$326 Million is the total value of Cedar Mountain Advisors, LLC's 339 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 23.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Sell | ISHARES TRrus 1000 grw etf | $69,524,000 | +11.5% | 227,507 | -0.1% | 21.33% | +2.8% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $62,544,000 | +8.9% | 372,440 | +1.5% | 19.19% | +0.4% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $31,570,000 | +3.4% | 273,999 | +0.6% | 9.68% | -4.7% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $30,833,000 | +9.4% | 251,945 | +1.3% | 9.46% | +0.9% |
| SPSB | Buy | SPDR SER TRportfolio short | $26,083,000 | -0.4% | 842,202 | +0.5% | 8.00% | -8.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $24,064,000 | +6.6% | 210,148 | +1.6% | 7.38% | -1.7% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $20,973,000 | +11.4% | 52,716 | +0.3% | 6.43% | +2.7% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $9,896,000 | +6.5% | 102,472 | +2.1% | 3.04% | -1.8% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $8,366,000 | +13.3% | 56,866 | +4.3% | 2.57% | +4.5% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $7,894,000 | +11.0% | 148,361 | +1.3% | 2.42% | +2.3% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $3,682,000 | -0.5% | 28,617 | +0.6% | 1.13% | -8.3% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $3,400,000 | +9.0% | 12,762 | +1.2% | 1.04% | +0.6% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $3,302,000 | +23.3% | 13,393 | -0.0% | 1.01% | +13.7% |
| CSX | CSX CORP | $2,376,000 | +26.5% | 63,183 | 0.0% | 0.73% | +16.6% | |
| AAPL | Buy | APPLE INC | $1,586,000 | +25.6% | 8,933 | +0.1% | 0.49% | +16.0% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,389,000 | -1.8% | 6,141 | +2.4% | 0.43% | -9.6% |
| TSLA | Sell | TESLA INC | $1,125,000 | +36.0% | 1,065 | -0.1% | 0.34% | +25.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,097,000 | +3.3% | 4,930 | +1.5% | 0.34% | -4.5% |
| TGT | TARGET CORP | $1,069,000 | +1.2% | 4,618 | 0.0% | 0.33% | -6.6% | |
| MSFT | Buy | MICROSOFT CORP | $840,000 | +19.3% | 2,499 | +0.0% | 0.26% | +10.3% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $680,000 | +9.7% | 3,722 | +0.1% | 0.21% | +1.5% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $677,000 | +7.1% | 5,839 | -6.0% | 0.21% | -1.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $594,000 | +32.0% | 1,988 | +20.6% | 0.18% | +21.3% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $590,000 | +5.2% | 9,277 | +4.7% | 0.18% | -3.2% |
| INTC | Buy | INTEL CORP | $575,000 | +10.6% | 11,173 | +14.5% | 0.18% | +1.7% |
| NKE | Buy | NIKE INCcl b | $564,000 | +14.9% | 3,387 | +0.2% | 0.17% | +6.1% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $452,000 | +15.9% | 1,407 | +4.6% | 0.14% | +6.9% |
| MCD | MCDONALDS CORP | $454,000 | +11.0% | 1,695 | 0.0% | 0.14% | +2.2% | |
| INTU | Buy | INTUIT | $370,000 | +19.4% | 576 | +0.2% | 0.11% | +10.7% |
| HD | HOME DEPOT INC | $339,000 | +26.5% | 817 | 0.0% | 0.10% | +16.9% | |
| SBUX | Buy | STARBUCKS CORP | $314,000 | +6.4% | 2,685 | +0.4% | 0.10% | -2.0% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $309,000 | +2.0% | 5,738 | +2.6% | 0.10% | -5.9% |
| ARKK | New | ARK ETF TRinnovation etf | $289,000 | – | 3,060 | +100.0% | 0.09% | – |
| ACI | ALBERTSONS COS INC | $287,000 | -3.0% | 9,510 | 0.0% | 0.09% | -10.2% | |
| CDK | Buy | CDK GLOBAL INC | $270,000 | -1.8% | 6,475 | +0.1% | 0.08% | -8.8% |
| DRIV | GLOBAL X FDSautonmous ev etf | $255,000 | +11.4% | 8,337 | 0.0% | 0.08% | +2.6% | |
| UNP | UNION PAC CORP | $244,000 | +28.4% | 969 | 0.0% | 0.08% | +19.0% | |
| CHD | CHURCH & DWIGHT CO INC | $246,000 | +24.2% | 2,400 | 0.0% | 0.08% | +13.6% | |
| SO | Buy | SOUTHERN CO | $203,000 | +12.2% | 2,954 | +1.0% | 0.06% | +3.3% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $194,000 | +2.1% | 1,770 | +3.1% | 0.06% | -4.8% |
| SR | SPIRE INC | $191,000 | +6.7% | 2,925 | 0.0% | 0.06% | -1.7% | |
| PG | PROCTER AND GAMBLE CO | $189,000 | +17.4% | 1,155 | 0.0% | 0.06% | +7.4% | |
| COST | COSTCO WHSL CORP NEW | $165,000 | +26.0% | 291 | 0.0% | 0.05% | +15.9% | |
| IWB | Sell | ISHARES TRrus 1000 etf | $164,000 | -13.7% | 620 | -21.2% | 0.05% | -20.6% |
| BA | BOEING CO | $141,000 | -8.4% | 699 | 0.0% | 0.04% | -15.7% | |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $138,000 | +0.7% | 3,541 | -0.1% | 0.04% | -8.7% |
| AMZN | AMAZON COM INC | $133,000 | +1.5% | 40 | 0.0% | 0.04% | -6.8% | |
| ILCG | ISHARES TRmorningstar grwt | $130,000 | +9.2% | 1,810 | 0.0% | 0.04% | 0.0% | |
| DIS | Buy | DISNEY WALT CO | $132,000 | -7.0% | 851 | +1.2% | 0.04% | -14.9% |
| XOM | Sell | EXXON MOBIL CORP | $119,000 | -3.3% | 1,945 | -7.2% | 0.04% | -9.8% |
| FB | META PLATFORMS INCcl a | $118,000 | -0.8% | 351 | 0.0% | 0.04% | -10.0% | |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $115,000 | -37.8% | 242 | -43.7% | 0.04% | -43.5% |
| GOOG | ALPHABET INCcap stk cl c | $113,000 | +8.7% | 39 | 0.0% | 0.04% | 0.0% | |
| CVX | Sell | CHEVRON CORP NEW | $114,000 | +6.5% | 971 | -8.0% | 0.04% | -2.8% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $109,000 | +16.0% | 2,642 | +0.4% | 0.03% | +6.5% |
| MMM | 3M CO | $96,000 | +1.1% | 539 | 0.0% | 0.03% | -9.4% | |
| AMAT | APPLIED MATLS INC | $95,000 | +23.4% | 602 | 0.0% | 0.03% | +11.5% | |
| IWR | Sell | ISHARES TRrus mid cap etf | $92,000 | +5.7% | 1,103 | -0.8% | 0.03% | -3.4% |
| BOH | Sell | BANK HAWAII CORP | $92,000 | -4.2% | 1,100 | -6.3% | 0.03% | -12.5% |
| MS | Buy | MORGAN STANLEY | $87,000 | +1.2% | 889 | +0.5% | 0.03% | -6.9% |
| NVDA | Buy | NVIDIA CORPORATION | $86,000 | +56.4% | 294 | +11.4% | 0.03% | +44.4% |
| WMT | WALMART INC | $80,000 | +3.9% | 554 | 0.0% | 0.02% | -3.8% | |
| USB | Buy | US BANCORP DEL | $80,000 | -5.9% | 1,431 | +0.1% | 0.02% | -10.7% |
| GOOGL | ALPHABET INCcap stk cl a | $81,000 | +8.0% | 28 | 0.0% | 0.02% | 0.0% | |
| DHR | DANAHER CORPORATION | $78,000 | +8.3% | 236 | 0.0% | 0.02% | 0.0% | |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $73,000 | +7.4% | 1,486 | 0.0% | 0.02% | -4.3% | |
| PEP | Buy | PEPSICO INC | $73,000 | +15.9% | 423 | +0.2% | 0.02% | +4.8% |
| JPM | JPMORGAN CHASE & CO | $61,000 | -4.7% | 388 | 0.0% | 0.02% | -9.5% | |
| BTCY | Buy | BIOTRICITY INC | $60,000 | +300.0% | 15,000 | +200.0% | 0.02% | +260.0% |
| HE | HAWAIIAN ELEC INDUSTRIES | $60,000 | +1.7% | 1,440 | 0.0% | 0.02% | -10.0% | |
| NSC | NORFOLK SOUTHN CORP | $60,000 | +25.0% | 200 | 0.0% | 0.02% | +12.5% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $53,000 | +10.4% | 378 | 0.0% | 0.02% | 0.0% | |
| ISCV | ISHARES TRmrning sm cp etf | $49,000 | +4.3% | 831 | 0.0% | 0.02% | -6.2% | |
| GLD | SPDR GOLD TR | $49,000 | +4.3% | 285 | 0.0% | 0.02% | -6.2% | |
| M | Buy | MACYS INC | $48,000 | +17.1% | 1,839 | +0.6% | 0.02% | +7.1% |
| NWN | Buy | NORTHWEST NAT HLDG CO | $47,000 | +4.4% | 972 | +0.2% | 0.01% | -6.7% |
| PFE | Buy | PFIZER INC | $46,000 | +39.4% | 780 | +0.6% | 0.01% | +27.3% |
| UNH | UNITEDHEALTH GROUP INC | $41,000 | +28.1% | 81 | 0.0% | 0.01% | +18.2% | |
| V | VISA INC | $41,000 | -2.4% | 189 | 0.0% | 0.01% | -7.1% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $41,000 | -4.7% | 473 | -5.0% | 0.01% | -7.1% |
| AIEQ | Buy | ETF MANAGERS TRai powered eqt | $43,000 | +4.9% | 1,017 | +1.7% | 0.01% | -7.1% |
| PAYX | Buy | PAYCHEX INC | $41,000 | +20.6% | 302 | +0.3% | 0.01% | +18.2% |
| JNJ | JOHNSON & JOHNSON | $42,000 | +5.0% | 248 | 0.0% | 0.01% | 0.0% | |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $39,000 | -2.5% | 242 | 0.0% | 0.01% | -7.7% | |
| AXP | Sell | AMERICAN EXPRESS CO | $39,000 | -18.8% | 239 | -17.0% | 0.01% | -25.0% |
| ECL | Sell | ECOLAB INC | $39,000 | -4.9% | 165 | -15.8% | 0.01% | -14.3% |
| ABBV | Buy | ABBVIE INC | $38,000 | +26.7% | 277 | +0.7% | 0.01% | +20.0% |
| KBE | Buy | SPDR SER TRs&p bk etf | $40,000 | +2.6% | 732 | +0.3% | 0.01% | -7.7% |
| BDX | BECTON DICKINSON & CO | $39,000 | +2.6% | 155 | 0.0% | 0.01% | -7.7% | |
| MO | Buy | ALTRIA GROUP INC | $35,000 | +6.1% | 735 | +0.8% | 0.01% | 0.0% |
| TMO | THERMO FISHER SCIENTIFIC INC | $36,000 | +16.1% | 54 | 0.0% | 0.01% | +10.0% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $35,000 | -2.8% | 62 | 0.0% | 0.01% | -8.3% | |
| GENERAL ELECTRIC CO | $33,000 | -8.3% | 347 | 0.0% | 0.01% | -16.7% | ||
| WES | Buy | WESTERN MIDSTREAM PARTNERS L | $34,000 | +9.7% | 1,522 | +1.5% | 0.01% | 0.0% |
| AVA | Buy | AVISTA CORP | $33,000 | +10.0% | 768 | +0.1% | 0.01% | 0.0% |
| EXAS | EXACT SCIENCES CORP | $31,000 | -18.4% | 400 | 0.0% | 0.01% | -23.1% | |
| DUTCH BROS INCcl a | $34,000 | +17.2% | 676 | 0.0% | 0.01% | 0.0% | ||
| USMV | ISHARES TRmsci usa min vol | $34,000 | +9.7% | 417 | 0.0% | 0.01% | 0.0% | |
| WCN | WASTE CONNECTIONS INC | $31,000 | +6.9% | 228 | 0.0% | 0.01% | 0.0% | |
| F | New | FORD MTR CO DEL | $31,000 | – | 1,500 | +100.0% | 0.01% | – |
| KMPR | KEMPER CORP | $29,000 | -12.1% | 500 | 0.0% | 0.01% | -18.2% | |
| CRM | SALESFORCE COM INC | $28,000 | -6.7% | 111 | 0.0% | 0.01% | -10.0% | |
| CAT | CATERPILLAR INC | $28,000 | +7.7% | 135 | 0.0% | 0.01% | 0.0% | |
| TRV | TRAVELERS COMPANIES INC | $29,000 | +3.6% | 185 | 0.0% | 0.01% | 0.0% | |
| ACN | ACCENTURE PLC IRELAND | $29,000 | +31.8% | 69 | 0.0% | 0.01% | +28.6% | |
| TDY | TELEDYNE TECHNOLOGIES INC | $30,000 | +3.4% | 68 | 0.0% | 0.01% | -10.0% | |
| WFC | WELLS FARGO CO NEW | $30,000 | +3.4% | 617 | 0.0% | 0.01% | -10.0% | |
| SHW | SHERWIN WILLIAMS CO | $27,000 | +22.7% | 78 | 0.0% | 0.01% | +14.3% | |
| COF | CAPITAL ONE FINL CORP | $26,000 | -10.3% | 182 | 0.0% | 0.01% | -20.0% | |
| TXN | TEXAS INSTRS INC | $25,000 | -3.8% | 133 | 0.0% | 0.01% | -11.1% | |
| BLK | BLACKROCK INC | $26,000 | +13.0% | 28 | 0.0% | 0.01% | 0.0% | |
| MORN | MORNINGSTAR INC | $26,000 | +36.8% | 75 | 0.0% | 0.01% | +33.3% | |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $26,000 | 0.0% | 487 | +0.4% | 0.01% | -11.1% |
| COMT | ISHARES U S ETF TRgsci cmdty stgy | $23,000 | -11.5% | 737 | 0.0% | 0.01% | -22.2% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $23,000 | +15.0% | 133 | 0.0% | 0.01% | 0.0% | |
| CCI | CROWN CASTLE INTL CORP NEW | $23,000 | +21.1% | 112 | 0.0% | 0.01% | +16.7% | |
| GM | GENERAL MTRS CO | $23,000 | +15.0% | 385 | 0.0% | 0.01% | 0.0% | |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $24,000 | +14.3% | 212 | +3.4% | 0.01% | 0.0% |
| ABT | ABBOTT LABS | $24,000 | +20.0% | 169 | 0.0% | 0.01% | 0.0% | |
| ITA | Buy | ISHARES TRus aer def etf | $23,000 | 0.0% | 226 | +0.4% | 0.01% | -12.5% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $20,000 | -4.8% | 151 | +0.7% | 0.01% | -14.3% |
| New | RIVIAN AUTOMOTIVE INC | $21,000 | – | 200 | +100.0% | 0.01% | – | |
| IQV | IQVIA HLDGS INC | $18,000 | +12.5% | 65 | 0.0% | 0.01% | +20.0% | |
| New | PROSHARES TRbitcoin strate | $21,000 | – | 720 | +100.0% | 0.01% | – | |
| PHK | PIMCO HIGH INCOME FD | $18,000 | 0.0% | 2,854 | 0.0% | 0.01% | 0.0% | |
| CSCO | CISCO SYS INC | $19,000 | +18.8% | 302 | 0.0% | 0.01% | +20.0% | |
| EA | ELECTRONIC ARTS INC | $21,000 | -8.7% | 162 | 0.0% | 0.01% | -25.0% | |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $19,000 | +5.6% | 344 | +0.3% | 0.01% | 0.0% |
| GRMN | Buy | GARMIN LTD | $18,000 | -14.3% | 134 | +0.8% | 0.01% | -14.3% |
| FISV | FISERV INC | $19,000 | -5.0% | 184 | 0.0% | 0.01% | -14.3% | |
| BYND | Sell | BEYOND MEAT INC | $20,000 | -37.5% | 301 | -0.3% | 0.01% | -45.5% |
| FTNT | FORTINET INC | $19,000 | +26.7% | 52 | 0.0% | 0.01% | +20.0% | |
| BK | BANK NEW YORK MELLON CORP | $18,000 | +12.5% | 314 | 0.0% | 0.01% | +20.0% | |
| EL | LAUDER ESTEE COS INCcl a | $21,000 | +23.5% | 56 | 0.0% | 0.01% | 0.0% | |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $19,000 | – | 218 | +100.0% | 0.01% | – |
| ILCB | ISHARES TRmorningstr us eq | $20,000 | +11.1% | 304 | 0.0% | 0.01% | 0.0% | |
| HON | HONEYWELL INTL INC | $19,000 | 0.0% | 91 | 0.0% | 0.01% | 0.0% | |
| IEFA | New | ISHARES TRcore msci eafe | $19,000 | – | 249 | +100.0% | 0.01% | – |
| AMGN | AMGEN INC | $18,000 | +5.9% | 79 | 0.0% | 0.01% | 0.0% | |
| SLB | Sell | SCHLUMBERGER LTD | $18,000 | -45.5% | 600 | -45.5% | 0.01% | -45.5% |
| CW | CURTISS WRIGHT CORP | $18,000 | +12.5% | 128 | 0.0% | 0.01% | +20.0% | |
| IGD | VOYA GLBL EQTY DIV & PREM OP | $17,000 | +6.2% | 2,740 | 0.0% | 0.01% | 0.0% | |
| Buy | LUCID GROUP INC | $17,000 | – | 453 | +15000.0% | 0.01% | – | |
| CI | CIGNA CORP NEW | $15,000 | +15.4% | 66 | 0.0% | 0.01% | +25.0% | |
| OTIS | OTIS WORLDWIDE CORP | $15,000 | +7.1% | 171 | 0.0% | 0.01% | 0.0% | |
| SIRI | SIRIUS XM HOLDINGS INC | $17,000 | 0.0% | 2,745 | 0.0% | 0.01% | -16.7% | |
| ADI | ANALOG DEVICES INC | $16,000 | +6.7% | 91 | 0.0% | 0.01% | 0.0% | |
| T | Buy | AT&T INC | $12,000 | -7.7% | 475 | +1.5% | 0.00% | 0.0% |
| ALL | ALLSTATE CORP | $12,000 | -7.7% | 104 | 0.0% | 0.00% | 0.0% | |
| HYT | BLACKROCK CORPOR HI YLD FD I | $13,000 | +8.3% | 1,023 | 0.0% | 0.00% | 0.0% | |
| ETY | EATON VANCE TAX-MANAGED DIVE | $12,000 | +9.1% | 768 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $13,000 | +18.2% | 225 | 0.0% | 0.00% | 0.0% | |
| EYPT | EYEPOINT PHARMACEUTICALS INC | $12,000 | +20.0% | 1,000 | 0.0% | 0.00% | +33.3% | |
| FDX | FEDEX CORP | $13,000 | +18.2% | 49 | 0.0% | 0.00% | 0.0% | |
| GIS | GENERAL MLS INC | $14,000 | +16.7% | 204 | 0.0% | 0.00% | 0.0% | |
| GOOD | Buy | GLADSTONE COMMERCIAL CORP | $14,000 | +27.3% | 536 | +1.7% | 0.00% | 0.0% |
| NFLX | NETFLIX INC | $13,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| SWK | STANLEY BLACK & DECKER INC | $13,000 | +8.3% | 70 | 0.0% | 0.00% | 0.0% | |
| TER | TERADYNE INC | $12,000 | +50.0% | 71 | 0.0% | 0.00% | +33.3% | |
| TREX | TREX CO INC | $13,000 | +30.0% | 96 | 0.0% | 0.00% | +33.3% | |
| UMC | UNITED MICROELECTRONICS CORPspon adr new | $12,000 | +9.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $12,000 | – | 154 | +100.0% | 0.00% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $12,000 | – | 198 | +100.0% | 0.00% | – |
| VZ | VERIZON COMMUNICATIONS INC | $12,000 | -7.7% | 237 | 0.0% | 0.00% | 0.0% | |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $10,000 | 0.0% | 97 | -1.0% | 0.00% | 0.0% |
| GLW | CORNING INC | $9,000 | +12.5% | 230 | 0.0% | 0.00% | 0.0% | |
| VTRS | VIATRIS INC | $11,000 | 0.0% | 830 | 0.0% | 0.00% | -25.0% | |
| NWL | NEWELL BRANDS INC | $10,000 | -9.1% | 475 | 0.0% | 0.00% | -25.0% | |
| NEE | Buy | NEXTERA ENERGY INC | $9,000 | +28.6% | 95 | +1.1% | 0.00% | +50.0% |
| IMCG | ISHARES TRmrgstr md cp grw | $11,000 | 0.0% | 156 | 0.0% | 0.00% | -25.0% | |
| FIXD | FIRST TR EXCHNG TRADED FD VItcw opportunis | $9,000 | 0.0% | 167 | 0.0% | 0.00% | 0.0% | |
| LIN | LINDE PLC | $11,000 | +22.2% | 32 | 0.0% | 0.00% | 0.0% | |
| PXD | PIONEER NAT RES CO | $10,000 | +11.1% | 57 | 0.0% | 0.00% | 0.0% | |
| NSTG | NANOSTRING TECHNOLOGIES INC | $9,000 | -10.0% | 206 | 0.0% | 0.00% | 0.0% | |
| FPL | FST TR NEW OPPORT MLP & ENE | $9,000 | -10.0% | 1,689 | 0.0% | 0.00% | 0.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $11,000 | +22.2% | 51 | 0.0% | 0.00% | 0.0% | |
| TFC | TRUIST FINL CORP | $10,000 | 0.0% | 163 | 0.0% | 0.00% | 0.0% | |
| KEY | KEYCORP | $9,000 | +12.5% | 377 | 0.0% | 0.00% | 0.0% | |
| ZI | ZOOMINFO TECHNOLOGIES INC | $9,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $10,000 | +11.1% | 158 | 0.0% | 0.00% | 0.0% | |
| CVS | CVS HEALTH CORP | $9,000 | +12.5% | 91 | 0.0% | 0.00% | 0.0% | |
| ORCL | New | ORACLE CORP | $9,000 | – | 100 | +100.0% | 0.00% | – |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $9,000 | +12.5% | 53 | 0.0% | 0.00% | 0.0% | |
| ATI | ALLEGHENY TECHNOLOGIES INC | $9,000 | 0.0% | 535 | 0.0% | 0.00% | 0.0% | |
| TJX | TJX COS INC NEW | $11,000 | +22.2% | 142 | 0.0% | 0.00% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $11,000 | 0.0% | 151 | 0.0% | 0.00% | -25.0% | |
| PCG | PG&E CORP | $10,000 | +25.0% | 802 | 0.0% | 0.00% | 0.0% | |
| GD | GENERAL DYNAMICS CORP | $9,000 | +12.5% | 41 | 0.0% | 0.00% | 0.0% | |
| OIH | New | VANECK ETF TRUSToil services etf | $11,000 | – | 61 | +100.0% | 0.00% | – |
| PNC | PNC FINL SVCS GROUP INC | $9,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| MRK | Buy | MERCK & CO INC | $10,000 | 0.0% | 133 | +0.8% | 0.00% | 0.0% |
| MET | METLIFE INC | $11,000 | +10.0% | 169 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC. | $6,000 | -14.3% | 94 | 0.0% | 0.00% | 0.0% | |
| FIVG | New | ETF SER SOLUTIONSdefiance next | $7,000 | – | 175 | +100.0% | 0.00% | – |
| DUK | DUKE ENERGY CORP NEW | $7,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| LMT | LOCKHEED MARTIN CORP | $6,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| BLOK | AMPLIFY ETF TRblockchain ldr | $7,000 | -12.5% | 172 | 0.0% | 0.00% | -33.3% | |
| PLUG | Buy | PLUG POWER INC | $5,000 | +25.0% | 164 | +3.8% | 0.00% | +100.0% |
| D | DOMINION ENERGY INC | $7,000 | +16.7% | 83 | 0.0% | 0.00% | 0.0% | |
| DLR | DIGITAL RLTY TR INC | $8,000 | +14.3% | 45 | 0.0% | 0.00% | 0.0% | |
| PRU | PRUDENTIAL FINL INC | $6,000 | +20.0% | 51 | 0.0% | 0.00% | 0.0% | |
| DGX | Sell | QUEST DIAGNOSTICS INC | $7,000 | +16.7% | 42 | -4.5% | 0.00% | 0.0% |
| AMPY | New | AMPLIFY ENERGY CORP NEW | $6,000 | – | 2,000 | +100.0% | 0.00% | – |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $7,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% | |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $5,000 | -44.4% | 126 | -54.3% | 0.00% | -33.3% |
| TIP | Buy | ISHARES TRtips bd etf | $8,000 | 0.0% | 62 | +1.6% | 0.00% | -33.3% |
| GFI | GOLD FIELDS LTDsponsored adr | $5,000 | +25.0% | 500 | 0.0% | 0.00% | +100.0% | |
| DAR | DARLING INGREDIENTS INC | $5,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% | |
| BCE | BCE INC | $7,000 | 0.0% | 137 | 0.0% | 0.00% | 0.0% | |
| QSR | RESTAURANT BRANDS INTL INC | $7,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| COUP | COUPA SOFTWARE INC | $8,000 | -27.3% | 50 | 0.0% | 0.00% | -50.0% | |
| COP | CONOCOPHILLIPS | $8,000 | +14.3% | 105 | 0.0% | 0.00% | 0.0% | |
| JD | Sell | JD.COM INCspon adr cl a | $7,000 | -36.4% | 94 | -40.9% | 0.00% | -50.0% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $5,000 | 0.0% | 33 | -5.7% | 0.00% | 0.0% |
| LEGR | FIRST TR EXCHANGE-TRADED FDindxx inovtv etf | $5,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% | |
| BAC | BK OF AMERICA CORP | $6,000 | 0.0% | 137 | 0.0% | 0.00% | 0.0% | |
| COLM | COLUMBIA SPORTSWEAR CO | $5,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INCspon ads | $7,000 | -12.5% | 212 | 0.0% | 0.00% | -33.3% | |
| BE | BLOOM ENERGY CORP | $6,000 | +20.0% | 261 | 0.0% | 0.00% | 0.0% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $7,000 | +16.7% | 34 | 0.0% | 0.00% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $5,000 | +25.0% | 69 | 0.0% | 0.00% | +100.0% | |
| KO | COCA COLA CO | $8,000 | +14.3% | 130 | 0.0% | 0.00% | 0.0% | |
| AKR | Buy | ACADIA RLTY TR | $7,000 | +16.7% | 302 | +0.7% | 0.00% | 0.0% |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $7,000 | -12.5% | 55 | 0.0% | 0.00% | -33.3% | |
| FVRR | FIVERR INTL LTD | $6,000 | -40.0% | 55 | 0.0% | 0.00% | -33.3% | |
| TECK | New | TECK RESOURCES LTDcl b | $6,000 | – | 197 | +100.0% | 0.00% | – |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $8,000 | -11.1% | 573 | 0.0% | 0.00% | -33.3% | |
| LASR | NLIGHT INC | $7,000 | -12.5% | 282 | 0.0% | 0.00% | -33.3% | |
| ARGO | ARGO GROUP INTL HLDGS LTD | $8,000 | 0.0% | 146 | 0.0% | 0.00% | -33.3% | |
| FXG | FIRST TR EXCHANGE TRADED FDconsumr staple | $8,000 | 0.0% | 134 | 0.0% | 0.00% | -33.3% | |
| CB | CHUBB LIMITED | $7,000 | +16.7% | 36 | 0.0% | 0.00% | 0.0% | |
| XEL | XCEL ENERGY INC | $6,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
| ONCY | ONCOLYTICS BIOTECH INC | $8,000 | -33.3% | 5,651 | 0.0% | 0.00% | -50.0% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $6,000 | -14.3% | 51 | +10.9% | 0.00% | 0.0% |
| MDT | MEDTRONIC PLC | $7,000 | -12.5% | 63 | 0.0% | 0.00% | -33.3% | |
| IAC | IAC INTERACTIVECORP NEW | $6,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| PTON | PELOTON INTERACTIVE INC | $6,000 | -57.1% | 165 | 0.0% | 0.00% | -60.0% | |
| WOOF | PETCO HEALTH & WELLNESS CO I | $8,000 | 0.0% | 395 | 0.0% | 0.00% | -33.3% | |
| SLV | Sell | ISHARES SILVER TRishares | $4,000 | -42.9% | 170 | -48.5% | 0.00% | -50.0% |
| TILE | INTERFACE INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| VNLA | JANUS DETROIT STR TRhendrsn shrt etf | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $2,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| LMND | LEMONADE INC | $2,000 | -33.3% | 50 | 0.0% | 0.00% | 0.0% | |
| L | LOEWS CORP | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| New | FLUENCE ENERGY INC | $4,000 | – | 100 | +100.0% | 0.00% | – | |
| NEWP | NEW PAC METALS CORP | $3,000 | 0.0% | 981 | 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% | |
| ET | Buy | ENERGY TRANSFER L P | $4,000 | -20.0% | 533 | +1.5% | 0.00% | -50.0% |
| EXK | ENDEAVOUR SILVER CORP | $4,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PSX | PHILLIPS 66 | $3,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| PIPR | PIPER SANDLER COMPANIES | $2,000 | +100.0% | 9 | 0.0% | 0.00% | – | |
| DAL | DELTA AIR LINES INC DEL | $4,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| RMO | ROMEO POWER INC | $4,000 | -20.0% | 1,000 | 0.0% | 0.00% | -50.0% | |
| R | RYDER SYS INC | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| CRON | CRONOS GROUP INC | $4,000 | -33.3% | 1,000 | 0.0% | 0.00% | -50.0% | |
| CPNG | COUPANG INCcl a | $3,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% | |
| MDYG | SPDR SER TRs&p 400 mdcp grw | $2,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| MDYV | SPDR SER TRs&p 400 mdcp val | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $3,000 | +50.0% | 22 | 0.0% | 0.00% | 0.0% | |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $3,000 | 0.0% | 41 | -4.7% | 0.00% | 0.0% |
| COIN | Sell | COINBASE GLOBAL INC | $3,000 | -87.0% | 10 | -90.0% | 0.00% | -87.5% |
| BLCN | Buy | SIREN ETF TRnsd nxgn eco etf | $4,000 | -20.0% | 102 | +1.0% | 0.00% | -50.0% |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $4,000 | -42.9% | 1,000 | 0.0% | 0.00% | -50.0% | |
| SNAP | SNAP INCcl a | $3,000 | -40.0% | 74 | 0.0% | 0.00% | -50.0% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $4,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $2,000 | -50.0% | 270 | 0.0% | 0.00% | 0.0% | |
| ELY | CALLAWAY GOLF CO | $3,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% | |
| TWST | TWIST BIOSCIENCE CORP | $4,000 | -20.0% | 50 | 0.0% | 0.00% | -50.0% | |
| TWTR | TWITTER INC | $4,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
| UAL | UNITED AIRLS HLDGS INC | $2,000 | -33.3% | 57 | 0.0% | 0.00% | 0.0% | |
| X | UNITED STATES STL CORP NEW | $2,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% | |
| UWMC | UWM HOLDINGS CORPORATION | $3,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% | |
| FUV | ARCIMOTO INC | $3,000 | -40.0% | 400 | 0.0% | 0.00% | -50.0% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
| AU | ANGLOGOLD ASHANTI LIMITEDsponsored adr | $4,000 | +33.3% | 200 | 0.0% | 0.00% | 0.0% | |
| VO | New | VANGUARD INDEX FDSmid cap etf | $2,000 | – | 8 | +100.0% | 0.00% | – |
| AAL | AMERICAN AIRLS GROUP INC | $2,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% | |
| AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $3,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $3,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| AUY | YAMANA GOLD INC | $2,000 | 0.0% | 404 | 0.0% | 0.00% | 0.0% | |
| Z | ZILLOW GROUP INCcl c cap stk | $3,000 | -25.0% | 47 | 0.0% | 0.00% | 0.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $4,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| MBB | New | ISHARES TRmbs etf | $3,000 | – | 28 | +100.0% | 0.00% | – |
| PDP | INVESCO EXCHANGE TRADED FD Tdwa momentum | $3,000 | +50.0% | 28 | 0.0% | 0.00% | 0.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | – | 9 | 0.0% | 0.00% | – | |
| SCHN | Buy | SCHNITZER STEEL INDS INCcl a | $0 | – | 0 | +100.0% | 0.00% | – |
| GLTR | New | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $0 | – | 4 | +100.0% | 0.00% | – |
| CVET | COVETRUS INC | $1,000 | 0.0% | 68 | 0.0% | 0.00% | – | |
| ARVL | New | ARRIVAL GROUP | $0 | – | 3 | +100.0% | 0.00% | – |
| XNTK | Buy | SPDR SER TRnyse tech etf | $0 | – | 0 | +100.0% | 0.00% | – |
| AYRO | AYRO INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $0 | – | 13 | 0.0% | 0.00% | – | |
| OEF | Buy | ISHARES TRs&p 100 etf | $0 | – | 0 | +100.0% | 0.00% | – |
| New | KYNDRYL HLDGS INC | $1,000 | – | 30 | +100.0% | 0.00% | – | |
| TT | TRANE TECHNOLOGIES PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | 0 | +100.0% | 0.00% | – |
| UL | UNILEVER PLCspon adr new | $0 | – | 3 | 0.0% | 0.00% | – | |
| CMCSA | COMCAST CORP NEWcl a | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| AA | Exit | ALCOA CORP | $0 | – | -30 | -100.0% | 0.00% | – |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | 0 | +100.0% | 0.00% | – |
| RSG | Buy | REPUBLIC SVCS INC | $0 | – | 0 | +100.0% | 0.00% | – |
| HFRO | HIGHLAND INCOME FD | $1,000 | 0.0% | 82 | 0.0% | 0.00% | – | |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $0 | – | 0 | +100.0% | 0.00% | – |
| RS | Buy | RELIANCE STEEL & ALUMINUM CO | $0 | – | 0 | +100.0% | 0.00% | – |
| DNN | DENISON MINES CORP | $1,000 | 0.0% | 749 | 0.0% | 0.00% | – | |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $0 | – | 48 | 0.0% | 0.00% | – | |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $0 | – | 0 | +100.0% | 0.00% | – |
| EWZ | Exit | ISHARES INCmsci brazil etf | $0 | – | -20 | -100.0% | 0.00% | – |
| AIG | AMERICAN INTL GROUP INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| LQD | New | ISHARES TRiboxx inv cp etf | $1,000 | – | 8 | +100.0% | 0.00% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $1,000 | – | 5 | +100.0% | 0.00% | – |
| ARNC | Exit | ARCONIC CORPORATION | $0 | – | -22 | -100.0% | 0.00% | – |
| SOLO | ELECTRAMECCANICA VEHS CORP | $0 | – | 120 | 0.0% | 0.00% | – | |
| VMEO | VIMEO INC | $1,000 | -50.0% | 63 | 0.0% | 0.00% | -100.0% | |
| HKND | New | HUMANKIND BENEFIT CORPORATIOhumankind us stk | $0 | – | 2 | +100.0% | 0.00% | – |
| ORA | ORMAT TECHNOLOGIES INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| VRM | VROOM INC | $1,000 | -66.7% | 121 | 0.0% | 0.00% | -100.0% | |
| WAB | WABTEC | $0 | – | 5 | 0.0% | 0.00% | – | |
| OGN | ORGANON & CO | $0 | – | 12 | 0.0% | 0.00% | – | |
| ABNB | AIRBNB INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| UAVS | AGEAGLE AERIAL SYS INC NEW | $0 | – | 7 | 0.0% | 0.00% | – | |
| EAD | ALLSPRING INCOME OPPORTUNITinc oppty fd | $0 | – | 9 | 0.0% | 0.00% | – | |
| AEG | AEGON N V | $0 | – | 2 | 0.0% | 0.00% | – | |
| HDV | Buy | ISHARES TRcore high dv etf | $0 | – | 0 | +100.0% | 0.00% | – |
| DFE | Buy | WISDOMTREE TReurope smcp dv | $0 | – | 0 | +100.0% | 0.00% | – |
| OCGN | OCUGEN INC | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
| IGIB | Buy | ISHARES TR | $0 | – | 0 | +100.0% | 0.00% | – |
| INVE | Buy | IDENTIV INC | $0 | – | 12 | +20.0% | 0.00% | – |
| EXN | EXCELLON RES INC | $0 | – | 120 | 0.0% | 0.00% | – | |
| NOK | NOKIA CORPsponsored adr | $1,000 | 0.0% | 92 | 0.0% | 0.00% | – | |
| CRNC | CERENCE INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| TPIC | TPI COMPOSITES INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| NRG | NRG ENERGY INC | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| CVA | Exit | COVANTA HLDG CORP | $0 | – | -4 | -100.0% | 0.00% | – |
| BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $0 | – | 2 | 0.0% | 0.00% | – | |
| C | CITIGROUP INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| CWEN | New | CLEARWAY ENERGY INCcl c | $0 | – | 2 | +100.0% | 0.00% | – |
| TRVN | TREVENA INC | $1,000 | -66.7% | 2,280 | 0.0% | 0.00% | -100.0% | |
| TRMB | TRIMBLE INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $0 | – | 0 | +100.0% | 0.00% | – |
| XHR | Exit | XENIA HOTELS & RESORTS INC | $0 | – | -88 | -100.0% | -0.00% | – |
| HWM | Exit | HOWMET AEROSPACE INC | $0 | – | -91 | -100.0% | -0.00% | – |
| PBI | Exit | PITNEY BOWES INC | $0 | – | -250 | -100.0% | -0.00% | – |
| NTR | Exit | NUTRIEN LTD | $0 | – | -120 | -100.0% | -0.00% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -200 | -100.0% | -0.01% | – |
| DVYE | Exit | ISHARES INCem mkts div etf | $0 | – | -844 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-24
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.