Cedar Mountain Advisors, LLC Portfolio Holdings

Cedar Mountain Advisors, LLC

  • $404 Million
  • Q2 2024

Cedar Mountain Advisors, LLC has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $404 Million distributed in 348 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 $82.7M, Ishares Russell 1000 Val ETF with a value of $71.4M, Ishares Russell Mid Cap Growth with a value of $30.1M, Ishares Russell Midcap Value E with a value of $30M, and Ishares Core S&P Sm Cap ETF with a value of $22.4M.

Examining the 13F form we can see an increase of $7.26M in the current position value, from $397M to 404M.

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

Portfolio value $404 Million
ETFs: $384 Million
Technology: $6.66 Million
Industrials: $6.28 Million
Consumer Cyclical: $2.35 Million
Consumer Defensive: $1.87 Million
Financial Services: $1.36 Million
Utilities: $519,000
Healthcare: $494,000
Other: $927,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$82.7 Million 20.47% of portfolio
226,876
Q2 2024 Reduced 0.83%
$0
$71.4 Million 17.68% of portfolio
409,407
Q2 2024 Added 1.11%
$0
$30.1 Million 7.45% of portfolio
272,819
Q2 2024 Added 0.89%
$0
$30 Million 7.43% of portfolio
248,687
Q2 2024 Added 0.97%
$0
$22.4 Million 5.54% of portfolio
209,716
Q2 2024 Added 1.69%
$0
$21.6 Million 5.34% of portfolio
45,011
Q2 2024 Reduced -0.0%
$0
$20 Million 4.96% of portfolio
674,014
Q2 2024 Added 0.21%
$0
$18.8 Million 4.66% of portfolio
610,462
Q2 2024 Added 5.04%
$0
$15.9 Million 3.95% of portfolio
320,706
Q2 2024 Added 4.77%
$0
$14.4 Million 3.55% of portfolio
143,688
Q2 2024 Added 0.64%
$0
$11.1 Million 2.75% of portfolio
174,882
Q2 2024 Added 3.14%
$0
$9.3 Million 2.3% of portfolio
313,804
Q2 2024 Added 5.53%
$0
$8.92 Million 2.21% of portfolio
213,747
Q2 2024 Added 0.51%
$0
$7.34 Million 1.82% of portfolio
107,167
Q2 2024 Added 1.97%
$0
$4.22 Million 1.04% of portfolio
95,310
Q2 2024 Added 1.93%
$0
$3.36 Million 0.83% of portfolio
12,640
Q2 2024 Added 5.03%
$0
$2.93 Million 0.73% of portfolio
60,907
Q2 2024 Added 3.37%
$0
$2.59 Million 0.64% of portfolio
33,844
Q2 2024 Added 6.95%
$3.17T
$2.14 Million 0.53% of portfolio
4,792
Q2 2024 Reduced 0.04%
$0
$2.09 Million 0.52% of portfolio
20,800
Q2 2024 Added 1.57%
$72.2B
$2.12 Million 0.52% of portfolio
63,318
Q2 2023 Added 0.21%
$3.5T
$2.01 Million 0.5% of portfolio
9,551
Q2 2024 Reduced 0.58%
$0
$911,000 0.23% of portfolio
4,494
Q2 2024 Reduced 8.02%
$0
$856,000 0.21% of portfolio
2,291
Q2 2024 Added 4.71%
$564B
$772,000 0.19% of portfolio
1,899
Q1 2024 Reduced 3.9%
$32.8B
$722,000 0.18% of portfolio
3,665
Q2 2024 Reduced 0.22%
$68.6B
$686,000 0.17% of portfolio
4,634
Q2 2024 Reduced 0.15%
$694B
$543,000 0.13% of portfolio
2,746
Q2 2024 Added 0.33%
$282B
$516,000 0.13% of portfolio
4,182
Q2 2024 Added 865.82%
$0
$497,000 0.12% of portfolio
8,247
Q2 2024 Added 6.1%
$178B
$435,000 0.11% of portfolio
1,845
Q1 2024 Reduced 11.89%
$185B
$427,000 0.11% of portfolio
1,676
Q2 2024 Reduced 0.36%
$179B
$384,000 0.1% of portfolio
585
Q2 2024 Added 0.17%
$91.4B
$376,000 0.09% of portfolio
4,993
Q2 2024 Added 4.13%
$0
$350,000 0.09% of portfolio
4,187
Q1 2024 Reduced 0.14%
$1.86T
$326,000 0.08% of portfolio
1,692
Q1 2024 Added 0.53%
$362B
$277,000 0.07% of portfolio
326
Q4 2023 Added 0.31%
$111B
$281,000 0.07% of portfolio
1,549
Q2 2024 Added 19.52%
$10.9B
$287,000 0.07% of portfolio
14,559
Q4 2023 Added 53.09%
$0
$298,000 0.07% of portfolio
549
Q2 2024 Added 0.18%
$89.5B
$247,000 0.06% of portfolio
3,185
Q2 2024 Added 0.92%
$368B
$255,000 0.06% of portfolio
743
Q2 2024 Reduced 0.93%
$24.6B
$228,000 0.06% of portfolio
2,200
Q2 2024 Reduced 8.33%
$84.1B
$227,000 0.06% of portfolio
2,926
Q2 2024 Added 0.55%
$148B
$221,000 0.05% of portfolio
979
Q2 2023 Added 1.03%
$401B
$191,000 0.05% of portfolio
1,160
Q1 2023 Added 3.39%
$3.56B
$173,000 0.04% of portfolio
2,852
Q1 2022 Reduced 2.5%
$489B
$156,000 0.04% of portfolio
1,361
Q2 2024 Added 10.74%
$0
$142,000 0.04% of portfolio
1,562
Q2 2024 Added 1.3%

Summary

  • Portfolio
  • No. of Stocks 348
  • Current Value $404 Million
  • Prior Value $397 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 11, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 22 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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