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
MU
Micron Technology Inc

Technology
190
+ 3.1%
$64.72 - $127.91 $12.3K - $24.3K
6.32K $779K
SCHW
Schwab Charles Corp

Financial Services
1.5K
+ 17.67%
$69.06 - $91.24 $103K - $136K
9.96K $908K
MS
Morgan Stanley

Financial Services
513
+ 7.12%
$99.83 - $140.86 $51.2K - $72.3K
7.71K $1.09M
RTX
Raytheon Technologies Corp

Industrials
853
+ 9.74%
$113.75 - $148.48 $97K - $127K
9.61K $1.4M
PANW
Palo Alto Networks Inc

Technology
535
+ 13.61%
$152.44 - $204.64 $81.6K - $109K
4.47K $913K
TT
Trane Technologies PLC

Industrials
200
+ 13.04%
$315.21 - $437.41 $63K - $87.5K
1.73K $758K
HSY
Hershey CO

Consumer Defensive
1.46K
New
$151.29 - $173.13 $221K - $253K
1.46K $242K
LKQ
Lkq Corp

Consumer Cyclical
6.49K
New
$36.86 - $43.38 $239K - $282K
6.49K $240K
AVY
Avery Dennison Corp

Industrials
1.36K
New
$159.58 - $183.97 $217K - $250K
1.36K $238K
EMR
Emerson Electric CO

Industrials
1.16K
+ 33.57%
$94.15 - $133.33 $110K - $155K
4.63K $617K
MLM
Martin Marietta Materials Inc

Basic Materials
431
New
$452.51 - $568.19 $195K - $245K
431 $236K
EQT
Eqt Corp

Energy
4.02K
New
$46.11 - $60.44 $185K - $243K
4.02K $234K
IDEV
Ishares Core Msci Intl Develop

ETFs
2.79K
+ 90.41%
$61.79 - $76.67 $172K - $214K
5.88K $446K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.33K
New
$90.85 - $102.31 $212K - $239K
2.33K $234K
ON
On Semiconductor Corp

Technology
4.46K
New
$31.95 - $54.21 $143K - $242K
4.46K $233K
NEM
Newmont Corp

Basic Materials
2.47K
+ 27.86%
$44.18 - $59.46 $109K - $147K
11.4K $661K
COIN
Coinbase Global, Inc.

Technology
663
New
$151.47 - $375.07 $100K - $249K
663 $232K
TECH
Bio Techne Corp

Healthcare
4.46K
New
$46.66 - $58.38 $208K - $260K
4.46K $229K
NDAQ
Nasdaq, Inc.

Financial Services
2.54K
New
$66.4 - $89.42 $168K - $227K
2.54K $226K
ZTS
Zoetis Inc.

Healthcare
1.52K
+ 104.4%
$144.41 - $170.3 $220K - $259K
2.98K $464K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
6.87K
+ 3433.5%
$26.38 - $32.66 $181K - $224K
7.07K $230K
VST
Vistra Corp.

Utilities
1.16K
New
$98.07 - $195.04 $114K - $226K
1.16K $224K
VRSK
Verisk Analytics, Inc.

Industrials
722
New
$277.03 - $321.33 $200K - $232K
722 $224K
MTB
M&T Bank Corp

Financial Services
1.15K
New
$156.58 - $193.99 $181K - $224K
1.15K $223K
PODD
Insulet Corp

Healthcare
710
New
$238.57 - $327.47 $169K - $233K
710 $223K
SHOP
Shopify Inc.

Technology
1.92K
New
$76.89 - $115.35 $148K - $221K
1.92K $221K
VTRS
Viatris Inc

Healthcare
24.1K
New
$7.26 - $9.12 $175K - $219K
24.1K $214K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.68K
New
$126.62 - $154.26 $213K - $260K
1.68K $214K
SO
Southern CO

Utilities
2.34K
+ 25.56%
$84.91 - $92.56 $198K - $216K
11.5K $1.05M
HON
Honeywell International Inc

Industrials
461
+ 9.27%
$182.86 - $232.88 $84.3K - $107K
5.44K $1.27M
VLO
Valero Energy Corp

Energy
1.58K
New
$104.69 - $141.77 $166K - $224K
1.58K $212K
CAT
Caterpillar Inc

Industrials
85
+ 2.79%
$273.94 - $388.21 $23.3K - $33K
3.14K $1.22M
SPOT
Spotify Technology S.A.

Communication Services
272
New
$503.3 - $775.9 $137K - $211K
272 $208K
AIG
American International Group, Inc.

Financial Services
2.5K
+ 33.0%
$77.56 - $87.72 $194K - $219K
10.1K $862K
CHTR
Charter Communications, Inc.

Communication Services
495
New
$321.68 - $427.25 $159K - $211K
495 $202K
FTLS
First Tr Long/Short Equity ETF

ETFs
3.04K
New
$60.06 - $66.28 $183K - $201K
3.04K $201K
ABT
Abbott Laboratories

Healthcare
1.1K
+ 7.23%
$123.95 - $138.08 $137K - $152K
16.3K $2.22M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
17.5K
New
$10.59 - $11.48 $185K - $201K
17.5K $200K
HWM
Howmet Aerospace Inc.

Industrials
438
+ 21.6%
$112.33 - $186.13 $49.2K - $81.5K
2.47K $458K
HST
Host Hotels & Resorts, Inc.

Real Estate
12.2K
New
$12.7 - $16.07 $155K - $196K
12.2K $186K
MCK
Mckesson Corp

Healthcare
141
+ 11.34%
$652.83 - $732.78 $92K - $103K
1.38K $1.01M
DASH
Door Dash, Inc.

Communication Services
406
+ 33.42%
$163.16 - $246.51 $66.2K - $100K
1.62K $399K
XLV
Select Sector Spdr Fund Health

ETFs
1.36K
+ 188.66%
$128.77 - $144.3 $176K - $197K
2.09K $281K
ADBE
Adobe Inc.

Technology
438
+ 19.85%
$340.0 - $420.68 $149K - $184K
2.64K $1.02M
TXN
Texas Instruments Inc

Technology
906
+ 13.92%
N/A
7.41K $1.44M
INTF
Ishares Tr

ETFs
820
+ 1.96%
$27.6 - $34.51 $22.6K - $28.3K
42.6K $1.46M
IWS
Ishares Russell Midcap Value E

ETFs
1.22K
+ 198.06%
$110.58 - $132.14 $135K - $162K
1.84K $243K
ADP
Automatic Data Processing Inc

Industrials
521
+ 26.83%
$276.76 - $326.81 $144K - $170K
2.46K $759K
EDAP
Edap Tms Sa

Healthcare
100K
New
$1.31 - $2.3 $131K - $230K
100K $165K
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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