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| Name: |
Cedar Mountain Advisors LLC |
| City: |
PORTLAND |
| State: |
OR |
| Zip: |
97201 |
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data |
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| Holdings
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24 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IWF |
iShares Russell 1000 Growth |
1 |
- |
$336.67 |
$77,112,000 |
228,784 |
19.39% |
7,425,000 |
-1,076 |
0.085 |
Closed - End Fund - E... |
|
|
IWP |
iShares Tr Russell MidCap Gr |
4 |
- |
$110.32 |
$30,865,000 |
270,410 |
7.76% |
2,592,000 |
-248 |
0.036 |
Closed - End Fund - E... |
|
|
QQQ |
Invesco QQQ Trust Series I |
7 |
- |
$442.06 |
$19,986,000 |
45,012 |
5.03% |
1,428,000 |
-305 |
0.009 |
Closed - End Fund - Debt |
|
|
VFH |
Vanguard Financial VIPERS |
10 |
- |
$101.53 |
$14,618,000 |
142,771 |
3.68% |
1,418,000 |
-298 |
0.144 |
Closed - End Fund - E... |
|
|
FEU |
streetTRACKS DJ STOXX 50 |
12 |
- |
$43.10 |
$8,949,000 |
212,659 |
2.25% |
339,000 |
-876 |
0.884 |
Closed - End Fund - E... |
|
|
ADP |
Automatic Data Processing Inc |
16 |
- |
$246.86 |
$3,311,000 |
13,257 |
0.83% |
209,000 |
-57 |
0.003 |
Business Software & S... |
|
|
AAPL |
Apple Inc |
23 |
- |
$183.05 |
$1,647,000 |
9,607 |
0.41% |
-252,000 |
-256 |
0 |
Personal Computers |
|
|
BRK.B |
Berkshire Hathaway B |
26 |
- |
$412.05 |
$799,000 |
1,899 |
0.2% |
94,000 |
-77 |
0 |
Property & Casualty I... |
|
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TSLA |
Tesla Motors Inc |
30 |
- |
$177.81 |
$481,000 |
2,737 |
0.12% |
-224,000 |
-100 |
0 |
Auto Manufacturers |
|
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VXUS |
Vanguard Total Internationa... |
32 |
- |
$61.05 |
$469,000 |
7,773 |
0.12% |
-51,000 |
-1,198 |
0.001 |
Closed - End Fund - E... |
|
|
NKE |
Nike Inc B |
33 |
- |
$90.94 |
$451,000 |
4,795 |
0.11% |
-137,000 |
-619 |
0 |
Textile - Apparel Foo... |
|
|
AMAT |
Applied Materials Inc |
36 |
- |
$209.73 |
$380,000 |
1,845 |
0.1% |
41,000 |
-249 |
0 |
Semiconductor Equipme... |
|
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VNQ |
Vanguard REIT Index VIPERs |
37 |
- |
$82.89 |
$362,000 |
4,187 |
0.09% |
-8,000 |
-6 |
0.001 |
Closed - End Fund - E... |
|
|
BOND |
Pimco Total Return Exchange... |
51 |
- |
$89.43 |
$142,000 |
1,542 |
0.04% |
-41,000 |
-434 |
0.004 |
N/A |
|
|
FB |
Meta Platforms Inc |
56 |
- |
$476.20 |
$106,000 |
218 |
0.03% |
22,000 |
-18 |
0 |
Internet Service Prov... |
|
|
JPM |
JP Morgan Chase & Co |
64 |
- |
$198.77 |
$63,000 |
313 |
0.02% |
4,000 |
-34 |
0 |
Domestic Money Center... |
|
|
IEI |
iShares Barclays 3-7 Year T... |
71 |
- |
$114.37 |
$55,000 |
477 |
0.01% |
-14,000 |
-110 |
0 |
Closed - End Fund - E... |
|
|
SCHZ |
Schwab Us Aggregate Bond |
89 |
- |
$45.20 |
$39,000 |
842 |
0.01% |
-40,000 |
-856 |
0 |
N/A |
|
|
USB |
US Bancorp Delaware |
93 |
- |
$41.85 |
$37,000 |
829 |
0.01% |
-2,000 |
-70 |
0 |
Domestic Regional Banks |
|
|
WFC |
Wells Fargo & Co |
98 |
- |
$61.89 |
$36,000 |
625 |
0.01% |
4,000 |
-18 |
0 |
Domestic Money Center... |
|
|
COF |
Capital One Financial Corp |
100 |
- |
$142.56 |
$33,000 |
219 |
0.01% |
-2,000 |
-45 |
0 |
Credit Services |
|
|
BK |
Bank of New York Mellon Corp |
148 |
- |
$58.44 |
$18,000 |
307 |
0% |
-2,000 |
-82 |
0 |
Domestic Money Center... |
|
|
BITO |
Proshares Bitcoin Strategy Etf |
150 |
- |
$0.00 |
$17,000 |
527 |
0% |
-15,000 |
-1,014 |
0 |
N/A |
|
|
LCID |
Lucid Group, Inc. |
272 |
- |
$2.66 |
$2,000 |
748 |
0% |
-2,000 |
-200 |
0 |
N/A |
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