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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922020805

Shares:8.3K

Value:$413.4K

% of Portfolio:0.1% ($413.4K/$446.4M)

NVIDIA CORP

NVDA|67066G104

Shares:3.4K

Value:$369.6K

% of Portfolio:0.1% ($369.6K/$446.4M)

INTUIT INC.

INTU|461202103

Shares:580

Value:$356.3K

% of Portfolio:0.1% ($356.3K/$446.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:361

Value:$341.2K

% of Portfolio:0.1% ($341.2K/$446.4M)

922908652

VXF|922908652

Shares:1.9K

Value:$320.2K

% of Portfolio:0.1% ($320.2K/$446.4M)

Albertsons Companies, Inc.

ACI|013091103

Shares:14.6K

Value:$320.2K

% of Portfolio:0.1% ($320.2K/$446.4M)

STARBUCKS CORP

SBUX|855244109

Shares:3.2K

Value:$312.2K

% of Portfolio:0.1% ($312.2K/$446.4M)

BOEING CO

BA|097023105

Shares:1.8K

Value:$310.1K

% of Portfolio:0.1% ($310.1K/$446.4M)

SOUTHERN CO

SO|842587107

Shares:3.3K

Value:$304.7K

% of Portfolio:0.1% ($304.7K/$446.4M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:1.9K

Value:$276.2K

% of Portfolio:0.1% ($276.2K/$446.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:464

Value:$259.6K

% of Portfolio:0.1% ($259.6K/$446.4M)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:2.2K

Value:$242.2K

% of Portfolio:0.1% ($242.2K/$446.4M)

UNION PACIFIC CORP

UNP|907818108

Shares:961

Value:$227.1K

% of Portfolio:0.1% ($227.1K/$446.4M)

SPIRE INC

SR|84857L101

Shares:2.9K

Value:$223.2K

% of Portfolio:0.0% ($223.2K/$446.4M)

HOME DEPOT, INC.

HD|437076102

Shares:607

Value:$222.6K

% of Portfolio:0.0% ($222.6K/$446.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.2K

Value:$205.2K

% of Portfolio:0.0% ($205.2K/$446.4M)

46654Q724

Shares:3.0K

Value:$176.4K

% of Portfolio:0.0% ($176.4K/$446.4M)

AMAZON COM INC

AMZN|023135106

Shares:854

Value:$162.5K

% of Portfolio:0.0% ($162.5K/$446.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:1.4K

Value:$162.5K

% of Portfolio:0.0% ($162.5K/$446.4M)

464287200

IVV|464287200

Shares:266

Value:$149.4K

% of Portfolio:0.0% ($149.4K/$446.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip922020805)✕	8.3K	QoQ 0.00% (+0) YoY NEW(+8.3K)	All Managers (Combined)	$413.4K	0.1% ($413.4K/$446.4M)	QoQ +3.05% (+$12.3K) YoY NEW(+$413.4K)
NVIDIA CORP(NVDAcusip67066G104)	3.4K	QoQ +0.50% (-17) YoY +687.52% (-3.0K)	All Managers (Combined)	$369.6K	0.1% ($369.6K/$446.4M)	QoQ -18.88% (-$86.1K) YoY -5.61% (-$22.0K)
INTUIT INC.(INTUcusip461202103)	580	QoQ -0.17% (-1) YoY -0.68% (-4)	All Managers (Combined)	$356.3K	0.1% ($356.3K/$446.4M)	QoQ -2.48% (-$9.1K) YoY -6.11% (-$23.2K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	361	QoQ -0.82% (-3) YoY +10.73% (+35)	All Managers (Combined)	$341.2K	0.1% ($341.2K/$446.4M)	QoQ +2.39% (-$8.0K) YoY +42.97% (+$102.6K)
(VXFcusip922908652)	1.9K	QoQ 0.00% (-0) YoY NEW(+1.9K)	All Managers (Combined)	$320.2K	0.1% ($320.2K/$446.4M)	QoQ -9.32% (-$32.9K) YoY NEW(+$320.2K)
Albertsons Companies, Inc.(ACIcusip013091103)	14.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$320.2K	0.1% ($320.2K/$446.4M)	QoQ +11.96% (+$34.2K) YoY +2.56% (+$8.0K)
STARBUCKS CORP(SBUXcusip855244109)	3.2K	QoQ +3.58% (+110) YoY +9.34% (+272)	All Managers (Combined)	$312.2K	0.1% ($312.2K/$446.4M)	QoQ +11.34% (+$31.8K) YoY +17.37% (+$46.2K)
BOEING CO(BAcusip097023105)	1.8K	QoQ 0.00% (-0) YoY +40.27% (+522)	All Managers (Combined)	$310.1K	0.1% ($310.1K/$446.4M)	QoQ -3.64% (-$11.7K) YoY +23.96% (+$59.9K)
SOUTHERN CO(SOcusip842587107)	3.3K	QoQ +0.79% (+26) YoY +5.00% (+158)	All Managers (Combined)	$304.7K	0.1% ($304.7K/$446.4M)	QoQ +12.59% (+$34.1K) YoY +34.59% (+$78.3K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	1.9K	QoQ +1.65% (-31) YoY +3.14% (-58)	All Managers (Combined)	$276.2K	0.1% ($276.2K/$446.4M)	QoQ -9.26% (-$28.2K) YoY -27.40% (-$104.3K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	464	QoQ +7.40% (+32) YoY -15.32% (-84)	All Managers (Combined)	$259.6K	0.1% ($259.6K/$446.4M)	QoQ +2.60% (+$6.6K) YoY -9.41% (-$27.0K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	2.2K	QoQ 0.00% (+0) YoY -8.33% (-200)	All Managers (Combined)	$242.2K	0.1% ($242.2K/$446.4M)	QoQ +5.13% (+$11.8K) YoY -3.25% (-$8.1K)
UNION PACIFIC CORP(UNPcusip907818108)	961	QoQ -0.51% (-5) YoY -1.83% (-18)	All Managers (Combined)	$227.1K	0.1% ($227.1K/$446.4M)	QoQ +3.06% (-$6.8K) YoY -5.68% (-$13.7K)
SPIRE INC(SRcusip84857L101)	2.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$223.2K	0.0% ($223.2K/$446.4M)	QoQ +15.36% (+$29.7K) YoY +27.50% (+$48.1K)
HOME DEPOT, INC.(HDcusip437076102)	607	QoQ -10.20% (-69) YoY -19.06% (-143)	All Managers (Combined)	$222.6K	0.0% ($222.6K/$446.4M)	QoQ -15.37% (-$40.5K) YoY -22.63% (-$65.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.2K	QoQ +0.58% (+7) YoY +3.79% (+44)	All Managers (Combined)	$205.2K	0.0% ($205.2K/$446.4M)	QoQ +2.25% (+$4.5K) YoY +9.02% (+$17.0K)
(cusip46654Q724)✕	3.0K	QoQ -21.11% (-791) YoY NEW(+3.0K)	All Managers (Combined)	$176.4K	0.0% ($176.4K/$446.4M)	QoQ -24.11% (-$56.0K) YoY NEW(+$176.4K)
AMAZON COM INC(AMZNcusip023135106)	854	QoQ -1.15% (-10) YoY -49.52% (-838)	All Managers (Combined)	$162.5K	0.0% ($162.5K/$446.4M)	QoQ -14.28% (-$27.1K) YoY -46.76% (-$142.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	1.4K	QoQ +0.51% (+7) YoY +11.14% (+137)	All Managers (Combined)	$162.5K	0.0% ($162.5K/$446.4M)	QoQ +11.15% (+$16.3K) YoY +13.73% (+$19.6K)
(IVVcusip464287200)	266	QoQ -36.36% (-152) YoY NEW(+266)	All Managers (Combined)	$149.4K	0.0% ($149.4K/$446.4M)	QoQ -39.30% (-$96.7K) YoY NEW(+$149.4K)