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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GARMIN LTD

GRMN|H2906T109

Shares:145

Value:$31.6K

% of Portfolio:0.0% ($31.6K/$446.4M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:397

Value:$31.1K

% of Portfolio:0.0% ($31.1K/$446.4M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:116

Value:$30.7K

% of Portfolio:0.0% ($30.7K/$446.4M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:171

Value:$30.7K

% of Portfolio:0.0% ($30.7K/$446.4M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:177

Value:$30.5K

% of Portfolio:0.0% ($30.5K/$446.4M)

464287630

IWN|464287630

Shares:198

Value:$29.9K

% of Portfolio:0.0% ($29.9K/$446.4M)

CATERPILLAR INC

CAT|149123101

Shares:90

Value:$29.8K

% of Portfolio:0.0% ($29.8K/$446.4M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:267

Value:$29.2K

% of Portfolio:0.0% ($29.2K/$446.4M)

92189H607

Shares:111

Value:$29.2K

% of Portfolio:0.0% ($29.2K/$446.4M)

464287648

IWO|464287648

Shares:114

Value:$29.1K

% of Portfolio:0.0% ($29.1K/$446.4M)

Walt Disney Co

DIS|254687106

Shares:294

Value:$29.1K

% of Portfolio:0.0% ($29.1K/$446.4M)

ATI INC

ATI|01741R102

Shares:535

Value:$27.8K

% of Portfolio:0.0% ($27.8K/$446.4M)

Palo Alto Networks Inc

PANW|697435105

Shares:161

Value:$27.5K

% of Portfolio:0.0% ($27.5K/$446.4M)

ABBOTT LABORATORIES

ABT|002824100

Shares:201

Value:$26.7K

% of Portfolio:0.0% ($26.7K/$446.4M)

Salesforce, Inc.

CRM|79466L302

Shares:99

Value:$26.6K

% of Portfolio:0.0% ($26.6K/$446.4M)

464288877

Shares:446

Value:$26.3K

% of Portfolio:0.0% ($26.3K/$446.4M)

Macy's, Inc.

M|55616P104

Shares:2.1K

Value:$26.0K

% of Portfolio:0.0% ($26.0K/$446.4M)

CVS HEALTH Corp

CVS|126650100

Shares:371

Value:$25.1K

% of Portfolio:0.0% ($25.1K/$446.4M)

464287127

Shares:313

Value:$24.2K

% of Portfolio:0.0% ($24.2K/$446.4M)

DANAHER CORP /DE/

DHR|235851102

Shares:118

Value:$24.1K

% of Portfolio:0.0% ($24.1K/$446.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GARMIN LTD(GRMNcusipH2906T109)	145	QoQ 0.00% (+0) YoY +2.11% (+3)	All Managers (Combined)	$31.6K	0.0% ($31.6K/$446.4M)	QoQ +5.63% (+$1.7K) YoY +48.94% (+$10.4K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	397	QoQ +0.25% (+1) YoY +0.76% (+3)	All Managers (Combined)	$31.1K	0.0% ($31.1K/$446.4M)	QoQ +5.97% (+$1.8K) YoY +9.04% (+$2.6K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	116	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$30.7K	0.0% ($30.7K/$446.4M)	QoQ +9.78% (+$2.7K) YoY +14.91% (+$4.0K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	171	QoQ -19.33% (-41) YoY -21.91% (-48)	All Managers (Combined)	$30.7K	0.0% ($30.7K/$446.4M)	QoQ -18.89% (-$7.1K) YoY -5.97% (-$1.9K)
Coinbase Global, Inc.(COINcusip19260Q107)	177	QoQ 0.00% (-0) YoY -12.37% (-25)	All Managers (Combined)	$30.5K	0.0% ($30.5K/$446.4M)	QoQ -30.63% (-$13.5K) YoY -43.07% (-$23.1K)
(IWNcusip464287630)	198	QoQ +138.55% (+115) YoY NEW(+198)	All Managers (Combined)	$29.9K	0.0% ($29.9K/$446.4M)	QoQ +119.38% (+$16.3K) YoY NEW(+$29.9K)
CATERPILLAR INC(CATcusip149123101)	90	QoQ -5.26% (-5) YoY -18.18% (-20)	All Managers (Combined)	$29.8K	0.0% ($29.8K/$446.4M)	QoQ -13.78% (-$4.8K) YoY -26.20% (-$10.6K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	267	QoQ +0.75% (+2) YoY +2327.27% (+256)	All Managers (Combined)	$29.2K	0.0% ($29.2K/$446.4M)	QoQ +19.49% (+$4.8K) YoY +2984.05% (+$28.3K)
(cusip92189H607)✕	111	QoQ 0.00% (-0) YoY +1.83% (-2)	All Managers (Combined)	$29.2K	0.0% ($29.2K/$446.4M)	QoQ -3.35% (-$1.0K) YoY -20.44% (-$7.5K)
(IWOcusip464287648)	114	QoQ +137.50% (+66) YoY NEW(+114)	All Managers (Combined)	$29.1K	0.0% ($29.1K/$446.4M)	QoQ +110.85% (+$15.3K) YoY NEW(+$29.1K)
Walt Disney Co(DIScusip254687106)	294	QoQ -26.31% (-105) YoY -31.46% (-135)	All Managers (Combined)	$29.1K	0.0% ($29.1K/$446.4M)	QoQ -34.55% (-$15.3K) YoY -44.68% (-$23.5K)
ATI INC(ATIcusip01741R102)	535	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$27.8K	0.0% ($27.8K/$446.4M)	QoQ -5.46% (-$1.6K) YoY +1.68% (+$460)
Palo Alto Networks Inc(PANWcusip697435105)	161	QoQ -6.39% (-11) YoY +59.40% (-60)	All Managers (Combined)	$27.5K	0.0% ($27.5K/$446.4M)	QoQ -12.21% (-$3.8K) YoY -4.26% (-$1.2K)
ABBOTT LABORATORIES(ABTcusip002824100)	201	QoQ +0.50% (+1) YoY +2.03% (+4)	All Managers (Combined)	$26.7K	0.0% ($26.7K/$446.4M)	QoQ +17.80% (+$4.0K) YoY +18.86% (+$4.2K)
Salesforce, Inc.(CRMcusip79466L302)	99	QoQ -2.94% (-3) YoY -10.81% (-12)	All Managers (Combined)	$26.6K	0.0% ($26.6K/$446.4M)	QoQ -22.04% (-$7.5K) YoY -20.30% (-$6.8K)
(cusip464288877)✕	446	QoQ -33.03% (-220) YoY NEW(+446)	All Managers (Combined)	$26.3K	0.0% ($26.3K/$446.4M)	QoQ -24.77% (-$8.7K) YoY NEW(+$26.3K)
Macy's, Inc.(Mcusip55616P104)	2.1K	QoQ +1.07% (-22) YoY +4.11% (-82)	All Managers (Combined)	$26.0K	0.0% ($26.0K/$446.4M)	QoQ -25.03% (-$8.7K) YoY -34.61% (-$13.8K)
CVS HEALTH Corp(CVScusip126650100)	371	QoQ 0.00% (+0) YoY NEW(+371)	All Managers (Combined)	$25.1K	0.0% ($25.1K/$446.4M)	QoQ +50.92% (+$8.5K) YoY NEW(+$25.1K)
(cusip464287127)✕	313	QoQ 0.00% (-0) YoY -9.53% (-33)	All Managers (Combined)	$24.2K	0.0% ($24.2K/$446.4M)	QoQ -4.80% (-$1.2K) YoY -3.56% (-$893)
DANAHER CORP /DE/(DHRcusip235851102)	118	QoQ +0.85% (-1) YoY -41.00% (-82)	All Managers (Combined)	$24.1K	0.0% ($24.1K/$446.4M)	QoQ -10.58% (-$2.9K) YoY -51.75% (-$25.9K)