Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | MGM | MGM RESORTS INTERNATIONAL COM | Consumer Cyclical | 702.0 | $34K | 0.01% | NEW | — | $47.81 | -8.5% |
| 242 | ORCL | ORACLE CORP COM | Technology | 225.0 | $33K | 0.01% | NEW | — | $146.41 | -1.9% |
| 243 | HAS | HASBRO INC COM | Consumer Cyclical | 395.0 | $33K | 0.01% | NEW | — | $82.59 | +15.7% |
| 244 | ILCB | ISHARES MORNINGSTAR U.S. EQUITY ETF | — | 313.0 | $32K | 0.01% | NEW | — | $103.65 | +2.2% |
| 245 | AXP | AMERICAN EXPRESS CO COM | Financial Services | 95.0 | $32K | 0.01% | NEW | — | $338.25 | -0.1% |
| 246 | AVA | AVISTA CORP COM | Utilities | 769.0 | $31K | 0.01% | NEW | — | $40.90 | -7.3% |
| 247 | CFG | CITIZENS FINL GROUP INC COM | Financial Services | 448.0 | $31K | 0.01% | NEW | — | $70.07 | +0.3% |
| 248 | A | AGILENT TECHNOLOGIES INC COM | Healthcare | 236.0 | $31K | 0.01% | NEW | — | $132.83 | +15.3% |
| 249 | EBAY | EBAY INC. COM | Consumer Cyclical | 277.0 | $31K | 0.01% | NEW | — | $111.75 | -4.4% |
| 250 | VLYPN | VALLEY NATL BANCORP COM | — | 2,112.0 | $31K | 0.01% | NEW | — | $14.65 | — |
| 251 | STZ | CONSTELLATION BRANDS INC CL A | Consumer Defensive | 220.0 | $31K | 0.01% | NEW | — | $139.09 | -1.1% |
| 252 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | Technology | 64.0 | $31K | 0.01% | NEW | — | $477.56 | -14.1% |
| 253 | TXT | TEXTRON INC COM | Industrials | 331.0 | $30K | 0.01% | NEW | — | $91.73 | -10.4% |
| 254 | AGX | ARGAN INC COM | Industrials | 38.0 | $30K | 0.01% | NEW | — | $798.55 | -41.3% |
| 255 | CI | THE CIGNA GROUP COM | Healthcare | 110.0 | $30K | 0.01% | NEW | — | $275.68 | +0.7% |
| 256 | IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | — | 202.0 | $30K | 0.01% | NEW | — | $147.73 | +0.3% |
| 257 | DHR | DANAHER CORP DEL COM | Healthcare | 157.0 | $30K | 0.01% | NEW | — | $189.96 | +13.4% |
| 258 | WBD | WARNER BROS DISCOVERY INC COM SER A | Communication Services | 1,113.0 | $30K | 0.01% | NEW | — | $26.66 | +8.2% |
| 259 | — | LEIDOS HOLDINGS INC COM | — | 286.0 | $29K | 0.01% | NEW | — | $102.97 | — |
| 260 | OC | OWENS CORNING NEW COM | Industrials | 185.0 | $29K | 0.01% | NEW | — | $159.00 | -7.4% |
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%