Cedar-Mountain-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OCGN",
  null,
  "HYT",
  "PKST",
  null,
  "PIPR",
  null,
  "MORN",
  "NTR",
  "NLY",
  "AES",
  null,
  "AAL",
  "BROS",
  "EXAS",
  "HUM",
  null,
  "PCG",
  "QSR",
  "ONON",
  "SNOW",
  "MU",
  "ACN",
  "LEVI",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  null,
  "ATI",
  "ALL",
  "GOOGL",
  "RIOT",
  null,
  "AEG",
  "AU",
  "AKR",
  "MODG",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  null,
  "FLNC",
  null,
  "IAC",
  null,
  null,
  "COF",
  null,
  "ETY",
  "LASR",
  "M",
  "EBAY",
  null,
  "PHK",
  "WTRG",
  null,
  "SLI",
  "UEC",
  "EAD",
  "FCX",
  null,
  null,
  "NEWP",
  "GIS",
  null,
  "HON",
  "HD",
  null,
  "MCD",
  "INTU",
  null,
  "FE",
  null,
  "UNP",
  "ISRG",
  "ACI",
  "HFRO",
  null,
  "AMAT",
  "RIVN",
  "META",
  "IVT",
  null,
  null,
  "SR",
  "UWMC",
  null,
  "IONQ",
  null,
  null,
  null,
  "IWS",
  "MRVL",
  null,
  "SILA",
  null,
  "MDT",
  "MSFT",
  "MS",
  "EXC",
  null,
  null,
  "GE",
  "HE",
  null,
  null,
  "IGD",
  "XOS",
  "SMR",
  "IJR",
  "EFG",
  "KLAC",
  "IWD",
  "ORCL",
  "PAYX",
  "VHT",
  null,
  null,
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  null,
  null,
  "IEMG",
  "IVV",
  null,
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  null,
  "AMGN",
  null,
  "DGX",
  "ROK",
  "SPGI",
  null,
  null,
  null,
  null,
  "SHW",
  "RS",
  "RTX",
  "GLD",
  null,
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TRV",
  "TSN",
  "UAL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "SOUN",
  "MRNA",
  "SCHW",
  "AYRO",
  "EXK",
  "SUN",
  null,
  "VWO",
  null,
  null,
  "VIG",
  "TTE",
  "ONCY",
  "IWO",
  "PTON",
  "WY",
  "IWN",
  null,
  "GFI",
  null,
  "VRTX",
  "AGCO",
  "R",
  "AEE",
  "GM",
  "APH",
  "AMD",
  "X",
  "FI",
  "WAB",
  "IP",
  "GNRC",
  "WM",
  "IWP",
  "IWR",
  "WCN",
  "AEP",
  "FVRR",
  "EYPT",
  "HYFM",
  null,
  "TILE",
  "KMPR",
  "NVO",
  "AMZN",
  "NIO",
  "CLF",
  "LCID",
  "SIRI",
  "PLUG",
  null,
  null,
  null,
  "KD",
  "REXR",
  null,
  "USB",
  "VUG",
  "VFH",
  "VYMI",
  null,
  "VXUS",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VLTO",
  "VTV",
  "VTRS",
  "V",
  "VICI",
  "WBD",
  "WMT",
  "WES",
  "WFC",
  null,
  "Z",
  "GTM",
  "SOLV",
  "UMC",
  null,
  "OC",
  "GRMN",
  "DNN",
  "AEM",
  "ET",
  "CHKP",
  "SCHG",
  "SCHA",
  "NSC",
  "NOK",
  null,
  "MKL",
  "MGM",
  "NWN",
  "SO",
  null,
  "OTIS",
  "PSX",
  "SFL",
  "CRM",
  "SNAP",
  null,
  "TDY",
  null,
  null,
  null,
  "GEV",
  "PAAS",
  "UPST",
  "NRG",
  "FDX",
  null,
  "ADP",
  "AVA",
  "BAC",
  "BRK-B",
  "BDX",
  "BE",
  "BA",
  "BR",
  "CARR",
  "CASY",
  "CVX",
  "CB",
  "CMG",
  "CHD",
  "CSCO",
  "CLOV",
  "C",
  "KO",
  "CBSH",
  "COIN",
  "CMCSA",
  "COLB",
  "COLM",
  "COP",
  "CEG",
  "COST",
  "CRWD",
  "CVS",
  "CSX",
  "CW",
  "DHR",
  "DAR",
  "DE",
  "DVN",
  "DAL",
  "DFIN",
  "IJT",
  "ADI",
  "IWB",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 353
Total Value: 446438260
Accession Number: 0001798986-25-000002
Form Type: 13F-HR
CIK: cedar-mountain-advisors
Manager Name: Cedar-Mountain-Advisors

Data Enrichment

80% identified

281 identified72 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

353 positions • $446.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AngloGold Ashanti PLC

AU|G0378L100

Shares:200

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$446.4M)

ACADIA REALTY TRUST

AKR|004239109

Shares:346

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$446.4M)

COCA COLA CO

KO|191216100

Shares:100

Value:$7.2K

% of Portfolio:0.0% ($7.2K/$446.4M)

CLOVER HEALTH INVESTMENTS, CORP. /DE

CLOV|18914F103

Shares:2.0K

Value:$7.2K

% of Portfolio:0.0% ($7.2K/$446.4M)

UNITED MICROELECTRONICS CORP

UMC|910873405

Shares:1.0K

Value:$7.2K

% of Portfolio:0.0% ($7.2K/$446.4M)

81369Y407

Shares:34

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$446.4M)

Essential Utilities, Inc.

WTRG|29670G102

Shares:167

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$446.4M)

33741X201

Shares:135

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$446.4M)

COMMERCE BANCSHARES INC /MO/

CBSH|200525103

Shares:105

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$446.4M)

Restaurant Brands International Inc.

QSR|76131D103

Shares:96

Value:$6.4K

% of Portfolio:0.0% ($6.4K/$446.4M)

Rexford Industrial Realty, Inc.

REXR|76169C100

Shares:163

Value:$6.4K

% of Portfolio:0.0% ($6.4K/$446.4M)

EBAY INC

EBAY|278642103

Shares:94

Value:$6.4K

% of Portfolio:0.0% ($6.4K/$446.4M)

808524300

SCHG|808524300

Shares:248

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$446.4M)

SIRIUS XM HOLDINGS INC.

SIRI|829933100

Shares:274

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$446.4M)

92206C409

Shares:78

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$446.4M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:25

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$446.4M)

464287176

Shares:54

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$446.4M)

VICI PROPERTIES INC.

VICI|925652109

Shares:175

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$446.4M)

DEERE & CO

DE|244199105

Shares:12

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$446.4M)

AGCO CORP /DE

AGCO|001084102

Shares:60

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$446.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AngloGold Ashanti PLC(AUcusipG0378L100)	200	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$7.4K	0.0% ($7.4K/$446.4M)	QoQ +60.83% (+$2.8K) YoY +67.20% (+$3.0K)
ACADIA REALTY TRUST(AKRcusip004239109)	346	QoQ +0.87% (-3) YoY +3.59% (+12)	All Managers (Combined)	$7.3K	0.0% ($7.3K/$446.4M)	QoQ -12.55% (-$1.0K) YoY +27.68% (+$1.6K)
COCA COLA CO(KOcusip191216100)	100	QoQ 0.00% (+0) YoY -31.50% (-46)	All Managers (Combined)	$7.2K	0.0% ($7.2K/$446.4M)	QoQ +15.03% (+$940) YoY -19.48% (-$1.7K)
CLOVER HEALTH INVESTMENTS, CORP. /DE(CLOVcusip18914F103)	2.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$7.2K	0.0% ($7.2K/$446.4M)	QoQ +13.96% (+$880) YoY +352.14% (+$5.6K)
UNITED MICROELECTRONICS CORP(UMCcusip910873405)	1.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$7.2K	0.0% ($7.2K/$446.4M)	QoQ +10.16% (+$660) YoY -11.61% (-$940)
(cusip81369Y407)✕	34	QoQ -61.36% (-54) YoY 0.00% (+0)	All Managers (Combined)	$6.7K	0.0% ($6.7K/$446.4M)	QoQ -65.99% (-$13.0K) YoY +7.38% (+$462)
Essential Utilities, Inc.(WTRGcusip29670G102)	167	QoQ +0.60% (+1) YoY +2285.71% (+160)	All Managers (Combined)	$6.6K	0.0% ($6.6K/$446.4M)	QoQ +9.75% (+$587) YoY +2382.33% (+$6.3K)
(cusip33741X201)✕	135	QoQ +0.74% (+1) YoY +3.05% (+4)	All Managers (Combined)	$6.6K	0.0% ($6.6K/$446.4M)	QoQ +5.37% (+$335) YoY +16.42% (+$927)
COMMERCE BANCSHARES INC /MO/(CBSHcusip200525103)	105	QoQ 0.00% (-0) YoY +5.00% (+5)	All Managers (Combined)	$6.5K	0.0% ($6.5K/$446.4M)	QoQ -0.13% (-$9) YoY +22.81% (+$1.2K)
Restaurant Brands International Inc.(QSRcusip76131D103)	96	QoQ NEW(+96) YoY NEW(+96)	All Managers (Combined)	$6.4K	0.0% ($6.4K/$446.4M)	QoQ NEW(+$6.4K) YoY NEW(+$6.4K)
Rexford Industrial Realty, Inc.(REXRcusip76169C100)	163	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$6.4K	0.0% ($6.4K/$446.4M)	QoQ +1.25% (+$79) YoY -22.17% (-$1.8K)
EBAY INC(EBAYcusip278642103)	94	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.4K	0.0% ($6.4K/$446.4M)	QoQ +9.34% (+$544) YoY +28.34% (+$1.4K)
(SCHGcusip808524300)	248	QoQ 0.00% (-0) YoY +300.00% (+186)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$446.4M)	QoQ -10.15% (-$702) YoY +8.01% (+$461)
SIRIUS XM HOLDINGS INC.(SIRIcusip829933100)	274	QoQ 0.00% (-0) YoY NEW(+274)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$446.4M)	QoQ -1.12% (-$70) YoY NEW(+$6.2K)
(cusip92206C409)✕	78	QoQ +1.29% (+1) YoY +2.63% (+2)	All Managers (Combined)	$6.1K	0.0% ($6.1K/$446.4M)	QoQ +1.88% (+$114) YoY +4.94% (+$290)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	25	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.1K	0.0% ($6.1K/$446.4M)	QoQ +20.38% (+$1.0K) YoY +26.49% (+$1.3K)
(cusip464287176)✕	54	QoQ -1.81% (-1) YoY 0.00% (+0)	All Managers (Combined)	$6.0K	0.0% ($6.0K/$446.4M)	QoQ +2.37% (-$140) YoY +4.13% (+$239)
VICI PROPERTIES INC.(VICIcusip925652109)	175	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$446.4M)	QoQ +11.67% (+$597) YoY +9.51% (+$496)
DEERE & CO(DEcusip244199105)	12	QoQ 0.00% (+0) YoY -80.95% (-51)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$446.4M)	QoQ +11.16% (+$570) YoY -78.07% (-$20.2K)
AGCO CORP /DE(AGCOcusip001084102)	60	QoQ 0.00% (-0) YoY +22.44% (-11)	All Managers (Combined)	$5.6K	0.0% ($5.6K/$446.4M)	QoQ -0.98% (-$55) YoY -7.86% (-$474)