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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INTEL CORP

INTC|458140100

Shares:2.9K

Value:$65.4K

% of Portfolio:0.0% ($65.4K/$446.4M)

GENERAL ELECTRIC CO

GE|369604301

Shares:313

Value:$62.6K

% of Portfolio:0.0% ($62.6K/$446.4M)

3M CO

MMM|88579Y101

Shares:404

Value:$59.3K

% of Portfolio:0.0% ($59.3K/$446.4M)

VISA INC.

V|92826C839

Shares:167

Value:$58.5K

% of Portfolio:0.0% ($58.5K/$446.4M)

Northwest Natural Holding Co

NWN|66765N105

Shares:1.3K

Value:$57.5K

% of Portfolio:0.0% ($57.5K/$446.4M)

464288661

Shares:477

Value:$56.4K

% of Portfolio:0.0% ($56.4K/$446.4M)

AMEREN CORP

AEE|023608102

Shares:556

Value:$55.8K

% of Portfolio:0.0% ($55.8K/$446.4M)

464287457

Shares:673

Value:$55.7K

% of Portfolio:0.0% ($55.7K/$446.4M)

81369Y209

Shares:378

Value:$55.2K

% of Portfolio:0.0% ($55.2K/$446.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:218

Value:$53.4K

% of Portfolio:0.0% ($53.4K/$446.4M)

72201R775

Shares:568

Value:$52.5K

% of Portfolio:0.0% ($52.5K/$446.4M)

Alphabet Inc.

GOOG|02079K107

Shares:331

Value:$51.7K

% of Portfolio:0.0% ($51.7K/$446.4M)

AbbVie Inc.

ABBV|00287Y109

Shares:243

Value:$50.9K

% of Portfolio:0.0% ($50.9K/$446.4M)

PAYCHEX INC

PAYX|704326107

Shares:326

Value:$50.4K

% of Portfolio:0.0% ($50.4K/$446.4M)

BlackRock, Inc.

BLK|09290D101

Shares:50

Value:$47.6K

% of Portfolio:0.0% ($47.6K/$446.4M)

464287887

IJT|464287887

Shares:377

Value:$47.0K

% of Portfolio:0.0% ($47.0K/$446.4M)

RTX Corp

RTX|75513E101

Shares:350

Value:$46.4K

% of Portfolio:0.0% ($46.4K/$446.4M)

Dutch Bros Inc.

BROS|26701L100

Shares:741

Value:$45.7K

% of Portfolio:0.0% ($45.7K/$446.4M)

Waste Connections, Inc.

WCN|94106B101

Shares:228

Value:$44.5K

% of Portfolio:0.0% ($44.5K/$446.4M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:967

Value:$43.9K

% of Portfolio:0.0% ($43.9K/$446.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTEL CORP(INTCcusip458140100)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$65.4K	0.0% ($65.4K/$446.4M)	QoQ NEW(+$65.4K) YoY NEW(+$65.4K)
GENERAL ELECTRIC CO(GEcusip369604301)	313	QoQ 0.00% (+0) YoY +100.64% (+157)	All Managers (Combined)	$62.6K	0.0% ($62.6K/$446.4M)	QoQ +20.00% (+$10.4K) YoY +128.79% (+$35.3K)
3M CO(MMMcusip88579Y101)	404	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$59.3K	0.0% ($59.3K/$446.4M)	QoQ +13.76% (+$7.2K) YoY +38.45% (+$16.5K)
VISA INC.(Vcusip92826C839)	167	QoQ +28.46% (+37) YoY +6.36% (+10)	All Managers (Combined)	$58.5K	0.0% ($58.5K/$446.4M)	QoQ +42.45% (+$17.4K) YoY +33.57% (+$14.7K)
Northwest Natural Holding Co(NWNcusip66765N105)	1.3K	QoQ +1.12% (+15) YoY +17.23% (+198)	All Managers (Combined)	$57.5K	0.0% ($57.5K/$446.4M)	QoQ +9.19% (+$4.8K) YoY +34.54% (+$14.8K)
(cusip464288661)✕	477	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$56.4K	0.0% ($56.4K/$446.4M)	QoQ +2.23% (+$1.2K) YoY +2.00% (+$1.1K)
AMEREN CORP(AEEcusip023608102)	556	QoQ 0.00% (+0) YoY NEW(+556)	All Managers (Combined)	$55.8K	0.0% ($55.8K/$446.4M)	QoQ +12.63% (+$6.3K) YoY NEW(+$55.8K)
(cusip464287457)✕	673	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$55.7K	0.0% ($55.7K/$446.4M)	QoQ +0.91% (+$504) YoY +1.16% (+$639)
(cusip81369Y209)✕	378	QoQ -10.84% (-46) YoY 0.00% (-0)	All Managers (Combined)	$55.2K	0.0% ($55.2K/$446.4M)	QoQ -5.37% (-$3.1K) YoY -1.16% (-$650)
JPMORGAN CHASE & CO(JPMcusip46625H100)	218	QoQ +0.46% (+1) YoY -30.35% (-95)	All Managers (Combined)	$53.4K	0.0% ($53.4K/$446.4M)	QoQ +2.48% (+$1.3K) YoY -14.90% (-$9.4K)
(cusip72201R775)✕	568	QoQ +1.24% (+7) YoY -63.16% (-974)	All Managers (Combined)	$52.5K	0.0% ($52.5K/$446.4M)	QoQ +3.56% (+$1.8K) YoY -62.93% (-$89.2K)
Alphabet Inc.(GOOGcusip02079K107)	331	QoQ -6.49% (-23) YoY -22.30% (-95)	All Managers (Combined)	$51.7K	0.0% ($51.7K/$446.4M)	QoQ -23.29% (-$15.7K) YoY -20.27% (-$13.2K)
AbbVie Inc.(ABBVcusip00287Y109)	243	QoQ +0.82% (+2) YoY -1.21% (-3)	All Managers (Combined)	$50.9K	0.0% ($50.9K/$446.4M)	QoQ +18.89% (+$8.1K) YoY +13.67% (-$6.1K)
PAYCHEX INC(PAYXcusip704326107)	326	QoQ +0.61% (+2) YoY +2.51% (+8)	All Managers (Combined)	$50.4K	0.0% ($50.4K/$446.4M)	QoQ +10.74% (+$4.9K) YoY +28.97% (+$11.3K)
BlackRock, Inc.(BLKcusip09290D101)	50	QoQ 0.00% (-0) YoY NEW(+50)	All Managers (Combined)	$47.6K	0.0% ($47.6K/$446.4M)	QoQ -7.17% (-$3.7K) YoY NEW(+$47.6K)
(IJTcusip464287887)	377	QoQ +0.26% (-1) YoY NEW(+377)	All Managers (Combined)	$47.0K	0.0% ($47.0K/$446.4M)	QoQ -7.84% (-$4.0K) YoY NEW(+$47.0K)
RTX Corp(RTXcusip75513E101)	350	QoQ 0.00% (+0) YoY -4.10% (-15)	All Managers (Combined)	$46.4K	0.0% ($46.4K/$446.4M)	QoQ +14.56% (+$5.9K) YoY +30.37% (-$10.8K)
Dutch Bros Inc.(BROScusip26701L100)	741	QoQ 0.00% (+0) YoY -32.08% (-350)	All Managers (Combined)	$45.7K	0.0% ($45.7K/$446.4M)	QoQ +17.86% (+$6.9K) YoY +27.06% (-$9.7K)
Waste Connections, Inc.(WCNcusip94106B101)	228	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$44.5K	0.0% ($44.5K/$446.4M)	QoQ +13.76% (+$5.4K) YoY +13.47% (+$5.3K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	967	QoQ 0.00% (+0) YoY +655.46% (+839)	All Managers (Combined)	$43.9K	0.0% ($43.9K/$446.4M)	QoQ +13.42% (+$5.2K) YoY +716.66% (+$38.5K)