Sage Mountain Advisors LLC Sells in Q3 2024

Sage Mountain Advisors LLC

  • $1.16 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-79K
- 2.39%
$50.52 - $50.95 $3.99M - $4.02M
3.22M $164M
GOOG
Alphabet Inc.

Communication Services
-367
- 1.06%
$149.54 - $192.66 $54.9K - $70.7K
34.3K $5.74M
VIG
Vanguard Dividend Appreciation

ETFs
-2.89K
- 68.2%
$182.15 - $182.15 $527K - $527K
1.35K $245K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.85K
- 9.26%
$91.42 - $91.82 $443K - $445K
47.5K $4.36M
HYD
Vaneck High Yield Muni ETF

ETFs
-7.4K
- 29.21%
$51.46 - $53.07 $381K - $393K
17.9K $951K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
-16.9K
- 12.64%
$14.84 - $16.4 $250K - $277K
117K $1.81M
INTC
Intel Corp

Technology
-3.97K
- 21.83%
$18.9 - $34.87 $75K - $138K
14.2K $333K
ABNB
Airbnb, Inc.

Consumer Cyclical
-62
- 0.84%
$113.01 - $154.34 $7.01K - $9.57K
7.28K $923K
VONG
Vanguard Russell 1000 Growth E

ETFs
-3.14K
- 6.89%
$85.48 - $98.39 $268K - $309K
42.5K $4.1M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-2.43K
- 3.99%
$74.82 - $74.82 $182K - $182K
58.4K $4.37M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.89K
- 91.31%
$36.02 - $41.68 $140K - $162K
370 $15K
GD
General Dynamics Corp

Industrials
-466
- 36.24%
$279.51 - $308.09 $130K - $144K
820 $247K
MCK
Mckesson Corp

Healthcare
-106
- 13.84%
$479.06 - $630.38 $50.8K - $66.8K
660 $326K
CVX
Chevron Corp

Energy
-79
- 0.7%
$137.88 - $161.97 $10.9K - $12.8K
11.3K $1.66M
SNPS
Synopsys Inc

Technology
-90
- 14.38%
$463.97 - $621.3 $41.8K - $55.9K
536 $271K
DUK
Duke Energy Corp

Utilities
-1.31K
- 38.3%
$99.35 - $117.71 $130K - $155K
2.12K $243K
EEM
Ishares Msci Emerging Markets

ETFs
-3.06K
- 20.94%
$40.42 - $46.7 $124K - $143K
11.5K $529K
HEZU
Ishares Currency Hedged Msci E

ETFs
-2.79K
- 15.3%
$33.46 - $37.07 $93.3K - $103K
15.4K $567K
IEV
Ishares Tr Europe ETF

ETFs
-1.73K
- 37.97%
$53.25 - $58.78 $92K - $102K
2.82K $164K
BA
Boeing CO

Industrials
-112
- 5.64%
$152.04 - $190.6 $17K - $21.3K
1.87K $284K
HBAN
Huntington Bancshares Inc

Financial Services
-7.13K
- 37.64%
$12.84 - $15.15 $91.6K - $108K
11.8K $173K
SO
Southern CO

Utilities
-1.82K
- 25.46%
$77.0 - $90.52 $140K - $165K
5.34K $481K
PRU
Prudential Financial Inc

Financial Services
-679
- 26.63%
$105.53 - $127.32 $71.7K - $86.5K
1.87K $226K
ELV
Elevance Health, Inc.

Healthcare
-43
- 2.65%
$500.12 - $562.29 $21.5K - $24.2K
1.58K $822K
ADP
Automatic Data Processing Inc

Industrials
-533
- 22.44%
$233.44 - $279.45 $124K - $149K
1.84K $509K
SPG
Simon Property Group Inc

Real Estate
-679
- 17.29%
$146.09 - $170.11 $99.2K - $116K
3.25K $548K
HON
Honeywell International Inc

Industrials
-61
- 1.28%
$196.73 - $220.21 $12K - $13.4K
4.72K $975K
VO
Vanguard Mid Cap ETF

ETFs
-1.79K
- 9.07%
$237.84 - $263.83 $426K - $472K
18K $4.74M
SLB
Schlumberger Limited

Energy
-92
- 1.25%
$39.57 - $49.67 $3.64K - $4.57K
7.25K $304K
GM
General Motors CO

Consumer Cyclical
-618
- 7.23%
$39.95 - $49.9 $24.7K - $30.8K
7.93K $355K
ED
Consolidated Edison Inc

Utilities
-786
- 25.13%
$88.42 - $104.97 $69.5K - $82.5K
2.34K $243K
MRO
Marathon Oil Corp

Energy
-460
- 4.72%
$25.87 - $29.26 $11.9K - $13.5K
9.28K $247K
GLD
Spdr Gold Trust

ETFs
-330
- 18.02%
$215.56 - $246.98 $71.1K - $81.5K
1.5K $364K
IDXX
Idexx Laboratories Inc

Healthcare
-73
- 11.59%
$455.08 - $517.19 $33.2K - $37.8K
557 $281K
CSX
Csx Corp

Industrials
-937
- 11.99%
$32.48 - $35.45 $30.4K - $33.2K
6.88K $237K
COF
Capital One Financial Corp

Financial Services
-266
- 16.09%
$131.42 - $153.05 $35K - $40.7K
1.39K $207K
DIS
Walt Disney CO

Communication Services
-2
- 0.03%
$85.6 - $98.61 $171 - $197
5.93K $569K
WM
Waste Management Inc

Industrials
-53
- 3.74%
$196.96 - $223.45 $10.4K - $11.8K
1.36K $283K
EMR
Emerson Electric CO

Industrials
-139
- 4.33%
$98.19 - $118.87 $13.6K - $16.5K
3.07K $335K
ADM
Archer Daniels Midland CO

Consumer Defensive
-229
- 4.87%
$57.96 - $65.72 $13.3K - $15K
4.48K $267K
AIG
American International Group, Inc.

Financial Services
-105
- 1.26%
$70.16 - $79.23 $7.37K - $8.32K
8.23K $602K
VNQ
Vanguard Specialized Funds Van

ETFs
-230
- 48.42%
$82.97 - $98.97 $19.1K - $22.8K
245 $23K
FISV
Fiserv Inc

Technology
-128
- 5.23%
N/A
2.32K $290K
JBBB
Janus Detroit Str Tr Henderson

ETFs
-147
- 0.48%
$48.27 - $49.33 $7.1K - $7.25K
30.4K $1.49M
EPD
Enterprise Products Partners L.P.

Energy
-500
- 6.41%
$27.88 - $30.0 $13.9K - $15K
7.3K $212K
IEMG
Ishares Inc

ETFs
-218
- 2.66%
$53.64 - $53.64 $11.7K - $11.7K
7.97K $427K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-129
- 10.63%
$76.94 - $79.54 $9.93K - $10.3K
1.08K $86K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-3
- 0.26%
$460.0 - $505.78 $1.38K - $1.52K
1.16K $539K
FCX
Freeport Mcmoran Inc

Basic Materials
-238
- 2.7%
$39.52 - $51.92 $9.41K - $12.4K
8.57K $427K
Activity Summary
Buys All Purchases 272 New Holdings 82 Increased Positions 190 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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