Cedar Mountain Advisors, LLC Portfolio Holdings

Cedar Mountain Advisors, LLC

  • $397 Million
  • Q1 2024

Cedar Mountain Advisors, LLC has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $397 Million distributed in 356 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $77.1M, Ishares Russell 1000 Val ETF with a value of $72.5M, Ishares Russell Mid Cap Growth with a value of $30.9M, Ishares Russell Midcap Value E with a value of $30.9M, and Ishares Core S&P Sm Cap ETF with a value of $22.8M.

Examining the 13F form we can see an increase of $27.6M in the current position value, from $369M to 397M.

Below you can find more details about Cedar Mountain Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $397 Million
ETFs: $376 Million
Industrials: $6.68 Million
Technology: $5.95 Million
Consumer Cyclical: $2.45 Million
Consumer Defensive: $2 Million
Financial Services: $1.44 Million
Healthcare: $521,000
Utilities: $500,000
Other: $931,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$77.1 Million 19.44% of portfolio
228,784
Q1 2024 Reduced 0.47%
$0
$72.5 Million 18.28% of portfolio
404,913
Q1 2024 Added 0.58%
$0
$30.9 Million 7.78% of portfolio
270,410
Q1 2024 Reduced 0.09%
$0
$30.9 Million 7.78% of portfolio
246,299
Q1 2024 Added 0.53%
$0
$22.8 Million 5.75% of portfolio
206,232
Q1 2024 Added 0.49%
$0
$20 Million 5.05% of portfolio
672,572
Q1 2024 Added 0.21%
$0
$20 Million 5.04% of portfolio
45,012
Q1 2024 Reduced 0.67%
$0
$17.9 Million 4.52% of portfolio
581,196
Q1 2024 Added 2.59%
$0
$15.2 Million 3.83% of portfolio
306,111
Q1 2024 Added 2.7%
$0
$14.6 Million 3.68% of portfolio
142,771
Q1 2024 Reduced 0.21%
$0
$10.2 Million 2.58% of portfolio
169,555
Q1 2024 Added 0.78%
$0
$8.95 Million 2.26% of portfolio
212,659
Q1 2024 Reduced 0.41%
$0
$8.86 Million 2.23% of portfolio
297,368
Q1 2024 Added 1.45%
$0
$7.23 Million 1.82% of portfolio
105,101
Q1 2024 Added 2.74%
$0
$4.16 Million 1.05% of portfolio
93,509
Q1 2024 Added 1.55%
$99.1B
$3.31 Million 0.83% of portfolio
13,257
Q1 2024 Reduced 0.43%
$0
$2.84 Million 0.72% of portfolio
58,923
Q1 2024 Added 2.96%
$0
$2.42 Million 0.61% of portfolio
31,644
Q1 2024 Added 1.89%
$70.3B
$2.35 Million 0.59% of portfolio
63,318
Q2 2023 Added 0.21%
$0
$2.06 Million 0.52% of portfolio
20,478
Q1 2024 Added 1.86%
$3.33T
$2.02 Million 0.51% of portfolio
4,794
Q1 2024 Added 0.06%
$3.38T
$1.65 Million 0.42% of portfolio
9,607
Q1 2024 Reduced 2.6%
$0
$1.03 Million 0.26% of portfolio
4,886
Q1 2024 Added 0.25%
$68.1B
$822,000 0.21% of portfolio
4,641
Q1 2024 Added 0.35%
$529B
$798,000 0.2% of portfolio
1,899
Q1 2024 Reduced 3.9%
$0
$753,000 0.19% of portfolio
2,188
Q1 2024 Added 9.95%
$30.4B
$752,000 0.19% of portfolio
3,673
Q1 2024 Added 0.05%
$625B
$481,000 0.12% of portfolio
2,737
Q1 2024 Reduced 3.52%
$0
$468,000 0.12% of portfolio
7,773
Q1 2024 Reduced 13.35%
$187B
$474,000 0.12% of portfolio
1,682
Q4 2023 Added 0.36%
$94.9B
$450,000 0.11% of portfolio
4,795
Q1 2024 Reduced 11.43%
$308B
$391,000 0.1% of portfolio
433
Q3 2023 Added 40.58%
$185B
$379,000 0.1% of portfolio
584
Q1 2024 Added 0.17%
$203B
$380,000 0.1% of portfolio
1,845
Q1 2024 Reduced 11.89%
$0
$362,000 0.09% of portfolio
4,187
Q1 2024 Reduced 0.14%
$1.97T
$305,000 0.08% of portfolio
1,692
Q1 2024 Added 0.53%
$10.6B
$312,000 0.08% of portfolio
14,559
Q4 2023 Added 53.09%
$352B
$287,000 0.07% of portfolio
750
Q1 2024 Added 2.18%
$89.3B
$265,000 0.07% of portfolio
2,910
Q1 2024 Added 0.45%
$0
$286,000 0.07% of portfolio
548
Q1 2024 Added 31.41%
$25.2B
$250,000 0.06% of portfolio
2,400
Q4 2019 New
$84.4B
$226,000 0.06% of portfolio
3,156
Q1 2024 Added 1.02%
$108B
$250,000 0.06% of portfolio
1,296
Q1 2024 Added 175.74%
$139B
$240,000 0.06% of portfolio
979
Q2 2023 Added 1.03%
$376B
$238,000 0.06% of portfolio
326
Q4 2023 Added 0.31%
$391B
$188,000 0.05% of portfolio
1,160
Q1 2023 Added 3.39%
$0
$141,000 0.04% of portfolio
1,542
Q1 2024 Reduced 21.96%
$3.19B
$175,000 0.04% of portfolio
2,852
Q1 2022 Reduced 2.5%
$480B
$142,000 0.04% of portfolio
1,229
Q3 2023 Reduced 36.55%

Summary

  • Portfolio
  • No. of Stocks 356
  • Current Value $397 Million
  • Prior Value $369 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 16, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 43 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Cedar Mountain Advisors, LLC Portfolio

Follow Cedar Mountain Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cedar Mountain Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cedar Mountain Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email