News + Filings Holdings
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Cedar Mountain Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
iSHARES TRUST
| IWF | Common | 236,215 | -3,842 | 65,001,667,000 | 64,951,159,000 | 18.57 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWD | ETF | 404,949 | -3,099 | 63,913,160,000 | 63,857,670,000 | 18.26 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWS | Common | 244,431 | 187 | 26,848,277,000 | 26,824,817,000 | 7.67 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWP | RUSSELL MCP GR | 273,591 | -672 | 26,437,093,000 | 26,415,583,000 | 7.55 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| SCPB | Common | 705,801 | -115,934 | 20,778,786,000 | 20,754,775,000 | 5.94 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJR | S&P SMLCAP 600 | 206,009 | -1,932 | 20,528,820,000 | 20,510,690,000 | 5.86 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| FLRN | Common | 564,836 | 2,503 | 17,334,817,000 | 17,317,778,000 | 4.95 | |
Hist
| 06/30/2023 |
INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 46,096 | -1,062 | 17,028,881,000 | 17,016,278,000 | 4.86 | |
Hist
| 06/30/2023 |
PULSE ELECTRONICS CORP
| PULS | Common | 296,009 | 3,329 | 14,625,805,000 | 14,611,440,000 | 4.18 | |
Hist
| 06/30/2023 |
VANGUARD WORLD FUND
| VFH | Common | 141,453 | 3,525 | 11,491,628,000 | 11,481,361,000 | 3.28 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| SPHQ | Common | 171,875 | 1,559 | 8,671,070,000 | 8,664,302,000 | 2.48 | |
Hist
| 06/30/2023 |
Feuerstein Henry I
| FEU | ETF | 211,843 | 211,843 | 8,158,062,000 | 8,158,062,000 | 2.33 | |
Hist
| 06/30/2023 |
LEGG MASON ETF INVT TR
| LVHI | Common | 288,773 | 14,023 | 7,851,738,000 | 7,845,111,000 | 2.24 | |
Hist
| 06/30/2023 |
VANGUARD WHITEHALL FUNDS
| VYMI | Common | 78,733 | 15,551 | 4,975,949,000 | 4,972,661,000 | 1.42 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| DIVB | Common | 88,746 | 3,401 | 3,394,578,000 | 3,391,694,000 | 0.97 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHO | Common | 63,302 | 63,302 | 3,042,317,000 | 3,042,317,000 | 0.87 | |
Hist
| 06/30/2023 |
VANGUARD WORLD FDS HEALTH CAR
| VHT | STOCK | 11,930 | -337 | 2,920,701,000 | 2,917,957,000 | 0.83 | |
Hist
| 06/30/2023 |
AUTOMATIC DATA PROCESSING INC
| ADP | Common | 13,280 | -22 | 2,918,724,000 | 2,915,715,000 | 0.83 | 0.00 |
Hist
| 06/30/2023 |
SELECT SECTOR SPDR TRUST
| XLP | Common | 30,694 | -251 | 2,276,577,000 | 2,274,512,000 | 0.65 | |
Hist
| 06/30/2023 |
CSX CORP
| CSX | Common | 63,318 | 135 | 2,159,156,000 | 2,157,473,000 | 0.62 | |
Hist
| 06/30/2023 |
PIMCO ETF Trust
| MINT | Common | 21,365 | 484 | 2,131,338,000 | 2,129,274,000 | 0.61 | |
Hist
| 06/30/2023 |
Apple Inc.
| AAPL | Common | 9,606 | -298 | 1,863,358,000 | 1,861,989,000 | 0.53 | |
Hist
| 06/30/2023 |
MICROSOFT CORP
| MSFT | Common | 4,868 | 1,603 | 1,657,735,000 | 1,656,975,000 | 0.47 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWM | Common | 5,103 | -74 | 955,639,000 | 954,785,000 | 0.27 | |
Hist
| 06/30/2023 |
Tesla, Inc.
| TSLA | COM | 2,722 | 28 | 712,538,000 | 711,823,000 | 0.20 | |
Hist
| 06/30/2023 |
BERKSHIRE HATHAWAY INC
| BRK/B | Common | 1,976 | -12 | 673,816,000 | 673,285,000 | 0.19 | |
Hist
| 06/30/2023 |
TARGET CORP
| TGT | Common | 4,769 | 151 | 629,031,000 | 628,346,000 | 0.18 | 0.00 |
Hist
| 06/30/2023 |
BURLINGTON RESOURCES INC
| BR | Common | 3,737 | 8 | 619,038,000 | 618,500,000 | 0.18 | |
Hist
| 06/30/2023 |
NIKE, Inc.
| NKE | Common | 5,451 | 1,983 | 601,658,000 | 601,370,000 | 0.17 | |
Hist
| 06/30/2023 |
VANGUARD STAR FUNDS
| VXUS | Common | 9,439 | 206 | 529,343,000 | 528,920,000 | 0.15 | |
Hist
| 06/30/2023 |
MCDONALDS CORP
| MCD | Common | 1,676 | -35 | 500,135,000 | 499,740,000 | 0.14 | 0.00 |
Hist
| 06/30/2023 |
Vanguard Growth ETF
| VUG | ETF | 1,598 | 225 | 452,273,000 | 451,979,000 | 0.13 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FUNDS
| VNQ | ETF | 4,092 | -1,396 | 341,929,000 | 341,489,000 | 0.10 | |
Hist
| 06/30/2023 |
APPLIED MATERIALS INC /DE
| AMAT | Common | 2,094 | 1,853 | 302,667,000 | 302,647,000 | 0.09 | 0.00 |
Hist
| 06/30/2023 |
STARBUCKS CORP
| SBUX | Common | 2,725 | 84 | 269,915,000 | 269,692,000 | 0.08 | 0.00 |
Hist
| 06/30/2023 |
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