Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | ILCG | ISHARES MORNINGSTAR GROWTH ETF | — | 1,020.0 | $119K | 0.02% | NEW | — | $117.02 | -2.4% |
| 102 | COF | CAPITAL ONE FINL CORP COM | Financial Services | 585.0 | $117K | 0.02% | NEW | — | $200.62 | +1.1% |
| 103 | GE | GE AEROSPACE COM NEW | Industrials | 302.0 | $113K | 0.02% | NEW | — | $373.96 | -15.3% |
| 104 | IBM | INTERNATIONAL BUSINESS MACHS COM | Technology | 401.0 | $113K | 0.02% | NEW | — | $281.41 | -14.2% |
| 105 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | — | 1,317.0 | $113K | 0.02% | NEW | — | $85.49 | +1.1% |
| 106 | USB | US BANCORP COM NEW | Financial Services | 1,752.0 | $106K | 0.02% | NEW | — | $60.40 | -1.0% |
| 107 | ATI | ATI INC COM | Industrials | 535.0 | $105K | 0.02% | NEW | — | $197.10 | -2.9% |
| 108 | GLW | CORNING INC COM | Technology | 409.0 | $104K | 0.02% | NEW | — | $255.43 | -39.5% |
| 109 | BE | BLOOM ENERGY CORP COM CL A | Industrials | 334.0 | $101K | 0.02% | NEW | — | $302.70 | -6.6% |
| 110 | DVN | DEVON ENERGY CORP NEW COM | Energy | 2,377.0 | $98K | 0.02% | NEW | — | $41.33 | +17.0% |
| 111 | C | CITIGROUP INC COM NEW | Financial Services | 698.0 | $98K | 0.02% | NEW | — | $139.96 | -5.9% |
| 112 | WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | Energy | 2,221.0 | $97K | 0.02% | NEW | — | $43.76 | +7.4% |
| 113 | CW | CURTISS WRIGHT CORP COM | Industrials | 128.0 | $97K | 0.02% | NEW | — | $757.76 | -23.9% |
| 114 | WM | WASTE MGMT INC DEL COM | Industrials | 427.0 | $95K | 0.02% | NEW | — | $222.68 | -4.5% |
| 115 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 2,781.0 | $93K | 0.02% | NEW | — | $33.29 | +29.3% |
| 116 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | — | 579.0 | $91K | 0.02% | NEW | — | $158.03 | +1.6% |
| 117 | NFLX | NETFLIX INC. COM | Communication Services | 1,278.0 | $91K | 0.02% | NEW | — | $71.40 | +6.7% |
| 118 | EHC | ENCOMPASS HEALTH CORP COM | Healthcare | 898.0 | $91K | 0.02% | NEW | — | $101.08 | +22.2% |
| 119 | GEV | GE VERNOVA INC COM | Utilities | 77.0 | $91K | 0.02% | NEW | — | $1176.45 | -17.6% |
| 120 | FHN | FIRST HORIZON CORPORATION COM | Financial Services | 3,405.0 | $87K | 0.01% | NEW | — | $25.64 | -6.7% |
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%