Cedar Mountain Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Cedar Mountain Advisors, LLC reported 368 stock positions worth $455.1 million. Its top holding was iShares Russell 1000 Growth (IWF) at 18.1% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 16.8%) and iShares Russell Mid-Cap Grow (IWP, 7.9%). Compared with Q3 2024, it opened 53 new positions, sold out of 18, added to 65 and reduced 87. The biggest buy was iShares Flex I A ETF-Usd (BINC, shares +1295%) and the biggest sale Schwab Short-Term US Treas (SCHO, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0001798986
- Portfolio Value
- $455.1M (Q4 2024)
- SEC Filing
- 0001798986-25-000001 ↗ filed Jan 21, 2025
Holdings Value
Holdings 368 stocks · $455.1M
| IWF iShares Russell 1000 Growth | 18.05% | 204,567 | $82.1M | Reduce -0.4% |
| IWD iShares Russell 1000 Value E | 16.82% | 413,551 | $76.6M | Add +0.7% |
| IWP iShares Russell Mid-Cap Grow | 7.91% | 284,013 | $36.0M | Add +2.7% |
| IWS iShares Russell Mid-Cap Valu | 7.18% | 252,667 | $32.7M | Add +1.3% |
| IJR iShares Core S&P Small-Cap E | 5.50% | 217,411 | $25.1M | Add +0.3% |
| SPSB SS SPDR P St C Corp. ETF | 4.84% | 738,260 | $22.0M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 4.70% | 41,796 | $21.4M | Reduce -0.2% |
| VFH Vanguard Financials ETF | 3.80% | 146,575 | $17.3M | Reduce -0.1% |
| SCHZ Schwab US Aggregate Bond ETF | 2.82% | 564,879 | $12.8M | Reduce -4.7% |
| VHT Vanguard Health Care ETF | 2.65% | 47,541 | $12.1M | Reduce -4.4% |
| SPHQ Invesco S&P 500 Quality ETF | 2.42% | 164,576 | $11.0M | Reduce -2.6% |
| LVHI Franklin International Low V | 2.20% | 327,622 | $10.0M | Reduce -0.2% |
| ILTB iShares Core 10+ Year Usd Bo | 2.11% | 197,464 | $9.6M | Reduce -7.7% |
| VYMI Vanguard Int High DVD YLD Inc. | 1.79% | 120,021 | $8.1M | Add +11.1% |
| FLRN SS SPDR BB Ig Float RT ETF | 1.68% | 249,121 | $7.7M | Reduce -0.0% |
| PULS Pgim Ultra Short Bond ETF | 1.67% | 153,379 | $7.6M | Add +0.1% |
| AGG iShares Core U.S. Aggregate | 1.58% | 74,305 | $7.2M | Reduce -0.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.13% | 98,879 | $5.1M | Add +1295.2% |
| VWO Vanguard Ftse Emerging Marke | 1.03% | 106,821 | $4.7M | Add +119923.6% |
| DIVB iShares Core Dividend ETF | 0.99% | 94,635 | $4.5M | Reduce -0.5% |
| ADP Automatic Data Processing | 0.85% | 13,240 | $3.9M | Add +0.1% |
| XLP SS Consumer Staples Sel Sect | 0.62% | 35,977 | $2.8M | Reduce -0.0% |
| JBND JPMorgan Active Bond ETF | 0.59% | 51,182 | $2.7M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 8,666 | $2.5M | No change |
| AAPL Apple Inc. | 0.49% | 8,992 | $2.3M | Reduce -3.0% |
| CSX CSX Corp. | 0.45% | 63,319 | $2.0M | No change |
| MSFT Microsoft Corp. | 0.43% | 4,639 | $2.0M | Reduce -3.3% |
| MINT PIMCO Enhanced Short Maturit | 0.36% | 16,352 | $1.6M | Reduce -20.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.35% | 3,921 | $1.6M | Add +0.1% |
| TSLA Tesla Inc. | 0.24% | 2,668 | $1.1M | Reduce -2.7% |
| IWM iShares Russell 2000 ETF | 0.23% | 4,838 | $1.1M | Reduce -3.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.22% | 5,832 | $987K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 1,941 | $880K | No change |
| BR Broadridge Financial Solutio | 0.18% | 3,682 | $832K | Add +0.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 15,516 | $778K | No change |
| BND Vanguard Total Bond Market | 0.17% | 10,768 | $774K | No change |
| TGT Target Corp. | 0.14% | 4,618 | $624K | No change |
| NKE Nike Inc. Class B | 0.13% | 8,025 | $607K | Reduce -15.7% |
| STNC Hennessy Sustainable ETF | 0.12% | 18,404 | $558K | No change |
| MCD McDonald's Corp. | 0.11% | 1,726 | $500K | Add +3.0% |
| NVDA Nvidia Corp. | 0.10% | 3,393 | $456K | Reduce -22.8% |
| VTIP Vanguard Short-Term Tips | 0.09% | 8,285 | $401K | No change |
| INTU Intuit Inc. | 0.08% | 581 | $365K | Reduce -0.7% |
| VXF Vanguard Extended Market ETF | 0.08% | 1,859 | $353K | No change |
| COST Costco Wholesale Corp. | 0.07% | 364 | $333K | Add +11.7% |
| BA The Boeing Co. | 0.07% | 1,818 | $322K | Add +19.8% |
| AMAT Applied Materials Inc. | 0.07% | 1,872 | $304K | Add +1.5% |
| ACI Albertsons Cos Inc. Class A | 0.06% | 14,559 | $286K | No change |
| SBUX Starbucks Corp. | 0.06% | 3,072 | $280K | Reduce -4.6% |
| SO The Southern Co. | 0.06% | 3,288 | $271K | Add +2.4% |
| HD Home Depot Inc. | 0.06% | 676 | $263K | Reduce -6.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 432 | $253K | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 0.05% | 418 | $246K | New |
| HELO JPMorgan Hedged Equity ETF | 0.05% | 3,746 | $232K | New |
| CHD Church & Dwight Co. Inc. | 0.05% | 2,200 | $230K | No change |
| UNP Union Pacific Corp. | 0.05% | 966 | $220K | Reduce -1.3% |
| PG The Procter & Gamble Co. | 0.04% | 1,197 | $201K | Add +3.2% |
| SR Spire Inc. | 0.04% | 2,852 | $193K | No change |
| AMZN Amazon.com Inc. | 0.04% | 864 | $190K | Reduce -46.8% |
| ILCG iShares Morningstar Growth E | 0.03% | 1,659 | $149K | No change |
| WMT Walmart Inc. | 0.03% | 1,641 | $148K | Reduce -2.5% |
| XOM Exxon Mobil Corp. | 0.03% | 1,359 | $146K | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.03% | 236 | $138K | Reduce -4.5% |
| VXUS Vanguard Total Intl Stock | 0.03% | 2,228 | $131K | Reduce -71.4% |
| VNQ Vanguard Real Estate ETF | 0.03% | 1,401 | $125K | Reduce -61.9% |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 2,347 | $125K | Add +72.3% |
| IWB iShares Russell 1000 ETF | 0.03% | 372 | $120K | No change |
| MS Morgan Stanley | 0.02% | 857 | $108K | Reduce -3.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 429 | $94K | Add +0.7% |
| FV First Trust DW Focus 5 Fund | 0.02% | 1,519 | $90K | Add +0.1% |
| WY Weyerhaeuser Co. | 0.02% | 2,829 | $80K | Add +0.6% |
| WM Waste Management Inc. | 0.02% | 390 | $79K | Add +2685.7% |
| WES Western Midstream Partners L | 0.02% | 1,948 | $75K | Reduce -9.7% |
| BIV Vanguard Intermediate-Term B | 0.02% | 957 | $72K | Add +3887.5% |
| GLD SPDR Gold Shares | 0.02% | 285 | $69K | No change |
| GOOG Alphabet Inc. Class C | 0.01% | 354 | $67K | Reduce -15.1% |
| GOOGL Alphabet Inc. Class A | 0.01% | 353 | $67K | Reduce -8.6% |
| XLV SS Health Care Select Sector | 0.01% | 424 | $58K | Add +12.2% |
| T AT&T Inc. | 0.01% | 2,506 | $57K | Add +508.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.01% | 673 | $55K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.01% | 477 | $55K | No change |
| NWN Northwest Natural Holding Co. | 0.01% | 1,332 | $53K | Add +14.9% |
| GE General Electric filed as GE AEROSPACE | 0.01% | 313 | $52K | Add +100.6% |
| MMM 3M Co. | 0.01% | 404 | $52K | No change |
| JPM JPMorgan Chase & Co. | 0.01% | 217 | $52K | Reduce -13.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.01% | 1,144 | $52K | New |
| BLK BlackRock Inc. | 0.01% | 50 | $51K | New |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 376 | $51K | Add +0.3% |
| BOND PIMCO Active Bond Exchange-T | 0.01% | 561 | $51K | Reduce -55.0% |
| AEE Ameren Corporation | 0.01% | 556 | $50K | No change |
| NSC Norfolk Southern Corp. | 0.01% | 200 | $47K | No change |
| ISCV iShares Morningstar Small-Ca | 0.01% | 727 | $46K | No change |
| PAYX Paychex Inc. | 0.01% | 324 | $45K | Add +0.6% |
| CW Curtiss-Wright Corp. | 0.01% | 128 | $45K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 509 | $45K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.01% | 399 | $44K | Add +38.1% |
| COIN Coinbase Global Inc. Class A | 0.01% | 177 | $44K | Reduce -12.4% |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 83 | $43K | Reduce -6.7% |
| ABBV Abbvie Inc. | 0.01% | 241 | $43K | Add +0.8% |
| V Visa Inc. Class A | 0.01% | 130 | $41K | Reduce -15.0% |
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: $455.1M.
Portfolio Sells Q3 2024 → Q4 2024
| SCHO Schwab Short-Term US Treas | Reduce -99.9% | 0.00% | −0.59 |
| VHT Vanguard Health Care ETF | Reduce -4.4% | 2.65% | −0.51 |
| ILTB iShares Core 10+ Year Usd Bo | Reduce -7.7% | 2.11% | −0.46 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -4.7% | 2.82% | −0.36 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -0.3% | 4.84% | −0.21 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -2.6% | 2.42% | −0.14 |
| AGG iShares Core U.S. Aggregate | Reduce -0.0% | 1.58% | −0.11 |
| MINT PIMCO Enhanced Short Maturit | Reduce -20.1% | 0.36% | −0.10 |
| LVHI Franklin International Low V | Reduce -0.2% | 2.20% | −0.10 |
| VXUS Vanguard Total Intl Stock | Reduce -71.4% | 0.03% | −0.09 |
| NKE Nike Inc. Class B | Reduce -15.7% | 0.13% | −0.06 |
| DIVB iShares Core Dividend ETF | Reduce -0.5% | 0.99% | −0.05 |
| VNQ Vanguard Real Estate ETF | Reduce -61.9% | 0.03% | −0.05 |
| XLP SS Consumer Staples Sel Sect | Reduce -0.0% | 0.62% | −0.05 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -0.0% | 1.68% | −0.05 |
| MSFT Microsoft Corp. | Reduce -3.3% | 0.43% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -46.8% | 0.04% | −0.03 |
| NVDA Nvidia Corp. | Reduce -22.8% | 0.10% | −0.02 |
| WWW Wolverine World Wide Inc. | Sold out | 0.00% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -3.8% | 0.23% | −0.02 |
| BOND PIMCO Active Bond Exchange-T | Reduce -55.0% | 0.01% | −0.02 |
| SBUX Starbucks Corp. | Reduce -4.6% | 0.06% | −0.01 |
| HD Home Depot Inc. | Reduce -6.8% | 0.06% | −0.01 |
| CVX Chevron Corp. | Reduce -44.6% | 0.01% | −0.01 |
| ARCC Ares Capital Corp. | Sold out | 0.00% | −0.01 |
| UNP Union Pacific Corp. | Reduce -1.3% | 0.05% | −0.01 |
| BIP Brookfield Infrastructure Pa | Sold out | 0.00% | −0.01 |
| DOW Dow Inc. | Reduce -89.2% | 0.00% | −0.01 |
| GNRC Generac Holdings Inc. | Reduce -79.4% | 0.00% | −0.00 |
| DE Deere & Co. | Reduce -81.0% | 0.00% | −0.00 |
| LLY Eli Lilly & Co. | Reduce -43.5% | 0.00% | −0.00 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.00 |
| IEO iShares U.S. Oil & Gas Explo | Reduce -84.0% | 0.00% | −0.00 |
| IEZ iShares U.S. Oil Equipment & | Reduce -85.6% | 0.00% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 0.03% | −0.00 |
| IHI iShares U.S. Medical Devices | Reduce -66.7% | 0.00% | −0.00 |
| STWD Starwood Property Trust Inc. | Sold out | 0.00% | −0.00 |
| TRIN Trinity Capital Inc. | Sold out | 0.00% | −0.00 |
| DVN Devon Energy Corp. | Reduce -80.8% | 0.00% | −0.00 |
| POR Portland General Electric Co. | Sold out | 0.00% | −0.00 |
| PRU Prudential Financial Inc. | Reduce -75.5% | 0.00% | −0.00 |
| IR Ingersoll-Rand Inc. | Sold out | 0.00% | −0.00 |
| PYPL PayPal Holdings Inc. | Reduce -78.7% | 0.00% | −0.00 |
| BITO Proshares Bitcoin ETF-Usd | Reduce -47.4% | 0.00% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.7% | 0.01% | −0.00 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -11.7% | 0.01% | −0.00 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −0.00 |
| WES Western Midstream Partners L | Reduce -9.7% | 0.02% | −0.00 |
| NPFD Nuveen Var RT Pref & Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| BINC iShares Flex I A ETF-Usd Inc. | Add +1295.2% | 1.13% | +1.04 |
| VWO Vanguard Ftse Emerging Marke | Add +119923.6% | 1.03% | +1.03 |
| IWP iShares Russell Mid-Cap Grow | Add +2.7% | 7.91% | +0.60 |
| JBND JPMorgan Active Bond ETF | New | 0.59% | +0.59 |
| IVV iShares Core S&P 500 ETF | New | 0.05% | +0.05 |
| HELO JPMorgan Hedged Equity ETF | New | 0.05% | +0.05 |
| ADP Automatic Data Processing | Add +0.1% | 0.85% | +0.03 |
| BA The Boeing Co. | Add +19.8% | 0.07% | +0.02 |
| WM Waste Management Inc. | Add +2685.7% | 0.02% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +72.3% | 0.03% | +0.02 |
| BIV Vanguard Intermediate-Term B | Add +3887.5% | 0.02% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.35% | +0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.01% | +0.01 |
| BLK BlackRock Inc. | New | 0.01% | +0.01 |
| T AT&T Inc. | Add +508.3% | 0.01% | +0.01 |
| COST Costco Wholesale Corp. | Add +11.7% | 0.07% | +0.01 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.01% | +0.01 |
| EFV iShares MSCI Eafe Value ETF | New | 0.01% | +0.01 |
| FE Firstenergy Corp. | New | 0.01% | +0.01 |
| VZ Verizon Communications Inc. | Add +655.5% | 0.01% | +0.01 |
| TFLO iShares Treasury Floating Ra | New | 0.01% | +0.01 |
| XLK SS Technology Select Sector | Add +201.9% | 0.01% | +0.01 |
| AEP American Electric Power | New | 0.01% | +0.01 |
| DFIN Donnelley Financial Solution | New | 0.01% | +0.01 |
| BR Broadridge Financial Solutio | Add +0.4% | 0.18% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | New | 0.01% | +0.01 |
| GE General Electric | Add +100.6% | 0.01% | +0.00 |
| ACWV iShares MSCI Global Min Vol | New | 0.00% | +0.00 |
| MBB iShares MBS ETF | New | 0.00% | +0.00 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.00% | +0.00 |
| XLG Invesco S&P 500 Top 50 ETF | New | 0.00% | +0.00 |
| CVS CVS Health Corp. | New | 0.00% | +0.00 |
| DIS The Walt Disney Co. | Add +38.1% | 0.01% | +0.00 |
| GEV GE Vernova Inc. | Add +102.6% | 0.01% | +0.00 |
| RIOT Riot Platforms Inc. | New | 0.00% | +0.00 |
| IWN iShares Russell 2000 Value E | New | 0.00% | +0.00 |
| IWO iShares Russell 2000 Growth | New | 0.00% | +0.00 |
| XLY SS Consumer Disc Select Sect | Add +158.8% | 0.00% | +0.00 |
| GRNY Fundstr Gran SH US LRG Cap | New | 0.00% | +0.00 |
| IYW iShares Ustechnology ETF | New | 0.00% | +0.00 |
| DGRO iShares Core Dividend Growth | New | 0.00% | +0.00 |
| IEMG iShares Core MSCI Emerging | New | 0.00% | +0.00 |
| XLI SS Industrial Select Sector | New | 0.00% | +0.00 |
| SCHR Schwab Intermediate-Term US | New | 0.00% | +0.00 |
| USIG iShares Broad Usd Investment | New | 0.00% | +0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +11.1% | 1.79% | +0.00 |
| XLF SS Financial Select Sector | Add +0.0% | 0.00% | +0.00 |
| XLC SS Comm Select Sector SPDR | New | 0.00% | +0.00 |
| PM Philip Morris International | New | 0.00% | +0.00 |
| WTRG Essential Utilities Inc. | Add +1560.0% | 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 |