Portfolio (Quarterly)
Guide ↗
Cedar Mountain Advisors, LLC
· CIK 0001798986| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | BAC | BANK OF AMER CORP COM | Financial Services | 1,483.0 | $84K | 0.01% | NEW | — | $56.97 | +2.4% |
| 122 | KLAC | KLA CORP COM NEW | Technology | 276.0 | $83K | 0.01% | NEW | — | $301.71 | -44.0% |
| 123 | LLY | ELI LILLY & CO COM | Healthcare | 69.0 | $83K | 0.01% | NEW | — | $1201.78 | -4.6% |
| 124 | CVX | CHEVRON CORPORATION COM | Energy | 484.0 | $80K | 0.01% | NEW | — | $165.81 | +27.4% |
| 125 | VZ | VERIZON COMMUNICATIONS INC COM | Communication Services | 1,886.0 | $80K | 0.01% | NEW | — | $42.35 | +14.8% |
| 126 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | — | 1,009.0 | $77K | 0.01% | NEW | — | $76.74 | -3.3% |
| 127 | ALL | ALLSTATE CORP COM | Financial Services | 325.0 | $77K | 0.01% | NEW | — | $237.94 | +6.3% |
| 128 | WCC | WESCO INTL INC COM | Industrials | 223.0 | $77K | 0.01% | NEW | — | $345.43 | -2.1% |
| 129 | WAB | WABTEC COM | Industrials | 281.0 | $76K | 0.01% | NEW | — | $269.60 | +3.9% |
| 130 | VIAV | VIAVI SOLUTIONS INC COM | Technology | 1,508.0 | $72K | 0.01% | NEW | — | $47.75 | -26.8% |
| 131 | MU | MICRON TECHNOLOGY INC COM | Technology | 62.0 | $72K | 0.01% | NEW | — | $1159.40 | -15.9% |
| 132 | GS | GOLDMAN SACHS GROUP INC COM | Financial Services | 71.0 | $72K | 0.01% | NEW | — | $1011.37 | -5.7% |
| 133 | CASY | CASEYS GEN STORES INC COM | Consumer Cyclical | 90.0 | $72K | 0.01% | NEW | — | $794.92 | -23.8% |
| 134 | BX | BLACKSTONE INC COM | Financial Services | 607.0 | $71K | 0.01% | NEW | — | $117.67 | +6.9% |
| 135 | WY | WEYERHAEUSER CO COM NEW | Real Estate | 2,961.0 | $71K | 0.01% | NEW | — | $23.94 | -9.1% |
| 136 | MCHP | MICROCHIP TECHNOLOGY INC. COM | Technology | 776.0 | $71K | 0.01% | NEW | — | $91.20 | -22.5% |
| 137 | — | ENTERGY CORP NEW COM | — | 596.0 | $68K | 0.01% | NEW | — | $114.86 | — |
| 138 | IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | — | 381.0 | $68K | 0.01% | NEW | — | $178.64 | -8.3% |
| 139 | STRL | STERLING INFRASTRUCTURE INC COM | Industrials | 81.0 | $68K | 0.01% | NEW | — | $839.36 | -40.5% |
| 140 | BWA | BORGWARNER INC COM | Consumer Cyclical | 1,021.0 | $68K | 0.01% | NEW | — | $66.40 | -3.4% |
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%