Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 641 | OMC | OMNICOM GROUP INC COM | Communication Services | 81.0 | $6K | 0.00% | NEW | — | $72.83 | +21.5% |
| 642 | — | MIAMI INTL HLDGS INC COM | — | 158.0 | $6K | 0.00% | NEW | — | $37.16 | — |
| 643 | SNOW | SNOWFLAKE INC COM SHS | Technology | 23.0 | $6K | 0.00% | NEW | — | $254.52 | +24.0% |
| 644 | — | GLOBUS MED INC CL A | — | 74.0 | $6K | 0.00% | NEW | — | $79.01 | — |
| 645 | CNX | CNX RES CORP COM | Energy | 172.0 | $6K | 0.00% | NEW | — | $33.93 | +6.2% |
| 646 | BIIB | BIOGEN INC COM | Healthcare | 27.0 | $6K | 0.00% | NEW | — | $216.07 | +2.4% |
| 647 | YETI | YETI HLDGS INC COM | Consumer Cyclical | 117.0 | $6K | 0.00% | NEW | — | $49.56 | -13.6% |
| 648 | TXRH | TEXAS ROADHOUSE INC COM | Consumer Cyclical | 30.0 | $6K | 0.00% | NEW | — | $193.23 | +5.2% |
| 649 | PNW | PINNACLE WEST CAP CORP COM | Utilities | 54.0 | $6K | 0.00% | NEW | — | $107.00 | -8.5% |
| 650 | PRI | PRIMERICA INC COM | Financial Services | 20.0 | $6K | 0.00% | NEW | — | $284.20 | +4.9% |
| 651 | LYFT | LYFT INC CL A COM | Technology | 389.0 | $6K | 0.00% | NEW | — | $14.61 | +20.4% |
| 652 | RYTM | RHYTHM PHARMACEUTICALS INC COM | Healthcare | 51.0 | $6K | 0.00% | NEW | — | $111.04 | +0.9% |
| 653 | GPI | GROUP 1 AUTOMOTIVE INC COM | Consumer Cyclical | 19.0 | $6K | 0.00% | NEW | — | $291.16 | -9.5% |
| 654 | PYPL | PAYPAL HLDGS INC COM | Financial Services | 127.0 | $5K | 0.00% | NEW | — | $43.30 | +43.6% |
| 655 | AFRM | AFFIRM HLDGS INC COM CL A | Technology | 67.0 | $5K | 0.00% | NEW | — | $81.55 | -4.5% |
| 656 | BSV | VANGUARD SHORT-TERM BOND ETF | — | 70.0 | $5K | 0.00% | NEW | — | $77.91 | -0.3% |
| 657 | KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | Industrials | 70.0 | $5K | 0.00% | NEW | — | $77.87 | -11.5% |
| 658 | EWBC | EAST WEST BANCORP INC COM | Financial Services | 42.0 | $5K | 0.00% | NEW | — | $129.10 | -0.1% |
| 659 | ELV | ELEVANCE HEALTH INC FORMERLY A COM | Healthcare | 14.0 | $5K | 0.00% | NEW | — | $386.71 | +3.2% |
| 660 | DXCM | DEXCOM INC COM | Healthcare | 80.0 | $5K | 0.00% | NEW | — | $67.35 | +32.9% |
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%