Sage Mountain Advisors LLC Purchases in Q4 2024

Sage Mountain Advisors LLC

  • $1.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
2.59K
+ 19.49%
$161.05 - $179.7 $418K - $466K
15.9K $2.67M
PAYO
Payoneer Global Inc.

Technology
34.7K
New
$7.59 - $11.05 $263K - $383K
34.7K $347K
AZO
Autozone Inc

Consumer Cyclical
104
+ 66.24%
$2981.19 - $3370.27 $310K - $351K
261 $835K
AXP
American Express CO

Financial Services
778
+ 21.46%
$267.35 - $305.57 $208K - $238K
4.4K $1.31M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.76K
+ 39.36%
$96.64 - $101.23 $363K - $381K
13.3K $1.29M
CSCO
Cisco Systems, Inc.

Technology
1.65K
+ 4.39%
$52.45 - $60.02 $86.4K - $98.9K
39.1K $2.32M
VNQ
Vanguard Specialized Funds Van

ETFs
3.51K
+ 1432.24%
$87.85 - $98.6 $308K - $346K
3.75K $334K
CME
Cme Group Inc.

Financial Services
1.33K
New
$221.17 - $246.02 $294K - $327K
1.33K $308K
ITW
Illinois Tool Works Inc

Industrials
1.21K
+ 66.23%
$253.56 - $278.5 $307K - $338K
3.04K $771K
KR
Kroger CO

Consumer Defensive
4.67K
New
$55.21 - $63.3 $258K - $296K
4.67K $285K
STT
State Street Corp

Financial Services
2.72K
New
$85.96 - $100.78 $234K - $274K
2.72K $267K
SYY
Sysco Corp

Consumer Defensive
3.47K
New
$73.63 - $81.77 $255K - $284K
3.47K $265K
BKR
Baker Hughes CO

Energy
6.44K
New
$35.98 - $44.88 $232K - $289K
6.44K $264K
BA
Boeing CO

Industrials
1.21K
+ 64.51%
$138.14 - $180.72 $167K - $218K
3.08K $545K
UNH
Unitedhealth Group Inc

Healthcare
1.32K
+ 25.33%
$485.52 - $625.25 $642K - $827K
6.55K $3.31M
PCAR
Paccar Inc

Industrials
2.48K
New
$97.92 - $118.41 $243K - $293K
2.48K $257K
VOTE
Engine No 1 ETF Tr

ETFs
3.69K
New
$66.37 - $71.58 $245K - $264K
3.69K $253K
COST
Costco Wholesale Corp

Consumer Defensive
179
+ 6.71%
$873.59 - $994.69 $156K - $178K
2.85K $2.61M
BKNG
Booking Holdings Inc.

Consumer Cyclical
24
+ 14.72%
$4100.99 - $5300.34 $98.4K - $127K
187 $929K
PEG
Public Service Enterprise Group Inc

Utilities
2.85K
New
$81.87 - $94.51 $233K - $269K
2.85K $240K
CRWD
Crowd Strike Holdings, Inc.

Technology
692
New
$275.15 - $388.2 $190K - $269K
692 $236K
CINF
Cincinnati Financial Corp

Financial Services
1.63K
New
$132.86 - $160.16 $217K - $261K
1.63K $234K
TRV
Travelers Companies, Inc.

Financial Services
965
New
$225.97 - $266.66 $218K - $257K
965 $232K
SYF
Synchrony Financial

Financial Services
3.56K
New
$49.01 - $68.55 $174K - $244K
3.56K $231K
MAR
Marriott International Inc

Consumer Cyclical
804
New
$246.06 - $292.59 $198K - $235K
804 $224K
MS
Morgan Stanley

Financial Services
689
+ 11.2%
$104.42 - $134.99 $71.9K - $93K
6.84K $860K
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.1K
+ 17.85%
$75.1 - $82.99 $533K - $589K
46.8K $3.54M
DIS
Walt Disney CO

Communication Services
1.13K
+ 19.14%
$92.39 - $117.6 $105K - $133K
7.06K $786K
APO
Apollo Global Management, Inc.

Financial Services
1.25K
New
$131.36 - $178.61 $164K - $223K
1.25K $206K
CNC
Centene Corp

Healthcare
3.38K
New
$56.71 - $73.94 $192K - $250K
3.38K $204K
HSBC
Hsbc Holdings PLC

Financial Services
4.12K
New
$43.83 - $49.51 $180K - $204K
4.12K $203K
PWR
Quanta Services, Inc.

Industrials
645
New
$296.05 - $346.6 $191K - $224K
645 $203K
COP
Conocophillips

Energy
2.47K
+ 34.66%
$95.12 - $114.72 $235K - $284K
9.61K $952K
PNW
Pinnacle West Capital Corp

Utilities
2.37K
New
$84.03 - $94.52 $199K - $224K
2.37K $201K
FTLS
First Tr Long/Short Equity ETF

ETFs
3.04K
New
$63.1 - $67.29 $192K - $205K
3.04K $200K
LNT
Alliant Energy Corp

Utilities
3.39K
New
$56.24 - $63.63 $190K - $216K
3.39K $200K
HON
Honeywell International Inc

Industrials
482
+ 10.21%
$202.84 - $236.0 $97.8K - $114K
5.2K $1.18M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.09K
New
$64.18 - $70.42 $198K - $217K
3.09K $198K
ITOT
Ishares Core S&P Total U.S. St

ETFs
864
+ 3.44%
$124.26 - $134.12 $107K - $116K
26K $3.35M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
189
+ 18.44%
$260.53 - $404.79 $49.2K - $76.5K
1.21K $464K
MO
Altria Group, Inc.

Consumer Defensive
3.33K
+ 56.07%
$49.06 - $57.74 $164K - $193K
9.28K $485K
BMY
Bristol Myers Squibb CO

Healthcare
2.62K
+ 49.06%
$51.92 - $59.94 $136K - $157K
7.96K $450K
C
Citigroup Inc

Financial Services
1.25K
+ 13.2%
$61.31 - $72.5 $76.3K - $90.3K
10.7K $751K
SCHG
Schwab Strategic Tr Us Large C

ETFs
64.5K
+ 300.0%
$25.93 - $105.3 $1.67M - $6.8M
86K $2.4M
ING
Ing Groep Nv

Financial Services
10K
New
$15.1 - $17.73 $151K - $178K
10K $157K
GM
General Motors CO

Consumer Cyclical
1.63K
+ 20.61%
$44.82 - $60.2 $73.2K - $98.4K
9.56K $509K
IVE
Ishares S&P 500 Value ETF

ETFs
857
+ 40.25%
$189.5 - $206.17 $162K - $177K
2.99K $569K
GLD
Spdr Gold Trust

ETFs
600
+ 39.97%
$236.59 - $257.5 $142K - $155K
2.1K $508K
SCHX
Schwab Strategic Tr Us Large C

ETFs
167K
+ 200.0%
$22.4 - $68.28 $3.73M - $11.4M
250K $5.79M
Activity Summary
Buys All Purchases 246 New Holdings 44 Increased Positions 202 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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