Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | DIVB | ISHARES CORE DIVIDEND ETF | — | 104,443.0 | $6.4M | 1.11% | NEW | — | $61.60 | +11.9% |
| 22 | JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | — | 108,113.0 | $5.2M | 0.90% | NEW | — | $48.35 | -1.0% |
| 23 | JBND | JPMORGAN ACTIVE BOND ETF | — | 81,627.0 | $4.4M | 0.75% | NEW | — | $53.50 | -1.6% |
| 24 | ADP | AUTOMATIC DATA PROCESSING INC COM | Industrials | 16,866.0 | $3.8M | 0.65% | NEW | — | $223.95 | +25.4% |
| 25 | VTI | VANGUARD TOTAL STOCK MARKET ETF | — | 8,768.0 | $3.2M | 0.56% | NEW | — | $370.02 | +2.2% |
| 26 | AAPL | APPLE INC COM | Technology | 10,453.0 | $3.0M | 0.52% | NEW | — | $289.36 | +6.9% |
| 27 | CSX | CSX CORP COM | Industrials | 63,391.0 | $3.0M | 0.52% | NEW | — | $47.53 | +8.5% |
| 28 | XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | — | 36,177.0 | $3.0M | 0.52% | NEW | — | $83.07 | +3.5% |
| 29 | MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | — | 22,020.0 | $2.2M | 0.38% | NEW | — | $100.81 | -0.1% |
| 30 | JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | — | 23,071.0 | $1.9M | 0.33% | NEW | — | $82.49 | +3.4% |
| 31 | VUG | VANGUARD GROWTH ETF | — | 21,465.0 | $1.8M | 0.32% | NEW | — | $86.14 | +1.6% |
| 32 | IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | — | 17,104.0 | $1.6M | 0.28% | NEW | — | $95.44 | +2.6% |
| 33 | TSLA | TESLA INC COM | Consumer Cyclical | 3,515.0 | $1.5M | 0.26% | NEW | — | $420.60 | -13.7% |
| 34 | VTV | VANGUARD VALUE ETF | — | 5,600.0 | $1.2M | 0.21% | NEW | — | $217.93 | +3.9% |
| 35 | AMAT | APPLIED MATLS INC COM | Technology | 1,639.0 | $1.2M | 0.20% | NEW | — | $723.07 | -31.9% |
| 36 | MSFT | MICROSOFT CORP COM | Technology | 2,759.0 | $1.0M | 0.18% | NEW | — | $373.03 | +29.5% |
| 37 | JFLX | JPMORGAN FLEXIBLE DEBT ETF | — | 20,383.0 | $1.0M | 0.18% | NEW | — | $50.40 | -1.1% |
| 38 | — | BERKSHIRE HATHAWAY INC DEL CL B NEW | — | 1,966.0 | $984K | 0.17% | NEW | — | $500.39 | — |
| 39 | NVDA | NVIDIA CORPORATION COM | Technology | 4,477.0 | $896K | 0.15% | NEW | — | $200.11 | +7.3% |
| 40 | BND | VANGUARD TOTAL BOND MARKET ETF | — | 10,768.0 | $790K | 0.14% | NEW | — | $73.41 | -1.6% |
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%