$292 Million is the total value of Cedar Mountain Advisors, LLC's 345 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 29.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWD | Buy | ISHARES TRrus 1000 val etf | $55,551,000 | -11.5% | 383,188 | +1.3% | 19.01% | +2.5% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $51,508,000 | -19.9% | 235,520 | +1.7% | 17.63% | -7.2% |
| SPSB | Sell | SPDR SER TRportfolio short | $25,578,000 | -1.5% | 860,330 | -0.2% | 8.75% | +14.1% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $24,512,000 | -16.2% | 241,328 | -1.3% | 8.39% | -3.0% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $21,614,000 | -21.2% | 272,838 | +0.0% | 7.40% | -8.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $19,479,000 | -14.3% | 210,785 | +0.1% | 6.67% | -0.7% |
| FLRN | Sell | SPDR SER TRbloomberg invt | $14,701,000 | -1.9% | 488,259 | -0.7% | 5.03% | +13.6% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $12,801,000 | -32.8% | 45,671 | -13.1% | 4.38% | -22.1% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $10,198,000 | -15.9% | 132,115 | +1.7% | 3.49% | -2.6% |
| PULS | Sell | PGIM ETF TRpgim ultra sh bd | $8,049,000 | -1.1% | 164,021 | -0.8% | 2.76% | +14.6% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $7,907,000 | -9.9% | 59,957 | +1.0% | 2.71% | +4.4% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $7,043,000 | -20.7% | 167,690 | -5.7% | 2.41% | -8.1% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $3,501,000 | +1723.4% | 59,525 | +1995.2% | 1.20% | +2001.8% |
| DIVB | Buy | ISHARES TRus divid bybck | $2,999,000 | +1453.9% | 82,689 | +1684.0% | 1.03% | +1700.0% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $2,946,000 | -8.9% | 12,512 | -1.6% | 1.01% | +5.5% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $2,789,000 | -7.6% | 13,281 | +0.1% | 0.95% | +7.0% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $2,150,000 | -2.0% | 29,791 | +3.1% | 0.74% | +13.6% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $2,042,000 | +25425.0% | 20,599 | +24422.6% | 0.70% | +34850.0% |
| CSX | CSX CORP | $1,836,000 | -22.4% | 63,183 | 0.0% | 0.63% | -10.2% | |
| AAPL | Buy | APPLE INC | $1,362,000 | -17.4% | 9,962 | +5.5% | 0.47% | -4.3% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $866,000 | -15.3% | 5,112 | +2.7% | 0.30% | -2.0% |
| MSFT | Buy | MICROSOFT CORP | $843,000 | +9.3% | 3,283 | +31.4% | 0.29% | +26.3% |
| TGT | TARGET CORP | $652,000 | -33.5% | 4,618 | 0.0% | 0.22% | -22.8% | |
| TSLA | TESLA INC | $603,000 | -37.4% | 895 | 0.0% | 0.21% | -27.7% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $543,000 | -22.6% | 1,988 | 0.0% | 0.19% | -10.1% | |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $531,000 | -8.4% | 3,726 | +0.1% | 0.18% | +6.4% |
| VNQ | VANGUARD INDEX FDSreal estate etf | $497,000 | -15.9% | 5,454 | 0.0% | 0.17% | -2.9% | |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $474,000 | -18.7% | 9,185 | -5.9% | 0.16% | -5.8% |
| MCD | Buy | MCDONALDS CORP | $422,000 | +0.7% | 1,711 | +0.9% | 0.14% | +16.1% |
| NKE | Buy | NIKE INCcl b | $352,000 | -22.8% | 3,441 | +1.6% | 0.12% | -11.1% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $306,000 | -21.7% | 1,371 | +1.0% | 0.10% | -9.5% |
| ACI | ALBERTSONS COS INC | $254,000 | -19.6% | 9,510 | 0.0% | 0.09% | -6.5% | |
| INTC | Sell | INTEL CORP | $229,000 | -34.4% | 6,119 | -13.2% | 0.08% | -24.3% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $223,000 | -15.5% | 4,656 | -11.0% | 0.08% | -2.6% |
| CHD | CHURCH & DWIGHT CO INC | $222,000 | -7.1% | 2,400 | 0.0% | 0.08% | +7.0% | |
| INTU | INTUIT | $223,000 | -19.5% | 577 | 0.0% | 0.08% | -7.3% | |
| SO | Buy | SOUTHERN CO | $212,000 | -1.4% | 2,977 | +0.4% | 0.07% | +14.1% |
| SR | SPIRE INC | $212,000 | +3.4% | 2,852 | 0.0% | 0.07% | +19.7% | |
| HD | Sell | HOME DEPOT INC | $211,000 | -13.9% | 771 | -5.7% | 0.07% | 0.0% |
| UNP | UNION PAC CORP | $207,000 | -21.9% | 969 | 0.0% | 0.07% | -9.0% | |
| SBUX | Sell | STARBUCKS CORP | $201,000 | -18.0% | 2,629 | -2.5% | 0.07% | -4.2% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $192,000 | -94.3% | 1,613 | -94.2% | 0.07% | -93.4% |
| XOM | Buy | EXXON MOBIL CORP | $178,000 | +14.8% | 2,082 | +10.6% | 0.06% | +32.6% |
| PG | PROCTER AND GAMBLE CO | $166,000 | -6.2% | 1,155 | 0.0% | 0.06% | +9.6% | |
| BOND | Sell | PIMCO ETF TRactive bd etf | $159,000 | -21.7% | 1,668 | -16.6% | 0.05% | -10.0% |
| COST | COSTCO WHSL CORP NEW | $139,000 | -17.3% | 291 | 0.0% | 0.05% | -4.0% | |
| CVX | Buy | CHEVRON CORP NEW | $135,000 | -11.2% | 936 | +0.1% | 0.05% | +2.2% |
| IWB | ISHARES TRrus 1000 etf | $114,000 | -16.8% | 547 | 0.0% | 0.04% | -2.5% | |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $111,000 | -14.6% | 3,541 | 0.0% | 0.04% | 0.0% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $102,000 | -7.3% | 270 | +11.1% | 0.04% | +9.4% |
| BA | Sell | BOEING CO | $94,000 | -29.9% | 684 | -2.1% | 0.03% | -20.0% |
| ILCG | Sell | ISHARES TRmorningstar grwt | $88,000 | -25.4% | 1,749 | -3.4% | 0.03% | -14.3% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $88,000 | -12.9% | 2,666 | +0.5% | 0.03% | 0.0% |
| AMZN | Buy | AMAZON COM INC | $85,000 | -34.6% | 800 | +1900.0% | 0.03% | -23.7% |
| GOOG | ALPHABET INCcap stk cl c | $85,000 | -22.0% | 39 | 0.0% | 0.03% | -9.4% | |
| DRIV | GLOBAL X FDSautonmous ev etf | $82,000 | -21.9% | 3,804 | 0.0% | 0.03% | -9.7% | |
| DIS | DISNEY WALT CO | $80,000 | -31.6% | 851 | 0.0% | 0.03% | -22.9% | |
| BOH | Buy | BANK HAWAII CORP | $78,000 | -11.4% | 1,046 | +0.1% | 0.03% | +3.8% |
| MS | Buy | MORGAN STANLEY | $73,000 | -12.0% | 959 | +0.5% | 0.02% | 0.0% |
| FB | Sell | META PLATFORMS INCcl a | $66,000 | -34.0% | 409 | -9.3% | 0.02% | -23.3% |
| WMT | WALMART INC | $67,000 | -19.3% | 554 | 0.0% | 0.02% | -8.0% | |
| PEP | Sell | PEPSICO INC | $63,000 | -11.3% | 381 | -10.1% | 0.02% | +4.8% |
| MMM | Sell | 3M CO | $64,000 | -20.0% | 498 | -7.6% | 0.02% | -8.3% |
| GOOGL | ALPHABET INCcap stk cl a | $61,000 | -21.8% | 28 | 0.0% | 0.02% | -8.7% | |
| DHR | DANAHER CORPORATION | $60,000 | -13.0% | 236 | 0.0% | 0.02% | +5.0% | |
| FV | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $62,000 | -12.7% | 1,490 | +0.2% | 0.02% | 0.0% |
| USB | US BANCORP DEL | $58,000 | -12.1% | 1,251 | 0.0% | 0.02% | +5.3% | |
| HE | HAWAIIAN ELEC INDUSTRIES | $59,000 | -3.3% | 1,440 | 0.0% | 0.02% | +11.1% | |
| NWN | Buy | NORTHWEST NAT HLDG CO | $52,000 | +4.0% | 976 | +0.2% | 0.02% | +20.0% |
| IWR | Sell | ISHARES TRrus mid cap etf | $50,000 | -35.9% | 766 | -23.2% | 0.02% | -26.1% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $46,000 | -2.1% | 474 | +0.2% | 0.02% | +14.3% |
| GLD | SPDR GOLD TR | $48,000 | -5.9% | 285 | 0.0% | 0.02% | +6.7% | |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $48,000 | -95.6% | 374 | -93.5% | 0.02% | -95.0% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $48,000 | -7.7% | 378 | 0.0% | 0.02% | +6.7% | |
| ABBV | Buy | ABBVIE INC | $43,000 | -4.4% | 281 | +0.7% | 0.02% | +15.4% |
| NSC | NORFOLK SOUTHN CORP | $45,000 | -21.1% | 200 | 0.0% | 0.02% | -11.8% | |
| JPM | JPMORGAN CHASE & CO | $44,000 | -17.0% | 389 | 0.0% | 0.02% | -6.2% | |
| NVDA | NVIDIA CORPORATION | $45,000 | -43.8% | 294 | 0.0% | 0.02% | -37.5% | |
| ISCV | ISHARES TRmrning sm cp etf | $42,000 | -14.3% | 831 | 0.0% | 0.01% | 0.0% | |
| UNH | UNITEDHEALTH GROUP INC | $42,000 | +2.4% | 81 | 0.0% | 0.01% | +16.7% | |
| PFE | Buy | PFIZER INC | $41,000 | 0.0% | 790 | +0.6% | 0.01% | +16.7% |
| WES | Buy | WESTERN MIDSTREAM PARTNERS L | $38,000 | -2.6% | 1,570 | +1.9% | 0.01% | +8.3% |
| V | VISA INC | $37,000 | -11.9% | 189 | 0.0% | 0.01% | +8.3% | |
| BDX | BECTON DICKINSON & CO | $38,000 | -7.3% | 155 | 0.0% | 0.01% | +8.3% | |
| JNJ | Sell | JOHNSON & JOHNSON | $37,000 | -15.9% | 208 | -16.5% | 0.01% | 0.0% |
| M | Buy | MACYS INC | $34,000 | -24.4% | 1,861 | +0.6% | 0.01% | -7.7% |
| PAYX | Buy | PAYCHEX INC | $35,000 | -14.6% | 305 | +0.3% | 0.01% | 0.0% |
| AMPY | Buy | AMPLIFY ENERGY CORP NEW | $33,000 | +200.0% | 5,000 | +150.0% | 0.01% | +266.7% |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $33,000 | -8.3% | 242 | 0.0% | 0.01% | 0.0% | |
| KBE | Buy | SPDR SER TRs&p bk etf | $32,000 | -15.8% | 736 | +0.3% | 0.01% | 0.0% |
| AVA | AVISTA CORP | $33,000 | -5.7% | 768 | 0.0% | 0.01% | +10.0% | |
| TRV | TRAVELERS COMPANIES INC | $31,000 | -8.8% | 185 | 0.0% | 0.01% | +10.0% | |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $28,000 | 0.0% | 551 | +0.2% | 0.01% | +25.0% |
| TMO | THERMO FISHER SCIENTIFIC INC | $29,000 | -9.4% | 54 | 0.0% | 0.01% | +11.1% | |
| WCN | WASTE CONNECTIONS INC | $28,000 | -12.5% | 228 | 0.0% | 0.01% | +11.1% | |
| USMV | ISHARES TRmsci usa min vol | $29,000 | -9.4% | 417 | 0.0% | 0.01% | +11.1% | |
| AXP | Sell | AMERICAN EXPRESS CO | $28,000 | -33.3% | 199 | -12.3% | 0.01% | -16.7% |
| COMT | ISHARES U S ETF TRgsci cmdty stgy | $30,000 | 0.0% | 737 | 0.0% | 0.01% | +11.1% | |
| BTCY | New | BIOTRICITY INC | $27,000 | – | 15,000 | +100.0% | 0.01% | – |
| OIH | Buy | VANECK ETF TRUSToil services etf | $25,000 | +47.1% | 107 | +75.4% | 0.01% | +80.0% |
| TDY | TELEDYNE TECHNOLOGIES INC | $26,000 | -18.8% | 68 | 0.0% | 0.01% | 0.0% | |
| KMPR | KEMPER CORP | $24,000 | -14.3% | 500 | 0.0% | 0.01% | 0.0% | |
| ITA | Buy | ISHARES TRus aer def etf | $22,000 | -12.0% | 227 | +0.4% | 0.01% | +14.3% |
| ADBE | ADOBE SYSTEMS INCORPORATED | $23,000 | -17.9% | 62 | 0.0% | 0.01% | 0.0% | |
| CAT | CATERPILLAR INC | $24,000 | -20.0% | 135 | 0.0% | 0.01% | -11.1% | |
| FTNT | Buy | FORTINET INC | $19,000 | -17.4% | 340 | +400.0% | 0.01% | 0.0% |
| WFC | WELLS FARGO CO NEW | $20,000 | -20.0% | 520 | 0.0% | 0.01% | 0.0% | |
| New | DUTCH BROS INCcl a | $21,000 | – | 676 | +100.0% | 0.01% | – | |
| ECL | Sell | ECOLAB INC | $20,000 | -31.0% | 128 | -22.4% | 0.01% | -22.2% |
| EA | ELECTRONIC ARTS INC | $20,000 | 0.0% | 162 | 0.0% | 0.01% | +16.7% | |
| SLB | SCHLUMBERGER LTD | $21,000 | -16.0% | 600 | 0.0% | 0.01% | 0.0% | |
| ABT | Buy | ABBOTT LABS | $19,000 | -5.0% | 171 | +0.6% | 0.01% | +16.7% |
| COF | CAPITAL ONE FINL CORP | $19,000 | -20.8% | 182 | 0.0% | 0.01% | 0.0% | |
| ACN | ACCENTURE PLC IRELAND | $19,000 | -17.4% | 69 | 0.0% | 0.01% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $19,000 | -13.6% | 133 | 0.0% | 0.01% | +16.7% | |
| CW | CURTISS WRIGHT CORP | $17,000 | -10.5% | 128 | 0.0% | 0.01% | 0.0% | |
| SHW | SHERWIN WILLIAMS CO | $17,000 | -10.5% | 78 | 0.0% | 0.01% | 0.0% | |
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $17,000 | -5.6% | 2,744 | -0.0% | 0.01% | +20.0% |
| CRM | SALESFORCE INC | $18,000 | -25.0% | 111 | 0.0% | 0.01% | -14.3% | |
| New | PROSHARES TRbitcoin strate | $17,000 | – | 1,454 | +100.0% | 0.01% | – | |
| CI | CIGNA CORP NEW | $17,000 | +6.2% | 66 | 0.0% | 0.01% | +20.0% | |
| F | FORD MTR CO DEL | $17,000 | -32.0% | 1,500 | 0.0% | 0.01% | -14.3% | |
| AMAT | Sell | APPLIED MATLS INC | $18,000 | -77.2% | 201 | -66.6% | 0.01% | -73.9% |
| NOG | New | NORTHERN OIL AND GAS INC MN | $18,000 | – | 700 | +100.0% | 0.01% | – |
| MORN | MORNINGSTAR INC | $18,000 | -14.3% | 75 | 0.0% | 0.01% | 0.0% | |
| PHK | PIMCO HIGH INCOME FD | $15,000 | -6.2% | 2,854 | 0.0% | 0.01% | 0.0% | |
| HON | HONEYWELL INTL INC | $16,000 | -11.1% | 91 | 0.0% | 0.01% | 0.0% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $15,000 | -25.0% | 104 | -32.0% | 0.01% | -16.7% |
| IQV | IQVIA HLDGS INC | $14,000 | -6.7% | 65 | 0.0% | 0.01% | +25.0% | |
| ILCB | ISHARES TRmorningstr us eq | $16,000 | -15.8% | 304 | 0.0% | 0.01% | -16.7% | |
| EL | LAUDER ESTEE COS INCcl a | $14,000 | -6.7% | 56 | 0.0% | 0.01% | +25.0% | |
| EXAS | EXACT SCIENCES CORP | $16,000 | -42.9% | 400 | 0.0% | 0.01% | -37.5% | |
| IGD | VOYA GLBL EQTY DIV & PREM OP | $15,000 | -6.2% | 2,740 | 0.0% | 0.01% | 0.0% | |
| GIS | GENERAL MLS INC | $15,000 | +7.1% | 204 | 0.0% | 0.01% | +25.0% | |
| VZ | VERIZON COMMUNICATIONS INC | $12,000 | 0.0% | 237 | 0.0% | 0.00% | 0.0% | |
| TXN | Sell | TEXAS INSTRS INC | $13,000 | -45.8% | 86 | -35.3% | 0.00% | -42.9% |
| MRK | Buy | MERCK & CO INC | $12,000 | +9.1% | 135 | +0.7% | 0.00% | +33.3% |
| IP | Buy | INTERNATIONAL PAPER CO | $13,000 | -13.3% | 318 | +1.0% | 0.00% | 0.0% |
| AMGN | Sell | AMGEN INC | $13,000 | -31.6% | 52 | -34.2% | 0.00% | -33.3% |
| VTRS | VIATRIS INC | $13,000 | 0.0% | 1,226 | 0.0% | 0.00% | 0.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $12,000 | 0.0% | 158 | 0.0% | 0.00% | 0.0% | |
| FDX | FEDEX CORP | $11,000 | 0.0% | 49 | 0.0% | 0.00% | +33.3% | |
| XM | QUALTRICS INTL INC | $11,000 | -57.7% | 905 | 0.0% | 0.00% | -50.0% | |
| MO | Sell | ALTRIA GROUP INC | $12,000 | -69.2% | 285 | -61.5% | 0.00% | -66.7% |
| ALL | ALLSTATE CORP | $13,000 | -7.1% | 104 | 0.0% | 0.00% | 0.0% | |
| CSCO | CISCO SYS INC | $13,000 | -23.5% | 302 | 0.0% | 0.00% | -20.0% | |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $12,000 | -42.9% | 69 | -38.4% | 0.00% | -33.3% |
| ATI | ALLEGHENY TECHNOLOGIES INC | $12,000 | -14.3% | 535 | 0.0% | 0.00% | 0.0% | |
| GRMN | GARMIN LTD | $13,000 | -18.8% | 135 | 0.0% | 0.00% | -20.0% | |
| CARR | CARRIER GLOBAL CORPORATION | $12,000 | -25.0% | 344 | 0.0% | 0.00% | -20.0% | |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $12,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% | |
| BLK | Sell | BLACKROCK INC | $12,000 | -42.9% | 19 | -32.1% | 0.00% | -33.3% |
| PXD | PIONEER NAT RES CO | $13,000 | -7.1% | 57 | 0.0% | 0.00% | 0.0% | |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $12,000 | -50.0% | 261 | -46.5% | 0.00% | -42.9% |
| MET | METLIFE INC | $11,000 | -8.3% | 169 | 0.0% | 0.00% | 0.0% | |
| BK | BANK NEW YORK MELLON CORP | $13,000 | -18.8% | 314 | 0.0% | 0.00% | -20.0% | |
| OTIS | OTIS WORLDWIDE CORP | $12,000 | -7.7% | 172 | 0.0% | 0.00% | 0.0% | |
| ADI | ANALOG DEVICES INC | $13,000 | -13.3% | 91 | 0.0% | 0.00% | 0.0% | |
| FISV | Sell | FISERV INC | $12,000 | -36.8% | 134 | -27.2% | 0.00% | -33.3% |
| T | Buy | AT&T INC | $9,000 | -10.0% | 440 | +1.1% | 0.00% | 0.0% |
| AMD | ADVANCED MICRO DEVICES INC | $8,000 | -27.3% | 100 | 0.0% | 0.00% | 0.0% | |
| HYT | BLACKROCK CORPOR HI YLD FD I | $10,000 | -9.1% | 1,023 | 0.0% | 0.00% | 0.0% | |
| CVS | CVS HEALTH CORP | $8,000 | -11.1% | 91 | 0.0% | 0.00% | 0.0% | |
| COP | CONOCOPHILLIPS | $9,000 | -18.2% | 105 | 0.0% | 0.00% | 0.0% | |
| ETY | EATON VANCE TAX-MANAGED DIVE | $9,000 | -18.2% | 768 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $10,000 | -9.1% | 225 | 0.0% | 0.00% | 0.0% | |
| EYPT | EYEPOINT PHARMACEUTICALS INC | $8,000 | -33.3% | 1,000 | 0.0% | 0.00% | -25.0% | |
| FPL | FST TR NEW OPPORT MLP & ENE | $10,000 | -9.1% | 1,689 | 0.0% | 0.00% | 0.0% | |
| GD | GENERAL DYNAMICS CORP | $9,000 | -10.0% | 41 | 0.0% | 0.00% | 0.0% | |
| New | GENERAL ELECTRIC CO | $10,000 | – | 151 | +100.0% | 0.00% | – | |
| GOOD | Buy | GLADSTONE COMMERCIAL CORP | $10,000 | -16.7% | 555 | +1.8% | 0.00% | -25.0% |
| GFI | GOLD FIELDS LTDsponsored adr | $9,000 | -40.0% | 1,000 | 0.0% | 0.00% | -25.0% | |
| IMCG | ISHARES TRmrgstr md cp grw | $8,000 | -20.0% | 156 | 0.0% | 0.00% | 0.0% | |
| JD | JD.COM INCspon adr cl a | $9,000 | +12.5% | 135 | 0.0% | 0.00% | +50.0% | |
| LMT | LOCKHEED MARTIN CORP | $8,000 | 0.0% | 18 | 0.0% | 0.00% | +50.0% | |
| New | LUCID GROUP INC | $8,000 | – | 453 | +100.0% | 0.00% | – | |
| NWL | NEWELL BRANDS INC | $9,000 | -10.0% | 475 | 0.0% | 0.00% | 0.0% | |
| PCG | PG&E CORP | $8,000 | -20.0% | 802 | 0.0% | 0.00% | 0.0% | |
| PANW | New | PALO ALTO NETWORKS INC | $9,000 | – | 18 | +100.0% | 0.00% | – |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $8,000 | -11.1% | 194 | -3.0% | 0.00% | 0.0% |
| TJX | TJX COS INC NEW | $8,000 | -11.1% | 142 | 0.0% | 0.00% | 0.0% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $8,000 | 0.0% | 573 | 0.0% | 0.00% | +50.0% | |
| TFC | TRUIST FINL CORP | $8,000 | -11.1% | 163 | 0.0% | 0.00% | 0.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $10,000 | -9.1% | 52 | 0.0% | 0.00% | 0.0% | |
| LIN | LINDE PLC | $9,000 | -10.0% | 32 | 0.0% | 0.00% | 0.0% | |
| CB | CHUBB LIMITED | $7,000 | -12.5% | 36 | 0.0% | 0.00% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $5,000 | 0.0% | 69 | 0.0% | 0.00% | +100.0% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $7,000 | -12.5% | 53 | 0.0% | 0.00% | 0.0% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $5,000 | -16.7% | 34 | 0.0% | 0.00% | 0.0% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $5,000 | 0.0% | 103 | 0.0% | 0.00% | +100.0% | |
| NIO | NIO INCspon ads | $5,000 | +25.0% | 212 | 0.0% | 0.00% | +100.0% | |
| ARGO | ARGO GROUP INTL HLDGS LTD | $5,000 | -16.7% | 146 | 0.0% | 0.00% | 0.0% | |
| D | DOMINION ENERGY INC | $7,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% | |
| DUK | DUKE ENERGY CORP NEW | $7,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| PRU | PRUDENTIAL FINL INC | $5,000 | -16.7% | 51 | 0.0% | 0.00% | 0.0% | |
| ET | Buy | ENERGY TRANSFER L P | $5,000 | -16.7% | 549 | +1.5% | 0.00% | 0.0% |
| DGX | QUEST DIAGNOSTICS INC | $6,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| New | RIVIAN AUTOMOTIVE INC | $5,000 | – | 200 | +100.0% | 0.00% | – | |
| ZI | ZOOMINFO TECHNOLOGIES INC | $5,000 | -44.4% | 147 | 0.0% | 0.00% | -33.3% | |
| XEL | XCEL ENERGY INC | $6,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $5,000 | 0.0% | 38 | 0.0% | 0.00% | +100.0% | |
| NEE | NEXTERA ENERGY INC | $7,000 | -12.5% | 95 | 0.0% | 0.00% | 0.0% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $6,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| ONCY | ONCOLYTICS BIOTECH INC | $6,000 | -33.3% | 5,651 | 0.0% | 0.00% | -33.3% | |
| ORCL | Buy | ORACLE CORP | $7,000 | -12.5% | 101 | +1.0% | 0.00% | 0.0% |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $7,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
| BYND | BEYOND MEAT INC | $7,000 | -53.3% | 301 | 0.0% | 0.00% | -50.0% | |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $6,000 | -66.7% | 83 | -61.9% | 0.00% | -60.0% |
| TIP | Buy | ISHARES TRtips bd etf | $7,000 | -12.5% | 64 | +3.2% | 0.00% | 0.0% |
| OC | New | OWENS CORNING NEW | $5,000 | – | 66 | +100.0% | 0.00% | – |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $5,000 | -28.6% | 55 | 0.0% | 0.00% | 0.0% | |
| UMC | UNITED MICROELECTRONICS CORPspon adr new | $7,000 | -22.2% | 1,000 | 0.0% | 0.00% | -33.3% | |
| PNC | PNC FINL SVCS GROUP INC | $7,000 | -12.5% | 44 | 0.0% | 0.00% | 0.0% | |
| TREX | TREX CO INC | $5,000 | -16.7% | 96 | 0.0% | 0.00% | 0.0% | |
| TER | TERADYNE INC | $6,000 | -25.0% | 71 | 0.0% | 0.00% | 0.0% | |
| AKR | Buy | ACADIA RLTY TR | $5,000 | -28.6% | 307 | +1.0% | 0.00% | 0.0% |
| COIN | New | COINBASE GLOBAL INC | $7,000 | – | 152 | +100.0% | 0.00% | – |
| TECK | TECK RESOURCES LTDcl b | $6,000 | -25.0% | 197 | 0.0% | 0.00% | 0.0% | |
| WOOF | PETCO HEALTH & WELLNESS CO I | $6,000 | -25.0% | 395 | 0.0% | 0.00% | 0.0% | |
| SWK | STANLEY BLACK & DECKER INC | $7,000 | -30.0% | 70 | 0.0% | 0.00% | -33.3% | |
| KEY | KEYCORP | $6,000 | -25.0% | 377 | 0.0% | 0.00% | 0.0% | |
| GLW | CORNING INC | $7,000 | -12.5% | 230 | 0.0% | 0.00% | 0.0% | |
| BE | Sell | BLOOM ENERGY CORP | $4,000 | -33.3% | 260 | -0.4% | 0.00% | -50.0% |
| NSTG | NANOSTRING TECHNOLOGIES INC | $3,000 | -57.1% | 206 | 0.0% | 0.00% | -50.0% | |
| NFLX | NETFLIX INC | $4,000 | -50.0% | 22 | 0.0% | 0.00% | -50.0% | |
| NEWP | New | NEW PAC METALS CORP | $3,000 | – | 981 | +100.0% | 0.00% | – |
| LASR | NLIGHT INC | $3,000 | -40.0% | 282 | 0.0% | 0.00% | 0.0% | |
| PDP | INVESCO EXCHANGE TRADED FD Tdwa momentum | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| IAC | New | IAC INTERACTIVECORP NEW | $3,000 | – | 45 | +100.0% | 0.00% | – |
| OXY | New | OCCIDENTAL PETE CORP | $3,000 | – | 50 | +100.0% | 0.00% | – |
| PTON | PELOTON INTERACTIVE INC | $2,000 | -50.0% | 165 | 0.0% | 0.00% | 0.0% | |
| PSX | PHILLIPS 66 | $3,000 | -25.0% | 42 | 0.0% | 0.00% | 0.0% | |
| FCX | FREEPORT-MCMORAN INCcl b | $4,000 | -33.3% | 126 | 0.0% | 0.00% | -50.0% | |
| PLUG | PLUG POWER INC | $3,000 | -40.0% | 164 | 0.0% | 0.00% | 0.0% | |
| LEGR | FIRST TR EXCHANGE-TRADED FDindxx inovtv etf | $4,000 | -20.0% | 124 | 0.0% | 0.00% | 0.0% | |
| R | RYDER SYS INC | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| EXK | ENDEAVOUR SILVER CORP | $3,000 | -40.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC. | $4,000 | -20.0% | 94 | 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 | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $2,000 | -60.0% | 44 | -48.8% | 0.00% | 0.0% |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $4,000 | -20.0% | 66 | 0.0% | 0.00% | 0.0% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $3,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL | $3,000 | -25.0% | 90 | 0.0% | 0.00% | 0.0% | |
| DAR | DARLING INGREDIENTS INC | $4,000 | -33.3% | 74 | 0.0% | 0.00% | -50.0% | |
| CRON | CRONOS GROUP INC | $3,000 | -25.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| CPNG | COUPANG INCcl a | $3,000 | -25.0% | 240 | 0.0% | 0.00% | 0.0% | |
| BLCN | SIREN ETF TRnsd nxgn eco etf | $3,000 | -25.0% | 102 | 0.0% | 0.00% | 0.0% | |
| COUP | COUPA SOFTWARE INC | $3,000 | -40.0% | 50 | 0.0% | 0.00% | 0.0% | |
| New | CONSTELLATION ENERGY CORP | $4,000 | – | 75 | +100.0% | 0.00% | – | |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| COLM | COLUMBIA SPORTSWEAR CO | $4,000 | -20.0% | 51 | 0.0% | 0.00% | 0.0% | |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $2,000 | -50.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| TWST | TWIST BIOSCIENCE CORP | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ELY | CALLAWAY GOLF CO | $2,000 | -33.3% | 121 | 0.0% | 0.00% | 0.0% | |
| UAL | UNITED AIRLS HLDGS INC | $2,000 | -33.3% | 57 | 0.0% | 0.00% | 0.0% | |
| X | UNITED STATES STL CORP NEW | $2,000 | -50.0% | 99 | 0.0% | 0.00% | 0.0% | |
| UWMC | UWM HOLDINGS CORPORATION | $2,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% | |
| BAC | BK OF AMERICA CORP | $4,000 | -33.3% | 137 | 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% | |
| VO | VANGUARD INDEX FDSmid cap etf | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| AU | ANGLOGOLD ASHANTI LIMITEDsponsored adr | $3,000 | -40.0% | 200 | 0.0% | 0.00% | 0.0% | |
| BLOK | AMPLIFY ETF TRblockchain ldr | $4,000 | -42.9% | 196 | 0.0% | 0.00% | -50.0% | |
| AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $3,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| AEM | AGNICO EAGLE MINES LTD | $3,000 | -25.0% | 71 | 0.0% | 0.00% | 0.0% | |
| AUY | YAMANA GOLD INC | $2,000 | 0.0% | 404 | 0.0% | 0.00% | 0.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $3,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| FVRR | FIVERR INTL LTD | $2,000 | -50.0% | 55 | 0.0% | 0.00% | 0.0% | |
| L | LOEWS CORP | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| VNLA | JANUS DETROIT STR TRhendrsn shrt etf | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| SLV | ISHARES SILVER TRishares | $3,000 | -25.0% | 170 | 0.0% | 0.00% | 0.0% | |
| NOK | NOKIA CORPsponsored adr | $0 | -100.0% | 92 | 0.0% | 0.00% | – | |
| GLTR | Exit | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $0 | – | -4 | -100.0% | 0.00% | – |
| EXN | EXCELLON RES INC | $0 | – | 120 | 0.0% | 0.00% | – | |
| DNN | DENISON MINES CORP | $1,000 | 0.0% | 749 | 0.0% | 0.00% | – | |
| SCHN | Buy | SCHNITZER STEEL INDS INCcl a | $0 | – | 0 | +100.0% | 0.00% | – |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $0 | -100.0% | 48 | 0.0% | 0.00% | – | |
| OEF | Buy | ISHARES TRs&p 100 etf | $0 | – | 0 | +100.0% | 0.00% | – |
| ARVL | ARRIVAL GROUP | $0 | – | 3 | 0.0% | 0.00% | – | |
| VRM | Exit | VROOM INC | $0 | – | -121 | -100.0% | 0.00% | – |
| IGIB | Buy | ISHARES TR | $0 | – | 0 | +100.0% | 0.00% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -8 | -100.0% | 0.00% | – |
| CVET | COVETRUS INC | $1,000 | 0.0% | 68 | 0.0% | 0.00% | – | |
| PIPR | PIPER SANDLER COMPANIES | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $0 | – | 0 | +100.0% | 0.00% | – |
| New | FLUENCE ENERGY INC | $1,000 | – | 100 | +100.0% | 0.00% | – | |
| FSM | FORTUNA SILVER MINES INC | $0 | – | 50 | 0.0% | 0.00% | – | |
| SNAP | SNAP INCcl a | $1,000 | -66.7% | 74 | 0.0% | 0.00% | -100.0% | |
| FURY | FURY GOLD MINES LIMITED | $0 | – | 143 | 0.0% | 0.00% | – | |
| GS | GOLDMAN SACHS GROUP INC | $1,000 | -50.0% | 5 | 0.0% | 0.00% | -100.0% | |
| TPIC | TPI COMPOSITES INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| USIG | Exit | ISHARES TRusd inv grde etf | $0 | – | -5 | -100.0% | 0.00% | – |
| PPTA | PERPETUA RESOURCES CORP | $0 | – | 23 | 0.0% | 0.00% | – | |
| GLDG | GOLDMINING INC | $0 | – | 150 | 0.0% | 0.00% | – | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | – | 9 | 0.0% | 0.00% | – | |
| CWEN | CLEARWAY ENERGY INCcl c | $0 | – | 2 | 0.0% | 0.00% | – | |
| C | CITIGROUP INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $1,000 | -50.0% | 3 | 0.0% | 0.00% | -100.0% | |
| CRNC | CERENCE INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -8 | -100.0% | 0.00% | – |
| TRVN | TREVENA INC | $1,000 | 0.0% | 2,280 | 0.0% | 0.00% | – | |
| TRMB | TRIMBLE INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -8 | -100.0% | 0.00% | – |
| CGC | CANOPY GROWTH CORP | $1,000 | -50.0% | 270 | 0.0% | 0.00% | -100.0% | |
| UL | UNILEVER PLCspon adr new | $0 | – | 3 | 0.0% | 0.00% | – | |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -8 | -100.0% | 0.00% | – |
| HFRO | HIGHLAND INCOME FD | $1,000 | 0.0% | 82 | 0.0% | 0.00% | – | |
| PCY | Exit | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $0 | – | -13 | -100.0% | 0.00% | – |
| CDK | Sell | CDK GLOBAL INC | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $0 | – | 2 | 0.0% | 0.00% | – | |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -9 | -100.0% | 0.00% | – |
| OSTK | New | OVERSTOCK COM INC DEL | $0 | – | 3 | +100.0% | 0.00% | – |
| HKND | HUMANKIND BENEFIT CORPORATIOhumankind us stk | $0 | – | 2 | 0.0% | 0.00% | – | |
| ORA | ORMAT TECHNOLOGIES INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | 0 | +100.0% | 0.00% | – |
| AYRO | AYRO INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| ASM | AVINO SILVER & GOLD MINES LT | $0 | – | 130 | 0.0% | 0.00% | – | |
| OGN | New | ORGANON & CO | $0 | – | 12 | +100.0% | 0.00% | – |
| ACB | AURORA CANNABIS INC | $0 | – | 13 | 0.0% | 0.00% | – | |
| FUV | ARCIMOTO INC | $1,000 | -66.7% | 400 | 0.0% | 0.00% | -100.0% | |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $0 | – | 0 | +100.0% | 0.00% | – |
| LMND | LEMONADE INC | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $0 | – | 0 | +100.0% | 0.00% | – |
| LAC | New | LITHIUM AMERS CORP NEW | $0 | – | 1 | +100.0% | 0.00% | – |
| VB | VANGUARD INDEX FDSsmall cp etf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| AIG | AMERICAN INTL GROUP INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| VMEO | New | VIMEO INC | $0 | – | 63 | +100.0% | 0.00% | – |
| AAL | AMERICAN AIRLS GROUP INC | $1,000 | -50.0% | 107 | 0.0% | 0.00% | -100.0% | |
| HDV | Buy | ISHARES TRcore high dv etf | $0 | – | 0 | +100.0% | 0.00% | – |
| WAB | WABTEC | $0 | – | 5 | 0.0% | 0.00% | – | |
| OCGN | OCUGEN INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| New | WARNER BROS DISCOVERY INC | $1,000 | – | 103 | +100.0% | 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% | – | |
| DFE | Buy | WISDOMTREE TReurope smcp dv | $0 | – | 0 | +100.0% | 0.00% | – |
| NS | NUSTAR ENERGY LP | $1,000 | 0.0% | 102 | 0.0% | 0.00% | – | |
| New | KYNDRYL HLDGS INC | $0 | – | 20 | +100.0% | 0.00% | – | |
| Z | ZILLOW GROUP INCcl c cap stk | $1,000 | -50.0% | 47 | 0.0% | 0.00% | -100.0% | |
| INVE | IDENTIV INC | $0 | – | 12 | 0.0% | 0.00% | – | |
| TILE | INTERFACE INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| RS | Buy | RELIANCE STEEL & ALUMINUM CO | $0 | – | 0 | +100.0% | 0.00% | – |
| RSG | Buy | REPUBLIC SVCS INC | $0 | – | 0 | +100.0% | 0.00% | – |
| WATT | ENERGOUS CORP | $0 | -100.0% | 450 | 0.0% | 0.00% | – | |
| RMO | ROMEO POWER INC | $0 | -100.0% | 1,000 | 0.0% | 0.00% | – | |
| NRG | NRG ENERGY INC | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $0 | -100.0% | 14 | 0.0% | 0.00% | – | |
| New | EMBECTA CORP | $1,000 | – | 31 | +100.0% | 0.00% | – | |
| XNTK | Buy | SPDR SER TRnyse tech etf | $0 | – | 0 | +100.0% | 0.00% | – |
| SOLO | ELECTRAMECCANICA VEHS CORP | $0 | – | 120 | 0.0% | 0.00% | – | |
| SPTI | Exit | SPDR SER TRportfli intrmdit | $0 | – | -10 | -100.0% | 0.00% | – |
| TT | TRANE TECHNOLOGIES PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| CMCSA | COMCAST CORP NEWcl a | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| EUO | PROSHARES TR IIultrashrt euro | $0 | – | 10 | 0.0% | 0.00% | – | |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -104 | -100.0% | -0.00% | – |
| PZA | Exit | INVESCO EXCH TRADED FD TR IInatl amt muni | $0 | – | -97 | -100.0% | -0.00% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -28 | -100.0% | -0.00% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -100 | -100.0% | -0.00% | – |
| QSR | Exit | RESTAURANT BRANDS INTL INC | $0 | – | -110 | -100.0% | -0.00% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -63 | -100.0% | -0.00% | – |
| BCE | Exit | BCE INC | $0 | – | -137 | -100.0% | -0.00% | – |
| FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -167 | -100.0% | -0.00% | – |
| DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -45 | -100.0% | -0.00% | – |
| KO | Exit | COCA COLA CO | $0 | – | -130 | -100.0% | -0.00% | – |
| VEA | Exit | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $0 | – | -200 | -100.0% | -0.00% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -198 | -100.0% | -0.00% | – |
| FXG | Exit | FIRST TR EXCHANGE TRADED FDconsumr staple | $0 | – | -134 | -100.0% | -0.00% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -151 | -100.0% | -0.00% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -270 | -100.0% | -0.01% | – |
| ON | Exit | ON SEMICONDUCTOR CORP | $0 | – | -400 | -100.0% | -0.01% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -3,085 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-14
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.