Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 361 | PHIN | PHINIA INC COMMON STOCK | Consumer Cyclical | 225.0 | $19K | 0.00% | NEW | — | $82.37 | -13.5% |
| 362 | PIPR | PIPER SANDLER COMPANIES COM NEW | Financial Services | 256.0 | $19K | 0.00% | NEW | — | $72.34 | +3.4% |
| 363 | — | BUNGE GLOBAL SA COM SHS | — | 172.0 | $18K | 0.00% | NEW | — | $106.73 | — |
| 364 | GTES | GATES INDL CORP PLC ORD SHS | Industrials | 653.0 | $18K | 0.00% | NEW | — | $27.97 | -6.9% |
| 365 | ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | — | 212.0 | $18K | 0.00% | NEW | — | $85.70 | -6.7% |
| 366 | WCBR | WISDOMTREE CYBERSECURITY FUND | — | 500.0 | $18K | 0.00% | NEW | — | $36.23 | +7.2% |
| 367 | TFC | TRUIST FINL CORP COM | Financial Services | 363.0 | $18K | 0.00% | NEW | — | $49.82 | +2.0% |
| 368 | NEE | NEXTERA ENERGY INC COM | Utilities | 206.0 | $18K | 0.00% | NEW | — | $87.63 | -4.0% |
| 369 | TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | Communication Services | 72.0 | $18K | 0.00% | NEW | — | $249.99 | -6.6% |
| 370 | CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Technology | 66.0 | $18K | 0.00% | NEW | — | $271.95 | -18.1% |
| 371 | SEB | SEABOARD CORP DEL COM | Industrials | 4.0 | $18K | 0.00% | NEW | — | $4464.25 | -5.2% |
| 372 | IONS | IONIS PHARMACEUTICALS INC COM | Healthcare | 223.0 | $18K | 0.00% | NEW | — | $79.29 | -21.8% |
| 373 | GM | GENERAL MTRS CO COM | Consumer Cyclical | 229.0 | $18K | 0.00% | NEW | — | $77.08 | +12.8% |
| 374 | UPS | UNITED PARCEL SVCS INC CL B | Industrials | 163.0 | $18K | 0.00% | NEW | — | $107.82 | -4.7% |
| 375 | EFAX | STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF | — | 320.0 | $17K | 0.00% | NEW | — | $54.12 | +3.1% |
| 376 | WHD | CACTUS INC CL A | Energy | 338.0 | $17K | 0.00% | NEW | — | $51.23 | +32.8% |
| 377 | ZBH | ZIMMER BIOMET HOLDINGS INC COM | Healthcare | 199.0 | $17K | 0.00% | NEW | — | $86.09 | +17.3% |
| 378 | MTZ | MASTEC INC COM | Industrials | 41.0 | $17K | 0.00% | NEW | — | $416.05 | -38.6% |
| 379 | LNC | LINCOLN NATL CORP IND COM | Financial Services | 479.0 | $17K | 0.00% | NEW | — | $35.35 | +19.9% |
| 380 | VOYA | VOYA FINANCIAL INC COM | Financial Services | 187.0 | $17K | 0.00% | NEW | — | $90.53 | +9.5% |
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%