$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 9.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CSX | CSX CORP | $2,376,000 | +26.5% | 63,183 | 0.0% | 0.73% | +16.6% | |
| TGT | TARGET CORP | $1,069,000 | +1.2% | 4,618 | 0.0% | 0.33% | -6.6% | |
| MCD | MCDONALDS CORP | $454,000 | +11.0% | 1,695 | 0.0% | 0.14% | +2.2% | |
| HD | HOME DEPOT INC | $339,000 | +26.5% | 817 | 0.0% | 0.10% | +16.9% | |
| ACI | ALBERTSONS COS INC | $287,000 | -3.0% | 9,510 | 0.0% | 0.09% | -10.2% | |
| 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% | |
| 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% | |
| BA | BOEING CO | $141,000 | -8.4% | 699 | 0.0% | 0.04% | -15.7% | |
| 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% | |
| FB | META PLATFORMS INCcl a | $118,000 | -0.8% | 351 | 0.0% | 0.04% | -10.0% | |
| GOOG | ALPHABET INCcap stk cl c | $113,000 | +8.7% | 39 | 0.0% | 0.04% | 0.0% | |
| 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% | |
| WMT | WALMART INC | $80,000 | +3.9% | 554 | 0.0% | 0.02% | -3.8% | |
| 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% | |
| JPM | JPMORGAN CHASE & CO | $61,000 | -4.7% | 388 | 0.0% | 0.02% | -9.5% | |
| 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% | |
| 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% | |
| 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% | |
| BDX | BECTON DICKINSON & CO | $39,000 | +2.6% | 155 | 0.0% | 0.01% | -7.7% | |
| 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% | ||
| 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% | |
| 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% | |
| 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% | |
| ABT | ABBOTT LABS | $24,000 | +20.0% | 169 | 0.0% | 0.01% | 0.0% | |
| IQV | IQVIA HLDGS INC | $18,000 | +12.5% | 65 | 0.0% | 0.01% | +20.0% | |
| 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% | |
| FISV | FISERV INC | $19,000 | -5.0% | 184 | 0.0% | 0.01% | -14.3% | |
| 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% | |
| 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% | |
| AMGN | AMGEN INC | $18,000 | +5.9% | 79 | 0.0% | 0.01% | 0.0% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| VZ | VERIZON COMMUNICATIONS INC | $12,000 | -7.7% | 237 | 0.0% | 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% | |
| 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% | |
| 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% | |
| PNC | PNC FINL SVCS GROUP INC | $9,000 | 0.0% | 44 | 0.0% | 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% | |
| 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% | |
| 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% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $7,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | – | |
| CVET | COVETRUS INC | $1,000 | 0.0% | 68 | 0.0% | 0.00% | – | |
| AYRO | AYRO INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $0 | – | 13 | 0.0% | 0.00% | – | |
| TT | TRANE TECHNOLOGIES PLC | $0 | – | 1 | 0.0% | 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% | – | |
| HFRO | HIGHLAND INCOME FD | $1,000 | 0.0% | 82 | 0.0% | 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% | – | |
| AIG | AMERICAN INTL GROUP INC | $1,000 | 0.0% | 10 | 0.0% | 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% | |
| 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% | – | |
| OCGN | OCUGEN INC | $0 | -100.0% | 100 | 0.0% | 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% | – | |
| 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% | – | |
| TRVN | TREVENA INC | $1,000 | -66.7% | 2,280 | 0.0% | 0.00% | -100.0% | |
| TRMB | TRIMBLE INC | $0 | – | 2 | 0.0% | 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.