CEDAR MOUNTAIN ADVISORS, LLC Holdings
CEDAR MOUNTAIN ADVISORS, LLC is an investment fund managing more than 300.48M US dollars. The largest holdings include iShares Russell 1000 Value ETF, iShares Russell 1000 Growth ETF and SPDR Portfolio Short Term Corporate Bond ETF. In Q3 2022 the fund bought assets of total value of 12.33M US dollars and sold assets of total value of 3.61M US dollars.
CEDAR MOUNTAIN ADVISORS, LLC portfolio value:
$300.47M
portfolio value
CEDAR MOUNTAIN ADVISORS, LLC quarter portfolio value change:
-5.33%
quarter
CEDAR MOUNTAIN ADVISORS, LLC 1 year portfolio value change:
-21.27%
1 year
CEDAR MOUNTAIN ADVISORS, LLC portfolio changes
| Period | Buy | Sel |
|---|---|---|
| Q1 2020 | -20515000 | 10673000 |
| Q2 2020 | 22437000 | 7654000 |
| Q3 2020 | 6001000 | 9452000 |
| Q4 2020 | 21667000 | 10187000 |
| Q1 2021 | 12787000 | 2602000 |
| Q2 2021 | 13732000 | 7327000 |
| Q3 2021 | 1726000 | 3795000 |
| Q4 2021 | 16444000 | 7884000 |
| Q1 2022 | 22609000 | 9704000 |
| Q2 2022 | -24512000 | 19524000 |
| Q3 2022 | 12326000 | 3608000 |
CEDAR MOUNTAIN ADVISORS, LLC 13F holdings
| Stock |
|---|
| Portfolio share: 18.47% Portfolio value: 55.49M Avg. open price: $139.35 Current price: $156.48 P/L: +12.29% Bought +6.49% shares Q3 2022 |
| Portfolio share: 16.81% Portfolio value: 50.50M Avg. open price: $255.68 Current price: $229.35 P/L: -10.30% Bought +1.93% shares Q3 2022 |
| Portfolio share: 7.99% Portfolio value: 24.01M Avg. open price: $30.8 Current price: $29.42 P/L: -4.49% Sold -4.49% shares Q3 2022 |
| Portfolio share: 7.81% Portfolio value: 23.46M Avg. open price: $93 Current price: $109.66 P/L: +17.92% Bought +1.21% shares Q3 2022 |
| Portfolio share: 7.16% Portfolio value: 21.51M Avg. open price: $81.17 Current price: $88.15 P/L: +8.60% Bought +0.52% shares Q3 2022 |
| Portfolio share: 6.03% Portfolio value: 18.13M Avg. open price: $107.11 Current price: $99.53 P/L: -7.08% Sold -1.35% shares Q3 2022 |
| Portfolio share: 5.67% Portfolio value: 17.03M Avg. open price: $30.11 Current price: $30.29 P/L: +0.60% Bought +15.17% shares Q3 2022 |
| Portfolio share: 4.78% Portfolio value: 14.36M Avg. open price: $49.07 Current price: $49.02 P/L: -0.10% Bought +78.44% shares Q3 2022 |
| Portfolio share: 4.19% Portfolio value: 12.60M Avg. open price: $287.09 Current price: $288.96 P/L: +0.65% Bought +3.26% shares Q3 2022 |
| Portfolio share: 3.42% Portfolio value: 10.26M Avg. open price: $88.49 Current price: $86.07 P/L: -2.74% Bought +4.40% shares Q3 2022 |
| Portfolio share: 2.61% Portfolio value: 7.83M Avg. open price: $131.47 Current price: $144.11 P/L: +9.62% Bought +5.78% shares Q3 2022 |
| Portfolio share: 2.25% Portfolio value: 6.76M Avg. open price: $33.66 Current price: $46.39 P/L: +37.83% Bought +1.57% shares Q3 2022 |
| Portfolio share: 2.21% Portfolio value: 6.62M Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022 |
| Portfolio share: 1.09% Portfolio value: 3.28M Avg. open price: $67.09 Current price: $60.62 P/L: -9.64% Bought +6.14% shares Q3 2022 |
| Portfolio share: 1.00% Portfolio value: 3.00M Avg. open price: $190.13 Current price: $265.71 P/L: +39.75% Bought +0.16% shares Q3 2022 |
| Portfolio share: 0.96% Portfolio value: 2.88M Avg. open price: N/A Current price: N/A P/L: N/A Bought +3.21% shares Q3 2022 |
| Portfolio share: 0.91% Portfolio value: 2.74M Avg. open price: $165.65 Current price: $253.96 P/L: +53.31% Sold -1.96% shares Q3 2022 |
| Portfolio share: 0.69% Portfolio value: 2.06M Avg. open price: $73.79 Current price: $76.36 P/L: +3.47% Bought +3.87% shares Q3 2022 |
| Portfolio share: 0.69% Portfolio value: 2.06M Avg. open price: $100.15 Current price: $98.65 P/L: -1.50% Bought +1.37% shares Q3 2022 |
| Portfolio share: 0.56% Portfolio value: 1.68M Avg. open price: $31.88 Current price: $31.61 P/L: -0.85% Sold -0.00% shares Q3 2021 |
| Portfolio share: 0.46% Portfolio value: 1.36M Avg. open price: $131.28 Current price: $147.21 P/L: +12.13% Sold -0.58% shares Q3 2022 |
| Portfolio share: 0.28% Portfolio value: 854K Avg. open price: $176.54 Current price: $183.65 P/L: +4.02% Bought +1.27% shares Q3 2022 |
| Portfolio share: 0.25% Portfolio value: 760K Avg. open price: $270.98 Current price: $250.69 P/L: -7.49% Sold -0.55% shares Q3 2022 |
| Portfolio share: 0.24% Portfolio value: 715K Avg. open price: $187.05 Current price: $184.17 P/L: -1.54% Bought +0.34% shares Q3 2022 |
| Portfolio share: 0.23% Portfolio value: 685K Avg. open price: N/A Current price: $157.13 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.18% Portfolio value: 538K Avg. open price: $140.18 Current price: $145.81 P/L: +4.02% Bought +0.08% shares Q3 2022 |
| Portfolio share: 0.18% Portfolio value: 531K Avg. open price: N/A Current price: N/A P/L: N/A Bought +20.63% shares Q4 2021 |
| Portfolio share: 0.15% Portfolio value: 440K Avg. open price: $86.4 Current price: $86.5 P/L: +0.11% Bought +0.62% shares Q3 2022 |
| Portfolio share: 0.14% Portfolio value: 423K Avg. open price: $55.12 Current price: $53.28 P/L: -3.34% Bought +0.52% shares Q3 2022 |
| Portfolio share: 0.13% Portfolio value: 395K Avg. open price: $247.28 Current price: $272.11 P/L: +10.04% Bought +0.94% shares Q2 2022 |
| Portfolio share: 0.10% Portfolio value: 294K Avg. open price: $219.34 Current price: $229.48 P/L: +4.62% Bought +0.15% shares Q3 2022 |
| Portfolio share: 0.10% Portfolio value: 288K Avg. open price: $139.2 Current price: $109.97 P/L: -21.00% Bought +0.78% shares Q3 2022 |
| Portfolio share: 0.08% Portfolio value: 236K Avg. open price: N/A Current price: $20.98 P/L: N/A N/A Q3 2020 |
| Portfolio share: 0.07% Portfolio value: 224K Avg. open price: $276.11 Current price: $396.3 P/L: +43.53% Bought +0.17% shares Q3 2022 |
| Portfolio share: 0.07% Portfolio value: 223K Avg. open price: $86.99 Current price: $103.79 P/L: +19.31% Bought +0.46% shares Q3 2022 |
| Portfolio share: 0.07% Portfolio value: 213K Avg. open price: $237.3 Current price: $322.01 P/L: +35.70% Sold -5.75% shares Q2 2022 |
| Portfolio share: 0.07% Portfolio value: 203K Avg. open price: $57.78 Current price: $67.34 P/L: +16.54% Bought +0.37% shares Q3 2022 |
| Portfolio share: 0.06% Portfolio value: 189K Avg. open price: $136.92 Current price: $211.9 P/L: +54.76% Sold -0.10% shares Q2 2021 |
| Portfolio share: 0.06% Portfolio value: 189K Avg. open price: $54.2 Current price: $46.39 P/L: -14.41% Sold -10.50% shares Q3 2022 |
| Portfolio share: 0.06% Portfolio value: 182K Avg. open price: $58.72 Current price: $107.66 P/L: +83.34% Bought +10.63% shares Q2 2022 |
| Portfolio share: 0.06% Portfolio value: 178K Avg. open price: N/A Current price: $65.12 P/L: N/A Sold -2.50% shares Q1 2022 |
| Portfolio share: 0.06% Portfolio value: 171K Avg. open price: N/A Current price: $80.83 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.05% Portfolio value: 164K Avg. open price: $107.68 Current price: $91.58 P/L: -14.96% Bought +9.59% shares Q3 2022 |
| Portfolio share: 0.05% Portfolio value: 146K Avg. open price: $132.93 Current price: $149.47 P/L: +12.44% Bought +0.09% shares Q3 2022 |
| Portfolio share: 0.05% Portfolio value: 137K Avg. open price: $55.49 Current price: $29.25 P/L: -47.30% Sold -12.94% shares Q3 2022 |
| Portfolio share: 0.05% Portfolio value: 137K Avg. open price: $274.12 Current price: $488.04 P/L: +78.04% Bought +6.59% shares Q2 2020 |
| Portfolio share: 0.04% Portfolio value: 135K Avg. open price: $102.98 Current price: $177.95 P/L: +72.80% Bought +0.11% shares Q2 2022 |
| Portfolio share: 0.04% Portfolio value: 108K Avg. open price: $173.85 Current price: $220.67 P/L: +26.93% Sold -11.77% shares Q1 2022 |
| Portfolio share: 0.03% Portfolio value: 103K Avg. open price: $393.43 Current price: $401.42 P/L: +2.03% Bought +6.30% shares Q3 2022 |
| Portfolio share: 0.03% Portfolio value: 93K Avg. open price: $797.05 Current price: $91.58 P/L: -88.51% Bought +2.63% shares Q3 2022 |
| Portfolio share: 0.03% Portfolio value: 84K Avg. open price: N/A Current price: $52.85 P/L: N/A Sold -3.37% shares Q2 2022 |
| Portfolio share: 0.03% Portfolio value: 83K Avg. open price: $213.64 Current price: $186.96 P/L: -12.49% Sold -2.15% shares Q2 2022 |
| Portfolio share: 0.03% Portfolio value: 81K Avg. open price: $131.57 Current price: $115.97 P/L: -11.86% Sold -56.04% shares Q3 2022 |
| Portfolio share: 0.03% Portfolio value: 80K Avg. open price: $122.82 Current price: $97.27 P/L: -20.80% Bought +1.19% shares Q4 2021 |
| Portfolio share: 0.03% Portfolio value: 80K Avg. open price: $79.16 Current price: $78.22 P/L: -1.19% Bought +0.10% shares Q3 2022 |
| Portfolio share: 0.03% Portfolio value: 79K Avg. open price: $32.61 Current price: $33.49 P/L: +2.71% Sold -20.45% shares Q3 2022 |
| Portfolio share: 0.03% Portfolio value: 77K Avg. open price: $23.96 Current price: $22.86 P/L: -4.61% Bought +0.50% shares Q3 2022 |
| Portfolio share: 0.03% Portfolio value: 77K Avg. open price: $32.3 Current price: $31.57 P/L: -2.26% Bought +0.53% shares Q3 2022 |
| Portfolio share: 0.03% Portfolio value: 76K Avg. open price: $74.23 Current price: $89.88 P/L: +21.08% Bought +0.52% shares Q3 2022 |
| Portfolio share: 0.02% Portfolio value: 74K Avg. open price: $1,162.81 Current price: $100.59 P/L: -91.35% Sold -0.90% shares Q3 2022 |
| Portfolio share: 0.02% Portfolio value: 72K Avg. open price: $110.93 Current price: $151.51 P/L: +36.58% Sold -0.18% shares Q2 2021 |
| Portfolio share: 0.02% Portfolio value: 62K Avg. open price: $145.7 Current price: $183.79 P/L: +26.14% Sold -10.14% shares Q2 2022 |
| Portfolio share: 0.02% Portfolio value: 61K Avg. open price: $138.32 Current price: $268.81 P/L: +94.34% Sold -2.48% shares Q1 2021 |
| Portfolio share: 0.02% Portfolio value: 61K Avg. open price: $38.63 Current price: $48.02 P/L: +24.31% Bought +0.40% shares Q3 2022 |
| Portfolio share: 0.02% Portfolio value: 58K Avg. open price: $161.25 Current price: $122.87 P/L: -23.80% Bought +4.65% shares Q3 2022 |
| Portfolio share: 0.02% Portfolio value: 55K Avg. open price: $195.51 Current price: $124.78 P/L: -36.18% Sold -0.40% shares Q3 2022 |
| Portfolio share: 0.02% Portfolio value: 53K Avg. open price: $1,161.95 Current price: $100.24 P/L: -91.37% Sold -0.18% shares Q3 2022 |
| Portfolio share: 0.02% Portfolio value: 50K Avg. open price: N/A Current price: N/A P/L: N/A Bought +80.58% shares Q3 2022 |
| Portfolio share: 0.02% Portfolio value: 50K Avg. open price: N/A Current price: $40.74 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.02% Portfolio value: 48K Avg. open price: N/A Current price: $70.48 P/L: N/A Sold -23.25% shares Q2 2022 |
| Portfolio share: 0.02% Portfolio value: 46K Avg. open price: $98.18 Current price: $138.7 P/L: +41.27% Sold -24.10% shares Q4 2020 |
| Portfolio share: 0.01% Portfolio value: 44K Avg. open price: N/A Current price: $164.78 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.01% Portfolio value: 42K Avg. open price: $52.33 Current price: $46.51 P/L: -11.13% Bought +0.20% shares Q3 2022 |
| Portfolio share: 0.01% Portfolio value: 42K Avg. open price: N/A Current price: $248.91 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.01% Portfolio value: 41K Avg. open price: $301.17 Current price: $536.83 P/L: +78.25% Bought +32.79% shares Q3 2021 |
| Portfolio share: 0.01% Portfolio value: 41K Avg. open price: $120.06 Current price: $131.8 P/L: +9.78% Bought +0.26% shares Q3 2022 |
| Portfolio share: 0.01% Portfolio value: 40K Avg. open price: $23.18 Current price: $27.66 P/L: +19.33% Bought +1.78% shares Q3 2022 |
| Portfolio share: 0.01% Portfolio value: 39K Avg. open price: N/A Current price: $54.81 P/L: N/A Sold -10.65% shares Q2 2020 |
| Portfolio share: 0.01% Portfolio value: 39K Avg. open price: $80.87 Current price: $100.95 P/L: +24.82% Bought +0.21% shares Q2 2022 |
| Portfolio share: 0.01% Portfolio value: 38K Avg. open price: $109.49 Current price: $164.05 P/L: +49.83% Bought +0.71% shares Q3 2022 |
| Portfolio share: 0.01% Portfolio value: 36K Avg. open price: $207.13 Current price: $167.73 P/L: -19.02% Bought +11.36% shares Q4 2021 |
| Portfolio share: 0.01% Portfolio value: 35K Avg. open price: N/A Current price: $247.16 P/L: N/A Sold -2.52% shares Q2 2022 |
| Portfolio share: 0.01% Portfolio value: 35K Avg. open price: $34.47 Current price: $50.55 P/L: +46.66% Bought +0.76% shares Q3 2022 |
| Portfolio share: 0.01% Portfolio value: 34K Avg. open price: $98.64 Current price: $123.43 P/L: +25.13% Bought +0.66% shares Q3 2022 |
| Portfolio share: 0.01% Portfolio value: 34K Avg. open price: $150.2 Current price: $178.5 P/L: +18.84% Bought +0.48% shares Q3 2022 |
| Portfolio share: 0.01% Portfolio value: 34K Avg. open price: $180.45 Current price: $215.31 P/L: +19.32% Bought +20.38% shares Q3 2021 |
| Portfolio share: 0.01% Portfolio value: 33K Avg. open price: $5.5 Current price: $7.97 P/L: +44.82% Bought +150.00% shares Q2 2022 |
| Portfolio share: 0.01% Portfolio value: 33K Avg. open price: $41.69 Current price: $46.81 P/L: +12.26% Bought +0.27% shares Q3 2022 |
| Portfolio share: 0.01% Portfolio value: 32K Avg. open price: N/A Current price: $156.42 P/L: N/A Sold -6.20% shares Q2 2020 |
| Portfolio share: 0.01% Portfolio value: 31K Avg. open price: N/A Current price: $143.86 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.01% Portfolio value: 29K Avg. open price: $12.43 Current price: $22.91 P/L: +84.34% Bought +0.91% shares Q3 2022 |
| Portfolio share: 0.01% Portfolio value: 28K Avg. open price: N/A Current price: $187.4 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.01% Portfolio value: 28K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2021 |
| Portfolio share: 0.01% Portfolio value: 28K Avg. open price: $38.7 Current price: $41.83 P/L: +8.09% Bought +0.13% shares Q4 2021 |
| Portfolio share: 0.01% Portfolio value: 27K Avg. open price: $282.69 Current price: $557.15 P/L: +97.09% Bought +100.00% shares Q2 2020 |
| Portfolio share: 0.01% Portfolio value: 27K Avg. open price: N/A Current price: $157.28 P/L: N/A Sold -12.33% shares Q2 2022 |
| Portfolio share: 0.01% Portfolio value: 26K Avg. open price: N/A Current price: $36.92 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.01% Portfolio value: 24K Avg. open price: $32.5 Current price: $44.41 P/L: +36.64% Bought +14.81% shares Q3 2022 |
| Portfolio share: 0.01% Portfolio value: 23K Avg. open price: $282.55 Current price: $297.91 P/L: +5.43% Bought +75.41% shares Q2 2022 |
| Portfolio share: 0.01% Portfolio value: 23K Avg. open price: $413.65 Current price: $424.66 P/L: +2.66% Sold -32.00% shares Q3 2021 |
| Portfolio share: 0.01% Portfolio value: 22K Avg. open price: $31.73 Current price: $52.05 P/L: +64.04% Sold -45.45% shares Q4 2021 |
| Portfolio share: 0.01% Portfolio value: 22K Avg. open price: $162.02 Current price: $233.8 P/L: +44.31% Bought +46.74% shares Q3 2021 |
| Portfolio share: 0.01% Portfolio value: 21K Avg. open price: N/A Current price: N/A P/L: N/A Bought +0.44% shares Q2 2022 |
| Portfolio share: 0.01% Portfolio value: 21K Avg. open price: N/A Current price: $55.26 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.01% Portfolio value: 21K Avg. open price: N/A Current price: $35.94 P/L: N/A N/A Q2 2022 |
| Portfolio share: 0.01% Portfolio value: 20K Avg. open price: $118.79 Current price: $106.46 P/L: -10.38% Bought +19.90% shares Q3 2022 |
| Portfolio share: 0.01% Portfolio value: 19K Avg. open price: $238.32 Current price: $327.06 P/L: +37.23% Bought +6.06% shares Q3 2022 |
| Portfolio share: 0.01% Portfolio value: 19K Avg. open price: N/A Current price: $34.48 P/L: N/A N/A Q2 2022 |
| Portfolio share: 0.01% Portfolio value: 19K Avg. open price: N/A Current price: $132.35 P/L: N/A Sold -19.00% shares Q2 2020 |
| Portfolio share: 0.01% Portfolio value: 18K Avg. open price: N/A Current price: $156.54 P/L: N/A N/A Q3 2021 |
| Portfolio share: 0.01% Portfolio value: 18K Avg. open price: $159.32 Current price: $293.86 P/L: +84.44% Bought +102.94% shares Q2 2020 |
| Portfolio share: 0.01% Portfolio value: 18K Avg. open price: N/A Current price: $150.8 P/L: N/A Sold -22.42% shares Q2 2022 |
| Portfolio share: 0.01% Portfolio value: 18K Avg. open price: N/A Current price: $177.92 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.01% Portfolio value: 17K Avg. open price: $108.68 Current price: $105.73 P/L: -2.72% Bought +0.59% shares Q2 2022 |
| Portfolio share: 0.01% Portfolio value: 17K Avg. open price: N/A Current price: $13.54 P/L: N/A N/A Q4 2021 |
| Portfolio share: 0.01% Portfolio value: 17K Avg. open price: N/A Current price: $10.63 P/L: N/A N/A Q2 2022 |
| Portfolio share: 0.01% Portfolio value: 17K Avg. open price: $318.24 Current price: $334.49 P/L: +5.10% Sold -12.68% shares Q2 2021 |
| Portfolio share: 0.01% Portfolio value: 17K Avg. open price: $100.13 Current price: $94.93 P/L: -5.20% Bought +3.30% shares Q3 2022 |
| Portfolio share: 0.01% Portfolio value: 17K Avg. open price: $51.96 Current price: $56.03 P/L: +7.83% Bought +13.82% shares Q3 2022 |
| Portfolio share: 0.01% Portfolio value: 17K Avg. open price: $359.78 Current price: $52.04 P/L: -85.54% Bought +30.77% shares Q1 2022 |
| Portfolio share: 0.01% Portfolio value: 16K Avg. open price: N/A Current price: $86.22 P/L: N/A N/A Q1 2020 |
| Portfolio share: 0.01% Portfolio value: 16K Avg. open price: $6.3 Current price: $6.19 P/L: -1.80% Sold -0.04% shares Q2 2022 |
| Portfolio share: 0.01% Portfolio value: 16K Avg. open price: $211.87 Current price: $138.25 P/L: -34.75% Bought +122.00% shares Q2 2021 |
| Portfolio share: 0.01% Portfolio value: 16K Avg. open price: $224.65 Current price: $255.27 P/L: +13.63% Sold -66.67% shares Q2 2021 |
| Portfolio share: 0.01% Portfolio value: 16K Avg. open price: N/A Current price: $244.31 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.01% Portfolio value: 16K Avg. open price: $77.55 Current price: $75.4 P/L: -2.77% Bought +131.52% shares Q3 2022 |
| Portfolio share: 0.01% Portfolio value: 15K Avg. open price: $129.26 Current price: $216.63 P/L: +67.59% Sold -52.60% shares Q2 2021 |
| Portfolio share: 0.00% Portfolio value: 14K Avg. open price: N/A Current price: $31.22 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.00% Portfolio value: 14K Avg. open price: N/A Current price: $5.45 P/L: N/A N/A Q1 2020 |
| Portfolio share: 0.00% Portfolio value: 13K Avg. open price: $100.16 Current price: $102.49 P/L: +2.32% Bought +37.31% shares Q3 2021 |
| Portfolio share: 0.00% Portfolio value: 13K Avg. open price: $118.67 Current price: $147.4 P/L: +24.21% Bought +0.96% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 13K Avg. open price: N/A Current price: $128.06 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.00% Portfolio value: 13K Avg. open price: $86.84 Current price: $167.77 P/L: +93.19% Sold -1.09% shares Q2 2021 |
| Portfolio share: 0.00% Portfolio value: 13K Avg. open price: $180.23 Current price: $177.73 P/L: -1.39% Sold -35.34% shares Q2 2022 |
| Portfolio share: 0.00% Portfolio value: 13K Avg. open price: N/A Current price: $45.97 P/L: N/A N/A Q4 2020 |
| Portfolio share: 0.00% Portfolio value: 13K Avg. open price: N/A Current price: $4.96 P/L: N/A N/A Q1 2020 |
| Portfolio share: 0.00% Portfolio value: 13K Avg. open price: $196.74 Current price: $130.17 P/L: -33.84% Sold -72.99% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 12K Avg. open price: N/A Current price: $1.06 P/L: N/A N/A Q2 2022 |
| Portfolio share: 0.00% Portfolio value: 12K Avg. open price: $36.15 Current price: $44.24 P/L: +22.39% Sold -76.74% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 12K Avg. open price: $45.45 Current price: $47.63 P/L: +4.81% Sold -61.54% shares Q2 2022 |
| Portfolio share: 0.00% Portfolio value: 12K Avg. open price: N/A Current price: $75.48 P/L: N/A N/A Q4 2021 |
| Portfolio share: 0.00% Portfolio value: 12K Avg. open price: $216.76 Current price: $285.52 P/L: +31.72% Sold -34.18% shares Q2 2022 |
| Portfolio share: 0.00% Portfolio value: 12K Avg. open price: $37.46 Current price: $43.89 P/L: +17.17% Bought +0.29% shares Q4 2021 |
| Portfolio share: 0.00% Portfolio value: 12K Avg. open price: $76.67 Current price: $109.88 P/L: +43.31% Bought +0.74% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 12K Avg. open price: $66.49 Current price: $233.91 P/L: +251.80% Bought +96.55% shares Q2 2020 |
| Portfolio share: 0.00% Portfolio value: 12K Avg. open price: $120.58 Current price: $210.81 P/L: +74.83% Bought +96.97% shares Q2 2020 |
| Portfolio share: 0.00% Portfolio value: 12K Avg. open price: $157.57 Current price: $234.04 P/L: +48.53% Sold -1.75% shares Q2 2021 |
| Portfolio share: 0.00% Portfolio value: 12K Avg. open price: $32.05 Current price: $44.34 P/L: +38.35% Sold -4.56% shares Q3 2021 |
| Portfolio share: 0.00% Portfolio value: 12K Avg. open price: $53.21 Current price: $46.15 P/L: -13.27% Sold -46.52% shares Q2 2022 |
| Portfolio share: 0.00% Portfolio value: 12K Avg. open price: N/A Current price: $49.52 P/L: N/A N/A Q3 2021 |
| Portfolio share: 0.00% Portfolio value: 11K Avg. open price: $28.9 Current price: $121.13 P/L: +319.20% Sold -40.00% shares Q3 2020 |
| Portfolio share: 0.00% Portfolio value: 11K Avg. open price: N/A Current price: $80.98 P/L: N/A Sold -0.63% shares Q2 2021 |
| Portfolio share: 0.00% Portfolio value: 11K Avg. open price: $112.6 Current price: $94.69 P/L: -15.91% Bought +0.74% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 11K Avg. open price: $66.87 Current price: $78.35 P/L: +17.16% Bought +0.58% shares Q1 2022 |
| Portfolio share: 0.00% Portfolio value: 10K Avg. open price: $169.11 Current price: $138.74 P/L: -17.96% Bought +62.32% shares Q3 2021 |
| Portfolio share: 0.00% Portfolio value: 10K Avg. open price: $16.39 Current price: $10.97 P/L: -33.06% Bought +0.08% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 10K Avg. open price: $43.45 Current price: $36.69 P/L: -15.56% Bought +1.57% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 10K Avg. open price: $609.92 Current price: $704.09 P/L: +15.44% Sold -32.14% shares Q2 2022 |
| Portfolio share: 0.00% Portfolio value: 10K Avg. open price: N/A Current price: $15.32 P/L: N/A Sold -5.98% shares Q3 2021 |
| Portfolio share: 0.00% Portfolio value: 10K Avg. open price: N/A Current price: $46.69 P/L: N/A N/A Q2 2022 |
| Portfolio share: 0.00% Portfolio value: 10K Avg. open price: N/A Current price: $75.57 P/L: N/A N/A Q3 2021 |
| Portfolio share: 0.00% Portfolio value: 9K Avg. open price: $47.1 Current price: $79.65 P/L: +69.09% Sold -0.70% shares Q2 2021 |
| Portfolio share: 0.00% Portfolio value: 9K Avg. open price: N/A Current price: $102.02 P/L: N/A N/A Q3 2021 |
| Portfolio share: 0.00% Portfolio value: 9K Avg. open price: N/A Current price: $6.2 P/L: N/A N/A Q1 2020 |
| Portfolio share: 0.00% Portfolio value: 9K Avg. open price: $168.45 Current price: $334.07 P/L: +98.32% Bought +88.24% shares Q2 2020 |
| Portfolio share: 0.00% Portfolio value: 9K Avg. open price: $54.76 Current price: $37.16 P/L: -32.14% Bought +85.16% shares Q3 2021 |
| Portfolio share: 0.00% Portfolio value: 9K Avg. open price: N/A Current price: $251.76 P/L: N/A N/A Q3 2021 |
| Portfolio share: 0.00% Portfolio value: 9K Avg. open price: $21.72 Current price: $18.8 P/L: -13.48% Bought +1.80% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 9K Avg. open price: N/A Current price: $9.14 P/L: N/A N/A Q1 2020 |
| Portfolio share: 0.00% Portfolio value: 9K Avg. open price: N/A Current price: $10.28 P/L: N/A N/A Q1 2022 |
| Portfolio share: 0.00% Portfolio value: 9K Avg. open price: $493.94 Current price: $170.49 P/L: -65.48% Bought +200.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 9K Avg. open price: $63.23 Current price: $85.21 P/L: +34.75% N/A Q2 2022 |
| Portfolio share: 0.00% Portfolio value: 8K Avg. open price: $10.96 Current price: $11.04 P/L: +0.73% Bought +100.00% shares Q1 2022 |
| Portfolio share: 0.00% Portfolio value: 8K Avg. open price: N/A Current price: $41.51 P/L: N/A Sold -28.80% shares Q1 2022 |
| Portfolio share: 0.00% Portfolio value: 8K Avg. open price: N/A Current price: $11.71 P/L: N/A N/A Q1 2020 |
| Portfolio share: 0.00% Portfolio value: 8K Avg. open price: N/A Current price: $3.27 P/L: N/A Sold -90.91% shares Q1 2021 |
| Portfolio share: 0.00% Portfolio value: 8K Avg. open price: $213.9 Current price: $183.1 P/L: -14.40% Bought +1.96% shares Q1 2022 |
| Portfolio share: 0.00% Portfolio value: 7K Avg. open price: $70.4 Current price: $59.2 P/L: -15.91% Bought +43.62% shares Q1 2022 |
| Portfolio share: 0.00% Portfolio value: 7K Avg. open price: N/A Current price: $1.97 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.00% Portfolio value: 7K Avg. open price: N/A Current price: $33.58 P/L: N/A N/A Q1 2021 |
| Portfolio share: 0.00% Portfolio value: 7K Avg. open price: $102.53 Current price: $42.52 P/L: -58.53% Sold -3.00% shares Q2 2022 |
| Portfolio share: 0.00% Portfolio value: 7K Avg. open price: $123.4 Current price: $217.38 P/L: +76.15% Bought +44.00% shares Q3 2020 |
| Portfolio share: 0.00% Portfolio value: 7K Avg. open price: N/A Current price: $155.13 P/L: N/A N/A Q3 2021 |
| Portfolio share: 0.00% Portfolio value: 7K Avg. open price: N/A Current price: $14.65 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.00% Portfolio value: 7K Avg. open price: N/A Current price: $12.72 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.00% Portfolio value: 7K Avg. open price: $72.69 Current price: $85.85 P/L: +18.10% Sold -8.42% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 7K Avg. open price: N/A Current price: $43.06 P/L: N/A N/A Q3 2021 |
| Portfolio share: 0.00% Portfolio value: 7K Avg. open price: $30.57 Current price: $36.53 P/L: +19.50% Bought +21.83% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 7K Avg. open price: $322.56 Current price: $491.32 P/L: +52.32% N/A Q3 2021 |
| Portfolio share: 0.00% Portfolio value: 7K Avg. open price: N/A Current price: $56.47 P/L: N/A Sold -15.38% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 7K Avg. open price: N/A Current price: $30.29 P/L: N/A N/A Q2 2022 |
| Portfolio share: 0.00% Portfolio value: 7K Avg. open price: $226.71 Current price: $177.73 P/L: -21.60% Bought +2.04% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 6K Avg. open price: N/A Current price: $74.29 P/L: N/A N/A Q1 2022 |
| Portfolio share: 0.00% Portfolio value: 6K Avg. open price: N/A Current price: $7.39 P/L: N/A N/A Q4 2020 |
| Portfolio share: 0.00% Portfolio value: 6K Avg. open price: N/A Current price: $75.55 P/L: N/A Sold -61.93% shares Q2 2022 |
| Portfolio share: 0.00% Portfolio value: 6K Avg. open price: N/A Current price: $17.64 P/L: N/A N/A Q3 2021 |
| Portfolio share: 0.00% Portfolio value: 6K Avg. open price: N/A Current price: $9.7 P/L: N/A N/A Q2 2022 |
| Portfolio share: 0.00% Portfolio value: 6K Avg. open price: N/A Current price: $29.17 P/L: N/A N/A Q2 2020 |
| Portfolio share: 0.00% Portfolio value: 6K Avg. open price: $7.52 Current price: $12.32 P/L: +63.82% Bought +1.64% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 6K Avg. open price: N/A Current price: $68.59 P/L: N/A N/A Q3 2021 |
| Portfolio share: 0.00% Portfolio value: 6K Avg. open price: $82.73 Current price: $80.37 P/L: -2.85% Bought +1.00% shares Q2 2022 |
| Portfolio share: 0.00% Portfolio value: 6K Avg. open price: N/A Current price: $99.02 P/L: N/A N/A Q3 2021 |
| Portfolio share: 0.00% Portfolio value: 6K Avg. open price: N/A Current price: $59.06 P/L: N/A N/A Q3 2021 |
| Portfolio share: 0.00% Portfolio value: 6K Avg. open price: N/A Current price: $89.97 P/L: N/A N/A Q2 2022 |
| Portfolio share: 0.00% Portfolio value: 6K Avg. open price: N/A Current price: $133.67 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.00% Portfolio value: 5K Avg. open price: N/A Current price: $70.66 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.00% Portfolio value: 5K Avg. open price: N/A Current price: $61.37 P/L: N/A N/A Q3 2021 |
| Portfolio share: 0.00% Portfolio value: 5K Avg. open price: $124.37 Current price: $109.12 P/L: -12.27% Sold -18.75% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 5K Avg. open price: $26.31 Current price: $18.77 P/L: -28.69% Sold -20.23% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 5K Avg. open price: N/A Current price: $93.18 P/L: N/A N/A Q4 2020 |
| Portfolio share: 0.00% Portfolio value: 5K Avg. open price: $26.87 Current price: $21.48 P/L: -20.06% Sold -0.38% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 5K Avg. open price: N/A Current price: $142.66 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.00% Portfolio value: 5K Avg. open price: N/A Current price: $317.04 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.00% Portfolio value: 5K Avg. open price: N/A Current price: $89.49 P/L: N/A N/A Q2 2022 |
| Portfolio share: 0.00% Portfolio value: 5K Avg. open price: $110.83 Current price: $148.93 P/L: +34.38% Sold -4.55% shares Q4 2021 |
| Portfolio share: 0.00% Portfolio value: 4K Avg. open price: N/A Current price: $34.82 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.00% Portfolio value: 4K Avg. open price: N/A Current price: $105.15 P/L: N/A N/A Q3 2021 |
| Portfolio share: 0.00% Portfolio value: 4K Avg. open price: $19.63 Current price: $14.97 P/L: -23.75% Bought +0.98% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 4K Avg. open price: N/A Current price: $46.11 P/L: N/A N/A Q1 2021 |
| Portfolio share: 0.00% Portfolio value: 4K Avg. open price: N/A Current price: $133.21 P/L: N/A N/A Q1 2021 |
| Portfolio share: 0.00% Portfolio value: 4K Avg. open price: N/A Current price: $59.76 P/L: N/A Sold -5.71% shares Q4 2021 |
| Portfolio share: 0.00% Portfolio value: 4K Avg. open price: $29.58 Current price: $18.43 P/L: -37.69% Bought +120.18% shares Q1 2022 |
| Portfolio share: 0.00% Portfolio value: 4K Avg. open price: N/A Current price: $13.77 P/L: N/A Sold -0.33% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 4K Avg. open price: N/A Current price: $11.23 P/L: N/A Sold -0.25% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 4K Avg. open price: $75.29 Current price: $47.29 P/L: -37.19% Bought +0.97% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 4K Avg. open price: $38.33 Current price: $35.54 P/L: -7.27% Bought +1.61% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 4K Avg. open price: $52.47 Current price: $16.68 P/L: -68.21% Bought +13.95% shares Q1 2022 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $140.43 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: $27.7 Current price: $15.38 P/L: -44.48% Sold -4.88% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $63.98 P/L: N/A N/A Q4 2020 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: $28.53 Current price: $36.07 P/L: +26.41% Sold -52.63% shares Q2 2021 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $105.54 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $104.85 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $50.58 P/L: N/A N/A Q1 2022 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: $98.56 Current price: $88.95 P/L: -9.75% Bought +1.96% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $67.35 P/L: N/A N/A Q2 2022 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: $2.14 Current price: $1.31 P/L: -39.02% Bought +100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $44.04 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $76.66 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: $42.81 Current price: $40.38 P/L: -5.69% Sold -79.45% shares Q2 2020 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $3.31 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $10.66 P/L: N/A N/A Q1 2021 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $3.56 P/L: N/A N/A Q4 2020 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $7.28 P/L: N/A N/A Q2 2021 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $12.96 P/L: N/A N/A Q4 2020 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $27.3 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $20.49 P/L: N/A Sold -48.48% shares Q4 2021 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: $32.72 Current price: $39.3 P/L: +20.08% Sold -54.35% shares Q4 2021 |
| Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $18.59 P/L: N/A N/A Q4 2019 |
| Portfolio share: 0.00% Portfolio value: 2K Avg. open price: N/A Current price: $32.6 P/L: N/A N/A Q2 2021 |
Showing TOP 250 CEDAR MOUNTAIN ADVISORS's 13F holdings.
Frequently Asked Questions (FAQ)
What is the biggest position of CEDAR MOUNTAIN ADVISORS, LLC?
The biggest position of the CEDAR MOUNTAIN ADVISORS, LLC is iShares Russell 1000 Value ETF (IWD) with 18.47% portfolio share worth of 55.49M US dollars.
Top 5 CEDAR MOUNTAIN ADVISORS's holdings represent 58.23% of the portfolio:
- iShares Russell 1000 Value ETF (IWD) – 18.47%
- iShares Russell 1000 Growth ETF (IWF) – 16.81%
- SPDR Portfolio Short Term Corporate Bond ETF (SPSB) – 7.99%
- iShares Russell Mid-Cap Value ETF (IWS) – 7.81%
- iShares Russell Mid-Cap Growth ETF (IWP) – 7.16%
Who is the portfolio manager of CEDAR MOUNTAIN ADVISORS, LLC?
The portfolio manager of the CEDAR MOUNTAIN ADVISORS, LLC is .
What is the total asset value of the CEDAR MOUNTAIN ADVISORS, LLC portfolio?
CEDAR MOUNTAIN ADVISORS, LLC total asset value (portfolio value) is 300.48M US dollars.
Who is ?
is the portfolio manager of the CEDAR MOUNTAIN ADVISORS, LLC.
What is (CEDAR MOUNTAIN ADVISORS, LLC) fund performance?
CEDAR MOUNTAIN ADVISORS's quarterly performance is -5.33%, annualy -21.27%.
What is the CEDAR MOUNTAIN ADVISORS, LLC CIK?
CEDAR MOUNTAIN ADVISORS's Central Index Key is 0001798986 .