$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 135.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLTR | Exit | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $0 | – | -4 | -100.0% | 0.00% | – |
| VRM | Exit | VROOM INC | $0 | – | -121 | -100.0% | 0.00% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -8 | -100.0% | 0.00% | – |
| USIG | Exit | ISHARES TRusd inv grde etf | $0 | – | -5 | -100.0% | 0.00% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -8 | -100.0% | 0.00% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -8 | -100.0% | 0.00% | – |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -8 | -100.0% | 0.00% | – |
| PCY | Exit | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $0 | – | -13 | -100.0% | 0.00% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -9 | -100.0% | 0.00% | – |
| SPTI | Exit | SPDR SER TRportfli intrmdit | $0 | – | -10 | -100.0% | 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.