Cedar Mountain Advisors, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ISHARES RUSSELL 1000 VALUE ETF | 0 | 402,552 | +402,552 | 0 | 84,672,718 | +84,672,718 |
| VANGUARD HEALTH CARE ETF | 0 | 52,266 | +52,266 | 0 | 15,044,761 | +15,044,761 |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 0 | 138,847 | +138,847 | 0 | 12,496,237 | +12,496,237 |
| FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | 0 | 337,224 | +337,224 | 0 | 12,416,582 | +12,416,582 |
| ISHARES RUSSELL MID-CAP VALUE ETF | 0 | 254,035 | +254,035 | 0 | 35,831,644 | +35,831,644 |
| VANGUARD FINANCIALS ETF | 0 | 146,030 | +146,030 | 0 | 19,493,491 | +19,493,491 |
| ISHARES CORE S&P SMALL CAP ETF | 0 | 225,413 | +225,413 | 0 | 27,090,116 | +27,090,116 |
| INVESCO QQQ TRUST SERIES I | 0 | 40,507 | +40,507 | 0 | 24,883,848 | +24,883,848 |
| ISHARES RUSSELL 1000 GROWTH ETF | 0 | 194,083 | +194,083 | 0 | 91,859,403 | +91,859,403 |
| INVESCO S&P 500 QUALITY ETF | 0 | 141,386 | +141,386 | 0 | 10,611,042 | +10,611,042 |
| ISHARES MSCI EAFE ETF | 0 | 62,922 | +62,922 | 0 | 6,042,400 | +6,042,400 |
| APPLE INC COM | 0 | 9,329 | +9,329 | 0 | 2,536,244 | +2,536,244 |
| ISHARES FLEXIBLE INCOME ACTIVE ETF | 0 | 126,058 | +126,058 | 0 | 6,652,101 | +6,652,101 |
| ISHARES CORE DIVIDEND ETF | 0 | 103,024 | +103,024 | 0 | 5,475,735 | +5,475,735 |
| APPLIED MATLS INC COM | 0 | 1,863 | +1,863 | 0 | 478,651 | +478,651 |
| VANGUARD TOTAL STOCK MARKET ETF | 0 | 8,767 | +8,767 | 0 | 2,939,383 | +2,939,383 |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | 0 | 103,468 | +103,468 | 0 | 5,038,878 | +5,038,878 |
| ISHARES S&P 500 VALUE ETF | 0 | 378 | +378 | 0 | 80,155 | +80,155 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 0 | 73,346 | +73,346 | 0 | 7,325,755 | +7,325,755 |
| JPMORGAN LIMITED DURATION BOND ETF | 0 | 951 | +951 | 0 | 49,774 | +49,774 |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 0 | 21,476 | +21,476 | 0 | 2,154,941 | +2,154,941 |
| JPMORGAN ACTIVE BOND ETF | 0 | 60,307 | +60,307 | 0 | 3,260,799 | +3,260,799 |
| CSX CORP COM | 0 | 63,393 | +63,393 | 0 | 2,297,978 | +2,297,978 |
| TARGET CORP COM | 0 | 4,691 | +4,691 | 0 | 458,545 | +458,545 |
| ALPHABET INC CAP STK CL A | 0 | 477 | +477 | 0 | 149,383 | +149,383 |
| ALPHABET INC CAP STK CL C | 0 | 370 | +370 | 0 | 116,106 | +116,106 |
| VANGUARD VALUE ETF | 0 | 5,606 | +5,606 | 0 | 1,070,690 | +1,070,690 |
| VANGUARD GROWTH ETF | 0 | 3,493 | +3,493 | 0 | 1,704,268 | +1,704,268 |
| BANK NEW YORK MELLON CORP COM | 0 | 2,957 | +2,957 | 0 | 343,278 | +343,278 |
| ELI LILLY & CO COM | 0 | 62 | +62 | 0 | 66,740 | +66,740 |
| QUANTA SVCS INC COM | 0 | 59 | +59 | 0 | 24,902 | +24,902 |
| EXACT SCIENCES CORP COM | 0 | 400 | +400 | 0 | 40,624 | +40,624 |
| MORGAN STANLEY COM NEW | 0 | 971 | +971 | 0 | 172,385 | +172,385 |
| ATI INC COM | 0 | 535 | +535 | 0 | 61,397 | +61,397 |
| TESLA INC COM | 0 | 3,525 | +3,525 | 0 | 1,585,263 | +1,585,263 |
| ISHARES RUSSELL 2000 ETF | 0 | 4,058 | +4,058 | 0 | 998,917 | +998,917 |
| SPDR GOLD SHARES | 0 | 408 | +408 | 0 | 161,694 | +161,694 |
| WALMART INC COM | 0 | 1,738 | +1,738 | 0 | 193,673 | +193,673 |
| MERCK & CO INC COM | 0 | 670 | +670 | 0 | 70,528 | +70,528 |
| US BANCORP DEL COM NEW | 0 | 1,723 | +1,723 | 0 | 91,966 | +91,966 |
| AMAZON COM INC COM | 0 | 1,426 | +1,426 | 0 | 329,149 | +329,149 |
| EXXON MOBIL CORP COM | 0 | 2,830 | +2,830 | 0 | 340,528 | +340,528 |
| INTEL CORP COM | 0 | 2,931 | +2,931 | 0 | 108,166 | +108,166 |
| SPDR S&P 500 ETF TRUST | 0 | 555 | +555 | 0 | 378,557 | +378,557 |
| MACYS INC COM | 0 | 2,155 | +2,155 | 0 | 47,527 | +47,527 |
| JOHNSON & JOHNSON COM | 0 | 372 | +372 | 0 | 77,057 | +77,057 |
| CAPITAL ONE FINL CORP COM | 0 | 199 | +199 | 0 | 48,230 | +48,230 |
| COTERRA ENERGY INC COM | 0 | 875 | +875 | 0 | 23,030 | +23,030 |
| UNILEVER PLC SPON ADR NEW | 0 | 113 | +113 | 0 | 7,390 | +7,390 |
| FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 0 | 1,400 | +1,400 | 0 | 34,664 | +34,664 |
| HENNESSY SUSTAINABLE ETF | 0 | 15,204 | +15,204 | 0 | 503,858 | +503,858 |
| DUTCH BROS INC CL A | 0 | 741 | +741 | 0 | 45,364 | +45,364 |
| NORTHWEST NAT HLDG CO COM | 0 | 2,904 | +2,904 | 0 | 135,718 | +135,718 |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 0 | 378 | +378 | 0 | 58,514 | +58,514 |
| RTX CORPORATION COM | 0 | 420 | +420 | 0 | 76,992 | +76,992 |
| SPIRE INC COM | 0 | 2,880 | +2,880 | 0 | 238,144 | +238,144 |
| INVESCO NASDAQ 100 ETF | 0 | 969 | +969 | 0 | 245,082 | +245,082 |
| SALESFORCE INC COM | 0 | 123 | +123 | 0 | 32,458 | +32,458 |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 0 | 4,021 | +4,021 | 0 | 301,092 | +301,092 |
| MICRON TECHNOLOGY INC COM | 0 | 45 | +45 | 0 | 12,913 | +12,913 |
| INTERNATIONAL BUSINESS MACHS COM | 0 | 361 | +361 | 0 | 106,866 | +106,866 |
| GE VERNOVA INC COM | 0 | 77 | +77 | 0 | 50,362 | +50,362 |
| ISHARES CORE S&P 500 ETF | 0 | 268 | +268 | 0 | 183,830 | +183,830 |
| THERMO FISHER SCIENTIFIC INC COM | 0 | 48 | +48 | 0 | 27,924 | +27,924 |
| KLA CORP COM NEW | 0 | 32 | +32 | 0 | 38,883 | +38,883 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 0 | 1,310 | +1,310 | 0 | 98,797 | +98,797 |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 0 | 2,955 | +2,955 | 0 | 196,301 | +196,301 |
| CISCO SYS INC COM | 0 | 468 | +468 | 0 | 36,064 | +36,064 |
| EYEPOINT INC COM NEW | 0 | 1,000 | +1,000 | 0 | 18,270 | +18,270 |
| INTUITIVE SURGICAL INC COM NEW | 0 | 33 | +33 | 0 | 18,690 | +18,690 |
| DANAHER CORPORATION COM | 0 | 126 | +126 | 0 | 28,874 | +28,874 |
| BROADCOM INC COM | 0 | 316 | +316 | 0 | 109,368 | +109,368 |
| ISHARES SILVER TRUST | 0 | 170 | +170 | 0 | 10,951 | +10,951 |
| VANGUARD TAX-EXEMPT BOND ETF | 0 | 15,516 | +15,516 | 0 | 780,300 | +780,300 |
| VANECK OIL SERVICES ETF | 0 | 113 | +113 | 0 | 32,239 | +32,239 |
| WELLS FARGO CO NEW COM | 0 | 353 | +353 | 0 | 32,900 | +32,900 |
| SEABOARD CORP DEL COM | 0 | 4 | +4 | 0 | 17,779 | +17,779 |
| ASTRAZENECA PLC SPONSORED ADR | 0 | 45 | +45 | 0 | 4,137 | +4,137 |
| MARKEL GROUP INC COM | 0 | 13 | +13 | 0 | 27,945 | +27,945 |
| ANGLOGOLD ASHANTI PLC COM SHS | 0 | 200 | +200 | 0 | 17,056 | +17,056 |
| VISA INC COM CL A | 0 | 315 | +315 | 0 | 110,549 | +110,549 |
| ISHARES RUSSELL 1000 ETF | 0 | 368 | +368 | 0 | 137,426 | +137,426 |
| FEDEX CORP COM | 0 | 53 | +53 | 0 | 15,420 | +15,420 |
| MCDONALDS CORP COM | 0 | 1,543 | +1,543 | 0 | 471,500 | +471,500 |
| CHUBB LIMITED COM | 0 | 92 | +92 | 0 | 28,715 | +28,715 |
| BARRICK MNG CORP COM SHS | 0 | 250 | +250 | 0 | 10,888 | +10,888 |
| CATERPILLAR INC COM | 0 | 28 | +28 | 0 | 15,773 | +15,773 |
| COMCAST CORP NEW CL A | 0 | 807 | +807 | 0 | 24,121 | +24,121 |
| BANK AMERICA CORP COM | 0 | 720 | +720 | 0 | 39,577 | +39,577 |
| MADDEN STEVEN LTD COM | 0 | 263 | +263 | 0 | 10,951 | +10,951 |
| FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | 0 | 90 | +90 | 0 | 18,616 | +18,616 |
| ISHARES MSCI EAFE VALUE ETF | 0 | 466 | +466 | 0 | 33,288 | +33,288 |
| WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | 0 | 2,133 | +2,133 | 0 | 84,237 | +84,237 |
| VERTEX PHARMACEUTICALS INC COM | 0 | 38 | +38 | 0 | 17,228 | +17,228 |
| JPMORGAN CHASE & CO. COM | 0 | 322 | +322 | 0 | 103,667 | +103,667 |
| UNITED PARCEL SERVICE INC CL B | 0 | 138 | +138 | 0 | 13,650 | +13,650 |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 0 | 34 | +34 | 0 | 10,332 | +10,332 |
| GE AEROSPACE COM NEW | 0 | 302 | +302 | 0 | 92,937 | +92,937 |
| NLIGHT INC COM | 0 | 282 | +282 | 0 | 10,578 | +10,578 |
| FORD MTR CO COM | 0 | 1,860 | +1,860 | 0 | 24,403 | +24,403 |