Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 801 | — | OUSTER INC COM NEW | — | 50.0 | $3K | 0.00% | NEW | — | $62.52 | — |
| 802 | DG | DOLLAR GEN CORP COM | Consumer Defensive | 27.0 | $3K | 0.00% | NEW | — | $115.11 | +8.9% |
| 803 | GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Healthcare | 48.0 | $3K | 0.00% | NEW | — | $64.02 | +15.9% |
| 804 | FORM | FORMFACTOR INC COM | Technology | 19.0 | $3K | 0.00% | NEW | — | $159.95 | -32.5% |
| 805 | UWMC | UWM HOLDINGS CORPORATION COM CL A | Financial Services | 1,325.0 | $3K | 0.00% | NEW | — | $2.29 | -38.0% |
| 806 | MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | — | 27.0 | $3K | 0.00% | NEW | — | $112.07 | -2.6% |
| 807 | SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | Basic Materials | 34.0 | $3K | 0.00% | NEW | — | $88.59 | -37.5% |
| 808 | VSCO | VICTORIAS SECRET AND CO COMMON STOCK | Consumer Cyclical | 36.0 | $3K | 0.00% | NEW | — | $83.47 | +4.0% |
| 809 | JKHY | HENRY JACK & ASSOC INC COM | Technology | 21.0 | $3K | — | NEW | — | $137.76 | +23.8% |
| 810 | — | COOPER COS INC COM | — | 40.0 | $3K | — | NEW | — | $71.70 | — |
| 811 | PAAS | PAN AMERN SILVER CORP COM | Basic Materials | 64.0 | $3K | — | NEW | — | $44.80 | +19.7% |
| 812 | CL | COLGATE PALMOLIVE CO COM | Consumer Defensive | 31.0 | $3K | — | NEW | — | $91.68 | +1.0% |
| 813 | DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | Communication Services | 367.0 | $3K | — | NEW | — | $7.74 | +20.1% |
| 814 | FLO | FLOWERS FOODS INC COM | Consumer Defensive | 358.0 | $3K | — | NEW | — | $7.90 | -7.8% |
| 815 | TTMI | TTM TECHNOLOGIES INC COM | Technology | 15.0 | $3K | — | NEW | — | $187.00 | -42.7% |
| 816 | — | QIAGEN NV ORD SHARES | — | 71.0 | $3K | — | NEW | — | $39.10 | — |
| 817 | PLNT | PLANET FITNESS MASTER ISSUER L CL A | Consumer Cyclical | 53.0 | $3K | — | NEW | — | $52.17 | +3.2% |
| 818 | FND | FLOOR & DECOR HLDGS INC CL A | Consumer Cyclical | 46.0 | $3K | — | NEW | — | $59.37 | -7.6% |
| 819 | BLCN | SIREN NEXGEN ECONOMY ETF | — | 107.0 | $3K | — | NEW | — | $25.34 | -3.9% |
| 820 | PLD | PROLOGIS INC. COM | Real Estate | 20.0 | $3K | — | NEW | — | $135.45 | +5.8% |
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%