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
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.17K
+ 98.91%
$25.33 - $51.16 $55K - $111K
4.36K $112K
Lam Research Corp
9.2K
New
N/A
9.2K $0
Core Scientific Inc New
14.8K
New
N/A
14.8K $0
SAN
Banco Santander, S.A.

Financial Services
1.22K
+ 9.39%
$4.49 - $5.05 $5.46K - $6.14K
14.2K $64K
SCHP
Schwab Strategic Us Tips ETF

ETFs
326
+ 90.56%
$25.74 - $53.78 $8.39K - $17.5K
686 $17K
QS
Quantum Scape Corp

Consumer Cyclical
214
+ 2.13%
$4.73 - $6.5 $1.01K - $1.39K
10.3K $53K
WM
Waste Management Inc

Industrials
23
+ 1.69%
$201.79 - $228.46 $4.64K - $5.25K
1.39K $279K
IBM
International Business Machines Corp

Technology
17
+ 0.26%
$204.9 - $238.04 $3.48K - $4.05K
6.47K $1.42M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
60
+ 0.6%
$31.59 - $32.95 $1.9K - $1.98K
10.1K $324K
PFE
Pfizer Inc

Healthcare
1.4K
+ 7.32%
$24.8 - $30.19 $34.8K - $42.4K
20.6K $546K
ADI
Analog Devices Inc

Technology
156
+ 6.35%
$206.35 - $236.48 $32.2K - $36.9K
2.61K $555K
TGT
Target Corp

Consumer Defensive
567
+ 13.44%
$121.59 - $160.69 $68.9K - $91.1K
4.79K $646K
EFG
Msci Eafe Growth ETF

ETFs
42
+ 2.67%
$96.83 - $106.88 $4.07K - $4.49K
1.62K $156K
LHX
L3 Harris Technologies, Inc.

Industrials
63
+ 6.58%
$208.94 - $264.22 $13.2K - $16.6K
1.02K $214K
SCHV
Schwab Strategic Tr Us Large C

ETFs
12.5K
+ 200.0%
$25.79 - $80.4 $322K - $1M
18.7K $488K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
146
+ 12.6%
$396.64 - $516.74 $57.9K - $75.4K
1.31K $525K
SJM
J M Smucker CO

Consumer Defensive
37
+ 1.98%
$106.92 - $121.75 $3.96K - $4.5K
1.91K $210K
VZ
Verizon Communications Inc

Communication Services
1.26K
+ 9.2%
$39.6 - $45.21 $49.7K - $56.7K
14.9K $595K
WD
Walker & Dunlop, Inc.

Financial Services
190
+ 8.68%
$95.69 - $116.27 $18.2K - $22.1K
2.38K $231K
CB
Chubb LTD

Financial Services
42
+ 1.73%
$271.57 - $301.89 $11.4K - $12.7K
2.47K $681K
PGR
Progressive Corp

Financial Services
107
+ 3.43%
$239.6 - $268.88 $25.6K - $28.8K
3.23K $772K
GE
General Electric CO

Industrials
451
+ 10.27%
$159.95 - $194.23 $72.1K - $87.6K
4.84K $807K
TDG
Trans Digm Group Inc

Industrials
17
+ 5.63%
$1239.0 - $1442.53 $21.1K - $24.5K
319 $404K
IDXX
Idexx Laboratories Inc

Healthcare
55
+ 9.87%
$406.92 - $495.42 $22.4K - $27.2K
612 $253K
SHW
Sherwin Williams CO

Basic Materials
79
+ 5.93%
$338.75 - $399.71 $26.8K - $31.6K
1.41K $479K
INTC
Intel Corp

Technology
762
+ 5.36%
$19.07 - $26.23 $14.5K - $20K
15K $300K
SBUX
Starbucks Corp

Consumer Cyclical
261
+ 2.85%
$87.44 - $102.5 $22.8K - $26.8K
9.41K $857K
VEU
Vanguard Ftse All World Ex Us

ETFs
4.01K
+ 8.37%
$57.29 - $63.1 $230K - $253K
51.9K $2.98M
MPC
Marathon Petroleum Corp

Energy
13
+ 0.77%
$131.65 - $174.84 $1.71K - $2.27K
1.7K $237K
HCA
Hca Healthcare, Inc.

Healthcare
111
+ 14.12%
$297.52 - $415.61 $33K - $46.1K
897 $269K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14K
+ 100.0%
$18.41 - $40.87 $258K - $572K
28K $518K
FCX
Freeport Mcmoran Inc

Basic Materials
856
+ 9.99%
$38.08 - $50.82 $32.6K - $43.5K
9.42K $358K
QCOM
Qualcomm Inc

Technology
123
+ 2.31%
$150.4 - $178.04 $18.5K - $21.9K
5.45K $837K
AMT
American Tower Corp

Real Estate
101
+ 4.97%
$179.4 - $232.01 $18.1K - $23.4K
2.13K $391K
LOW
Lowes Companies Inc

Consumer Cyclical
73
+ 1.63%
$244.52 - $284.07 $17.8K - $20.7K
4.57K $1.13M
LEN
Lennar Corp

Consumer Cyclical
72
+ 3.62%
$136.2 - $188.96 $9.81K - $13.6K
2.06K $281K
NEE
Nextera Energy Inc

Utilities
640
+ 4.99%
$69.77 - $85.43 $44.7K - $54.7K
13.5K $965K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
14
+ 3.41%
$701.85 - $1046.91 $9.83K - $14.7K
424 $302K
LMT
Lockheed Martin Corp

Industrials
17
+ 1.16%
$479.66 - $614.62 $8.15K - $10.4K
1.48K $720K
MRK
Merck & Co., Inc.

Healthcare
2K
+ 7.9%
$96.31 - $114.76 $193K - $230K
27.3K $2.72M
KO
Coca Cola CO

Consumer Defensive
528
+ 2.54%
$61.74 - $71.71 $32.6K - $37.9K
21.3K $1.33M
XOM
Exxon Mobil Corp

Energy
1.74K
+ 4.41%
$105.51 - $125.37 $183K - $218K
41.1K $4.42M
JNJ
Johnson & Johnson

Healthcare
67
+ 0.46%
$143.34 - $165.86 $9.6K - $11.1K
14.6K $2.11M
LLY
Eli Lilly & CO

Healthcare
374
+ 7.39%
$727.2 - $932.06 $272K - $349K
5.43K $4.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
676
+ 0.31%
$58.88 - $64.8 $39.8K - $43.8K
217K $12.8M
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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