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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IonQ, Inc.

IONQ|46222L108

Shares:250

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$446.4M)

921937827

BSV|921937827

Shares:70

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$446.4M)

LEVI STRAUSS & CO

LEVI|52736R102

Shares:350

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$446.4M)

81369Y886

Shares:69

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$446.4M)

EyePoint Pharmaceuticals, Inc.

EYPT|30233G209

Shares:1.0K

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$446.4M)

Sunoco LP

SUN|86765K109

Shares:93

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$446.4M)

NOVO NORDISK A S

NVO|670100205

Shares:77

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$446.4M)

46428Q109

Shares:170

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$446.4M)

Phillips 66

PSX|718546104

Shares:42

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$446.4M)

Bloom Energy Corp

BE|093712107

Shares:259

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$446.4M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:126

Value:$4.8K

% of Portfolio:0.0% ($4.8K/$446.4M)

Marvell Technology, Inc.

MRVL|573874104

Shares:76

Value:$4.7K

% of Portfolio:0.0% ($4.7K/$446.4M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:41

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$446.4M)

Upstart Holdings, Inc.

UPST|91680M107

Shares:100

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$446.4M)

Medtronic plc

MDT|G5960L103

Shares:50

Value:$4.5K

% of Portfolio:0.0% ($4.5K/$446.4M)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:35

Value:$4.4K

% of Portfolio:0.0% ($4.4K/$446.4M)

ENDEAVOUR SILVER CORP

EXK|29258Y103

Shares:1.0K

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$446.4M)

COLUMBIA SPORTSWEAR CO

COLM|198516106

Shares:54

Value:$4.1K

% of Portfolio:0.0% ($4.1K/$446.4M)

SOUNDHOUND AI, INC.

SOUN|836100107

Shares:500

Value:$4.1K

% of Portfolio:0.0% ($4.1K/$446.4M)

COLUMBIA BANKING SYSTEM, INC.

COLB|197236102

Shares:160

Value:$4.0K

% of Portfolio:0.0% ($4.0K/$446.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
IonQ, Inc.(IONQcusip46222L108)	250	QoQ NEW(+250) YoY NEW(+250)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$446.4M)	QoQ NEW(+$5.5K) YoY NEW(+$5.5K)
(BSVcusip921937827)	70	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$446.4M)	QoQ +1.31% (+$71) YoY +2.10% (+$113)
LEVI STRAUSS & CO(LEVIcusip52736R102)	350	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$446.4M)	QoQ -9.87% (-$598) YoY -22.00% (-$1.5K)
(cusip81369Y886)✕	69	QoQ -34.90% (-37) YoY 0.00% (+0)	All Managers (Combined)	$5.4K	0.0% ($5.4K/$446.4M)	QoQ -32.18% (-$2.6K) YoY +20.11% (+$911)
EyePoint Pharmaceuticals, Inc.(EYPTcusip30233G209)	1.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.4K	0.0% ($5.4K/$446.4M)	QoQ -27.24% (-$2.0K) YoY -73.77% (-$15.3K)
Sunoco LP(SUNcusip86765K109)	93	QoQ 0.00% (+0) YoY +75.47% (+40)	All Managers (Combined)	$5.4K	0.0% ($5.4K/$446.4M)	QoQ +12.87% (+$616) YoY +69.01% (+$2.2K)
NOVO NORDISK A S(NVOcusip670100205)	77	QoQ -6.09% (-5) YoY NEW(+77)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$446.4M)	QoQ -24.19% (-$1.7K) YoY NEW(+$5.3K)
(cusip46428Q109)✕	170	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$446.4M)	QoQ +17.69% (+$792) YoY +36.19% (+$1.4K)
Phillips 66(PSXcusip718546104)	42	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$5.2K	0.0% ($5.2K/$446.4M)	QoQ +8.38% (+$401) YoY -24.40% (-$1.7K)
Bloom Energy Corp(BEcusip093712107)	259	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$446.4M)	QoQ -11.47% (-$660) YoY +74.92% (+$2.2K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	126	QoQ 0.00% (-0) YoY -44.24% (-100)	All Managers (Combined)	$4.8K	0.0% ($4.8K/$446.4M)	QoQ -0.58% (-$28) YoY -55.11% (-$5.9K)
Marvell Technology, Inc.(MRVLcusip573874104)	76	QoQ +1.33% (-1) YoY -24.00% (-24)	All Managers (Combined)	$4.7K	0.0% ($4.7K/$446.4M)	QoQ -44.21% (-$3.7K) YoY -34.53% (-$2.5K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	41	QoQ 0.00% (-0) YoY -75.15% (-124)	All Managers (Combined)	$4.6K	0.0% ($4.6K/$446.4M)	QoQ -4.58% (-$222) YoY -76.12% (-$14.7K)
Upstart Holdings, Inc.(UPSTcusip91680M107)	100	QoQ 0.00% (-0) YoY NEW(+100)	All Managers (Combined)	$4.6K	0.0% ($4.6K/$446.4M)	QoQ -25.23% (-$1.6K) YoY NEW(+$4.6K)
Medtronic plc(MDTcusipG5960L103)	50	QoQ 0.00% (+0) YoY -24.24% (-16)	All Managers (Combined)	$4.5K	0.0% ($4.5K/$446.4M)	QoQ +12.49% (+$499) YoY -21.88% (-$1.3K)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	35	QoQ 0.00% (-0) YoY -79.41% (-135)	All Managers (Combined)	$4.4K	0.0% ($4.4K/$446.4M)	QoQ -18.31% (-$994) YoY -79.32% (-$17.0K)
ENDEAVOUR SILVER CORP(EXKcusip29258Y103)	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.3K	0.0% ($4.3K/$446.4M)	QoQ +16.66% (+$610) YoY +77.17% (+$1.9K)
COLUMBIA SPORTSWEAR CO(COLMcusip198516106)	54	QoQ +1.88% (-1) YoY +1.88% (-1)	All Managers (Combined)	$4.1K	0.0% ($4.1K/$446.4M)	QoQ -9.45% (-$424) YoY -5.38% (-$231)
SOUNDHOUND AI, INC.(SOUNcusip836100107)	500	QoQ NEW(+500) YoY NEW(+500)	All Managers (Combined)	$4.1K	0.0% ($4.1K/$446.4M)	QoQ NEW(+$4.1K) YoY NEW(+$4.1K)
COLUMBIA BANKING SYSTEM, INC.(COLBcusip197236102)	160	QoQ +1.91% (-3) YoY +4.57% (+7)	All Managers (Combined)	$4.0K	0.0% ($4.0K/$446.4M)	QoQ -6.31% (-$268) YoY +34.34% (+$1.0K)