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 757 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Cedar Mountain Advisors has 757 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) 17.7 $92M 194k 473.30
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Ishares Russell 1000 Value Etf Etf (IWD) 16.3 $85M 403k 210.34
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Ishares Russell Mid-cap Growth Etf Etf (IWP) 7.2 $38M 274k 136.94
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Ishares Russell Mid-cap Value Etf Etf (IWS) 6.9 $36M 254k 141.05
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Ishares Core S&p Small Cap Etf Etf (IJR) 5.2 $27M 225k 120.18
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Invesco Qqq Trust Series I Etf (QQQ) 4.8 $25M 41k 614.31
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Vanguard Financials Etf Etf (VFH) 3.8 $20M 146k 133.49
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State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 3.7 $19M -6% 638k 30.20
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Vanguard Health Care Etf Etf (VHT) 2.9 $15M +3% 52k 287.85
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Schwab Us Aggregate Bond Etf Etf (SCHZ) 2.8 $15M -2% 628k 23.37
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Vanguard International High Dividend Yield Etf Etf (VYMI) 2.4 $13M 139k 90.00
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Franklin International Low Volatility High Dividend Index Etf Etf (LVHI) 2.4 $12M 337k 36.82
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Ishares Core 10 Year Usd Bond Etf Etf (ILTB) 2.3 $12M 238k 49.70
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Invesco S&p 500 Quality Etf Etf (SPHQ) 2.0 $11M 141k 75.05
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 1.4 $7.3M 73k 99.88
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Pgim Ultra Short Bond Etf Etf (PULS) 1.4 $7.2M -5% 146k 49.59
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State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) 1.4 $7.2M -5% 235k 30.73
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Ishares Flexible Income Active Etf Etf (BINC) 1.3 $6.7M +3% 126k 52.77
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.2 $6.2M 115k 53.76
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Ishares Msci Eafe Etf Etf (EFA) 1.2 $6.0M 63k 96.03
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Ishares Core Dividend Etf Etf (DIVB) 1.1 $5.5M 103k 53.15
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Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB) 1.0 $5.0M 104k 48.70
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Automatic Data Processing Stock (ADP) 0.8 $4.4M 17k 257.23
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Jpmorgan Active Bond Etf Etf (JBND) 0.6 $3.3M 60k 54.07
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Vanguard Total Stock Market Etf Etf (VTI) 0.6 $2.9M 8.8k 335.28
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State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) 0.5 $2.8M 36k 77.68
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Apple Stock (AAPL) 0.5 $2.5M 9.3k 271.87
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Csx Corp Stock (CSX) 0.4 $2.3M 63k 36.25
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Microsoft Corp Stock (MSFT) 0.4 $2.2M -5% 4.5k 483.64
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Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.4 $2.2M +2% 22k 100.34
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Vanguard Growth Etf Etf (VUG) 0.3 $1.7M 3.5k 487.91
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Tesla Stock (TSLA) 0.3 $1.6M 3.5k 449.72
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Broadridge Finl Solutions Stock (BR) 0.2 $1.2M 5.4k 223.17
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Vanguard Value Etf Etf (VTV) 0.2 $1.1M 5.6k 190.99
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Ishares Russell 2000 Etf Etf (IWM) 0.2 $999k 4.1k 246.16
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $946k 1.9k 502.65
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Vanguard Total Bond Market Etf Etf (BND) 0.2 $798k 11k 74.07
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Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $780k 16k 50.29
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Nvidia Corporation Stock (NVDA) 0.1 $760k -4% 4.1k 186.50
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Hennessy Sustainable Etf Etf 0.1 $504k 15k 33.14
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Applied Matls Stock (AMAT) 0.1 $479k -4% 1.9k 256.92
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Mcdonalds Corp Stock (MCD) 0.1 $472k 1.5k 305.57
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Target Corp Stock (TGT) 0.1 $459k 4.7k 97.75
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Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.1 $410k 8.3k 49.46
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Intuit Stock (INTU) 0.1 $389k 587.00 662.58
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Vanguard Extended Market Etf Etf (VXF) 0.1 $389k 1.9k 209.12
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Boeing Stock (BA) 0.1 $382k 1.8k 217.14
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Spdr S&p 500 Etf Trust Etf (SPY) 0.1 $379k 555.00 682.08
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Nike Inc Cl B Stock (NKE) 0.1 $367k -15% 5.8k 63.71
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Bank New York Mellon Corp Stock (BK) 0.1 $343k 3.0k 116.09
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Exxon Mobil Corp Stock (XOM) 0.1 $341k -3% 2.8k 120.33
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Amazon Stock (AMZN) 0.1 $329k 1.4k 230.82
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Costco Wholesale Corporation Stock (COST) 0.1 $327k 379.00 862.43
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Jpmorgan International Research Enhanced Equity Etf Etf (JIRE) 0.1 $301k 4.0k 74.88
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Southern Stock (SO) 0.1 $300k 3.4k 87.19
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Starbucks Corp Stock (SBUX) 0.1 $273k 3.2k 84.22
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Albertsons Cos Stock (ACI) 0.0 $250k 15k 17.17
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Invesco Nasdaq 100 Etf Etf (QQQM) 0.0 $245k 969.00 252.92
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Spire Stock (SR) 0.0 $238k 2.9k 82.69
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Home Depot Stock (HD) 0.0 $217k 630.00 343.96
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Union Pac Corp Stock (UNP) 0.0 $211k -6% 911.00 231.41
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Procter & Gamble Stock (PG) 0.0 $204k 1.4k 143.35
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Meta Platforms Inc Cl A Stock (META) 0.0 $199k 302.00 659.79
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Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 0.0 $196k 3.0k 66.43
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Walmart Stock (WMT) 0.0 $194k 1.7k 111.43
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Church & Dwight Stock (CHD) 0.0 $187k 2.2k 83.85
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Ishares Core S&p 500 Etf Etf (IVV) 0.0 $184k 268.00 685.93
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Morgan Stanley Stock (MS) 0.0 $172k 971.00 177.53
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Spdr Gold Shares Etf (GLD) 0.0 $162k 408.00 396.31
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.0 $149k 477.00 313.17
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Ishares Russell 1000 Etf Etf (IWB) 0.0 $137k 368.00 373.44
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Northwest Nat Hldg Stock (NWN) 0.0 $136k 2.9k 46.73
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Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $129k 2.3k 57.24
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Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $127k +7% 2.6k 49.65
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Ishares Morningstar Growth Etf Etf (ILCG) 0.0 $122k -2% 1.2k 104.04
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $116k 370.00 313.80
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Visa Inc Com Cl A Stock (V) 0.0 $111k 315.00 350.95
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Broadcom Stock (AVGO) 0.0 $109k 316.00 346.10
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Intel Corp Stock (INTC) 0.0 $108k 2.9k 36.90
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International Business Machs Stock (IBM) 0.0 $107k 361.00 296.03
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Jpmorgan Chase & Co Stock (JPM) 0.0 $104k 322.00 321.95
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Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $102k 707.00 143.52
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Vanguard Total International Stock Etf Etf (VXUS) 0.0 $99k 1.3k 75.42
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First Trust Dorsey Wright Focus 5 Etf Etf (FV) 0.0 $96k 1.5k 62.93
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Waste Mgmt Inc Del Stock (WM) 0.0 $93k 424.00 219.83
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Ge Aerospace Stock (GE) 0.0 $93k 302.00 307.74
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Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.0 $93k 1.6k 58.12
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At&t Stock (T) 0.0 $93k 3.7k 24.84
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Us Bancorp Del Stock (USB) 0.0 $92k +4% 1.7k 53.38
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Western Midstream Partners Lp Com Unit Lp Int Stock (WES) 0.0 $84k +2% 2.1k 39.49
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Ishares S&p 500 Value Etf Etf (IVE) 0.0 $80k +220% 378.00 212.05
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Vanguard Intermediate-term Bond Etf Etf (BIV) 0.0 $77k 992.00 77.90
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Johnson & Johnson Stock (JNJ) 0.0 $77k 372.00 207.14
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Rtx Corporation Stock (RTX) 0.0 $77k 420.00 183.31
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Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $74k 417.00 177.75
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Abbvie Stock (ABBV) 0.0 $73k 319.00 228.46
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Curtiss Wright Corp Stock (CW) 0.0 $71k 128.00 551.27
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Merck & Co Stock (MRK) 0.0 $71k 670.00 105.27
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Weyerhaeuser Co Mtn Be Reit (WY) 0.0 $69k 2.9k 23.69
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Eli Lilly & Co Stock (LLY) 0.0 $67k 62.00 1076.45
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3M Stock (MMM) 0.0 $65k 404.00 160.10
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Chevron Corp Stock (CVX) 0.0 $62k 405.00 152.46
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Ati Stock (ATI) 0.0 $61k 535.00 114.76
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Blackrock Stock (BLK) 0.0 $60k 56.00 1070.55
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State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.0 $59k 378.00 154.80
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Pimco Active Bond Exchange-traded Fund Etf (BOND) 0.0 $58k 626.00 93.01
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Consolidated Edison Stock (ED) 0.0 $58k 586.00 99.32
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Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $58k 269.00 215.09
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Ameren Corp Stock (AEE) 0.0 $58k 576.00 99.86
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Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $57k 477.00 119.35
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Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $57k 176.00 323.01
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Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $57k 313.00 181.21
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Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.0 $56k 673.00 82.82
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Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $54k 380.00 141.13
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Ge Vernova Stock (GEV) 0.0 $50k +4% 77.00 654.05
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Ishares Morningstar Small Cap Value Etf Etf (ISCV) 0.0 $50k 727.00 68.50
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Jpmorgan Limited Duration Bond Etf Etf (JPLD) 0.0 $50k NEW 951.00 52.34
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Ishares Russell Midcap Etf Etf (IWR) 0.0 $49k 509.00 96.27
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Verizon Communications Stock (VZ) 0.0 $49k 1.2k 40.72
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Capital One Finl Corp Stock (COF) 0.0 $48k +6% 199.00 242.36
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Macys Stock (M) 0.0 $48k 2.2k 22.05
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Dutch Bros Inc Cl A Stock (BROS) 0.0 $45k 741.00 61.22
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Coreweave Inc Com Cl A Stock (CRWV) 0.0 $45k +95% 625.00 71.61
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Norfolk Southn Corp Stock (NSC) 0.0 $43k 150.00 288.72
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Schwab Charles Corp Stock (SCHW) 0.0 $43k 426.00 99.84
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Firstenergy Corp Stock (FE) 0.0 $42k 946.00 44.79
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Exact Sciences Corp Stock (EXAS) 0.0 $41k 400.00 101.56
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Travelers Companies Stock (TRV) 0.0 $41k 140.00 290.06
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Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $40k 177.00 226.14
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Waste Connections Stock (WCN) 0.0 $40k 228.00 175.36
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Vanguard S&p 500 Etf Etf (VOO) 0.0 $40k -13% 63.00 630.67
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Bank America Corp Stock (BAC) 0.0 $40k 720.00 54.97
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Pepsico Stock (PEP) 0.0 $40k 275.00 143.52
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Disney Walt Stock (DIS) 0.0 $39k -7% 343.00 113.78
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Kla Corp Stock (KLAC) 0.0 $39k 32.00 1215.09
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Paychex Stock (PAYX) 0.0 $38k 334.00 112.31
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American Elec Pwr Stock (AEP) 0.0 $37k 318.00 115.42
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Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $37k 322.00 113.90
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Cisco Sys Stock (CSCO) 0.0 $36k 468.00 77.06
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Teledyne Technologies Stock (TDY) 0.0 $35k 68.00 510.74
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Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY) 0.0 $35k +27% 1.4k 24.76
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Ishares Msci Eafe Value Etf Etf (EFV) 0.0 $33k +2% 466.00 71.43
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Palo Alto Networks Stock (PANW) 0.0 $33k 179.00 184.20
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Wells Fargo Stock (WFC) 0.0 $33k 353.00 93.20
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Salesforce Stock (CRM) 0.0 $33k +8% 123.00 263.89
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Vanguard Real Estate Etf Etf (VNQ) 0.0 $32k 366.00 88.55
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Vaneck Oil Services Etf Etf (OIH) 0.0 $32k 113.00 285.30
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Oracle Corp Stock (ORCL) 0.0 $32k -7% 162.00 195.49
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Abbott Labs Stock (ABT) 0.0 $31k -2% 250.00 125.11
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Netflix Stock (NFLX) 0.0 $31k +712% 325.00 93.76
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Garmin Stock (GRMN) 0.0 $30k 147.00 203.14
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Avista Corp Stock (AVA) 0.0 $30k 769.00 38.52
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Ishares Morningstar U.s. Equity Etf Etf (ILCB) 0.0 $30k 313.00 94.38
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Cvs Health Corp Stock (CVS) 0.0 $29k 371.00 79.36
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Sila Realty Trust Reit (SILA) 0.0 $29k 1.3k 23.31
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Danaher Corporation Stock (DHR) 0.0 $29k 126.00 229.16
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Chubb Stock (CB) 0.0 $29k 92.00 312.12
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Markel Group Stock (MKL) 0.0 $28k 13.00 2149.62
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Thermo Fisher Scientific Stock (TMO) 0.0 $28k 48.00 581.75
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Constellation Energy Corp Stock (CEG) 0.0 $27k 76.00 351.76
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Unitedhealth Group Stock (UNH) 0.0 $26k 79.00 328.41
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Conocophillips Stock (COP) 0.0 $26k -13% 273.00 93.76
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Quanta Svcs Stock (PWR) 0.0 $25k +321% 59.00 422.07
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Ford Mtr Stock (F) 0.0 $24k 1.9k 13.12
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Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 0.0 $24k -7% 397.00 60.76
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Comcast Corp New Cl A Stock (CMCSA) 0.0 $24k +17% 807.00 29.89
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Public Svc Enterprise Grp Stock (PEG) 0.0 $24k -5% 300.00 80.30
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Texas Instrs Stock (TXN) 0.0 $24k 137.00 173.49
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Pfizer Stock (PFE) 0.0 $24k 949.00 24.91
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Tjx Cos Stock (TJX) 0.0 $24k 153.00 153.61
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Coterra Energy Stock (CTRA) 0.0 $23k +40% 875.00 26.32
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Vanguard Utilities Etf Etf (VPU) 0.0 $23k 122.00 185.04
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Bloom Energy Corp Com Cl A Stock (BE) 0.0 $23k 259.00 86.89
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Becton Dickinson & Co Stock (BDX) 0.0 $22k 115.00 194.07
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Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $22k +2% 47.00 468.77
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Amphenol Corp New Cl A Stock (APH) 0.0 $22k 162.00 135.14
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Gold Fields Adr (GFI) 0.0 $22k 500.00 43.66
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Allstate Corp Stock (ALL) 0.0 $22k 104.00 208.15
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Asml Holding N V N Y Registry Adr (ASML) 0.0 $21k 20.00 1069.85
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State Street Spdr S&p Bank Etf Etf (KBE) 0.0 $21k 351.00 60.65
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Coca Cola Stock (KO) 0.0 $21k 298.00 70.00
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Kemper Corp Stock (KMPR) 0.0 $20k 500.00 40.54
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Sherwin Williams Stock (SHW) 0.0 $20k 62.00 324.03
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Altria Group Stock (MO) 0.0 $20k +3% 347.00 57.66
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Mgm Resorts International Stock (MGM) 0.0 $20k -28% 542.00 36.49
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Novartis Adr (NVS) 0.0 $19k -2% 139.00 137.87
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Philip Morris Intl Stock (PM) 0.0 $19k +8% 118.00 160.40
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Solventum Corp Stock (SOLV) 0.0 $19k 238.00 79.24
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Carrier Global Corporation Stock (CARR) 0.0 $19k 356.00 52.85
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Intuitive Surgical Stock (ISRG) 0.0 $19k 33.00 566.36
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First Trust Nyse Arca Biotechnology Index Fund Etf (FBT) 0.0 $19k 90.00 206.84
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Proshares Bitcoin Etf Etf (BITO) 0.0 $19k +21% 1.5k 12.16
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Eyepoint Stock (EYPT) 0.0 $18k 1.0k 18.27
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Ishares Treasury Floating Rate Bond Etf Etf (TFLO) 0.0 $18k 357.00 50.51
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Donnelley Finl Solutions Stock (DFIN) 0.0 $18k 385.00 46.69
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Seaboard Corp Del Stock (SEB) 0.0 $18k 4.00 4444.75
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Vanguard Consumer Staples Etf Etf (VDC) 0.0 $18k 84.00 211.24
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Eversource Energy Stock (ES) 0.0 $18k 262.00 67.33
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Vertex Pharmaceuticals Stock (VRTX) 0.0 $17k 38.00 453.37
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Mckesson Corp Stock (MCK) 0.0 $17k 21.00 820.29
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Anglogold Ashanti Stock (AU) 0.0 $17k 200.00 85.28
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Servicenow Stock (NOW) 0.0 $17k +400% 110.00 153.19
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Viatris Stock (VTRS) 0.0 $17k -45% 1.3k 12.45
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Morningstar Stock (MORN) 0.0 $17k 77.00 217.12
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Nrg Energy Stock (NRG) 0.0 $16k 103.00 159.24
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Honeywell Intl Stock (HON) 0.0 $16k -46% 84.00 195.10
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Spdr Msci Eafe Fossil Fuel Free Etf Etf (EFAX) 0.0 $16k 320.00 50.47
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Grayscale Ethereum Staking Mini Etf Etf (ETH) 0.0 $16k -24% 570.00 28.06
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Caterpillar Stock (CAT) 0.0 $16k +3% 28.00 563.32
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Ishares Expanded Tech Sector Etf Etf (IGM) 0.0 $16k 120.00 129.60
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General Dynamics Corp Stock (GD) 0.0 $16k 46.00 336.65
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Teck Resources Ltd Cl B Stock (TECK) 0.0 $15k 322.00 47.89
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Fedex Corp Stock (FDX) 0.0 $15k 53.00 290.94
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State Street Technology Select Sector Spdr Etf Etf (XLK) 0.0 $15k +100% 106.00 143.97
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Otis Worldwide Corp Stock (OTIS) 0.0 $15k 173.00 87.55
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Deere & Co Stock (DE) 0.0 $15k 32.00 468.59
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International Paper Stock (IP) 0.0 $15k 374.00 39.37
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Robo Global Robotics & Automation Index Etf Etf (ROBO) 0.0 $15k 212.00 69.34
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $15k 67.00 218.78
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Navitas Semiconductor Corp Stock (NVTS) 0.0 $14k 2.0k 7.14
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Citigroup Stock (C) 0.0 $14k 122.00 116.69
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Wisdomtree Cybersecurity Fund Etf (WCBR) 0.0 $14k 500.00 27.86
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Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $14k +7% 86.00 160.97
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Nextera Energy Stock (NEE) 0.0 $14k +3% 171.00 80.11
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United Parcel Service Inc Cl B Stock (UPS) 0.0 $14k 138.00 98.91
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Medtronic Stock (MDT) 0.0 $14k -14% 142.00 96.06
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Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $14k +50% 297.00 45.89
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Ishares U.s. Technology Etf Etf (IYW) 0.0 $13k -8% 65.00 199.80
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Micron Technology Stock (MU) 0.0 $13k 45.00 286.96
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Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.0 $13k 351.00 36.22
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Ishares S&p 100 Etf Etf (OEF) 0.0 $12k 36.00 344.56
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Uber Technologies Stock (UBER) 0.0 $12k +15% 149.00 81.71
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State Street Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.0 $12k 50.00 241.24
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Amplify Blockchain Technology Etf Etf (BLOK) 0.0 $12k 212.00 56.80
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The Cigna Group Stock (CI) 0.0 $12k 42.00 275.24
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S&p Global Stock (SPGI) 0.0 $12k 22.00 522.59
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Lattice Semiconductor Corp Stock (LSCC) 0.0 $11k 150.00 73.58
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Madden Steven Stock (SHOO) 0.0 $11k +3% 263.00 41.64
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Ishares Silver Trust Etf (SLV) 0.0 $11k 170.00 64.42
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Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $11k 384.00 28.48
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Barrick Mng Corp Stock (B) 0.0 $11k 250.00 43.55
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Vici Pptys Reit (VICI) 0.0 $11k 384.00 28.12
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Bunge Global Sa Stock (BG) 0.0 $11k 120.00 89.08
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Medpace Hldgs Stock (MEDP) 0.0 $11k 19.00 561.63
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Nlight Stock (LASR) 0.0 $11k 282.00 37.51
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Ebay Stock (EBAY) 0.0 $11k 121.00 87.10
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Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.0 $10k +2% 630.00 16.48
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Exelon Corp Stock (EXC) 0.0 $10k 238.00 43.60
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Truist Finl Corp Stock (TFC) 0.0 $10k 210.00 49.21
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Taiwan Semiconductor Mfg Adr (TSM) 0.0 $10k +17% 34.00 303.88
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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