Cedar Mountain Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 11, 2024), Cedar Mountain Advisors, LLC reported 337 stock positions worth $405.0 million. Its top holding was iShares Russell 1000 Growth (IWF) at 20.4% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 17.6%) and iShares Russell Mid-Cap Grow (IWP, 7.4%). Compared with Q1 2024, it opened 8 new positions, sold out of 18, added to 65 and reduced 29. The biggest buy was Invesco S&P 500 Quality ETF (SPHQ, shares +3%) and the biggest sale Automatic Data Processing (ADP, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0001798986
- Portfolio Value
- $405.0M (Q2 2024)
- SEC Filing
- 0001798986-24-000003 ↗ filed Jul 11, 2024
Holdings Value
Holdings 337 stocks · $405.0M
| IWF iShares Russell 1000 Growth | 20.42% | 226,876 | $82.7M | Reduce -0.8% |
| IWD iShares Russell 1000 Value E | 17.64% | 409,407 | $71.4M | Add +1.1% |
| IWP iShares Russell Mid-Cap Grow | 7.43% | 272,819 | $30.1M | Add +0.9% |
| IWS iShares Russell Mid-Cap Valu | 7.41% | 248,687 | $30.0M | Add +1.0% |
| IJR iShares Core S&P Small-Cap E | 5.52% | 209,716 | $22.4M | Add +1.7% |
| QQQ Invesco QQQ Trust Series 1 | 5.32% | 45,011 | $21.6M | Reduce 0.0% |
| SPSB SS SPDR P St C Corp. ETF | 4.94% | 674,014 | $20.0M | Add +0.2% |
| FLRN SS SPDR BB Ig Float RT ETF | 4.65% | 610,462 | $18.8M | Add +5.0% |
| PULS Pgim Ultra Short Bond ETF | 3.94% | 320,706 | $15.9M | Add +4.8% |
| VFH Vanguard Financials ETF | 3.54% | 143,688 | $14.4M | Add +0.6% |
| SPHQ Invesco S&P 500 Quality ETF | 2.74% | 174,882 | $11.1M | Add +3.1% |
| LVHI Franklin International Low V | 2.30% | 313,804 | $9.3M | Add +5.5% |
| SPEU State Street SPDR Portfolio | 2.20% | 213,747 | $8.9M | Add +0.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 1.81% | 107,167 | $7.3M | Add +2.0% |
| DIVB iShares Core Dividend ETF | 1.04% | 95,310 | $4.2M | Add +1.9% |
| VHT Vanguard Health Care ETF | 0.83% | 12,640 | $3.4M | Add +5.0% |
| ADP Automatic Data Processing | 0.78% | 13,215 | $3.2M | Reduce -0.3% |
| SCHO Schwab Short-Term US Treas | 0.72% | 60,907 | $2.9M | Add +3.4% |
| XLP SS Consumer Staples Sel Sect | 0.64% | 33,844 | $2.6M | Add +7.0% |
| MSFT Microsoft Corp. | 0.53% | 4,792 | $2.1M | Reduce -0.0% |
| CSX CSX Corp. | 0.52% | 63,318 | $2.1M | No change |
| MINT PIMCO Enhanced Short Maturit | 0.52% | 20,800 | $2.1M | Add +1.6% |
| AAPL Apple Inc. | 0.50% | 9,551 | $2.0M | Reduce -0.6% |
| IWM iShares Russell 2000 ETF | 0.23% | 4,494 | $912K | Reduce -8.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 2,291 | $857K | Add +4.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 1,899 | $773K | No change |
| BR Broadridge Financial Solutio | 0.18% | 3,665 | $722K | Reduce -0.2% |
| TGT Target Corp. | 0.17% | 4,634 | $686K | Reduce -0.1% |
| TSLA Tesla Inc. | 0.13% | 2,746 | $543K | Add +0.3% |
| STNC Hennessy Sustainable ETF | 0.13% | 18,404 | $541K | No change |
| NVDA Nvidia Corp. | 0.13% | 4,182 | $517K | Reduce -3.4% |
| VXUS Vanguard Total Intl Stock | 0.12% | 8,247 | $497K | Add +6.1% |
| AMAT Applied Materials Inc. | 0.11% | 1,845 | $435K | No change |
| MCD McDonald's Corp. | 0.11% | 1,676 | $427K | Reduce -0.4% |
| INTU Intuit Inc. | 0.09% | 585 | $384K | Add +0.2% |
| NKE Nike Inc. Class B | 0.09% | 4,993 | $376K | Add +4.1% |
| VNQ Vanguard Real Estate ETF | 0.09% | 4,187 | $351K | No change |
| AMZN Amazon.com Inc. | 0.08% | 1,692 | $327K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 549 | $299K | Add +0.2% |
| ACI Albertsons Cos Inc. Class A | 0.07% | 14,559 | $288K | No change |
| BA The Boeing Co. | 0.07% | 1,549 | $282K | Add +19.5% |
| COST Costco Wholesale Corp. | 0.07% | 326 | $277K | No change |
| HD Home Depot Inc. | 0.06% | 743 | $256K | Reduce -0.9% |
| SO The Southern Co. | 0.06% | 3,185 | $247K | Add +0.9% |
| CHD Church & Dwight Co. Inc. | 0.06% | 2,200 | $228K | Reduce -8.3% |
| SBUX Starbucks Corp. | 0.06% | 2,926 | $228K | Add +0.6% |
| UNP Union Pacific Corp. | 0.05% | 979 | $222K | No change |
| PG The Procter & Gamble Co. | 0.05% | 1,160 | $191K | No change |
| SR Spire Inc. | 0.04% | 2,852 | $173K | No change |
| XOM Exxon Mobil Corp. | 0.04% | 1,361 | $157K | Add +10.7% |
| BOND PIMCO Active Bond Exchange-T | 0.04% | 1,562 | $142K | Add +1.3% |
| ILCG iShares Morningstar Growth E | 0.03% | 1,666 | $136K | Reduce -4.8% |
| META Meta Platforms Inc. Class A | 0.03% | 267 | $135K | Add +22.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.03% | 764 | $123K | No change |
| WMT Walmart Inc. | 0.03% | 1,791 | $121K | No change |
| IWB iShares Russell 1000 ETF | 0.03% | 372 | $111K | Reduce -21.7% |
| FV First Trust DW Focus 5 Fund | 0.02% | 1,518 | $87K | Add +0.1% |
| MS Morgan Stanley | 0.02% | 879 | $85K | Add +0.6% |
| WY Weyerhaeuser Co. | 0.02% | 2,796 | $79K | Add +0.7% |
| GOOG Alphabet Inc. Class C | 0.02% | 426 | $78K | No change |
| WES Western Midstream Partners L | 0.02% | 1,859 | $74K | Add +2.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 422 | $73K | Add +248.8% |
| GOOGL Alphabet Inc. Class A | 0.02% | 391 | $71K | No change |
| DRIV Global X Autonomous&elec-ETF | 0.02% | 2,981 | $70K | No change |
| CVX Chevron Corp. | 0.02% | 447 | $70K | Reduce -3.9% |
| GLD SPDR Gold Shares | 0.02% | 285 | $61K | No change |
| XLV SS Health Care Select Sector | 0.01% | 378 | $55K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.01% | 477 | $55K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.01% | 673 | $55K | No change |
| IWX iShares Russell Top 200 Valu | 0.01% | 732 | $55K | No change |
| JPM JPMorgan Chase & Co. | 0.01% | 268 | $54K | Reduce -14.4% |
| DHR Danaher Corp. | 0.01% | 200 | $50K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 89 | $49K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 1,362 | $46K | Add +39.1% |
| BROS Dutch Bros Inc. Class A | 0.01% | 1,091 | $45K | No change |
| COIN Coinbase Global Inc. Class A | 0.01% | 202 | $45K | No change |
| NSC Norfolk Southern Corp. | 0.01% | 200 | $43K | No change |
| UNH Unitedhealth Group Inc. | 0.01% | 83 | $42K | No change |
| ISCV iShares Morningstar Small-Ca | 0.01% | 727 | $42K | Reduce -12.5% |
| NWN Northwest Natural Holding Co. | 0.01% | 1,154 | $42K | Add +0.4% |
| MMM 3M Co. | 0.01% | 404 | $41K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 509 | $41K | Reduce -23.0% |
| V Visa Inc. Class A | 0.01% | 157 | $41K | No change |
| PEP Pepsico Inc. | 0.01% | 249 | $41K | No change |
| ABBV Abbvie Inc. | 0.01% | 237 | $41K | Reduce -3.7% |
| WCN Waste Connections Inc. | 0.01% | 228 | $40K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.01% | 850 | $39K | Add +0.9% |
| M Macy's Inc. | 0.01% | 2,010 | $39K | Add +0.9% |
| PAYX Paychex Inc. | 0.01% | 320 | $38K | Add +0.6% |
| FBT First Trust Nyse Arca Biotec | 0.01% | 242 | $37K | No change |
| CAT Caterpillar Inc. | 0.01% | 110 | $37K | No change |
| RTX RTX Corp. | 0.01% | 365 | $37K | No change |
| BDX Becton Dickinson and Co. | 0.01% | 155 | $36K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.01% | 198 | $36K | No change |
| BARCLAYS BANK PLC | 0.01% | 3,304 | $36K | New |
| CW Curtiss-Wright Corp. | 0.01% | 128 | $35K | No change |
| OIH Vaneck Oil Services ETF | 0.01% | 109 | $34K | No change |
| ADBE Adobe Inc. | 0.01% | 62 | $34K | No change |
| PANW Palo Alto Networks Inc. | 0.01% | 101 | $34K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 259 | $33K | New |
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: $405.0M.
Portfolio Sells Q1 2024 → Q2 2024
| ADP Automatic Data Processing | Reduce -0.3% | 0.78% | −0.05 |
| TGT Target Corp. | Reduce -0.1% | 0.17% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -8.0% | 0.23% | −0.03 |
| MCD McDonald's Corp. | Reduce -0.4% | 0.11% | −0.01 |
| BR Broadridge Financial Solutio | Reduce -0.2% | 0.18% | −0.01 |
| HD Home Depot Inc. | Reduce -0.9% | 0.06% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -21.7% | 0.03% | −0.01 |
| CHD Church & Dwight Co. Inc. | Reduce -8.3% | 0.06% | −0.01 |
| CRH CRH PLC | Sold out | 0.00% | −0.01 |
| DIS The Walt Disney Co. | Reduce -32.9% | 0.01% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -23.0% | 0.01% | −0.00 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.00 |
| FST TR NEW OPPORT MLP & ENE | Sold out | 0.00% | −0.00 |
| ISCV iShares Morningstar Small-Ca | Reduce -12.5% | 0.01% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -14.4% | 0.01% | −0.00 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -23.8% | 0.01% | −0.00 |
| ABBV Abbvie Inc. | Reduce -3.7% | 0.01% | −0.00 |
| CVX Chevron Corp. | Reduce -3.9% | 0.02% | −0.00 |
| AXP American Express Co. | Sold out | 0.00% | −0.00 |
| BNY Bank of New York Mellon Corp. | Reduce -23.4% | 0.00% | −0.00 |
| VIGI Vanguard Int Div App Indx FD | Sold out | 0.00% | −0.00 |
| BLK BlackRock Finance Inc. | Reduce -9.5% | 0.00% | −0.00 |
| KO The Coca-Cola Co. | Reduce -32.2% | 0.00% | −0.00 |
| CRON Cronos Group Inc. | Sold out | 0.00% | −0.00 |
| NS Nustar Energy LP | Sold out | 0.00% | −0.00 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.00 |
| MDT Medtronic PLC | Reduce -24.2% | 0.00% | −0.00 |
| CFG Citizens Financial Group | Sold out | 0.00% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -57.1% | 0.00% | −0.00 |
| FTGC First Trust Global Tactical | Sold out | 0.00% | −0.00 |
| GUNR NT Mstar GLBL NR ETF | Sold out | 0.00% | −0.00 |
| TWST Twist Bioscience Corp. | Sold out | 0.00% | −0.00 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.00 |
| AEP American Electric Power | Sold out | 0.00% | −0.00 |
| LMND Lemonade Inc. | Sold out | 0.00% | −0.00 |
| WBD Warner Bros Discovery Inc. | Reduce -69.4% | 0.00% | −0.00 |
| FVRR Fiverr International Ltd. | Reduce -54.5% | 0.00% | −0.00 |
| FUVV Arcimoto Inc. | Sold out | 0.00% | 0.00 |
| ILCG iShares Morningstar Growth E | Reduce -4.8% | 0.03% | +0.00 |
| LLY Eli Lilly & Co. | Reduce -9.1% | 0.01% | +0.00 |
| MSFT Microsoft Corp. | Reduce -0.0% | 0.53% | +0.02 |
| NVDA Nvidia Corp. | Reduce -3.4% | 0.13% | +0.03 |
| AAPL Apple Inc. | Reduce -0.6% | 0.50% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce 0.0% | 5.32% | +0.30 |
| IWF iShares Russell 1000 Growth | Reduce -0.8% | 20.42% | +1.03 |
Portfolio Buys Q1 2024 → Q2 2024
| SPHQ Invesco S&P 500 Quality ETF | Add +3.1% | 2.74% | +0.17 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +5.0% | 4.65% | +0.14 |
| PULS Pgim Ultra Short Bond ETF | Add +4.8% | 3.94% | +0.11 |
| LVHI Franklin International Low V | Add +5.5% | 2.30% | +0.07 |
| XLP SS Consumer Staples Sel Sect | Add +7.0% | 0.64% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +4.7% | 0.21% | +0.02 |
| TSLA Tesla Inc. | Add +0.3% | 0.13% | +0.01 |
| IBM Intl Business Machines Corp. | Add +248.8% | 0.02% | +0.01 |
| VHT Vanguard Health Care ETF | Add +5.0% | 0.83% | +0.01 |
| SCHO Schwab Short-Term US Treas | Add +3.4% | 0.72% | +0.01 |
| BARCLAYS BANK PLC | New | 0.01% | +0.01 |
| IJT iShares S&P Small-Cap 600 GR | New | 0.01% | +0.01 |
| BA The Boeing Co. | Add +19.5% | 0.07% | +0.01 |
| META Meta Platforms Inc. Class A | Add +22.5% | 0.03% | +0.01 |
| SILA Sila Realty Trust Inc. | New | 0.01% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +6.1% | 0.12% | +0.00 |
| SO The Southern Co. | Add +0.9% | 0.06% | +0.00 |
| EIPI FT Energy Income ETF | New | 0.00% | +0.00 |
| AVGO Broadcom Inc. | Add +350.0% | 0.00% | +0.00 |
| XOM Exxon Mobil Corp. | Add +10.7% | 0.04% | +0.00 |
| CSCO Cisco Systems Inc. | Add +1546.2% | 0.00% | +0.00 |
| BITO Proshares Bitcoin ETF-Usd | Add +112.7% | 0.01% | +0.00 |
| WES Western Midstream Partners L | Add +2.3% | 0.02% | +0.00 |
| SOLV Solventum Corp. | Add +135.6% | 0.00% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.07% | +0.00 |
| IBIT iShares Bitcoin Trust ETF | Add +39.1% | 0.01% | +0.00 |
| MRK Merck & Co. Inc. | Add +187.0% | 0.00% | +0.00 |
| TSN Tyson Foods Inc. Class A | New | 0.00% | +0.00 |
| HUM Humana Inc. | Add +16.1% | 0.01% | +0.00 |
| ADM Archer-Daniels-Midland Co. | New | 0.00% | +0.00 |
| SUN Sunoco LP | Add +75.5% | 0.00% | +0.00 |
| IP International Paper Co. | Add +1.0% | 0.00% | +0.00 |
| KD Kyndryl Holdings Inc. | Add +305.0% | 0.00% | +0.00 |
| MS Morgan Stanley | Add +0.6% | 0.02% | +0.00 |
| GRMN Garmin Ltd. | Add +0.7% | 0.01% | +0.00 |
| T AT&T Inc. | Add +1.0% | 0.00% | +0.00 |
| HE Hawaiian Electric Inds | New | 0.00% | +0.00 |
| NKLAQ Nikola Corp. | Add +2950.8% | 0.00% | +0.00 |
| AKR Acadia Realty Trust | Add +0.9% | 0.00% | +0.00 |
| ET Energy Transfer LP | Add +2.0% | 0.00% | +0.00 |
| FDX FedEx Corp. | Add +2.0% | 0.00% | +0.00 |
| WTRG Essential Utilities Inc. | Add +28.6% | 0.00% | 0.00 |
| LEGR First Trust Indxx Innovative | Add +1.5% | 0.00% | 0.00 |
| TIP iShares Tips Bond ETF | Add +1.9% | 0.00% | 0.00 |
| NXU INC | New | 0.00% | 0.00 |
| OGN Organon & Co. | Add +200.0% | 0.00% | 0.00 |
| PFE Pfizer Inc. | Add +1.3% | 0.01% | 0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.3% | 0.00% | 0.00 |
| KBE SS SPDR S&P Bank ETF | Add +0.9% | 0.00% | −0.00 |
| BLCN Siren NXGN Ecnmy ETF-Usd Inc. | 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 |