Cedar Mountain Advisors, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Cedar Mountain Advisors, LLC

CIK Number: 0001798986

481.22M
Market Value
337
# of Holdings
14 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IWD iShares Russell...
203.85
+1.30% 414.98K +0.35% 78.08M 137.63 17.49% Share
2 IWF iShares Russell...
458.61
+0.52% 203.61K -0.47% 73.52M 178.85 16.47% Share
3 IWP iShares Russell...
145.25
+1.23% 283.23K -0.28% 33.28M 78.47 7.45% Share
4 IWS iShares Russell...
140.62
+1.61% 254.87K +0.87% 32.11M 95.06 7.19% Share
5 IJR iShares Core S&...
120.07
+2.08% 220.01K +1.20% 23.01M 87.11 5.15% Share
6 SPSB SPDR Portfolio ...
30.26
+0.10% 731.55K -0.91% 22.02M 30.83 4.93% Share
7 QQQ Invesco QQQ Tru...
584.09
+0.58% 41.68K -0.28% 19.54M 194.51 4.38% Share
8 VFH Vanguard Financ...
132.34
+1.57% 146.21K -0.25% 17.47M 80.27 3.91% Share
9 SCHZ Schwab U.S. Agg...
23.55
+0.13% 612.62K +8.45% 14.19M 23.72 3.18% Share
10 VHT Vanguard Health...
259.97
+1.71% 48.56K +2.14% 12.85M 261.1 2.88% Share
11 ILTB iShares Core 10...
50.93
+0.61% 224.01K +13.44% 11.2M 52.88 2.51% Share
12 SPHQ Invesco S&P 500...
72.94
+1.24% 167.42K +1.73% 11.11M 40.11 2.49% Share
13 LVHI Franklin Intern...
34.67
+0.45% 340.46K +3.92% 11.02M 25.21 2.47% Share
14 VYMI Vanguard Intern...
85.66
+0.85% 122.32K +1.92% 9.01M 61.39 2.02% Share
15 FLRN SPDR Bloomberg ...
30.77
+0.02% 255.2K +2.44% 7.87M 30.49 1.76% Share
16 PULS PGIM Ultra Shor...
49.72
+0.04% 157.48K +2.67% 7.83M 49.2 1.75% Share
17 AGG iShares Core U....
100.63
+0.19% 75.7K +1.88% 7.49M 101.23 1.68% Share
18 BINC Blackrock Etf T...
53.27
+0.10% 100.04K +1.18% 5.24M 52.13 1.17% Share
19 VWO Vanguard Emergi...
53.57
+1.23% 108.3K +1.38% 4.9M 44.06 1.10% Share
20 DIVB iShares U.S. Di...
52.25
+1.08% 95.56K +0.98% 4.64M 36.99 1.04% Share
21 ADP Automatic Data ...
298.03
+1.93% 12.98K -1.93% 3.97M 170.99 0.89% Share
22 XLP Consumer Staple...
80.58
+0.80% 37.84K +5.16% 3.09M 76.16 0.69% Share
23 JBND JP Morgan Activ...
54.41
+0.16% 54.65K +6.77% 2.92M 52.33 0.66% Share
24 VTI Vanguard Total ...
324.77
+0.92% 8.77K +1.17% 2.41M 283.06 0.54% Share
25 AAPL Apple Inc.
230.03
+1.43% 8.76K -2.61% 1.95M 106 0.44% Share
26 CSX CSX Corporation
32.85
+2.50% 63.32K +0.00% 1.86M 24.14 0.42% Share
27 MSFT Microsoft Corpo...
501.01
+0.13% 4.56K -1.64% 1.71M 226.97 0.38% Share
28 MINT PIMCO Enhanced ...
100.45
+0.03% 16.69K +2.04% 1.68M 99.19 0.38% Share
29 VUG Vanguard Growth...
469.69
+0.53% 3.54K -9.64% 1.31M 302.87 0.29% Share
30 BRK-B Berkshire Hatha...
496.91
+1.39% 1.9K -1.96% 1.01M 241.91 0.23% Share
31 VTV Vanguard Value ...
186.08
+1.23% 5.61K -3.88% 968.44K 169.66 0.22% Share
32 BR Broadridge Fina...
254.86
+1.90% 3.7K +0.38% 896.1K 124.72 0.20% Share
33 IWM iShares Russell...
240.78
+1.84% 4.34K -10.21% 866.59K 173.23 0.19% Share
34 BND Vanguard Total ...
74.66
+0.21% 10.77K 0.00% 790.91K 75.11 0.18% Share
35 VTEB Vanguard Tax-Ex...
50.02
+0.39% 15.52K 0.00% 769.9K 51.12 0.17% Share
36 TSLA Tesla, Inc.
368.81
+6.04% 2.63K -1.24% 682.89K 115.31 0.15% Share
37 NKE NIKE, Inc.
74.33
+0.11% 8.07K +0.52% 512.12K 96.51 0.11% Share
38 TGT Target Corporat...
91.51
+0.80% 4.62K 0.00% 481.93K 128.52 0.11% Share
39 MCD McDonald's Corp...
308.37
+0.79% 1.49K -13.85% 464.36K 201.94 0.10% Share
40 STNC Hennessy Sustai...
32.93
+0.81% 15.2K -17.39% 453.37K 29.98 0.10% Share
41 VTIP Vanguard Short-...
50.70
-0.02% 8.29K 0.00% 413.42K 49.31 0.09% Share
42 NVDA NVIDIA Corporat...
177.06
-0.15% 3.41K +0.50% 369.61K 29.07 0.08% Share
43 INTU Intuit Inc.
660.52
+0.65% 580 -0.17% 356.33K 268.13 0.08% Share
44 COST Costco Wholesal...
964.32
+0.84% 361 -0.82% 341.16K 385.23 0.08% Share
45 VXF Vanguard Extend...
210.82
+1.53% 1.86K 0.00% 320.23K 181.99 0.07% Share
46 ACI Albertsons Comp...
18.72
+0.92% 14.56K 0.00% 320.15K 17.02 0.07% Share
47 SBUX Starbucks Corpo...
82.36
-0.63% 3.18K +3.58% 312.15K 87.62 0.07% Share
48 BA The Boeing Comp...
219.97
-3.32% 1.82K 0.00% 310.09K 215.69 0.07% Share
49 SO The Southern Co...
92.14
+0.63% 3.31K +0.79% 304.73K 64.72 0.07% Share
50 AMAT Applied Materia...
170.15
+4.12% 1.9K +1.66% 276.23K 100.19 0.06% Share
51 SPY SPDR S&P 500 ET...
657.61
+0.83% 464 +7.41% 259.64K 386.16 0.06% Share
52 CHD Church & Dwight...
94.43
+1.54% 2.2K 0.00% 242.2K 70.34 0.05% Share
53 UNP Union Pacific C...
216.04
+0.40% 961 -0.52% 227.07K 180.54 0.05% Share
54 SR Spire Inc.
76.22
+0.91% 2.85K 0.00% 223.17K 83.31 0.05% Share
55 HD The Home Depot,...
423.33
+2.44% 607 -10.21% 222.59K 228.78 0.05% Share
56 PG The Procter & G...
158.63
+0.81% 1.2K +0.58% 205.19K 134.87 0.05% Share
57 HELO JPMorgan Hedged...
64.89
+0.36% 2.96K -21.12% 176.35K 62.04 0.04% Share
58 AMZN Amazon.com, Inc...
229.95
-0.16% 854 -1.16% 162.48K 114.74 0.04% Share
59 XOM Exxon Mobil Cor...
112.14
-0.32% 1.37K +0.52% 162.47K 73.52 0.04% Share
60 IVV iShares Core S&...
660.91
+0.83% 266 -36.36% 149.36K 588.68 0.03% Share
61 WMT Walmart Inc.
102.63
+2.21% 1.63K -0.97% 142.67K 40.97 0.03% Share
62 META Meta Platforms,...
750.90
-0.14% 246 +4.24% 141.52K 281.85 0.03% Share
63 VXUS Vanguard Total ...
73.33
+1.13% 2.23K +0.27% 138.76K 57.01 0.03% Share
64 JEPI JPMorgan Equity...
57.24
+0.60% 2.25K +100.00% 128.62K 57.14 0.03% Share
65 VNQ Vanguard Real E...
93.26
+1.85% 1.39K -0.64% 126.03K 90.42 0.03% Share
66 IWB iShares Russell...
361.81
+0.84% 368 -1.08% 112.88K 178.3 0.03% Share
67 IBIT iShares Bitcoin...
65.03
+0.77% 2.35K 0.00% 109.86K 44.72 0.02% Share
68 IBM International B...
256.95
+0.03% 432 +0.70% 107.34K 161.81 0.02% Share
69 ILCG iShares Morning...
102.61
+0.51% 1.32K -20.43% 106.91K 41.99 0.02% Share
70 MS Morgan Stanley
156.49
+1.54% 849 -0.93% 99.11K 50.35 0.02% Share
71 WM Waste Managemen...
220.47
+1.28% 392 +0.51% 90.72K 202.34 0.02% Share
72 JEPQ JPMorgan Nasdaq...
56.41
+0.37% 1.72K +100.00% 89.22K 51.78 0.02% Share
73 GOOGL Alphabet Inc.
240.37
+0.50% 556 +57.51% 86K 103.92 0.02% Share
74 FV First Trust Dor...
62.10
+1.08% 1.52K +0.13% 83.44K 31.88 0.02% Share
75 WY Weyerhaeuser Co...
25.83
+2.91% 2.85K +0.64% 83.37K 30.11 0.02% Share
76 GLD SPDR Gold Share...
334.70
-0.17% 285 0.00% 82.12K 142.9 0.02% Share
77 WES Western Midstre...
38.35
+0.18% 1.99K +2.16% 81.51K 20.15 0.02% Share
78 IWY iShares Russell...
266.37
+0.43% 371 +381.82% 78.26K 195.99 0.02% Share
79 BIV Vanguard Interm...
78.56
+0.14% 960 +0.31% 73.5K 74.89 0.02% Share
80 T AT&T Inc.
29.48
+0.98% 2.51K +0.16% 70.99K 22.61 0.02% Share
81 INTC Intel Corporati...
24.61
-0.65% 2.88K +100.00% 65.44K 22.71 0.01% Share
82 GE GE Aerospace
281.46
-0.69% 313 0.00% 62.65K 104.17 0.01% Share
83 MMM 3M Company
159.50
+3.86% 404 0.00% 59.33K 147.43 0.01% Share
84 V Visa Inc.
343.48
+1.59% 167 +28.46% 58.53K 230.22 0.01% Share
85 NWN Northwest Natur...
42.20
+1.76% 1.35K +1.13% 57.54K 61.51 0.01% Share
86 IEI iShares 3-7 Yea...
120.01
+0.03% 477 0.00% 56.35K 120.11 0.01% Share
87 AEE Ameren Corporat...
100.37
+1.09% 556 0.00% 55.82K 87.46 0.01% Share
88 SHY iShares 1-3 Yea...
82.94
+0.04% 673 0.00% 55.68K 82.04 0.01% Share
89 XLV Health Care Sel...
139.68
+1.71% 378 -10.85% 55.19K 107.91 0.01% Share
90 JPM JPMorgan Chase ...
305.50
+1.65% 218 +0.46% 53.39K 137.27 0.01% Share
91 BOND PIMCO Active Bo...
93.65
+0.25% 568 +1.25% 52.51K 106.19 0.01% Share
92 GOOG Alphabet Inc.
240.78
+0.51% 331 -6.5% 51.71K 69.08 0.01% Share
93 ABBV AbbVie Inc.
220.19
+4.04% 243 +0.83% 50.92K 106.47 0.01% Share
94 PAYX Paychex, Inc.
135.46
+1.80% 326 +0.62% 50.35K 88.12 0.01% Share
95 BLK BlackRock, Inc.
1134.42
+2.86% 50 0.00% 47.58K 1025.1 0.01% Share
96 IJT iShares S&P Sma...
142.71
+2.06% 377 +0.27% 46.95K 131.31 0.01% Share
97 RTX RTX Corporation
157.67
+1.72% 350 0.00% 46.35K 63.64 0.01% Share
98 BROS Dutch Bros Inc.
66.52
+2.29% 741 0.00% 45.75K 28.45 0.01% Share
99 WCN Waste Connectio...
178.09
+1.07% 228 0.00% 44.5K 90.79 < 0.01% Share
100 VZ Verizon Communi...
44.15
+1.51% 967 0.00% 43.86K 42.37 < 0.01% Share
101 IWR iShares Russell...
97.50
+1.47% 509 0.00% 43.3K 59.61 < 0.01% Share
102 ISCV iShares Morning...
67.87
+1.61% 727 0.00% 43.11K 47.87 < 0.01% Share
103 CVX Chevron Corpora...
158.25
+0.29% 249 -0.4% 41.71K 120.76 < 0.01% Share
104 FBT First Trust NYS...
178.78
+2.52% 244 0.00% 41.46K 148.86 < 0.01% Share
105 CW Curtiss-Wright ...
511.15
+3.16% 128 0.00% 40.61K 140.88 < 0.01% Share
106 TMO Thermo Fisher S...
491.20
+3.08% 81 -2.41% 40.34K 440.32 < 0.01% Share
107 VIG Vanguard Divide...
216.56
+0.90% 201 +0.50% 38.93K 157.06 < 0.01% Share
108 JNJ Johnson & Johns...
178.50
+1.54% 229 +0.44% 38.01K 149.55 < 0.01% Share
109 PEP PepsiCo, Inc.
144.23
+1.10% 249 0.00% 37.34K 138.67 < 0.01% Share
110 NSC Norfolk Souther...
273.99
+0.60% 150 -25% 35.53K 194.13 < 0.01% Share
111 ITA iShares U.S. Ae...
200.06
+0.58% 231 0.00% 35.35K 110.57 < 0.01% Share
112 FE FirstEnergy Cor...
43.60
+0.83% 854 +1.07% 34.53K 39.79 < 0.01% Share
113 UNH UnitedHealth Gr...
353.64
+1.98% 65 -4.41% 34.16K 317.82 < 0.01% Share
114 USB U.S. Bancorp
49.33
+0.25% 805 +4.27% 33.97K 41.66 < 0.01% Share
115 TDY Teledyne Techno...
565.84
+3.83% 68 0.00% 33.85K 369.65 < 0.01% Share
116 PLTR Palantir Techno...
164.36
-1.43% 400 +14.29% 33.76K 24.55 < 0.01% Share
117 KMPR Kemper Corporat...
53.58
+1.17% 500 0.00% 33.42K 77.5 < 0.01% Share
118 SILA Sila Realty Tru...
25.29
+0.20% 1.25K 0.00% 33.39K 20.62 < 0.01% Share
119 FI Fiserv, Inc.
135.69
+2.69% 151 -6.79% 33.34K 128.93 < 0.01% Share
120 AVA Avista Corporat...
36.45
+0.59% 768 0.00% 32.17K 48.08 < 0.01% Share
121 GRMN Garmin Ltd.
241.06
+2.16% 145 0.00% 31.57K 100.17 < 0.01% Share
122 SCHW The Charles Sch...
93.94
+1.84% 397 +0.25% 31.06K 54.96 < 0.01% Share
123 TRV The Travelers C...
279.38
+2.59% 116 0.00% 30.68K 136.94 < 0.01% Share
124 COF Capital One Fin...
224.28
+0.38% 171 -19.34% 30.66K 89.61 < 0.01% Share
125 COIN Coinbase Global...
323.95
+2.73% 177 0.00% 30.48K 53.08 < 0.01% Share
126 IWN iShares Russell...
177.45
+1.60% 198 +138.55% 29.89K 156.51 < 0.01% Share
127 CAT Caterpillar Inc...
431.35
+1.99% 90 -5.26% 29.79K 169.69 < 0.01% Share
128 AEP American Electr...
108.74
+0.37% 267 +0.75% 29.21K 92.35 < 0.01% Share
129 OIH VanEck Oil Serv...
260.44
+0.14% 111 0.00% 29.17K 208.37 < 0.01% Share
130 IWO iShares Russell...
315.88
+2.00% 114 +137.50% 29.13K 269.11 < 0.01% Share
131 DIS The Walt Disney...
117.06
+1.10% 294 -26.32% 29.07K 134.28 < 0.01% Share
132 ATI ATI Inc.
75.98
-0.54% 535 0.00% 27.84K 20.66 < 0.01% Share
133 PANW Palo Alto Netwo...
198.28
+0.48% 161 -6.4% 27.47K 112.61 < 0.01% Share
134 ABT Abbott Laborato...
132.65
+2.54% 201 +0.50% 26.65K 90.85 < 0.01% Share
135 CRM Salesforce, Inc...
246.23
+1.51% 99 -2.94% 26.64K 207.47 < 0.01% Share
136 EFV iShares MSCI EA...
68.16
+1.04% 446 -33.03% 26.29K 52.47 < 0.01% Share
137 M Macy's, Inc.
17.45
+2.44% 2.07K +1.07% 26.03K 15.49 < 0.01% Share
138 CVS CVS Health Corp...
74.67
+0.95% 371 0.00% 25.14K 44.89 < 0.01% Share
139 ILCB iShares Morning...
91.39
+0.94% 313 0.00% 24.18K 46.51 < 0.01% Share
140 DHR Danaher Corpora...
195.17
+1.34% 118 +0.85% 24.1K 142.35 < 0.01% Share
141 WFC Wells Fargo & C...
81.22
+1.15% 330 0.00% 23.69K 41.82 < 0.01% Share
142 GEV GE Vernova Inc.
634.13
-1.47% 77 0.00% 23.51K 249.26 < 0.01% Share
143 BITO ProShares Bitco...
19.72
+0.72% 1.25K +34.73% 22.95K 18.09 < 0.01% Share
144 MORN Morningstar, In...
256.97
+2.24% 77 +1.32% 22.95K 154.06 < 0.01% Share
145 PFE Pfizer Inc.
24.85
+1.14% 899 +1.35% 22.77K 36.6 < 0.01% Share
146 CARR Carrier Global ...
62.28
-0.35% 346 0.00% 21.96K 37.27 < 0.01% Share
147 TXN Texas Instrumen...
184.35
+0.18% 122 +23.23% 21.92K 159.29 < 0.01% Share
148 SHW The Sherwin-Wil...
368.51
+3.09% 62 -6.06% 21.65K 228.5 < 0.01% Share
149 LLY Eli Lilly and C...
755.95
+0.18% 26 0.00% 21.56K 661.12 < 0.01% Share
150 ALL The Allstate Co...
202.43
+1.20% 104 0.00% 21.54K 112.44 < 0.01% Share