Equal-WT
WhaleScore 2.0
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Cedar Mountain Advisors is based out of Lake Oswego. Cedar Mountain Advisors is a large advisory firm with 748 clients and discretionary assets under management (AUM) of $521,550,955 (Form ADV from 2023-11-13). Their last reported 13F filing for Q4 2023 included $369,439,361 in managed 13F securities
and a top 10 holdings concentration of 80.93%. Cedar Mountain Advisors's largest holding is iShares Russell 1000 Growth ETF-iShares Russell 1000 Growth ETF with shares held of 229,860. Whalewisdom has at least 18 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
VFH VANGUARD FINANCIALS | 0.2% |
IWS iShares Russell Mid- | 0.18% |
USO United States Oil Fu | 0.03% |
DIVB iShares Core Dividen | 0.03% |
TGT Target Corp. | 0.03% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
SPSB SPDR(R) Portfolio Sh | 0.64% |
FLRN SPDR Bloomberg Inves | 0.45% |
PULS PGIM Ultra Short Bon | 0.36% |
MINT PIMCO Enhanced Short | 0.06% |
IWD iShares Russell 1000 | 0.06% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
IWF iShares Russell 1000 | 18.86% |
IWD iShares Russell 1000 | 18.01% |
IWS iShares Russell Mid- | 7.71% |
IWP iShares Russell Mid- | 7.65% |
IJR iShares Core S&P Sma | 6.01% |
2023-12-31
13F Activity
Market Value | $369m, Prior: $339m |
New Purchases | 18 stocks |
Added To | 63 stocks |
Sold out of | 6 stocks |
Reduced holdings in | 28 stocks |
Top 10 Holdings % | 80.93% |
Turnover %[1] | 7.23% |
Turnover Alt %[2] | 0.24% |
Time Held Top 20 | 10.8 quarters |
Time Held Top 10 | 14 quarters |
Time Held All | 11.47 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31