Sage Mountain Advisors LLC Purchases in Q2 2025

Sage Mountain Advisors LLC

  • $1.51 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
215K
+ 8.63%
$50.39 - $60.05 $10.9M - $12.9M
2.71M $163M
VTI
Vanguard Total Stock Market Et

ETFs
2.85K
+ 0.72%
$243.75 - $303.93 $694K - $866K
400K $122M
NVDA
Nvidia Corp

Technology
31.6K
+ 23.16%
$94.31 - $157.99 $2.98M - $5M
168K $26.6M
IQLT
Ishares Msci Intl Quality Fact

ETFs
140K
+ 11.28%
$35.9 - $43.76 $5.01M - $6.11M
1.38M $59.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
17.9K
+ 3.2%
$152.42 - $182.82 $2.72M - $3.26M
576K $105M
MSFT
Microsoft Corp

Technology
5.19K
+ 9.01%
$354.56 - $497.45 $1.84M - $2.58M
62.8K $31.2M
AVGO
Broadcom Inc.

Technology
3.9K
+ 5.07%
$146.29 - $275.65 $570K - $1.07M
80.7K $22.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
32.2K
+ 279.38%
$171.4 - $227.1 $5.52M - $7.31M
43.7K $9.93M
VGIT
Vanguard Intermediate Term Tre

ETFs
106K
+ 39.49%
$58.63 - $59.9 $6.2M - $6.34M
374K $22.3M
TSLA
Tesla, Inc.

Consumer Cyclical
12.1K
+ 49.21%
$221.86 - $362.89 $2.68M - $4.39M
36.7K $11.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
441
+ 0.53%
$456.74 - $568.03 $201K - $251K
83K $47.1M
META
Meta Platforms, Inc.

Communication Services
1.79K
+ 10.36%
$484.66 - $738.09 $867K - $1.32M
19.1K $14.1M
AMZN
Amazon Com Inc

Consumer Cyclical
10.1K
+ 16.31%
$167.32 - $223.3 $1.69M - $2.25M
72K $15.8M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
35.1K
New
$100.35 - $100.71 $3.52M - $3.53M
35.1K $3.53M
ITOT
Ishares Core S&P Total U.S. St

ETFs
20.9K
+ 71.3%
$108.12 - $135.04 $2.26M - $2.82M
50.1K $6.77M
GBDC
Golub Capital Bdc, Inc.

Financial Services
287K
+ 10.47%
$13.03 - $15.28 $3.74M - $4.39M
3.03M $44.4M
JPM
Jpmorgan Chase & CO

Financial Services
1.92K
+ 3.91%
$210.28 - $289.91 $403K - $555K
50.9K $14.8M
VUG
Vanguard Growth ETF

ETFs
3.59K
+ 33.03%
$329.49 - $438.4 $1.18M - $1.57M
14.4K $6.33M
JMBS
Janus Detroit Str Tr Henderson

ETFs
43K
+ 12.35%
$43.89 - $45.45 $1.89M - $1.95M
391K $17.6M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.32K
+ 110.33%
$179.95 - $278.88 $957K - $1.48M
10.1K $2.83M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
21.7K
+ 219.85%
$57.46 - $75.58 $1.24M - $1.64M
31.5K $2.38M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.55K
+ 1.68%
$55.54 - $69.09 $197K - $245K
215K $14.9M
GOOGL
Alphabet Inc.

Communication Services
4.04K
+ 8.95%
$144.7 - $178.6 $585K - $722K
49.2K $8.67M
NFLX
Netflix Inc

Communication Services
383
+ 13.56%
$855.86 - $1339.13 $328K - $513K
3.21K $4.3M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
11.1K
+ 7.82%
$59.24 - $71.39 $655K - $789K
152K $10.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
14.4K
+ 3561.54%
$74.88 - $91.97 $1.07M - $1.32M
14.8K $1.36M
ORCL
Oracle Corp

Technology
1.04K
+ 7.8%
$122.82 - $218.63 $128K - $228K
14.4K $3.15M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.16K
+ 10.12%
$320.42 - $424.58 $373K - $494K
12.7K $5.37M
BAC
Bank Of America Corp

Financial Services
3.91K
+ 2.17%
$34.39 - $47.46 $134K - $185K
184K $8.72M
IVV
Ishares Core S&P 500 ETF

ETFs
1.1K
+ 13.47%
$498.8 - $620.9 $547K - $681K
9.24K $5.74M
PLTR
Palantir Technologies Inc.

Technology
3.72K
+ 40.23%
$74.01 - $144.25 $275K - $536K
13K $1.77M
GOOG
Alphabet Inc.

Communication Services
1.08K
+ 2.92%
$146.58 - $180.01 $159K - $195K
38.3K $6.79M
ETN
Eaton Corp PLC

Industrials
1.05K
+ 19.92%
$246.52 - $356.99 $259K - $376K
6.33K $2.26M
MSTR
Microstrategy Inc

Technology
1.47K
+ 84.1%
$237.95 - $421.61 $349K - $618K
3.21K $1.3M
WMT
Walmart Inc.

Consumer Defensive
4.12K
+ 11.81%
$81.79 - $99.98 $337K - $411K
38.9K $3.81M
GS
Goldman Sachs Group Inc

Financial Services
665
+ 41.54%
$462.22 - $707.75 $307K - $471K
2.27K $1.6M
CHD
Church & Dwight CO Inc

Consumer Defensive
7.15K
New
$91.57 - $110.76 $655K - $792K
7.15K $687K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.29K
+ 23.85%
$141.37 - $228.57 $182K - $295K
6.69K $1.52M
COST
Costco Wholesale Corp

Consumer Defensive
466
+ 17.16%
$908.13 - $1056.85 $423K - $492K
3.18K $3.15M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.69K
+ 56.14%
$166.82 - $194.23 $448K - $522K
7.47K $1.45M
GE
General Electric CO

Industrials
842
+ 15.07%
$166.81 - $257.39 $140K - $217K
6.43K $1.66M
PM
Philip Morris International Inc.

Consumer Defensive
1.82K
+ 24.1%
$149.23 - $184.95 $272K - $337K
9.37K $1.71M
IBM
International Business Machines Corp

Technology
618
+ 8.8%
$221.03 - $294.78 $137K - $182K
7.64K $2.25M
APH
Amphenol Corp

Technology
1.19K
+ 10.72%
$59.09 - $98.75 $70K - $117K
12.2K $1.21M
CL
Colgate Palmolive CO

Consumer Defensive
5.32K
New
$87.57 - $96.0 $466K - $511K
5.32K $483K
DG
Dollar General Corp

Consumer Defensive
3.99K
New
$86.02 - $114.95 $343K - $459K
3.99K $456K
NOW
Service Now, Inc.

Technology
126
+ 9.53%
$721.65 - $1040.18 $90.9K - $131K
1.45K $1.49M
NKE
Nike, Inc.

Consumer Cyclical
5.77K
+ 177.93%
$53.27 - $72.04 $307K - $415K
9.01K $639K
SBAC
Sba Communications Corp

Real Estate
1.84K
New
$208.57 - $243.4 $384K - $448K
1.84K $432K
Activity Summary
Buys All Purchases 270 New Holdings 60 Increased Positions 210 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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