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CEDAR MOUNTAIN ADVISORS, LLC

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LAKE OSWEGO OR Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

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)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

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

Portfolio Performance