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
DLR
Digital Realty Trust, Inc.

Real Estate
654
+ 41.47%
$156.46 - $195.69 $102K - $128K
2.23K $395K
EQIX
Equinix Inc

Real Estate
122
+ 27.42%
$865.69 - $985.0 $106K - $120K
567 $534K
GILD
Gilead Sciences, Inc.

Healthcare
1.02K
+ 20.1%
$83.95 - $97.9 $85.9K - $100K
6.11K $564K
ABBV
Abb Vie Inc.

Healthcare
2.07K
+ 17.63%
$164.99 - $203.87 $342K - $423K
13.8K $2.46M
OKE
Oneok Inc

Energy
490
+ 5.45%
$92.28 - $117.05 $45.2K - $57.4K
9.48K $951K
TMUS
T Mobile Us, Inc.

Communication Services
401
+ 14.11%
$206.1 - $246.94 $82.6K - $99K
3.24K $715K
T
At&T Inc.

Communication Services
4.49K
+ 13.48%
$21.22 - $23.88 $95.3K - $107K
37.8K $861K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.63K
New
$77.23 - $82.11 $126K - $134K
1.63K $127K
MCD
Mcdonalds Corp

Consumer Cyclical
626
+ 16.2%
$288.47 - $316.54 $181K - $198K
4.49K $1.3M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.26K
+ 38.52%
$70.1 - $76.53 $158K - $173K
8.11K $573K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.07K
+ 32.89%
$77.25 - $91.3 $82.9K - $98K
4.34K $369K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.52K
+ 18.9%
$55.73 - $66.16 $84.9K - $101K
9.59K $578K
ALL
Allstate Corp

Financial Services
562
+ 33.88%
$181.25 - $208.2 $102K - $117K
2.22K $428K
ETR
Entergy Corp

Utilities
3.33K
+ 131.21%
$73.19 - $156.4 $244K - $521K
5.88K $445K
BSX
Boston Scientific Corp

Healthcare
822
+ 12.46%
$83.62 - $91.5 $68.7K - $75.2K
7.42K $662K
GRMN
Garmin LTD

Technology
329
+ 25.5%
$161.91 - $220.77 $53.3K - $72.6K
1.62K $333K
EMR
Emerson Electric CO

Industrials
481
+ 15.67%
$108.13 - $134.33 $52K - $64.6K
3.55K $439K
CSX
Csx Corp

Industrials
3.59K
+ 52.21%
$31.58 - $36.88 $113K - $132K
10.5K $337K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
69
+ 16.12%
$1146.59 - $1270.6 $79.1K - $87.7K
497 $589K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.35K
+ 6132.39%
$22.01 - $66.82 $95.8K - $291K
4.43K $100K
DE
Deere & CO

Industrials
195
+ 12.34%
$389.45 - $466.0 $75.9K - $90.9K
1.78K $752K
KMI
Kinder Morgan, Inc.

Energy
740
+ 5.52%
$22.59 - $28.54 $16.7K - $21.1K
14.1K $387K
MNST
Monster Beverage Corp

Consumer Defensive
1.67K
+ 33.76%
$49.24 - $56.38 $82K - $93.9K
6.6K $346K
SCHW
Schwab Charles Corp

Financial Services
311
+ 4.35%
$63.31 - $82.85 $19.7K - $25.8K
7.45K $551K
SPGI
S&P Global Inc.

Financial Services
236
+ 15.28%
$480.36 - $529.17 $113K - $125K
1.78K $886K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
6.33K
+ 5.43%
$15.03 - $16.21 $95.1K - $103K
123K $1.9M
EOG
Eog Resources Inc

Energy
686
+ 16.05%
$118.22 - $136.54 $81.1K - $93.7K
4.96K $607K
ABT
Abbott Laboratories

Healthcare
828
+ 5.88%
$111.93 - $119.39 $92.7K - $98.9K
14.9K $1.69M
INTU
Intuit Inc

Technology
114
+ 9.76%
$602.01 - $706.25 $68.6K - $80.5K
1.28K $805K
DTE
Dte Energy CO

Utilities
768
+ 42.62%
$117.04 - $129.77 $89.9K - $99.7K
2.57K $310K
CDNS
Cadence Design Systems Inc

Technology
149
+ 14.03%
$249.1 - $324.54 $37.1K - $48.4K
1.21K $363K
MGK
Vanguard Mega Cap Growth ETF

ETFs
3
+ 0.09%
$316.94 - $357.88 $951 - $1.07K
3.48K $1.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.29K
+ 7.72%
$88.59 - $94.57 $115K - $122K
18K $1.6M
WTW
Willis Towers Watson PLC

Financial Services
189
+ 26.4%
$287.99 - $332.53 $54.4K - $62.8K
905 $282K
PM
Philip Morris International Inc.

Consumer Defensive
650
+ 9.86%
$118.38 - $133.06 $76.9K - $86.5K
7.25K $871K
ISRG
Intuitive Surgical Inc

Healthcare
25
+ 1.36%
$471.27 - $550.62 $11.8K - $13.8K
1.87K $975K
NKE
Nike, Inc.

Consumer Cyclical
1.54K
+ 41.35%
$73.36 - $89.13 $113K - $137K
5.26K $398K
A
Agilent Technologies, Inc.

Healthcare
645
+ 47.78%
$125.69 - $146.56 $81.1K - $94.5K
2K $268K
CMI
Cummins Inc

Industrials
122
+ 12.73%
$324.93 - $383.42 $39.6K - $46.8K
1.08K $376K
TJX
Tjx Companies Inc

Consumer Cyclical
319
+ 4.29%
$112.15 - $127.2 $35.8K - $40.6K
7.76K $937K
CVX
Chevron Corp

Energy
615
+ 5.46%
$141.15 - $162.53 $86.8K - $100K
11.9K $1.72M
IEMG
Ishares Inc

ETFs
1.1K
+ 13.85%
N/A
9.07K $486K
AME
Ametek Inc

Industrials
256
+ 16.98%
$165.89 - $197.38 $42.5K - $50.5K
1.76K $317K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.49K
+ 8.1%
$12.27 - $15.41 $18.2K - $22.9K
19.8K $287K
WIT
Wipro LTD

Technology
16K
New
$3.54 - $7.24 $56.7K - $116K
16K $56K
GWW
W.W. Grainger, Inc.

Industrials
47
+ 17.28%
$1023.06 - $1220.93 $48.1K - $57.4K
319 $336K
TMO
Thermo Fisher Scientific Inc.

Healthcare
468
+ 23.99%
$501.29 - $612.85 $235K - $287K
2.42K $1.26M
AJG
Arthur J. Gallagher & Co.

Financial Services
178
+ 23.06%
$278.49 - $315.16 $49.6K - $56.1K
950 $269K
RTX
Raytheon Technologies Corp

Industrials
754
+ 10.84%
$114.45 - $127.21 $86.3K - $95.9K
7.71K $892K
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
Track This Portfolio

Track Sage Mountain Advisors LLC Portfolio

Follow Sage Mountain Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Mountain Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Mountain Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email