Cedar Mountain Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 16, 2024), Cedar Mountain Advisors, LLC reported 345 stock positions worth $397.7 million. Its top holding was iShares Russell 1000 Growth (IWF) at 19.4% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 18.2%) and iShares Russell Mid-Cap Valu (IWS, 7.8%). Compared with Q4 2023, it opened 31 new positions, sold out of 7, added to 68 and reduced 24. The biggest buy was iShares Russell 1000 Value E (IWD, shares +1%) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0001798986
- Portfolio Value
- $397.7M (Q1 2024)
- SEC Filing
- 0001798986-24-000002 ↗ filed Apr 16, 2024
Holdings Value
Holdings 345 stocks · $397.7M
| IWF iShares Russell 1000 Growth | 19.39% | 228,784 | $77.1M | Reduce -0.5% |
| IWD iShares Russell 1000 Value E | 18.24% | 404,913 | $72.5M | Add +0.6% |
| IWS iShares Russell Mid-Cap Valu | 7.76% | 246,299 | $30.9M | Add +0.5% |
| IWP iShares Russell Mid-Cap Grow | 7.76% | 270,410 | $30.9M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 5.73% | 206,232 | $22.8M | Add +0.5% |
| SPSB SS SPDR P St C Corp. ETF | 5.03% | 672,572 | $20.0M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 5.03% | 45,012 | $20.0M | Reduce -0.7% |
| FLRN SS SPDR BB Ig Float RT ETF | 4.51% | 581,196 | $17.9M | Add +2.6% |
| PULS Pgim Ultra Short Bond ETF | 3.83% | 306,111 | $15.2M | Add +2.7% |
| VFH Vanguard Financials ETF | 3.68% | 142,771 | $14.6M | Reduce -0.2% |
| SPHQ Invesco S&P 500 Quality ETF | 2.58% | 169,555 | $10.2M | Add +0.8% |
| SPEU State Street SPDR Portfolio | 2.25% | 212,659 | $8.9M | Reduce -0.4% |
| LVHI Franklin International Low V | 2.23% | 297,368 | $8.9M | Add +1.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 1.82% | 105,101 | $7.2M | Add +2.7% |
| DIVB iShares Core Dividend ETF | 1.05% | 93,509 | $4.2M | Add +1.6% |
| ADP Automatic Data Processing | 0.83% | 13,257 | $3.3M | Reduce -0.4% |
| VHT Vanguard Health Care ETF | 0.82% | 12,035 | $3.3M | Add +0.5% |
| SCHO Schwab Short-Term US Treas | 0.71% | 58,923 | $2.8M | Add +3.0% |
| XLP SS Consumer Staples Sel Sect | 0.61% | 31,644 | $2.4M | Add +1.9% |
| CSX CSX Corp. | 0.59% | 63,318 | $2.3M | No change |
| MINT PIMCO Enhanced Short Maturit | 0.52% | 20,478 | $2.1M | Add +1.9% |
| MSFT Microsoft Corp. | 0.51% | 4,794 | $2.0M | Add +0.1% |
| AAPL Apple Inc. | 0.41% | 9,607 | $1.6M | Reduce -2.6% |
| IWM iShares Russell 2000 ETF | 0.26% | 4,886 | $1.0M | Add +0.3% |
| TGT Target Corp. | 0.21% | 4,641 | $822K | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 1,899 | $799K | Reduce -3.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 2,188 | $753K | Add +9.9% |
| BR Broadridge Financial Solutio | 0.19% | 3,673 | $752K | Add +0.1% |
| STNC Hennessy Sustainable ETF | 0.14% | 18,404 | $557K | New |
| TSLA Tesla Inc. | 0.12% | 2,737 | $481K | Reduce -3.5% |
| MCD McDonald's Corp. | 0.12% | 1,682 | $474K | No change |
| VXUS Vanguard Total Intl Stock | 0.12% | 7,773 | $469K | Reduce -13.3% |
| NKE Nike Inc. Class B | 0.11% | 4,795 | $451K | Reduce -11.4% |
| NVDA Nvidia Corp. | 0.10% | 433 | $392K | No change |
| AMAT Applied Materials Inc. | 0.10% | 1,845 | $380K | Reduce -11.9% |
| INTU Intuit Inc. | 0.10% | 584 | $380K | Add +0.2% |
| VNQ Vanguard Real Estate ETF | 0.09% | 4,187 | $362K | Reduce -0.1% |
| ACI Albertsons Cos Inc. Class A | 0.08% | 14,559 | $312K | No change |
| AMZN Amazon.com Inc. | 0.08% | 1,692 | $305K | Add +0.5% |
| HD Home Depot Inc. | 0.07% | 750 | $288K | Add +2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 548 | $287K | Add +31.4% |
| SBUX Starbucks Corp. | 0.07% | 2,910 | $266K | Add +0.5% |
| CHD Church & Dwight Co. Inc. | 0.06% | 2,400 | $250K | No change |
| BA The Boeing Co. | 0.06% | 1,296 | $250K | Add +175.7% |
| UNP Union Pacific Corp. | 0.06% | 979 | $241K | No change |
| COST Costco Wholesale Corp. | 0.06% | 326 | $239K | No change |
| SO The Southern Co. | 0.06% | 3,156 | $226K | Add +1.0% |
| PG The Procter & Gamble Co. | 0.05% | 1,160 | $188K | No change |
| SR Spire Inc. | 0.04% | 2,852 | $175K | No change |
| XOM Exxon Mobil Corp. | 0.04% | 1,229 | $143K | No change |
| BOND PIMCO Active Bond Exchange-T | 0.04% | 1,542 | $142K | Reduce -22.0% |
| IWB iShares Russell 1000 ETF | 0.03% | 475 | $137K | No change |
| ILCG iShares Morningstar Growth E | 0.03% | 1,749 | $132K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.03% | 764 | $124K | No change |
| WMT Walmart Inc. | 0.03% | 1,791 | $108K | Add +5.8% |
| META Meta Platforms Inc. Class A | 0.03% | 218 | $106K | Reduce -7.6% |
| WY Weyerhaeuser Co. | 0.03% | 2,778 | $100K | Add +0.9% |
| FV First Trust DW Focus 5 Fund | 0.02% | 1,517 | $87K | Add +0.1% |
| MS Morgan Stanley | 0.02% | 874 | $82K | Add +0.7% |
| DRIV Global X Autonomous&elec-ETF | 0.02% | 2,981 | $74K | Add +0.9% |
| CVX Chevron Corp. | 0.02% | 465 | $73K | No change |
| GOOG Alphabet Inc. Class C | 0.02% | 426 | $65K | No change |
| WES Western Midstream Partners L | 0.02% | 1,817 | $65K | Add +2.0% |
| JPM JPMorgan Chase & Co. | 0.02% | 313 | $63K | Reduce -9.8% |
| GOOGL Alphabet Inc. Class A | 0.01% | 391 | $59K | Add +3.2% |
| GLD SPDR Gold Shares | 0.01% | 285 | $59K | No change |
| IWX iShares Russell Top 200 Valu | 0.01% | 732 | $56K | No change |
| XLV SS Health Care Select Sector | 0.01% | 378 | $56K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 661 | $56K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.01% | 477 | $55K | Reduce -18.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.01% | 673 | $55K | No change |
| COIN Coinbase Global Inc. Class A | 0.01% | 202 | $54K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.01% | 429 | $53K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 89 | $52K | No change |
| NSC Norfolk Southern Corp. | 0.01% | 200 | $51K | No change |
| ISCV iShares Morningstar Small-Ca | 0.01% | 831 | $51K | No change |
| DHR Danaher Corp. | 0.01% | 200 | $50K | No change |
| ABBV Abbvie Inc. | 0.01% | 246 | $45K | Add +0.8% |
| V Visa Inc. Class A | 0.01% | 157 | $44K | No change |
| PEP Pepsico Inc. | 0.01% | 249 | $44K | No change |
| MMM 3M Co. | 0.01% | 404 | $43K | No change |
| NWN Northwest Natural Holding Co. | 0.01% | 1,149 | $43K | Add +0.4% |
| UNH Unitedhealth Group Inc. | 0.01% | 83 | $41K | No change |
| CAT Caterpillar Inc. | 0.01% | 110 | $40K | No change |
| M Macy's Inc. | 0.01% | 1,991 | $40K | Add +0.9% |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 979 | $40K | New |
| WCN Waste Connections Inc. | 0.01% | 228 | $39K | No change |
| PAYX Paychex Inc. | 0.01% | 318 | $39K | Add +0.6% |
| SCHZ Schwab US Aggregate Bond ETF | 0.01% | 842 | $39K | Reduce -50.4% |
| BDX Becton Dickinson and Co. | 0.01% | 155 | $38K | No change |
| FBT First Trust Nyse Arca Biotec | 0.01% | 242 | $37K | No change |
| USB US Bancorp | 0.01% | 829 | $37K | Reduce -7.8% |
| OIH Vaneck Oil Services ETF | 0.01% | 109 | $37K | No change |
| WFC Wells Fargo & Co. | 0.01% | 625 | $36K | Reduce -2.8% |
| VIG Vanguard Dividend Apprec ETF | 0.01% | 198 | $36K | No change |
| BROS Dutch Bros Inc. Class A | 0.01% | 1,091 | $36K | No change |
| JNJ Johnson & Johnson | 0.01% | 226 | $36K | Add +0.4% |
| RTX RTX Corp. | 0.01% | 365 | $36K | Add +4.9% |
| CRM Salesforce Inc. | 0.01% | 111 | $33K | No change |
| CW Curtiss-Wright Corp. | 0.01% | 128 | $33K | No change |
Lines left out (4) · $6 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| HDV iShares Core High Dividend E | CORE HIGH DV ETF | 0 | $2 |
| BND Vanguard Total Bond Market | TOTAL BND MRKT | 0 | $2 |
| IGIB iShares 5-10Y Inv Grade Corp. | ISHS 5-10YR INVT | 0 | $1 |
| XNTK SS SPDR Nyse Tech ETF | ST STR NYSE TECH | 0 | $1 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $397.7M.
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -2.6% | 0.41% | −0.10 |
| SPEU State Street SPDR Portfolio | Reduce -0.4% | 2.25% | −0.08 |
| TSLA Tesla Inc. | Reduce -3.5% | 0.12% | −0.07 |
| NKE Nike Inc. Class B | Reduce -11.4% | 0.11% | −0.05 |
| USO United States Oil Fund LP | Sold out | 0.00% | −0.03 |
| VXUS Vanguard Total Intl Stock | Reduce -13.3% | 0.12% | −0.02 |
| BOND PIMCO Active Bond Exchange-T | Reduce -22.0% | 0.04% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -50.4% | 0.01% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -0.1% | 0.09% | −0.01 |
| ADP Automatic Data Processing | Reduce -0.4% | 0.83% | −0.01 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -18.7% | 0.01% | −0.00 |
| BITO Proshares Bitcoin ETF-Usd | Reduce -65.8% | 0.00% | −0.00 |
| VMBS Vanguard Mortgage-Backed Sec | Sold out | 0.00% | −0.00 |
| COF Capital One Financial Corp. | Reduce -17.1% | 0.01% | −0.00 |
| USB US Bancorp | Reduce -7.8% | 0.01% | −0.00 |
| BNY Bank of New York Mellon Corp. | Reduce -21.1% | 0.00% | −0.00 |
| FDN First Trust DJ Internet Ind | Sold out | 0.00% | −0.00 |
| L Loews Corp. | Sold out | 0.00% | −0.00 |
| LCID Lucid Group Inc. | Reduce -21.1% | 0.00% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -9.8% | 0.02% | −0.00 |
| AGEAGLE AERIAL SYS INC NEW | Sold out | 0.00% | 0.00 |
| SOLO Electrameccanica Vehicles Co. | Sold out | 0.00% | 0.00 |
| NSTGQ Nanostring Technologies Inc. | Sold out | 0.00% | 0.00 |
| WFC Wells Fargo & Co. | Reduce -2.8% | 0.01% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.7% | 5.03% | +0.00 |
| AMAT Applied Materials Inc. | Reduce -11.9% | 0.10% | +0.00 |
| META Meta Platforms Inc. Class A | Reduce -7.6% | 0.03% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.9% | 0.20% | +0.01 |
| VFH Vanguard Financials ETF | Reduce -0.2% | 3.68% | +0.10 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.1% | 7.76% | +0.11 |
| IWF iShares Russell 1000 Growth | Reduce -0.5% | 19.39% | +0.53 |
Portfolio Buys Q4 2023 → Q1 2024
| IWD iShares Russell 1000 Value E | Add +0.6% | 18.24% | +0.23 |
| STNC Hennessy Sustainable ETF | New | 0.14% | +0.14 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.8% | 2.58% | +0.11 |
| IWS iShares Russell Mid-Cap Valu | Add +0.5% | 7.76% | +0.05 |
| LVHI Franklin International Low V | Add +1.4% | 2.23% | +0.03 |
| BA The Boeing Co. | Add +175.7% | 0.06% | +0.03 |
| TGT Target Corp. | Add +0.3% | 0.21% | +0.03 |
| DIVB iShares Core Dividend ETF | Add +1.6% | 1.05% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +9.9% | 0.19% | +0.02 |
| MSFT Microsoft Corp. | Add +0.1% | 0.51% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +31.4% | 0.07% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | New | 0.01% | +0.01 |
| AMZN Amazon.com Inc. | Add +0.5% | 0.08% | +0.01 |
| VHT Vanguard Health Care ETF | Add +0.5% | 0.82% | +0.01 |
| HUM Humana Inc. | New | 0.01% | +0.01 |
| HD Home Depot Inc. | Add +2.2% | 0.07% | +0.00 |
| WCBR Wisdomtree Cybersecurity FND | New | 0.00% | +0.00 |
| WMT Walmart Inc. | Add +5.8% | 0.03% | +0.00 |
| XLP SS Consumer Staples Sel Sect | Add +1.9% | 0.61% | +0.00 |
| WES Western Midstream Partners L | Add +2.0% | 0.02% | +0.00 |
| KO The Coca-Cola Co. | Add +210.6% | 0.00% | +0.00 |
| CBSH Commerce Bancshares Inc. | New | 0.00% | +0.00 |
| VICI Vici Properties Inc. | New | 0.00% | +0.00 |
| FCX Freeport-McMoran Inc. | Add +79.4% | 0.00% | +0.00 |
| GIS General Mills Inc. | Add +32.4% | 0.00% | +0.00 |
| KHC The Kraft Heinz Co. | New | 0.00% | +0.00 |
| BSX Boston Scientific Corp. | New | 0.00% | +0.00 |
| MGM MGM Resorts International | Add +32.8% | 0.00% | +0.00 |
| MDT Medtronic PLC | Add +312.5% | 0.00% | +0.00 |
| ABBV Abbvie Inc. | Add +0.8% | 0.01% | +0.00 |
| RTX RTX Corp. | Add +4.9% | 0.01% | +0.00 |
| ARM Arm Holdings PLC-ADR | New | 0.00% | +0.00 |
| TTE Totalenergies SE -Spon ADR | New | 0.00% | +0.00 |
| PHO Invesco Water Resources ETF | New | 0.00% | +0.00 |
| MRK Merck & Co. Inc. | New | 0.00% | +0.00 |
| WM Waste Management Inc. | New | 0.00% | +0.00 |
| FV First Trust DW Focus 5 Fund | Add +0.1% | 0.02% | +0.00 |
| PDCO Patterson Cos Inc. | New | 0.00% | +0.00 |
| BALL Ball Corp. | New | 0.00% | +0.00 |
| IP International Paper Co. | Add +17.1% | 0.00% | +0.00 |
| TM Toyota Motor Corp. -Spon ADR | New | 0.00% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +3.2% | 0.01% | +0.00 |
| IBM Intl Business Machines Corp. | Add +0.8% | 0.01% | +0.00 |
| T AT&T Inc. | Add +24.5% | 0.00% | +0.00 |
| PFF iShares Preferred & Income S | New | 0.00% | +0.00 |
| TXN Texas Instruments Inc. | Add +15.1% | 0.00% | +0.00 |
| MPT Medical Properties Trust Inc. | New | 0.00% | +0.00 |
| MRNA Moderna Inc. | Add +13.7% | 0.00% | +0.00 |
| NEE Nextera Energy Inc. | New | 0.00% | +0.00 |
| ORCL Oracle Corp. | Add +1.0% | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,175 | $580.7M | IWD, IWF, IWS, IWP, IJR |
| Q1 2026 | 1,152 | $511.4M | IWD, IWF, IWS, IWP, IJR |
| Q4 2025 | 757 | $518.4M | IWF, IWD, IWP, IWS, IJR |
| Q3 2025 | 693 | $513.6M | IWF, IWD, IWP, IWS, IJR |
| Q2 2025 | 357 | $481.2M | IWF, IWD, IWP, IWS, IJR |
| Q1 2025 | 343 | $446.4M | IWD, IWF, IWP, IWS, IJR |
| Q4 2024 | 368 | $455.1M | IWF, IWD, IWP, IWS, IJR |
| Q3 2024 | 332 | $443.6M | IWD, IWF, IWS, IWP, IJR |
| Q2 2024 | 337 | $405.0M | IWF, IWD, IWP, IWS, IJR |
| Q1 2024 | 345 | $397.7M | IWF, IWD, IWS, IWP, IJR |