Sage Mountain Advisors LLC New Holdings in Q2 2025

Sage Mountain Advisors LLC

  • $1.51 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
35.1K
New
$100.35 - $100.71 $3.52M - $3.53M
35.1K $3.53M
CHD
Church & Dwight CO Inc

Consumer Defensive
7.15K
New
$91.57 - $110.76 $655K - $792K
7.15K $687K
CL
Colgate Palmolive CO

Consumer Defensive
5.32K
New
$87.57 - $96.0 $466K - $511K
5.32K $483K
DG
Dollar General Corp

Consumer Defensive
3.99K
New
$86.02 - $114.95 $343K - $459K
3.99K $456K
SBAC
Sba Communications Corp

Real Estate
1.84K
New
$208.57 - $243.4 $384K - $448K
1.84K $432K
A
Agilent Technologies, Inc.

Healthcare
3.45K
New
$99.29 - $120.52 $343K - $416K
3.45K $407K
HAS
Hasbro, Inc.

Consumer Cyclical
5.25K
New
$50.71 - $73.82 $266K - $387K
5.25K $387K
GIS
General Mills Inc

Consumer Defensive
7.44K
New
$50.37 - $60.97 $375K - $454K
7.44K $385K
PWR
Quanta Services, Inc.

Industrials
1.01K
New
$239.47 - $381.26 $242K - $385K
1.01K $381K
GPC
Genuine Parts CO

Consumer Cyclical
2.77K
New
$105.54 - $129.09 $292K - $357K
2.77K $335K
CTAS
Cintas Corp

Industrials
1.44K
New
$190.11 - $227.66 $274K - $329K
1.44K $321K
PEG
Public Service Enterprise Group Inc

Utilities
3.65K
New
$77.13 - $84.18 $282K - $308K
3.65K $307K
PKI
Perkinelmer Inc

Healthcare
2.54K
New
N/A
2.54K $307K
SJM
J M Smucker CO

Consumer Defensive
3.1K
New
$94.41 - $118.52 $293K - $367K
3.1K $304K
OTIS
Otis Worldwide Corp

Industrials
2.98K
New
$90.88 - $104.3 $271K - $311K
2.98K $295K
AXON
Axon Enterprise, Inc.

Industrials
355
New
$497.13 - $827.94 $176K - $294K
355 $293K
AVAV
Aero Vironment Inc

Industrials
1.01K
New
$111.65 - $284.95 $113K - $288K
1.01K $288K
D
Dominion Energy, Inc

Utilities
5.1K
New
$49.66 - $58.0 $253K - $296K
5.1K $288K
MCHP
Microchip Technology Inc

Technology
4.06K
New
$35.34 - $71.6 $143K - $290K
4.06K $285K
EXC
Exelon Corp

Utilities
6.54K
New
$42.2 - $47.37 $276K - $310K
6.54K $284K
CTVA
Corteva, Inc.

Basic Materials
3.81K
New
$55.52 - $74.53 $212K - $284K
3.81K $284K
BALL
Ball Corp

Consumer Cyclical
5.07K
New
$44.94 - $56.99 $228K - $289K
5.07K $284K
TRV
Travelers Companies, Inc.

Financial Services
1.06K
New
$233.83 - $276.34 $248K - $293K
1.06K $283K
NRG
Nrg Energy, Inc.

Utilities
1.67K
New
$83.61 - $162.67 $140K - $272K
1.67K $268K
MPWR
Monolithic Power Systems Inc

Technology
351
New
$455.19 - $737.73 $160K - $259K
351 $256K
HSY
Hershey CO

Consumer Defensive
1.46K
New
$151.29 - $173.13 $221K - $253K
1.46K $242K
LKQ
Lkq Corp

Consumer Cyclical
6.49K
New
$36.86 - $43.38 $239K - $282K
6.49K $240K
AVY
Avery Dennison Corp

Industrials
1.36K
New
$159.58 - $183.97 $217K - $250K
1.36K $238K
MLM
Martin Marietta Materials Inc

Basic Materials
431
New
$452.51 - $568.19 $195K - $245K
431 $236K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.33K
New
$90.85 - $102.31 $212K - $239K
2.33K $234K
EQT
Eqt Corp

Energy
4.02K
New
$46.11 - $60.44 $185K - $243K
4.02K $234K
ON
On Semiconductor Corp

Technology
4.46K
New
$31.95 - $54.21 $143K - $242K
4.46K $233K
COIN
Coinbase Global, Inc.

Technology
663
New
$151.47 - $375.07 $100K - $249K
663 $232K
TECH
Bio Techne Corp

Healthcare
4.46K
New
$46.66 - $58.38 $208K - $260K
4.46K $229K
NDAQ
Nasdaq, Inc.

Financial Services
2.54K
New
$66.4 - $89.42 $168K - $227K
2.54K $226K
VRSK
Verisk Analytics, Inc.

Industrials
722
New
$277.03 - $321.33 $200K - $232K
722 $224K
VST
Vistra Corp.

Utilities
1.16K
New
$98.07 - $195.04 $114K - $226K
1.16K $224K
MTB
M&T Bank Corp

Financial Services
1.15K
New
$156.58 - $193.99 $181K - $224K
1.15K $223K
PODD
Insulet Corp

Healthcare
710
New
$238.57 - $327.47 $169K - $233K
710 $223K
SHOP
Shopify Inc.

Technology
1.92K
New
$76.89 - $115.35 $148K - $221K
1.92K $221K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.68K
New
$126.62 - $154.26 $213K - $260K
1.68K $214K
VTRS
Viatris Inc

Healthcare
24.1K
New
$7.26 - $9.12 $175K - $219K
24.1K $214K
VLO
Valero Energy Corp

Energy
1.58K
New
$104.69 - $141.77 $166K - $224K
1.58K $212K
SPOT
Spotify Technology S.A.

Communication Services
272
New
$503.3 - $775.9 $137K - $211K
272 $208K
CHTR
Charter Communications, Inc.

Communication Services
495
New
$321.68 - $427.25 $159K - $211K
495 $202K
FTLS
First Tr Long/Short Equity ETF

ETFs
3.04K
New
$60.06 - $66.28 $183K - $201K
3.04K $201K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
17.5K
New
$10.59 - $11.48 $185K - $201K
17.5K $200K
HST
Host Hotels & Resorts, Inc.

Real Estate
12.2K
New
$12.7 - $16.07 $155K - $196K
12.2K $186K
EDAP
Edap Tms Sa

Healthcare
100K
New
$1.31 - $2.3 $131K - $230K
100K $165K
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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