Sage Mountain Advisors LLC Sells in Q2 2025

Sage Mountain Advisors LLC

  • $1.51 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-999
- 11.28%
$45.11 - $52.34 $45.1K - $52.3K
7.85K $411K
DUK
Duke Energy Corp

Utilities
-196
- 5.1%
$112.46 - $124.05 $22K - $24.3K
3.65K $430K
TFC
Truist Financial Corp

Financial Services
-1.25K
- 13.52%
$34.79 - $42.99 $43.3K - $53.6K
7.97K $342K
GD
General Dynamics Corp

Industrials
-176
- 18.22%
$247.68 - $291.66 $43.6K - $51.3K
790 $230K
SPG
Simon Property Group Inc

Real Estate
-97
- 3.22%
$140.37 - $171.44 $13.6K - $16.6K
2.92K $468K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-1.56K
- 7.88%
$12.23 - $15.46 $19.1K - $24.1K
18.2K $275K
AZO
Autozone Inc

Consumer Cyclical
-2
- 0.87%
$3478.38 - $3880.15 $6.96K - $7.76K
227 $842K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-219
- 2.18%
$121.58 - $136.74 $26.6K - $29.9K
9.83K $1.33M
ABC
Amerisourcebergen Corp

Healthcare
-138
- 13.62%
N/A
875 $162K
NVO
Novo Nordisk A S

Healthcare
-320
- 5.46%
$58.08 - $81.05 $18.6K - $25.9K
5.54K $382K
SAP
Sap Se

Technology
-302
- 14.76%
$237.53 - $309.8 $71.7K - $93.6K
1.74K $530K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-307
- 5.74%
$83.54 - $100.04 $25.6K - $30.7K
5.04K $501K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.67K
- 16.49%
$29.15 - $44.46 $48.5K - $74K
8.43K $365K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-785
- 12.54%
$39.89 - $49.46 $31.3K - $38.8K
5.47K $270K
MSCI
Msci Inc.

Financial Services
-32
- 5.66%
$506.56 - $576.74 $16.2K - $18.5K
533 $307K
WIT
Wipro LTD

Technology
-3.79K
- 26.07%
$2.7 - $3.09 $10.2K - $11.7K
10.8K $32K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-215
- 27.35%
$62.73 - $78.42 $13.5K - $16.9K
571 $44K
IBB
Ishares Biotechnology ETF

ETFs
-60
- 44.44%
$112.02 - $129.0 $6.72K - $7.74K
75 $9K
IEMG
Ishares Inc

ETFs
-109
- 1.38%
N/A
7.77K $416K
NSC
Norfolk Southern Corp

Industrials
-204
- 8.46%
$206.34 - $257.46 $42.1K - $52.5K
2.21K $565K
STT
State Street Corp

Financial Services
-422
- 18.03%
$75.33 - $106.34 $31.8K - $44.9K
1.92K $203K
HLN
Haleon PLC

Healthcare
-408
- 3.71%
$9.27 - $11.41 $3.78K - $4.66K
10.6K $109K
FISV
Fiserv Inc

Technology
-14
- 0.53%
N/A
2.65K $331K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-565
- 12.57%
$57.41 - $74.81 $32.4K - $42.3K
3.93K $292K
UYLD
Angel Oak Fds Tr Ultrashort In
-6.31K
- 9.45%
N/A
60.4K $0
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-15
- 2.59%
$67.03 - $80.35 $1.01K - $1.21K
565 $45K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-285
- 9.77%
$58.41 - $72.69 $16.6K - $20.7K
2.63K $191K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-7
- 18.42%
$180.84 - $240.32 $1.27K - $1.68K
31 $7K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-23
- 3.5%
$81.46 - $94.63 $1.87K - $2.18K
635 $60K
Sila Realty Trust Inc
-3.08K
- 19.46%
N/A
12.8K $0
Vanguard Mun Bd Fds
-1.53K
- 33.84%
N/A
2.98K $0
Kenvue Inc
-956
- 5.49%
N/A
16.5K $0
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-1.88K
- 11.32%
$11.9 - $15.57 $22.3K - $29.2K
14.7K $225K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-4.1K
- 11.3%
N/A
32.2K $0
MFG
Mizuho Financial Group Inc

Financial Services
-302
- 1.04%
$4.25 - $5.66 $1.28K - $1.71K
28.9K $160K
Lam Research Corp
-3.91K
- 42.52%
N/A
5.29K $0
MMM
3 M CO

Industrials
-75
- 2.82%
$126.09 - $154.15 $9.46K - $11.6K
2.59K $393K
SF
Stifel Financial Corp

Financial Services
-236
- 8.46%
$76.49 - $103.78 $18.1K - $24.5K
2.55K $264K
RELX
Relx PLC

Communication Services
-394
- 6.74%
$45.31 - $55.66 $17.9K - $21.9K
5.45K $296K
MCO
Moodys Corp

Financial Services
-37
- 6.32%
$396.7 - $501.59 $14.7K - $18.6K
548 $274K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-54
- 2.43%
$114.78 - $133.31 $6.2K - $7.2K
2.17K $289K
CARR
Carrier Global Corp

Industrials
-317
- 8.87%
$55.55 - $75.83 $17.6K - $24K
3.26K $238K
IXUS
Ishares Tr

ETFs
-265
- 5.87%
$62.37 - $77.63 $16.5K - $20.6K
4.25K $328K
SNV
Synovus Financial Corp

Financial Services
-331
- 5.41%
$38.27 - $51.75 $12.7K - $17.1K
5.79K $299K
ASML
Asml Holding Nv

Technology
-85
- 14.12%
$595.37 - $815.24 $50.6K - $69.3K
517 $414K
EEM
Ishares Msci Emerging Markets

ETFs
-185
- 3.26%
$38.52 - $48.28 $7.13K - $8.93K
5.49K $264K
ADM
Archer Daniels Midland CO

Consumer Defensive
-96
- 1.86%
$41.79 - $54.16 $4.01K - $5.2K
5.06K $267K
UBS
Ubs Group Ag

Financial Services
-319
- 2.92%
$26.12 - $33.82 $8.33K - $10.8K
10.6K $358K
AYI
Acuity Brands Inc

Industrials
-61
- 4.56%
$223.31 - $304.18 $13.6K - $18.6K
1.28K $380K
Activity Summary
Buys All Purchases 270 New Holdings 60 Increased Positions 210 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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