$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | GENERAL ELECTRIC CO | $36,000 | – | 347 | +100.0% | 0.01% | – | |
| USMV | New | ISHARES TRmsci usa min vol | $31,000 | – | 417 | +100.0% | 0.01% | – |
| New | DUTCH BROS INCcl a | $29,000 | – | 676 | +100.0% | 0.01% | – | |
| COIN | New | COINBASE GLOBAL INC | $23,000 | – | 100 | +100.0% | 0.01% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $20,000 | – | 133 | +100.0% | 0.01% | – |
| MU | New | MICRON TECHNOLOGY INC | $14,000 | – | 200 | +100.0% | 0.01% | – |
| BTCY | New | BIOTRICITY INC | $15,000 | – | 5,000 | +100.0% | 0.01% | – |
| GILD | New | GILEAD SCIENCES INC | $11,000 | – | 151 | +100.0% | 0.00% | – |
| JD | New | JD.COM INCspon adr cl a | $11,000 | – | 159 | +100.0% | 0.00% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $9,000 | – | 44 | +100.0% | 0.00% | – |
| KEY | New | KEYCORP | $8,000 | – | 377 | +100.0% | 0.00% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $10,000 | – | 200 | +100.0% | 0.00% | – |
| MET | New | METLIFE INC | $10,000 | – | 169 | +100.0% | 0.00% | – |
| GD | New | GENERAL DYNAMICS CORP | $8,000 | – | 41 | +100.0% | 0.00% | – |
| TFC | New | TRUIST FINL CORP | $10,000 | – | 163 | +100.0% | 0.00% | – |
| 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% | – |
| CVS | New | CVS HEALTH CORP | $8,000 | – | 91 | +100.0% | 0.00% | – |
| FXG | New | FIRST TR EXCHANGE TRADED FDconsumr staple | $8,000 | – | 134 | +100.0% | 0.00% | – |
| LMT | New | LOCKHEED MARTIN CORP | $6,000 | – | 18 | +100.0% | 0.00% | – |
| 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% | – |
| QSR | New | RESTAURANT BRANDS INTL INC | $7,000 | – | 110 | +100.0% | 0.00% | – |
| DAR | New | DARLING INGREDIENTS INC | $5,000 | – | 74 | +100.0% | 0.00% | – |
| KO | New | COCA COLA CO | $7,000 | – | 130 | +100.0% | 0.00% | – |
| BCE | New | BCE INC | $7,000 | – | 137 | +100.0% | 0.00% | – |
| XEL | New | XCEL ENERGY INC | $6,000 | – | 89 | +100.0% | 0.00% | – |
| SLV | New | ISHARES SILVER TRishares | $7,000 | – | 330 | +100.0% | 0.00% | – |
| TILE | New | INTERFACE INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| New | LUCID GROUP INC | $0 | – | 3 | +100.0% | 0.00% | – | |
| EWZ | New | ISHARES INCmsci brazil etf | $1,000 | – | 20 | +100.0% | 0.00% | – |
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.