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
ITW
Illinois Tool Works Inc

Industrials
-313
- 10.29%
$244.9 - $274.48 $76.7K - $85.9K
2.73K $676K
SPG
Simon Property Group Inc

Real Estate
-438
- 12.69%
$159.48 - $187.78 $69.9K - $82.2K
3.01K $500K
DLR
Digital Realty Trust, Inc.

Real Estate
-90
- 4.03%
$142.1 - $183.56 $12.8K - $16.5K
2.14K $306K
LOW
Lowes Companies Inc

Consumer Cyclical
-101
- 2.21%
$222.66 - $268.42 $22.5K - $27.1K
4.46K $1.04M
EOG
Eog Resources Inc

Energy
-883
- 17.8%
$120.54 - $138.05 $106K - $122K
4.08K $522K
TFC
Truist Financial Corp

Financial Services
-1.37K
- 12.93%
$39.48 - $48.15 $54K - $65.9K
9.22K $379K
GM
General Motors CO

Consumer Cyclical
-370
- 3.87%
$45.22 - $54.92 $16.7K - $20.3K
9.19K $432K
FV
First Trust Dorsey Wright Focu

ETFs
-4
- 0.02%
$53.91 - $63.03 $216 - $252
17K $934K
AMP
Ameriprise Financial Inc

Financial Services
-6
- 0.42%
$472.29 - $575.13 $2.83K - $3.45K
1.44K $696K
ZTS
Zoetis Inc.

Healthcare
-444
- 23.37%
$156.48 - $175.67 $69.5K - $78K
1.46K $239K
TXN
Texas Instruments Inc

Technology
-343
- 5.01%
N/A
6.51K $1.27M
CBRE
Cbre Group, Inc.

Real Estate
-496
- 23.69%
$121.79 - $147.13 $60.4K - $73K
1.6K $208K
GWW
W.W. Grainger, Inc.

Industrials
-44
- 13.79%
$953.54 - $1132.42 $42K - $49.8K
275 $271K
IEMG
Ishares Inc

ETFs
-1.19K
- 13.1%
N/A
7.88K $422K
CMI
Cummins Inc

Industrials
-74
- 6.85%
$312.92 - $386.07 $23.2K - $28.6K
1.01K $315K
EMR
Emerson Electric CO

Industrials
-83
- 2.34%
$108.64 - $131.17 $9.02K - $10.9K
3.47K $380K
CMCSA
Comcast Corp

Communication Services
-1.16K
- 4.47%
$33.19 - $38.23 $38.4K - $44.2K
24.7K $912K
STT
State Street Corp

Financial Services
-381
- 14.0%
$84.47 - $102.23 $32.2K - $38.9K
2.34K $209K
SYY
Sysco Corp

Consumer Defensive
-660
- 19.03%
$70.0 - $77.13 $46.2K - $50.9K
2.81K $210K
GBCI
Glacier Bancorp, Inc.

Financial Services
-494
- 9.3%
$43.81 - $52.23 $21.6K - $25.8K
4.82K $213K
IVE
Ishares S&P 500 Value ETF

ETFs
-264
- 8.84%
$185.78 - $198.58 $49K - $52.4K
2.72K $518K
MSCI
Msci Inc.

Financial Services
-52
- 8.43%
$541.46 - $628.34 $28.2K - $32.7K
565 $319K
LEN
Lennar Corp

Consumer Cyclical
-30
- 1.45%
$113.93 - $141.54 $3.42K - $4.25K
2.03K $233K
CARR
Carrier Global Corp

Industrials
-401
- 10.09%
$62.07 - $70.55 $24.9K - $28.3K
3.57K $226K
AME
Ametek Inc

Industrials
-156
- 8.84%
$170.39 - $190.43 $26.6K - $29.7K
1.61K $276K
SF
Stifel Financial Corp

Financial Services
-53
- 1.86%
$91.62 - $117.6 $4.86K - $6.23K
2.79K $262K
COST
Costco Wholesale Corp

Consumer Defensive
-129
- 4.53%
$890.62 - $1076.86 $115K - $139K
2.72K $2.57M
BXP
Boston Properties Inc

Real Estate
-188
- 5.9%
$63.97 - $74.91 $12K - $14.1K
3K $201K
BKR
Baker Hughes CO

Energy
-1.17K
- 18.14%
$41.16 - $48.85 $48.1K - $57.1K
5.27K $231K
SNV
Synovus Financial Corp

Financial Services
-95
- 1.53%
$43.7 - $56.87 $4.15K - $5.4K
6.12K $286K
PH
Parker Hannifin Corp

Industrials
-23
- 4.12%
$591.65 - $707.05 $13.6K - $16.3K
535 $325K
APD
Air Products & Chemicals, Inc.

Basic Materials
-126
- 7.18%
$283.24 - $338.07 $35.7K - $42.6K
1.63K $480K
MSI
Motorola Solutions, Inc.

Technology
-15
- 2.07%
$411.73 - $482.1 $6.18K - $7.23K
708 $309K
NEE
Nextera Energy Inc

Utilities
-185
- 1.37%
$66.96 - $76.16 $12.4K - $14.1K
13.3K $941K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-200
- 8.25%
$126.11 - $135.06 $25.2K - $27K
2.22K $286K
TJX
Tjx Companies Inc

Consumer Cyclical
-254
- 3.27%
$112.81 - $126.16 $28.7K - $32K
7.51K $914K
JCI
Johnson Controls International PLC

Industrials
-362
- 4.89%
$76.12 - $90.6 $27.6K - $32.8K
7.04K $563K
MTD
Mettler Toledo International Inc

Healthcare
-11
- 5.76%
$1177.09 - $1390.0 $12.9K - $15.3K
180 $212K
REET
Ishares Global Reit ETF

ETFs
-800
- 17.66%
$23.24 - $25.16 $18.6K - $20.1K
3.73K $90K
MCO
Moodys Corp

Financial Services
-21
- 3.47%
$437.8 - $527.48 $9.19K - $11.1K
585 $272K
ATO
Atmos Energy Corp

Utilities
-308
- 13.44%
$136.51 - $154.58 $42K - $47.6K
1.98K $306K
WIT
Wipro LTD

Technology
-1.47K
- 9.15%
$3.0 - $3.77 $4.4K - $5.53K
14.5K $44K
PLTR
Palantir Technologies Inc.

Technology
-1.23K
- 11.72%
$64.98 - $124.62 $79.7K - $153K
9.24K $779K
EEM
Ishares Msci Emerging Markets

ETFs
-525
- 8.47%
$40.81 - $45.34 $21.4K - $23.8K
5.68K $248K
BK
Bank Of New York Mellon Corp

Financial Services
-573
- 10.81%
$75.42 - $88.95 $43.2K - $51K
4.73K $396K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-15
- 8.72%
$254.58 - $302.92 $3.82K - $4.54K
157 $40K
CINF
Cincinnati Financial Corp

Financial Services
-105
- 6.43%
$133.67 - $147.81 $14K - $15.5K
1.53K $225K
NI
Nisource Inc.

Utilities
-720
- 11.21%
$35.57 - $41.23 $25.6K - $29.7K
5.7K $228K
KR
Kroger CO

Consumer Defensive
-577
- 12.34%
$58.36 - $67.72 $33.7K - $39.1K
4.1K $277K
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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