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
CDNS
Cadence Design Systems Inc

Technology
149
+ 14.03%
$249.1 - $324.54 $37.1K - $48.4K
1.21K $363K
MGK
Vanguard Mega Cap Growth ETF

ETFs
3
+ 0.09%
$316.94 - $357.88 $951 - $1.07K
3.48K $1.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.29K
+ 7.72%
$88.59 - $94.57 $115K - $122K
18K $1.6M
WTW
Willis Towers Watson PLC

Financial Services
189
+ 26.4%
$287.99 - $332.53 $54.4K - $62.8K
905 $282K
PM
Philip Morris International Inc.

Consumer Defensive
650
+ 9.86%
$118.38 - $133.06 $76.9K - $86.5K
7.25K $871K
NKE
Nike, Inc.

Consumer Cyclical
1.54K
+ 41.35%
$73.36 - $89.13 $113K - $137K
5.26K $398K
ISRG
Intuitive Surgical Inc

Healthcare
25
+ 1.36%
$471.27 - $550.62 $11.8K - $13.8K
1.87K $975K
A
Agilent Technologies, Inc.

Healthcare
645
+ 47.78%
$125.69 - $146.56 $81.1K - $94.5K
2K $268K
CMI
Cummins Inc

Industrials
122
+ 12.73%
$324.93 - $383.42 $39.6K - $46.8K
1.08K $376K
TJX
Tjx Companies Inc

Consumer Cyclical
319
+ 4.29%
$112.15 - $127.2 $35.8K - $40.6K
7.76K $937K
IEMG
Ishares Inc

ETFs
1.1K
+ 13.85%
N/A
9.07K $486K
AME
Ametek Inc

Industrials
256
+ 16.98%
$165.89 - $197.38 $42.5K - $50.5K
1.76K $317K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.49K
+ 8.1%
$12.27 - $15.41 $18.2K - $22.9K
19.8K $287K
GWW
W.W. Grainger, Inc.

Industrials
47
+ 17.28%
$1023.06 - $1220.93 $48.1K - $57.4K
319 $336K
AJG
Arthur J. Gallagher & Co.

Financial Services
178
+ 23.06%
$278.49 - $315.16 $49.6K - $56.1K
950 $269K
TMO
Thermo Fisher Scientific Inc.

Healthcare
468
+ 23.99%
$501.29 - $612.85 $235K - $287K
2.42K $1.26M
RTX
Raytheon Technologies Corp

Industrials
754
+ 10.84%
$114.45 - $127.21 $86.3K - $95.9K
7.71K $892K
SPG
Simon Property Group Inc

Real Estate
205
+ 6.31%
$167.23 - $183.84 $34.3K - $37.7K
3.45K $594K
PANW
Palo Alto Networks Inc

Technology
1.94K
+ 100.78%
$181.96 - $405.9 $354K - $789K
3.87K $704K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
683
+ 5.1%
$43.67 - $47.04 $29.8K - $32.1K
14.1K $637K
FDX
Fedex Corp

Industrials
127
+ 12.04%
$260.5 - $305.15 $33.1K - $38.8K
1.18K $332K
IWS
Ishares Russell Midcap Value E

ETFs
303
+ 96.19%
$128.08 - $140.32 $38.8K - $42.5K
618 $79K
SNPS
Synopsys Inc

Technology
100
+ 18.66%
$485.36 - $588.0 $48.5K - $58.8K
636 $308K
CBRE
Cbre Group, Inc.

Real Estate
177
+ 9.23%
$119.22 - $140.71 $21.1K - $24.9K
2.09K $274K
JCI
Johnson Controls International PLC

Industrials
315
+ 4.45%
$74.23 - $86.6 $23.4K - $27.3K
7.4K $584K
ROST
Ross Stores, Inc.

Consumer Cyclical
226
+ 14.57%
$138.59 - $156.61 $31.3K - $35.4K
1.78K $268K
NOC
Northrop Grumman Corp

Industrials
204
+ 18.78%
$466.52 - $543.88 $95.2K - $111K
1.29K $605K
MET
Metlife Inc

Financial Services
359
+ 14.33%
$78.15 - $88.25 $28.1K - $31.7K
2.86K $234K
TFC
Truist Financial Corp

Financial Services
473
+ 4.68%
$41.51 - $48.1 $19.6K - $22.8K
10.6K $459K
MU
Micron Technology Inc

Technology
1.41K
+ 29.95%
$84.16 - $113.41 $119K - $160K
6.14K $516K
APD
Air Products & Chemicals, Inc.

Basic Materials
137
+ 8.47%
$285.5 - $335.62 $39.1K - $46K
1.75K $508K
SLB
Schlumberger Limited

Energy
1.35K
+ 18.57%
$36.83 - $45.59 $49.6K - $61.4K
8.6K $329K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
285
+ 10.82%
$66.77 - $71.52 $19K - $20.4K
2.92K $201K
MFG
Mizuho Financial Group Inc

Financial Services
259
+ 0.91%
$4.05 - $5.26 $1.05K - $1.36K
28.7K $140K
ADSK
Autodesk, Inc.

Technology
79
+ 8.26%
N/A
1.04K $254K
UNP
Union Pacific Corp

Industrials
390
+ 9.99%
$223.15 - $249.32 $87K - $97.2K
4.29K $978K
NSC
Norfolk Southern Corp

Industrials
195
+ 9.61%
$230.6 - $277.0 $45K - $54K
2.23K $522K
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.09%
$260.27 - $280.65 $521 - $561
2.32K $625K
RY
Royal Bank Of Canada

Financial Services
400
+ 5.11%
$119.72 - $128.02 $47.9K - $51.2K
8.22K $990K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
785
+ 14.34%
$44.04 - $49.49 $34.6K - $38.8K
6.26K $275K
VBR
Vanguard Small Cap Value ETF

ETFs
217
+ 1.95%
$197.36 - $217.3 $42.8K - $47.2K
11.4K $2.25M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
15
+ 1.01%
$129.96 - $144.97 $1.95K - $2.17K
1.5K $208K
XLK
Technology Sector Spdr

ETFs
30
+ 3.91%
$220.26 - $241.44 $6.61K - $7.24K
798 $185K
IEFA
Ishares Tr

ETFs
675
+ 14.83%
$70.06 - $77.43 $47.3K - $52.3K
5.23K $367K
FAST
Fastenal CO

Industrials
100
+ 2.72%
$69.99 - $84.35 $7K - $8.44K
3.78K $271K
CAT
Caterpillar Inc

Industrials
211
+ 8.72%
$360.37 - $416.88 $76K - $88K
2.63K $954K
FISV
Fiserv Inc

Technology
63
+ 2.72%
N/A
2.38K $298K
WELL
Welltower Inc.

Real Estate
122
+ 3.24%
$123.11 - $139.3 $15K - $17K
3.89K $489K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
195
+ 8.92%
$44.33 - $49.55 $8.64K - $9.66K
2.38K $106K
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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