Sage Mountain Advisors LLC Purchases in Q1 2025

Sage Mountain Advisors LLC

  • $1.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
142K
+ 3.5%
$50.48 - $51.04 $7.17M - $7.25M
4.2M $213M
VGSH
Vanguard

ETFs
85.1K
+ 88.8%
$58.07 - $58.69 $4.94M - $4.99M
181K $10.6M
IQLT
Ishares Msci Intl Quality Fact

ETFs
46K
+ 3.87%
$36.91 - $41.03 $1.7M - $1.89M
1.24M $49.1M
GBDC
Golub Capital Bdc, Inc.

Financial Services
237K
+ 9.43%
$14.46 - $15.96 $3.42M - $3.78M
2.75M $41.6M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
92.1K
+ 3.83%
$55.41 - $60.74 $5.1M - $5.59M
2.5M $141M
VGIT
Vanguard Intermediate Term Tre

ETFs
48.5K
+ 22.1%
$57.44 - $59.4 $2.78M - $2.88M
268K $15.9M
JMBS
Janus Detroit Str Tr Henderson

ETFs
63.4K
+ 22.24%
$43.53 - $45.42 $2.76M - $2.88M
348K $15.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
790
+ 4.82%
$442.66 - $534.52 $350K - $422K
17.2K $9.15M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.64K
+ 299.13%
$192.82 - $222.1 $1.67M - $1.92M
11.5K $2.22M
IVV
Ishares Core S&P 500 ETF

ETFs
2.5K
+ 44.29%
$554.06 - $615.85 $1.39M - $1.54M
8.15K $4.58M
XOM
Exxon Mobil Corp

Energy
2.62K
+ 6.37%
$105.44 - $118.93 $276K - $311K
43.7K $5.2M
ED
Consolidated Edison Inc

Utilities
5.88K
New
$88.0 - $110.59 $518K - $651K
5.88K $650K
JNJ
Johnson & Johnson

Healthcare
1.84K
+ 12.66%
$142.06 - $167.7 $262K - $309K
16.4K $2.72M
V
Visa Inc.

Financial Services
338
+ 2.53%
$306.92 - $362.71 $104K - $123K
13.7K $4.81M
SO
Southern CO

Utilities
5.46K
+ 148.07%
$80.96 - $92.96 $442K - $507K
9.14K $840K
LLY
Eli Lilly & CO

Healthcare
271
+ 4.99%
$725.72 - $929.72 $197K - $252K
5.71K $4.71M
CVS
Cvs Health Corp

Healthcare
7.25K
New
$44.22 - $68.64 $321K - $498K
7.25K $491K
ABBV
Abb Vie Inc.

Healthcare
214
+ 1.55%
$169.2 - $216.66 $36.2K - $46.4K
14.1K $2.94M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.48K
+ 107.69%
$182.82 - $196.21 $453K - $487K
4.78K $899K
DUK
Duke Energy Corp

Utilities
3.84K
New
$105.87 - $121.97 $407K - $469K
3.84K $468K
KO
Coca Cola CO

Consumer Defensive
3.7K
+ 17.36%
$60.81 - $72.32 $225K - $268K
25K $1.79M
PAYX
Paychex Inc

Industrials
2.56K
+ 113.87%
$136.06 - $154.52 $348K - $396K
4.81K $742K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6.47K
+ 191.22%
$62.72 - $71.92 $406K - $465K
9.85K $620K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
32.5K
+ 26.42%
$14.7 - $16.24 $477K - $527K
155K $2.28M
AWK
American Water Works Company, Inc.

Utilities
2.63K
New
$121.01 - $149.31 $318K - $393K
2.63K $387K
JPM
Jpmorgan Chase & CO

Financial Services
369
+ 0.76%
$225.19 - $279.95 $83.1K - $103K
49K $12M
IEFA
Ishares Tr

ETFs
4.34K
+ 82.92%
$69.57 - $78.65 $302K - $341K
9.56K $723K
ABT
Abbott Laboratories

Healthcare
330
+ 2.21%
$111.1 - $140.22 $36.7K - $46.3K
15.2K $2.02M
ROP
Roper Technologies Inc

Industrials
563
New
$502.71 - $593.81 $283K - $334K
563 $331K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
6.93K
New
$47.33 - $47.92 $328K - $332K
6.93K $329K
F
Ford Motor CO

Consumer Cyclical
32.7K
New
$9.12 - $10.43 $299K - $342K
32.7K $328K
PM
Philip Morris International Inc.

Consumer Defensive
307
+ 4.24%
$117.15 - $158.79 $36K - $48.7K
7.55K $1.2M
CSGP
Costar Group, Inc.

Real Estate
4.1K
New
$69.29 - $80.37 $284K - $329K
4.1K $324K
AMGN
Amgen Inc

Healthcare
343
+ 8.05%
$258.59 - $327.36 $88.7K - $112K
4.61K $1.43M
IBM
International Business Machines Corp

Technology
550
+ 8.5%
$217.4 - $264.74 $120K - $146K
7.02K $1.75M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
874
+ 25.25%
$208.48 - $244.03 $182K - $213K
4.34K $1.06M
UBER
Uber Technologies, Inc

Technology
3.44K
+ 69.09%
$63.17 - $81.49 $217K - $280K
8.42K $613K
GE
General Electric CO

Industrials
747
+ 15.43%
$168.59 - $212.13 $126K - $158K
5.59K $1.12M
CVX
Chevron Corp

Energy
219
+ 1.84%
$146.71 - $167.97 $32.1K - $36.8K
12.1K $2.02M
WM
Waste Management Inc

Industrials
1.12K
+ 80.75%
$200.54 - $233.78 $225K - $262K
2.51K $580K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.43K
New
$106.31 - $123.73 $258K - $301K
2.43K $300K
T
At&T Inc.

Communication Services
3.19K
+ 8.44%
$21.56 - $28.28 $68.8K - $90.3K
41K $1.16M
HES
Hess Corp

Energy
1.8K
New
$135.42 - $160.52 $243K - $288K
1.8K $286K
RTX
Raytheon Technologies Corp

Industrials
1.05K
+ 13.58%
$114.1 - $135.66 $119K - $142K
8.76K $1.16M
MDT
Medtronic PLC

Healthcare
2.96K
New
$79.84 - $94.5 $236K - $280K
2.96K $266K
CCI
Crown Castle International Corp

Real Estate
2.55K
New
$84.33 - $106.39 $215K - $272K
2.55K $265K
HWM
Howmet Aerospace Inc.

Industrials
2.03K
New
$110.79 - $139.39 $225K - $283K
2.03K $263K
INTC
Intel Corp

Technology
9.54K
+ 63.75%
$19.1 - $27.39 $182K - $261K
24.5K $556K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.77K
New
$56.12 - $68.15 $212K - $257K
3.77K $255K
Activity Summary
Buys All Purchases 215 New Holdings 47 Increased Positions 168 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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