Sage Mountain Advisors LLC Incresed Positions in Q1 2025

Sage Mountain Advisors LLC

  • $1.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.34K
+ 10.07%
$95.85 - $99.25 $129K - $133K
14.7K $1.45M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
22
+ 4.43%
$1187.71 - $1432.58 $26.1K - $31.5K
519 $743K
TDG
Trans Digm Group Inc

Industrials
83
+ 26.02%
$1251.32 - $1394.11 $104K - $116K
402 $556K
SLB
Schlumberger Limited

Energy
2.87K
+ 33.41%
$38.4 - $43.74 $110K - $126K
11.5K $479K
AMAT
Applied Materials Inc

Technology
1.51K
+ 35.81%
$145.06 - $195.51 $219K - $295K
5.72K $830K
CB
Chubb LTD

Financial Services
245
+ 9.93%
$257.71 - $301.99 $63.1K - $74K
2.71K $818K
AJG
Arthur J. Gallagher & Co.

Financial Services
225
+ 23.68%
$275.89 - $345.24 $62.1K - $77.7K
1.18K $405K
CI
Cigna Corp

Healthcare
152
+ 9.57%
$274.49 - $329.0 $41.7K - $50K
1.74K $572K
MNST
Monster Beverage Corp

Consumer Defensive
1.6K
+ 24.16%
$46.16 - $58.58 $73.6K - $93.4K
8.2K $479K
KMB
Kimberly Clark Corp

Consumer Defensive
691
+ 23.62%
$124.46 - $147.4 $86K - $102K
3.62K $514K
KLAC
Kla Corp

Technology
135
+ 18.1%
$636.62 - $777.63 $85.9K - $105K
881 $598K
MA
Mastercard Inc

Financial Services
32
+ 0.63%
$504.67 - $576.31 $16.1K - $18.4K
5.14K $2.82M
INTU
Intuit Inc

Technology
222
+ 17.32%
$555.63 - $630.23 $123K - $140K
1.5K $923K
SNPS
Synopsys Inc

Technology
356
+ 55.97%
$428.58 - $551.54 $153K - $196K
992 $425K
SCHW
Schwab Charles Corp

Financial Services
1.01K
+ 13.51%
$71.24 - $83.64 $71.7K - $84.2K
8.46K $662K
AIG
American International Group, Inc.

Financial Services
26
+ 0.34%
$70.5 - $86.94 $1.83K - $2.26K
7.58K $658K
BSX
Boston Scientific Corp

Healthcare
219
+ 2.95%
$89.38 - $106.18 $19.6K - $23.3K
7.64K $770K
DE
Deere & CO

Industrials
55
+ 3.1%
$408.57 - $509.27 $22.5K - $28K
1.83K $858K
PEP
Pepsico Inc

Consumer Defensive
818
+ 10.14%
$142.64 - $156.42 $117K - $128K
8.89K $1.33M
CAH
Cardinal Health Inc

Healthcare
470
+ 22.95%
$118.02 - $137.77 $55.5K - $64.8K
2.52K $346K
COF
Capital One Financial Corp

Financial Services
563
+ 46.84%
$163.87 - $209.82 $92.3K - $118K
1.77K $316K
MMM
3 M CO

Industrials
415
+ 18.46%
$129.7 - $155.12 $53.8K - $64.4K
2.66K $391K
SHEL
Shell PLC

Energy
64
+ 0.74%
$62.84 - $73.29 $4.02K - $4.69K
8.71K $638K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.02K
+ 12.47%
$49.25 - $50.66 $99.6K - $102K
18.2K $904K
CDNS
Cadence Design Systems Inc

Technology
517
+ 42.69%
$233.96 - $324.52 $121K - $168K
1.73K $439K
PLD
Prologis, Inc.

Real Estate
436
+ 9.9%
$103.59 - $124.04 $45.2K - $54.1K
4.84K $540K
HCA
Hca Healthcare, Inc.

Healthcare
93
+ 10.37%
$296.7 - $345.55 $27.6K - $32.1K
990 $342K
SBUX
Starbucks Corp

Consumer Cyclical
50
+ 0.53%
$91.75 - $115.81 $4.59K - $5.79K
9.46K $928K
DHR
Danaher Corp

Healthcare
693
+ 23.96%
$201.62 - $250.59 $140K - $174K
3.59K $734K
BMY
Bristol Myers Squibb CO

Healthcare
527
+ 6.62%
$53.9 - $63.11 $28.4K - $33.3K
8.49K $517K
CRWD
Crowd Strike Holdings, Inc.

Technology
159
+ 22.98%
$308.86 - $455.36 $49.1K - $72.4K
851 $300K
ETR
Entergy Corp

Utilities
61
+ 1.04%
$75.26 - $87.89 $4.59K - $5.36K
5.94K $507K
KMI
Kinder Morgan, Inc.

Energy
1.63K
+ 11.5%
$26.1 - $31.22 $42.4K - $50.8K
15.8K $449K
NVS
Novartis Ag

Healthcare
196
+ 6.96%
$97.14 - $115.57 $19K - $22.7K
3.01K $335K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
196
+ 1.99%
$128.74 - $138.67 $25.2K - $27.2K
10K $1.36M
HEFA
Ishares Currency Hedged Msci E

ETFs
443
+ 1.54%
$34.83 - $37.52 $15.4K - $16.6K
29.2K $1.06M
VTR
Ventas, Inc.

Real Estate
201
+ 4.3%
$56.9 - $70.47 $11.4K - $14.2K
4.88K $335K
SPGI
S&P Global Inc.

Financial Services
79
+ 4.44%
$478.26 - $543.77 $37.8K - $43K
1.86K $945K
WTW
Willis Towers Watson PLC

Financial Services
106
+ 11.71%
$306.61 - $340.78 $32.5K - $36.1K
1.01K $341K
GD
General Dynamics Corp

Industrials
176
+ 22.28%
$241.94 - $272.58 $42.6K - $48K
966 $263K
RELX
Relx PLC

Communication Services
556
+ 10.51%
$45.34 - $51.91 $25.2K - $28.9K
5.85K $294K
CAT
Caterpillar Inc

Industrials
421
+ 16.0%
$326.75 - $407.63 $138K - $172K
3.05K $1.01M
NSC
Norfolk Southern Corp

Industrials
187
+ 8.4%
$227.69 - $259.76 $42.6K - $48.6K
2.41K $571K
MKC
Mccormick & CO Inc

Consumer Defensive
382
+ 13.77%
$71.24 - $84.73 $27.2K - $32.4K
3.16K $259K
AZN
Astrazeneca PLC

Healthcare
147
+ 3.39%
$65.37 - $77.96 $9.61K - $11.5K
4.48K $329K
QCOM
Qualcomm Inc

Technology
287
+ 5.26%
$151.94 - $175.86 $43.6K - $50.5K
5.74K $881K
UNP
Union Pacific Corp

Industrials
30
+ 0.7%
$225.21 - $254.42 $6.76K - $7.63K
4.32K $1.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.26K
+ 12.36%
$360.07 - $417.26 $455K - $527K
11.5K $4.15M
FAST
Fastenal CO

Industrials
272
+ 7.2%
$71.11 - $79.98 $19.3K - $21.8K
4.05K $314K
Activity Summary
Buys All Purchases 215 New Holdings 47 Increased Positions 168 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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