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Bradley D. Patrick

@Cedar Mountain Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$443.628MTotal holdings342
Assets growth rate9.54%Assets growth rate (2-Q avg)5.69%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cedar Mountain Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 342 positions.

Assets under management

The assets under management (AUM) of Cedar Mountain Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 443.628M in assets, with a quarterly growth rate of 9.54% and a 2-quarter average growth rate of 5.69%. The portfolio is managed by Bradley D. Patrick, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWDIshares Tr
Recent Activity
Increased 0.37%
17.58%
$77.989M
410,900 shares@ $189.8 avg price
IWFIshares Tr
Recent Activity
Decreased -9.45%
17.39%
$77.109M
205,416 shares@ $375.38 avg price
IWSIshares Tr
Recent Activity
Increased 0.27%
7.44%
$32.976M
249,347 shares@ $132.25 avg price
IWPIshares Tr
Recent Activity
Increased 1.38%
7.32%
$32.438M
276,566 shares@ $117.3 avg price
IJRIshares Tr
Recent Activity
Increased 3.36%
5.72%
$25.351M
216,751 shares@ $116.97 avg price
SPSBSpdr Ser Tr
Recent Activity
Increased 9.88%
5.06%
$22.424M
740,563 shares@ $30.29 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -6.97%
4.61%
$20.436M
41,871 shares@ $488.07 avg price
VFHVanguard World Fd
Recent Activity
Increased 2.07%
3.64%
$16.119M
146,654 shares@ $109.91 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 34780.83%
3.18%
$14.089M
296,487 shares@ $47.52 avg price
VHTVanguard World Fd
Recent Activity
Increased 293.26%
3.17%
$14.028M
49,708 shares@ $282.21 avg price