Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 521 | SLV | ISHARES SILVER TRUST | Financial Services | 170.0 | $9K | 0.00% | NEW | — | $53.47 | +16.6% |
| 522 | LOW | LOWES COS INC COM | Consumer Cyclical | 41.0 | $9K | 0.00% | NEW | — | $220.49 | -2.7% |
| 523 | MEDP | MEDPACE HLDGS INC COM | Healthcare | 17.0 | $9K | 0.00% | NEW | — | $529.59 | +16.0% |
| 524 | KFY | KORN FERRY COM NEW | Industrials | 135.0 | $9K | 0.00% | NEW | — | $66.58 | +26.8% |
| 525 | DOW | DOW HLDGS INC COM | Basic Materials | 327.0 | $9K | 0.00% | NEW | — | $27.39 | +10.1% |
| 526 | LEGR | FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF | — | 139.0 | $9K | 0.00% | NEW | — | $64.15 | +4.1% |
| 527 | SFNC | SIMMONS FIRST NATL CORP CL A $1 PAR | Financial Services | 389.0 | $9K | 0.00% | NEW | — | $22.65 | +0.2% |
| 528 | EQT | EQT CORP COM | Energy | 164.0 | $9K | 0.00% | NEW | — | $53.17 | +1.5% |
| 529 | LEVI | LEVI STRAUSS & CO NEW CL A COM STK | Consumer Cyclical | 350.0 | $9K | 0.00% | NEW | — | $24.83 | -15.0% |
| 530 | AWI | ARMSTRONG WORLD INDS INC NEW COM | Industrials | 54.0 | $9K | 0.00% | NEW | — | $160.43 | +12.1% |
| 531 | IDYA | IDEAYA BIOSCIENCES INC COM | Healthcare | 231.0 | $9K | 0.00% | NEW | — | $37.27 | +14.0% |
| 532 | OWL | BLUE OWL CAPITAL INC COM CL A | Financial Services | 982.0 | $9K | 0.00% | NEW | — | $8.75 | +34.7% |
| 533 | UBER | UBER TECHNOLOGIES INC COM | Technology | 119.0 | $9K | 0.00% | NEW | — | $72.16 | +11.4% |
| 534 | AMBA | AMBARELLA INC SHS | Technology | 100.0 | $9K | 0.00% | NEW | — | $85.80 | -17.5% |
| 535 | CRM | SALESFORCE INC COM | Technology | 55.0 | $9K | 0.00% | NEW | — | $155.91 | +31.9% |
| 536 | NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | Communication Services | 48.0 | $9K | 0.00% | NEW | — | $178.58 | +6.1% |
| 537 | SUPN | SUPERNUS PHARMACEUTICALS COM | Healthcare | 183.0 | $9K | 0.00% | NEW | — | $46.51 | -2.5% |
| 538 | SNPS | SYNOPSYS INC COM | Technology | 19.0 | $8K | 0.00% | NEW | — | $446.05 | -8.4% |
| 539 | DDS | DILLARDS INC CL A | Consumer Cyclical | 16.0 | $8K | 0.00% | NEW | — | $528.44 | +20.6% |
| 540 | DAL | DELTA AIR LINES INC COM NEW | Industrials | 90.0 | $8K | 0.00% | NEW | — | $93.66 | -10.7% |
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%