Cedar Mountain Advisors, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
1750 SW HARBOR WAY, SUITE 340 PORTLAND, OR 97201
As of the latest 13F report, the guru’s equity portfolio contained 319 stocks valued at a total of $319.00Mil. The top holdings were IWD(19.25%), IWF(15.98%), and IWS(8.03%).
According to GuruFocus data, these were Cedar Mountain Advisors, LLC’s top five trades of the quarter.
Schwab Short-Term U.S. Treasury ETF
The guru established a new position worth 57,059 shares in ARCA:SCHO, giving the stock a 0.86% weight in the equity portfolio. Shares traded for an average price of $47.92 during the quarter.
On 02/15/2023, Schwab Short-Term U.S. Treasury ETF traded for a price of $48.18 per share and a market cap of $12.95Bil. The stock has returned -2.33% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
SPDR Portfolio Short Term Corporate Bond ETF
Cedar Mountain Advisors, LLC reduced their investment in ARCA:SPSB by 70,685 shares. The trade had a 0.6899999999999999% impact on the equity portfolio. During the quarter, the stock traded for an average price of $29.05.
On 02/15/2023, SPDR Portfolio Short Term Corporate Bond ETF traded for a price of $29.45 per share and a market cap of $7.87Bil. The stock has returned -1.27% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard International High Dividend Yield ETF
During the quarter, Cedar Mountain Advisors, LLC bought 29,891 shares of NAS:VYMI for a total holding of 93,073. The trade had a 0.5600000000000001% impact on the equity portfolio. During the quarter, the stock traded for an average price of $56.83.
On 02/15/2023, Vanguard International High Dividend Yield ETF traded for a price of $63.89 per share and a market cap of $5.58Bil. The stock has returned -3.81% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard International High Dividend Yield ETF has a price-earnings ratio of 9.08 and a price-book ratio of 1.16.
iShares Russell 1000 Value ETF
Cedar Mountain Advisors, LLC reduced their investment in ARCA:IWD by 3,477 shares. The trade had a 0.16% impact on the equity portfolio. During the quarter, the stock traded for an average price of $148.95.
On 02/15/2023, iShares Russell 1000 Value ETF traded for a price of $159.56 per share and a market cap of $53.52Bil. The stock has returned 0.24% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Russell 1000 Value ETF has a price-earnings ratio of 16.08 and a price-book ratio of 2.32.
iShares Russell 1000 Growth ETF
Cedar Mountain Advisors, LLC reduced their investment in ARCA:IWF by 2,355 shares. The trade had a 0.16% impact on the equity portfolio. During the quarter, the stock traded for an average price of $219.59.
On 02/15/2023, iShares Russell 1000 Growth ETF traded for a price of $239.24 per share and a market cap of $62.09Bil. The stock has returned -10.29% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Russell 1000 Growth ETF has a price-earnings ratio of 25.97 and a price-book ratio of 8.76.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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