Cedar Mountain Advisors, LLC Portfolio Holdings by Sector
Cedar Mountain Advisors, LLC
- $503 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWF IWD IWP IWS IJR QQQ SPSB VFH 108 stocks |
$470,993
93.79% of portfolio
|
48
|
22
|
22
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$5,037
1.0% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2,877
0.57% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL PANW CRWD CHKP SNPS ZS 14 stocks |
$2,692
0.54% of portfolio
|
12
|
1
|
7
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX UNP NSC WAB 4 stocks |
$2,528
0.5% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONO 2 stocks |
$2,375
0.47% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F NIO RIVN GM 5 stocks |
$1,591
0.32% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
BR IBM FISV ACN KD EXLS LDOS EPAM 8 stocks |
$1,422
0.28% of portfolio
|
7
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO INTC TXN NVTS LSCC LASR TSM 21 stocks |
$1,104
0.22% of portfolio
|
15
|
4
|
10
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
TGT COST WMT BJ 4 stocks |
$949
0.19% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B HIG 2 stocks |
$948
0.19% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX BROS CMG QSR JACK BLMN 7 stocks |
$791
0.16% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO AEE ED FE AEP PEG ES NEE 15 stocks |
$607
0.12% of portfolio
|
14
|
- |
9
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU COIN CRM NOW RIOT UBER SHOP SNOW 17 stocks |
$566
0.11% of portfolio
|
14
|
1
|
10
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA RTX CW GD NOC LMT KTOS TDG 10 stocks |
$548
0.11% of portfolio
|
8
|
1
|
7
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE ONON SHOO CAL WWW 5 stocks |
$490
0.1% of portfolio
|
3
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT KLAC ASML ACMR AMBA ICHR UCTT COHU 8 stocks |
$468
0.09% of portfolio
|
6
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG PINS SPOT Z IAC SNAP 11 stocks |
$441
0.09% of portfolio
|
7
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CHD UL CL NWL HELE 6 stocks |
$422
0.08% of portfolio
|
6
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX TTE 3 stocks |
$394
0.08% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK IGD PHK ETY HYT AMP BX EAD 9 stocks |
$375
0.07% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
SR NWN NI 3 stocks |
$361
0.07% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY CHWY BABA 4 stocks |
$331
0.07% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ MRK LLY PFE NVS GILD BMY 11 stocks |
$292
0.06% of portfolio
|
10
|
1
|
5
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$262
0.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
ACI 1 stocks |
$254
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS SCHW DFIN IREN GS PIPR MARA 7 stocks |
$233
0.05% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ CMCSA BCE TMUS LUMN GOGO CHTR 9 stocks |
$186
0.04% of portfolio
|
9
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C 4 stocks |
$179
0.04% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V COF MA UPST AXP PYPL PRAA BFH 9 stocks |
$164
0.03% of portfolio
|
7
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM WCN RSG HSC 4 stocks |
$141
0.03% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV CB KMPR MKL ALL WRB 6 stocks |
$136
0.03% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE OTIS PH GNRC SMR DCI ITW EMR 15 stocks |
$135
0.03% of portfolio
|
10
|
1
|
10
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB TFC CBSH PNC COLB HFWA HAFC CUBI 21 stocks |
$119
0.02% of portfolio
|
20
|
- |
18
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON SEB 3 stocks |
$108
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS WBD PLAY 4 stocks |
$93
0.02% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WES ET ENB 3 stocks |
$92
0.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY GRMN CGNX ITRI MLAB 5 stocks |
$84
0.02% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO EXAS MEDP DGX MYGN 6 stocks |
$81
0.02% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
WY CCI HASI 3 stocks |
$76
0.02% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK MDT SNN PODD BSX INSP TMDX 8 stocks |
$73
0.01% of portfolio
|
8
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS UNH CI CLOV CNC 5 stocks |
$71
0.01% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$57
0.01% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP CTRA LPI DVN EOG OXY CRGY SM 9 stocks |
$52
0.01% of portfolio
|
9
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR OC JCI TT APOG NX 6 stocks |
$44
0.01% of portfolio
|
6
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
ATI IIIN PRLB 3 stocks |
$43
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI UHAL R WSC HTZ RCII 6 stocks |
$42
0.01% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$39
0.01% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
M KSS 2 stocks |
$38
0.01% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX ISRG WST 3 stocks |
$37
0.01% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX EYPT ONCY XNCR ARWR RCUS MRNA VIR 10 stocks |
$36
0.01% of portfolio
|
6
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT AGCO ASTE TWI 5 stocks |
$34
0.01% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MORN SPGI CME MCO ICE NDAQ 6 stocks |
$33
0.01% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO HPE VSAT PI NOK 5 stocks |
$32
0.01% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
AVA AES HE 3 stocks |
$31
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW EMN ECL CC NGVT KOP 6 stocks |
$30
0.01% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
VTRS ZTS 2 stocks |
$27
0.01% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MGM 1 stocks |
$26
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG FLNC BEP ORA CWEN 5 stocks |
$26
0.01% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
GFI FNV AEM 3 stocks |
$25
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX AEO SCVL CRI URBN BOOT VSCO 7 stocks |
$24
0.0% of portfolio
|
7
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN ADM 2 stocks |
$24
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX UPS 2 stocks |
$23
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
BE VRT AEIS POWL PLUG 5 stocks |
$22
0.0% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
TECK MP SLI 3 stocks |
$21
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH FN GLW TTMI VICR 5 stocks |
$21
0.0% of portfolio
|
5
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
QUBT IONQ HPQ PSTG INVE CRSR 6 stocks |
$20
0.0% of portfolio
|
3
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP PKG 2 stocks |
$18
0.0% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC ULTA ORLY AAP HZO CASY SBH EYE 9 stocks |
$17
0.0% of portfolio
|
8
|
- |
8
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK CAH 2 stocks |
$17
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$16
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS DAR MKC BYND BRBR 5 stocks |
$14
0.0% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI 1 stocks |
$12
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR EME STRL MYRG 4 stocks |
$11
0.0% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
UAL DAL AAL ALK SNCY JBLU ALGT 7 stocks |
$11
0.0% of portfolio
|
5
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX SUN VLO PARR 4 stocks |
$11
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Uranium | Energy
UUUU DNN UEC 3 stocks |
$10
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
LEVI COLM UA OXM HBI 5 stocks |
$10
0.0% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
PEAK WELL GEO 3 stocks |
$9
0.0% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Other Precious Metals & Mining | Basic Materials
EXK NEWP 2 stocks |
$9
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
REXR PLD PSA 3 stocks |
$9
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW ASIX CE 3 stocks |
$8
0.0% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
AKR IVT 2 stocks |
$8
0.0% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
WTRG AWK 2 stocks |
$7
0.0% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$7
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG RCL 2 stocks |
$6
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
TILE ETD LEG LZB AMWD 5 stocks |
$6
0.0% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$5
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU MET 2 stocks |
$5
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
ELY PTON 2 stocks |
$4
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LGIH PHM DFH IBP CCS SKY 6 stocks |
$4
0.0% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$4
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
$4
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Mortgage Finance | Financial Services
UWMC COOP ECPG 3 stocks |
$3
0.0% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$3
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
DAN AXL FOXF MNRO ADNT XPEL SMP 7 stocks |
$3
0.0% of portfolio
|
7
|
- |
7
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
NTR 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Silver | Basic Materials
PAAS 1 stocks |
$2
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
AVB MAA 2 stocks |
$1
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
DXPE 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
CLF TMST 2 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Drilling | Energy
PTEN HP 2 stocks |
$1
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
WGO 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
LBRT HLX TDW DNOW 4 stocks |
$1
0.0% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Trucking | Industrials
ARCB 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
SIG 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aluminum | Basic Materials
CENX 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
PEB INN 2 stocks |
$0
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
SFL 1 stocks |
$0
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ARLO REZI 2 stocks |
$0
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
AIZ 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
BTU 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Coking Coal | Basic Materials
AMR 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Solar | Technology
RUN 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
BCC 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
SCSC 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Textile Manufacturing | Consumer Cyclical
AIN 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
KMT 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
BXP 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|