Cedar Mountain Advisors

Latest statistics and disclosures from Cedar Mountain Advisors's latest quarterly 13F-HR filing:

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Positions held by Cedar Mountain Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cedar Mountain Advisors

Cedar Mountain Advisors holds 693 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Cedar Mountain Advisors has 693 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Russell 1000 Growth Etf Etf (IWF) 17.8 $92M -4% 196k 468.41
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Ishares Russell 1000 Value Etf Etf (IWD) 15.9 $82M -3% 401k 203.59
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Ishares Russell Mid-cap Growth Etf Etf (IWP) 7.5 $39M -3% 272k 142.41
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Ishares Russell Mid-cap Value Etf Etf (IWS) 6.9 $35M 252k 139.67
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Ishares Core S&p Small Cap Etf Etf (IJR) 5.2 $27M 223k 118.83
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Invesco Qqq Trust Series I Etf (QQQ) 4.8 $25M -3% 41k 600.37
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Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 4.0 $21M -2% 680k 30.29
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Vanguard Financials Etf Etf (VFH) 3.7 $19M -2% 144k 131.24
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Schwab Us Aggregate Bond Etf Etf (SCHZ) 3.0 $15M +3% 646k 23.47
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Vanguard Health Care Etf Etf (VHT) 2.6 $13M +2% 51k 259.60
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Ishares Core 10 Year Usd Bond Etf Etf (ILTB) 2.4 $12M +5% 242k 50.49
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Franklin International Low Volatility High Dividend Index Etf Etf (LVHI) 2.3 $12M -2% 336k 34.75
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Vanguard International High Dividend Yield Etf Etf (VYMI) 2.3 $12M +9% 138k 84.68
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Invesco S&p 500 Quality Etf Etf (SPHQ) 2.0 $10M -17% 141k 73.29
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Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) 1.5 $7.7M 250k 30.86
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Pgim Ultra Short Bond Etf Etf (PULS) 1.5 $7.7M 155k 49.83
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 1.4 $7.3M 73k 100.25
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Ishares Flexible Income Active Etf Etf (BINC) 1.3 $6.5M +18% 122k 53.24
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.2 $6.2M +2% 115k 54.18
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Ishares Msci Eafe Etf Etf (EFA) 1.1 $5.9M NEW 63k 93.37
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Ishares Core Dividend Etf Etf (DIVB) 1.0 $5.3M +3% 102k 52.25
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Automatic Data Processing Stock (ADP) 1.0 $5.0M +30% 17k 293.51
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Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB) 1.0 $5.0M NEW 102k 49.03
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Jpmorgan Active Bond Etf Etf (JBND) 0.6 $3.2M +11% 59k 54.16
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Vanguard Total Stock Market Etf Etf (VTI) 0.6 $2.9M 8.8k 328.16
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Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.5 $2.8M -8% 35k 78.37
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Microsoft Corp Stock (MSFT) 0.5 $2.5M +6% 4.8k 517.93
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Apple Stock (AAPL) 0.5 $2.4M +9% 9.3k 254.64
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Csx Corp Stock (CSX) 0.4 $2.3M 63k 35.51
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Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.4 $2.1M +24% 21k 100.69
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Vanguard Growth Etf Etf (VUG) 0.3 $1.7M 3.5k 479.67
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Tesla Stock (TSLA) 0.3 $1.6M +28% 3.5k 444.72
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Broadridge Finl Solutions Stock (BR) 0.2 $1.3M +44% 5.4k 238.16
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Vanguard Value Etf Etf (VTV) 0.2 $1.0M 5.6k 186.49
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Ishares Russell 2000 Etf Etf (IWM) 0.2 $982k -2% 4.1k 241.96
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $946k 1.9k 502.74
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Vanguard Total Bond Market Etf Etf (BND) 0.2 $801k 11k 74.37
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Nvidia Corporation Stock (NVDA) 0.2 $794k +24% 4.3k 186.57
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Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $777k 16k 50.07
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Hennessy Sustainable Etf Etf 0.1 $497k NEW 15k 32.67
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Nike Inc Cl B Stock (NKE) 0.1 $473k -14% 6.8k 69.73
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Mcdonalds Corp Stock (MCD) 0.1 $469k +3% 1.5k 303.95
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Target Corp Stock (TGT) 0.1 $421k 4.7k 89.70
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Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.1 $420k +32% 8.3k 50.63
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Intuit Stock (INTU) 0.1 $400k 586.00 683.05
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Applied Matls Stock (AMAT) 0.1 $397k +2% 1.9k 204.69
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Vanguard Extended Market Etf Etf (VXF) 0.1 $389k 1.9k 209.34
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Boeing Stock (BA) 0.1 $385k 1.8k 215.85
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Spdr S&p 500 Etf Trust Etf (SPY) 0.1 $369k +2% 554.00 665.76
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Costco Whsl Corp Stock (COST) 0.1 $351k +4% 379.00 925.45
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Exxon Mobil Corp Stock (XOM) 0.1 $330k +130% 2.9k 112.76
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Southern Stock (SO) 0.1 $325k +2% 3.4k 94.78
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Bank New York Mellon Corp Stock (BK) 0.1 $322k NEW 3.0k 108.96
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Amazon Stock (AMZN) 0.1 $318k +51% 1.5k 219.57
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Jpmorgan International Research Enhanced Equity Etf Etf (JIRE) 0.1 $296k +538% 4.0k 73.54
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Starbucks Corp Stock (SBUX) 0.1 $273k 3.2k 84.60
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Home Depot Stock (HD) 0.0 $256k +3% 631.00 404.94
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Albertsons Cos Stock (ACI) 0.0 $255k 15k 17.51
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Invesco Nasdaq 100 Etf Etf (QQQM) 0.0 $240k 969.00 247.12
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Spire Stock (SR) 0.0 $233k 2.9k 81.52
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Union Pac Corp Stock (UNP) 0.0 $231k 978.00 236.44
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Meta Platforms Inc Cl A Stock (META) 0.0 $220k +21% 300.00 733.74
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Procter And Gamble Stock (PG) 0.0 $216k +16% 1.4k 153.63
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Church & Dwight Stock (CHD) 0.0 $196k 2.2k 87.63
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Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 0.0 $192k 3.0k 65.00
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Walmart Stock (WMT) 0.0 $179k +6% 1.7k 103.08
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Ishares Core S&p 500 Etf Etf (IVV) 0.0 $179k 267.00 670.41
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Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $155k 2.4k 65.00
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Morgan Stanley Stock (MS) 0.0 $154k +13% 967.00 158.94
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Spdr Gold Shares Etf (GLD) 0.0 $145k +43% 408.00 355.47
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Ishares Russell 1000 Etf Etf (IWB) 0.0 $135k 368.00 365.48
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Northwest Nat Hldg Stock (NWN) 0.0 $129k +101% 2.9k 44.93
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Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $129k 2.3k 57.10
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Ishares Morningstar Growth Etf Etf (ILCG) 0.0 $125k -9% 1.2k 104.30
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.0 $116k +33% 477.00 243.22
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Visa Inc Com Cl A Stock (V) 0.0 $108k +94% 315.00 341.52
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At&t Stock (T) 0.0 $106k +48% 3.8k 28.24
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Broadcom Stock (AVGO) 0.0 $106k +87% 320.00 329.91
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International Business Machs Stock (IBM) 0.0 $102k +8% 360.00 282.27
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Jpmorgan Chase & Co Stock (JPM) 0.0 $101k +47% 321.00 315.81
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Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $100k NEW 707.00 140.95
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Intel Corp Stock (INTC) 0.0 $98k -13% 2.9k 33.55
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Vanguard Total International Stock Etf Etf (VXUS) 0.0 $95k -33% 1.3k 73.48
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First Trust Dorsey Wright Focus 5 Etf Etf (FV) 0.0 $95k 1.5k 61.92
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Waste Mgmt Inc Del Stock (WM) 0.0 $93k +7% 423.00 220.69
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Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.0 $92k -7% 1.6k 57.52
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Ge Aerospace Stock (GE) 0.0 $91k -3% 302.00 300.34
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $90k +11% 370.00 243.55
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Western Midstream Partners Lp Com Unit Lp Int Stock (WES) 0.0 $82k +2% 2.1k 39.29
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Us Bancorp Del Stock (USB) 0.0 $80k +63% 1.7k 48.32
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Vanguard Intermediate-term Bond Etf Etf (BIV) 0.0 $77k NEW 979.00 78.10
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Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $76k +4% 417.00 182.42
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Abbvie Stock (ABBV) 0.0 $73k +29% 317.00 231.70
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Weyerhaeuser Co Mtn Be Reit (WY) 0.0 $72k 2.9k 24.79
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Rtx Corporation Stock (RTX) 0.0 $71k +21% 426.00 167.15
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Curtiss Wright Corp Stock (CW) 0.0 $70k 128.00 542.94
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Johnson & Johnson Stock (JNJ) 0.0 $68k +60% 369.00 185.28
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Blackrock Stock (BLK) 0.0 $65k +9% 56.00 1161.04
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Chevron Corp Stock (CVX) 0.0 $63k +88% 405.00 155.11
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3M Stock (MMM) 0.0 $63k 404.00 155.18
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Ameren Corp Stock (AEE) 0.0 $60k +3% 576.00 104.38
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Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $60k 177.00 337.49
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Consolidated Edison Stock (ED) 0.0 $59k NEW 586.00 100.52
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Pimco Active Bond Exchange-traded Fund Etf (BOND) 0.0 $58k 617.00 93.41
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Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $57k -32% 477.00 119.51
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Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $56k 269.00 209.65
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Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $56k +214% 176.00 320.04
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Merck & Co Stock (MRK) 0.0 $56k +2691% 670.00 83.91
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Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.0 $56k 673.00 82.96
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Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $55k +222% 313.00 176.81
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Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $54k 379.00 141.43
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Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $53k 378.00 139.17
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Verizon Communications Stock (VZ) 0.0 $52k +20% 1.2k 43.96
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Oracle Corp Stock (ORCL) 0.0 $49k +66% 175.00 281.71
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Ishares Russell Midcap Etf Etf (IWR) 0.0 $49k 509.00 96.55
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Ishares Morningstar Small Cap Value Etf Etf (ISCV) 0.0 $48k 727.00 66.64
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Netflix Stock (NFLX) 0.0 $48k +33% 40.00 1198.92
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Eli Lilly & Co Stock (LLY) 0.0 $47k +520% 62.00 764.08
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Ge Vernova Stock (GEV) 0.0 $46k -3% 74.00 615.24
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Norfolk Southn Corp Stock (NSC) 0.0 $45k 150.00 300.41
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Vanguard S&p 500 Etf Etf (VOO) 0.0 $45k NEW 73.00 612.38
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Coreweave Inc Com Cl A Stock (CRWV) 0.0 $44k NEW 320.00 136.85
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Ati Stock (ATI) 0.0 $44k 535.00 81.34
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Firstenergy Corp Stock (FE) 0.0 $43k +8% 938.00 45.83
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Disney Walt Stock (DIS) 0.0 $42k +25% 370.00 114.51
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Paychex Stock (PAYX) 0.0 $42k 331.00 126.83
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Schwab Charles Corp Stock (SCHW) 0.0 $41k +7% 425.00 95.48
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Waste Connections Stock (WCN) 0.0 $40k 228.00 175.80
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Teledyne Technologies Stock (TDY) 0.0 $40k 68.00 586.04
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Capital One Finl Corp Stock (COF) 0.0 $40k +9% 187.00 212.58
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Travelers Companies Stock (TRV) 0.0 $39k +20% 140.00 279.22
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Dutch Bros Inc Cl A Stock (BROS) 0.0 $39k 741.00 52.34
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Pepsico Stock (PEP) 0.0 $39k +10% 275.00 140.44
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Macys Stock (M) 0.0 $38k 2.1k 17.93
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Bank America Corp Stock (BAC) 0.0 $37k +101% 719.00 51.56
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Palo Alto Networks Stock (PANW) 0.0 $36k +11% 179.00 203.62
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Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $36k +50% 317.00 113.91
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Garmin Stock (GRMN) 0.0 $36k 147.00 245.50
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American Elec Pwr Stock (AEP) 0.0 $36k +17% 316.00 112.52
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Kla Corp Stock (KLAC) 0.0 $35k +28% 32.00 1078.59
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Abbott Labs Stock (ABT) 0.0 $34k +27% 257.00 133.80
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Vanguard Real Estate Etf Etf (VNQ) 0.0 $33k -73% 363.00 91.41
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Honeywell Intl Stock (HON) 0.0 $33k +116% 156.00 210.50
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United Rentals Stock (URI) 0.0 $33k NEW 34.00 954.65
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Cisco Sys Stock (CSCO) 0.0 $32k +115% 468.00 68.43
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Sila Realty Trust Reit (SILA) 0.0 $31k 1.3k 25.10
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Ishares Msci Eafe Value Etf Etf (EFV) 0.0 $31k 456.00 67.80
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Conocophillips Stock (COP) 0.0 $30k +58% 316.00 94.69
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Wells Fargo Stock (WFC) 0.0 $30k +23% 353.00 83.82
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Grayscale Ethereum Mini Trust Etf Etf (ETH) 0.0 $29k NEW 750.00 39.18
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Avista Corp Stock (AVA) 0.0 $29k 769.00 37.79
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Ishares Morningstar U.s. Equity Etf Etf (ILCB) 0.0 $29k 313.00 92.42
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Vaneck Oil Services Etf Etf (OIH) 0.0 $29k 111.00 260.59
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Cvs Health Corp Stock (CVS) 0.0 $28k 371.00 75.39
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Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY) 0.0 $28k +46% 1.1k 24.99
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Unitedhealth Group Stock (UNH) 0.0 $27k +44% 78.00 347.38
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Salesforce Stock (CRM) 0.0 $27k +14% 113.00 237.92
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Public Svc Enterprise Grp Stock (PEG) 0.0 $27k NEW 319.00 83.46
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Mgm Resorts International Stock (MGM) 0.0 $26k 762.00 34.66
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Chubb Stock (CB) 0.0 $26k +155% 92.00 282.25
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Kemper Corp Stock (KMPR) 0.0 $26k 500.00 51.55
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Fiserv Stock (FI) 0.0 $25k +29% 196.00 128.93
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Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 0.0 $25k NEW 427.00 59.17
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Texas Instrs Stock (TXN) 0.0 $25k +12% 137.00 183.73
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Danaher Corporation Stock (DHR) 0.0 $25k +6% 126.00 198.19
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Constellation Energy Corp Stock (CEG) 0.0 $25k 76.00 327.32
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Markel Group Stock (MKL) 0.0 $25k +62% 13.00 1911.38
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Proshares Bitcoin Etf Etf (BITO) 0.0 $25k -30% 1.3k 19.69
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Ishares S&p 500 Value Etf Etf (IVE) 0.0 $25k NEW 118.00 207.31
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Viatris Stock (VTRS) 0.0 $24k 2.5k 9.90
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Pfizer Stock (PFE) 0.0 $24k +2% 937.00 25.47
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Thermo Fisher Scientific Stock (TMO) 0.0 $23k -40% 48.00 486.56
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Vanguard Utilities Etf Etf (VPU) 0.0 $23k NEW 122.00 189.41
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Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $23k +9% 46.00 490.37
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Allstate Corp Stock (ALL) 0.0 $22k 104.00 214.65
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Ford Mtr Stock (F) 0.0 $22k +16% 1.9k 11.96
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Altria Group Stock (MO) 0.0 $22k +56% 336.00 66.06
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Tjx Cos Stock (TJX) 0.0 $22k +35% 153.00 144.54
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Bloom Energy Corp Com Cl A Stock (BE) 0.0 $22k 259.00 84.57
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Exact Sciences Corp Stock (EXAS) 0.0 $22k 400.00 54.71
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Becton Dickinson & Co Stock (BDX) 0.0 $22k +43% 115.00 187.17
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Comcast Corp New Cl A Stock (CMCSA) 0.0 $22k +824% 684.00 31.42
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Sherwin Williams Stock (SHW) 0.0 $22k 62.00 346.26
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Carrier Global Corporation Stock (CARR) 0.0 $21k +2% 356.00 59.66
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Gold Fields Adr (GFI) 0.0 $21k 500.00 41.96
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Spdr S&p Bank Etf Etf (KBE) 0.0 $21k 348.00 59.50
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Riot Platforms Stock (RIOT) 0.0 $21k NEW 1.1k 19.03
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Servicenow Stock (NOW) 0.0 $20k NEW 22.00 920.27
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Amphenol Corp New Cl A Stock (APH) 0.0 $20k +3% 162.00 123.75
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Donnelley Finl Solutions Stock (DFIN) 0.0 $20k 385.00 51.43
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Coca Cola Stock (KO) 0.0 $20k +194% 297.00 66.29
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Asml Holding N V N Y Registry Adr (ASML) 0.0 $19k 20.00 968.10
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $19k +30% 77.00 246.60
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Eversource Energy Stock (ES) 0.0 $19k NEW 262.00 71.14
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Novartis Adr (NVS) 0.0 $18k NEW 142.00 128.24
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Stryker Corporation Stock (SYK) 0.0 $18k +19% 49.00 369.67
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Vanguard Consumer Staples Etf Etf (VDC) 0.0 $18k NEW 84.00 213.73
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Ishares Treasury Floating Rate Bond Etf Etf (TFLO) 0.0 $18k 353.00 50.55
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Morningstar Stock (MORN) 0.0 $18k 77.00 231.31
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Philip Morris Intl Stock (PM) 0.0 $18k +118% 109.00 162.20
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Solventum Corp Stock (SOLV) 0.0 $17k 238.00 73.00
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International Paper Stock (IP) 0.0 $17k 369.00 46.45
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Nrg Energy Stock (NRG) 0.0 $17k -14% 103.00 161.95
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Voya Glbl Eqty Div & Prem Opp Cef (IGD) 0.0 $16k 2.7k 5.93
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Mckesson Corp Stock (MCK) 0.0 $16k NEW 21.00 772.52
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First Trust Nyse Arca Biotechnology Index Fund Etf (FBT) 0.0 $16k -63% 90.00 179.57
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Tyson Foods Inc Cl A Stock (TSN) 0.0 $16k 297.00 54.30
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Medtronic Stock (MDT) 0.0 $16k +234% 167.00 95.24
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Otis Worldwide Corp Stock (OTIS) 0.0 $16k 173.00 91.56
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Spdr Msci Eafe Fossil Fuel Free Etf Etf (EFAX) 0.0 $16k NEW 320.00 49.32
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Wisdomtree Cybersecurity Fund Etf (WCBR) 0.0 $16k 500.00 31.39
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General Dynamics Corp Stock (GD) 0.0 $16k NEW 46.00 341.00
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Ishares Expanded Tech Sector Etf Etf (IGM) 0.0 $15k 120.00 126.32
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Technology Select Sector Spdr Fund Etf (XLK) 0.0 $15k 53.00 281.87
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Vertex Pharmaceuticals Stock (VRTX) 0.0 $15k +8% 38.00 391.63
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Intuitive Surgical Stock (ISRG) 0.0 $15k +10% 33.00 447.24
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Coterra Energy Stock (CTRA) 0.0 $15k +121% 623.00 23.65
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Deere & Co Stock (DE) 0.0 $15k +166% 32.00 459.62
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Seaboard Corp Del Stock (SEB) 0.0 $15k 4.00 3647.00
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Navitas Semiconductor Corp Stock (NVTS) 0.0 $14k -42% 2.0k 7.22
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Ft Energy Income Partners Enhanced Income Etf Cef (EIPI) 0.0 $14k 723.00 19.82
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $14k -67% 66.00 216.32
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Pimco High Income Cef (PHK) 0.0 $14k 2.9k 4.99
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Eyepoint Pharmaceuticals Stock (EYPT) 0.0 $14k 1.0k 14.24
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Teck Resources Ltd Cl B Stock (TECK) 0.0 $14k 322.00 43.89
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Amplify Blockchain Technology Etf Etf (BLOK) 0.0 $14k 210.00 67.10
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Iren Limited Ordinary Shares Stock (IREN) 0.0 $14k -40% 300.00 46.93
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Anglogold Ashanti Stock (AU) 0.0 $14k 200.00 70.33
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Ishares U.s. Technology Etf Etf (IYW) 0.0 $14k NEW 71.00 195.92
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Robo Global Robotics & Automation Index Etf Etf (ROBO) 0.0 $14k 211.00 65.63
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Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $14k NEW 198.00 68.58
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Caterpillar Stock (CAT) 0.0 $13k -70% 27.00 485.63
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Uber Technologies Stock (UBER) 0.0 $13k +11% 129.00 97.97
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Vici Pptys Reit (VICI) 0.0 $13k +119% 384.00 32.61
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Fedex Corp Stock (FDX) 0.0 $13k 53.00 236.08
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Nextera Energy Stock (NEE) 0.0 $13k NEW 166.00 75.32
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Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.0 $12k 351.00 35.42
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Citigroup Stock (C) 0.0 $12k +510% 122.00 101.50
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Eaton Vance Tax-managed Divers Cef (ETY) 0.0 $12k 768.00 15.90
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The Cigna Group Stock (CI) 0.0 $12k +121% 42.00 288.26
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Ishares S&p 100 Etf Etf (OEF) 0.0 $12k 36.00 333.56
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Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $12k -20% 80.00 148.61
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Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.0 $12k NEW 50.00 234.96
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United Parcel Service Inc Cl B Stock (UPS) 0.0 $11k +95% 137.00 83.28
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Owens Corning Stock (OC) 0.0 $11k 80.00 141.51
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Ebay Stock (EBAY) 0.0 $11k +28% 121.00 90.95
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Lattice Semiconductor Corp Stock (LSCC) 0.0 $11k NEW 150.00 73.32
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Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $11k 384.00 27.90
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S&p Global Stock (SPGI) 0.0 $11k 22.00 486.73
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Exelon Corp Stock (EXC) 0.0 $11k 236.00 44.99
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Past Filings by Cedar Mountain Advisors

SEC 13F filings are viewable for Cedar Mountain Advisors going back to 2019

View all past filings