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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WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:330

Value:$23.7K

% of Portfolio:0.0% ($23.7K/$446.4M)

GE Vernova Inc.

GEV|36828A101

Shares:77

Value:$23.5K

% of Portfolio:0.0% ($23.5K/$446.4M)

74347G440

Shares:1.3K

Value:$22.9K

% of Portfolio:0.0% ($22.9K/$446.4M)

Morningstar, Inc.

MORN|617700109

Shares:77

Value:$22.9K

% of Portfolio:0.0% ($22.9K/$446.4M)

PFIZER INC

PFE|717081103

Shares:899

Value:$22.8K

% of Portfolio:0.0% ($22.8K/$446.4M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:346

Value:$22.0K

% of Portfolio:0.0% ($22.0K/$446.4M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:122

Value:$21.9K

% of Portfolio:0.0% ($21.9K/$446.4M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:62

Value:$21.6K

% of Portfolio:0.0% ($21.6K/$446.4M)

ELI LILLY & Co

LLY|532457108

Shares:26

Value:$21.6K

% of Portfolio:0.0% ($21.6K/$446.4M)

ALLSTATE CORP

ALL|020002101

Shares:104

Value:$21.5K

% of Portfolio:0.0% ($21.5K/$446.4M)

Viatris Inc

VTRS|92556V106

Shares:2.5K

Value:$21.4K

% of Portfolio:0.0% ($21.4K/$446.4M)

464288885

EFG|464288885

Shares:209

Value:$20.9K

% of Portfolio:0.0% ($20.9K/$446.4M)

NETFLIX INC

NFLX|64110L106

Shares:22

Value:$20.5K

% of Portfolio:0.0% ($20.5K/$446.4M)

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:362

Value:$19.3K

% of Portfolio:0.0% ($19.3K/$446.4M)

HUMANA INC

HUM|444859102

Shares:72

Value:$19.1K

% of Portfolio:0.0% ($19.1K/$446.4M)

Accenture plc

ACN|G1151C101

Shares:59

Value:$18.4K

% of Portfolio:0.0% ($18.4K/$446.4M)

ADOBE INC.

ADBE|00724F101

Shares:48

Value:$18.4K

% of Portfolio:0.0% ($18.4K/$446.4M)

BECTON DICKINSON & CO

BDX|075887109

Shares:80

Value:$18.3K

% of Portfolio:0.0% ($18.3K/$446.4M)

78464A797

Shares:344

Value:$18.2K

% of Portfolio:0.0% ($18.2K/$446.4M)

MGM Resorts International

MGM|552953101

Shares:613

Value:$18.2K

% of Portfolio:0.0% ($18.2K/$446.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	330	QoQ 0.00% (+0) YoY -47.20% (-295)	All Managers (Combined)	$23.7K	0.0% ($23.7K/$446.4M)	QoQ +2.20% (+$512) YoY -34.60% (-$12.5K)
GE Vernova Inc.(GEVcusip36828A101)	77	QoQ 0.00% (-0) YoY NEW(+77)	All Managers (Combined)	$23.5K	0.0% ($23.5K/$446.4M)	QoQ -7.18% (-$1.8K) YoY NEW(+$23.5K)
(cusip74347G440)✕	1.3K	QoQ +34.73% (+323) YoY +137.76% (+726)	All Managers (Combined)	$22.9K	0.0% ($22.9K/$446.4M)	QoQ +8.26% (+$1.8K) YoY +34.93% (+$5.9K)
Morningstar, Inc.(MORNcusip617700109)	77	QoQ +1.31% (-1) YoY +1.31% (-1)	All Managers (Combined)	$22.9K	0.0% ($22.9K/$446.4M)	QoQ -10.83% (-$2.8K) YoY -2.24% (-$526)
PFIZER INC(PFEcusip717081103)	899	QoQ +1.35% (-12) YoY +6.76% (-57)	All Managers (Combined)	$22.8K	0.0% ($22.8K/$446.4M)	QoQ -3.21% (-$756) YoY -2.58% (-$604)
CARRIER GLOBAL Corp(CARRcusip14448C104)	346	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$22.0K	0.0% ($22.0K/$446.4M)	QoQ -7.06% (-$1.7K) YoY +9.30% (+$1.9K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	122	QoQ +23.23% (+23) YoY +23.23% (+23)	All Managers (Combined)	$21.9K	0.0% ($21.9K/$446.4M)	QoQ +18.10% (+$3.4K) YoY +27.11% (+$4.7K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	62	QoQ -6.06% (-4) YoY -20.51% (-16)	All Managers (Combined)	$21.6K	0.0% ($21.6K/$446.4M)	QoQ -3.49% (-$785) YoY -20.08% (-$5.4K)
ELI LILLY & Co(LLYcusip532457108)	26	QoQ 0.00% (+0) YoY -21.21% (-7)	All Managers (Combined)	$21.6K	0.0% ($21.6K/$446.4M)	QoQ +7.17% (+$1.4K) YoY -16.02% (-$4.1K)
ALLSTATE CORP(ALLcusip020002101)	104	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$21.5K	0.0% ($21.5K/$446.4M)	QoQ +7.40% (+$1.5K) YoY +19.68% (+$3.5K)
Viatris Inc(VTRScusip92556V106)	2.5K	QoQ +18.70% (-387) YoY +34.64% (-632)	All Managers (Combined)	$21.4K	0.0% ($21.4K/$446.4M)	QoQ -16.97% (-$4.4K) YoY -1.77% (-$386)
(EFGcusip464288885)	209	QoQ -43.81% (-163) YoY NEW(+209)	All Managers (Combined)	$20.9K	0.0% ($20.9K/$446.4M)	QoQ -41.97% (-$15.1K) YoY NEW(+$20.9K)
NETFLIX INC(NFLXcusip64110L106)	22	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$20.5K	0.0% ($20.5K/$446.4M)	QoQ +4.62% (+$907) YoY +53.55% (+$7.2K)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	362	QoQ +0.83% (+3) YoY -10.39% (-42)	All Managers (Combined)	$19.3K	0.0% ($19.3K/$446.4M)	QoQ +0.01% (+$2) YoY +22.51% (-$3.5K)
HUMANA INC(HUMcusip444859102)	72	QoQ 0.00% (+0) YoY +16.12% (-10)	All Managers (Combined)	$19.1K	0.0% ($19.1K/$446.4M)	QoQ +4.29% (+$784) YoY -11.37% (-$2.4K)
Accenture plc(ACNcusipG1151C101)	59	QoQ -6.34% (-4) YoY -19.17% (-14)	All Managers (Combined)	$18.4K	0.0% ($18.4K/$446.4M)	QoQ -16.93% (-$3.8K) YoY -27.24% (-$6.9K)
ADOBE INC.(ADBEcusip00724F101)	48	QoQ -5.88% (-3) YoY -22.58% (-14)	All Managers (Combined)	$18.4K	0.0% ($18.4K/$446.4M)	QoQ -18.82% (-$4.3K) YoY -41.15% (-$12.9K)
BECTON DICKINSON & CO(BDXcusip075887109)	80	QoQ -48.38% (-75) YoY -48.38% (-75)	All Managers (Combined)	$18.3K	0.0% ($18.3K/$446.4M)	QoQ -47.88% (-$16.8K) YoY -52.22% (-$20.0K)
(cusip78464A797)✕	344	QoQ +0.58% (-2) YoY +2.68% (+9)	All Managers (Combined)	$18.2K	0.0% ($18.2K/$446.4M)	QoQ -3.87% (-$734) YoY +15.46% (+$2.4K)
MGM Resorts International(MGMcusip552953101)	613	QoQ 0.00% (-0) YoY +60.89% (+232)	All Managers (Combined)	$18.2K	0.0% ($18.2K/$446.4M)	QoQ -14.45% (-$3.1K) YoY +1.01% (+$182)