$339 Million is the total value of Cedar Mountain Advisors, LLC's 350 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FLRN | New | SPDR SER TRblomberg brc inv | $14,986,000 | – | 491,501 | +100.0% | 4.43% | – |
| PULS | New | PGIM ETF TRultra short | $8,138,000 | – | 165,367 | +100.0% | 2.40% | – |
| DIVB | New | ISHARES TRus divid bybck | $193,000 | – | 4,635 | +100.0% | 0.06% | – |
| VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $192,000 | – | 2,841 | +100.0% | 0.06% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $28,000 | – | 550 | +100.0% | 0.01% | – |
| XM | New | QUALTRICS INTL INC | $26,000 | – | 905 | +100.0% | 0.01% | – |
| ON | New | ON SEMICONDUCTOR CORP | $25,000 | – | 400 | +100.0% | 0.01% | – |
| IP | New | INTERNATIONAL PAPER CO | $15,000 | – | 315 | +100.0% | 0.00% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $11,000 | – | 100 | +100.0% | 0.00% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $8,000 | – | 84 | +100.0% | 0.00% | – |
| SUN | New | SUNOCO LP/SUNOCO FIN CORP | $2,000 | – | 53 | +100.0% | 0.00% | – |
| PZA | New | INVESCO EXCH TRADED FD TR IInatl amt muni | $2,000 | – | 97 | +100.0% | 0.00% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $5,000 | – | 104 | +100.0% | 0.00% | – |
| AEM | New | AGNICO EAGLE MINES LTD | $4,000 | – | 71 | +100.0% | 0.00% | – |
| PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $0 | – | 13 | +100.0% | 0.00% | – |
| GLDG | New | GOLDMINING INC | $0 | – | 150 | +100.0% | 0.00% | – |
| PPTA | New | PERPETUA RESOURCES CORP | $0 | – | 23 | +100.0% | 0.00% | – |
| FURY | New | FURY GOLD MINES LIMITED | $0 | – | 143 | +100.0% | 0.00% | – |
| FSM | New | FORTUNA SILVER MINES INC | $0 | – | 50 | +100.0% | 0.00% | – |
| EUO | New | PROSHARES TR IIultrashrt euro | $0 | – | 10 | +100.0% | 0.00% | – |
| WATT | New | ENERGOUS CORP | $1,000 | – | 450 | +100.0% | 0.00% | – |
| SPTI | New | SPDR SER TRportfli intrmdit | $0 | – | 10 | +100.0% | 0.00% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $1,000 | – | 8 | +100.0% | 0.00% | – |
| ASM | New | AVINO SILVER & GOLD MINES LT | $0 | – | 130 | +100.0% | 0.00% | – |
| SUB | New | ISHARES TRshrt nat mun etf | $1,000 | – | 9 | +100.0% | 0.00% | – |
| USHY | New | ISHARES TRbroad usd high | $0 | – | 8 | +100.0% | 0.00% | – |
| IEMG | New | ISHARES INCcore msci emkt | $0 | – | 8 | +100.0% | 0.00% | – |
| USIG | New | ISHARES TRusd inv grde etf | $0 | – | 5 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-14
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.