Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | WEC | WEC ENERGY GROUP INC COM | Utilities | 362.0 | $42K | 0.01% | NEW | — | $116.77 | -8.9% |
| 202 | MPC | MARATHON PETE CORP COM | Energy | 164.0 | $42K | 0.01% | NEW | — | $255.67 | +41.2% |
| 203 | DAR | DARLING INGREDIENTS INC COM | Consumer Defensive | 766.0 | $42K | 0.01% | NEW | — | $54.62 | +16.6% |
| 204 | AMD | ADVANCED MICRO DEVICES INC COM | Technology | 72.0 | $42K | 0.01% | NEW | — | $580.92 | -21.6% |
| 205 | PR | PERMIAN RESOURCES CORP CLASS A COM | Energy | 2,251.0 | $41K | 0.01% | NEW | — | $18.41 | +28.6% |
| 206 | PEP | PEPSICO INC COM | Consumer Defensive | 304.0 | $41K | 0.01% | NEW | — | $135.40 | +7.6% |
| 207 | F | FORD MTR CO COM | Consumer Cyclical | 2,940.0 | $41K | 0.01% | NEW | — | $13.90 | +0.5% |
| 208 | PFE | PFIZER INC COM | Healthcare | 1,691.0 | $41K | 0.01% | NEW | — | $24.08 | +16.0% |
| 209 | SXI | STANDEX INTL CORP COM | Industrials | 113.0 | $40K | 0.01% | NEW | — | $357.67 | -14.2% |
| 210 | EFG | ISHARES MSCI EAFE GROWTH ETF | — | 324.0 | $40K | 0.01% | NEW | — | $124.60 | +0.2% |
| 211 | ASML | ASML HLDG NV N Y REGISTRY SHS | Technology | 20.0 | $40K | 0.01% | NEW | — | $1989.45 | -12.9% |
| 212 | XEL | XCEL ENERGY INC COM | Utilities | 495.0 | $40K | 0.01% | NEW | — | $80.30 | -4.8% |
| 213 | STLD | STEEL DYNAMICS INC COM | Basic Materials | 173.0 | $40K | 0.01% | NEW | — | $229.46 | +2.7% |
| 214 | APH | AMPHENOL CORP CL A | Technology | 224.0 | $39K | 0.01% | NEW | — | $176.32 | -13.3% |
| 215 | — | CRH PLC ORD | — | 360.0 | $39K | 0.01% | NEW | — | $107.00 | — |
| 216 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | — | 1,445.0 | $38K | 0.01% | NEW | — | $26.52 | -1.3% |
| 217 | NPO | ENPRO INC COM | Industrials | 101.0 | $38K | 0.01% | NEW | — | $376.93 | -18.1% |
| 218 | WCN | WASTE CONNECTIONS INC COM | Industrials | 228.0 | $38K | 0.01% | NEW | — | $166.69 | +2.3% |
| 219 | PM | PHILIP MORRIS INTL INC COM | Consumer Defensive | 210.0 | $38K | 0.01% | NEW | — | $180.91 | +6.1% |
| 220 | SILA | SILA REALTY TRUST INC COMMON STOCK | Real Estate | 1,250.0 | $38K | 0.01% | NEW | — | $30.36 | +0.0% |
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%