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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464287499

IWR|464287499

Shares:509

Value:$43.3K

% of Portfolio:0.0% ($43.3K/$446.4M)

464288703

Shares:727

Value:$43.1K

% of Portfolio:0.0% ($43.1K/$446.4M)

CHEVRON CORP

CVX|166764100

Shares:249

Value:$41.7K

% of Portfolio:0.0% ($41.7K/$446.4M)

33733E203

Shares:244

Value:$41.5K

% of Portfolio:0.0% ($41.5K/$446.4M)

CURTISS WRIGHT CORP

CW|231561101

Shares:128

Value:$40.6K

% of Portfolio:0.0% ($40.6K/$446.4M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:81

Value:$40.3K

% of Portfolio:0.0% ($40.3K/$446.4M)

921908844

VIG|921908844

Shares:201

Value:$38.9K

% of Portfolio:0.0% ($38.9K/$446.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:229

Value:$38.0K

% of Portfolio:0.0% ($38.0K/$446.4M)

PEPSICO INC

PEP|713448108

Shares:249

Value:$37.3K

% of Portfolio:0.0% ($37.3K/$446.4M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:150

Value:$35.5K

% of Portfolio:0.0% ($35.5K/$446.4M)

464288760

Shares:231

Value:$35.3K

% of Portfolio:0.0% ($35.3K/$446.4M)

FIRSTENERGY CORP

FE|337932107

Shares:854

Value:$34.5K

% of Portfolio:0.0% ($34.5K/$446.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:65

Value:$34.2K

% of Portfolio:0.0% ($34.2K/$446.4M)

US BANCORP \DE\

USB|902973304

Shares:805

Value:$34.0K

% of Portfolio:0.0% ($34.0K/$446.4M)

TELEDYNE TECHNOLOGIES INC

TDY|879360105

Shares:68

Value:$33.8K

% of Portfolio:0.0% ($33.8K/$446.4M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:400

Value:$33.8K

% of Portfolio:0.0% ($33.8K/$446.4M)

KEMPER Corp

KMPR|488401100

Shares:500

Value:$33.4K

% of Portfolio:0.0% ($33.4K/$446.4M)

Sila Realty Trust, Inc.

SILA|146280508

Shares:1.3K

Value:$33.4K

% of Portfolio:0.0% ($33.4K/$446.4M)

FISERV INC

FI|337738108

Shares:151

Value:$33.3K

% of Portfolio:0.0% ($33.3K/$446.4M)

AVISTA CORP

AVA|05379B107

Shares:768

Value:$32.2K

% of Portfolio:0.0% ($32.2K/$446.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWRcusip464287499)	509	QoQ 0.00% (-0) YoY -22.99% (-152)	All Managers (Combined)	$43.3K	0.0% ($43.3K/$446.4M)	QoQ -3.76% (-$1.7K) YoY -22.09% (-$12.3K)
(cusip464288703)✕	727	QoQ 0.00% (-0) YoY -12.51% (-104)	All Managers (Combined)	$43.1K	0.0% ($43.1K/$446.4M)	QoQ -6.48% (-$3.0K) YoY -15.23% (-$7.7K)
CHEVRON CORP(CVXcusip166764100)	249	QoQ -0.40% (-1) YoY -46.45% (-216)	All Managers (Combined)	$41.7K	0.0% ($41.7K/$446.4M)	QoQ +15.14% (-$5.5K) YoY -43.13% (-$31.6K)
(cusip33733E203)✕	244	QoQ 0.00% (+0) YoY +0.82% (+2)	All Managers (Combined)	$41.5K	0.0% ($41.5K/$446.4M)	QoQ +2.34% (+$951) YoY +11.40% (+$4.2K)
CURTISS WRIGHT CORP(CWcusip231561101)	128	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$40.6K	0.0% ($40.6K/$446.4M)	QoQ -10.59% (-$4.8K) YoY +23.96% (+$7.9K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	81	QoQ -2.40% (-2) YoY -8.98% (-8)	All Managers (Combined)	$40.3K	0.0% ($40.3K/$446.4M)	QoQ -6.61% (-$2.9K) YoY -22.02% (-$11.4K)
(VIGcusip921908844)	201	QoQ +0.50% (-1) YoY +1.51% (+3)	All Managers (Combined)	$38.9K	0.0% ($38.9K/$446.4M)	QoQ -0.45% (-$177) YoY +7.67% (+$2.8K)
JOHNSON & JOHNSON(JNJcusip478160104)	229	QoQ +0.43% (+1) YoY +1.32% (+3)	All Managers (Combined)	$38.0K	0.0% ($38.0K/$446.4M)	QoQ +15.03% (+$5.0K) YoY +6.24% (+$2.2K)
PEPSICO INC(PEPcusip713448108)	249	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$37.3K	0.0% ($37.3K/$446.4M)	QoQ -1.39% (-$528) YoY -14.32% (-$6.2K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	150	QoQ -25.00% (-50) YoY -25.00% (-50)	All Managers (Combined)	$35.5K	0.0% ($35.5K/$446.4M)	QoQ -24.31% (-$11.4K) YoY -30.30% (-$15.4K)
(cusip464288760)✕	231	QoQ 0.00% (+0) YoY +0.43% (+1)	All Managers (Combined)	$35.3K	0.0% ($35.3K/$446.4M)	QoQ +5.40% (+$1.8K) YoY +16.45% (+$5.0K)
FIRSTENERGY CORP(FEcusip337932107)	854	QoQ +1.06% (+9) YoY NEW(+854)	All Managers (Combined)	$34.5K	0.0% ($34.5K/$446.4M)	QoQ +2.71% (+$913) YoY NEW(+$34.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	65	QoQ -4.41% (-3) YoY -21.68% (-18)	All Managers (Combined)	$34.2K	0.0% ($34.2K/$446.4M)	QoQ -0.90% (-$312) YoY -16.80% (-$6.9K)
US BANCORP \DE\(USBcusip902973304)	805	QoQ +4.27% (-33) YoY -2.89% (-24)	All Managers (Combined)	$34.0K	0.0% ($34.0K/$446.4M)	QoQ -7.97% (-$2.9K) YoY -8.32% (-$3.1K)
TELEDYNE TECHNOLOGIES INC(TDYcusip879360105)	68	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$33.8K	0.0% ($33.8K/$446.4M)	QoQ +7.23% (+$2.3K) YoY +15.93% (+$4.7K)
Palantir Technologies Inc.(PLTRcusip69608A108)	400	QoQ +14.28% (+50) YoY +14.28% (+50)	All Managers (Combined)	$33.8K	0.0% ($33.8K/$446.4M)	QoQ +27.53% (+$7.3K) YoY +319.17% (+$25.7K)
KEMPER Corp(KMPRcusip488401100)	500	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$33.4K	0.0% ($33.4K/$446.4M)	QoQ +0.61% (+$205) YoY +7.96% (+$2.5K)
Sila Realty Trust, Inc.(SILAcusip146280508)	1.3K	QoQ 0.00% (+0) YoY NEW(+1.3K)	All Managers (Combined)	$33.4K	0.0% ($33.4K/$446.4M)	QoQ +9.82% (+$3.0K) YoY NEW(+$33.4K)
FISERV INC(FIcusip337738108)	151	QoQ -6.79% (-11) YoY +12.68% (+17)	All Managers (Combined)	$33.3K	0.0% ($33.3K/$446.4M)	QoQ +0.20% (-$67) YoY +55.70% (+$11.9K)
AVISTA CORP(AVAcusip05379B107)	768	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$32.2K	0.0% ($32.2K/$446.4M)	QoQ +14.31% (+$4.0K) YoY +19.61% (+$5.3K)