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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$190B
$6,000 0.0% of portfolio
50
Q4 2024 New
$163B
$0 0.0% of portfolio
24
Q2 2024 Reduced 57.14%
$7.83B
$6,000 0.0% of portfolio
105
Q4 2024 Added 5.0%
$2.61B
$1,000 0.0% of portfolio
165
Q2 2021 New
$104B
$4,000 0.0% of portfolio
50
Q4 2024 Reduced 78.72%
$131B
$16,000 0.0% of portfolio
169
Q3 2024 Added 48.25%
$4.6B
$1,000 0.0% of portfolio
63
Q2 2023 New
$106B
$16,000 0.0% of portfolio
75
Q2 2022 New
$81.2B
$15,000 0.0% of portfolio
45
Q4 2024 Reduced 38.36%
$7.15B
$0 0.0% of portfolio
212
Q4 2020 New
$43.5B
$5,000 0.0% of portfolio
90
Q2 2021 Reduced 52.63%
$1.67B
$1,000 0.0% of portfolio
749
Q4 2019 New
$1.08B
$0 0.0% of portfolio
31
Q2 2022 New
$90.6B
$1,000 0.0% of portfolio
25
Q4 2024 New
$686M
$3,000 0.0% of portfolio
1,000
Q4 2019 New
$64.6B
$11,000 0.0% of portfolio
586
Q4 2024 Reduced 33.41%
$119B
$3,000 0.0% of portfolio
45
Q2 2023 New
$23.9B
$3,000 0.0% of portfolio
92
Q4 2024 Reduced 80.75%
$242B
$2,000 0.0% of portfolio
23
Q3 2024 Reduced 65.15%
$107B
$8,000 0.0% of portfolio
75
Q4 2024 Reduced 25.0%
$24.5B
$13,000 0.0% of portfolio
8
Q4 2024 Added 14.29%
$12.9B
$21,000 0.0% of portfolio
613
Q3 2024 Added 60.89%
$4.48B
$0 0.0% of portfolio
123
Q4 2024 Reduced 83.56%
$716B
$20,000 0.0% of portfolio
26
Q4 2024 Reduced 43.48%
$1.71B
$6,000 0.0% of portfolio
350
Q4 2022 New
$28.7B
$2,000 0.0% of portfolio
52
Q4 2024 Reduced 89.21%
$8.83B
$2,000 0.0% of portfolio
81
Q2 2024 Added 305.0%
$109B
$17,000 0.0% of portfolio
27
Q4 2024 Reduced 15.63%
$0
$11,000 0.0% of portfolio
768
Q1 2020 New

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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