Sage Mountain Advisors LLC New Holdings in Q1 2025

Sage Mountain Advisors LLC

  • $1.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ED
Consolidated Edison Inc

Utilities
5.88K
New
$88.0 - $110.59 $518K - $651K
5.88K $650K
CVS
Cvs Health Corp

Healthcare
7.25K
New
$44.22 - $68.64 $321K - $498K
7.25K $491K
DUK
Duke Energy Corp

Utilities
3.84K
New
$105.87 - $121.97 $407K - $469K
3.84K $468K
AWK
American Water Works Company, Inc.

Utilities
2.63K
New
$121.01 - $149.31 $318K - $393K
2.63K $387K
ROP
Roper Technologies Inc

Industrials
563
New
$502.71 - $593.81 $283K - $334K
563 $331K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
6.93K
New
$47.33 - $47.92 $328K - $332K
6.93K $329K
F
Ford Motor CO

Consumer Cyclical
32.7K
New
$9.12 - $10.43 $299K - $342K
32.7K $328K
CSGP
Costar Group, Inc.

Real Estate
4.1K
New
$69.29 - $80.37 $284K - $329K
4.1K $324K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.43K
New
$106.31 - $123.73 $258K - $301K
2.43K $300K
HES
Hess Corp

Energy
1.8K
New
$135.42 - $160.52 $243K - $288K
1.8K $286K
CCI
Crown Castle International Corp

Real Estate
2.55K
New
$84.33 - $106.39 $215K - $272K
2.55K $265K
HWM
Howmet Aerospace Inc.

Industrials
2.03K
New
$110.79 - $139.39 $225K - $283K
2.03K $263K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.77K
New
$56.12 - $68.15 $212K - $257K
3.77K $255K
ADM
Archer Daniels Midland CO

Consumer Defensive
5.16K
New
$45.22 - $52.17 $233K - $269K
5.16K $247K
EBAY
Ebay Inc

Consumer Cyclical
3.52K
New
$61.61 - $70.93 $217K - $249K
3.52K $238K
PPL
Ppl Corp

Utilities
6.52K
New
$31.68 - $36.11 $206K - $235K
6.52K $235K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.4K
New
$157.11 - $206.52 $220K - $289K
1.4K $235K
DASH
Door Dash, Inc.

Communication Services
1.22K
New
$168.37 - $213.38 $205K - $259K
1.22K $222K
DVN
Devon Energy Corp

Energy
5.93K
New
$33.15 - $38.55 $197K - $229K
5.93K $221K
SONY
Sony Group Corp

Technology
8.56K
New
$19.88 - $25.64 $170K - $219K
8.56K $217K
EPD
Enterprise Products Partners L.P.

Energy
6.3K
New
$31.75 - $34.14 $200K - $215K
6.3K $214K
EW
Edwards Lifesciences Corp

Healthcare
2.92K
New
$67.95 - $76.19 $198K - $222K
2.92K $211K
KEY
Keycorp

Financial Services
13.1K
New
$15.15 - $18.3 $198K - $240K
13.1K $209K
URI
United Rentals, Inc.

Industrials
327
New
$594.17 - $789.56 $194K - $258K
327 $204K
TTWO
Take Two Interactive Software Inc

Communication Services
979
New
$178.61 - $217.95 $175K - $213K
979 $202K
WDAY
Workday, Inc.

Technology
861
New
$233.53 - $277.82 $201K - $239K
861 $201K
ABC
Amerisourcebergen Corp

Healthcare
1.01K
New
N/A
1.01K $187K
HPE
Hewlett Packard Enterprise CO

Technology
10.5K
New
$14.77 - $24.42 $156K - $258K
10.5K $162K
MUB
Ishares National Muni Bond ETF

ETFs
1.44K
New
$104.71 - $107.69 $151K - $155K
1.44K $151K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
3.21K
New
$25.12 - $26.05 $80.5K - $83.5K
3.21K $80K
IGV
Ishares Expanded Tech Software

ETFs
278
New
$88.3 - $107.83 $24.5K - $30K
278 $24K
SKYY
First Trust Cloud Computing Et

ETFs
237
New
$102.23 - $131.18 $24.2K - $31.1K
237 $24K
MILN
Global X Funds Global X Millen

ETFs
422
New
$41.85 - $49.7 $17.7K - $21K
422 $18K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
295
New
$58.32 - $65.09 $17.2K - $19.2K
295 $17K
AIQ
Global X Funds Global X Artifi

ETFs
488
New
$36.38 - $42.77 $17.8K - $20.9K
488 $17K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
373
New
$40.67 - $48.92 $15.2K - $18.2K
373 $15K
BOTZ
Global X Fds

ETFs
543
New
$28.46 - $34.53 $15.5K - $18.7K
543 $15K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
197
New
$67.24 - $84.27 $13.2K - $16.6K
197 $13K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
275
New
$36.74 - $50.04 $10.1K - $13.8K
275 $12K
XLU
Utilities Sector Spdr

ETFs
159
New
$74.7 - $80.27 $11.9K - $12.8K
159 $12K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
394
New
$28.64 - $32.91 $11.3K - $13K
394 $11K
FINX
Global X Fds Fintech ETF (De)

ETFs
313
New
$27.43 - $33.5 $8.59K - $10.5K
313 $8K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
71
New
$113.22 - $126.36 $8.04K - $8.97K
71 $8K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
151
New
$39.65 - $43.35 $5.99K - $6.55K
151 $6K
URA
Global X Uranium ETF

ETFs
261
New
$22.92 - $30.98 $5.98K - $8.09K
261 $5K
MLPX
Global X Mlp & Energy Infrastr

ETFs
73
New
$59.6 - $67.2 $4.35K - $4.91K
73 $4K
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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