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
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6
+ 0.06%
$45.98 - $56.15 $276 - $337
9.74K $546K
TDG
Trans Digm Group Inc

Industrials
2
+ 0.5%
$1231.75 - $1520.64 $2.46K - $3.04K
404 $614K
CI
Cigna Corp

Healthcare
159
+ 9.13%
$301.89 - $340.04 $48K - $54.1K
1.9K $628K
SYY
Sysco Corp

Consumer Defensive
693
+ 24.67%
$68.0 - $75.91 $47.1K - $52.6K
3.5K $265K
AAPL
Apple Inc.

Technology
10.7K
+ 8.48%
$172.42 - $223.89 $1.85M - $2.4M
137K $28.1M
BSX
Boston Scientific Corp

Healthcare
44
+ 0.58%
$89.7 - $107.41 $3.95K - $4.73K
7.68K $824K
ADSK
Autodesk, Inc.

Technology
213
+ 18.68%
N/A
1.35K $332K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.7K
+ 38.46%
$19.1 - $23.83 $32.5K - $40.6K
6.13K $146K
SPGI
S&P Global Inc.

Financial Services
30
+ 1.61%
$438.31 - $527.29 $13.1K - $15.8K
1.89K $996K
CMS
Cms Energy Corp

Utilities
855
+ 25.45%
$68.57 - $75.51 $58.6K - $64.6K
4.22K $292K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
10
+ 0.64%
$113.67 - $150.4 $1.14K - $1.5K
1.57K $236K
CME
Cme Group Inc.

Financial Services
91
+ 7.37%
$252.37 - $290.71 $23K - $26.5K
1.33K $365K
GWW
W.W. Grainger, Inc.

Industrials
23
+ 8.36%
$919.93 - $1101.66 $21.2K - $25.3K
298 $309K
QCOM
Qualcomm Inc

Technology
13
+ 0.23%
$124.66 - $159.48 $1.62K - $2.07K
5.75K $916K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
106
+ 67.52%
$224.16 - $285.86 $23.8K - $30.3K
263 $75K
IWN
Ishares Russell2000 Val ETF

ETFs
185
+ 26.09%
$131.84 - $157.76 $24.4K - $29.2K
894 $141K
F
Ford Motor CO

Consumer Cyclical
226
+ 0.69%
$8.69 - $10.85 $1.96K - $2.45K
33K $357K
TJX
Tjx Companies Inc

Consumer Cyclical
135
+ 1.8%
$119.13 - $135.03 $16.1K - $18.2K
7.64K $943K
MCD
Mcdonalds Corp

Consumer Cyclical
397
+ 9.06%
$285.55 - $321.23 $113K - $128K
4.78K $1.4M
LOW
Lowes Companies Inc

Consumer Cyclical
333
+ 7.46%
$210.83 - $235.28 $70.2K - $78.3K
4.8K $1.06M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
163
+ 13.12%
$421.16 - $509.5 $68.6K - $83K
1.41K $625K
BXP
Boston Properties Inc

Real Estate
322
+ 10.74%
$56.86 - $74.12 $18.3K - $23.9K
3.32K $223K
DTE
Dte Energy CO

Utilities
269
+ 11.71%
$127.39 - $139.49 $34.3K - $37.5K
2.57K $339K
APD
Air Products & Chemicals, Inc.

Basic Materials
147
+ 9.03%
$248.61 - $294.96 $36.5K - $43.4K
1.78K $500K
TGT
Target Corp

Consumer Defensive
451
+ 9.55%
$88.76 - $105.77 $40K - $47.7K
5.17K $510K
MDT
Medtronic PLC

Healthcare
298
+ 10.06%
$80.68 - $88.86 $24K - $26.5K
3.26K $284K
AWK
American Water Works Company, Inc.

Utilities
263
+ 10.0%
$133.82 - $151.96 $35.2K - $40K
2.89K $402K
SONY
Sony Group Corp

Technology
327
+ 3.82%
$21.24 - $26.88 $6.95K - $8.79K
8.88K $231K
HSBC
Hsbc Holdings PLC

Financial Services
15
+ 0.36%
$46.68 - $61.09 $700 - $916
4.14K $251K
WELL
Welltower Inc.

Real Estate
56
+ 1.26%
$136.49 - $155.22 $7.64K - $8.69K
4.49K $690K
UL
Unilever PLC

Consumer Defensive
65
+ 1.67%
$57.9 - $65.43 $3.76K - $4.25K
3.95K $241K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
74
New
$86.93 - $109.64 $6.43K - $8.11K
74 $8K
MSI
Motorola Solutions, Inc.

Technology
43
+ 6.07%
$394.72 - $440.39 $17K - $18.9K
751 $315K
ALL
Allstate Corp

Financial Services
88
+ 3.89%
$180.53 - $212.64 $15.9K - $18.7K
2.35K $473K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
241
+ 2.27%
$10.79 - $14.14 $2.6K - $3.41K
10.8K $148K
AMGN
Amgen Inc

Healthcare
544
+ 11.81%
$262.28 - $309.85 $143K - $169K
5.15K $1.44M
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
8.4K
+ 5.41%
$13.4 - $15.08 $113K - $127K
164K $2.29M
CARY
Angel Oak Fds Tr Income Etf(De
6
+ 0.01%
N/A
47.5K $0
Ishares Bitcoin Trust ETF
521
+ 4.1%
N/A
13.2K $0
Arista Networks Inc
1.13K
+ 22.62%
N/A
6.15K $0
PCAR
Paccar Inc

Industrials
68
+ 2.42%
$86.4 - $99.09 $5.88K - $6.74K
2.88K $273K
Psq Holdings Inc
549
+ 0.76%
N/A
72.9K $0
Ocean Biomedical Inc
10.5K
New
N/A
10.5K $0
Kayne Anderson Bdc Inc
389K
+ 71.95%
N/A
930K $0
Linde PLC
128
+ 4.2%
N/A
3.18K $0
Listed Fds Tr
6.1K
New
N/A
6.1K $0
Blackrock Inc
70
+ 5.23%
N/A
1.41K $0
Canadian Pacific Kansas City
2.83K
New
N/A
2.83K $0
XAR
Spdr S&P Aerospace & Defense E

ETFs
2
New
$144.94 - $210.94 $290 - $422
2 $0
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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