AI Portfolio Summary
In 2025 Q4, Cedar Mountain Advisors, LLC maintained a portfolio of 805 distinct positions. They heavily accumulated shares in ISHARES RUSSELL 1000, increasing their position by 0.4%. Conversely, Cedar Mountain Advisors, LLC completely exited their position in VOYA GLBL EQTY DIV &.
Total Positions
805
Quarter
2025 Q4
Top Holding
IWF (17.7%)
Top 10 Concentration
71.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 805
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IWF
ISHARES RUSSELL...
|
ETF | 17.72% | 17.83% |
#1
Prev: #1
|
7.1 | -1,417 | -0.7% |
P
S
|
194,083 | $91,859,403 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWD
ISHARES RUSSELL...
|
ETF | 16.33% | 15.89% |
#2
Prev: #2
|
8.5 | 1,586 | 0.4% |
P
S
|
402,552 | $84,672,718 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWP
ISHARES RUSSELL...
|
ETF | 7.23% | 7.54% |
#3
Prev: #3
|
4.9 | 1,454 | 0.5% |
P
S
|
273,518 | $37,455,591 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWS
ISHARES RUSSELL...
|
ETF | 6.91% | 6.86% |
#4
Prev: #4
|
4.8 | 1,726 | 0.7% |
P
S
|
254,035 | $35,831,644 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
ISHARES CORE S&...
|
ETF | 5.23% | 5.17% |
#5
Prev: #5
|
4.1 | 2,103 | 0.9% |
P
S
|
225,413 | $27,090,116 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TRU...
|
ETF | 4.80% | 4.76% |
#6
Prev: #6
|
1.9 | -225 | -0.6% |
P
S
|
40,507 | $24,883,848 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VFH
VANGUARD FINANC...
|
ETF | 3.76% | 3.68% |
#7
1
Prev: #8
|
3.5 | 1,836 | 1.3% |
P
S
|
146,030 | $19,493,491 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPSB
STATE STREET SP...
|
ETF | 3.72% | 4.01% |
#8
1
Prev: #7
|
1.5 | -41,798 | -6.1% |
P
S
|
638,181 | $19,273,072 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VHT
VANGUARD HEALTH...
|
ETF | 2.90% | 2.56% |
#9
1
Prev: #10
|
3.2 | 1,618 | 3.2% |
P
S
|
52,266 | $15,044,761 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHZ
SCHWAB US AGGRE...
|
ETF | 2.83% | 2.95% |
#10
1
Prev: #9
|
1.1 | -18,109 | -2.8% |
P
S
|
627,593 | $14,666,846 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VYMI
VANGUARD INTERN...
|
ETF | 2.41% | 2.27% |
#11
2
Prev: #13
|
3.0 | 1,271 | 0.9% |
P
S
|
138,847 | $12,496,237 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LVHI
FRANKLIN INTERN...
|
ETF | 2.40% | 2.27% |
#12
Prev: #12
|
3.0 | 1,062 | 0.3% |
P
S
|
337,224 | $12,416,582 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ILTB
ISHARES CORE 10...
|
ETF | 2.28% | 2.38% |
#13
2
Prev: #11
|
0.9 | -3,880 | -1.6% |
P
S
|
238,334 | $11,845,004 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPHQ
INVESCO S&P 500...
|
ETF | 2.05% | 2.02% |
#14
Prev: #14
|
2.8 | 158 | 0.1% |
P
S
|
141,386 | $10,611,042 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES CORE U....
|
ETF | 1.41% | 1.42% |
#15
2
Prev: #17
|
2.6 | 801 | 1.1% |
P
S
|
73,346 | $7,325,755 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PULS
PGIM ULTRA SHOR...
|
ETF | 1.40% | 1.50% |
#16
Prev: #16
|
0.6 | -8,597 | -5.6% |
P
S
|
145,967 | $7,238,480 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FLRN
STATE STREET SP...
|
ETF | 1.40% | 1.50% |
#17
2
Prev: #15
|
0.6 | -14,721 | -5.9% |
P
S
|
235,448 | $7,235,317 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BINC
ISHARES FLEXIBL...
|
ETF | 1.28% | 1.26% |
#18
Prev: #18
|
2.5 | 4,123 | 3.4% |
P
S
|
126,058 | $6,652,101 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 1.19% | 1.21% |
#19
Prev: #19
|
2.5 | 379 | 0.3% |
P
S
|
115,011 | $6,182,986 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFA
ISHARES MSCI EA...
|
ETF | 1.17% | 1.14% |
#20
Prev: #20
|
0.5 | -38 | -0.1% |
P
S
|
62,922 | $6,042,400 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DIVB
ISHARES CORE DI...
|
ETF | 1.06% | 1.04% |
#21
Prev: #21
|
2.4 | 1,160 | 1.1% |
P
S
|
103,024 | $5,475,735 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPIB
JPMORGAN INTERN...
|
ETF | 0.97% | 0.97% |
#22
1
Prev: #23
|
2.4 | 1,918 | 1.9% |
P
S
|
103,468 | $5,038,878 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.85% | 0.97% |
#23
1
Prev: #22
|
2.3 | 81 | 0.5% |
P
S
|
17,104 | $4,399,710 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JBND
JPMORGAN ACTIVE...
|
ETF | 0.63% | 0.63% |
#24
Prev: #24
|
2.3 | 972 | 1.6% |
P
S
|
60,307 | $3,260,799 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 0.57% | 0.56% |
#25
Prev: #25
|
0.2 | no change | no change |
P
S
|
8,767 | $2,939,383 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IGD
VOYA GLBL EQTY ...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #204) |
0.3 | -2,740 | -100.0% |
CLOSED
|
— | $— | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EIPI
FT ENERGY INCOM...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #221) |
0.3 | -723 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PHK
PIMCO HIGH INCO...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #223) |
0.3 | -2,854 | -100.0% |
CLOSED
|
— | $— | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IREN
IREN LIMITED OR...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #227) |
0.3 | -300 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETY
EATON VANCE TAX...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #239) |
0.3 | -768 | -100.0% |
CLOSED
|
— | $— | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HYT
BLACKROCK CORPO...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #256) |
0.3 | -1,023 | -100.0% |
CLOSED
|
— | $— | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ONON
ON HLDG AG NAME...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #258) |
0.3 | -221 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMG
CHIPOTLE MEXICA...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #286) |
0.3 | -198 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BMNRD
BITMINE IMMERSI...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #303) |
0.3 | -130 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MUB
ISHARES NATIONA...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #342) |
0.3 | -42 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FNV
FRANCO NEV CORP...
|
Basic Materials | 0.00% | 0.00% |
Sold All 😨
(Was: #359) |
0.3 | -17 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SOUN
SOUNDHOUND AI I...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #367) |
0.3 | -210 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DAR
DARLING INGREDI...
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #380) |
0.3 | -98 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VBTX
VERITEX HLDGS I...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #391) |
0.3 | -80 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETN
EATON CORP PLC ...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #408) |
0.3 | -6 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EOG
EOG RES INC COM
|
Energy | 0.00% | 0.00% |
Sold All 😨
(Was: #409) |
0.3 | -20 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TTE
TOTALENERGIES S...
|
Energy | 0.00% | 0.00% |
Sold All 😨
(Was: #418) |
0.3 | -33 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BX
BLACKSTONE INC ...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #441) |
0.3 | -10 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OXY
OCCIDENTAL PETE...
|
Energy | 0.00% | 0.00% |
Sold All 😨
(Was: #458) |
0.3 | -32 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NWL
NEWELL BRANDS I...
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #466) |
0.3 | -272 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KTOS
KRATOS DEFENSE ...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #470) |
0.3 | -15 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #475) |
0.3 | -8 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AOSL
ALPHA & OMEGA S...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #482) |
0.3 | -46 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMWD
AMERICAN WOODMA...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #486) |
0.3 | -19 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TLH
ISHARES 10-20 Y...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #490) |
0.3 | -12 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETD
ETHAN ALLEN INT...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #494) |
0.3 | -41 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTLE
VITAL ENERGY IN...
|
Energy | 0.00% | 0.00% |
Sold All 😨
(Was: #516) |
0.3 | -64 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COOP
MR COOPER GROUP...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #520) |
0.3 | -5 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FLMI
FRANKLIN DYNAMI...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #534) |
0.3 | -40 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
INN
SUMMIT HOTEL PP...
|
Real Estate | 0.00% | 0.00% |
Sold All 😨
(Was: #535) |
0.3 | -179 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RXO
RXO INC COMMON ...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #539) |
0.3 | -63 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADNT
ADIENT PLC ORD ...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #548) |
0.3 | -37 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IAU
ISHARES GOLD TR...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #549) |
0.3 | -12 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CHTR
CHARTER COMMUNI...
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #557) |
0.3 | -3 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EMXC
ISHARES MSCI EM...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #560) |
0.3 | -12 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MARA
MARA HOLDINGS I...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #565) |
0.3 | -42 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVLT
COMMVAULT SYS I...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #593) |
0.3 | -3 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DNOW
DNOW INC COM
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #595) |
0.3 | -35 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLI
STANDARD LITHIU...
|
Basic Materials | 0.00% | 0.00% |
Sold All 😨
(Was: #601) |
0.3 | -150 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRBR
BELLRING BRANDS...
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #610) |
0.3 | -13 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ARLO
ARLO TECHNOLOGI...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #628) |
0.3 | -20 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TEAM
ATLASSIAN CORPO...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #631) |
0.3 | -2 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IIIN
INSTEEL INDS IN...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #661) |
0.3 | -3 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HKND
HUMANKIND US ST...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #670) |
0.3 | -2 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EAD
ALLSPRING INCOM...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #672) |
0.3 | -9 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CNC
CENTENE CORP DE...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #679) |
0.3 | -1 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOGO
GOGO INC COM
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #687) |
0.3 | -1 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HBI
HANESBRANDS INC...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #688) |
0.3 | -1 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 805 holdings