Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 621 | FNB | F N B CORP COM | Financial Services | 340.0 | $6K | 0.00% | NEW | — | $19.08 | -3.7% |
| 622 | — | PINNACLE FINL PARTNERS INC COM | — | 64.0 | $6K | 0.00% | NEW | — | $100.88 | — |
| 623 | PSA | PUBLIC STORAGE COM | Real Estate | 20.0 | $6K | 0.00% | NEW | — | $318.30 | +1.4% |
| 624 | CBSH | COMMERCE BANCSHARES INC COM | Financial Services | 110.0 | $6K | 0.00% | NEW | — | $57.75 | +0.8% |
| 625 | ESAB | ESAB CORPORATION COM | Industrials | 64.0 | $6K | 0.00% | NEW | — | $98.62 | -18.4% |
| 626 | CRC | CALIFORNIA RES CORP COM STOCK | Energy | 119.0 | $6K | 0.00% | NEW | — | $52.87 | -2.3% |
| 627 | SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LP | Energy | 93.0 | $6K | 0.00% | NEW | — | $67.51 | +10.5% |
| 628 | MANH | MANHATTAN ASSOCIATES INC COM | Technology | 45.0 | $6K | 0.00% | NEW | — | $139.24 | +53.0% |
| 629 | XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | — | 138.0 | $6K | 0.00% | NEW | — | $45.34 | -4.5% |
| 630 | TIP | ISHARES TIPS BOND ETF | — | 57.0 | $6K | 0.00% | NEW | — | $109.58 | -1.8% |
| 631 | BWXT | BWX TECHNOLOGIES INC COM | Industrials | 32.0 | $6K | 0.00% | NEW | — | $194.66 | -23.1% |
| 632 | SMG | SCOTTS MIRACLE-GRO CO CL A | Basic Materials | 91.0 | $6K | 0.00% | NEW | — | $68.11 | -8.1% |
| 633 | TNL | TRAVEL PLUS LEISURE CO COM | Consumer Cyclical | 81.0 | $6K | 0.00% | NEW | — | $76.43 | -3.6% |
| 634 | WAL | WESTERN ALLIANCE BANCORP COM | Financial Services | 75.0 | $6K | 0.00% | NEW | — | $82.20 | -3.1% |
| 635 | AYI | ACUITY INC COM | Industrials | 16.0 | $6K | 0.00% | NEW | — | $376.69 | -9.8% |
| 636 | BLD | TOPBUILD COR COM | Industrials | 17.0 | $6K | 0.00% | NEW | — | $354.53 | +0.0% |
| 637 | BLMN | BLOOMIN BRANDS INC COM | Consumer Cyclical | 659.0 | $6K | 0.00% | NEW | — | $9.14 | +20.8% |
| 638 | ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | Financial Services | 400.0 | $6K | 0.00% | NEW | — | $15.03 | +56.5% |
| 639 | XRAY | DENTSPLY SIRONA INC COM | Healthcare | 561.0 | $6K | 0.00% | NEW | — | $10.61 | +3.4% |
| 640 | KURA | KURA ONCOLOGY INC COM | Healthcare | 542.0 | $6K | 0.00% | NEW | — | $10.97 | +23.9% |
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%