Cedar Mountain Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 15, 2024), Cedar Mountain Advisors, LLC reported 332 stock positions worth $443.6 million. Its top holding was iShares Russell 1000 Value E (IWD) at 17.6% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 17.4%) and iShares Russell Mid-Cap Valu (IWS, 7.4%). Compared with Q2 2024, it opened 24 new positions, sold out of 30, added to 66 and reduced 51. The biggest buy was Schwab US Aggregate Bond ETF (SCHZ, shares +34781%) and the biggest sale iShares Russell 1000 Growth (IWF, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0001798986
- Portfolio Value
- $443.6M (Q3 2024)
- SEC Filing
- 0001798986-24-000004 ↗ filed Oct 15, 2024
Holdings Value
Holdings 332 stocks · $443.6M
| IWD iShares Russell 1000 Value E | 17.58% | 410,900 | $78.0M | Add +0.4% |
| IWF iShares Russell 1000 Growth | 17.38% | 205,416 | $77.1M | Reduce -9.5% |
| IWS iShares Russell Mid-Cap Valu | 7.43% | 249,347 | $33.0M | Add +0.3% |
| IWP iShares Russell Mid-Cap Grow | 7.31% | 276,566 | $32.4M | Add +1.4% |
| IJR iShares Core S&P Small-Cap E | 5.71% | 216,751 | $25.4M | Add +3.4% |
| SPSB SS SPDR P St C Corp. ETF | 5.05% | 740,563 | $22.4M | Add +9.9% |
| QQQ Invesco QQQ Trust Series 1 | 4.61% | 41,871 | $20.4M | Reduce -7.0% |
| VFH Vanguard Financials ETF | 3.63% | 146,654 | $16.1M | Add +2.1% |
| SCHZ Schwab US Aggregate Bond ETF | 3.18% | 296,487 | $14.1M | Add +34780.8% |
| VHT Vanguard Health Care ETF | 3.16% | 49,708 | $14.0M | Add +293.3% |
| ILTB iShares Core 10+ Year Usd Bo | 2.57% | 214,013 | $11.4M | New |
| SPHQ Invesco S&P 500 Quality ETF | 2.56% | 169,000 | $11.4M | Reduce -3.4% |
| LVHI Franklin International Low V | 2.30% | 328,261 | $10.2M | Add +4.6% |
| VYMI Vanguard Int High DVD YLD Inc. | 1.79% | 108,061 | $7.9M | Add +0.8% |
| FLRN SS SPDR BB Ig Float RT ETF | 1.73% | 249,172 | $7.7M | Reduce -59.2% |
| PULS Pgim Ultra Short Bond ETF | 1.72% | 153,297 | $7.6M | Reduce -52.2% |
| AGG iShares Core U.S. Aggregate | 1.70% | 74,321 | $7.5M | New |
| DIVB iShares Core Dividend ETF | 1.04% | 95,145 | $4.6M | Reduce -0.2% |
| ADP Automatic Data Processing | 0.83% | 13,228 | $3.7M | Add +0.1% |
| XLP SS Consumer Staples Sel Sect | 0.67% | 35,983 | $3.0M | Add +6.3% |
| SCHO Schwab Short-Term US Treas | 0.59% | 53,748 | $2.6M | Reduce -11.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 8,666 | $2.5M | New |
| CSX CSX Corp. | 0.49% | 63,319 | $2.2M | Add +0.0% |
| AAPL Apple Inc. | 0.49% | 9,272 | $2.2M | Reduce -2.9% |
| MSFT Microsoft Corp. | 0.47% | 4,796 | $2.1M | Add +0.1% |
| MINT PIMCO Enhanced Short Maturit | 0.46% | 20,453 | $2.1M | Reduce -1.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.34% | 3,917 | $1.5M | Add +71.0% |
| IWM iShares Russell 2000 ETF | 0.25% | 5,031 | $1.1M | Add +11.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.23% | 5,832 | $1.0M | Add +663.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 1,941 | $893K | Add +2.2% |
| NKE Nike Inc. Class B | 0.19% | 9,524 | $842K | Add +90.8% |
| BND Vanguard Total Bond Market | 0.18% | 10,768 | $809K | Add +0.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.18% | 15,516 | $793K | New |
| BR Broadridge Financial Solutio | 0.18% | 3,667 | $789K | Add +0.1% |
| TGT Target Corp. | 0.16% | 4,618 | $720K | Reduce -0.3% |
| TSLA Tesla Inc. | 0.16% | 2,741 | $717K | Reduce -0.2% |
| STNC Hennessy Sustainable ETF | 0.13% | 18,404 | $576K | No change |
| NVDA Nvidia Corp. | 0.12% | 4,396 | $534K | Add +5.1% |
| MCD McDonald's Corp. | 0.12% | 1,676 | $510K | No change |
| VXUS Vanguard Total Intl Stock | 0.11% | 7,800 | $505K | Reduce -5.4% |
| VTIP Vanguard Short-Term Tips | 0.09% | 8,285 | $409K | New |
| BINC iShares Flex I A ETF-Usd Inc. | 0.09% | 7,087 | $379K | New |
| AMAT Applied Materials Inc. | 0.08% | 1,845 | $373K | No change |
| INTU Intuit Inc. | 0.08% | 585 | $364K | No change |
| VNQ Vanguard Real Estate ETF | 0.08% | 3,673 | $358K | Reduce -12.3% |
| VXF Vanguard Extended Market ETF | 0.08% | 1,859 | $338K | New |
| SBUX Starbucks Corp. | 0.07% | 3,220 | $314K | Add +10.1% |
| AMZN Amazon.com Inc. | 0.07% | 1,624 | $303K | Reduce -4.0% |
| HD Home Depot Inc. | 0.07% | 725 | $294K | Reduce -2.4% |
| SO The Southern Co. | 0.07% | 3,210 | $290K | Add +0.8% |
| COST Costco Wholesale Corp. | 0.07% | 326 | $289K | No change |
| ACI Albertsons Cos Inc. Class A | 0.06% | 14,559 | $269K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 430 | $247K | Reduce -21.7% |
| UNP Union Pacific Corp. | 0.05% | 979 | $241K | No change |
| BA The Boeing Co. | 0.05% | 1,518 | $231K | Reduce -2.0% |
| CHD Church & Dwight Co. Inc. | 0.05% | 2,200 | $230K | No change |
| PG The Procter & Gamble Co. | 0.05% | 1,160 | $201K | No change |
| SR Spire Inc. | 0.04% | 2,852 | $192K | No change |
| XOM Exxon Mobil Corp. | 0.04% | 1,370 | $161K | Add +0.7% |
| META Meta Platforms Inc. Class A | 0.03% | 247 | $142K | Reduce -7.5% |
| ILCG iShares Morningstar Growth E | 0.03% | 1,659 | $139K | Reduce -0.4% |
| WMT Walmart Inc. | 0.03% | 1,684 | $136K | Reduce -6.0% |
| BOND PIMCO Active Bond Exchange-T | 0.03% | 1,248 | $118K | Reduce -20.1% |
| IWB iShares Russell 1000 ETF | 0.03% | 372 | $117K | No change |
| WY Weyerhaeuser Co. | 0.02% | 2,812 | $95K | Add +0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 426 | $94K | Add +0.9% |
| MS Morgan Stanley | 0.02% | 885 | $92K | Add +0.7% |
| FV First Trust DW Focus 5 Fund | 0.02% | 1,518 | $88K | No change |
| WES Western Midstream Partners L | 0.02% | 2,158 | $83K | Add +16.1% |
| WWW Wolverine World Wide Inc. | 0.02% | 4,021 | $70K | New |
| GOOG Alphabet Inc. Class C | 0.02% | 417 | $70K | Reduce -2.1% |
| GLD SPDR Gold Shares | 0.02% | 285 | $69K | No change |
| CVX Chevron Corp. | 0.01% | 451 | $66K | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 0.01% | 386 | $64K | Reduce -1.3% |
| XLV SS Health Care Select Sector | 0.01% | 378 | $58K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.01% | 477 | $57K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.01% | 673 | $56K | No change |
| MMM 3M Co. | 0.01% | 404 | $55K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 89 | $55K | No change |
| JPM JPMorgan Chase & Co. | 0.01% | 251 | $53K | Reduce -6.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 375 | $52K | Add +44.8% |
| NSC Norfolk Southern Corp. | 0.01% | 200 | $50K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 1,362 | $49K | No change |
| AEE Ameren Corporation | 0.01% | 556 | $49K | New |
| NWN Northwest Natural Holding Co. | 0.01% | 1,159 | $47K | Add +0.4% |
| ABBV Abbvie Inc. | 0.01% | 239 | $47K | Add +0.8% |
| ISCV iShares Morningstar Small-Ca | 0.01% | 727 | $46K | No change |
| UNH Unitedhealth Group Inc. | 0.01% | 77 | $45K | Reduce -7.2% |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 509 | $45K | No change |
| PAYX Paychex Inc. | 0.01% | 322 | $43K | Add +0.6% |
| PEP Pepsico Inc. | 0.01% | 249 | $42K | No change |
| RTX RTX Corp. | 0.01% | 349 | $42K | Reduce -4.4% |
| CAT Caterpillar Inc. | 0.01% | 108 | $42K | Reduce -1.8% |
| CW Curtiss-Wright Corp. | 0.01% | 128 | $42K | No change |
| V Visa Inc. Class A | 0.01% | 153 | $42K | Reduce -2.5% |
| FBT First Trust Nyse Arca Biotec | 0.01% | 242 | $42K | No change |
| LLY Eli Lilly & Co. | 0.01% | 46 | $41K | Add +53.3% |
| WCN Waste Connections Inc. | 0.01% | 228 | $41K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.01% | 198 | $39K | No change |
| BDX Becton Dickinson and Co. | 0.01% | 155 | $37K | No change |
Lines left out (3) · $4 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| HDV iShares Core High Dividend E | CORE HIGH DV ETF | 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: $443.6M.
Portfolio Sells Q2 2024 → Q3 2024
| IWF iShares Russell 1000 Growth | Reduce -9.5% | 17.38% | −3.04 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -59.2% | 1.73% | −2.92 |
| PULS Pgim Ultra Short Bond ETF | Reduce -52.2% | 1.72% | −2.22 |
| SPEU State Street SPDR Portfolio | Reduce -99.9% | 0.00% | −2.20 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -7.0% | 4.61% | −0.72 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -3.4% | 2.56% | −0.18 |
| SCHO Schwab Short-Term US Treas | Reduce -11.8% | 0.59% | −0.13 |
| MINT PIMCO Enhanced Short Maturit | Reduce -1.7% | 0.46% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -21.7% | 0.06% | −0.02 |
| BA The Boeing Co. | Reduce -2.0% | 0.05% | −0.02 |
| DRIV Global X Autonomous&elec-ETF | Reduce -97.4% | 0.00% | −0.02 |
| IWX iShares Russell Top 200 Valu | Sold out | 0.00% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -4.0% | 0.07% | −0.01 |
| AAPL Apple Inc. | Reduce -2.9% | 0.49% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -5.4% | 0.11% | −0.01 |
| BARCLAYS BANK PLC | Sold out | 0.00% | −0.01 |
| BOND PIMCO Active Bond Exchange-T | Reduce -20.1% | 0.03% | −0.01 |
| TGT Target Corp. | Reduce -0.3% | 0.16% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -12.3% | 0.08% | −0.01 |
| DHR Danaher Corp. | Reduce -41.5% | 0.01% | −0.01 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -2.1% | 0.02% | −0.00 |
| LIN Linde PLC | Sold out | 0.00% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -1.3% | 0.01% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -87.8% | 0.00% | −0.00 |
| ILCG iShares Morningstar Growth E | Reduce -0.4% | 0.03% | −0.00 |
| DIVB iShares Core Dividend ETF | Reduce -0.2% | 1.04% | −0.00 |
| SIRI Sirius XM Holdings Inc. | Sold out | 0.00% | −0.00 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.00 |
| ADBE Adobe Inc. | Reduce -3.2% | 0.01% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -7.5% | 0.03% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -6.3% | 0.01% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -65.2% | 0.00% | −0.00 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.00 |
| FCX Freeport-McMoran Inc. | Reduce -44.3% | 0.00% | −0.00 |
| MRNA Moderna Inc. | Reduce -12.1% | 0.00% | −0.00 |
| HBI Hanesbrands Inc. | Sold out | 0.00% | −0.00 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.00 |
| BNY Bank of New York Mellon Corp. | Reduce -29.8% | 0.00% | −0.00 |
| GIS General Mills Inc. | Reduce -24.4% | 0.00% | −0.00 |
| PHO Invesco Water Resources ETF | Sold out | 0.00% | −0.00 |
| ILCB iShares Morningstar U.S. Equ | Reduce -9.5% | 0.01% | −0.00 |
| UPS United Parcel Service Class B | Reduce -18.1% | 0.00% | −0.00 |
| V Visa Inc. Class A | Reduce -2.5% | 0.01% | −0.00 |
| BTCY Biotricity Inc. | Sold out | 0.00% | −0.00 |
| PDCO Patterson Cos Inc. | Sold out | 0.00% | −0.00 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.00 |
| BALL Ball Corp. | Sold out | 0.00% | −0.00 |
| TM Toyota Motor Corp. -Spon ADR | Sold out | 0.00% | −0.00 |
| CGC Canopy Growth Corp. | Reduce -90.9% | 0.00% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| SCHZ Schwab US Aggregate Bond ETF | Add +34780.8% | 3.18% | +3.17 |
| ILTB iShares Core 10+ Year Usd Bo | New | 2.57% | +2.57 |
| VHT Vanguard Health Care ETF | Add +293.3% | 3.16% | +2.33 |
| AGG iShares Core U.S. Aggregate | New | 1.70% | +1.70 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.55% | +0.55 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +663.4% | 0.23% | +0.20 |
| IJR iShares Core S&P Small-Cap E | Add +3.4% | 5.71% | +0.19 |
| BND Vanguard Total Bond Market | Add +0.0% | 0.18% | +0.18 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.18% | +0.18 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +71.0% | 0.34% | +0.13 |
| SPSB SS SPDR P St C Corp. ETF | Add +9.9% | 5.05% | +0.11 |
| NKE Nike Inc. Class B | Add +90.8% | 0.19% | +0.10 |
| VTIP Vanguard Short-Term Tips | New | 0.09% | +0.09 |
| VFH Vanguard Financials ETF | Add +2.1% | 3.63% | +0.09 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.09% | +0.09 |
| VXF Vanguard Extended Market ETF | New | 0.08% | +0.08 |
| ADP Automatic Data Processing | Add +0.1% | 0.83% | +0.05 |
| XLP SS Consumer Staples Sel Sect | Add +6.3% | 0.67% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +11.9% | 0.25% | +0.03 |
| IWS iShares Russell Mid-Cap Valu | Add +0.3% | 7.43% | +0.02 |
| WWW Wolverine World Wide Inc. | New | 0.02% | +0.02 |
| SBUX Starbucks Corp. | Add +10.1% | 0.07% | +0.01 |
| AEE Ameren Corporation | New | 0.01% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.2% | 0.20% | +0.01 |
| BIP Brookfield Infrastructure Pa | New | 0.01% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.00% | +0.00 |
| SO The Southern Co. | Add +0.8% | 0.07% | +0.00 |
| IJT iShares S&P Small-Cap 600 GR | Add +44.8% | 0.01% | +0.00 |
| POR Portland General Electric Co. | New | 0.00% | +0.00 |
| IBM Intl Business Machines Corp. | Add +0.9% | 0.02% | +0.00 |
| LVHI Franklin International Low V | Add +4.6% | 2.30% | +0.00 |
| ISRG Intuitive Surgical Inc. | New | 0.00% | +0.00 |
| FISV Fiserv Inc. | Add +42.5% | 0.01% | +0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.00% | +0.00 |
| LLY Eli Lilly & Co. | Add +53.3% | 0.01% | +0.00 |
| EPD Enterprise Products Partners | New | 0.00% | +0.00 |
| NPFD Nuveen Var RT Pref & Inc. | New | 0.00% | +0.00 |
| MAIN Main Street Capital Corp. | New | 0.00% | +0.00 |
| WY Weyerhaeuser Co. | Add +0.6% | 0.02% | +0.00 |
| SIRI Sirius XM Holdings Inc. | New | 0.00% | +0.00 |
| BITO Proshares Bitcoin ETF-Usd | Add +57.8% | 0.01% | +0.00 |
| O Realty Income Corp. | New | 0.00% | +0.00 |
| UPST Upstart Holdings Inc. | New | 0.00% | +0.00 |
| MGM MGM Resorts International | Add +60.9% | 0.01% | +0.00 |
| BCE Bce Inc. | New | 0.00% | +0.00 |
| ET Energy Transfer LP | Add +56.0% | 0.00% | +0.00 |
| BIPC Brookfield Infrastructure-A | New | 0.00% | +0.00 |
| COP Conocophillips | Add +48.3% | 0.00% | +0.00 |
| X United States Steel Corp. | Add +101.0% | 0.00% | +0.00 |
| VTRS Viatris Inc. | Add +14.4% | 0.01% | +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 |