$300 Million is the total value of Cedar Mountain Advisors, LLC's 331 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LVHI | New | LEGG MASON ETF INVTfranklin intl lw | $6,627,000 | – | 274,750 | +100.0% | 2.20% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $3,000 | – | 31 | +100.0% | 0.00% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $3,000 | – | 26 | +100.0% | 0.00% | – |
| REET | New | ISHARES TRglobal reit etf | $2,000 | – | 96 | +100.0% | 0.00% | – |
| UEC | New | URANIUM ENERGY CORP | $0 | – | 135 | +100.0% | 0.00% | – |
| New | ANNALY CAPITAL MANAGEMENT IN | $0 | – | 0 | +100.0% | 0.00% | – | |
| NEOG | New | NEOGEN CORP | $0 | – | 13 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-11
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.