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
EVRG
Evergy, Inc.

Utilities
-742
- 11.87%
$59.9 - $69.52 $44.4K - $51.6K
5.51K $379K
FVD
First Tr Value Line Divid Inde

ETFs
-407
- 2.67%
$42.61 - $45.51 $17.3K - $18.5K
14.9K $662K
VOE
Vanguard Mid Cap Value Index F

ETFs
-14
- 1.93%
$156.61 - $168.02 $2.19K - $2.35K
712 $114K
MO
Altria Group, Inc.

Consumer Defensive
-1.23K
- 13.29%
$50.81 - $60.02 $62.6K - $74K
8.05K $482K
C
Citigroup Inc

Financial Services
-115
- 1.08%
$67.23 - $84.63 $7.73K - $9.73K
10.6K $749K
UNH
Unitedhealth Group Inc

Healthcare
-223
- 3.41%
$461.52 - $548.18 $103K - $122K
6.32K $3.31M
UYLD
Angel Oak Fds Tr Ultrashort In
-909
- 1.34%
N/A
66.7K $0
Lam Research Corp
-6
- 0.07%
N/A
9.2K $0
Core Scientific Inc New
-79
- 0.53%
N/A
14.7K $0
Sila Realty Trust Inc
-780
- 4.7%
N/A
15.8K $0
Te Connectivity PLC
-2
- 0.14%
N/A
1.43K $0
UBS
Ubs Group Ag

Financial Services
-25
- 0.23%
$30.28 - $35.78 $757 - $895
10.9K $334K
SAP
Sap Se

Technology
-175
- 7.88%
$241.4 - $293.69 $42.2K - $51.4K
2.05K $549K
GRMN
Garmin LTD

Technology
-69
- 4.26%
$204.55 - $241.93 $14.1K - $16.7K
1.55K $336K
HLN
Haleon PLC

Healthcare
-243
- 2.16%
$9.02 - $10.67 $2.19K - $2.59K
11K $113K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-105
- 0.56%
$25.77 - $27.6 $2.71K - $2.9K
18.6K $494K
AFL
Aflac Inc

Financial Services
-244
- 5.54%
$100.99 - $111.19 $24.6K - $27.1K
4.16K $462K
DTE
Dte Energy CO

Utilities
-273
- 10.62%
$117.6 - $138.27 $32.1K - $37.7K
2.3K $317K
MAA
Mid America Apartment Communities Inc.

Real Estate
-71
- 4.87%
$146.9 - $170.92 $10.4K - $12.1K
1.39K $232K
COP
Conocophillips

Energy
-433
- 4.51%
$88.6 - $105.85 $38.4K - $45.8K
9.17K $963K
MU
Micron Technology Inc

Technology
-4
- 0.07%
$86.89 - $109.38 $348 - $438
6.13K $532K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-135
- 1.26%
$11.66 - $14.98 $1.57K - $2.02K
10.6K $144K
CME
Cme Group Inc.

Financial Services
-93
- 7.0%
$225.82 - $266.54 $21K - $24.8K
1.24K $327K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-5
- 0.03%
$14.13 - $16.72 $70.7 - $83.6
19.8K $306K
AON
Aon PLC

Financial Services
-101
- 6.3%
$348.44 - $409.32 $35.2K - $41.3K
1.5K $599K
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.3K
- 4.43%
$56.51 - $62.98 $130K - $145K
49.6K $3.01M
WCN
Waste Connections, Inc.

Industrials
-55
- 2.84%
$169.89 - $195.19 $9.34K - $10.7K
1.88K $366K
AZO
Autozone Inc

Consumer Cyclical
-32
- 12.26%
$3193.96 - $3828.11 $102K - $122K
229 $873K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-722
- 4.17%
$9.49 - $14.83 $6.85K - $10.7K
16.6K $225K
VTV
Vanguard Value ETF

ETFs
-21
- 0.12%
$167.73 - $179.21 $3.52K - $3.76K
18.2K $3.14M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-16
- 0.13%
$68.32 - $75.06 $1.09K - $1.2K
12.6K $944K
MCD
Mcdonalds Corp

Consumer Cyclical
-109
- 2.43%
$279.74 - $321.29 $30.5K - $35K
4.38K $1.37M
MCK
Mckesson Corp

Healthcare
-102
- 7.58%
$566.21 - $672.99 $57.8K - $68.6K
1.24K $836K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-63
- 4.83%
$402.49 - $513.76 $25.4K - $32.4K
1.24K $602K
NFLX
Netflix Inc

Communication Services
-43
- 1.5%
$828.4 - $1058.6 $35.6K - $45.5K
2.83K $2.63M
TMUS
T Mobile Us, Inc.

Communication Services
-42
- 1.3%
$211.3 - $272.83 $8.87K - $11.5K
3.2K $853K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-218
- 0.11%
$152.57 - $163.66 $33.3K - $35.7K
191K $30M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-5.39K
- 2.48%
$58.01 - $64.46 $312K - $347K
212K $13.1M
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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