Cedar Mountain Advisors, LLC Portfolio Holdings

Cedar Mountain Advisors, LLC

  • $446 Million
  • Q4 2024

Cedar Mountain Advisors, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $446 Million distributed in 377 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 $82.2M, Ishares Russell 1000 Val ETF with a value of $76.6M, Ishares Russell Mid Cap Growth with a value of $36M, Ishares Russell Midcap Value E with a value of $32.7M, and Ishares Core S&P Sm Cap ETF with a value of $25.1M.

Examining the 13F form we can see an increase of $3.82M in the current position value, from $442M to 446M.

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

Portfolio value $446 Million
ETFs: $424 Million
Industrials: $7.06 Million
Technology: $6.67 Million
Consumer Cyclical: $3.09 Million
Consumer Defensive: $1.89 Million
Financial Services: $1.45 Million
Utilities: $691,000
Healthcare: $454,000
Other: $894,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$82.2 Million 18.43% of portfolio
204,567
Q4 2024 Reduced 0.41%
$0
$76.6 Million 17.17% of portfolio
413,551
Q4 2024 Added 0.65%
$0
$36 Million 8.08% of portfolio
284,013
Q4 2024 Added 2.69%
$0
$32.7 Million 7.33% of portfolio
252,667
Q4 2024 Added 1.33%
$0
$25.1 Million 5.62% of portfolio
217,411
Q4 2024 Added 0.3%
$0
$22 Million 4.95% of portfolio
738,260
Q4 2024 Reduced 0.31%
$0
$21.4 Million 4.79% of portfolio
41,796
Q4 2024 Reduced 0.18%
$0
$17.3 Million 3.88% of portfolio
146,575
Q4 2024 Reduced 0.05%
$0
$12.8 Million 2.88% of portfolio
564,879
Q4 2024 Added 90.52%
$0
$12.1 Million 2.71% of portfolio
47,541
Q4 2024 Reduced 4.36%
$0
$11 Million 2.47% of portfolio
164,576
Q4 2024 Reduced 2.62%
$0
$10 Million 2.24% of portfolio
327,622
Q4 2024 Reduced 0.19%
$0
$9.61 Million 2.15% of portfolio
197,464
Q4 2024 Reduced 7.73%
$0
$8.15 Million 1.83% of portfolio
120,021
Q4 2024 Added 11.07%
$0
$7.66 Million 1.72% of portfolio
249,121
Q4 2024 Reduced 0.02%
$0
$7.6 Million 1.7% of portfolio
153,379
Q4 2024 Added 0.05%
$0
$4.7 Million 1.06% of portfolio
106,821
Q4 2024 Added 119,923.6%
$0
$4.49 Million 1.01% of portfolio
94,635
Q4 2024 Reduced 0.54%
$127B
$3.88 Million 0.87% of portfolio
13,240
Q4 2024 Added 0.09%
$0
$2.74 Million 0.61% of portfolio
35,977
Q4 2024 Reduced 0.02%
$0
$2.51 Million 0.56% of portfolio
8,666
Q3 2024 New
$3.66T
$2.25 Million 0.5% of portfolio
8,992
Q4 2024 Reduced 3.02%
$69.5B
$2.04 Million 0.46% of portfolio
63,319
Q3 2024 Added 0.0%
$3.07T
$1.96 Million 0.44% of portfolio
4,639
Q4 2024 Reduced 3.27%
$0
$1.64 Million 0.37% of portfolio
16,352
Q4 2024 Reduced 20.05%
$0
$1.61 Million 0.36% of portfolio
3,921
Q4 2024 Added 0.1%
$1.11T
$1.08 Million 0.24% of portfolio
2,668
Q4 2024 Reduced 2.66%
$0
$1.07 Million 0.24% of portfolio
4,838
Q4 2024 Reduced 3.84%
$0
$987,000 0.22% of portfolio
5,832
Q3 2024 Added 663.35%
$614B
$879,000 0.2% of portfolio
1,941
Q3 2024 Added 2.21%
$37.4B
$832,000 0.19% of portfolio
3,682
Q4 2024 Added 0.41%
$0
$774,000 0.17% of portfolio
10,768
Q3 2024 New
$0
$777,000 0.17% of portfolio
15,516
Q3 2024 New
$89.4B
$607,000 0.14% of portfolio
8,025
Q4 2024 Reduced 15.74%
$60.4B
$624,000 0.14% of portfolio
4,618
Q3 2024 Reduced 0.35%
$227B
$500,000 0.11% of portfolio
1,726
Q4 2024 Added 2.98%
$333B
$455,000 0.1% of portfolio
3,393
Q4 2024 Reduced 22.82%
$0
$401,000 0.09% of portfolio
8,285
Q3 2024 New
$0
$353,000 0.08% of portfolio
1,859
Q3 2024 New
$165B
$365,000 0.08% of portfolio
581
Q4 2024 Reduced 0.68%
$470B
$333,000 0.07% of portfolio
364
Q4 2024 Added 11.66%
$158B
$304,000 0.07% of portfolio
1,872
Q4 2024 Added 1.46%
$108B
$321,000 0.07% of portfolio
1,818
Q4 2024 Added 19.76%
$0
$253,000 0.06% of portfolio
432
Q4 2024 Added 0.47%
$0
$246,000 0.06% of portfolio
418
Q4 2024 New
$129B
$279,000 0.06% of portfolio
3,072
Q4 2024 Reduced 4.6%
$93.1B
$270,000 0.06% of portfolio
3,288
Q4 2024 Added 2.43%
$424B
$262,000 0.06% of portfolio
676
Q4 2024 Reduced 6.76%
$11.3B
$285,000 0.06% of portfolio
14,559
Q4 2023 Added 53.09%

Summary

  • Portfolio
  • No. of Stocks 377
  • Current Value $446 Million
  • Prior Value $442 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 63 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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