Sage Mountain Advisors LLC Incresed Positions in Q3 2024

Sage Mountain Advisors LLC

  • $1.16 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
63
+ 3.87%
$167.08 - $262.86 $10.5K - $16.6K
1.69K $439K
ADI
Analog Devices Inc

Technology
474
+ 23.89%
$200.56 - $243.33 $95.1K - $115K
2.46K $565K
ZTS
Zoetis Inc.

Healthcare
368
+ 20.41%
$172.58 - $196.48 $63.5K - $72.3K
2.17K $424K
CB
Chubb LTD

Financial Services
119
+ 5.16%
$252.51 - $292.2 $30K - $34.8K
2.43K $699K
ICE
Intercontinental Exchange, Inc.

Financial Services
383
+ 19.41%
$136.93 - $162.81 $52.4K - $62.4K
2.36K $378K
DHR
Danaher Corp

Healthcare
65
+ 2.12%
$239.25 - $280.76 $15.6K - $18.2K
3.13K $871K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
375
+ 27.37%
$201.82 - $234.36 $75.7K - $87.9K
1.75K $402K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
717
+ 53.59%
$111.9 - $124.28 $80.2K - $89.1K
2.06K $254K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.97K
+ 104.02%
$50.25 - $50.74 $98.8K - $99.8K
3.86K $195K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
554
+ 22.97%
$147.95 - $191.05 $82K - $106K
2.97K $515K
IJK
Ishares S&P Midcap 400 Growth

ETFs
999
+ 137.79%
$84.81 - $93.54 $84.7K - $93.4K
1.72K $158K
ANET
Arista Networks, Inc.

Technology
181
+ 23.06%
$311.42 - $388.21 $56.4K - $70.3K
966 $370K
BK
Bank Of New York Mellon Corp

Financial Services
457
+ 9.02%
$59.54 - $72.17 $27.2K - $33K
5.53K $397K
KMI
Kinder Morgan, Inc.

Energy
2.99K
+ 28.7%
$19.72 - $22.22 $58.9K - $66.4K
13.4K $296K
AMD
Advanced Micro Devices Inc

Technology
448
+ 5.91%
$128.67 - $183.96 $57.6K - $82.4K
8.03K $1.32M
IJS
Ishares S&P Smallcap 600 Value

ETFs
291
+ 5.76%
$95.81 - $109.03 $27.9K - $31.7K
5.34K $575K
UL
Unilever PLC

Consumer Defensive
571
+ 11.97%
$54.7 - $65.59 $31.2K - $37.5K
5.34K $346K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
296
+ 18.51%
$138.85 - $182.81 $41.1K - $54.1K
1.9K $336K
HUM
Humana Inc

Healthcare
378
+ 56.84%
$310.25 - $404.52 $117K - $153K
1.04K $330K
LLY
Eli Lilly & CO

Healthcare
198
+ 4.07%
$772.14 - $960.02 $153K - $190K
5.06K $4.48M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
163
+ 4.65%
$210.25 - $231.86 $34.3K - $37.8K
3.67K $818K
KMB
Kimberly Clark Corp

Consumer Defensive
459
+ 13.62%
$135.05 - $148.35 $62K - $68.1K
3.83K $544K
MS
Morgan Stanley

Financial Services
344
+ 5.92%
$92.07 - $106.96 $31.7K - $36.8K
6.15K $641K
CMI
Cummins Inc

Industrials
120
+ 14.32%
$266.63 - $326.4 $32K - $39.2K
958 $309K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.77K
+ 708.0%
$37.33 - $40.63 $66.1K - $71.9K
2.02K $82K
INTU
Intuit Inc

Technology
175
+ 17.62%
$602.97 - $670.49 $106K - $117K
1.17K $725K
ETR
Entergy Corp

Utilities
66
+ 2.67%
$104.75 - $131.61 $6.91K - $8.69K
2.54K $334K
MSI
Motorola Solutions, Inc.

Technology
39
+ 4.82%
$385.65 - $450.49 $15K - $17.6K
848 $381K
MTD
Mettler Toledo International Inc

Healthcare
31
+ 15.12%
$1308.0 - $1521.03 $40.5K - $47.2K
236 $353K
MPWR
Monolithic Power Systems Inc

Technology
30
+ 9.06%
$757.04 - $947.16 $22.7K - $28.4K
361 $333K
PAYX
Paychex Inc

Industrials
153
+ 6.47%
$116.17 - $135.19 $17.8K - $20.7K
2.52K $338K
TFC
Truist Financial Corp

Financial Services
465
+ 4.82%
$38.22 - $44.94 $17.8K - $20.9K
10.1K $432K
NKE
Nike, Inc.

Consumer Cyclical
80
+ 2.2%
$71.09 - $89.44 $5.69K - $7.16K
3.72K $328K
MO
Altria Group, Inc.

Consumer Defensive
442
+ 8.03%
$45.95 - $54.71 $20.3K - $24.2K
5.95K $303K
PEP
Pepsico Inc

Consumer Defensive
40
+ 0.48%
$161.9 - $179.3 $6.48K - $7.17K
8.45K $1.44M
NVS
Novartis Ag

Healthcare
171
+ 4.99%
$106.13 - $120.89 $18.1K - $20.7K
3.6K $413K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 1.24%
$3305.62 - $4268.05 $6.61K - $8.54K
163 $686K
PSX
Phillips 66

Energy
533
+ 25.14%
$125.0 - $147.17 $66.6K - $78.4K
2.65K $348K
D
Dominion Energy, Inc

Utilities
136
+ 3.01%
$48.01 - $58.53 $6.53K - $7.96K
4.66K $269K
MDT
Medtronic PLC

Healthcare
178
+ 6.67%
$76.84 - $91.03 $13.7K - $16.2K
2.85K $256K
CAH
Cardinal Health Inc

Healthcare
164
+ 7.63%
$93.74 - $114.66 $15.4K - $18.8K
2.31K $255K
SONY
Sony Group Corp

Technology
126
+ 4.85%
$81.61 - $98.65 $10.3K - $12.4K
2.72K $263K
HLN
Haleon PLC

Healthcare
99
+ 0.62%
$8.32 - $10.7 $824 - $1.06K
16.1K $170K
IWD
Ishares Russell 1000 Val ETF

ETFs
10
+ 0.43%
$173.36 - $189.8 $1.73K - $1.9K
2.31K $439K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
34
+ 9.04%
$1024.09 - $1201.76 $34.8K - $40.9K
410 $431K
PANW
Palo Alto Networks Inc

Technology
84
+ 4.56%
$294.18 - $368.01 $24.7K - $30.9K
1.93K $658K
AZN
Astrazeneca PLC

Healthcare
411
+ 6.33%
$76.67 - $87.62 $31.5K - $36K
6.9K $537K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
190
+ 22.75%
$233.4 - $302.36 $44.3K - $57.4K
1.03K $278K
MGK
Vanguard Mega Cap Growth ETF

ETFs
5
+ 0.14%
$285.48 - $330.24 $1.43K - $1.65K
3.48K $1.12M
Activity Summary
Buys All Purchases 272 New Holdings 82 Increased Positions 190 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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