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
HBAN
Huntington Bancshares Inc

Financial Services
3.62K
+ 32.93%
$14.28 - $17.39 $51.7K - $63K
14.6K $219K
SYK
Stryker Corp

Healthcare
52
+ 3.08%
$355.18 - $399.9 $18.5K - $20.8K
1.74K $647K
ALL
Allstate Corp

Financial Services
42
+ 1.89%
$180.99 - $210.18 $7.6K - $8.83K
2.26K $468K
AMD
Advanced Micro Devices Inc

Technology
1.76K
+ 22.52%
$96.63 - $129.55 $170K - $227K
9.55K $981K
CMS
Cms Energy Corp

Utilities
144
+ 4.48%
$64.99 - $75.11 $9.36K - $10.8K
3.36K $252K
PSX
Phillips 66

Energy
90
+ 3.63%
$113.93 - $131.55 $10.3K - $11.8K
2.57K $317K
FISV
Fiserv Inc

Technology
281
+ 11.8%
N/A
2.66K $333K
HSBC
Hsbc Holdings PLC

Financial Services
10
+ 0.24%
$48.68 - $61.58 $487 - $616
4.13K $237K
WFC
Wells Fargo & Company

Financial Services
14
+ 0.08%
$66.78 - $81.42 $935 - $1.14K
18.4K $1.32M
ECL
Ecolab Inc.

Basic Materials
1
+ 0.07%
$229.72 - $269.82 $230 - $270
1.54K $389K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
1.47K
+ 10.42%
$42.24 - $47.29 $62K - $69.4K
15.5K $664K
ADSK
Autodesk, Inc.

Technology
105
+ 10.14%
N/A
1.14K $280K
SHW
Sherwin Williams CO

Basic Materials
36
+ 2.55%
$330.16 - $365.55 $11.9K - $13.2K
1.45K $505K
UL
Unilever PLC

Consumer Defensive
245
+ 6.73%
$54.72 - $60.29 $13.4K - $14.8K
3.89K $231K
FCX
Freeport Mcmoran Inc

Basic Materials
675
+ 7.16%
$34.5 - $43.01 $23.3K - $29K
10.1K $382K
MFG
Mizuho Financial Group Inc

Financial Services
477
+ 1.66%
$4.83 - $6.04 $2.3K - $2.88K
29.2K $160K
LHX
L3 Harris Technologies, Inc.

Industrials
93
+ 9.11%
$194.65 - $222.86 $18.1K - $20.7K
1.11K $233K
PCAR
Paccar Inc

Industrials
330
+ 13.32%
$96.91 - $112.51 $32K - $37.1K
2.81K $273K
ICLN
Ishares

ETFs
1.31K
+ 61.88%
$10.94 - $11.86 $14.3K - $15.5K
3.41K $38K
IDXX
Idexx Laboratories Inc

Healthcare
23
+ 3.76%
$406.29 - $469.04 $9.34K - $10.8K
635 $266K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
98
+ 17.5%
$90.0 - $96.32 $8.82K - $9.44K
658 $60K
IBB
Ishares Biotechnology ETF

ETFs
60
+ 80.0%
$127.9 - $140.56 $7.67K - $8.43K
135 $17K
Kenvue Inc
2.03K
+ 13.18%
N/A
17.4K $0
Ge Vernova Inc
10
+ 0.61%
N/A
1.65K $0
Kayne Anderson Bdc Inc
338K
+ 166.47%
N/A
541K $0
Arista Networks Inc
396
+ 8.58%
N/A
5.01K $0
Linde PLC
447
+ 17.18%
N/A
3.05K $0
Ishares Bitcoin Trust ETF
6.93K
+ 119.69%
N/A
12.7K $0
TT
Trane Technologies PLC

Industrials
120
+ 8.49%
$332.0 - $400.86 $39.8K - $48.1K
1.53K $516K
ASML
Asml Holding Nv

Technology
15
+ 2.56%
$662.63 - $776.99 $9.94K - $11.7K
602 $398K
JBBB
Janus Detroit Str Tr Henderson

ETFs
283
+ 0.58%
$48.34 - $49.66 $13.7K - $14.1K
49.1K $2.39M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
67
+ 4.48%
$126.86 - $146.45 $8.5K - $9.81K
1.56K $198K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
69
+ 4.91%
$221.78 - $273.45 $15.3K - $18.9K
1.48K $335K
ISRG
Intuitive Surgical Inc

Healthcare
73
+ 3.91%
$476.63 - $610.45 $34.8K - $44.6K
1.94K $961K
BA
Boeing CO

Industrials
2
+ 0.06%
$148.15 - $186.25 $296 - $373
3.09K $526K
MS
Morgan Stanley

Financial Services
359
+ 5.25%
$111.68 - $141.08 $40.1K - $50.6K
7.2K $840K
APH
Amphenol Corp

Technology
280
+ 2.6%
$61.62 - $78.55 $17.3K - $22K
11.1K $724K
FDX
Fedex Corp

Industrials
89
+ 7.53%
$230.33 - $281.53 $20.5K - $25.1K
1.27K $309K
PAVE
Global X Fds Us Infrastructure

ETFs
540
+ 3.22%
$37.31 - $43.82 $20.1K - $23.7K
17.3K $653K
WD
Walker & Dunlop, Inc.

Financial Services
6
+ 0.25%
$82.09 - $96.76 $493 - $581
2.39K $203K
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.04%
$253.32 - $282.66 $253 - $283
2.32K $596K
PANW
Palo Alto Networks Inc

Technology
60
+ 1.55%
$167.82 - $208.28 $10.1K - $12.5K
3.93K $670K
CEG
Constellation Energy Corp

Utilities
52
+ 2.64%
$201.63 - $347.44 $10.5K - $18.1K
2.02K $407K
WMT
Walmart Inc.

Consumer Defensive
590
+ 1.72%
$84.5 - $105.05 $49.9K - $62K
34.8K $3.06M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
16
+ 0.88%
$203.38 - $274.79 $3.25K - $4.4K
1.84K $376K
TMO
Thermo Fisher Scientific Inc.

Healthcare
8
+ 0.33%
$497.6 - $606.74 $3.98K - $4.85K
2.43K $1.21M
ABNB
Airbnb, Inc.

Consumer Cyclical
250
+ 3.63%
$119.38 - $161.42 $29.8K - $40.4K
7.14K $853K
DIS
Walt Disney CO

Communication Services
348
+ 4.93%
$96.87 - $114.0 $33.7K - $39.7K
7.41K $731K
PYPL
Pay Pal Holdings, Inc.

Financial Services
160
+ 3.69%
$65.15 - $91.81 $10.4K - $14.7K
4.5K $293K
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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