Sage Mountain Advisors LLC Incresed Positions in Q2 2025

Sage Mountain Advisors LLC

  • $1.51 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
44
+ 0.58%
$89.7 - $107.41 $3.95K - $4.73K
7.68K $824K
AAPL
Apple Inc.

Technology
10.7K
+ 8.48%
$172.42 - $223.89 $1.85M - $2.4M
137K $28.1M
ADSK
Autodesk, Inc.

Technology
213
+ 18.68%
N/A
1.35K $332K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.7K
+ 38.46%
$19.1 - $23.83 $32.5K - $40.6K
6.13K $146K
SPGI
S&P Global Inc.

Financial Services
30
+ 1.61%
$438.31 - $527.29 $13.1K - $15.8K
1.89K $996K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
912
+ 331.64%
$36.07 - $44.58 $32.9K - $40.7K
1.19K $52K
CMS
Cms Energy Corp

Utilities
855
+ 25.45%
$68.57 - $75.51 $58.6K - $64.6K
4.22K $292K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
10
+ 0.64%
$113.67 - $150.4 $1.14K - $1.5K
1.57K $236K
GWW
W.W. Grainger, Inc.

Industrials
23
+ 8.36%
$919.93 - $1101.66 $21.2K - $25.3K
298 $309K
CME
Cme Group Inc.

Financial Services
91
+ 7.37%
$252.37 - $290.71 $23K - $26.5K
1.33K $365K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
106
+ 67.52%
$224.16 - $285.86 $23.8K - $30.3K
263 $75K
IWN
Ishares Russell2000 Val ETF

ETFs
185
+ 26.09%
$131.84 - $157.76 $24.4K - $29.2K
894 $141K
TJX
Tjx Companies Inc

Consumer Cyclical
135
+ 1.8%
$119.13 - $135.03 $16.1K - $18.2K
7.64K $943K
F
Ford Motor CO

Consumer Cyclical
226
+ 0.69%
$8.69 - $10.85 $1.96K - $2.45K
33K $357K
MCD
Mcdonalds Corp

Consumer Cyclical
397
+ 9.06%
$285.55 - $321.23 $113K - $128K
4.78K $1.4M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
163
+ 13.12%
$421.16 - $509.5 $68.6K - $83K
1.41K $625K
LOW
Lowes Companies Inc

Consumer Cyclical
333
+ 7.46%
$210.83 - $235.28 $70.2K - $78.3K
4.8K $1.06M
DTE
Dte Energy CO

Utilities
269
+ 11.71%
$127.39 - $139.49 $34.3K - $37.5K
2.57K $339K
BXP
Boston Properties Inc

Real Estate
322
+ 10.74%
$56.86 - $74.12 $18.3K - $23.9K
3.32K $223K
APD
Air Products & Chemicals, Inc.

Basic Materials
147
+ 9.03%
$248.61 - $294.96 $36.5K - $43.4K
1.78K $500K
TGT
Target Corp

Consumer Defensive
451
+ 9.55%
$88.76 - $105.77 $40K - $47.7K
5.17K $510K
MDT
Medtronic PLC

Healthcare
298
+ 10.06%
$80.68 - $88.86 $24K - $26.5K
3.26K $284K
AWK
American Water Works Company, Inc.

Utilities
263
+ 10.0%
$133.82 - $151.96 $35.2K - $40K
2.89K $402K
HSBC
Hsbc Holdings PLC

Financial Services
15
+ 0.36%
$46.68 - $61.09 $700 - $916
4.14K $251K
SONY
Sony Group Corp

Technology
327
+ 3.82%
$21.24 - $26.88 $6.95K - $8.79K
8.88K $231K
WELL
Welltower Inc.

Real Estate
56
+ 1.26%
$136.49 - $155.22 $7.64K - $8.69K
4.49K $690K
UL
Unilever PLC

Consumer Defensive
65
+ 1.67%
$57.9 - $65.43 $3.76K - $4.25K
3.95K $241K
MSI
Motorola Solutions, Inc.

Technology
43
+ 6.07%
$394.72 - $440.39 $17K - $18.9K
751 $315K
ALL
Allstate Corp

Financial Services
88
+ 3.89%
$180.53 - $212.64 $15.9K - $18.7K
2.35K $473K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
241
+ 2.27%
$10.79 - $14.14 $2.6K - $3.41K
10.8K $148K
AMGN
Amgen Inc

Healthcare
544
+ 11.81%
$262.28 - $309.85 $143K - $169K
5.15K $1.44M
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
8.4K
+ 5.41%
$13.4 - $15.08 $113K - $127K
164K $2.29M
CARY
Angel Oak Fds Tr Income Etf(De
6
+ 0.01%
N/A
47.5K $0
PCAR
Paccar Inc

Industrials
68
+ 2.42%
$86.4 - $99.09 $5.88K - $6.74K
2.88K $273K
Blackrock Inc
70
+ 5.23%
N/A
1.41K $0
Linde PLC
128
+ 4.2%
N/A
3.18K $0
Ishares Bitcoin Trust ETF
521
+ 4.1%
N/A
13.2K $0
Arista Networks Inc
1.13K
+ 22.62%
N/A
6.15K $0
Psq Holdings Inc
549
+ 0.76%
N/A
72.9K $0
Ge Vernova Inc
273
+ 16.56%
N/A
1.92K $0
Kayne Anderson Bdc Inc
389K
+ 71.95%
N/A
930K $0
UNP
Union Pacific Corp

Industrials
115
+ 2.66%
$208.27 - $238.46 $24K - $27.4K
4.44K $1.02M
ACN
Accenture PLC

Technology
203
+ 4.31%
$279.23 - $323.21 $56.7K - $65.6K
4.91K $1.47M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
39
+ 0.21%
$48.13 - $49.85 $1.88K - $1.94K
18.3K $896K
BKR
Baker Hughes CO

Energy
541
+ 10.26%
$35.0 - $44.92 $18.9K - $24.3K
5.81K $222K
AJG
Arthur J. Gallagher & Co.

Financial Services
53
+ 4.51%
$310.86 - $348.77 $16.5K - $18.5K
1.23K $393K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
154
+ 13.5%
$225.56 - $335.19 $34.7K - $51.6K
1.3K $307K
PAYX
Paychex Inc

Industrials
141
+ 2.93%
$137.01 - $159.78 $19.3K - $22.5K
4.95K $720K
SBUX
Starbucks Corp

Consumer Cyclical
232
+ 2.45%
$79.69 - $99.41 $18.5K - $23.1K
9.7K $888K
Activity Summary
Buys All Purchases 270 New Holdings 60 Increased Positions 210 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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