Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | AVGO | BROADCOM INC COM | Technology | 434.0 | $164K | 0.03% | NEW | — | $377.75 | -2.5% |
| 82 | GLD | SPDR GOLD SHARES | Financial Services | 442.0 | $163K | 0.03% | NEW | — | $368.38 | +14.9% |
| 83 | ABBV | ABBVIE INC COM | Healthcare | 630.0 | $159K | 0.03% | NEW | — | $251.61 | +5.3% |
| 84 | GOOG | ALPHABET INC CAP STK CL C | — | 444.0 | $157K | 0.03% | NEW | — | $353.33 | — |
| 85 | MRK | MERCK & CO INC COM | Healthcare | 1,215.0 | $156K | 0.03% | NEW | — | $128.54 | +18.7% |
| 86 | IWB | ISHARES RUSSELL 1000 ETF | — | 368.0 | $151K | 0.03% | NEW | — | $409.50 | +2.5% |
| 87 | INTU | INTUIT COM | Technology | 577.0 | $151K | 0.03% | NEW | — | $261.03 | +40.6% |
| 88 | JPM | JPMORGAN CHASE & CO COM | Financial Services | 459.0 | $150K | 0.03% | NEW | — | $327.62 | +7.3% |
| 89 | CRWV | COREWEAVE INC COM CL A | Technology | 1,425.0 | $142K | 0.02% | NEW | — | $99.54 | -11.7% |
| 90 | UTL | UNITIL CORP COM | Utilities | 2,688.0 | $142K | 0.02% | NEW | — | $52.69 | +0.9% |
| 91 | — | JPMORGAN ULTRA-SHORT INCOME ETF | — | 2,796.0 | $141K | 0.02% | NEW | — | $50.57 | — |
| 92 | — | JPMORGAN SHORT DURATION CORE PLUS ETF | — | 2,939.0 | $139K | 0.02% | NEW | — | $47.14 | — |
| 93 | KEYS | KEYSIGHT TECHNOLOGIES INC COM | Technology | 375.0 | $131K | 0.02% | NEW | — | $350.07 | -9.7% |
| 94 | SNDK | SANDISK CORP COM | Technology | 57.0 | $130K | 0.02% | NEW | — | $2273.74 | -29.8% |
| 95 | RRX | REGAL REXNORD CORPORATION COM | Industrials | 527.0 | $126K | 0.02% | NEW | — | $238.19 | -30.2% |
| 96 | V | VISA INC COM CL A | Financial Services | 361.0 | $124K | 0.02% | NEW | — | $343.45 | +8.0% |
| 97 | RTX | RTX CORPORATION COM | Industrials | 648.0 | $123K | 0.02% | NEW | — | $189.82 | +10.6% |
| 98 | JNJ | JOHNSON & JOHNSON COM | Healthcare | 482.0 | $123K | 0.02% | NEW | — | $254.21 | +6.3% |
| 99 | CLH | CLEAN HARBORS INC COM | Industrials | 405.0 | $121K | 0.02% | NEW | — | $298.75 | +5.8% |
| 100 | FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | — | 1,592.0 | $121K | 0.02% | NEW | — | $75.89 | -2.5% |
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%