7,000 | +16.7% | 105 | 0.0% | 0.00% | 0.0% | |
| COLM | COLUMBIA SPORTSWEAR CO | $5,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $6,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| KO | New | COCA COLA CO | $7,000 | – | 130 | +100.0% | 0.00% | – |
| BLCN | SIREN ETF TRnsd nxgn eco etf | $5,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% | |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $7,000 | -46.2% | 1,000 | 0.0% | 0.00% | -50.0% | |
| SNAP | SNAP INCcl a | $5,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% | |
| BE | Buy | BLOOM ENERGY CORP | $5,000 | -28.6% | 261 | +0.8% | 0.00% | 0.0% |
| TWST | TWIST BIOSCIENCE CORP | $5,000 | -28.6% | 50 | 0.0% | 0.00% | 0.0% | |
| TWTR | TWITTER INC | $6,000 | -14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| BAC | BK OF AMERICA CORP | $6,000 | 0.0% | 137 | 0.0% | 0.00% | 0.0% | |
| BCE | New | BCE INC | $7,000 | – | 137 | +100.0% | 0.00% | – |
| FUV | ARCIMOTO INC | $5,000 | -28.6% | 400 | 0.0% | 0.00% | 0.0% | |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $7,000 | 0.0% | 91 | +1.1% | 0.00% | 0.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $7,000 | -70.8% | 46 | -56.6% | 0.00% | -75.0% |
| XEL | New | XCEL ENERGY INC | $6,000 | – | 89 | +100.0% | 0.00% | – |
| CB | CHUBB LIMITED | $6,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| AKR | ACADIA RLTY TR | $6,000 | -14.3% | 300 | 0.0% | 0.00% | 0.0% | |
| SLV | New | ISHARES SILVER TRishares | $7,000 | – | 330 | +100.0% | 0.00% | – |
| CGC | CANOPY GROWTH CORP | $4,000 | -42.9% | 270 | 0.0% | 0.00% | -50.0% | |
| GS | GOLDMAN SACHS GROUP INC | $2,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,000 | -20.0% | 89 | 0.0% | 0.00% | -50.0% | |
| VNLA | JANUS DETROIT STR TRhendrsn shrt etf | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| ELY | CALLAWAY GOLF CO | $3,000 | -25.0% | 121 | 0.0% | 0.00% | 0.0% | |
| NUAN | NUANCE COMMUNICATIONS INC | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| AU | ANGLOGOLD ASHANTI LIMITEDsponsored adr | $3,000 | -25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $4,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $3,000 | -25.0% | 38 | 0.0% | 0.00% | 0.0% | |
| MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $2,000 | -60.0% | 28 | -60.0% | 0.00% | -50.0% |
| AAL | AMERICAN AIRLS GROUP INC | $2,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% | |
| NEWP | NEW PAC METALS CORP | $3,000 | -40.0% | 981 | 0.0% | 0.00% | -50.0% | |
| XHR | XENIA HOTELS & RESORTS INC | $2,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% | |
| VMEO | VIMEO INC | $2,000 | -33.3% | 63 | 0.0% | 0.00% | 0.0% | |
| AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $3,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| AUY | YAMANA GOLD INC | $2,000 | 0.0% | 404 | 0.0% | 0.00% | 0.0% | |
| VRM | VROOM INC | $3,000 | -40.0% | 121 | 0.0% | 0.00% | -50.0% | |
| EXK | ENDEAVOUR SILVER CORP | $4,000 | -33.3% | 1,000 | 0.0% | 0.00% | -50.0% | |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $2,000 | -60.0% | 27 | -59.1% | 0.00% | -50.0% |
| TRVN | TREVENA INC | $3,000 | -25.0% | 2,280 | 0.0% | 0.00% | 0.0% | |
| L | LOEWS CORP | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| PSX | PHILLIPS 66 | $3,000 | -25.0% | 42 | 0.0% | 0.00% | 0.0% | |
| HWM | HOWMET AEROSPACE INC | $3,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% | |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $3,000 | -57.1% | 43 | -58.3% | 0.00% | -50.0% |
| PDP | INVESCO EXCHANGE TRADED FD Tdwa momentum | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $4,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| PBI | PITNEY BOWES INC | $2,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $4,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| PLUG | Buy | PLUG POWER INC | $4,000 | -20.0% | 158 | +1.3% | 0.00% | -50.0% |
| CPNG | COUPANG INCcl a | $3,000 | -40.0% | 109 | 0.0% | 0.00% | -50.0% | |
| UAL | UNITED AIRLS HLDGS INC | $3,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| LMND | LEMONADE INC | $3,000 | -40.0% | 50 | 0.0% | 0.00% | -50.0% | |
| GFI | GOLD FIELDS LTDsponsored adr | $4,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| X | Sell | UNITED STATES STL CORP NEW | $2,000 | -83.3% | 99 | -80.2% | 0.00% | -75.0% |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| UWMC | UWM HOLDINGS CORPORATION | $3,000 | -25.0% | 450 | 0.0% | 0.00% | 0.0% | |
| Z | ZILLOW GROUP INCcl c cap stk | $4,000 | -33.3% | 47 | 0.0% | 0.00% | -50.0% | |
| R | RYDER SYS INC | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL | $4,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| TILE | New | INTERFACE INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| NS | NUSTAR ENERGY LP | $2,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
| ABNB | AIRBNB INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| EAD | WELLS FARGO ADVANTAGE INCOMEwf inc oppty fd | $0 | – | 9 | 0.0% | 0.00% | – | |
| UAVS | AGEAGLE AERIAL SYS INC NEW | $0 | – | 7 | 0.0% | 0.00% | – | |
| DNN | DENISON MINES CORP | $1,000 | 0.0% | 749 | 0.0% | 0.00% | – | |
| RS | Buy | RELIANCE STEEL & ALUMINUM CO | $0 | – | 0 | +100.0% | 0.00% | – |
| SCHN | Buy | SCHNITZER STEEL INDS INCcl a | $0 | – | 0 | +100.0% | 0.00% | – |
| AEG | AEGON N V | $0 | – | 2 | 0.0% | 0.00% | – | |
| DFE | Buy | WISDOMTREE TReurope smcp dv | $0 | – | 0 | +100.0% | 0.00% | – |
| XNTK | Buy | SPDR SER TRnyse tech etf | $0 | – | 0 | +100.0% | 0.00% | – |
| RSG | Buy | REPUBLIC SVCS INC | $0 | – | 0 | +100.0% | 0.00% | – |
| ORA | ORMAT TECHNOLOGIES INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| OGN | ORGANON & CO | $0 | – | 12 | 0.0% | 0.00% | – | |
| CMCSA | COMCAST CORP NEWcl a | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | 0 | +100.0% | 0.00% | – |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $0 | – | 0 | +100.0% | 0.00% | – |
| CCIV | Exit | CHURCHILL CAPITAL CORP IVcl a | $0 | – | -3 | -100.0% | 0.00% | – |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| HFRO | HIGHLAND INCOME FD | $1,000 | 0.0% | 82 | 0.0% | 0.00% | – | |
| C | CITIGROUP INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| CRNC | CERENCE INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| OCGN | OCUGEN INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| TPIC | TPI COMPOSITES INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| NOK | NOKIA CORPsponsored adr | $1,000 | – | 92 | 0.0% | 0.00% | – | |
| BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $0 | – | 2 | 0.0% | 0.00% | – | |
| TT | TRANE TECHNOLOGIES PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| TRMB | TRIMBLE INC | $0 | – | 2 | 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% | – |
| UL | UNILEVER PLCspon adr new | $0 | – | 3 | 0.0% | 0.00% | – | |
| IGIB | Buy | ISHARES TR | $0 | – | 0 | +100.0% | 0.00% | – |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -8 | -100.0% | 0.00% | – |
| AYRO | AYRO INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $0 | – | 13 | 0.0% | 0.00% | – | |
| ARNC | ARCONIC CORPORATION | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | 0 | +100.0% | 0.00% | – |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $0 | – | 0 | +100.0% | 0.00% | – |
| OEF | Buy | ISHARES TRs&p 100 etf | $0 | – | 0 | +100.0% | 0.00% | – |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | – | 9 | 0.0% | 0.00% | – | |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $0 | – | 0 | +100.0% | 0.00% | – |
| AIG | AMERICAN INTL GROUP INC | $1,000 | – | 10 | 0.0% | 0.00% | – | |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -20 | -100.0% | 0.00% | – |
| New | LUCID GROUP INC | $0 | – | 3 | +100.0% | 0.00% | – | |
| SOLO | ELECTRAMECCANICA VEHS CORP | $0 | -100.0% | 120 | 0.0% | 0.00% | – | |
| INVE | Buy | IDENTIV INC | $0 | – | 10 | +150.0% | 0.00% | – |
| WAB | WABTEC | $0 | – | 5 | 0.0% | 0.00% | – | |
| EWZ | New | ISHARES INCmsci brazil etf | $1,000 | – | 20 | +100.0% | 0.00% | – |
| AA | Sell | ALCOA CORP | $1,000 | -93.8% | 30 | -93.0% | 0.00% | -100.0% |
| EXN | EXCELLON RES INC | $0 | – | 120 | 0.0% | 0.00% | – | |
| PIPR | PIPER SANDLER COMPANIES | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $0 | -100.0% | 48 | 0.0% | 0.00% | – | |
| CVET | COVETRUS INC | $1,000 | -50.0% | 68 | 0.0% | 0.00% | -100.0% | |
| CVA | COVANTA HLDG CORP | $0 | – | 4 | 0.0% | 0.00% | – | |
| CNDT | Exit | CONDUENT INC | $0 | – | -370 | -100.0% | -0.00% | – |
| TM | Exit | TOYOTA MOTOR CORP | $0 | – | -12 | -100.0% | -0.00% | – |
| EDU | Exit | NEW ORIENTAL ED & TECHNOLOGYspon adr | $0 | – | -1,527 | -100.0% | -0.00% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -2,794 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-15
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.