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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AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:13.0K

Value:$4.0M

% of Portfolio:0.9% ($4.0M/$446.4M)

81369Y308

Shares:37.8K

Value:$3.1M

% of Portfolio:0.7% ($3.1M/$446.4M)

46654Q716

Shares:54.6K

Value:$2.9M

% of Portfolio:0.7% ($2.9M/$446.4M)

922908769

VTI|922908769

Shares:8.8K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$446.4M)

Apple Inc.

AAPL|037833100

Shares:8.8K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$446.4M)

CSX CORP

CSX|126408103

Shares:63.3K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$446.4M)

MICROSOFT CORP

MSFT|594918104

Shares:4.6K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$446.4M)

72201R833

Shares:16.7K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$446.4M)

922908736

VUG|922908736

Shares:3.5K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$446.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.9K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$446.4M)

922908744

VTV|922908744

Shares:5.6K

Value:$968.4K

% of Portfolio:0.2% ($968.4K/$446.4M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:3.7K

Value:$896.1K

% of Portfolio:0.2% ($896.1K/$446.4M)

464287655

IWM|464287655

Shares:4.3K

Value:$866.6K

% of Portfolio:0.2% ($866.6K/$446.4M)

921937835

BND|921937835

Shares:10.8K

Value:$790.9K

% of Portfolio:0.2% ($790.9K/$446.4M)

922907746

VTEB|922907746

Shares:15.5K

Value:$769.9K

% of Portfolio:0.2% ($769.9K/$446.4M)

Tesla, Inc.

TSLA|88160R101

Shares:2.6K

Value:$682.9K

% of Portfolio:0.2% ($682.9K/$446.4M)

NIKE, Inc.

NKE|654106103

Shares:8.1K

Value:$512.1K

% of Portfolio:0.1% ($512.1K/$446.4M)

TARGET CORP

TGT|87612E106

Shares:4.6K

Value:$481.9K

% of Portfolio:0.1% ($481.9K/$446.4M)

MCDONALDS CORP

MCD|580135101

Shares:1.5K

Value:$464.4K

% of Portfolio:0.1% ($464.4K/$446.4M)

42588P692

Shares:15.2K

Value:$453.4K

% of Portfolio:0.1% ($453.4K/$446.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	13.0K	QoQ -1.93% (-256) YoY -2.05% (-273)	All Managers (Combined)	$4.0M	0.9% ($4.0M/$446.4M)	QoQ +2.35% (-$91.2K) YoY +19.81% (-$656.1K)
(cusip81369Y308)✕	37.8K	QoQ +5.16% (+1.9K) YoY +19.56% (+6.2K)	All Managers (Combined)	$3.1M	0.7% ($3.1M/$446.4M)	QoQ +9.25% (+$261.8K) YoY +27.87% (+$673.7K)
(cusip46654Q716)✕	54.6K	QoQ +6.76% (+3.5K) YoY NEW(+54.6K)	All Managers (Combined)	$2.9M	0.7% ($2.9M/$446.4M)	QoQ +9.36% (+$250.4K) YoY NEW(+$2.9M)
(VTIcusip922908769)	8.8K	QoQ +1.16% (-101) YoY +13387.69% (+8.7K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$446.4M)	QoQ -4.06% (-$102.2K) YoY +14162.01% (+$2.4M)
Apple Inc.(AAPLcusip037833100)	8.8K	QoQ -2.61% (-235) YoY -8.84% (-850)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$446.4M)	QoQ -13.61% (-$306.5K) YoY +18.08% (-$297.9K)
CSX CORP(CSXcusip126408103)	63.3K	QoQ 0.00% (-1) YoY 0.00% (-2)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$446.4M)	QoQ -8.79% (-$179.8K) YoY -20.60% (-$483.7K)
MICROSOFT CORP(MSFTcusip594918104)	4.6K	QoQ -1.63% (-76) YoY -4.81% (-231)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$446.4M)	QoQ -12.38% (-$242.2K) YoY -15.07% (-$304.0K)
(cusip72201R833)✕	16.7K	QoQ +2.04% (+334) YoY -18.51% (-3.8K)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$446.4M)	QoQ +2.32% (+$38.2K) YoY -18.45% (-$379.9K)
(VUGcusip922908736)	3.5K	QoQ -9.64% (-378) YoY +61.92% (+1.4K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$446.4M)	QoQ -18.37% (-$295.8K) YoY +74.39% (+$560.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.9K	QoQ -1.95% (-38) YoY +0.21% (+4)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$446.4M)	QoQ +15.19% (-$133.7K) YoY +26.91% (+$214.9K)
(VTVcusip922908744)	5.6K	QoQ -3.87% (-226) YoY +633.76% (+4.8K)	All Managers (Combined)	$968.4K	0.2% ($968.4K/$446.4M)	QoQ -1.92% (-$19.0K) YoY +677.98% (+$844.0K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	3.7K	QoQ +0.38% (+14) YoY +0.62% (+23)	All Managers (Combined)	$896.1K	0.2% ($896.1K/$446.4M)	QoQ +7.64% (+$63.7K) YoY +19.09% (+$143.7K)
(IWMcusip464287655)	4.3K	QoQ -10.21% (-494) YoY -11.09% (-542)	All Managers (Combined)	$866.6K	0.2% ($866.6K/$446.4M)	QoQ -18.93% (-$202.4K) YoY -15.66% (-$160.9K)
(BNDcusip921937835)	10.8K	QoQ 0.00% (+0) YoY -(+10.8K)	All Managers (Combined)	$790.9K	0.2% ($790.9K/$446.4M)	QoQ +2.14% (+$16.6K) YoY +39545500.00% (+$790.9K)
(VTEBcusip922907746)	15.5K	QoQ 0.00% (-0) YoY NEW(+15.5K)	All Managers (Combined)	$769.9K	0.2% ($769.9K/$446.4M)	QoQ -1.01% (-$7.9K) YoY NEW(+$769.9K)
Tesla, Inc.(TSLAcusip88160R101)	2.6K	QoQ -1.23% (-33) YoY -3.72% (-102)	All Managers (Combined)	$682.9K	0.2% ($682.9K/$446.4M)	QoQ -36.61% (-$394.6K) YoY +41.93% (-$201.8K)
NIKE, Inc.(NKEcusip654106103)	8.1K	QoQ +0.52% (-42) YoY +68.23% (+3.3K)	All Managers (Combined)	$512.1K	0.1% ($512.1K/$446.4M)	QoQ -15.67% (-$95.2K) YoY +13.65% (+$61.5K)
TARGET CORP(TGTcusip87612E106)	4.6K	QoQ 0.00% (-0) YoY -0.49% (-23)	All Managers (Combined)	$481.9K	0.1% ($481.9K/$446.4M)	QoQ -22.79% (-$142.3K) YoY -41.40% (-$340.5K)
MCDONALDS CORP(MCDcusip580135101)	1.5K	QoQ -13.84% (-239) YoY -11.59% (-195)	All Managers (Combined)	$464.4K	0.1% ($464.4K/$446.4M)	QoQ -7.20% (-$36.0K) YoY -2.08% (-$9.9K)
(cusip42588P692)✕	15.2K	QoQ -17.38% (-3.2K) YoY -17.38% (-3.2K)	All Managers (Combined)	$453.4K	0.1% ($453.4K/$446.4M)	QoQ -18.80% (-$105.0K) YoY -18.61% (-$103.7K)