Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 601 | XP | XP INC CL A | Financial Services | 424.0 | $7K | 0.00% | NEW | — | $16.26 | +9.5% |
| 602 | PENN | PENN ENTERTAINMENT INC COM | Consumer Cyclical | 321.0 | $7K | 0.00% | NEW | — | $21.36 | -16.9% |
| 603 | UHAL | U HAUL HOLDING COMPANY COM | — | 104.0 | $7K | 0.00% | NEW | — | $65.44 | — |
| 604 | DKS | DICKS SPORTING GOODS INC COM | Consumer Cyclical | 30.0 | $7K | 0.00% | NEW | — | $226.80 | -45.2% |
| 605 | HQY | HEALTHEQUITY INC COM | Healthcare | 75.0 | $7K | 0.00% | NEW | — | $90.32 | +16.7% |
| 606 | U | UNITY SOFTWARE INC COM | Technology | 235.0 | $7K | 0.00% | NEW | — | $28.58 | +57.4% |
| 607 | NSA | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | Real Estate | 151.0 | $7K | 0.00% | NEW | — | $44.47 | -2.4% |
| 608 | PII | POLARIS INC COM | Consumer Cyclical | 98.0 | $7K | 0.00% | NEW | — | $68.44 | -7.1% |
| 609 | WTRG | ESSENTIAL UTILS INC COM | Utilities | 174.0 | $7K | 0.00% | NEW | — | $38.41 | +6.1% |
| 610 | SNX | TD SYNNEX CORPORATION COM | Technology | 25.0 | $7K | 0.00% | NEW | — | $267.36 | -6.0% |
| 611 | MTB | M & T BK CORP COM | Financial Services | 28.0 | $7K | 0.00% | NEW | — | $238.00 | +1.0% |
| 612 | APOS | APOLLO GLOBAL MGMT INC COM | — | 56.0 | $7K | 0.00% | NEW | — | $118.30 | — |
| 613 | — | FIRST HAWAIIAN INC COM | — | 224.0 | $7K | 0.00% | NEW | — | $29.30 | — |
| 614 | EVER | EVERQUOTE INC COM CL A | Communication Services | 275.0 | $7K | 0.00% | NEW | — | $23.79 | +12.9% |
| 615 | DLTR | DOLLAR TREE INC COM | Consumer Defensive | 54.0 | $7K | 0.00% | NEW | — | $120.94 | +11.2% |
| 616 | QRVO | QORVO INC COM | Technology | 70.0 | $7K | 0.00% | NEW | — | $93.27 | +1.1% |
| 617 | HPQ | HP INC COM | Technology | 297.0 | $7K | 0.00% | NEW | — | $21.97 | +34.4% |
| 618 | FTDR | FRONTDOOR INC COM | Consumer Cyclical | 84.0 | $7K | 0.00% | NEW | — | $77.60 | +7.6% |
| 619 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | — | 82.0 | $7K | 0.00% | NEW | — | $79.33 | -0.7% |
| 620 | AVY | AVERY DENNISON CORP COM | Industrials | 40.0 | $6K | 0.00% | NEW | — | $162.35 | +10.8% |
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%