Sage Mountain Advisors LLC Reduced Holdings in Q1 2025

Sage Mountain Advisors LLC

  • $1.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HYD
Vaneck High Yield Muni ETF

ETFs
-233K
- 87.34%
$50.79 - $52.53 $11.8M - $12.3M
33.8K $1.73M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-29.9K
- 5.09%
$168.16 - $186.21 $5.03M - $5.57M
558K $95.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8.24K
- 31.84%
$551.42 - $612.93 $4.54M - $5.05M
17.6K $9.86M
AVGO
Broadcom Inc.

Technology
-1.29K
- 1.65%
$167.43 - $244.7 $216K - $316K
76.8K $12.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.55K
- 4.12%
$507.05 - $563.67 $1.8M - $2M
82.6K $42.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-732
- 2.89%
$222.15 - $428.22 $163K - $313K
24.6K $6.37M
AAPL
Apple Inc.

Technology
-833
- 0.65%
$209.68 - $247.1 $175K - $206K
126K $28.1M
MSFT
Microsoft Corp

Technology
-2.14K
- 3.58%
$375.39 - $447.2 $803K - $956K
57.6K $21.6M
GOOGL
Alphabet Inc.

Communication Services
-379
- 0.83%
$154.33 - $206.19 $58.5K - $78.1K
45.2K $6.98M
GOOG
Alphabet Inc.

Communication Services
-1.01K
- 2.63%
$156.06 - $207.71 $157K - $209K
37.2K $5.81M
VB
Vanguard Small Cap ETF

ETFs
-500
- 1.09%
$217.89 - $252.64 $109K - $126K
45.4K $10.1M
ACN
Accenture PLC

Technology
-1.63K
- 25.72%
$300.91 - $398.25 $490K - $649K
4.71K $1.47M
BRK-A
Berkshire Hathaway Inc

Financial Services
-2
- 25.0%
$663000.0 - $801950.0 $1.33M - $1.6M
6 $4.79M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-933
- 4.92%
$302.31 - $337.54 $282K - $315K
18K $5.53M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-898
- 43.01%
$522.96 - $601.18 $470K - $540K
1.19K $634K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-7.71K
- 90.75%
$63.07 - $73.5 $486K - $567K
786 $55K
MRK
Merck & Co., Inc.

Healthcare
-1.73K
- 6.32%
$83.01 - $101.02 $143K - $175K
25.6K $2.3M
ORCL
Oracle Corp

Technology
-343
- 2.5%
$139.81 - $186.47 $48K - $64K
13.4K $1.87M
VEA
Vanguard Ftse Developed Market

ETFs
-35.1K
- 7.65%
$47.4 - $52.99 $1.67M - $1.86M
424K $21.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
-2.85K
- 44.41%
$114.9 - $139.6 $327K - $397K
3.56K $418K
NOW
Service Now, Inc.

Technology
-24
- 1.78%
$783.83 - $1170.39 $18.8K - $28.1K
1.32K $1.05M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-4.11K
- 2.82%
$65.27 - $71.18 $268K - $292K
141K $9.37M
CRM
Salesforce, Inc.

Technology
-234
- 5.06%
$268.36 - $359.95 $62.8K - $84.2K
4.39K $1.18M
ETN
Eaton Corp PLC

Industrials
-145
- 2.67%
$271.83 - $371.23 $39.4K - $53.8K
5.28K $1.44M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-7.4K
- 15.81%
$74.85 - $84.89 $554K - $629K
39.4K $3.22M
DAL
Delta Air Lines, Inc.

Industrials
-1.02K
- 6.32%
$43.6 - $69.06 $44.6K - $70.6K
15.1K $660K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-3.71K
- 7.03%
N/A
49K $3.67M
OKE
Oneok Inc

Energy
-2.22K
- 23.46%
$89.57 - $109.85 $199K - $244K
7.25K $719K
LMT
Lockheed Martin Corp

Industrials
-332
- 22.39%
$423.19 - $506.29 $140K - $168K
1.15K $514K
GS
Goldman Sachs Group Inc

Financial Services
-278
- 14.8%
$524.81 - $672.19 $146K - $187K
1.6K $874K
VBR
Vanguard Small Cap Value ETF

ETFs
-331
- 2.92%
$183.02 - $207.75 $60.6K - $68.8K
11K $2.05M
NKE
Nike, Inc.

Consumer Cyclical
-2.02K
- 38.41%
$63.29 - $81.72 $128K - $165K
3.24K $205K
VBK
Vanguard Small Cap Growth ETF

ETFs
-102
- 1.78%
$247.97 - $296.33 $25.3K - $30.2K
5.64K $1.42M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-661
- 27.58%
$168.84 - $202.89 $112K - $134K
1.74K $305K
PFE
Pfizer Inc

Healthcare
-5.12K
- 24.87%
$25.01 - $27.13 $128K - $139K
15.5K $391K
TGT
Target Corp

Consumer Defensive
-63
- 1.32%
$103.65 - $142.5 $6.53K - $8.98K
4.72K $492K
NOC
Northrop Grumman Corp

Industrials
-400
- 31.01%
$433.45 - $513.82 $173K - $206K
890 $455K
AYI
Acuity Brands Inc

Industrials
-379
- 22.07%
$257.8 - $337.07 $97.7K - $128K
1.34K $352K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-73
- 6.01%
$283.06 - $421.16 $20.7K - $30.7K
1.14K $322K
FITB
Fifth Third Bancorp

Financial Services
-1.17K
- 3.8%
$37.48 - $44.96 $43.9K - $52.6K
29.7K $1.16M
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.79K
- 35.38%
$72.7 - $84.32 $130K - $151K
3.26K $243K
EQIX
Equinix Inc

Real Estate
-76
- 13.4%
$803.0 - $959.97 $61K - $73K
491 $400K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-14
- 7.49%
$4295.4 - $5141.88 $60.1K - $72K
173 $796K
AXP
American Express CO

Financial Services
-26
- 0.59%
$255.39 - $325.87 $6.64K - $8.47K
4.38K $1.18M
MSTR
Microstrategy Inc

Technology
-428
- 19.72%
$239.27 - $396.5 $102K - $170K
1.74K $502K
HON
Honeywell International Inc

Industrials
-228
- 4.38%
$202.75 - $226.52 $46.2K - $51.6K
4.98K $1.05M
RY
Royal Bank Of Canada

Financial Services
-431
- 5.24%
$108.81 - $123.4 $46.9K - $53.2K
7.79K $878K
ADI
Analog Devices Inc

Technology
-394
- 15.07%
$201.56 - $243.82 $79.4K - $96.1K
2.22K $447K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-101
- 23.82%
$634.14 - $744.83 $64K - $75.2K
323 $204K
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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