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


  • 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
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