Sage Mountain Advisors LLC Reduced Holdings in Q4 2024

Sage Mountain Advisors LLC

  • $1.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
-85.4K
- 32.18%
$39.22 - $47.77 $3.35M - $4.08M
180K $7.91M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.11K
- 0.53%
$176.42 - $186.91 $548K - $581K
588K $105M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.07K
- 3.44%
$521.84 - $558.82 $1.6M - $1.72M
86.1K $46.4M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-8.41K
- 5.47%
$65.67 - $69.79 $552K - $587K
145K $9.75M
ADBE
Adobe Inc.

Technology
-707
- 24.3%
$437.39 - $552.96 $309K - $391K
2.2K $979K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-5.16K
- 10.85%
$91.29 - $91.8 $471K - $473K
42.4K $3.87M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-5.67K
- 9.71%
N/A
52.8K $3.95M
AMGN
Amgen Inc

Healthcare
-446
- 9.47%
$258.78 - $328.31 $115K - $146K
4.26K $1.11M
AMD
Advanced Micro Devices Inc

Technology
-238
- 2.96%
$118.88 - $172.8 $28.3K - $41.1K
7.79K $941K
ELV
Elevance Health, Inc.

Healthcare
-333
- 21.05%
$365.96 - $514.62 $122K - $171K
1.25K $461K
EEM
Ishares Msci Emerging Markets

ETFs
-5.35K
- 46.29%
$41.82 - $47.36 $224K - $253K
6.2K $259K
AZN
Astrazeneca PLC

Healthcare
-2.57K
- 37.24%
$63.2 - $79.58 $162K - $205K
4.33K $283K
SHEL
Shell PLC

Energy
-3.37K
- 28.02%
$60.63 - $70.23 $204K - $236K
8.65K $542K
CI
Cigna Corp

Healthcare
-395
- 19.91%
$265.59 - $358.58 $105K - $142K
1.59K $438K
AMAT
Applied Materials Inc

Technology
-334
- 7.34%
$161.44 - $213.89 $53.9K - $71.4K
4.21K $685K
VTV
Vanguard Value ETF

ETFs
-691
- 3.66%
$168.32 - $181.87 $116K - $126K
18.2K $3.08M
PEP
Pepsico Inc

Consumer Defensive
-376
- 4.45%
$151.29 - $176.1 $56.9K - $66.2K
8.07K $1.23M
DHR
Danaher Corp

Healthcare
-242
- 7.72%
$226.16 - $274.52 $54.7K - $66.4K
2.89K $663K
UPS
United Parcel Service Inc

Industrials
-204
- 1.33%
$122.65 - $138.35 $25K - $28.2K
15.2K $1.91M
FIS
Fidelity National Information Services, Inc.

Technology
-2.01K
- 36.83%
$80.14 - $90.95 $161K - $183K
3.45K $278K
SO
Southern CO

Utilities
-1.65K
- 30.96%
$81.5 - $94.15 $135K - $156K
3.68K $303K
ASML
Asml Holding Nv

Technology
-105
- 15.17%
$658.43 - $872.27 $69.1K - $91.6K
587 $406K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-13
- 0.03%
$34.13 - $37.35 $444 - $486
49.1K $1.67M
KMB
Kimberly Clark Corp

Consumer Defensive
-903
- 23.58%
$130.37 - $146.09 $118K - $132K
2.93K $383K
KLAC
Kla Corp

Technology
-64
- 7.9%
$614.46 - $829.55 $39.3K - $53.1K
746 $470K
CMCSA
Comcast Corp

Communication Services
-1.01K
- 3.75%
$37.39 - $45.14 $37.7K - $45.5K
25.9K $971K
HEZU
Ishares Currency Hedged Msci E

ETFs
-3.79K
- 24.54%
$35.18 - $36.95 $133K - $140K
11.6K $417K
UL
Unilever PLC

Consumer Defensive
-1.7K
- 31.79%
$56.7 - $64.64 $96.3K - $110K
3.64K $206K
NVS
Novartis Ag

Healthcare
-783
- 21.76%
$96.78 - $117.18 $75.8K - $91.8K
2.82K $273K
SAP
Sap Se

Technology
-718
- 24.43%
$218.13 - $255.54 $157K - $183K
2.22K $546K
PLD
Prologis, Inc.

Real Estate
-264
- 5.66%
$101.4 - $126.96 $26.8K - $33.5K
4.4K $465K
MTD
Mettler Toledo International Inc

Healthcare
-45
- 19.07%
$1160.67 - $1498.12 $52.2K - $67.4K
191 $233K
ECL
Ecolab Inc.

Basic Materials
-334
- 17.85%
$234.32 - $261.43 $78.3K - $87.3K
1.54K $360K
ZTS
Zoetis Inc.

Healthcare
-271
- 12.48%
$162.24 - $194.42 $44K - $52.7K
1.9K $309K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-405
- 7.81%
$238.25 - $261.28 $96.5K - $106K
4.78K $1.16M
NEM
Newmont Corp

Basic Materials
-333
- 5.34%
$37.0 - $58.68 $12.3K - $19.5K
5.9K $219K
DD
Du Pont De Nemours, Inc.

Basic Materials
-488
- 8.82%
$75.95 - $88.05 $37.1K - $43K
5.05K $384K
PH
Parker Hannifin Corp

Industrials
-169
- 23.25%
$621.74 - $709.46 $105K - $120K
558 $354K
UBER
Uber Technologies, Inc

Technology
-412
- 7.64%
$59.93 - $86.34 $24.7K - $35.6K
4.98K $300K
AMP
Ameriprise Financial Inc

Financial Services
-413
- 22.24%
$473.15 - $574.01 $195K - $237K
1.44K $768K
DAL
Delta Air Lines, Inc.

Industrials
-5.11K
- 24.0%
$47.46 - $65.77 $242K - $336K
16.2K $977K
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.16K
- 38.57%
$80.13 - $83.77 $92.9K - $97.1K
1.85K $148K
EPI
Wisdomtree Tr India Earnings F

ETFs
-1.7K
- 34.59%
$45.09 - $50.08 $76.4K - $84.9K
3.21K $145K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.97K
- 50.98%
$50.37 - $50.6 $99.1K - $99.5K
1.89K $95K
WCN
Waste Connections, Inc.

Industrials
-479
- 19.84%
$171.06 - $193.25 $81.9K - $92.6K
1.94K $332K
ATO
Atmos Energy Corp

Utilities
-659
- 22.33%
$136.41 - $151.43 $89.9K - $99.8K
2.29K $319K
FITB
Fifth Third Bancorp

Financial Services
-1.69K
- 5.21%
$41.76 - $48.44 $70.7K - $82K
30.8K $1.3M
AON
Aon PLC

Financial Services
-321
- 16.69%
$344.14 - $393.31 $110K - $126K
1.6K $575K
ETN
Eaton Corp PLC

Industrials
-265
- 4.66%
$326.96 - $377.52 $86.6K - $100K
5.43K $1.8M
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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