$332 Million is the total value of Cedar Mountain Advisors, LLC's 310 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 18.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWD | Sell | ISHARES TRrus 1000 val etf | $61,588,706 | +0.4% | 404,497 | -0.0% | 18.53% | -3.7% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $58,067,499 | +14.0% | 237,660 | -0.0% | 17.47% | +9.3% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $25,959,719 | +1.4% | 244,442 | +0.6% | 7.81% | -2.8% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $25,057,650 | +10.4% | 275,208 | +1.4% | 7.54% | +5.9% |
| SPSB | Sell | SPDR SER TRportfolio short | $21,394,185 | -3.0% | 722,045 | -3.9% | 6.44% | -7.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $19,932,274 | +2.7% | 206,125 | +0.5% | 6.00% | -1.5% |
| FLRN | Buy | SPDR SER TRbloomberg invt | $16,959,552 | +0.4% | 557,330 | +0.2% | 5.10% | -3.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $15,087,079 | +21.6% | 47,011 | +0.9% | 4.54% | +16.6% |
| PULS | Buy | PGIM ETF TRpgim ultra sh bd | $14,349,159 | +1.2% | 291,058 | +0.7% | 4.32% | -3.0% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $11,016,681 | -2.0% | 141,439 | +4.0% | 3.32% | -6.1% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $8,100,343 | +7.8% | 171,182 | +0.2% | 2.44% | +3.3% |
| LVHI | Buy | LEGG MASON ETF INVTfranklin intl lw | $7,661,061 | +5.8% | 284,164 | +0.3% | 2.30% | +1.5% |
| SPEU | New | SPDR INDEX SHS FDSportflo eurp etf | $7,524,958 | – | 197,869 | +100.0% | 2.26% | – |
| VYMI | Sell | VANGUARD WHITEHALL FDSintl high etf | $4,590,541 | -17.2% | 74,101 | -20.4% | 1.38% | -20.6% |
| DIVB | Buy | ISHARES TRcore divid etf | $3,246,475 | +0.6% | 86,967 | +1.1% | 0.98% | -3.5% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $2,979,527 | +8.2% | 61,068 | +7.0% | 0.90% | +3.8% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $2,956,343 | -6.9% | 13,279 | -0.2% | 0.89% | -10.7% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $2,866,526 | -5.6% | 12,021 | -1.8% | 0.86% | -9.3% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $2,296,738 | -0.4% | 30,742 | -0.6% | 0.69% | -4.4% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $2,080,224 | +1.0% | 20,959 | +0.4% | 0.63% | -3.1% |
| CSX | CSX CORP | $1,891,710 | -3.4% | 63,183 | 0.0% | 0.57% | -7.3% | |
| AAPL | Buy | APPLE INC | $1,624,401 | +27.0% | 9,851 | +0.1% | 0.49% | +21.9% |
| MSFT | Buy | MICROSOFT CORP | $1,402,168 | +98.5% | 4,864 | +65.1% | 0.42% | +90.1% |
| IWM | ISHARES TRrussell 2000 etf | $923,577 | +2.3% | 5,177 | 0.0% | 0.28% | -1.8% | |
| TGT | TARGET CORP | $764,879 | +11.1% | 4,618 | 0.0% | 0.23% | +6.5% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $610,130 | -0.6% | 1,976 | -0.6% | 0.18% | -4.7% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $604,625 | -93.1% | 4,378 | -93.0% | 0.18% | -93.4% |
| TSLA | Buy | TESLA INC | $564,706 | +70.2% | 2,722 | +1.0% | 0.17% | +63.5% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $547,359 | +9.4% | 3,734 | +0.1% | 0.16% | +5.1% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $520,089 | +7.8% | 9,420 | +1.0% | 0.16% | +3.3% |
| MCD | MCDONALDS CORP | $464,432 | +6.1% | 1,661 | 0.0% | 0.14% | +2.2% | |
| NKE | NIKE INCcl b | $426,808 | +4.8% | 3,480 | 0.0% | 0.13% | 0.0% | |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $359,513 | +22.6% | 1,441 | +4.7% | 0.11% | +17.4% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $340,964 | -25.3% | 4,106 | -25.8% | 0.10% | -28.0% |
| SBUX | Buy | STARBUCKS CORP | $282,532 | +7.4% | 2,713 | +2.3% | 0.08% | +2.4% |
| AMAT | Sell | APPLIED MATLS INC | $258,311 | +9.0% | 2,103 | -13.6% | 0.08% | +5.4% |
| INTU | Buy | INTUIT | $258,746 | +14.8% | 580 | +0.2% | 0.08% | +9.9% |
| CHD | CHURCH & DWIGHT CO INC | $212,184 | +9.7% | 2,400 | 0.0% | 0.06% | +4.9% | |
| HD | Sell | HOME DEPOT INC | $211,601 | -10.1% | 717 | -3.8% | 0.06% | -13.5% |
| SO | Buy | SOUTHERN CO | $210,969 | -1.5% | 3,032 | +1.0% | 0.06% | -6.0% |
| XOM | Sell | EXXON MOBIL CORP | $208,573 | -9.2% | 1,902 | -8.6% | 0.06% | -12.5% |
| SR | SPIRE INC | $200,039 | +1.9% | 2,852 | 0.0% | 0.06% | -3.2% | |
| ACI | ALBERTSONS COS INC | $197,618 | +0.2% | 9,510 | 0.0% | 0.06% | -4.8% | |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $197,739 | +3.2% | 4,215 | +0.4% | 0.06% | -1.7% |
| UNP | UNION PAC CORP | $195,021 | -2.8% | 969 | 0.0% | 0.06% | -6.3% | |
| BOND | Buy | PIMCO ETF TRactive bd etf | $171,899 | +3.2% | 1,853 | +0.7% | 0.05% | 0.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $172,480 | +1.4% | 1,160 | +3.4% | 0.05% | -1.9% |
| INTC | Buy | INTEL CORP | $166,165 | +30.7% | 5,086 | +5.7% | 0.05% | +25.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $166,363 | +59.2% | 406 | +48.7% | 0.05% | +51.5% |
| COST | COSTCO WHSL CORP NEW | $144,703 | +8.9% | 291 | 0.0% | 0.04% | +4.8% | |
| CVX | Sell | CHEVRON CORP NEW | $139,192 | -17.3% | 853 | -9.0% | 0.04% | -20.8% |
| BA | Sell | BOEING CO | $137,689 | +5.6% | 648 | -5.3% | 0.04% | 0.0% |
| IWB | ISHARES TRrus 1000 etf | $123,201 | +7.0% | 547 | 0.0% | 0.04% | +2.8% | |
| AMZN | Buy | AMAZON COM INC | $97,609 | +28.8% | 945 | +4.8% | 0.03% | +20.8% |
| ILCG | ISHARES TRmorningstar grwt | $96,823 | +13.7% | 1,749 | 0.0% | 0.03% | +7.4% | |
| DRIV | Buy | GLOBAL X FDSautonmous ev etf | $91,734 | +20.8% | 3,848 | +0.7% | 0.03% | +16.7% |
| DIS | DISNEY WALT CO | $85,214 | +15.3% | 851 | 0.0% | 0.03% | +13.0% | |
| MS | Buy | MORGAN STANLEY | $85,570 | +3.8% | 975 | +0.5% | 0.03% | 0.0% |
| NVDA | NVIDIA CORPORATION | $81,753 | +90.1% | 294 | 0.0% | 0.02% | +92.3% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $83,304 | +21.5% | 801 | +3.6% | 0.02% | +13.6% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $81,632 | -2.2% | 2,709 | +0.6% | 0.02% | -3.8% |
| WMT | WALMART INC | $81,687 | +4.0% | 554 | 0.0% | 0.02% | 0.0% | |
| PEP | Buy | PEPSICO INC | $69,852 | +1.1% | 383 | +0.3% | 0.02% | -4.5% |
| FV | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $68,033 | -2.7% | 1,509 | +0.5% | 0.02% | -9.1% |
| DHR | Buy | DANAHER CORPORATION | $59,613 | -5.0% | 237 | +0.4% | 0.02% | -10.0% |
| FB | Buy | META PLATFORMS INCcl a | $61,039 | +223.1% | 288 | +83.4% | 0.02% | +200.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $60,475 | +22.6% | 583 | +4.3% | 0.02% | +20.0% |
| HE | HAWAIIAN ELEC INDUSTRIES | $55,296 | -8.2% | 1,440 | 0.0% | 0.02% | -10.5% | |
| MMM | 3M CO | $52,135 | -12.3% | 496 | 0.0% | 0.02% | -15.8% | |
| BOH | Buy | BANK HAWAII CORP | $54,666 | -32.7% | 1,050 | +0.2% | 0.02% | -38.5% |
| GLD | SPDR GOLD TR | $52,218 | +8.0% | 285 | 0.0% | 0.02% | +6.7% | |
| IWY | New | ISHARES TRrus tp200 gr etf | $51,543 | – | 371 | +100.0% | 0.02% | – |
| IWR | ISHARES TRrus mid cap etf | $53,559 | +3.7% | 766 | 0.0% | 0.02% | 0.0% | |
| JPM | Buy | JPMORGAN CHASE & CO | $50,902 | -2.7% | 391 | +0.3% | 0.02% | -6.2% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $48,936 | -4.7% | 378 | 0.0% | 0.02% | -6.2% | |
| NWN | Buy | NORTHWEST NAT HLDG CO | $46,860 | +0.3% | 985 | +0.3% | 0.01% | -6.7% |
| IWX | New | ISHARES TRrus tp200 vl etf | $47,653 | – | 732 | +100.0% | 0.01% | – |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $46,498 | -2.9% | 475 | +0.2% | 0.01% | -6.7% |
| WES | Buy | WESTERN MIDSTREAM PARTNERS L | $43,635 | -0.1% | 1,655 | +1.8% | 0.01% | -7.1% |
| ISCV | ISHARES TRmrning sm cp etf | $43,351 | +0.2% | 831 | 0.0% | 0.01% | -7.1% | |
| NSC | NORFOLK SOUTHN CORP | $42,400 | -14.0% | 200 | 0.0% | 0.01% | -13.3% | |
| BDX | BECTON DICKINSON & CO | $38,369 | -2.7% | 155 | 0.0% | 0.01% | 0.0% | |
| UNH | UNITEDHEALTH GROUP INC | $38,280 | -10.9% | 81 | 0.0% | 0.01% | -7.7% | |
| V | Sell | VISA INC | $35,397 | -9.9% | 157 | -16.9% | 0.01% | -8.3% |
| XLE | New | SELECT SECTOR SPDR TRenergy | $37,274 | – | 450 | +100.0% | 0.01% | – |
| PAYX | Buy | PAYCHEX INC | $35,532 | -0.2% | 310 | +0.6% | 0.01% | 0.0% |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $37,517 | +0.6% | 242 | 0.0% | 0.01% | -8.3% | |
| M | Buy | MACYS INC | $33,400 | -14.7% | 1,910 | +0.8% | 0.01% | -16.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $34,618 | -6.5% | 223 | +6.2% | 0.01% | -16.7% |
| TRV | TRAVELERS COMPANIES INC | $31,711 | -8.6% | 185 | 0.0% | 0.01% | -9.1% | |
| ABBV | Sell | ABBVIE INC | $32,946 | -28.4% | 207 | -27.4% | 0.01% | -28.6% |
| AVA | AVISTA CORP | $32,593 | -4.3% | 768 | 0.0% | 0.01% | -9.1% | |
| PFE | Buy | PFIZER INC | $32,938 | -19.7% | 807 | +0.7% | 0.01% | -23.1% |
| WCN | WASTE CONNECTIONS INC | $31,708 | +4.9% | 228 | 0.0% | 0.01% | +11.1% | |
| SLB | SCHLUMBERGER LTD | $29,460 | -8.2% | 600 | 0.0% | 0.01% | -10.0% | |
| OIH | VANECK ETF TRUSToil services etf | $29,817 | -8.9% | 108 | 0.0% | 0.01% | -10.0% | |
| TDY | TELEDYNE TECHNOLOGIES INC | $30,422 | +11.9% | 68 | 0.0% | 0.01% | 0.0% | |
| AXP | Sell | AMERICAN EXPRESS CO | $29,526 | +0.4% | 179 | -10.1% | 0.01% | 0.0% |
| TMO | THERMO FISHER SCIENTIFIC INC | $31,124 | +4.7% | 54 | 0.0% | 0.01% | 0.0% | |
| EXAS | EXACT SCIENCES CORP | $27,124 | +37.0% | 400 | 0.0% | 0.01% | +33.3% | |
| ITA | Buy | ISHARES TRus aer def etf | $26,305 | +3.1% | 229 | +0.4% | 0.01% | 0.0% |
| Buy | PROSHARES TRbitcoin strate | $25,608 | +68.9% | 1,462 | +0.6% | 0.01% | +60.0% | |
| KMPR | KEMPER CORP | $27,330 | +11.1% | 500 | 0.0% | 0.01% | 0.0% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $23,893 | +14.5% | 62 | 0.0% | 0.01% | 0.0% | |
| CRM | SALESFORCE INC | $22,176 | +50.7% | 111 | 0.0% | 0.01% | +40.0% | |
| FTNT | FORTINET INC | $22,596 | +35.9% | 340 | 0.0% | 0.01% | +40.0% | |
| CW | CURTISS WRIGHT CORP | $22,561 | +5.5% | 128 | 0.0% | 0.01% | 0.0% | |
| COF | Buy | CAPITAL ONE FINL CORP | $23,175 | +32.6% | 241 | +28.2% | 0.01% | +40.0% |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $20,483 | +1.4% | 133 | 0.0% | 0.01% | 0.0% | |
| WFC | Sell | WELLS FARGO CO NEW | $21,082 | -14.5% | 564 | -5.5% | 0.01% | -25.0% |
| CAT | Sell | CATERPILLAR INC | $21,088 | -34.9% | 92 | -31.9% | 0.01% | -40.0% |
| DUTCH BROS INCcl a | $21,382 | +12.2% | 676 | 0.0% | 0.01% | 0.0% | ||
| EA | ELECTRONIC ARTS INC | $19,513 | -1.4% | 162 | 0.0% | 0.01% | 0.0% | |
| ACN | ACCENTURE PLC IRELAND | $19,721 | +7.1% | 69 | 0.0% | 0.01% | 0.0% | |
| FRC | New | FIRST REP BK SAN FRANCISCO C | $19,068 | – | 1,363 | +100.0% | 0.01% | – |
| F | FORD MTR CO DEL | $18,900 | +8.3% | 1,500 | 0.0% | 0.01% | +20.0% | |
| ILCB | ISHARES TRmorningstr us eq | $19,518 | +7.2% | 346 | 0.0% | 0.01% | 0.0% | |
| ATI | ATI INC | $21,111 | +32.2% | 535 | 0.0% | 0.01% | +20.0% | |
| NOG | NORTHERN OIL AND GAS INC MN | $21,245 | -1.5% | 700 | 0.0% | 0.01% | -14.3% | |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $15,757 | +35.9% | 206 | +33.8% | 0.01% | +25.0% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $16,115 | +161.2% | 210 | +153.0% | 0.01% | +150.0% |
| USB | Buy | US BANCORP DEL | $17,809 | +40.3% | 494 | +69.8% | 0.01% | +25.0% |
| ABT | Buy | ABBOTT LABS | $17,507 | -7.3% | 173 | +0.6% | 0.01% | -16.7% |
| HON | HONEYWELL INTL INC | $17,392 | -10.8% | 91 | 0.0% | 0.01% | -16.7% | |
| SHW | SHERWIN WILLIAMS CO | $17,532 | -5.3% | 78 | 0.0% | 0.01% | -16.7% | |
| GIS | GENERAL MLS INC | $17,434 | +1.9% | 204 | 0.0% | 0.01% | 0.0% | |
| MORN | MORNINGSTAR INC | $15,352 | -6.1% | 76 | 0.0% | 0.01% | 0.0% | |
| BK | Buy | BANK NEW YORK MELLON CORP | $16,131 | +12.9% | 355 | +13.1% | 0.01% | +25.0% |
| ADI | ANALOG DEVICES INC | $17,947 | +20.2% | 91 | 0.0% | 0.01% | 0.0% | |
| FISV | FISERV INC | $15,146 | +11.8% | 134 | 0.0% | 0.01% | +25.0% | |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $15,769 | +11.0% | 345 | +0.3% | 0.01% | +25.0% |
| TXN | TEXAS INSTRS INC | $15,997 | +12.6% | 86 | 0.0% | 0.01% | +25.0% | |
| IP | Buy | INTERNATIONAL PAPER CO | $11,939 | +5.5% | 331 | +1.2% | 0.00% | 0.0% |
| IQV | IQVIA HLDGS INC | $12,928 | -2.9% | 65 | 0.0% | 0.00% | 0.0% | |
| GENERAL ELECTRIC CO | $14,435 | +14.1% | 151 | 0.0% | 0.00% | 0.0% | ||
| TECK | Buy | TECK RESOURCES LTDcl b | $11,753 | +7.5% | 322 | +11.4% | 0.00% | +33.3% |
| IEI | ISHARES TR3 7 yr treas bd | $13,019 | +2.1% | 111 | 0.0% | 0.00% | 0.0% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $12,484 | +35.8% | 64 | +20.8% | 0.00% | +33.3% |
| VLO | New | VALERO ENERGY CORP | $12,564 | – | 90 | +100.0% | 0.00% | – |
| VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $12,141 | +2.3% | 261 | 0.0% | 0.00% | 0.0% | |
| CI | THE CIGNA GROUP | $12,010 | -22.9% | 47 | 0.0% | 0.00% | -20.0% | |
| EL | LAUDER ESTEE COS INCcl a | $13,802 | -0.7% | 56 | 0.0% | 0.00% | 0.0% | |
| BLK | Buy | BLACKROCK INC | $14,052 | +4.4% | 21 | +10.5% | 0.00% | 0.0% |
| GRMN | Buy | GARMIN LTD | $13,989 | +10.2% | 139 | +0.7% | 0.00% | 0.0% |
| IGD | VOYA GLBL EQTY DIV & PREM OP | $13,974 | -5.7% | 2,740 | 0.0% | 0.00% | -20.0% | |
| KBE | Buy | SPDR SER TRs&p bk etf | $12,023 | -17.3% | 324 | +0.6% | 0.00% | -20.0% |
| AMGN | AMGEN INC | $12,571 | -8.0% | 52 | 0.0% | 0.00% | 0.0% | |
| PHK | PIMCO HIGH INCOME FD | $13,614 | +0.9% | 2,854 | 0.0% | 0.00% | 0.0% | |
| MO | Buy | ALTRIA GROUP INC | $13,406 | +2.8% | 300 | +5.3% | 0.00% | 0.0% |
| PXD | PIONEER NAT RES CO | $11,642 | -10.6% | 57 | 0.0% | 0.00% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP | $14,514 | +7.8% | 172 | 0.0% | 0.00% | 0.0% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $14,125 | -5.7% | 108 | +1.9% | 0.00% | -20.0% |
| New | LINDE PLC | $11,374 | – | 32 | +100.0% | 0.00% | – | |
| HYT | BLACKROCK CORPOR HI YLD FD I | $8,921 | -0.2% | 1,023 | 0.0% | 0.00% | 0.0% | |
| SCHW | New | SCHWAB CHARLES CORP | $9,167 | – | 175 | +100.0% | 0.00% | – |
| PANW | PALO ALTO NETWORKS INC | $10,786 | +43.1% | 54 | 0.0% | 0.00% | +50.0% | |
| TJX | TJX COS INC NEW | $11,127 | -1.6% | 142 | 0.0% | 0.00% | -25.0% | |
| MKL | MARKEL CORP | $8,942 | -3.0% | 7 | 0.0% | 0.00% | 0.0% | |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $10,757 | +559.9% | 51 | +537.5% | 0.00% | +200.0% |
| XM | Sell | QUALTRICS INTL INC | $9,860 | +5.0% | 553 | -38.9% | 0.00% | 0.0% |
| ALL | ALLSTATE CORP | $11,524 | -18.3% | 104 | 0.0% | 0.00% | -25.0% | |
| ETY | EATON VANCE TAX-MANAGED DIVE | $8,963 | +7.5% | 768 | 0.0% | 0.00% | 0.0% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $8,867 | -5.0% | 228 | -3.8% | 0.00% | 0.0% |
| VTRS | Buy | VIATRIS INC | $11,263 | +1578.5% | 1,171 | +1851.7% | 0.00% | – |
| ORCL | ORACLE CORP | $9,480 | +14.1% | 102 | 0.0% | 0.00% | 0.0% | |
| CCI | CROWN CASTLE INC | $9,235 | -1.3% | 69 | 0.0% | 0.00% | 0.0% | |
| UMC | UNITED MICROELECTRONICS CORPspon adr new | $8,760 | +34.2% | 1,000 | 0.0% | 0.00% | +50.0% | |
| COP | CONOCOPHILLIPS | $10,417 | -15.9% | 105 | 0.0% | 0.00% | -25.0% | |
| EXC | EXELON CORP | $9,425 | -3.1% | 225 | 0.0% | 0.00% | 0.0% | |
| COIN | COINBASE GLOBAL INC | $10,271 | +90.9% | 152 | 0.0% | 0.00% | +50.0% | |
| FDX | FEDEX CORP | $11,519 | +32.8% | 50 | 0.0% | 0.00% | 0.0% | |
| FPL | FST TR NEW OPPORT MLP & ENE | $10,100 | -1.2% | 1,689 | 0.0% | 0.00% | 0.0% | |
| REXR | New | REXFORD INDL RLTY INC | $9,723 | – | 163 | +100.0% | 0.00% | – |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $9,443 | +5.6% | 573 | 0.0% | 0.00% | 0.0% | |
| SIRI | SIRIUS XM HOLDINGS INC | $10,894 | -32.0% | 2,744 | 0.0% | 0.00% | -40.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $10,951 | -3.7% | 158 | 0.0% | 0.00% | -25.0% | |
| TIP | ISHARES TRtips bd etf | $5,778 | +3.6% | 52 | 0.0% | 0.00% | 0.0% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $5,881 | -9.2% | 60 | -40.0% | 0.00% | 0.0% |
| New | BARCLAYS BANK PLCipth sr b s&p | $6,557 | – | 146 | +100.0% | 0.00% | – | |
| BTCY | BIOTRICITY INC | $6,975 | +3.8% | 15,000 | 0.0% | 0.00% | 0.0% | |
| BE | BLOOM ENERGY CORP | $5,162 | +4.2% | 259 | 0.0% | 0.00% | 0.0% | |
| CONSTELLATION ENERGY CORP | $5,888 | -8.9% | 75 | 0.0% | 0.00% | 0.0% | ||
| GLW | CORNING INC | $8,114 | +10.5% | 230 | 0.0% | 0.00% | 0.0% | |
| ET | Buy | ENERGY TRANSFER L P | $6,303 | +7.6% | 505 | +2.2% | 0.00% | 0.0% |
| FCX | FREEPORT-MCMORAN INCcl b | $5,155 | +7.7% | 126 | 0.0% | 0.00% | 0.0% | |
| GFI | Sell | GOLD FIELDS LTDsponsored adr | $6,660 | -35.7% | 500 | -50.0% | 0.00% | -33.3% |
| HBI | HANESBRANDS INC | $5,260 | -17.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| T | Buy | AT&T INC | $6,376 | +6.0% | 331 | +1.2% | 0.00% | 0.0% |
| IMCG | ISHARES TRmrgstr md cp grw | $7,598 | +6.8% | 132 | 0.0% | 0.00% | 0.0% | |
| LEVI | LEVI STRAUSS & CO NEW | $6,381 | +17.5% | 350 | 0.0% | 0.00% | 0.0% | |
| NFLX | NETFLIX INC | $7,601 | +17.2% | 22 | 0.0% | 0.00% | 0.0% | |
| NWL | NEWELL BRANDS INC | $5,909 | -4.9% | 475 | 0.0% | 0.00% | 0.0% | |
| NVS | New | NOVARTIS AGsponsored adr | $7,268 | – | 79 | +100.0% | 0.00% | – |
| ONCY | ONCOLYTICS BIOTECH INC | $6,781 | -26.4% | 5,651 | 0.0% | 0.00% | -33.3% | |
| OC | OWENS CORNING NEW | $7,472 | +12.3% | 78 | 0.0% | 0.00% | 0.0% | |
| PCG | PG&E CORP | $7,309 | -0.6% | 452 | 0.0% | 0.00% | 0.0% | |
| Buy | RIVIAN AUTOMOTIVE INC | $7,864 | +113.3% | 508 | +154.0% | 0.00% | +100.0% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $4,995 | +7.2% | 104 | 0.0% | 0.00% | +100.0% | |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $8,134 | +3.5% | 194 | 0.0% | 0.00% | 0.0% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $5,084 | +15.8% | 34 | 0.0% | 0.00% | +100.0% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $8,004 | +21.4% | 53 | 0.0% | 0.00% | 0.0% | |
| TER | TERADYNE INC | $7,633 | +23.1% | 71 | 0.0% | 0.00% | 0.0% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $5,589 | +1.8% | 73 | 0.0% | 0.00% | 0.0% | |
| CB | CHUBB LIMITED | $6,990 | -12.0% | 36 | 0.0% | 0.00% | 0.0% | |
| RSG | Buy | REPUBLIC SVCS INC | $3,380 | – | 25 | +100.0% | 0.00% | – |
| R | RYDER SYS INC | $1,963 | +6.7% | 22 | 0.0% | 0.00% | 0.0% | |
| LASR | NLIGHT INC | $2,871 | +0.4% | 282 | 0.0% | 0.00% | 0.0% | |
| NEWP | NEW PAC METALS CORP | $2,639 | +19.6% | 981 | 0.0% | 0.00% | 0.0% | |
| NSTG | NANOSTRING TECHNOLOGIES INC | $2,039 | +24.2% | 206 | 0.0% | 0.00% | 0.0% | |
| MDYG | SPDR SER TRs&p 400 mdcp grw | $1,848 | +4.8% | 27 | 0.0% | 0.00% | 0.0% | |
| MDYV | SPDR SER TRs&p 400 mdcp val | $1,850 | +2.1% | 28 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INCspon ads | $2,228 | +7.8% | 212 | 0.0% | 0.00% | 0.0% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $4,301 | +17.3% | 66 | 0.0% | 0.00% | 0.0% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $2,689 | -0.7% | 41 | 0.0% | 0.00% | 0.0% | |
| SLV | ISHARES SILVER TRishares | $3,760 | +0.5% | 170 | 0.0% | 0.00% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $4,671 | -4.0% | 69 | 0.0% | 0.00% | -50.0% | |
| BLCN | SIREN ETF TRnsd nxgn eco etf | $2,201 | +5.8% | 103 | 0.0% | 0.00% | 0.0% | |
| PDP | INVESCO EXCHANGE TRADED FD Tdwa momentum | $2,128 | +7.1% | 28 | 0.0% | 0.00% | 0.0% | |
| IAC | New | IAC INC | $1,961 | – | 38 | +100.0% | 0.00% | – |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $2,326 | +1.8% | 53 | 0.0% | 0.00% | 0.0% | |
| GS | Buy | GOLDMAN SACHS GROUP INC | $2,290 | +33.4% | 7 | +40.0% | 0.00% | 0.0% |
| GPS | New | GAP INC | $2,259 | – | 225 | +100.0% | 0.00% | – |
| New | GE HEALTHCARE TECHNOLOGIES I | $4,102 | – | 50 | +100.0% | 0.00% | – | |
| FLUENCE ENERGY INC | $2,025 | +18.1% | 100 | 0.0% | 0.00% | 0.0% | ||
| LEGR | Buy | FIRST TR EXCHANGE-TRADED FDindxx inovtv etf | $4,765 | +9.3% | 128 | +0.8% | 0.00% | 0.0% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $2,661 | -78.6% | 18 | -82.2% | 0.00% | -75.0% |
| EYPT | EYEPOINT PHARMACEUTICALS INC | $2,940 | -16.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| EXK | ENDEAVOUR SILVER CORP | $3,880 | +19.8% | 1,000 | 0.0% | 0.00% | 0.0% | |
| TREX | TREX CO INC | $4,672 | +15.0% | 96 | 0.0% | 0.00% | 0.0% | |
| UAL | UNITED AIRLS HLDGS INC | $2,522 | +17.4% | 57 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC. | $4,171 | +7.0% | 94 | 0.0% | 0.00% | 0.0% | |
| X | UNITED STATES STL CORP NEW | $2,584 | +4.2% | 99 | 0.0% | 0.00% | 0.0% | |
| UWMC | UWM HOLDINGS CORPORATION | $2,210 | +48.3% | 450 | 0.0% | 0.00% | – | |
| DAL | DELTA AIR LINES INC DEL | $3,143 | +6.3% | 90 | 0.0% | 0.00% | 0.0% | |
| DAR | DARLING INGREDIENTS INC | $4,322 | -6.7% | 74 | 0.0% | 0.00% | 0.0% | |
| CRON | CRONOS GROUP INC | $1,940 | -23.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,855 | +114.2% | 49 | +96.0% | 0.00% | – |
| COLM | COLUMBIA SPORTSWEAR CO | $4,696 | +3.4% | 52 | 0.0% | 0.00% | 0.0% | |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $1,690 | -9.1% | 2,000 | 0.0% | 0.00% | 0.0% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,596 | +3.7% | 89 | 0.0% | 0.00% | 0.0% | |
| ELY | TOPGOLF CALLAWAY BRANDS CORP | $2,609 | +9.5% | 121 | 0.0% | 0.00% | 0.0% | |
| BYND | BEYOND MEAT INC | $4,869 | +31.8% | 300 | 0.0% | 0.00% | 0.0% | |
| BAC | BANK AMERICA CORP | $3,918 | -13.6% | 137 | 0.0% | 0.00% | 0.0% | |
| AU | ANGLOGOLD ASHANTI LIMITEDsponsored adr | $4,838 | +24.6% | 200 | 0.0% | 0.00% | 0.0% | |
| BLOK | AMPLIFY ETF TRblockchain ldr | $3,796 | +28.0% | 196 | 0.0% | 0.00% | 0.0% | |
| AUY | YAMANA GOLD INC | $2,363 | +5.4% | 404 | 0.0% | 0.00% | 0.0% | |
| Z | ZILLOW GROUP INCcl c cap stk | $2,090 | +38.0% | 47 | 0.0% | 0.00% | – | |
| ZI | ZOOMINFO TECHNOLOGIES INC | $3,632 | -17.9% | 147 | 0.0% | 0.00% | 0.0% | |
| ARGO | ARGO GROUP INTL HLDGS LTD | $4,276 | +13.3% | 146 | 0.0% | 0.00% | 0.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $3,252 | +11.8% | 38 | 0.0% | 0.00% | 0.0% | |
| AKR | Buy | ACADIA RLTY TR | $4,436 | -1.6% | 318 | +1.3% | 0.00% | 0.0% |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $4,940 | +3.0% | 38 | 0.0% | 0.00% | -50.0% | |
| FVRR | FIVERR INTL LTD | $1,921 | +19.8% | 55 | 0.0% | 0.00% | 0.0% | |
| PSX | PHILLIPS 66 | $4,258 | -2.6% | 42 | 0.0% | 0.00% | 0.0% | |
| PLUG | PLUG POWER INC | $1,828 | -5.3% | 156 | 0.0% | 0.00% | 0.0% | |
| PTON | PELOTON INTERACTIVE INC | $1,871 | +42.8% | 165 | 0.0% | 0.00% | – | |
| DGX | Sell | QUEST DIAGNOSTICS INC | $4,527 | -31.1% | 32 | -23.8% | 0.00% | -50.0% |
| CSCO | Sell | CISCO SYS INC | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| TWST | TWIST BIOSCIENCE CORP | $754 | -36.7% | 50 | 0.0% | 0.00% | – | |
| EMBECTA CORP | $872 | +11.2% | 31 | 0.0% | 0.00% | – | ||
| SOLO | ELECTRAMECCANICA VEHS CORP | $62 | -13.9% | 120 | 0.0% | 0.00% | – | |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $0 | – | 0 | +100.0% | 0.00% | – |
| EAD | ALLSPRING INCOME OPPORTUNITinc oppty fd | $57 | -1.7% | 9 | 0.0% | 0.00% | – | |
| OEF | Buy | ISHARES TRs&p 100 etf | $0 | – | 0 | +100.0% | 0.00% | – |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $1,124 | +16.0% | 11 | 0.0% | 0.00% | – | |
| UAVS | AGEAGLE AERIAL SYS INC NEW | $3 | +50.0% | 7 | 0.0% | 0.00% | – | |
| SNAP | SNAP INCcl a | $830 | +25.4% | 74 | 0.0% | 0.00% | – | |
| TILE | INTERFACE INC | $812 | -17.7% | 100 | 0.0% | 0.00% | – | |
| DFE | Buy | WISDOMTREE TReurope smcp dv | $0 | – | 0 | +100.0% | 0.00% | – |
| HFRO | HIGHLAND INCOME FD | $721 | -14.7% | 82 | 0.0% | 0.00% | – | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $151 | +0.7% | 9 | 0.0% | 0.00% | – | |
| WATT | Exit | ENERGOUS CORP | $0 | – | -450 | -100.0% | 0.00% | – |
| TDOC | New | TELADOC HEALTH INC | $0 | – | 0 | +100.0% | 0.00% | – |
| AEG | AEGON N V | $9 | -10.0% | 2 | 0.0% | 0.00% | – | |
| OCGN | OCUGEN INC | $85 | -34.6% | 100 | 0.0% | 0.00% | – | |
| New | THERAPEUTICSMD INC | $150 | – | 40 | +100.0% | 0.00% | – | |
| RS | Buy | RELIANCE STEEL & ALUMINUM CO | $0 | – | 0 | +100.0% | 0.00% | – |
| WTRG | Buy | ESSENTIAL UTILS INC | $86 | +95.5% | 2 | +100.0% | 0.00% | – |
| PM | New | PHILIP MORRIS INTL INC | $973 | – | 10 | +100.0% | 0.00% | – |
| NS | NUSTAR ENERGY LP | $1,595 | -2.3% | 102 | 0.0% | 0.00% | -100.0% | |
| DEO | New | DIAGEO PLCspon adr new | $1,087 | – | 6 | +100.0% | 0.00% | – |
| DNN | DENISON MINES CORP | $816 | -5.2% | 749 | 0.0% | 0.00% | – | |
| UEC | URANIUM ENERGY CORP | $389 | -25.8% | 135 | 0.0% | 0.00% | – | |
| NEOG | Exit | NEOGEN CORP | $0 | – | -13 | -100.0% | 0.00% | – |
| EUO | Exit | PROSHARES TR IIultrashrt euro | $0 | – | -10 | -100.0% | 0.00% | – |
| PPTA | Exit | PERPETUA RESOURCES CORP | $0 | – | -23 | -100.0% | 0.00% | – |
| EXN | Exit | EXCELLON RES INC | $0 | – | -120 | -100.0% | 0.00% | – |
| FURY | Exit | FURY GOLD MINES LIMITED | $0 | – | -143 | -100.0% | 0.00% | – |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $2 | 0.0% | 0 | +100.0% | 0.00% | – |
| C | CITIGROUP INC | $938 | +3.6% | 20 | 0.0% | 0.00% | – | |
| TREVENA INC | $64 | -50.8% | 91 | 0.0% | 0.00% | – | ||
| CRNC | CERENCE INC | $112 | +51.4% | 4 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $473 | -24.2% | 270 | 0.0% | 0.00% | – | |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $0 | – | 0 | +100.0% | 0.00% | – |
| GLDG | Exit | GOLDMINING INC | $0 | – | -150 | -100.0% | 0.00% | – |
| AYRO | AYRO INC | $55 | +44.7% | 100 | 0.0% | 0.00% | – | |
| NOK | NOKIA CORPsponsored adr | $452 | +5.9% | 92 | 0.0% | 0.00% | – | |
| VB | VANGUARD INDEX FDSsmall cp etf | $948 | +3.3% | 5 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $9 | -25.0% | 13 | 0.0% | 0.00% | – | |
| NKLA | NIKOLA CORP | $143 | -43.9% | 118 | 0.0% | 0.00% | – | |
| ARCIMOTO INC | $28 | -57.6% | 20 | 0.0% | 0.00% | – | ||
| XNTK | Buy | SPDR SER TRnyse tech etf | $0 | – | 0 | +100.0% | 0.00% | – |
| Buy | ANNALY CAPITAL MANAGEMENT IN | $0 | – | 0 | +100.0% | 0.00% | – | |
| NRG | NRG ENERGY INC | $643 | +8.8% | 19 | 0.0% | 0.00% | – | |
| FSM | Exit | FORTUNA SILVER MINES INC | $0 | – | -50 | -100.0% | 0.00% | – |
| WAB | WABTEC | $505 | +1.2% | 5 | 0.0% | 0.00% | – | |
| MDLZ | New | MONDELEZ INTL INCcl a | $1,325 | – | 19 | +100.0% | 0.00% | – |
| LUCID GROUP INC | $1,632 | +17.7% | 203 | 0.0% | 0.00% | – | ||
| SCHN | Buy | SCHNITZER STEEL INDS INCcl a | $0 | – | 0 | +100.0% | 0.00% | – |
| L | LOEWS CORP | $1,567 | -0.5% | 27 | 0.0% | 0.00% | – | |
| WARNER BROS DISCOVERY INC | $1,133 | +59.4% | 75 | 0.0% | 0.00% | – | ||
| AIG | AMERICAN INTL GROUP INC | $504 | -20.3% | 10 | 0.0% | 0.00% | – | |
| ASM | Exit | AVINO SILVER & GOLD MINES LT | $0 | – | -130 | -100.0% | 0.00% | – |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $70 | +9.4% | 2 | 0.0% | 0.00% | – | |
| LMND | LEMONADE INC | $713 | +4.2% | 50 | 0.0% | 0.00% | – | |
| KYNDRYL HLDGS INC | $295 | +32.9% | 20 | 0.0% | 0.00% | – | ||
| HDV | Buy | ISHARES TRcore high dv etf | $2 | 0.0% | 0 | +100.0% | 0.00% | – |
| AAL | AMERICAN AIRLS GROUP INC | $1,578 | +15.9% | 107 | 0.0% | 0.00% | – | |
| IGIB | Buy | ISHARES TR | $1 | 0.0% | 0 | +100.0% | 0.00% | – |
| COUP | Exit | COUPA SOFTWARE INC | $0 | – | -50 | -100.0% | -0.00% | – |
| AEM | Exit | AGNICO EAGLE MINES LTD | $0 | – | -71 | -100.0% | -0.00% | – |
| KEY | Exit | KEYCORP | $0 | – | -377 | -100.0% | -0.00% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -44 | -100.0% | -0.00% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -83 | -100.0% | -0.00% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -51 | -100.0% | -0.00% | – |
| XEL | Exit | XCEL ENERGY INC | $0 | – | -89 | -100.0% | -0.00% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -163 | -100.0% | -0.00% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -67 | -100.0% | -0.00% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -87 | -100.0% | -0.00% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -41 | -100.0% | -0.00% | – |
| GOOD | Exit | GLADSTONE COMMERCIAL CORP | $0 | – | -578 | -100.0% | -0.00% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -91 | -100.0% | -0.00% | – |
| LIN | Exit | LINDE PLC | $0 | – | -32 | -100.0% | -0.00% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -18 | -100.0% | -0.00% | – |
| MET | Exit | METLIFE INC | $0 | – | -169 | -100.0% | -0.00% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -417 | -100.0% | -0.01% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -284 | -100.0% | -0.01% | – |
| AMPY | Exit | AMPLIFY ENERGY CORP NEW | $0 | – | -5,000 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-11
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.