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
AXP
American Express CO

Financial Services
670
+ 15.31%
$231.39 - $318.98 $155K - $214K
5.05K $1.61M
MA
Mastercard Inc

Financial Services
641
+ 12.47%
$479.92 - $590.74 $308K - $379K
5.78K $3.25M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.52K
+ 3.06%
$54.19 - $67.22 $82.2K - $102K
51.1K $3.44M
KLAC
Kla Corp

Technology
256
+ 29.06%
$576.53 - $902.94 $148K - $231K
1.14K $1.02M
CSCO
Cisco Systems, Inc.

Technology
1.32K
+ 3.19%
$53.19 - $69.38 $70.3K - $91.7K
42.7K $2.96M
A
Agilent Technologies, Inc.

Healthcare
3.45K
New
$99.29 - $120.52 $343K - $416K
3.45K $407K
BA
Boeing CO

Industrials
1.32K
+ 42.85%
$136.59 - $217.51 $181K - $288K
4.41K $923K
BKNG
Booking Holdings Inc.

Consumer Cyclical
33
+ 19.08%
$4164.15 - $5789.24 $137K - $191K
206 $1.19M
V
Visa Inc.

Financial Services
933
+ 6.8%
$308.27 - $373.31 $288K - $348K
14.6K $5.2M
INTU
Intuit Inc

Technology
166
+ 11.04%
$544.07 - $787.63 $90.3K - $131K
1.67K $1.32M
GIS
General Mills Inc

Consumer Defensive
7.44K
New
$50.37 - $60.97 $375K - $454K
7.44K $385K
VTV
Vanguard Value ETF

ETFs
1.75K
+ 9.63%
$153.67 - $176.74 $269K - $309K
19.9K $3.52M
PWR
Quanta Services, Inc.

Industrials
1.01K
New
$239.47 - $381.26 $242K - $385K
1.01K $381K
IEFA
Ishares Tr

ETFs
3.65K
+ 38.19%
$67.83 - $84.09 $248K - $307K
13.2K $1.1M
DIS
Walt Disney CO

Communication Services
1.53K
+ 20.68%
$81.72 - $124.01 $125K - $190K
8.94K $1.11M
CCI
Crown Castle International Corp

Real Estate
3.5K
+ 137.23%
$94.83 - $107.06 $332K - $375K
6.05K $621K
T
At&T Inc.

Communication Services
11.3K
+ 27.48%
$26.33 - $28.94 $297K - $326K
52.3K $1.51M
GPC
Genuine Parts CO

Consumer Cyclical
2.77K
New
$105.54 - $129.09 $292K - $357K
2.77K $335K
CEG
Constellation Energy Corp

Utilities
278
+ 13.77%
$170.96 - $322.76 $47.5K - $89.7K
2.3K $741K
POOL
Pool Corp

Industrials
1.14K
New
$285.0 - $325.66 $325K - $371K
1.14K $332K
ARCC
Ares Capital Corp

Financial Services
15K
+ 120.38%
$18.91 - $22.43 $284K - $337K
27.5K $604K
C
Citigroup Inc

Financial Services
2.03K
+ 19.24%
$58.13 - $85.12 $118K - $173K
12.6K $1.07M
CTAS
Cintas Corp

Industrials
1.44K
New
$190.11 - $227.66 $274K - $329K
1.44K $321K
WFC
Wells Fargo & Company

Financial Services
2.08K
+ 11.35%
$60.98 - $80.12 $127K - $167K
20.4K $1.64M
PKI
Perkinelmer Inc

Healthcare
2.54K
New
N/A
2.54K $307K
PEG
Public Service Enterprise Group Inc

Utilities
3.65K
New
$77.13 - $84.18 $282K - $308K
3.65K $307K
SJM
J M Smucker CO

Consumer Defensive
3.1K
New
$94.41 - $118.52 $293K - $367K
3.1K $304K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
336
+ 18.31%
$177.93 - $313.14 $59.8K - $105K
2.17K $679K
AMT
American Tower Corp

Real Estate
1.32K
+ 50.3%
$203.96 - $228.19 $270K - $302K
3.95K $873K
OTIS
Otis Worldwide Corp

Industrials
2.98K
New
$90.88 - $104.3 $271K - $311K
2.98K $295K
VZ
Verizon Communications Inc

Communication Services
7.69K
+ 41.97%
$41.67 - $45.62 $320K - $351K
26K $1.13M
AXON
Axon Enterprise, Inc.

Industrials
355
New
$497.13 - $827.94 $176K - $294K
355 $293K
UBER
Uber Technologies, Inc

Technology
1.26K
+ 14.93%
$64.62 - $93.3 $81.3K - $117K
9.68K $903K
LMT
Lockheed Martin Corp

Industrials
583
+ 50.65%
$430.82 - $486.45 $251K - $284K
1.73K $803K
D
Dominion Energy, Inc

Utilities
5.1K
New
$49.66 - $58.0 $253K - $296K
5.1K $288K
AVAV
Aero Vironment Inc

Industrials
1.01K
New
$111.65 - $284.95 $113K - $288K
1.01K $288K
LHX
L3 Harris Technologies, Inc.

Industrials
953
+ 85.55%
$200.21 - $256.99 $191K - $245K
2.07K $518K
MCHP
Microchip Technology Inc

Technology
4.06K
New
$35.34 - $71.6 $143K - $290K
4.06K $285K
BALL
Ball Corp

Consumer Cyclical
5.07K
New
$44.94 - $56.99 $228K - $289K
5.07K $284K
EXC
Exelon Corp

Utilities
6.54K
New
$42.2 - $47.37 $276K - $310K
6.54K $284K
CTVA
Corteva, Inc.

Basic Materials
3.81K
New
$55.52 - $74.53 $212K - $284K
3.81K $284K
TRV
Travelers Companies, Inc.

Financial Services
1.06K
New
$233.83 - $276.34 $248K - $293K
1.06K $283K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.43K
+ 89.54%
$152.93 - $181.74 $219K - $260K
3.03K $550K
AMAT
Applied Materials Inc

Technology
294
+ 5.14%
$126.95 - $183.52 $37.3K - $54K
6.02K $1.1M
HD
Home Depot, Inc.

Consumer Cyclical
730
+ 7.99%
$335.24 - $380.78 $245K - $278K
9.87K $3.62M
NRG
Nrg Energy, Inc.

Utilities
1.67K
New
$83.61 - $162.67 $140K - $272K
1.67K $268K
MPWR
Monolithic Power Systems Inc

Technology
351
New
$455.19 - $737.73 $160K - $259K
351 $256K
ISRG
Intuitive Surgical Inc

Healthcare
296
+ 15.24%
$451.58 - $565.94 $134K - $168K
2.24K $1.22M
CRWD
Crowd Strike Holdings, Inc.

Technology
235
+ 27.61%
$321.63 - $509.31 $75.6K - $120K
1.09K $553K
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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