Sage Mountain Advisors LLC New Holdings in Q4 2024

Sage Mountain Advisors LLC

  • $1.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JMBS
Janus Detroit Str Tr Henderson

ETFs
285K
New
$44.03 - $46.65 $12.5M - $13.3M
285K $12.6M
TPL
Texas Pacific Land Corp

Energy
822
New
$915.49 - $1730.0 $753K - $1.42M
822 $909K
PLTR
Palantir Technologies Inc.

Technology
10.5K
New
$36.46 - $82.38 $382K - $862K
10.5K $791K
MSTR
Microstrategy Inc

Technology
2.17K
New
$162.69 - $473.83 $353K - $1.03M
2.17K $628K
AYI
Acuity Brands Inc

Industrials
1.72K
New
$292.13 - $333.45 $502K - $573K
1.72K $501K
EVRG
Evergy, Inc.

Utilities
6.25K
New
$59.06 - $65.0 $369K - $406K
6.25K $384K
EMLP
First Tr Exchange Traded Iv

ETFs
10.7K
New
$33.69 - $38.24 $359K - $407K
10.7K $379K
PAYO
Payoneer Global Inc.

Technology
34.7K
New
$7.59 - $11.05 $263K - $383K
34.7K $347K
CME
Cme Group Inc.

Financial Services
1.33K
New
$221.17 - $246.02 $294K - $327K
1.33K $308K
KR
Kroger CO

Consumer Defensive
4.67K
New
$55.21 - $63.3 $258K - $296K
4.67K $285K
SYY
Sysco Corp

Consumer Defensive
3.47K
New
$73.63 - $81.77 $255K - $284K
3.47K $265K
BKR
Baker Hughes CO

Energy
6.44K
New
$35.98 - $44.88 $232K - $289K
6.44K $264K
PCAR
Paccar Inc

Industrials
2.48K
New
$97.92 - $118.41 $243K - $293K
2.48K $257K
VOTE
Engine No 1 ETF Tr

ETFs
3.69K
New
$66.37 - $71.58 $245K - $264K
3.69K $253K
PEG
Public Service Enterprise Group Inc

Utilities
2.85K
New
$81.87 - $94.51 $233K - $269K
2.85K $240K
CRWD
Crowd Strike Holdings, Inc.

Technology
692
New
$275.15 - $388.2 $190K - $269K
692 $236K
CINF
Cincinnati Financial Corp

Financial Services
1.63K
New
$132.86 - $160.16 $217K - $261K
1.63K $234K
TRV
Travelers Companies, Inc.

Financial Services
965
New
$225.97 - $266.66 $218K - $257K
965 $232K
SYF
Synchrony Financial

Financial Services
3.56K
New
$49.01 - $68.55 $174K - $244K
3.56K $231K
MAR
Marriott International Inc

Consumer Cyclical
804
New
$246.06 - $292.59 $198K - $235K
804 $224K
APO
Apollo Global Management, Inc.

Financial Services
1.25K
New
$131.36 - $178.61 $164K - $223K
1.25K $206K
CNC
Centene Corp

Healthcare
3.38K
New
$56.71 - $73.94 $192K - $250K
3.38K $204K
HSBC
Hsbc Holdings PLC

Financial Services
4.12K
New
$43.83 - $49.51 $180K - $204K
4.12K $203K
PWR
Quanta Services, Inc.

Industrials
645
New
$296.05 - $346.6 $191K - $224K
645 $203K
PNW
Pinnacle West Capital Corp

Utilities
2.37K
New
$84.03 - $94.52 $199K - $224K
2.37K $201K
FTLS
First Tr Long/Short Equity ETF

ETFs
3.04K
New
$63.1 - $67.29 $192K - $205K
3.04K $200K
LNT
Alliant Energy Corp

Utilities
3.39K
New
$56.24 - $63.63 $190K - $216K
3.39K $200K
IDEV
Ishares Core Msci Intl Develop

ETFs
3.09K
New
$64.18 - $70.42 $198K - $217K
3.09K $198K
ING
Ing Groep Nv

Financial Services
10K
New
$15.1 - $17.73 $151K - $178K
10K $157K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.63K
New
$77.23 - $82.11 $126K - $134K
1.63K $127K
WIT
Wipro LTD

Technology
16K
New
$3.54 - $7.24 $56.7K - $116K
16K $56K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
66
New
$340.59 - $380.5 $22.5K - $25.1K
66 $24K
OEF
Ishares S&P 100 ETF

ETFs
47
New
N/A
47 $12K
PSI
Invesco Exchange Traded Fd Tr

ETFs
190
New
$53.26 - $60.98 $10.1K - $11.6K
190 $11K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
393
New
$27.54 - $83.04 $10.8K - $32.6K
393 $10K
SMIN
Ishares Msci India Small Cap I

ETFs
50
New
$75.68 - $86.0 $3.78K - $4.3K
50 $3K
ILCG
Ishares Morningstar Growth ETF
100
New
N/A
100 $0
Kayne Anderson Bdc Inc
203K
New
N/A
203K $0
Lam Research Corp
9.2K
New
N/A
9.2K $0
Ishares Bitcoin Trust ETF
5.79K
New
N/A
5.79K $0
Blackrock Inc
1.38K
New
N/A
1.38K $0
Arista Networks Inc
4.62K
New
N/A
4.62K $0
Core Scientific Inc New
14.8K
New
N/A
14.8K $0
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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