Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 441 | ONB | OLD NATL BANCORP IND COM | Financial Services | 510.0 | $13K | 0.00% | NEW | — | $25.90 | -0.5% |
| 442 | CTAS | CINTAS CORP COM | Industrials | 75.0 | $13K | 0.00% | NEW | — | $170.08 | +21.9% |
| 443 | SYF | SYNCHRONY FINANCIAL COM | Financial Services | 167.0 | $13K | 0.00% | NEW | — | $76.05 | +5.2% |
| 444 | INSM | INSMED INC COM PAR $.01 | Healthcare | 118.0 | $13K | 0.00% | NEW | — | $106.62 | +16.3% |
| 445 | HLIT | HARMONIC INC COM | Technology | 769.0 | $13K | 0.00% | NEW | — | $16.33 | -26.5% |
| 446 | OTIS | OTIS WORLDWIDE CORP COM | Industrials | 174.0 | $12K | 0.00% | NEW | — | $71.51 | +1.0% |
| 447 | CBT | CABOT CORP COM | Basic Materials | 137.0 | $12K | 0.00% | NEW | — | $90.82 | -7.6% |
| 448 | AMGN | AMGEN INC COM | Healthcare | 34.0 | $12K | 0.00% | NEW | — | $362.12 | +22.6% |
| 449 | VICI | VICI PPTYS INC COM | Real Estate | 463.0 | $12K | 0.00% | NEW | — | $26.55 | +0.9% |
| 450 | DUK | DUKE ENERGY CORP NEW COM NEW | Utilities | 97.0 | $12K | 0.00% | NEW | — | $126.58 | -3.6% |
| 451 | EMN | EASTMAN CHEM CO COM | Basic Materials | 182.0 | $12K | 0.00% | NEW | — | $66.98 | +8.5% |
| 452 | QSR | RESTAURANT BRANDS INTL INC COM | Consumer Cyclical | 168.0 | $12K | 0.00% | NEW | — | $72.51 | +12.5% |
| 453 | ASB | ASSOCIATED BANC-CORP COM | Financial Services | 395.0 | $12K | 0.00% | NEW | — | $30.77 | +0.4% |
| 454 | MORN | MORNINGSTAR INC COM | Financial Services | 77.0 | $12K | 0.00% | NEW | — | $156.71 | +38.8% |
| 455 | VNO | VORNADO RLTY TR SH BEN INT | Real Estate | 307.0 | $12K | 0.00% | NEW | — | $39.30 | -1.1% |
| 456 | SFM | SPROUTS FMRS MKT INC COM | Consumer Defensive | 142.0 | $12K | 0.00% | NEW | — | $84.58 | +1.8% |
| 457 | ISRG | INTUITIVE SURGICAL INC COM NEW | Healthcare | 30.0 | $12K | 0.00% | NEW | — | $397.67 | -6.1% |
| 458 | UTHR | UNITED THERAPEUTICS CORP DEL COM | Healthcare | 22.0 | $12K | 0.00% | NEW | — | $541.82 | -5.3% |
| 459 | GPC | GENUINE PARTS CO COM | Consumer Cyclical | 101.0 | $12K | 0.00% | NEW | — | $117.98 | +15.0% |
| 460 | IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | — | 121.0 | $12K | 0.00% | NEW | — | $98.30 | -0.7% |
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%