Sage Mountain Advisors LLC Purchases in Q4 2025

Sage Mountain Advisors LLC

  • $1.83 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.28M
+ 34.2%
$50.55 - $50.74 $64.7M - $64.9M
5.02M $254M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
590K
New
$50.85 - $51.0 $30M - $30.1M
590K $30M
CHD
Church & Dwight CO Inc

Consumer Defensive
136K
+ 1951.48%
$81.8 - $90.01 $11.2M - $12.3M
143K $12.1M
GBDC
Golub Capital Bdc, Inc.

Financial Services
332K
+ 10.98%
$13.33 - $14.31 $4.43M - $4.76M
3.36M $46.5M
VGIT
Vanguard Intermediate Term Tre

ETFs
68.3K
+ 11.96%
$59.84 - $60.54 $4.09M - $4.14M
640K $38.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
72.4K
+ 65.84%
$49.98 - $50.59 $3.62M - $3.66M
182K $9.16M
NOW
Service Now, Inc.

Technology
4.53K
+ 305.6%
$835.79 - $946.29 $3.78M - $4.28M
6.01K $5.02M
IQLT
Ishares Msci Intl Quality Fact

ETFs
38.2K
+ 2.61%
$43.84 - $45.35 $1.68M - $1.73M
1.5M $67.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
11.1K
+ 367.46%
$185.12 - $192.11 $2.06M - $2.14M
14.2K $2.65M
VEA
Vanguard Ftse Developed Market

ETFs
22.2K
+ 4.53%
$59.18 - $62.09 $1.31M - $1.38M
512K $31.4M
LLY
Eli Lilly & CO

Healthcare
58
+ 0.82%
$799.57 - $1025.28 $46.4K - $59.5K
7.13K $7.29M
AMZN
Amazon Com Inc

Consumer Cyclical
2.38K
+ 2.77%
$213.04 - $254.0 $508K - $606K
88.6K $20.8M
VTI
Vanguard Total Stock Market Et

ETFs
2.77K
+ 0.67%
$321.8 - $337.95 $891K - $936K
417K $138M
VB
Vanguard Small Cap ETF

ETFs
6.04K
+ 13.34%
$248.1 - $260.08 $1.5M - $1.57M
51.3K $12.8M
VIG
Vanguard Dividend Appreciation

ETFs
6.84K
+ 161.19%
N/A
11.1K $2.02M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.03K
+ 1.25%
$600.51 - $631.95 $616K - $648K
82.8K $51.2M
GLDM
World Gold Trust

ETFs
12.3K
+ 89.04%
$76.32 - $86.69 $942K - $1.07M
26.2K $2.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.57K
+ 9.07%
$653.02 - $687.39 $1.02M - $1.08M
18.8K $12.5M
TPL
Texas Pacific Land Corp

Energy
955
+ 211.28%
$889.25 - $1022.65 $849K - $977K
1.41K $1.44M
ACWI
Ishares Msci Acwi ETF

ETFs
6.99K
+ 868.07%
$135.71 - $142.56 $948K - $996K
7.79K $1.09M
JMBS
Janus Detroit Str Tr Henderson

ETFs
21.3K
+ 4.76%
$45.54 - $46.2 $969K - $983K
468K $21.3M
BK
Bank Of New York Mellon Corp

Financial Services
7.61K
New
$104.54 - $112.64 $795K - $857K
7.61K $840K
SSIC
Silver Spike Investment Corp.

Healthcare
61.7K
+ 29.91%
N/A
268K $3.47M
MU
Micron Technology Inc

Technology
524
+ 6.98%
$181.6 - $253.3 $95.2K - $133K
8.03K $1.98M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2.67K
New
$256.75 - $275.06 $687K - $736K
2.67K $721K
SSO
Proshares Ultra S&P 500

ETFs
5.45K
+ 100.0%
$107.49 - $118.65 $586K - $647K
10.9K $1.23M
D
Dominion Energy, Inc

Utilities
9.12K
New
$58.49 - $61.69 $533K - $562K
9.12K $552K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
50.1K
+ 1.73%
$61.42 - $63.67 $3.08M - $3.19M
2.94M $182M
JBBB
Janus Detroit Str Tr Henderson

ETFs
10.3K
+ 56.55%
$47.78 - $48.21 $492K - $497K
28.5K $1.37M
NI
Nisource Inc.

Utilities
11.3K
New
$42.11 - $44.17 $475K - $499K
11.3K $484K
APP
App Lovin Corp

Technology
963
+ 222.4%
$552.64 - $704.09 $532K - $678K
1.4K $778K
FDX
Fedex Corp

Industrials
1.76K
New
$224.63 - $268.67 $396K - $473K
1.76K $466K
XLE
Energy Sector Spdr

ETFs
4.78K
+ 100.74%
$85.22 - $92.02 $407K - $439K
9.52K $875K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.8K
+ 127.35%
$219.27 - $238.71 $395K - $430K
3.22K $725K
IFRA
Ishares Tr

ETFs
7.68K
New
$52.02 - $54.04 $400K - $415K
7.68K $400K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
6.12K
New
N/A
6.12K $396K
AMGN
Amgen Inc

Healthcare
262
+ 5.32%
$290.13 - $341.71 $76K - $89.5K
5.19K $1.77M
PWR
Quanta Services, Inc.

Industrials
878
New
$412.21 - $453.83 $362K - $398K
878 $376K
ISRG
Intuitive Surgical Inc

Healthcare
272
+ 12.07%
$429.59 - $576.2 $117K - $157K
2.53K $1.38M
QCOM
Qualcomm Inc

Technology
2.13K
+ 30.7%
$153.59 - $187.68 $327K - $399K
9.05K $1.51M
SYF
Synchrony Financial

Financial Services
4.84K
New
$68.02 - $75.49 $329K - $365K
4.84K $353K
MAR
Marriott International Inc

Consumer Cyclical
1.23K
New
$259.04 - $291.9 $318K - $358K
1.23K $350K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.15K
+ 64.96%
$160.66 - $181.39 $346K - $390K
5.47K $932K
PEG
Public Service Enterprise Group Inc

Utilities
3.9K
New
$79.86 - $84.83 $312K - $331K
3.9K $323K
STZ
Constellation Brands, Inc.

Consumer Defensive
2.44K
New
$127.65 - $142.97 $311K - $349K
2.44K $315K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.96K
New
$85.04 - $106.29 $252K - $315K
2.96K $310K
CAT
Caterpillar Inc

Industrials
92
+ 2.66%
$480.82 - $585.49 $44.2K - $53.9K
3.55K $1.96M
EMR
Emerson Electric CO

Industrials
2.41K
New
$126.01 - $140.03 $304K - $338K
2.41K $307K
CMS
Cms Energy Corp

Utilities
4.11K
+ 100.44%
$71.83 - $75.31 $295K - $309K
8.2K $606K
Activity Summary
Buys All Purchases 233 New Holdings 60 Increased Positions 173 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 0 Puts 0
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