$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 111.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AA | Exit | ALCOA CORP | $0 | – | -30 | -100.0% | 0.00% | – |
| EWZ | Exit | ISHARES INCmsci brazil etf | $0 | – | -20 | -100.0% | 0.00% | – |
| ARNC | Exit | ARCONIC CORPORATION | $0 | – | -22 | -100.0% | 0.00% | – |
| CVA | Exit | COVANTA HLDG CORP | $0 | – | -4 | -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.