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
PARA
Paramount Global

Communication Services
12.7K
New
$10.65 - $12.9 $135K - $163K
12.7K $163K
CVS
Cvs Health Corp

Healthcare
2.23K
+ 30.77%
$60.04 - $70.18 $134K - $157K
9.48K $653K
PFE
Pfizer Inc

Healthcare
7.32K
+ 47.34%
$21.59 - $24.84 $158K - $182K
22.8K $552K
PNFP
Pinnacle Financial Partners Inc

Financial Services
25
+ 0.07%
$87.19 - $111.51 $2.18K - $2.79K
36.2K $4M
ICE
Intercontinental Exchange, Inc.

Financial Services
648
+ 19.48%
$151.62 - $183.47 $98.2K - $119K
3.98K $729K
PG
Procter & Gamble CO

Consumer Defensive
2.11K
+ 12.67%
$157.66 - $172.39 $333K - $364K
18.8K $2.99M
PGR
Progressive Corp

Financial Services
741
+ 20.68%
$255.27 - $288.74 $189K - $214K
4.32K $1.15M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
1.29K
+ 8.29%
$37.93 - $47.69 $48.9K - $61.4K
16.8K $802K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.02K
+ 53.67%
$63.54 - $68.5 $129K - $139K
5.8K $390K
SYK
Stryker Corp

Healthcare
236
+ 13.56%
$337.37 - $395.63 $79.6K - $93.4K
1.98K $781K
KMB
Kimberly Clark Corp

Consumer Defensive
1.4K
+ 38.6%
$126.84 - $145.22 $177K - $203K
5.01K $646K
SSIC
Silver Spike Investment Corp.

Healthcare
10.3K
New
N/A
10.3K $132K
CRM
Salesforce, Inc.

Technology
415
+ 9.45%
$236.26 - $291.15 $98K - $121K
4.81K $1.31M
NOC
Northrop Grumman Corp

Industrials
279
+ 31.35%
$456.3 - $540.39 $127K - $151K
1.17K $584K
CSX
Csx Corp

Industrials
3.07K
+ 33.56%
$26.69 - $32.91 $82K - $101K
12.2K $398K
MNST
Monster Beverage Corp

Consumer Defensive
1.5K
+ 18.3%
$55.01 - $64.24 $82.5K - $96.4K
9.7K $607K
NI
Nisource Inc.

Utilities
3.08K
+ 54.0%
$37.11 - $40.64 $114K - $125K
8.78K $354K
WM
Waste Management Inc

Industrials
578
+ 23.06%
$216.47 - $242.1 $125K - $140K
3.09K $705K
AMCR
Amcor PLC

Consumer Cyclical
13.5K
New
$8.57 - $9.81 $115K - $132K
13.5K $123K
IDXX
Idexx Laboratories Inc

Healthcare
90
+ 14.17%
$361.04 - $536.34 $32.5K - $48.3K
725 $388K
NEE
Nextera Energy Inc

Utilities
2.02K
+ 15.16%
$64.11 - $75.0 $129K - $151K
15.3K $1.06M
PH
Parker Hannifin Corp

Industrials
101
+ 18.88%
$517.23 - $700.54 $52.2K - $70.8K
636 $444K
DE
Deere & CO

Industrials
82
+ 4.48%
$412.99 - $531.48 $33.9K - $43.6K
1.91K $972K
WMB
Williams Companies, Inc.

Energy
972
+ 5.86%
$54.33 - $62.87 $52.8K - $61.1K
17.6K $1.1M
KMI
Kinder Morgan, Inc.

Energy
3.3K
+ 20.91%
$25.21 - $29.4 $83.1K - $96.9K
19.1K $560K
MPC
Marathon Petroleum Corp

Energy
442
+ 24.31%
$118.55 - $170.08 $52.4K - $75.2K
2.26K $375K
EQIX
Equinix Inc

Real Estate
152
+ 30.96%
$740.07 - $914.43 $112K - $139K
643 $511K
GILD
Gilead Sciences, Inc.

Healthcare
1.02K
+ 15.17%
$96.91 - $113.0 $99K - $115K
7.76K $860K
GRMN
Garmin LTD

Technology
571
+ 36.84%
$173.63 - $218.07 $99.1K - $125K
2.12K $442K
CB
Chubb LTD

Financial Services
450
+ 16.59%
$274.32 - $302.46 $123K - $136K
3.16K $916K
JNJ
Johnson & Johnson

Healthcare
2.05K
+ 12.51%
$146.36 - $159.82 $300K - $328K
18.5K $2.82M
ECL
Ecolab Inc.

Basic Materials
266
+ 17.3%
$225.65 - $270.95 $60K - $72.1K
1.8K $486K
DLR
Digital Realty Trust, Inc.

Real Estate
133
+ 6.21%
$136.11 - $177.69 $18.1K - $23.6K
2.27K $396K
ADI
Analog Devices Inc

Technology
32
+ 1.44%
$164.6 - $238.02 $5.27K - $7.62K
2.25K $536K
SHW
Sherwin Williams CO

Basic Materials
281
+ 19.41%
$313.51 - $363.51 $88.1K - $102K
1.73K $593K
TMUS
T Mobile Us, Inc.

Communication Services
752
+ 23.5%
$220.99 - $268.54 $166K - $202K
3.95K $941K
DAL
Delta Air Lines, Inc.

Industrials
10
+ 0.07%
$35.88 - $52.99 $359 - $530
15.2K $745K
KO
Coca Cola CO

Consumer Defensive
1.47K
+ 5.86%
$68.37 - $73.9 $100K - $108K
26.5K $1.87M
LEN
Lennar Corp

Consumer Cyclical
808
+ 39.76%
$102.76 - $115.66 $83K - $93.5K
2.84K $314K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
1.07K
+ 2.18%
N/A
50.1K $3.75M
HBAN
Huntington Bancshares Inc

Financial Services
3.27K
+ 22.39%
$12.49 - $16.76 $40.9K - $54.8K
17.9K $299K
EW
Edwards Lifesciences Corp

Healthcare
773
+ 26.51%
$67.07 - $78.22 $51.8K - $60.5K
3.69K $288K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
835
New
$72.61 - $88.75 $60.6K - $74.1K
835 $74K
MTD
Mettler Toledo International Inc

Healthcare
64
+ 35.56%
$970.15 - $1216.57 $62.1K - $77.9K
244 $286K
PNC
Pnc Financial Services Group, Inc.

Financial Services
292
+ 16.82%
$149.76 - $186.42 $43.7K - $54.4K
2.03K $378K
BMY
Bristol Myers Squibb CO

Healthcare
4.18K
+ 49.23%
$44.12 - $59.6 $184K - $249K
12.7K $586K
CMI
Cummins Inc

Industrials
166
+ 16.5%
$267.12 - $336.65 $44.3K - $55.9K
1.17K $383K
TTWO
Take Two Interactive Software Inc

Communication Services
129
+ 13.18%
$194.58 - $243.05 $25.1K - $31.4K
1.11K $269K
MO
Altria Group, Inc.

Consumer Defensive
1.27K
+ 15.73%
$55.56 - $60.91 $70.3K - $77.1K
9.31K $546K
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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