Sage Mountain Advisors LLC Purchases in Q3 2025

Sage Mountain Advisors LLC

  • $1.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
178K
+ 6.55%
$59.61 - $63.09 $10.6M - $11.2M
2.89M $182M
VTI
Vanguard Total Stock Market Et

ETFs
14K
+ 3.49%
$303.93 - $329.86 $4.25M - $4.61M
414K $136M
VGIT
Vanguard Intermediate Term Tre

ETFs
198K
+ 52.95%
$58.97 - $60.36 $11.7M - $11.9M
571K $34.3M
AAPL
Apple Inc.

Technology
15.8K
+ 11.55%
$202.38 - $256.87 $3.21M - $4.07M
153K $39M
NVDA
Nvidia Corp

Technology
24.5K
+ 14.55%
$153.3 - $186.58 $3.75M - $4.57M
193K $36M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.5K
+ 1.13%
$182.33 - $194.5 $1.18M - $1.26M
583K $113M
TSLA
Tesla, Inc.

Consumer Cyclical
6.59K
+ 17.95%
$293.94 - $444.72 $1.94M - $2.93M
43.3K $19.2M
OMFL
Invesco Exchange Traded Self I

ETFs
122K
New
$57.41 - $60.45 $7.02M - $7.39M
122K $7.36M
GOOGL
Alphabet Inc.

Communication Services
11.3K
+ 22.98%
$174.36 - $254.72 $1.97M - $2.88M
60.5K $14.7M
VUG
Vanguard Growth ETF

ETFs
11K
+ 76.18%
$433.97 - $484.08 $4.77M - $5.33M
25.4K $12.2M
IQLT
Ishares Msci Intl Quality Fact

ETFs
87K
+ 6.32%
$41.43 - $44.2 $3.6M - $3.84M
1.46M $64.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
91.7K
+ 501.5%
$48.5 - $50.19 $4.45M - $4.6M
110K $5.5M
GOOG
Alphabet Inc.

Communication Services
3.93K
+ 10.26%
$175.16 - $255.24 $688K - $1M
42.2K $10.3M
AMZN
Amazon Com Inc

Consumer Cyclical
14.2K
+ 19.71%
$211.65 - $238.24 $3M - $3.38M
86.2K $18.9M
VEA
Vanguard Ftse Developed Market

ETFs
24.2K
+ 5.2%
$56.02 - $60.3 $1.36M - $1.46M
490K $29.4M
JMBS
Janus Detroit Str Tr Henderson

ETFs
55.4K
+ 14.17%
$44.34 - $45.94 $2.46M - $2.55M
447K $20.4M
IEFA
Ishares Tr

ETFs
28.7K
+ 217.15%
$81.7 - $87.53 $2.34M - $2.51M
41.9K $3.66M
SSIC
Silver Spike Investment Corp.

Healthcare
196K
+ 1913.14%
N/A
206K $2.67M
IVV
Ishares Core S&P 500 ETF

ETFs
2.76K
+ 29.85%
$620.67 - $670.08 $1.71M - $1.85M
12K $8.03M
ETN
Eaton Corp PLC

Industrials
5.55K
+ 87.57%
$342.99 - $392.76 $1.9M - $2.18M
11.9K $4.45M
JPM
Jpmorgan Chase & CO

Financial Services
2.48K
+ 4.88%
$282.78 - $316.06 $702K - $785K
53.4K $16.8M
META
Meta Platforms, Inc.

Communication Services
2.82K
+ 14.77%
$695.21 - $791.73 $1.96M - $2.23M
21.9K $16.1M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
11.5K
New
$134.94 - $145.86 $1.55M - $1.67M
11.5K $1.67M
AGNC
Agnc Investment Corp.

Real Estate
163K
New
$9.2 - $10.37 $1.5M - $1.69M
163K $1.6M
VV
Vanguard Large Cap ETF

ETFs
4.79K
+ 206.33%
$285.05 - $309.14 $1.37M - $1.48M
7.11K $2.19M
ORCL
Oracle Corp

Technology
2.21K
+ 15.31%
$218.96 - $328.33 $483K - $725K
16.6K $4.67M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.23K
+ 12.42%
$135.0 - $146.02 $841K - $909K
56.4K $8.21M
ABBV
Abb Vie Inc.

Healthcare
2.93K
+ 20.08%
$184.85 - $231.54 $542K - $679K
17.5K $4.06M
HD
Home Depot, Inc.

Consumer Cyclical
2.38K
+ 24.11%
$357.4 - $423.42 $851K - $1.01M
12.3K $4.96M
VONV
Vanguard Russell 1000 Value Et

ETFs
12.9K
+ 50.73%
$84.55 - $89.54 $1.09M - $1.16M
38.5K $3.44M
JNJ
Johnson & Johnson

Healthcare
3.55K
+ 19.25%
$155.17 - $185.42 $551K - $659K
22K $4.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.78K
+ 10.12%
$459.11 - $506.91 $815K - $900K
19.3K $9.72M
PLTR
Palantir Technologies Inc.

Technology
2.85K
+ 21.96%
$130.68 - $186.97 $372K - $532K
15.8K $2.88M
IDEV
Ishares Core Msci Intl Develop

ETFs
13.2K
+ 224.47%
$74.68 - $80.26 $985K - $1.06M
19.1K $1.53M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.86K
+ 0.86%
$68.24 - $73.73 $127K - $137K
217K $16M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.52K
+ 37.63%
$224.68 - $282.71 $566K - $712K
9.21K $2.57M
WEC
Wec Energy Group, Inc.

Utilities
8.83K
New
$103.66 - $114.59 $916K - $1.01M
8.83K $1.01M
BX
Blackstone Inc.

Financial Services
5.05K
+ 87.03%
$152.77 - $188.68 $772K - $953K
10.9K $1.85M
CVX
Chevron Corp

Energy
5.07K
+ 43.49%
$145.57 - $161.83 $738K - $821K
16.7K $2.6M
LLY
Eli Lilly & CO

Healthcare
1.34K
+ 23.41%
$625.65 - $812.69 $840K - $1.09M
7.07K $5.4M
UNH
Unitedhealth Group Inc

Healthcare
2.02K
+ 32.18%
$237.77 - $353.61 $479K - $713K
8.28K $2.86M
SPY
Spdr S&P 500 ETF Trust

ETFs
24
+ 0.14%
$617.65 - $666.84 $14.8K - $16K
17.3K $11.5M
XOM
Exxon Mobil Corp

Energy
5.51K
+ 12.84%
$105.83 - $117.22 $583K - $646K
48.4K $5.46M
V
Visa Inc.

Financial Services
2.96K
+ 20.19%
$332.09 - $358.86 $982K - $1.06M
17.6K $6.01M
NEE
Nextera Energy Inc

Utilities
9.36K
+ 61.16%
$69.77 - $77.54 $653K - $726K
24.7K $1.86M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2K
+ 1.89%
$51.78 - $57.89 $104K - $116K
108K $6.19M
TMO
Thermo Fisher Scientific Inc.

Healthcare
982
+ 38.06%
$404.94 - $499.99 $398K - $491K
3.56K $1.73M
C
Citigroup Inc

Financial Services
4.55K
+ 36.14%
$85.57 - $103.49 $389K - $471K
17.1K $1.74M
GE
General Electric CO

Industrials
1.15K
+ 17.87%
$244.75 - $305.63 $281K - $351K
7.58K $2.28M
Activity Summary
Buys All Purchases 320 New Holdings 81 Increased Positions 239 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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