$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ARKK | New | ARK ETF TRinnovation etf | $289,000 | – | 3,060 | +100.0% | 0.09% | – |
| F | New | FORD MTR CO DEL | $31,000 | – | 1,500 | +100.0% | 0.01% | – |
| New | RIVIAN AUTOMOTIVE INC | $21,000 | – | 200 | +100.0% | 0.01% | – | |
| New | PROSHARES TRbitcoin strate | $21,000 | – | 720 | +100.0% | 0.01% | – | |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $19,000 | – | 218 | +100.0% | 0.01% | – |
| IEFA | New | ISHARES TRcore msci eafe | $19,000 | – | 249 | +100.0% | 0.01% | – |
| 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% | – |
| ORCL | New | ORACLE CORP | $9,000 | – | 100 | +100.0% | 0.00% | – |
| OIH | New | VANECK ETF TRUSToil services etf | $11,000 | – | 61 | +100.0% | 0.00% | – |
| FIVG | New | ETF SER SOLUTIONSdefiance next | $7,000 | – | 175 | +100.0% | 0.00% | – |
| AMPY | New | AMPLIFY ENERGY CORP NEW | $6,000 | – | 2,000 | +100.0% | 0.00% | – |
| TECK | New | TECK RESOURCES LTDcl b | $6,000 | – | 197 | +100.0% | 0.00% | – |
| New | FLUENCE ENERGY INC | $4,000 | – | 100 | +100.0% | 0.00% | – | |
| VO | New | VANGUARD INDEX FDSmid cap etf | $2,000 | – | 8 | +100.0% | 0.00% | – |
| MBB | New | ISHARES TRmbs etf | $3,000 | – | 28 | +100.0% | 0.00% | – |
| GLTR | New | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $0 | – | 4 | +100.0% | 0.00% | – |
| ARVL | New | ARRIVAL GROUP | $0 | – | 3 | +100.0% | 0.00% | – |
| New | KYNDRYL HLDGS INC | $1,000 | – | 30 | +100.0% | 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% | – |
| HKND | New | HUMANKIND BENEFIT CORPORATIOhumankind us stk | $0 | – | 2 | +100.0% | 0.00% | – |
| CWEN | New | CLEARWAY ENERGY INCcl c | $0 | – | 2 | +100.0% | 0.00% | – |
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.