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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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