Portfolio (Quarterly)
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Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 961 | CC | CHEMOURS CO COM | Basic Materials | 43.0 | $882.0 | — | NEW | — | $20.51 | -25.0% |
| 962 | FOXF | FOX FACTORY HLDG CORP COM | Consumer Cyclical | 52.0 | $881.0 | — | NEW | — | $16.94 | +27.4% |
| 963 | SKY | CHAMPION HOMES INC COM | Consumer Cyclical | 10.0 | $881.0 | — | NEW | — | $88.10 | +2.5% |
| 964 | UHT | UNIVERSAL HEALTH RLTY INCOME SH BEN INT | Real Estate | 20.0 | $877.0 | — | NEW | — | $43.85 | -5.6% |
| 965 | ANET | ARISTA NETWORKS INC COM SHS | Technology | 5.0 | $849.0 | — | NEW | — | $169.80 | +11.5% |
| 966 | ASO | ACADEMY SPORTS & OUTDOORS INC COM | Consumer Cyclical | 18.0 | $848.0 | — | NEW | — | $47.11 | -2.1% |
| 967 | HSTM | HEALTHSTREAM INC COM | Healthcare | 31.0 | $845.0 | — | NEW | — | $27.26 | +6.4% |
| 968 | MTH | MERITAGE HOMES CORP COM | Consumer Cyclical | 10.0 | $839.0 | — | NEW | — | $83.90 | -14.2% |
| 969 | POWI | POWER INTEGRATIONS INC COM | Technology | 10.0 | $838.0 | — | NEW | — | $83.80 | -36.7% |
| 970 | — | CSW INDUSTRIALS INC COM | — | 3.0 | $835.0 | — | NEW | — | $278.33 | — |
| 971 | — | BEACON FINANCIAL CORP. COM | — | 27.0 | $822.0 | — | NEW | — | $30.44 | — |
| 972 | KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | — | 16.0 | $808.0 | — | NEW | — | $50.50 | +3.1% |
| 973 | ABG | ASBURY AUTOMOTIVE GROUP INC COM | Consumer Cyclical | 4.0 | $804.0 | — | NEW | — | $201.00 | +6.5% |
| 974 | TRGP | TARGA RES CORP COM | Energy | 3.0 | $804.0 | — | NEW | — | $268.00 | +9.0% |
| 975 | NAVI | NAVIENT CORPORATION COM | Financial Services | 94.0 | $800.0 | — | NEW | — | $8.51 | +11.3% |
| 976 | XHR | XENIA HOTELS & RESORTS INC COM | Real Estate | 39.0 | $794.0 | — | NEW | — | $20.36 | -4.0% |
| 977 | CCS | CENTURY COMMUNITIES INC COM | Consumer Cyclical | 11.0 | $788.0 | — | NEW | — | $71.64 | -1.7% |
| 978 | BTU | PEABODY ENERGY CORP COM | Energy | 34.0 | $786.0 | — | NEW | — | $23.12 | +20.6% |
| 979 | NSP | INSPERITY INC COM | Industrials | 19.0 | $785.0 | — | NEW | — | $41.32 | +28.1% |
| 980 | VOD | VODAFONE GROUP PLC SPONSORED ADR | Communication Services | 59.0 | $780.0 | — | NEW | — | $13.22 | +20.9% |
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%