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
GS
Goldman Sachs Group Inc

Financial Services
261
+ 16.13%
$486.1 - $608.57 $127K - $159K
1.88K $1.08M
BA
Boeing CO

Industrials
1.21K
+ 64.51%
$138.14 - $180.72 $167K - $218K
3.08K $545K
UNH
Unitedhealth Group Inc

Healthcare
1.32K
+ 25.33%
$485.52 - $625.25 $642K - $827K
6.55K $3.31M
BKNG
Booking Holdings Inc.

Consumer Cyclical
24
+ 14.72%
$4100.99 - $5300.34 $98.4K - $127K
187 $929K
COST
Costco Wholesale Corp

Consumer Defensive
179
+ 6.71%
$873.59 - $994.69 $156K - $178K
2.85K $2.61M
MS
Morgan Stanley

Financial Services
689
+ 11.2%
$104.42 - $134.99 $71.9K - $93K
6.84K $860K
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.1K
+ 17.85%
$75.1 - $82.99 $533K - $589K
46.8K $3.54M
DIS
Walt Disney CO

Communication Services
1.13K
+ 19.14%
$92.39 - $117.6 $105K - $133K
7.06K $786K
COP
Conocophillips

Energy
2.47K
+ 34.66%
$95.12 - $114.72 $235K - $284K
9.61K $952K
HON
Honeywell International Inc

Industrials
482
+ 10.21%
$202.84 - $236.0 $97.8K - $114K
5.2K $1.18M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
189
+ 18.44%
$260.53 - $404.79 $49.2K - $76.5K
1.21K $464K
MO
Altria Group, Inc.

Consumer Defensive
3.33K
+ 56.07%
$49.06 - $57.74 $164K - $193K
9.28K $485K
BMY
Bristol Myers Squibb CO

Healthcare
2.62K
+ 49.06%
$51.92 - $59.94 $136K - $157K
7.96K $450K
C
Citigroup Inc

Financial Services
1.25K
+ 13.2%
$61.31 - $72.5 $76.3K - $90.3K
10.7K $751K
SCHG
Schwab Strategic Tr Us Large C

ETFs
64.5K
+ 300.0%
$25.93 - $105.3 $1.67M - $6.8M
86K $2.4M
GM
General Motors CO

Consumer Cyclical
1.63K
+ 20.61%
$44.82 - $60.2 $73.2K - $98.4K
9.56K $509K
IVE
Ishares S&P 500 Value ETF

ETFs
857
+ 40.25%
$189.5 - $206.17 $162K - $177K
2.99K $569K
GLD
Spdr Gold Trust

ETFs
600
+ 39.97%
$236.59 - $257.5 $142K - $155K
2.1K $508K
SCHX
Schwab Strategic Tr Us Large C

ETFs
167K
+ 200.0%
$22.4 - $68.28 $3.73M - $11.4M
250K $5.79M
EQIX
Equinix Inc

Real Estate
122
+ 27.42%
$865.69 - $985.0 $106K - $120K
567 $534K
DLR
Digital Realty Trust, Inc.

Real Estate
654
+ 41.47%
$156.46 - $195.69 $102K - $128K
2.23K $395K
GILD
Gilead Sciences, Inc.

Healthcare
1.02K
+ 20.1%
$83.95 - $97.9 $85.9K - $100K
6.11K $564K
ABBV
Abb Vie Inc.

Healthcare
2.07K
+ 17.63%
$164.99 - $203.87 $342K - $423K
13.8K $2.46M
OKE
Oneok Inc

Energy
490
+ 5.45%
$92.28 - $117.05 $45.2K - $57.4K
9.48K $951K
TMUS
T Mobile Us, Inc.

Communication Services
401
+ 14.11%
$206.1 - $246.94 $82.6K - $99K
3.24K $715K
T
At&T Inc.

Communication Services
4.49K
+ 13.48%
$21.22 - $23.88 $95.3K - $107K
37.8K $861K
MCD
Mcdonalds Corp

Consumer Cyclical
626
+ 16.2%
$288.47 - $316.54 $181K - $198K
4.49K $1.3M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.26K
+ 38.52%
$70.1 - $76.53 $158K - $173K
8.11K $573K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.61K
+ 19.16%
$49.79 - $51.14 $130K - $133K
16.2K $812K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.07K
+ 32.89%
$77.25 - $91.3 $82.9K - $98K
4.34K $369K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.52K
+ 18.9%
$55.73 - $66.16 $84.9K - $101K
9.59K $578K
ALL
Allstate Corp

Financial Services
562
+ 33.88%
$181.25 - $208.2 $102K - $117K
2.22K $428K
ETR
Entergy Corp

Utilities
3.33K
+ 131.21%
$73.19 - $156.4 $244K - $521K
5.88K $445K
BSX
Boston Scientific Corp

Healthcare
822
+ 12.46%
$83.62 - $91.5 $68.7K - $75.2K
7.42K $662K
GRMN
Garmin LTD

Technology
329
+ 25.5%
$161.91 - $220.77 $53.3K - $72.6K
1.62K $333K
EMR
Emerson Electric CO

Industrials
481
+ 15.67%
$108.13 - $134.33 $52K - $64.6K
3.55K $439K
CSX
Csx Corp

Industrials
3.59K
+ 52.21%
$31.58 - $36.88 $113K - $132K
10.5K $337K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
69
+ 16.12%
$1146.59 - $1270.6 $79.1K - $87.7K
497 $589K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.35K
+ 6132.39%
$22.01 - $66.82 $95.8K - $291K
4.43K $100K
DE
Deere & CO

Industrials
195
+ 12.34%
$389.45 - $466.0 $75.9K - $90.9K
1.78K $752K
KMI
Kinder Morgan, Inc.

Energy
740
+ 5.52%
$22.59 - $28.54 $16.7K - $21.1K
14.1K $387K
SCHW
Schwab Charles Corp

Financial Services
311
+ 4.35%
$63.31 - $82.85 $19.7K - $25.8K
7.45K $551K
MNST
Monster Beverage Corp

Consumer Defensive
1.67K
+ 33.76%
$49.24 - $56.38 $82K - $93.9K
6.6K $346K
SPGI
S&P Global Inc.

Financial Services
236
+ 15.28%
$480.36 - $529.17 $113K - $125K
1.78K $886K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
6.33K
+ 5.43%
$15.03 - $16.21 $95.1K - $103K
123K $1.9M
EOG
Eog Resources Inc

Energy
686
+ 16.05%
$118.22 - $136.54 $81.1K - $93.7K
4.96K $607K
ABT
Abbott Laboratories

Healthcare
828
+ 5.88%
$111.93 - $119.39 $92.7K - $98.9K
14.9K $1.69M
INTU
Intuit Inc

Technology
114
+ 9.76%
$602.01 - $706.25 $68.6K - $80.5K
1.28K $805K
DTE
Dte Energy CO

Utilities
768
+ 42.62%
$117.04 - $129.77 $89.9K - $99.7K
2.57K $310K
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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