Sage Mountain Advisors LLC Purchases in Q3 2024

Sage Mountain Advisors LLC

  • $1.16 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
74.5K
+ 4.34%
$51.29 - $56.57 $3.82M - $4.21M
1.79M $101M
VTI
Vanguard Total Stock Market Et

ETFs
17.7K
+ 5.31%
$255.18 - $283.2 $4.51M - $5.01M
351K $99.3M
IQLT
Ishares Msci Intl Quality Fact

ETFs
33.8K
+ 3.63%
$37.37 - $41.82 $1.26M - $1.41M
965K $40M
AAPL
Apple Inc.

Technology
4.14K
+ 3.83%
$207.23 - $234.82 $857K - $971K
112K $26.1M
TSLA
Tesla, Inc.

Consumer Cyclical
4.73K
+ 25.31%
$191.76 - $263.26 $907K - $1.25M
23.4K $6.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.86K
+ 21.44%
$517.38 - $573.86 $1.48M - $1.64M
16.2K $9.29M
META
Meta Platforms, Inc.

Communication Services
1.9K
+ 18.24%
$453.41 - $572.44 $861K - $1.09M
12.3K $7.04M
VEA
Vanguard Ftse Developed Market

ETFs
6.83K
+ 1.78%
$47.6 - $53.31 $325K - $364K
391K $20.6M
AVGO
Broadcom Inc.

Technology
67.2K
+ 953.99%
$136.27 - $1745.86 $9.16M - $117M
74.3K $12.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
37.8K
+ 141.59%
$31.05 - $34.29 $1.17M - $1.3M
64.5K $2.21M
GBDC
Golub Capital Bdc, Inc.

Financial Services
138K
+ 8.28%
$14.36 - $16.0 $1.99M - $2.21M
1.81M $27.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.38K
+ 546.38%
$211.47 - $281.27 $927K - $1.23M
5.18K $1.27M
HD
Home Depot, Inc.

Consumer Cyclical
1.37K
+ 19.32%
$333.64 - $405.2 $458K - $556K
8.47K $3.43M
ORCL
Oracle Corp

Technology
3.67K
+ 35.85%
$125.9 - $170.35 $461K - $624K
13.9K $2.37M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.47K
+ 3.0%
$61.47 - $67.36 $275K - $301K
154K $10.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
108
+ 0.72%
$405.19 - $478.57 $43.8K - $51.7K
15.2K $6.98M
JNJ
Johnson & Johnson

Healthcare
3.33K
+ 29.81%
$145.48 - $167.38 $484K - $557K
14.5K $2.35M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.6K
New
$49.93 - $51.15 $679K - $696K
13.6K $695K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.19K
New
$523.84 - $572.02 $623K - $681K
1.19K $677K
UNH
Unitedhealth Group Inc

Healthcare
503
+ 10.66%
$488.01 - $604.18 $245K - $304K
5.22K $3.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.07K
+ 9.82%
$434.77 - $502.96 $466K - $539K
12K $5.85M
IBM
International Business Machines Corp

Technology
1.64K
+ 34.07%
$175.1 - $223.38 $287K - $366K
6.45K $1.43M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
13.4K
New
$39.71 - $44.22 $532K - $592K
13.4K $592K
ETN
Eaton Corp PLC

Industrials
1.53K
+ 36.64%
$272.52 - $333.02 $416K - $508K
5.69K $1.89M
JPM
Jpmorgan Chase & CO

Financial Services
869
+ 1.88%
$194.9 - $224.8 $169K - $195K
47.2K $9.95M
CSCO
Cisco Systems, Inc.

Technology
6.87K
+ 22.43%
$44.74 - $53.22 $307K - $366K
37.5K $2M
ABT
Abbott Laboratories

Healthcare
3.83K
+ 37.4%
$100.07 - $118.13 $383K - $453K
14.1K $1.6M
ABBV
Abb Vie Inc.

Healthcare
1.18K
+ 11.12%
$163.84 - $199.33 $193K - $235K
11.8K $2.32M
WMT
Walmart Inc.

Consumer Defensive
1.23K
+ 4.05%
$66.91 - $81.4 $82.1K - $99.9K
31.5K $2.55M
MSFT
Microsoft Corp

Technology
3.09K
+ 6.11%
$395.15 - $467.56 $1.22M - $1.44M
53.6K $23.1M
FIS
Fidelity National Information Services, Inc.

Technology
5.46K
New
$72.8 - $85.04 $397K - $464K
5.46K $457K
WCN
Waste Connections, Inc.

Industrials
2.41K
New
$173.92 - $186.5 $420K - $450K
2.41K $431K
ATO
Atmos Energy Corp

Utilities
2.95K
New
$114.08 - $138.75 $337K - $409K
2.95K $409K
NVDA
Nvidia Corp

Technology
5.1K
+ 4.69%
$98.91 - $134.91 $504K - $687K
114K $13.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.84K
+ 62.27%
$84.77 - $97.13 $326K - $373K
10K $958K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
662
+ 2.28%
$105.53 - $118.34 $69.9K - $78.3K
29.7K $3.47M
AMP
Ameriprise Financial Inc

Financial Services
688
+ 58.85%
$391.53 - $469.81 $269K - $323K
1.86K $872K
SNV
Synovus Financial Corp

Financial Services
8.14K
New
$39.32 - $47.62 $320K - $388K
8.14K $361K
MCD
Mcdonalds Corp

Consumer Cyclical
655
+ 20.41%
$245.82 - $304.51 $161K - $199K
3.86K $1.18M
ACN
Accenture PLC

Technology
439
+ 11.19%
$295.44 - $355.81 $130K - $156K
4.36K $1.54M
UNP
Union Pacific Corp

Industrials
1.21K
+ 44.68%
$221.78 - $256.09 $267K - $309K
3.9K $960K
IVE
Ishares S&P 500 Value ETF

ETFs
1.75K
+ 457.33%
$181.06 - $197.17 $316K - $344K
2.13K $419K
WMB
Williams Companies, Inc.

Energy
6.96K
+ 77.64%
$41.24 - $46.22 $287K - $321K
15.9K $726K
UPS
United Parcel Service Inc

Industrials
2.58K
+ 20.14%
$123.32 - $147.38 $318K - $380K
15.4K $2.1M
MA
Mastercard Inc

Financial Services
243
+ 5.99%
$429.6 - $500.99 $104K - $122K
4.3K $2.12M
NEM
Newmont Corp

Basic Materials
6.23K
New
$41.65 - $55.85 $260K - $348K
6.23K $333K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.01K
+ 46.0%
$96.25 - $101.98 $290K - $307K
9.55K $967K
GIS
General Mills Inc

Consumer Defensive
4.49K
New
$62.5 - $75.15 $281K - $337K
4.49K $331K
VV
Vanguard Large Cap ETF

ETFs
1.19K
+ 105.59%
$236.92 - $263.4 $282K - $314K
2.32K $610K
Activity Summary
Buys All Purchases 272 New Holdings 82 Increased Positions 190 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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