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
$0
$78 Million 17.65% of portfolio
410,900
Q3 2024 Added 0.36%
$0
$77.1 Million 17.45% of portfolio
205,416
Q3 2024 Reduced 9.46%
$0
$33 Million 7.46% of portfolio
249,347
Q3 2024 Added 0.27%
$0
$32.4 Million 7.34% of portfolio
276,566
Q3 2024 Added 1.37%
$0
$25.4 Million 5.74% of portfolio
216,751
Q3 2024 Added 3.35%
$0
$22.4 Million 5.07% of portfolio
740,563
Q3 2024 Added 9.87%
$0
$20.4 Million 4.62% of portfolio
41,871
Q3 2024 Reduced 6.98%
$0
$16.1 Million 3.65% of portfolio
146,654
Q3 2024 Added 2.06%
$0
$14.1 Million 3.19% of portfolio
296,487
Q3 2024 Added 34,780.82%
$0
$14 Million 3.17% of portfolio
49,708
Q3 2024 Added 293.26%
$0
$11.4 Million 2.58% of portfolio
214,013
Q3 2024 New
$0
$11.4 Million 2.57% of portfolio
169,000
Q3 2024 Reduced 3.36%
$0
$10.2 Million 2.31% of portfolio
328,261
Q3 2024 Added 4.61%
$0
$7.93 Million 1.79% of portfolio
108,061
Q3 2024 Added 0.83%
$0
$7.69 Million 1.74% of portfolio
249,172
Q3 2024 Reduced 59.18%
$0
$7.63 Million 1.73% of portfolio
153,297
Q3 2024 Reduced 52.2%
$0
$4.61 Million 1.04% of portfolio
95,145
Q3 2024 Reduced 0.17%
$123B
$3.66 Million 0.83% of portfolio
13,228
Q3 2024 Added 0.1%
$0
$2.74 Million 0.62% of portfolio
35,983
Q3 2024 Added 6.32%
$0
$2.63 Million 0.6% of portfolio
53,748
Q3 2024 Reduced 11.75%
$0
$2.45 Million 0.56% of portfolio
8,666
Q3 2024 New
$68.5B
$2.19 Million 0.49% of portfolio
63,319
Q3 2024 Added 0.0%
$4.15T
$2.16 Million 0.49% of portfolio
9,272
Q3 2024 Reduced 2.92%
$3.27T
$2.06 Million 0.47% of portfolio
4,796
Q3 2024 Added 0.08%
$0
$2.06 Million 0.47% of portfolio
20,453
Q3 2024 Reduced 1.67%
$0
$1.5 Million 0.34% of portfolio
3,917
Q3 2024 Added 70.97%
$0
$1.11 Million 0.25% of portfolio
5,031
Q3 2024 Added 11.95%
$0
$1.02 Million 0.23% of portfolio
5,832
Q3 2024 Added 663.35%
$597B
$893,000 0.2% of portfolio
1,941
Q3 2024 Added 2.21%
$96.7B
$841,000 0.19% of portfolio
9,524
Q3 2024 Added 90.75%
$0
$808,000 0.18% of portfolio
10,768
Q3 2024 New
$0
$793,000 0.18% of portfolio
15,516
Q3 2024 New
$35.1B
$788,000 0.18% of portfolio
3,667
Q3 2024 Added 0.05%
$60.9B
$719,000 0.16% of portfolio
4,618
Q3 2024 Reduced 0.35%
$1.46T
$717,000 0.16% of portfolio
2,741
Q3 2024 Reduced 0.18%
$349B
$533,000 0.12% of portfolio
4,396
Q3 2024 Added 5.12%
$216B
$510,000 0.12% of portfolio
1,676
Q2 2024 Reduced 0.36%
$0
$504,000 0.11% of portfolio
7,800
Q3 2024 Reduced 5.42%
$0
$408,000 0.09% of portfolio
8,285
Q3 2024 New
$0
$338,000 0.08% of portfolio
1,859
Q3 2024 New
$145B
$372,000 0.08% of portfolio
1,845
Q1 2024 Reduced 11.89%
$0
$357,000 0.08% of portfolio
3,673
Q3 2024 Reduced 12.28%
$182B
$363,000 0.08% of portfolio
585
Q2 2024 Added 0.17%
$90.5B
$289,000 0.07% of portfolio
3,210
Q3 2024 Added 0.78%
$2.33T
$302,000 0.07% of portfolio
1,624
Q3 2024 Reduced 4.02%
$103B
$313,000 0.07% of portfolio
3,220
Q3 2024 Added 10.05%
$406B
$293,000 0.07% of portfolio
725
Q3 2024 Reduced 2.42%
$424B
$289,000 0.07% of portfolio
326
Q4 2023 Added 0.31%
$0
$246,000 0.06% of portfolio
430
Q3 2024 Reduced 21.68%

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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