Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 501 | AAL | AMERICAN AIRLINES GROUP INC COM | Industrials | 541.0 | $10K | 0.00% | NEW | — | $18.07 | -24.6% |
| 502 | DOC | HEALTHPEAK PROPERTIES INC COM | Real Estate | 454.0 | $10K | 0.00% | NEW | — | $21.40 | +1.1% |
| 503 | JBL | JABIL INC COM | Technology | 25.0 | $10K | 0.00% | NEW | — | $385.48 | -20.9% |
| 504 | RF | REGIONS FINANCIAL CORP NEW COM | Financial Services | 319.0 | $10K | 0.00% | NEW | — | $30.20 | +1.4% |
| 505 | OSIS | OSI SYSTEMS INC COM | Technology | 44.0 | $10K | 0.00% | NEW | — | $218.70 | -6.7% |
| 506 | EXLS | EXLSERVICE HLDGS INC COM | Technology | 372.0 | $10K | 0.00% | NEW | — | $25.86 | +45.6% |
| 507 | PRU | PRUDENTIAL FINL INC COM | Financial Services | 88.0 | $10K | 0.00% | NEW | — | $108.15 | +13.4% |
| 508 | PINS | PINTEREST INC CL A | Communication Services | 449.0 | $9K | 0.00% | NEW | — | $21.03 | +11.6% |
| 509 | IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | Basic Materials | 119.0 | $9K | 0.00% | NEW | — | $79.22 | +8.3% |
| 510 | BOOT | BOOT BARN HLDGS INC COM | Consumer Cyclical | 57.0 | $9K | 0.00% | NEW | — | $164.26 | -1.5% |
| 511 | MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | — | 27.0 | $9K | 0.00% | NEW | — | $345.22 | -12.9% |
| 512 | STAG | STAG INDUSTRIAL INC COM | Real Estate | 244.0 | $9K | 0.00% | NEW | — | $38.06 | -2.7% |
| 513 | AFL | AFLAC INC COM | Financial Services | 79.0 | $9K | 0.00% | NEW | — | $117.25 | +0.8% |
| 514 | — | UNILEVER PLC SPON ADR NEW | — | 153.0 | $9K | 0.00% | NEW | — | $60.12 | — |
| 515 | B | BARRICK MNG CORP COM SHS | Basic Materials | 250.0 | $9K | 0.00% | NEW | — | $36.73 | +31.1% |
| 516 | LMT | LOCKHEED MARTIN CORP COM | Industrials | 18.0 | $9K | 0.00% | NEW | — | $509.44 | +10.7% |
| 517 | ACHC | ACADIA HEALTHCARE COMPANY INC COM | Healthcare | 310.0 | $9K | 0.00% | NEW | — | $29.53 | -2.7% |
| 518 | RKLB | ROCKET LAB CORP COM | Industrials | 90.0 | $9K | 0.00% | NEW | — | $101.66 | -32.8% |
| 519 | SHOP | SHOPIFY INC CL A SUB VTG SHS | Technology | 80.0 | $9K | 0.00% | NEW | — | $114.17 | +31.2% |
| 520 | — | TEMA SPACE INNOVATORS ETF | — | 300.0 | $9K | 0.00% | NEW | — | $30.38 | — |
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%