Cedar Mountain Advisors, LLC
CIK 1798986 · Holdings on Mar 31, 2024 · First reported Apr 16, 2024
Top ten holdings
Q1 2024- IWF19.39%
- IWD18.24%
- IWS7.76%
- IWP7.76%
- IJR5.73%
- SPSB5.03%
- QQQ5.03%
- FLRN4.51%
- PULS3.83%
- VFH3.68%
Share classes counted separately80.96%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IWFWeight increased · +0.53 pp18.86% → 19.39%Shares -1.08K (-0.47%)
- SPSBWeight decreased · -0.38 pp5.41% → 5.03%Shares +1.40K (+0.21%)
- IJRWeight decreased · -0.28 pp6.01% → 5.73%Shares +999 (+0.49%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $77.11M | 19.39% | 228.78K shares | 18.86% → 19.39%+0.53 pp -1.08K (-0.47%) | Reduced | ↗▾ |
| 02 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $72.52M | 18.24% | 404.91K shares | 18.01% → 18.24%+0.23 pp +2.33K (+0.58%) | Added | ↗▾ |
| 03 | IWSISHARES RUSSELL MID-CAP VALURUS MDCP VAL ETF View history and evidence | $30.87M | 7.76% | 246.30K shares | 7.71% → 7.76%+0.05 pp +1.29K (+0.53%) | Added | ↗▾ |
| 04 | IWPISHARES RUSSELL MID-CAP GROWRUS MD CP GR ETF View history and evidence | $30.86M | 7.76% | 270.41K shares | 7.65% → 7.76%+0.11 pp -248 (-0.09%) | Reduced | ↗▾ |
| 05 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $22.79M | 5.73% | 206.23K shares | 6.01% → 5.73%-0.28 pp +999 (+0.49%) | Added | ↗▾ |
| 06 | SPSBSS SPDR P ST C CORP ETFPORTFOLIO SHORT View history and evidence | $20.02M | 5.03% | 672.57K shares | 5.41% → 5.03%-0.38 pp +1.40K (+0.21%) | Added | ↗▾ |
| 07 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $19.99M | 5.03% | 45.01K shares | 5.02% → 5.03%+0.01 pp -305 (-0.67%) | Reduced | ↗▾ |
| 08 | FLRNSS SPDR BB IG FLOAT RT ETFBLOOMBERG INVT View history and evidence | $17.92M | 4.51% | 581.20K shares | 4.69% → 4.51%-0.18 pp +14.65K (+2.59%) | Added | ↗▾ |
| 09 | PULSPGIM ULTRA SHORT BOND ETFPGIM ULTRA SH BD View history and evidence | $15.21M | 3.83% | 306.11K shares | 3.98% → 3.83%-0.15 pp +8.04K (+2.70%) | Added | ↗▾ |
| 10 | VFHVANGUARD FINANCIALS ETFFINANCIALS ETF View history and evidence | $14.62M | 3.68% | 142.77K shares | 3.57% → 3.68%+0.11 pp -298 (-0.21%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| USO UNITED STATES OIL FUND LP | Non-derivative | -1,900 | -$126.64K | SEC filing ↗ | SEC filing ↗ |
| VMBS VANGUARD MORTGAGE-BACKED SEC | Non-derivative | -261 | -$12.09K | SEC filing ↗ | SEC filing ↗ |
| FDN FIRST TRUST DJ INTERNET IND | Non-derivative | -18 | -$3.36K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1798986 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 397683211
}Research all 356 reported holdings.
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