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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | ALSN | ALLISON TRANSMISSION HLDGS INC COM | Consumer Cyclical | 231.0 | $26K | 0.00% | NEW | — | $112.74 | +16.5% |
| 282 | FIBK | FIRST INTST BANCSYSTEM INC COM | Financial Services | 675.0 | $26K | 0.00% | NEW | — | $38.56 | -3.4% |
| 283 | LNT | ALLIANT ENERGY CORP COM | Utilities | 340.0 | $26K | 0.00% | NEW | — | $76.29 | -10.3% |
| 284 | COIN | COINBASE GLOBAL INC COM CL A | Financial Services | 177.0 | $26K | 0.00% | NEW | — | $146.19 | +22.8% |
| 285 | ENSG | ENSIGN GROUP INC COM | Healthcare | 160.0 | $26K | 0.00% | NEW | — | $160.30 | +11.9% |
| 286 | ALLY | ALLY FINL INC COM | Financial Services | 554.0 | $25K | 0.00% | NEW | — | $45.95 | -7.6% |
| 287 | GH | GUARDANT HEALTH INC COM | Healthcare | 169.0 | $25K | 0.00% | NEW | — | $150.03 | +8.8% |
| 288 | KR | KROGER CO COM | Consumer Defensive | 455.0 | $25K | 0.00% | NEW | — | $55.53 | +6.4% |
| 289 | LKQ | LKQ CORP COM | Consumer Cyclical | 952.0 | $25K | 0.00% | NEW | — | $26.33 | -2.2% |
| 290 | ADI | ANALOG DEVICES INC COM | Technology | 63.0 | $25K | 0.00% | NEW | — | $397.17 | -6.5% |
| 291 | FITB | FIFTH THIRD BANCORP COM | Financial Services | 443.0 | $25K | 0.00% | NEW | — | $56.37 | -2.6% |
| 292 | INDB | INDEPENDENT BK CORP MASS COM | Financial Services | 298.0 | $25K | 0.00% | NEW | — | $83.72 | -0.3% |
| 293 | IVE | ISHARES S&P 500 VALUE ETF | — | 110.0 | $25K | 0.00% | NEW | — | $226.66 | +4.9% |
| 294 | GD | GENERAL DYNAMICS CORP COM | Industrials | 70.0 | $25K | 0.00% | NEW | — | $354.24 | +8.3% |
| 295 | BALL | BALL CORP COM | Consumer Cyclical | 391.0 | $24K | 0.00% | NEW | — | $62.40 | +3.2% |
| 296 | PEG | PUBLIC SVC ENTERPRISE GROUP COM | Utilities | 300.0 | $24K | 0.00% | NEW | — | $81.16 | -9.4% |
| 297 | MUSA | MURPHY USA INC COM | Consumer Cyclical | 45.0 | $24K | 0.00% | NEW | — | $538.87 | +5.4% |
| 298 | COHU | COHU INC COM | Technology | 328.0 | $24K | 0.00% | NEW | — | $73.91 | -30.6% |
| 299 | KO | COCA COLA CO COM | Consumer Defensive | 297.0 | $24K | 0.00% | NEW | — | $81.30 | +13.2% |
| 300 | LHX | L3HARRIS TECHNOLOGIES INC COM | Industrials | 83.0 | $24K | 0.00% | NEW | — | $290.59 | -9.6% |
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%