Cedar Mountain Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 353Value: $446.4MLatest: 2025Q1

Cedar Mountain Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 353 holdings worth $0.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Page 1 of 18

Sort by:

464287598

IWD|464287598

Shares:415.0K

Value:$78.1M

% of Portfolio:17.5% ($78.1M/$446.4M)

464287614

IWF|464287614

Shares:203.6K

Value:$73.5M

% of Portfolio:16.5% ($73.5M/$446.4M)

464287481

IWP|464287481

Shares:283.2K

Value:$33.3M

% of Portfolio:7.5% ($33.3M/$446.4M)

464287473

IWS|464287473

Shares:254.9K

Value:$32.1M

% of Portfolio:7.2% ($32.1M/$446.4M)

464287804

IJR|464287804

Shares:220.0K

Value:$23.0M

% of Portfolio:5.2% ($23.0M/$446.4M)

78464A474

Shares:731.6K

Value:$22.0M

% of Portfolio:4.9% ($22.0M/$446.4M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:41.7K

Value:$19.5M

% of Portfolio:4.4% ($19.5M/$446.4M)

92204A405

VFH|92204A405

Shares:146.2K

Value:$17.5M

% of Portfolio:3.9% ($17.5M/$446.4M)

808524839

Shares:612.6K

Value:$14.2M

% of Portfolio:3.2% ($14.2M/$446.4M)

92204A504

VHT|92204A504

Shares:48.6K

Value:$12.9M

% of Portfolio:2.9% ($12.9M/$446.4M)

464289479

Shares:224.0K

Value:$11.2M

% of Portfolio:2.5% ($11.2M/$446.4M)

46137V241

Shares:167.4K

Value:$11.1M

% of Portfolio:2.5% ($11.1M/$446.4M)

52468L505

Shares:340.5K

Value:$11.0M

% of Portfolio:2.5% ($11.0M/$446.4M)

921946794

VYMI|921946794

Shares:122.3K

Value:$9.0M

% of Portfolio:2.0% ($9.0M/$446.4M)

78468R200

Shares:255.2K

Value:$7.9M

% of Portfolio:1.8% ($7.9M/$446.4M)

69344A107

Shares:157.5K

Value:$7.8M

% of Portfolio:1.8% ($7.8M/$446.4M)

464287226

Shares:75.7K

Value:$7.5M

% of Portfolio:1.7% ($7.5M/$446.4M)

092528603

Shares:100.0K

Value:$5.2M

% of Portfolio:1.2% ($5.2M/$446.4M)

922042858

VWO|922042858

Shares:108.3K

Value:$4.9M

% of Portfolio:1.1% ($4.9M/$446.4M)

46435U861

Shares:95.6K

Value:$4.6M

% of Portfolio:1.0% ($4.6M/$446.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWDcusip464287598)	415.0K	QoQ +0.34% (+1.4K) YoY +2.48% (+10.1K)	All Managers (Combined)	$78.1M	17.5% ($78.1M/$446.4M)	QoQ +1.98% (+$1.5M) YoY +7.66% (+$5.6M)
(IWFcusip464287614)	203.6K	QoQ -0.46% (-955) YoY -11.00% (-25.2K)	All Managers (Combined)	$73.5M	16.5% ($73.5M/$446.4M)	QoQ -10.50% (-$8.6M) YoY -4.65% (-$3.6M)
(IWPcusip464287481)	283.2K	QoQ -0.27% (-785) YoY +4.74% (+12.8K)	All Managers (Combined)	$33.3M	7.5% ($33.3M/$446.4M)	QoQ -7.56% (-$2.7M) YoY +7.81% (+$2.4M)
(IWScusip464287473)	254.9K	QoQ +0.87% (-2.2K) YoY +3.48% (+8.6K)	All Managers (Combined)	$32.1M	7.2% ($32.1M/$446.4M)	QoQ -1.75% (-$573.8K) YoY +4.00% (+$1.2M)
(IJRcusip464287804)	220.0K	QoQ +1.19% (-2.6K) YoY +6.68% (+13.8K)	All Managers (Combined)	$23.0M	5.2% ($23.0M/$446.4M)	QoQ -8.15% (-$2.0M) YoY +0.93% (+$213.7K)
(cusip78464A474)✕	731.6K	QoQ -0.90% (-6.7K) YoY +8.76% (+59.0K)	All Managers (Combined)	$22.0M	4.9% ($22.0M/$446.4M)	QoQ -0.11% (-$24.7K) YoY +9.97% (+$2.0M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	41.7K	QoQ -0.27% (-116) YoY -7.40% (-3.3K)	All Managers (Combined)	$19.5M	4.4% ($19.5M/$446.4M)	QoQ -8.53% (-$1.8M) YoY -2.20% (-$441.3K)
(VFHcusip92204A405)	146.2K	QoQ -0.24% (-364) YoY +2.40% (+3.4K)	All Managers (Combined)	$17.5M	3.9% ($17.5M/$446.4M)	QoQ +0.93% (-$161.8K) YoY +19.49% (+$2.8M)
(cusip808524839)✕	612.6K	QoQ +8.45% (+47.7K) YoY +72657.24% (+611.8K)	All Managers (Combined)	$14.2M	3.2% ($14.2M/$446.4M)	QoQ +10.64% (+$1.4M) YoY +36526.95% (+$14.1M)
(VHTcusip92204A504)	48.6K	QoQ +2.13% (+1.0K) YoY +303.47% (+36.5K)	All Managers (Combined)	$12.9M	2.9% ($12.9M/$446.4M)	QoQ +6.58% (+$794.0K) YoY +294.83% (+$9.6M)
(cusip464289479)✕	224.0K	QoQ +13.44% (+26.5K) YoY NEW(+224.0K)	All Managers (Combined)	$11.2M	2.5% ($11.2M/$446.4M)	QoQ +16.58% (+$1.6M) YoY NEW(+$11.2M)
(cusip46137V241)✕	167.4K	QoQ +1.72% (+2.8K) YoY -1.26% (-2.1K)	All Managers (Combined)	$11.1M	2.5% ($11.1M/$446.4M)	QoQ +0.67% (+$74.9K) YoY +8.41% (-$862.0K)
(cusip52468L505)✕	340.5K	QoQ +3.91% (+12.8K) YoY +14.49% (+43.1K)	All Managers (Combined)	$11.0M	2.5% ($11.0M/$446.4M)	QoQ +10.21% (+$1.0M) YoY +24.44% (+$2.2M)
(VYMIcusip921946794)	122.3K	QoQ +1.91% (+2.3K) YoY +16.38% (+17.2K)	All Managers (Combined)	$9.0M	2.0% ($9.0M/$446.4M)	QoQ +10.64% (+$866.9K) YoY +24.65% (+$1.8M)
(cusip78468R200)✕	255.2K	QoQ +2.43% (+6.1K) YoY -56.09% (-326.0K)	All Managers (Combined)	$7.9M	1.8% ($7.9M/$446.4M)	QoQ +2.73% (+$209.7K) YoY -56.10% (-$10.1M)
(cusip69344A107)✕	157.5K	QoQ +2.67% (+4.1K) YoY -48.55% (-148.6K)	All Managers (Combined)	$7.8M	1.8% ($7.8M/$446.4M)	QoQ +3.04% (+$231.5K) YoY -48.52% (-$7.4M)
(cusip464287226)✕	75.7K	QoQ +1.88% (+1.4K) YoY NEW(+75.7K)	All Managers (Combined)	$7.5M	1.7% ($7.5M/$446.4M)	QoQ +4.00% (+$288.3K) YoY NEW(+$7.5M)
(cusip092528603)✕	100.0K	QoQ +1.17% (+1.2K) YoY NEW(+100.0K)	All Managers (Combined)	$5.2M	1.2% ($5.2M/$446.4M)	QoQ +1.87% (+$96.6K) YoY NEW(+$5.2M)
(VWOcusip922042858)	108.3K	QoQ +1.38% (+1.5K) YoY +94899.12% (+108.2K)	All Managers (Combined)	$4.9M	1.1% ($4.9M/$446.4M)	QoQ +4.19% (+$197.2K) YoY +102831.43% (+$4.9M)
(cusip46435U861)✕	95.6K	QoQ +0.98% (+929) YoY +2.19% (+2.1K)	All Managers (Combined)	$4.6M	1.0% ($4.6M/$446.4M)	QoQ +3.36% (+$151.1K) YoY +11.43% (+$475.6K)