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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Solventum Corp

SOLV|83444M101

Shares:238

Value:$18.1K

% of Portfolio:0.0% ($18.1K/$446.4M)

Otis Worldwide Corp

OTIS|68902V107

Shares:173

Value:$17.8K

% of Portfolio:0.0% ($17.8K/$446.4M)

CONOCOPHILLIPS

COP|20825C104

Shares:169

Value:$17.8K

% of Portfolio:0.0% ($17.8K/$446.4M)

46434V860

Shares:345

Value:$17.5K

% of Portfolio:0.0% ($17.5K/$446.4M)

EXACT SCIENCES CORP

EXAS|30063P105

Shares:400

Value:$17.3K

% of Portfolio:0.0% ($17.3K/$446.4M)

KLA CORP

KLAC|482480100

Shares:25

Value:$17.0K

% of Portfolio:0.0% ($17.0K/$446.4M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:35

Value:$17.0K

% of Portfolio:0.0% ($17.0K/$446.4M)

Donnelley Financial Solutions, Inc.

DFIN|25787G100

Shares:385

Value:$16.8K

% of Portfolio:0.0% ($16.8K/$446.4M)

Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND

IGD|92912T100

Shares:2.7K

Value:$15.8K

% of Portfolio:0.0% ($15.8K/$446.4M)

Cigna Group

CI|125523100

Shares:47

Value:$15.5K

% of Portfolio:0.0% ($15.5K/$446.4M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:72

Value:$15.2K

% of Portfolio:0.0% ($15.2K/$446.4M)

Constellation Energy Corp

CEG|21037T109

Shares:75

Value:$15.2K

% of Portfolio:0.0% ($15.2K/$446.4M)

MARKEL GROUP INC.

MKL|570535104

Shares:8

Value:$15.0K

% of Portfolio:0.0% ($15.0K/$446.4M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:356

Value:$14.9K

% of Portfolio:0.0% ($14.9K/$446.4M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:42

Value:$14.8K

% of Portfolio:0.0% ($14.8K/$446.4M)

33740F276

Shares:723

Value:$14.7K

% of Portfolio:0.0% ($14.7K/$446.4M)

ORACLE CORP

ORCL|68389X105

Shares:105

Value:$14.6K

% of Portfolio:0.0% ($14.6K/$446.4M)

ANALOG DEVICES INC

ADI|032654105

Shares:72

Value:$14.5K

% of Portfolio:0.0% ($14.5K/$446.4M)

TYSON FOODS, INC.

TSN|902494103

Shares:225

Value:$14.4K

% of Portfolio:0.0% ($14.4K/$446.4M)

PIMCO HIGH INCOME FUND

PHK|722014107

Shares:2.9K

Value:$14.0K

% of Portfolio:0.0% ($14.0K/$446.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Solventum Corp(SOLVcusip83444M101)	238	QoQ 0.00% (+0) YoY NEW(+238)	All Managers (Combined)	$18.1K	0.0% ($18.1K/$446.4M)	QoQ +15.11% (+$2.4K) YoY NEW(+$18.1K)
Otis Worldwide Corp(OTIScusip68902V107)	173	QoQ 0.00% (+0) YoY +0.58% (+1)	All Managers (Combined)	$17.8K	0.0% ($17.8K/$446.4M)	QoQ +11.50% (+$1.8K) YoY +4.25% (+$729)
CONOCOPHILLIPS(COPcusip20825C104)	169	QoQ 0.00% (+0) YoY +48.24% (+55)	All Managers (Combined)	$17.8K	0.0% ($17.8K/$446.4M)	QoQ +5.94% (+$997) YoY +22.45% (+$3.3K)
(cusip46434V860)✕	345	QoQ -38.61% (-217) YoY NEW(+345)	All Managers (Combined)	$17.5K	0.0% ($17.5K/$446.4M)	QoQ -38.35% (-$10.9K) YoY NEW(+$17.5K)
EXACT SCIENCES CORP(EXAScusip30063P105)	400	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$17.3K	0.0% ($17.3K/$446.4M)	QoQ -22.95% (-$5.2K) YoY -37.31% (-$10.3K)
KLA CORP(KLACcusip482480100)	25	QoQ -7.40% (-2) YoY -21.87% (-7)	All Managers (Combined)	$17.0K	0.0% ($17.0K/$446.4M)	QoQ -0.10% (-$18) YoY -23.97% (-$5.4K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	35	QoQ -5.40% (-2) YoY -20.45% (-9)	All Managers (Combined)	$17.0K	0.0% ($17.0K/$446.4M)	QoQ +13.88% (-$2.1K) YoY -7.73% (-$1.4K)
Donnelley Financial Solutions, Inc.(DFINcusip25787G100)	385	QoQ 0.00% (-0) YoY NEW(+385)	All Managers (Combined)	$16.8K	0.0% ($16.8K/$446.4M)	QoQ -30.32% (-$7.3K) YoY NEW(+$16.8K)
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND(IGDcusip92912T100)	2.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$15.8K	0.0% ($15.8K/$446.4M)	QoQ +6.45% (+$959) YoY +8.86% (+$1.3K)
Cigna Group(CIcusip125523100)	47	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$15.5K	0.0% ($15.5K/$446.4M)	QoQ +19.13% (+$2.5K) YoY -9.41% (-$1.6K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	72	QoQ -6.49% (-5) YoY -20.87% (-19)	All Managers (Combined)	$15.2K	0.0% ($15.2K/$446.4M)	QoQ -12.34% (-$2.1K) YoY -18.37% (-$3.4K)
Constellation Energy Corp(CEGcusip21037T109)	75	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$15.2K	0.0% ($15.2K/$446.4M)	QoQ -9.70% (-$1.6K) YoY +9.65% (+$1.3K)
MARKEL GROUP INC.(MKLcusip570535104)	8	QoQ 0.00% (+0) YoY +14.28% (+1)	All Managers (Combined)	$15.0K	0.0% ($15.0K/$446.4M)	QoQ +8.30% (+$1.1K) YoY +40.44% (+$4.3K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	356	QoQ +129.67% (+201) YoY +159.85% (+219)	All Managers (Combined)	$14.9K	0.0% ($14.9K/$446.4M)	QoQ +118.30% (+$8.1K) YoY +186.25% (+$9.7K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	42	QoQ -6.66% (-3) YoY NEW(+42)	All Managers (Combined)	$14.8K	0.0% ($14.8K/$446.4M)	QoQ -3.82% (-$589) YoY NEW(+$14.8K)
(cusip33740F276)✕	723	QoQ 0.00% (+0) YoY NEW(+723)	All Managers (Combined)	$14.7K	0.0% ($14.7K/$446.4M)	QoQ +4.10% (+$579) YoY NEW(+$14.7K)
ORACLE CORP(ORCLcusip68389X105)	105	QoQ +0.96% (-1) YoY +0.96% (+1)	All Managers (Combined)	$14.6K	0.0% ($14.6K/$446.4M)	QoQ -15.92% (-$2.8K) YoY +12.50% (+$1.6K)
ANALOG DEVICES INC(ADIcusip032654105)	72	QoQ -6.49% (-5) YoY -20.87% (-19)	All Managers (Combined)	$14.5K	0.0% ($14.5K/$446.4M)	QoQ -11.24% (-$1.8K) YoY -19.32% (-$3.5K)
TYSON FOODS, INC.(TSNcusip902494103)	225	QoQ +141.93% (+132) YoY NEW(+225)	All Managers (Combined)	$14.4K	0.0% ($14.4K/$446.4M)	QoQ +168.75% (+$9.0K) YoY NEW(+$14.4K)
PIMCO HIGH INCOME FUND(PHKcusip722014107)	2.9K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$14.0K	0.0% ($14.0K/$446.4M)	QoQ +0.62% (+$86) YoY -1.01% (-$143)