Cedar Mountain Advisors, LLC Portfolio Holdings

Cedar Mountain Advisors, LLC

  • $442 Million
  • Q3 2024

Cedar Mountain Advisors, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $442 Million distributed in 342 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Val ETF with a value of $78M, Ishares Russell 1000 Gr ETF with a value of $77.1M, Ishares Russell Midcap Value E with a value of $33M, Ishares Russell Mid Cap Growth with a value of $32.4M, and Ishares Core S&P Sm Cap ETF with a value of $25.4M.

Examining the 13F form we can see an increase of $38M in the current position value, from $404M to 442M.

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

Portfolio value $442 Million
ETFs: $419 Million
Industrials: $6.9 Million
Technology: $6.78 Million
Consumer Cyclical: $3.23 Million
Consumer Defensive: $1.92 Million
Financial Services: $1.52 Million
Utilities: $684,000
Healthcare: $535,000
Other: $978,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$13,000 0.0% of portfolio
350
Q3 2023 New
$41.4B
$8,000 0.0% of portfolio
452
Q4 2022 Reduced 43.64%
$18.9B
$13,000 0.0% of portfolio
79
Q4 2023 Reduced 23.3%
$42.1B
$17,000 0.0% of portfolio
173
Q2 2024 Added 0.58%
$493B
$17,000 0.0% of portfolio
104
Q1 2024 Added 0.97%
$51.5M
$4,000 0.0% of portfolio
5,651
Q4 2019 New
$204M
$0 0.0% of portfolio
100
Q1 2021 Reduced 90.0%
$0
$9,000 0.0% of portfolio
500
Q3 2024 New
$246B
$11,000 0.0% of portfolio
96
Q3 2024 New
$7.89B
$1,000 0.0% of portfolio
81
Q2 2024 Added 305.0%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q2 2024 Added 39.12%
$4.02B
$4,000 0.0% of portfolio
81
Q2 2023 Added 113.16%
$35.6M
$4,000 0.0% of portfolio
6,410
Q3 2023 New
$36.8B
$22,000 0.0% of portfolio
72
Q2 2024 Added 16.13%
$153B
$18,000 0.0% of portfolio
91
Q2 2021 Reduced 52.6%
$0
$0 0.0% of portfolio
82
Q4 2019 New
Hennessy Fds Tr
-
$0 0.0% of portfolio
-
Q1 2024 New
$1.11B
$0 0.0% of portfolio
100
Q2 2024 New
Peakstone Realty Trust
-
$0 0.0% of portfolio
-
Q2 2023 New
$206B
$3,000 0.0% of portfolio
7
Q1 2023 Added 40.0%
$12.9B
$7,000 0.0% of portfolio
500
Q1 2023 Reduced 50.0%
$0
$1,000 0.0% of portfolio
78
Q3 2024 Reduced 97.38%
$39.3B
$15,000 0.0% of portfolio
204
Q3 2024 Reduced 24.44%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q2 2024 New
$42B
$15,000 0.0% of portfolio
154
Q4 2023 New
$1.56B
$1,000 0.0% of portfolio
100
Q3 2021 New
$0
$0 0.0% of portfolio
0
Q3 2024 New
$14.8B
$4,000 0.0% of portfolio
170
Q4 2021 Reduced 48.48%
$0
$16,000 0.0% of portfolio
77
Q4 2023 Reduced 79.25%
$0
$22,000 0.0% of portfolio
1,115
Q3 2024 Added 0.45%
$0
$0 0.0% of portfolio
0
Q3 2024 New
$0
$8,000 0.0% of portfolio
121
Q3 2024 Reduced 8.33%
$0
$11,000 0.0% of portfolio
120
Q1 2024 Added 500.0%
$0
$6,000 0.0% of portfolio
55
Q2 2024 Added 1.85%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 0.42%
$0
$0 0.0% of portfolio
0
Q3 2024 New
$37.3B
$15,000 0.0% of portfolio
65
Q2 2020 Added 96.97%
$0
$2,000 0.0% of portfolio
28
Q1 2020 Added 3.7%
$191B
$12,000 0.0% of portfolio
26
Q3 2024 New
$20.9B
$17,000 0.0% of portfolio
356
Q3 2024 Reduced 12.75%
Ge Healthcare Technologies I
-
$0 0.0% of portfolio
-
Q2 2023 Added 4.0%

Summary

  • Portfolio
  • No. of Stocks 342
  • Current Value $442 Million
  • Prior Value $404 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 35 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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