$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 123.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CVET | Exit | COVETRUS INC | $0 | – | -68 | -100.0% | 0.00% | – |
| PAA | Exit | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $0 | – | -48 | -100.0% | 0.00% | – |
| FUV | Exit | ARCIMOTO INC | $0 | – | -400 | -100.0% | 0.00% | – |
| RMO | Exit | ROMEO POWER INC | $0 | – | -1,000 | -100.0% | 0.00% | – |
| TRVN | Exit | TREVENA INC | $0 | – | -2,280 | -100.0% | 0.00% | – |
| OGN | Exit | ORGANON & CO | $0 | – | -13 | -100.0% | 0.00% | – |
| VMEO | Exit | VIMEO INC | $0 | – | -63 | -100.0% | 0.00% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -26 | -100.0% | -0.00% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -45 | -100.0% | -0.00% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -31 | -100.0% | -0.00% | – |
| CPNG | Exit | COUPANG INCcl a | $0 | – | -240 | -100.0% | -0.00% | – |
| REET | Exit | ISHARES TRglobal reit etf | $0 | – | -96 | -100.0% | -0.00% | – |
| WOOF | Exit | PETCO HEALTH & WELLNESS CO I | $0 | – | -394 | -100.0% | -0.00% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -50 | -100.0% | -0.00% | – |
| AB | Exit | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $0 | – | -62 | -100.0% | -0.00% | – |
| IAC | Exit | IAC INC | $0 | – | -45 | -100.0% | -0.00% | – |
| JD | Exit | JD.COM INCspon adr cl a | $0 | – | -135 | -100.0% | -0.00% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -136 | -100.0% | -0.00% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -128 | -100.0% | -0.01% | – |
| COMT | Exit | ISHARES U S ETF TRgsci cmdty stgy | $0 | – | -737 | -100.0% | -0.01% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -995 | -100.0% | -0.02% | – |
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.