Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 341 | VMI | VALMONT INDS INC COM | Industrials | 34.0 | $20K | 0.00% | NEW | — | $577.59 | -16.6% |
| 342 | LASR | NLIGHT INC COM | Technology | 282.0 | $20K | 0.00% | NEW | — | $69.62 | -36.6% |
| 343 | SHW | SHERWIN WILLIAMS CO COM | Basic Materials | 57.0 | $20K | 0.00% | NEW | — | $344.32 | +0.7% |
| 344 | ESS | ESSEX PPTY TR INC COM | Real Estate | 67.0 | $20K | 0.00% | NEW | — | $291.60 | +0.7% |
| 345 | IP | INTERNATIONAL PAPER CO COM | Consumer Cyclical | 508.0 | $19K | 0.00% | NEW | — | $38.12 | +7.7% |
| 346 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | — | 700.0 | $19K | 0.00% | NEW | — | $27.65 | -0.1% |
| 347 | TER | TERADYNE INC COM | Technology | 40.0 | $19K | 0.00% | NEW | — | $483.85 | -24.6% |
| 348 | TECK | TECK RESOURCES LTD CL B | Basic Materials | 322.0 | $19K | 0.00% | NEW | — | $59.46 | +18.1% |
| 349 | FN | FABRINET SHS | Technology | 34.0 | $19K | 0.00% | NEW | — | $562.09 | -25.1% |
| 350 | UVSP | UNIVEST FINANCIAL CORPORATION COM | Financial Services | 434.0 | $19K | 0.00% | NEW | — | $43.75 | -4.5% |
| 351 | PLXS | PLEXUS CORP COM | Technology | 63.0 | $19K | 0.00% | NEW | — | $300.67 | -21.0% |
| 352 | VDC | VANGUARD CONSUMER STAPLES ETF | — | 84.0 | $19K | 0.00% | NEW | — | $225.49 | +4.5% |
| 353 | ES | EVERSOURCE ENERGY COM | Utilities | 262.0 | $19K | 0.00% | NEW | — | $72.27 | -1.4% |
| 354 | AIR | AAR CORP COM | Industrials | 132.0 | $19K | 0.00% | NEW | — | $142.93 | -5.8% |
| 355 | CEG | CONSTELLATION ENERGY CORP COM | Utilities | 76.0 | $19K | 0.00% | NEW | — | $248.07 | +10.2% |
| 356 | TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | — | 372.0 | $19K | 0.00% | NEW | — | $50.59 | +0.1% |
| 357 | BDX | BECTON DICKINSON & CO COM | Healthcare | 124.0 | $19K | 0.00% | NEW | — | $151.33 | +26.0% |
| 358 | — | SOUTHSTATE BK CORP COM | — | 187.0 | $19K | 0.00% | NEW | — | $99.90 | — |
| 359 | MRCY | MERCURY SYS INC COM | Industrials | 152.0 | $19K | 0.00% | NEW | — | $122.33 | -26.8% |
| 360 | NMRK | NEWMARK GROUP INC CL A | Real Estate | 1,229.0 | $19K | 0.00% | NEW | — | $15.11 | +6.4% |
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%