Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | AKAM | AKAMAI TECHNOLOGIES INC COM | Technology | 409.0 | $48K | 0.01% | NEW | — | $118.21 | -9.6% |
| 182 | TXN | TEXAS INSTRS INC COM | Technology | 160.0 | $48K | 0.01% | NEW | — | $298.07 | -13.9% |
| 183 | NSC | NORFOLK SOUTHN CORP COM | Industrials | 150.0 | $47K | 0.01% | NEW | — | $314.59 | +11.7% |
| 184 | VTRS | VIATRIS INC COM | Healthcare | 2,954.0 | $47K | 0.01% | NEW | — | $15.88 | +2.7% |
| 185 | AER | AERCAP HOLDINGS NV SHS | Industrials | 321.0 | $47K | 0.01% | NEW | — | $145.78 | +1.2% |
| 186 | HXL | HEXCEL CORP NEW COM | Industrials | 463.0 | $46K | 0.01% | NEW | — | $100.06 | -7.4% |
| 187 | COHR | COHERENT CORP COM | Technology | 117.0 | $46K | 0.01% | NEW | — | $394.47 | -32.2% |
| 188 | ADC | AGREE RLTY CORP COM | Real Estate | 606.0 | $46K | 0.01% | NEW | — | $75.74 | -1.9% |
| 189 | FE | FIRSTENERGY CORP COM | Utilities | 963.0 | $46K | 0.01% | NEW | — | $47.55 | -3.4% |
| 190 | TDY | TELEDYNE TECHNOLOGIES INC COM | Technology | 68.0 | $45K | 0.01% | NEW | — | $666.90 | -6.1% |
| 191 | ARMK | ARAMARK COM | Industrials | 796.0 | $45K | 0.01% | NEW | — | $56.90 | +4.5% |
| 192 | CVS | CVS HEALTH CORP COM | Healthcare | 436.0 | $45K | 0.01% | NEW | — | $103.45 | -10.1% |
| 193 | COP | CONOCOPHILLIPS COM | Energy | 434.0 | $45K | 0.01% | NEW | — | $103.85 | +29.8% |
| 194 | UNH | UNITEDHEALTH GROUP INC COM | Healthcare | 106.0 | $44K | 0.01% | NEW | — | $416.00 | -4.9% |
| 195 | ALK | ALASKA AIR GROUP INC COM | Industrials | 840.0 | $44K | 0.01% | NEW | — | $52.20 | -20.6% |
| 196 | DTE | DTE ENERGY CO COM | Utilities | 285.0 | $43K | 0.01% | NEW | — | $152.37 | -11.5% |
| 197 | HST | HOST HOTELS & RESORTS INC COM | Real Estate | 1,830.0 | $43K | 0.01% | NEW | — | $23.71 | -2.3% |
| 198 | XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | — | 270.0 | $43K | 0.01% | NEW | — | $158.66 | +9.7% |
| 199 | PLTR | PALANTIR TECHNOLOGIES INC CL A | Technology | 367.0 | $43K | 0.01% | NEW | — | $116.67 | +48.9% |
| 200 | EVRG | EVERGY INC COM | Utilities | 493.0 | $43K | 0.01% | NEW | — | $86.43 | -6.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
49.4%
Technology
15.5%
Industrials
15.1%
Consumer Cyclical
6.7%
Consumer Defensive
3.4%
Healthcare
2.6%
Utilities
2.5%
Energy
1.9%
Communication Services
1.6%
Real Estate
0.7%