Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | SNA | SNAP ON INC COM | Industrials | 166.0 | $67K | 0.01% | NEW | — | $402.40 | -2.0% |
| 142 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | — | 794.0 | $66K | 0.01% | NEW | — | $82.80 | -2.8% |
| 143 | ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | — | 270.0 | $65K | 0.01% | NEW | — | $242.30 | -3.7% |
| 144 | MMM | 3M CO COM | Industrials | 404.0 | $65K | 0.01% | NEW | — | $161.91 | +10.7% |
| 145 | AEE | AMEREN CORP COM | Utilities | 576.0 | $65K | 0.01% | NEW | — | $113.04 | -6.2% |
| 146 | ED | CONSOLIDATED EDISON INC COM | Utilities | 586.0 | $65K | 0.01% | NEW | — | $110.63 | -3.5% |
| 147 | PH | PARKER-HANNIFIN CORP COM | Industrials | 65.0 | $64K | 0.01% | NEW | — | $978.12 | +2.8% |
| 148 | WBS | WEBSTER FINL CORP COM | Financial Services | 799.0 | $61K | 0.01% | NEW | — | $76.42 | +1.5% |
| 149 | RGA | REINSURANCE GROUP AMER INC COM NEW | Financial Services | 281.0 | $60K | 0.01% | NEW | — | $212.65 | +15.5% |
| 150 | BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | — | 641.0 | $59K | 0.01% | NEW | — | $92.28 | -1.7% |
| 151 | AMP | AMERIPRISE FINL INC COM | Financial Services | 126.0 | $58K | 0.01% | NEW | — | $458.76 | +22.5% |
| 152 | — | CENCORA INC COM | — | 202.0 | $57K | 0.01% | NEW | — | $282.98 | — |
| 153 | CAT | CATERPILLAR INC COM | Industrials | 54.0 | $57K | 0.01% | NEW | — | $1057.13 | -23.4% |
| 154 | SCHW | SCHWAB CHARLES CORP COM | Financial Services | 617.0 | $57K | 0.01% | NEW | — | $92.31 | +23.2% |
| 155 | ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF | — | 727.0 | $57K | 0.01% | NEW | — | $78.32 | +3.6% |
| 156 | DOV | DOVER CORP COM | Industrials | 253.0 | $57K | 0.01% | NEW | — | $224.28 | -10.5% |
| 157 | PANW | PALO ALTO NETWORKS INC COM | Technology | 166.0 | $57K | 0.01% | NEW | — | $341.02 | +2.6% |
| 158 | TRV | TRAVELERS COMPANIES INC COM | Financial Services | 171.0 | $56K | 0.01% | NEW | — | $330.12 | +12.8% |
| 159 | EVR | EVERCORE INC CLASS A | Financial Services | 165.0 | $56K | 0.01% | NEW | — | $341.44 | -14.9% |
| 160 | IWR | ISHARES RUSSELL MIDCAP ETF | — | 509.0 | $56K | 0.01% | NEW | — | $110.32 | +2.4% |
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%