Sage Mountain Advisors LLC Incresed Positions in Q4 2024

Sage Mountain Advisors LLC

  • $1.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
830K
+ 25.75%
$50.62 - $50.97 $42M - $42.3M
4.05M $206M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
613K
+ 34.22%
$55.86 - $60.21 $34.2M - $36.9M
2.4M $138M
HYD
Vaneck High Yield Muni ETF

ETFs
249K
+ 1388.94%
$51.09 - $53.06 $12.7M - $13.2M
267K $13.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
218K
+ 12065.45%
$57.78 - $60.4 $12.6M - $13.1M
219K $12.7M
GBDC
Golub Capital Bdc, Inc.

Financial Services
702K
+ 38.81%
$14.69 - $15.67 $10.3M - $11M
2.51M $38M
VTI
Vanguard Total Stock Market Et

ETFs
26.8K
+ 7.64%
$280.04 - $302.45 $7.5M - $8.1M
378K $109M
SPY
Spdr S&P 500 ETF Trust

ETFs
9.68K
+ 59.77%
$567.81 - $607.81 $5.5M - $5.88M
25.9K $15.2M
AAPL
Apple Inc.

Technology
15.2K
+ 13.58%
$221.69 - $259.02 $3.38M - $3.94M
127K $31.9M
AVGO
Broadcom Inc.

Technology
3.81K
+ 5.13%
$159.67 - $250.0 $609K - $953K
78.1K $18.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
226K
+ 23.46%
$37.12 - $41.23 $8.4M - $9.33M
1.19M $44.2M
TSLA
Tesla, Inc.

Consumer Cyclical
1.89K
+ 8.08%
$213.65 - $479.86 $404K - $908K
25.3K $10.2M
AMZN
Amazon Com Inc

Consumer Cyclical
6.29K
+ 11.86%
$180.88 - $232.93 $1.14M - $1.46M
59.3K $13M
META
Meta Platforms, Inc.

Communication Services
4.79K
+ 38.89%
$554.08 - $632.68 $2.65M - $3.03M
17.1K $10.1M
VGSH
Vanguard

ETFs
46.2K
+ 93.3%
$58.02 - $58.88 $2.68M - $2.72M
95.8K $5.57M
MSFT
Microsoft Corp

Technology
6.13K
+ 11.44%
$406.35 - $454.46 $2.49M - $2.79M
59.7K $25.2M
GOOGL
Alphabet Inc.

Communication Services
5.79K
+ 14.57%
$161.86 - $196.66 $938K - $1.14M
45.5K $8.62M
JPM
Jpmorgan Chase & CO

Financial Services
1.42K
+ 3.01%
$205.18 - $250.29 $291K - $355K
48.6K $11.7M
CPRT
Copart Inc

Consumer Cyclical
1.96K
+ 0.69%
$51.36 - $63.8 $101K - $125K
286K $16.4M
GOOG
Alphabet Inc.

Communication Services
3.84K
+ 11.17%
$163.08 - $198.16 $626K - $761K
38.2K $7.27M
VEA
Vanguard Ftse Developed Market

ETFs
68.4K
+ 17.51%
$47.57 - $52.44 $3.26M - $3.59M
459K $22M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2K
+ 16.68%
$481.22 - $538.17 $962K - $1.08M
14K $7.15M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.3K
+ 34.69%
$113.92 - $127.38 $1.17M - $1.31M
40K $4.61M
HD
Home Depot, Inc.

Consumer Cyclical
2.89K
+ 34.06%
$385.02 - $431.37 $1.11M - $1.24M
11.4K $4.42M
JBBB
Janus Detroit Str Tr Henderson

ETFs
18.4K
+ 60.68%
$48.59 - $49.45 $896K - $911K
48.8K $2.4M
IVV
Ishares Core S&P 500 ETF

ETFs
1.33K
+ 30.76%
$570.51 - $610.59 $758K - $811K
5.65K $3.32M
NFLX
Netflix Inc

Communication Services
398
+ 16.11%
$687.65 - $936.56 $274K - $373K
2.87K $2.56M
ACN
Accenture PLC

Technology
1.97K
+ 45.18%
$343.9 - $376.86 $678K - $743K
6.33K $2.23M
V
Visa Inc.

Financial Services
339
+ 2.6%
$273.87 - $320.91 $92.8K - $109K
13.4K $4.23M
PNFP
Pinnacle Financial Partners Inc

Financial Services
99
+ 0.27%
$92.95 - $129.87 $9.2K - $12.9K
36.2K $4.14M
VIG
Vanguard Dividend Appreciation

ETFs
3.18K
+ 235.58%
N/A
4.53K $824K
MA
Mastercard Inc

Financial Services
807
+ 18.76%
$491.3 - $536.15 $396K - $433K
5.11K $2.69M
WMT
Walmart Inc.

Consumer Defensive
2.72K
+ 8.62%
$79.1 - $95.7 $215K - $260K
34.2K $3.09M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
898
+ 75.46%
$563.99 - $620.12 $506K - $557K
2.09K $1.19M
CRM
Salesforce, Inc.

Technology
829
+ 21.84%
$270.87 - $367.87 $225K - $305K
4.62K $1.55M
VO
Vanguard Mid Cap ETF

ETFs
1.79K
+ 9.97%
$261.5 - $284.63 $468K - $509K
19.7K $5.21M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.01K
+ 67.63%
$172.07 - $207.36 $345K - $416K
4.97K $981K
APH
Amphenol Corp

Technology
6.4K
+ 146.62%
$62.07 - $75.35 $397K - $482K
10.8K $747K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.22K
+ 8.01%
$442.29 - $483.08 $538K - $587K
16.4K $7.43M
MCK
Mckesson Corp

Healthcare
685
+ 103.79%
$482.27 - $628.5 $330K - $431K
1.35K $766K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.05K
+ 243.69%
$198.04 - $221.51 $405K - $453K
2.89K $607K
IWP
Ishares Russell Mid Cap Growth

ETFs
2.85K
+ 79.93%
$116.4 - $138.52 $332K - $395K
6.41K $812K
WFC
Wells Fargo & Company

Financial Services
2.18K
+ 13.5%
$54.98 - $77.35 $120K - $169K
18.4K $1.29M
PG
Procter & Gamble CO

Consumer Defensive
2.59K
+ 19.49%
$161.05 - $179.7 $418K - $466K
15.9K $2.67M
AZO
Autozone Inc

Consumer Cyclical
104
+ 66.24%
$2981.19 - $3370.27 $310K - $351K
261 $835K
AXP
American Express CO

Financial Services
778
+ 21.46%
$267.35 - $305.57 $208K - $238K
4.4K $1.31M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.76K
+ 39.36%
$96.64 - $101.23 $363K - $381K
13.3K $1.29M
CSCO
Cisco Systems, Inc.

Technology
1.65K
+ 4.39%
$52.45 - $60.02 $86.4K - $98.9K
39.1K $2.32M
VNQ
Vanguard Specialized Funds Van

ETFs
3.51K
+ 1432.24%
$87.85 - $98.6 $308K - $346K
3.75K $334K
ITW
Illinois Tool Works Inc

Industrials
1.21K
+ 66.23%
$253.56 - $278.5 $307K - $338K
3.04K $771K
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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