Sage Mountain Advisors LLC Incresed Positions in Q2 2025

Sage Mountain Advisors LLC

  • $1.51 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
1.32K
+ 42.85%
$136.59 - $217.51 $181K - $288K
4.41K $923K
BKNG
Booking Holdings Inc.

Consumer Cyclical
33
+ 19.08%
$4164.15 - $5789.24 $137K - $191K
206 $1.19M
V
Visa Inc.

Financial Services
933
+ 6.8%
$308.27 - $373.31 $288K - $348K
14.6K $5.2M
INTU
Intuit Inc

Technology
166
+ 11.04%
$544.07 - $787.63 $90.3K - $131K
1.67K $1.32M
VTV
Vanguard Value ETF

ETFs
1.75K
+ 9.63%
$153.67 - $176.74 $269K - $309K
19.9K $3.52M
IEFA
Ishares Tr

ETFs
3.65K
+ 38.19%
$67.83 - $84.09 $248K - $307K
13.2K $1.1M
DIS
Walt Disney CO

Communication Services
1.53K
+ 20.68%
$81.72 - $124.01 $125K - $190K
8.94K $1.11M
CCI
Crown Castle International Corp

Real Estate
3.5K
+ 137.23%
$94.83 - $107.06 $332K - $375K
6.05K $621K
T
At&T Inc.

Communication Services
11.3K
+ 27.48%
$26.33 - $28.94 $297K - $326K
52.3K $1.51M
CEG
Constellation Energy Corp

Utilities
278
+ 13.77%
$170.96 - $322.76 $47.5K - $89.7K
2.3K $741K
C
Citigroup Inc

Financial Services
2.03K
+ 19.24%
$58.13 - $85.12 $118K - $173K
12.6K $1.07M
WFC
Wells Fargo & Company

Financial Services
2.08K
+ 11.35%
$60.98 - $80.12 $127K - $167K
20.4K $1.64M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
336
+ 18.31%
$177.93 - $313.14 $59.8K - $105K
2.17K $679K
AMT
American Tower Corp

Real Estate
1.32K
+ 50.3%
$203.96 - $228.19 $270K - $302K
3.95K $873K
VZ
Verizon Communications Inc

Communication Services
7.69K
+ 41.97%
$41.67 - $45.62 $320K - $351K
26K $1.13M
UBER
Uber Technologies, Inc

Technology
1.26K
+ 14.93%
$64.62 - $93.3 $81.3K - $117K
9.68K $903K
LMT
Lockheed Martin Corp

Industrials
583
+ 50.65%
$430.82 - $486.45 $251K - $284K
1.73K $803K
LHX
L3 Harris Technologies, Inc.

Industrials
953
+ 85.55%
$200.21 - $256.99 $191K - $245K
2.07K $518K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.43K
+ 89.54%
$152.93 - $181.74 $219K - $260K
3.03K $550K
AMAT
Applied Materials Inc

Technology
294
+ 5.14%
$126.95 - $183.52 $37.3K - $54K
6.02K $1.1M
HD
Home Depot, Inc.

Consumer Cyclical
730
+ 7.99%
$335.24 - $380.78 $245K - $278K
9.87K $3.62M
ISRG
Intuitive Surgical Inc

Healthcare
296
+ 15.24%
$451.58 - $565.94 $134K - $168K
2.24K $1.22M
CRWD
Crowd Strike Holdings, Inc.

Technology
235
+ 27.61%
$321.63 - $509.31 $75.6K - $120K
1.09K $553K
MU
Micron Technology Inc

Technology
190
+ 3.1%
$64.72 - $127.91 $12.3K - $24.3K
6.32K $779K
SCHW
Schwab Charles Corp

Financial Services
1.5K
+ 17.67%
$69.06 - $91.24 $103K - $136K
9.96K $908K
MS
Morgan Stanley

Financial Services
513
+ 7.12%
$99.83 - $140.86 $51.2K - $72.3K
7.71K $1.09M
RTX
Raytheon Technologies Corp

Industrials
853
+ 9.74%
$113.75 - $148.48 $97K - $127K
9.61K $1.4M
PANW
Palo Alto Networks Inc

Technology
535
+ 13.61%
$152.44 - $204.64 $81.6K - $109K
4.47K $913K
TT
Trane Technologies PLC

Industrials
200
+ 13.04%
$315.21 - $437.41 $63K - $87.5K
1.73K $758K
EMR
Emerson Electric CO

Industrials
1.16K
+ 33.57%
$94.15 - $133.33 $110K - $155K
4.63K $617K
EBAY
Ebay Inc

Consumer Cyclical
2.86K
+ 81.37%
$59.52 - $79.36 $170K - $227K
6.38K $474K
IDEV
Ishares Core Msci Intl Develop

ETFs
2.79K
+ 90.41%
$61.79 - $76.67 $172K - $214K
5.88K $446K
NEM
Newmont Corp

Basic Materials
2.47K
+ 27.86%
$44.18 - $59.46 $109K - $147K
11.4K $661K
ZTS
Zoetis Inc.

Healthcare
1.52K
+ 104.4%
$144.41 - $170.3 $220K - $259K
2.98K $464K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
6.87K
+ 3433.5%
$26.38 - $32.66 $181K - $224K
7.07K $230K
SO
Southern CO

Utilities
2.34K
+ 25.56%
$84.91 - $92.56 $198K - $216K
11.5K $1.05M
HON
Honeywell International Inc

Industrials
461
+ 9.27%
$182.86 - $232.88 $84.3K - $107K
5.44K $1.27M
CAT
Caterpillar Inc

Industrials
85
+ 2.79%
$273.94 - $388.21 $23.3K - $33K
3.14K $1.22M
AIG
American International Group, Inc.

Financial Services
2.5K
+ 33.0%
$77.56 - $87.72 $194K - $219K
10.1K $862K
ABT
Abbott Laboratories

Healthcare
1.1K
+ 7.23%
$123.95 - $138.08 $137K - $152K
16.3K $2.22M
HWM
Howmet Aerospace Inc.

Industrials
438
+ 21.6%
$112.33 - $186.13 $49.2K - $81.5K
2.47K $458K
MCK
Mckesson Corp

Healthcare
141
+ 11.34%
$652.83 - $732.78 $92K - $103K
1.38K $1.01M
DASH
Door Dash, Inc.

Communication Services
406
+ 33.42%
$163.16 - $246.51 $66.2K - $100K
1.62K $399K
TXN
Texas Instruments Inc

Technology
906
+ 13.92%
N/A
7.41K $1.44M
ADBE
Adobe Inc.

Technology
438
+ 19.85%
$340.0 - $420.68 $149K - $184K
2.64K $1.02M
XLV
Select Sector Spdr Fund Health

ETFs
1.36K
+ 188.66%
$128.77 - $144.3 $176K - $197K
2.09K $281K
INTF
Ishares Tr

ETFs
820
+ 1.96%
$27.6 - $34.51 $22.6K - $28.3K
42.6K $1.46M
IWS
Ishares Russell Midcap Value E

ETFs
1.22K
+ 198.06%
$110.58 - $132.14 $135K - $162K
1.84K $243K
ADP
Automatic Data Processing Inc

Industrials
521
+ 26.83%
$276.76 - $326.81 $144K - $170K
2.46K $759K
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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