Cedar Mountain Advisors, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Cedar Mountain Advisors, LLC

CIK Number: 0001798986

481.22M
Market Value
197
# of Holdings
14 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IWD iShares Russell...
202.07
+0.81% 414.98K +0.35% 78.08M 137.63 17.49% Share
2 IWF iShares Russell...
449.99
+0.87% 203.61K -0.47% 73.52M 178.85 16.47% Share
3 IWP iShares Russell...
142.77
+0.80% 283.23K -0.28% 33.28M 78.47 7.45% Share
4 IWS iShares Russell...
138.74
+0.98% 254.87K +0.87% 32.11M 95.06 7.19% Share
5 IJR iShares Core S&...
118.78
+1.51% 220.01K +1.20% 23.01M 87.11 5.15% Share
6 SPSB SPDR Portfolio ...
30.20
+0.10% 731.55K -0.91% 22.02M 30.83 4.93% Share
7 QQQ Invesco QQQ Tru...
575.26
+0.91% 41.68K -0.28% 19.54M 194.51 4.38% Share
8 VFH Vanguard Financ...
132.18
+1.09% 146.21K -0.25% 17.47M 80.27 3.91% Share
9 SCHZ Schwab U.S. Agg...
23.32
+0.34% 612.62K +8.45% 14.19M 23.72 3.18% Share
10 VHT Vanguard Health...
255.74
+0.40% 48.56K +2.14% 12.85M 261.1 2.88% Share
11 ILTB iShares Core 10...
49.55
+0.71% 224.01K +13.44% 11.2M 52.88 2.51% Share
12 SPHQ Invesco S&P 500...
72.39
+0.67% 167.42K +1.73% 11.11M 40.11 2.49% Share
13 LVHI Franklin Intern...
34.45
-0.35% 340.46K +3.92% 11.02M 25.21 2.47% Share
14 VYMI Vanguard Intern...
84.02
+0.57% 122.32K +1.92% 9.01M 61.39 2.02% Share
15 FLRN SPDR Bloomberg ...
30.75
+0.03% 255.2K +2.44% 7.87M 30.49 1.76% Share
16 PULS PGIM Ultra Shor...
49.66
+0.01% 157.48K +2.67% 7.83M 49.2 1.75% Share
17 AGG iShares Core U....
99.62
+0.40% 75.7K +1.88% 7.49M 101.23 1.68% Share
18 BINC Blackrock Etf T...
52.99
+0.23% 100.04K +1.18% 5.24M 52.13 1.17% Share
19 VWO Vanguard Emergi...
51.38
-0.43% 108.3K +1.38% 4.9M 44.06 1.10% Share
20 DIVB iShares U.S. Di...
51.93
+0.70% 95.56K +0.98% 4.64M 36.99 1.04% Share
21 ADP Automatic Data ...
301.19
+0.78% 12.98K -1.93% 3.97M 170.99 0.89% Share
22 XLP Consumer Staple...
80.64
+0.06% 37.84K +5.16% 3.09M 76.16 0.69% Share
23 JBND JP Morgan Activ...
53.88
+0.34% 54.65K +6.77% 2.92M 52.33 0.66% Share
24 VTI Vanguard Total ...
320.20
+0.90% 8.77K +1.17% 2.41M 283.06 0.54% Share
25 AAPL Apple Inc.
239.78
+0.55% 8.76K -2.61% 1.95M 106 0.44% Share
26 CSX CSX Corporation
32.66
+1.18% 63.32K +0.00% 1.86M 24.14 0.42% Share
27 MSFT Microsoft Corpo...
507.97
+0.52% 4.56K -1.64% 1.71M 226.97 0.38% Share
28 MINT PIMCO Enhanced ...
100.34
+0.01% 16.69K +2.04% 1.68M 99.19 0.38% Share
29 VUG Vanguard Growth...
463.99
+0.88% 3.54K -9.64% 1.31M 302.87 0.29% Share
30 BRK-B Berkshire Hatha...
506.82
+1.06% 1.9K -1.96% 1.01M 241.91 0.23% Share
31 VTV Vanguard Value ...
183.10
+0.72% 5.61K -3.88% 968.44K 169.66 0.22% Share
32 BR Broadridge Fina...
251.99
+0.87% 3.7K +0.38% 896.1K 124.72 0.20% Share
33 IWM iShares Russell...
236.59
+1.25% 4.34K -10.21% 866.59K 173.23 0.19% Share
34 BND Vanguard Total ...
73.92
+0.38% 10.77K 0.00% 790.91K 75.11 0.18% Share
35 VTEB Vanguard Tax-Ex...
49.05
+0.22% 15.52K 0.00% 769.9K 51.12 0.17% Share
36 TSLA Tesla, Inc.
338.53
+1.33% 2.63K -1.24% 682.89K 115.31 0.15% Share
37 NKE NIKE, Inc.
75.37
+0.84% 8.07K +0.52% 512.12K 96.51 0.11% Share
38 TGT Target Corporat...
92.72
+0.40% 4.62K 0.00% 481.93K 128.52 0.11% Share
39 MCD McDonald's Corp...
317.04
+0.21% 1.49K -13.85% 464.36K 201.94 0.10% Share
40 STNC Hennessy Sustai...
33.01
+0.34% 15.2K -17.39% 453.37K 29.98 0.10% Share
41 VTIP Vanguard Short-...
50.64
+0.02% 8.29K 0.00% 413.42K 49.31 0.09% Share
42 NVDA NVIDIA Corporat...
171.66
+0.61% 3.41K +0.50% 369.61K 29.07 0.08% Share
43 INTU Intuit Inc.
668.29
-0.06% 580 -0.17% 356.33K 268.13 0.08% Share
44 COST Costco Wholesal...
955.90
+0.64% 361 -0.82% 341.16K 385.23 0.08% Share
45 VXF Vanguard Extend...
206.65
+1.14% 1.86K 0.00% 320.23K 181.99 0.07% Share
46 ACI Albertsons Comp...
19.10
-1.07% 14.56K 0.00% 320.15K 17.02 0.07% Share
47 SBUX Starbucks Corpo...
87.01
-0.28% 3.18K +3.58% 312.15K 87.62 0.07% Share
48 BA The Boeing Comp...
230.82
-0.67% 1.82K 0.00% 310.09K 215.69 0.07% Share
49 SO The Southern Co...
91.88
+0.23% 3.31K +0.79% 304.73K 64.72 0.07% Share
50 AMAT Applied Materia...
158.24
+1.27% 1.9K +1.66% 276.23K 100.19 0.06% Share
51 SPY SPDR S&P 500 ET...
649.00
+0.82% 464 +7.41% 259.64K 386.16 0.06% Share
52 CHD Church & Dwight...
95.27
+2.13% 2.2K 0.00% 242.2K 70.34 0.05% Share
53 UNP Union Pacific C...
223.08
+0.60% 961 -0.52% 227.07K 180.54 0.05% Share
54 SR Spire Inc.
75.02
+0.16% 2.85K 0.00% 223.17K 83.31 0.05% Share
55 HD The Home Depot,...
411.86
+1.02% 607 -10.21% 222.59K 228.78 0.05% Share
56 PG The Procter & G...
159.21
+0.65% 1.2K +0.58% 205.19K 134.87 0.05% Share
57 HELO JPMorgan Hedged...
64.41
+0.42% 2.96K -21.12% 176.35K 62.04 0.04% Share
58 AMZN Amazon.com, Inc...
235.68
+4.29% 854 -1.16% 162.48K 114.74 0.04% Share
59 XOM Exxon Mobil Cor...
112.42
+0.46% 1.37K +0.52% 162.47K 73.52 0.04% Share
60 IVV iShares Core S&...
652.24
+0.83% 266 -36.36% 149.36K 588.68 0.03% Share
61 WMT Walmart Inc.
100.91
+1.48% 1.63K -0.97% 142.67K 40.97 0.03% Share
62 META Meta Platforms,...
748.65
+1.57% 246 +4.24% 141.52K 281.85 0.03% Share
63 VXUS Vanguard Total ...
71.31
+0.41% 2.23K +0.27% 138.76K 57.01 0.03% Share
64 JEPI JPMorgan Equity...
56.75
+0.30% 2.25K +100.00% 128.62K 57.14 0.03% Share
65 VNQ Vanguard Real E...
91.45
+0.76% 1.39K -0.64% 126.03K 90.42 0.03% Share
66 IWB iShares Russell...
356.74
+0.81% 368 -1.08% 112.88K 178.3 0.03% Share
67 IBIT iShares Bitcoin...
62.35
-2.23% 2.35K 0.00% 109.86K 44.72 0.02% Share
68 IBM International B...
247.30
+1.31% 432 +0.70% 107.34K 161.81 0.02% Share
69 ILCG iShares Morning...
100.66
+0.89% 1.32K -20.43% 106.91K 41.99 0.02% Share
70 MS Morgan Stanley
150.50
+1.33% 849 -0.93% 99.11K 50.35 0.02% Share
71 WM Waste Managemen...
224.90
+0.22% 392 +0.51% 90.72K 202.34 0.02% Share
72 JEPQ JPMorgan Nasdaq...
55.66
+0.74% 1.72K +100.00% 89.22K 51.78 0.02% Share
73 GOOGL Alphabet Inc.
232.30
+0.71% 556 +57.51% 86K 103.92 0.02% Share
74 FV First Trust Dor...
61.66
+0.89% 1.52K +0.13% 83.44K 31.88 0.02% Share
75 WY Weyerhaeuser Co...
25.55
+2.95% 2.85K +0.64% 83.37K 30.11 0.02% Share
76 GLD SPDR Gold Share...
326.78
-0.41% 285 0.00% 82.12K 142.9 0.02% Share
77 WES Western Midstre...
38.46
+0.44% 1.99K +2.16% 81.51K 20.15 0.02% Share
78 IWY iShares Russell...
261.07
+0.88% 371 +381.82% 78.26K 195.99 0.02% Share
79 BIV Vanguard Interm...
77.93
+0.44% 960 +0.31% 73.5K 74.89 0.02% Share
80 T AT&T Inc.
29.59
+1.89% 2.51K +0.16% 70.99K 22.61 0.02% Share
81 INTC Intel Corporati...
24.61
+2.54% 2.88K +100.00% 65.44K 22.71 0.01% Share
82 GE GE Aerospace
282.23
+2.28% 313 0.00% 62.65K 104.17 0.01% Share
83 MMM 3M Company
155.57
+2.35% 404 0.00% 59.33K 147.43 0.01% Share
84 V Visa Inc.
350.54
-0.09% 167 +28.46% 58.53K 230.22 0.01% Share
85 NWN Northwest Natur...
41.55
+0.48% 1.35K +1.13% 57.54K 61.51 0.01% Share
86 IEI iShares 3-7 Yea...
119.60
+0.22% 477 0.00% 56.35K 120.11 0.01% Share
87 AEE Ameren Corporat...
100.91
+0.99% 556 0.00% 55.82K 87.46 0.01% Share
88 SHY iShares 1-3 Yea...
82.80
+0.07% 673 0.00% 55.68K 82.04 0.01% Share
89 XLV Health Care Sel...
137.44
+0.38% 378 -10.85% 55.19K 107.91 0.01% Share
90 JPM JPMorgan Chase ...
303.87
+1.46% 218 +0.46% 53.39K 137.27 0.01% Share
91 BOND PIMCO Active Bo...
92.62
+0.41% 568 +1.25% 52.51K 106.19 0.01% Share
92 GOOG Alphabet Inc.
232.66
+0.68% 331 -6.5% 51.71K 69.08 0.01% Share
93 ABBV AbbVie Inc.
213.01
+0.54% 243 +0.83% 50.92K 106.47 0.01% Share
94 PAYX Paychex, Inc.
137.32
+1.25% 326 +0.62% 50.35K 88.12 0.01% Share
95 BLK BlackRock, Inc.
1108.43
+0.81% 50 0.00% 47.58K 1025.1 0.01% Share
96 IJT iShares S&P Sma...
141.46
+1.18% 377 +0.27% 46.95K 131.31 0.01% Share
97 RTX RTX Corporation
158.69
+0.37% 350 0.00% 46.35K 63.64 0.01% Share
98 BROS Dutch Bros Inc.
71.43
-0.39% 741 0.00% 45.75K 28.45 0.01% Share
99 WCN Waste Connectio...
181.24
+0.30% 228 0.00% 44.5K 90.79 < 0.01% Share
100 VZ Verizon Communi...
44.16
+0.95% 967 0.00% 43.86K 42.37 < 0.01% Share
101 IWR iShares Russell...
96.13
+0.95% 509 0.00% 43.3K 59.61 < 0.01% Share
102 ISCV iShares Morning...
67.19
+1.39% 727 0.00% 43.11K 47.87 < 0.01% Share
103 CVX Chevron Corpora...
157.73
-0.21% 249 -0.4% 41.71K 120.76 < 0.01% Share
104 FBT First Trust NYS...
174.67
-0.3% 244 0.00% 41.46K 148.86 < 0.01% Share
105 CW Curtiss-Wright ...
480.81
+0.60% 128 0.00% 40.61K 140.88 < 0.01% Share
106 TMO Thermo Fisher S...
489.42
+1.00% 81 -2.41% 40.34K 440.32 < 0.01% Share
107 VIG Vanguard Divide...
211.73
+0.69% 201 +0.50% 38.93K 157.06 < 0.01% Share
108 JNJ Johnson & Johns...
178.71
+0.40% 229 +0.44% 38.01K 149.55 < 0.01% Share
109 PEP PepsiCo, Inc.
146.89
-1.18% 249 0.00% 37.34K 138.67 < 0.01% Share
110 NSC Norfolk Souther...
279.87
+0.60% 150 -25% 35.53K 194.13 < 0.01% Share
111 ITA iShares U.S. Ae...
198.46
+0.77% 231 0.00% 35.35K 110.57 < 0.01% Share
112 FE FirstEnergy Cor...
43.48
+0.17% 854 +1.07% 34.53K 39.79 < 0.01% Share
113 UNH UnitedHealth Gr...
310.31
+0.79% 65 -4.41% 34.16K 317.82 < 0.01% Share
114 USB U.S. Bancorp
49.16
+1.28% 805 +4.27% 33.97K 41.66 < 0.01% Share
115 TDY Teledyne Techno...
547.04
+0.44% 68 0.00% 33.85K 369.65 < 0.01% Share
116 PLTR Palantir Techno...
156.14
+0.80% 400 +14.29% 33.76K 24.55 < 0.01% Share
117 KMPR Kemper Corporat...
54.17
+0.44% 500 0.00% 33.42K 77.5 < 0.01% Share
118 SILA Sila Realty Tru...
25.04
+0.42% 1.25K 0.00% 33.39K 20.62 < 0.01% Share
119 FI Fiserv, Inc.
136.17
-0.44% 151 -6.79% 33.34K 128.93 < 0.01% Share
120 AVA Avista Corporat...
36.60
+0.52% 768 0.00% 32.17K 48.08 < 0.01% Share
121 GRMN Garmin Ltd.
237.65
+0.31% 145 0.00% 31.57K 100.17 < 0.01% Share
122 SCHW The Charles Sch...
97.63
+1.47% 397 +0.25% 31.06K 54.96 < 0.01% Share
123 TRV The Travelers C...
279.53
+1.08% 116 0.00% 30.68K 136.94 < 0.01% Share
124 COF Capital One Fin...
226.27
+2.23% 171 -19.34% 30.66K 89.61 < 0.01% Share
125 COIN Coinbase Global...
306.80
+1.49% 177 0.00% 30.48K 53.08 < 0.01% Share
126 IWN iShares Russell...
175.23
+1.28% 198 +138.55% 29.89K 156.51 < 0.01% Share
127 CAT Caterpillar Inc...
420.30
+1.25% 90 -5.26% 29.79K 169.69 < 0.01% Share
128 AEP American Electr...
108.64
-1.26% 267 +0.75% 29.21K 92.35 < 0.01% Share
129 OIH VanEck Oil Serv...
257.85
+3.21% 111 0.00% 29.17K 208.37 < 0.01% Share
130 IWO iShares Russell...
309.25
+1.21% 114 +137.50% 29.13K 269.11 < 0.01% Share
131 DIS The Walt Disney...
118.83
+1.23% 294 -26.32% 29.07K 134.28 < 0.01% Share
132 ATI ATI Inc.
77.16
+0.85% 535 0.00% 27.84K 20.66 < 0.01% Share
133 PANW Palo Alto Netwo...
192.32
+0.41% 161 -6.4% 27.47K 112.61 < 0.01% Share
134 ABT Abbott Laborato...
132.82
+0.48% 201 +0.50% 26.65K 90.85 < 0.01% Share
135 CRM Salesforce, Inc...
244.06
-4.83% 99 -2.94% 26.64K 207.47 < 0.01% Share
136 EFV iShares MSCI EA...
66.89
+0.84% 446 -33.03% 26.29K 52.47 < 0.01% Share
137 M Macy's, Inc.
17.23
+5.87% 2.07K +1.07% 26.03K 15.49 < 0.01% Share
138 CVS CVS Health Corp...
73.69
+0.50% 371 0.00% 25.14K 44.89 < 0.01% Share
139 ILCB iShares Morning...
90.09
+0.93% 313 0.00% 24.18K 46.51 < 0.01% Share
140 DHR Danaher Corpora...
199.02
-0.21% 118 +0.85% 24.1K 142.35 < 0.01% Share
141 WFC Wells Fargo & C...
81.82
+1.63% 330 0.00% 23.69K 41.82 < 0.01% Share
142 GEV GE Vernova Inc.
598.92
+3.79% 77 0.00% 23.51K 249.26 < 0.01% Share
143 BITO ProShares Bitco...
18.93
-2.25% 1.25K +34.73% 22.95K 18.09 < 0.01% Share
144 MORN Morningstar, In...
258.11
+0.88% 77 +1.32% 22.95K 154.06 < 0.01% Share
145 PFE Pfizer Inc.
24.52
-1.07% 899 +1.35% 22.77K 36.6 < 0.01% Share
146 CARR Carrier Global ...
63.54
+1.71% 346 0.00% 21.96K 37.27 < 0.01% Share
147 TXN Texas Instrumen...
187.29
-4.32% 122 +23.23% 21.92K 159.29 < 0.01% Share
148 SHW The Sherwin-Wil...
365.75
+0.75% 62 -6.06% 21.65K 228.5 < 0.01% Share
149 LLY Eli Lilly and C...
742.77
+0.67% 26 0.00% 21.56K 661.12 < 0.01% Share
150 ALL The Allstate Co...
208.33
+1.84% 104 0.00% 21.54K 112.44 < 0.01% Share