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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Walmart Inc.

WMT|931142103

Shares:1.6K

Value:$142.7K

% of Portfolio:0.0% ($142.7K/$446.4M)

Meta Platforms, Inc.

META|30303M102

Shares:246

Value:$141.5K

% of Portfolio:0.0% ($141.5K/$446.4M)

921909768

VXUS|921909768

Shares:2.2K

Value:$138.8K

% of Portfolio:0.0% ($138.8K/$446.4M)

46641Q332

Shares:2.3K

Value:$128.6K

% of Portfolio:0.0% ($128.6K/$446.4M)

922908553

VNQ|922908553

Shares:1.4K

Value:$126.0K

% of Portfolio:0.0% ($126.0K/$446.4M)

464287622

IWB|464287622

Shares:368

Value:$112.9K

% of Portfolio:0.0% ($112.9K/$446.4M)

46438F101

Shares:2.3K

Value:$109.9K

% of Portfolio:0.0% ($109.9K/$446.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:432

Value:$107.3K

% of Portfolio:0.0% ($107.3K/$446.4M)

464287119

Shares:1.3K

Value:$106.9K

% of Portfolio:0.0% ($106.9K/$446.4M)

MORGAN STANLEY

MS|617446448

Shares:849

Value:$99.1K

% of Portfolio:0.0% ($99.1K/$446.4M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:392

Value:$90.7K

% of Portfolio:0.0% ($90.7K/$446.4M)

46654Q203

Shares:1.7K

Value:$89.2K

% of Portfolio:0.0% ($89.2K/$446.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:556

Value:$86.0K

% of Portfolio:0.0% ($86.0K/$446.4M)

33738R605

Shares:1.5K

Value:$83.4K

% of Portfolio:0.0% ($83.4K/$446.4M)

WEYERHAEUSER CO

WY|962166104

Shares:2.8K

Value:$83.4K

% of Portfolio:0.0% ($83.4K/$446.4M)

SPDR GOLD TRUST

GLD|78463V107

Shares:285

Value:$82.1K

% of Portfolio:0.0% ($82.1K/$446.4M)

Western Midstream Partners, LP

WES|958669103

Shares:2.0K

Value:$81.5K

% of Portfolio:0.0% ($81.5K/$446.4M)

464289438

Shares:371

Value:$78.3K

% of Portfolio:0.0% ($78.3K/$446.4M)

921937819

BIV|921937819

Shares:960

Value:$73.5K

% of Portfolio:0.0% ($73.5K/$446.4M)

AT&T INC.

T|00206R102

Shares:2.5K

Value:$71.0K

% of Portfolio:0.0% ($71.0K/$446.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walmart Inc.(WMTcusip931142103)	1.6K	QoQ -0.97% (-16) YoY -9.26% (-166)	All Managers (Combined)	$142.7K	0.0% ($142.7K/$446.4M)	QoQ -3.77% (-$5.6K) YoY +32.39% (-$34.9K)
Meta Platforms, Inc.(METAcusip30303M102)	246	QoQ +4.23% (+10) YoY +12.84% (+28)	All Managers (Combined)	$141.5K	0.0% ($141.5K/$446.4M)	QoQ +2.22% (+$3.1K) YoY +33.61% (+$35.6K)
(VXUScusip921909768)	2.2K	QoQ +0.26% (+6) YoY -71.25% (-5.5K)	All Managers (Combined)	$138.8K	0.0% ($138.8K/$446.4M)	QoQ +5.69% (+$7.5K) YoY -70.39% (-$329.9K)
(cusip46641Q332)✕	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$128.6K	0.0% ($128.6K/$446.4M)	QoQ NEW(+$128.6K) YoY NEW(+$128.6K)
(VNQcusip922908553)	1.4K	QoQ -0.64% (-9) YoY -66.75% (-2.8K)	All Managers (Combined)	$126.0K	0.0% ($126.0K/$446.4M)	QoQ +0.95% (-$1.2K) YoY -65.19% (-$236.1K)
(IWBcusip464287622)	368	QoQ -1.07% (-4) YoY -22.52% (-107)	All Managers (Combined)	$112.9K	0.0% ($112.9K/$446.4M)	QoQ -5.81% (-$7.0K) YoY -17.49% (-$23.9K)
(cusip46438F101)✕	2.3K	QoQ 0.00% (-0) YoY +139.73% (+1.4K)	All Managers (Combined)	$109.9K	0.0% ($109.9K/$446.4M)	QoQ -11.76% (-$14.6K) YoY +177.29% (+$70.2K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	432	QoQ +0.69% (+3) YoY +257.02% (+311)	All Managers (Combined)	$107.3K	0.0% ($107.3K/$446.4M)	QoQ +13.82% (+$13.0K) YoY +363.19% (+$84.2K)
(cusip464287119)✕	1.3K	QoQ -20.43% (-339) YoY -24.52% (-429)	All Managers (Combined)	$106.9K	0.0% ($106.9K/$446.4M)	QoQ -28.07% (-$41.7K) YoY -19.01% (-$25.1K)
MORGAN STANLEY(MScusip617446448)	849	QoQ -0.93% (-8) YoY -2.86% (-25)	All Managers (Combined)	$99.1K	0.0% ($99.1K/$446.4M)	QoQ -8.01% (-$8.6K) YoY +20.44% (-$16.8K)
WASTE MANAGEMENT INC(WMcusip94106L109)	392	QoQ +0.51% (+2) YoY +2700.00% (+378)	All Managers (Combined)	$90.7K	0.0% ($90.7K/$446.4M)	QoQ +15.13% (+$11.9K) YoY +2940.28% (+$87.7K)
(cusip46654Q203)✕	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$89.2K	0.0% ($89.2K/$446.4M)	QoQ NEW(+$89.2K) YoY NEW(+$89.2K)
Alphabet Inc.(GOOGLcusip02079K305)	556	QoQ +57.50% (+203) YoY +42.19% (+165)	All Managers (Combined)	$86.0K	0.0% ($86.0K/$446.4M)	QoQ +28.66% (+$19.2K) YoY +45.73% (+$27.0K)
(cusip33738R605)✕	1.5K	QoQ +0.13% (-2) YoY +0.26% (-4)	All Managers (Combined)	$83.4K	0.0% ($83.4K/$446.4M)	QoQ -7.00% (-$6.3K) YoY -3.90% (-$3.4K)
WEYERHAEUSER CO(WYcusip962166104)	2.8K	QoQ +0.63% (+18) YoY +2.48% (-69)	All Managers (Combined)	$83.4K	0.0% ($83.4K/$446.4M)	QoQ +4.69% (+$3.7K) YoY -16.43% (-$16.4K)
SPDR GOLD TRUST(GLDcusip78463V107)	285	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$82.1K	0.0% ($82.1K/$446.4M)	QoQ +19.00% (+$13.1K) YoY +40.06% (+$23.5K)
Western Midstream Partners, LP(WEScusip958669103)	2.0K	QoQ +2.15% (+42) YoY +9.52% (+173)	All Managers (Combined)	$81.5K	0.0% ($81.5K/$446.4M)	QoQ +8.87% (+$6.6K) YoY +26.19% (+$16.9K)
(cusip464289438)✕	371	QoQ +381.81% (+294) YoY +381.81% (+294)	All Managers (Combined)	$78.3K	0.0% ($78.3K/$446.4M)	QoQ +331.94% (+$60.1K) YoY +420.85% (+$63.2K)
(BIVcusip921937819)	960	QoQ +0.31% (+3) YoY +3900.00% (+936)	All Managers (Combined)	$73.5K	0.0% ($73.5K/$446.4M)	QoQ +2.76% (+$2.0K) YoY +3960.55% (+$71.7K)
AT&T INC.(Tcusip00206R102)	2.5K	QoQ +0.15% (+4) YoY +409.12% (+2.0K)	All Managers (Combined)	$71.0K	0.0% ($71.0K/$446.4M)	QoQ +24.40% (+$13.9K) YoY +718.87% (+$62.3K)