Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 841 | EOG | EOG RES INC COM | Energy | 17.0 | $2K | — | NEW | — | $129.71 | +11.2% |
| 842 | HOPE | HOPE BANCORP INC COM | Financial Services | 158.0 | $2K | — | NEW | — | $13.68 | +2.1% |
| 843 | MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | Financial Services | 108.0 | $2K | — | NEW | — | $19.89 | +16.3% |
| 844 | XOVR | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | — | 101.0 | $2K | — | NEW | — | $21.05 | -0.1% |
| 845 | TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | — | 18.0 | $2K | — | NEW | — | $114.89 | -0.7% |
| 846 | OLN | OLIN CORP COM PAR $1 | Basic Materials | 104.0 | $2K | — | NEW | — | $19.82 | -15.0% |
| 847 | WELL | WELLTOWER INC COM | Real Estate | 9.0 | $2K | — | NEW | — | $227.00 | +0.8% |
| 848 | TEL | TE CONNECTIVITY PLC ORD SHS | Technology | 10.0 | $2K | — | NEW | — | $201.60 | +1.9% |
| 849 | VSTS | VESTIS CORPORATION COM SHS | Industrials | 138.0 | $2K | — | NEW | — | $14.52 | -4.8% |
| 850 | FLNC | FLUENCE ENERGY INC COM CL A | Utilities | 100.0 | $2K | — | NEW | — | $19.88 | -63.2% |
| 851 | FIS | FIDELITY NATL INFORMATION SVCS COM | Technology | 51.0 | $2K | — | NEW | — | $38.88 | -8.4% |
| 852 | KMT | KENNAMETAL INC COM | Industrials | 56.0 | $2K | — | NEW | — | $35.05 | -15.1% |
| 853 | DHI | D R HORTON INC COM | Consumer Cyclical | 12.0 | $2K | — | NEW | — | $163.42 | -15.5% |
| 854 | GPN | GLOBAL PMTS INC COM | Industrials | 27.0 | $2K | — | NEW | — | $72.56 | +17.2% |
| 855 | ARWR | ARROWHEAD PHARMACEUTICALS INC COM | Healthcare | 24.0 | $2K | — | NEW | — | $81.50 | -18.4% |
| 856 | PERI | PERION NETWORK LTD SHS NEW | Communication Services | 200.0 | $2K | — | NEW | — | $9.71 | -10.8% |
| 857 | ARCB | ARCBEST CORP COM | Industrials | 13.0 | $2K | — | NEW | — | $143.54 | -10.3% |
| 858 | MOH | MOLINA HEALTHCARE INC COM | Healthcare | 8.0 | $2K | — | NEW | — | $228.75 | -12.2% |
| 859 | SBSI | SOUTHSIDE BANCSHARES INC COM | Financial Services | 52.0 | $2K | — | NEW | — | $35.19 | -10.6% |
| 860 | DCOM | DIME COML BANCSHARES INC COM | Financial Services | 45.0 | $2K | — | NEW | — | $40.64 | +0.2% |
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%