$319 Million is the total value of Cedar Mountain Advisors, LLC's 319 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $2,752,514 | – | 57,059 | +100.0% | 0.86% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $41,200 | – | 284 | +100.0% | 0.01% | – |
| MKL | New | MARKEL CORP | $9,222 | – | 7 | +100.0% | 0.00% | – |
| HBI | New | HANESBRANDS INC | $6,360 | – | 1,000 | +100.0% | 0.00% | – |
| LEVI | New | LEVI STRAUSS & CO NEW | $5,432 | – | 350 | +100.0% | 0.00% | – |
| WTRG | New | ESSENTIAL UTILS INC | $44 | – | 1 | +100.0% | 0.00% | – |
| New | ARCIMOTO INC | $66 | – | 20 | +100.0% | 0.00% | – | |
| New | TREVENA INC | $130 | – | 91 | +100.0% | 0.00% | – | |
| NKLA | New | NIKOLA CORP | $255 | – | 118 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-02-13
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.