Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 381 | GFI | GOLD FIELDS LTD SPONSORED ADR | Basic Materials | 500.0 | $17K | 0.00% | NEW | — | $33.59 | +40.9% |
| 382 | SHOO | MADDEN STEVEN LTD COM | Consumer Cyclical | 398.0 | $17K | 0.00% | NEW | — | $42.10 | +9.0% |
| 383 | XPRO | EXPRO GROUP HOLDINGS NV COM | Energy | 1,131.0 | $17K | 0.00% | NEW | — | $14.77 | +21.3% |
| 384 | NVS | NOVARTIS AG SPONSORED ADR | Healthcare | 105.0 | $16K | 0.00% | NEW | — | $156.72 | +0.8% |
| 385 | — | EVEREST GROUP LTD COM | — | 46.0 | $16K | 0.00% | NEW | — | $357.24 | — |
| 386 | IYW | ISHARES U.S. TECHNOLOGY ETF | — | 65.0 | $16K | 0.00% | NEW | — | $252.54 | -3.3% |
| 387 | MET | METLIFE INC COM | Financial Services | 194.0 | $16K | 0.00% | NEW | — | $84.61 | +13.7% |
| 388 | LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | Basic Materials | 311.0 | $16K | 0.00% | NEW | — | $52.65 | +23.8% |
| 389 | UAL | UNITED AIRLS HLDGS INC COM | Industrials | 119.0 | $16K | 0.00% | NEW | — | $135.99 | -16.5% |
| 390 | — | ANGLOGOLD ASHANTI PLC COM SHS | — | 200.0 | $16K | 0.00% | NEW | — | $80.89 | — |
| 391 | AXSM | AXSOME THERAPEUTICS INC. COM | Healthcare | 66.0 | $16K | 0.00% | NEW | — | $244.77 | -16.1% |
| 392 | DFIN | DONNELLEY FINL SOLUTIONS INC COM | Financial Services | 385.0 | $16K | 0.00% | NEW | — | $41.95 | +13.0% |
| 393 | CDNS | CADENCE DESIGN SYSTEM INC COM | Technology | 43.0 | $16K | 0.00% | NEW | — | $375.33 | -15.8% |
| 394 | FBK | FB FINL CORP COM | Financial Services | 289.0 | $16K | 0.00% | NEW | — | $55.35 | +5.3% |
| 395 | SLAB | SILICON LABORATORIES INC COM | Technology | 73.0 | $16K | 0.00% | NEW | — | $218.56 | -0.2% |
| 396 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | — | 67.0 | $16K | 0.00% | NEW | — | $237.46 | +3.0% |
| 397 | PSX | PHILLIPS 66 COM | Energy | 94.0 | $16K | 0.00% | NEW | — | $169.05 | +43.1% |
| 398 | SYK | STRYKER CORPORATION COM | Healthcare | 50.0 | $16K | 0.00% | NEW | — | $314.84 | +4.1% |
| 399 | CWST | CASELLA WASTE SYS INC CL A | Industrials | 162.0 | $16K | 0.00% | NEW | — | $96.97 | -2.3% |
| 400 | NXT | NEXTPOWER INC CLASS A COM | Technology | 131.0 | $16K | 0.00% | NEW | — | $119.14 | -28.9% |
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%