Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 321 | MA | MASTERCARD INCORPORATED CL A | Financial Services | 42.0 | $22K | 0.00% | NEW | — | $513.60 | +16.8% |
| 322 | STWD | STARWOOD PPTY TR INC COM | Real Estate | 1,306.0 | $21K | 0.00% | NEW | — | $16.38 | -0.5% |
| 323 | ADM | ARCHER DANIELS MIDLAND CO COM | Consumer Defensive | 280.0 | $21K | 0.00% | NEW | — | $76.40 | +2.3% |
| 324 | NEM | NEWMONT CORP COM | Basic Materials | 229.0 | $21K | 0.00% | NEW | — | $93.40 | +41.2% |
| 325 | BMY | BRISTOL-MYERS SQUIBB CO COM | Healthcare | 363.0 | $21K | 0.00% | NEW | — | $57.62 | +16.8% |
| 326 | FLEX | FLEX LTD ORD | Technology | 129.0 | $21K | 0.00% | NEW | — | $162.07 | -34.2% |
| 327 | ITT | ITT INC COM | Industrials | 105.0 | $21K | 0.00% | NEW | — | $197.76 | +3.6% |
| 328 | SOLV | SOLVENTUM CORP COM SHS | Healthcare | 269.0 | $21K | 0.00% | NEW | — | $77.15 | +18.3% |
| 329 | MAA | MID-AMER APT CMNTYS INC COM | Real Estate | 148.0 | $21K | 0.00% | NEW | — | $138.94 | -4.2% |
| 330 | HPE | HEWLETT PACKARD ENTERPRISE CO COM | Technology | 454.0 | $20K | 0.00% | NEW | — | $45.14 | +16.2% |
| 331 | DE | DEERE & CO COM | Industrials | 32.0 | $20K | 0.00% | NEW | — | $639.78 | +1.4% |
| 332 | CACI | CACI INTL INC CL A | Technology | 44.0 | $20K | 0.00% | NEW | — | $463.25 | +37.4% |
| 333 | SPXC | SPX TECHNOLOGIES INC COM | Industrials | 83.0 | $20K | 0.00% | NEW | — | $245.17 | -18.1% |
| 334 | IDA | IDACORP INC COM | Utilities | 134.0 | $20K | 0.00% | NEW | — | $151.30 | -8.6% |
| 335 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | — | 106.0 | $20K | 0.00% | NEW | — | $190.52 | -5.5% |
| 336 | BITO | PROSHARES BITCOIN ETF | — | 2,495.0 | $20K | 0.00% | NEW | — | $7.98 | +33.2% |
| 337 | ACWX | ISHARES MSCI ACWI EX U.S. ETF | — | 261.0 | $20K | 0.00% | NEW | — | $76.11 | +1.8% |
| 338 | LW | LAMB WESTON HLDGS INC COM | Consumer Defensive | 458.0 | $20K | 0.00% | NEW | — | $43.18 | +26.9% |
| 339 | AEIS | ADVANCED ENERGY INDS COM | Industrials | 53.0 | $20K | 0.00% | NEW | — | $372.87 | -26.3% |
| 340 | IGM | ISHARES EXPANDED TECH SECTOR ETF | — | 121.0 | $20K | 0.00% | NEW | — | $162.91 | -3.9% |
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%