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
MPC
Marathon Petroleum Corp

Energy
2.9K
+ 128.5%
$158.59 - $198.69 $461K - $577K
5.16K $995K
WMT
Walmart Inc.

Consumer Defensive
3.53K
+ 9.07%
$94.4 - $104.27 $334K - $368K
42.5K $4.38M
APH
Amphenol Corp

Technology
2.09K
+ 17.1%
$97.39 - $125.4 $204K - $262K
14.3K $1.77M
LOW
Lowes Companies Inc

Consumer Cyclical
1.65K
+ 34.29%
$215.01 - $273.02 $354K - $449K
6.44K $1.62M
RTX
Raytheon Technologies Corp

Industrials
1.88K
+ 19.52%
$144.19 - $167.33 $271K - $314K
11.5K $1.92M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
913
New
$534.91 - $598.71 $488K - $547K
913 $513K
SNPS
Synopsys Inc

Technology
1.02K
New
$387.78 - $645.35 $397K - $661K
1.02K $505K
CSCO
Cisco Systems, Inc.

Technology
7.85K
+ 18.4%
$66.2 - $71.79 $520K - $564K
50.5K $3.46M
DHI
Horton D R Inc

Consumer Cyclical
2.91K
New
$129.82 - $184.04 $377K - $535K
2.91K $492K
AOS
Smith A O Corp

Industrials
6.64K
New
$67.24 - $74.3 $447K - $494K
6.64K $487K
MUB
Ishares National Muni Bond ETF

ETFs
4.52K
New
$103.24 - $106.68 $466K - $482K
4.52K $481K
WDC
Western Digital Corp

Technology
4K
New
$63.84 - $120.06 $255K - $480K
4K $479K
DUK
Duke Energy Corp

Utilities
3.7K
+ 101.29%
$116.31 - $125.93 $430K - $465K
7.34K $908K
CMI
Cummins Inc

Industrials
862
+ 73.55%
$327.85 - $426.39 $283K - $368K
2.03K $859K
MU
Micron Technology Inc

Technology
1.19K
+ 18.75%
$104.88 - $168.89 $124K - $200K
7.51K $1.26M
AXP
American Express CO

Financial Services
1.22K
+ 24.21%
$294.27 - $342.31 $360K - $418K
6.27K $2.08M
MA
Mastercard Inc

Financial Services
742
+ 12.83%
$550.18 - $598.96 $408K - $444K
6.52K $3.71M
FSS
Federal Signal Corp

Industrials
3.85K
New
$104.86 - $129.8 $404K - $500K
3.85K $457K
SO
Southern CO

Utilities
4.36K
+ 37.95%
$90.83 - $96.0 $396K - $418K
15.8K $1.5M
RF
Regions Financial Corp

Financial Services
16.9K
New
$24.03 - $27.41 $405K - $462K
16.9K $444K
MDT
Medtronic PLC

Healthcare
4.28K
+ 131.33%
$87.67 - $95.74 $375K - $410K
7.54K $718K
WFC
Wells Fargo & Company

Financial Services
4.28K
+ 20.91%
$77.05 - $85.16 $329K - $364K
24.7K $2.07M
URI
United Rentals, Inc.

Industrials
454
New
$774.14 - $975.23 $351K - $443K
454 $433K
NFLX
Netflix Inc

Communication Services
735
+ 22.91%
$1147.87 - $1297.18 $844K - $953K
3.94K $4.73M
CAT
Caterpillar Inc

Industrials
317
+ 10.11%
$390.92 - $477.15 $124K - $151K
3.45K $1.65M
STX
Seagate Technology Holdings PLC

Technology
1.77K
New
$142.01 - $236.06 $251K - $417K
1.77K $416K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.45K
+ 3048.63%
$87.05 - $93.19 $387K - $415K
4.6K $427K
CDNS
Cadence Design Systems Inc

Technology
1.06K
+ 113.23%
$309.46 - $373.37 $328K - $396K
2K $701K
AMD
Advanced Micro Devices Inc

Technology
1.36K
+ 14.47%
$134.8 - $184.42 $183K - $250K
10.7K $1.73M
T
At&T Inc.

Communication Services
15.3K
+ 29.26%
$26.94 - $29.62 $412K - $453K
67.6K $1.91M
IQV
Iqvia Holdings Inc.

Healthcare
2.08K
New
$157.68 - $200.82 $328K - $417K
2.08K $394K
TJX
Tjx Companies Inc

Consumer Cyclical
1.56K
+ 20.43%
$121.35 - $144.54 $189K - $226K
9.2K $1.33M
INTC
Intel Corp

Technology
4.58K
+ 22.77%
$19.31 - $35.5 $88.5K - $163K
24.7K $829K
UBER
Uber Technologies, Inc

Technology
3.27K
+ 33.74%
$86.91 - $99.57 $284K - $325K
12.9K $1.27M
IAU
Ishares Gold Trust

ETFs
334
+ 1.02%
$61.62 - $72.77 $20.6K - $24.3K
33K $2.4M
CLX
Clorox CO

Consumer Defensive
2.95K
New
$117.67 - $131.43 $347K - $388K
2.95K $363K
MRK
Merck & Co., Inc.

Healthcare
2.78K
+ 10.76%
$77.6 - $87.37 $216K - $243K
28.6K $2.4M
PEP
Pepsico Inc

Consumer Defensive
2.01K
+ 24.05%
$133.81 - $152.16 $269K - $306K
10.4K $1.46M
COF
Capital One Financial Corp

Financial Services
1.66K
+ 162.75%
$207.29 - $229.74 $344K - $381K
2.68K $569K
KLAC
Kla Corp

Technology
132
+ 11.61%
$843.9 - $1078.6 $111K - $142K
1.27K $1.37M
GLDM
World Gold Trust

ETFs
3.03K
+ 27.94%
$64.73 - $76.45 $196K - $231K
13.9K $1.06M
GD
General Dynamics Corp

Industrials
907
+ 114.81%
$293.92 - $341.0 $267K - $309K
1.7K $578K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
428
+ 0.28%
$70.77 - $73.59 $30.3K - $31.5K
153K $11.2M
BIIB
Biogen Inc.

Healthcare
2.39K
New
$122.68 - $148.84 $293K - $356K
2.39K $334K
CPB
Campbell Soup CO

Consumer Defensive
10.5K
New
$30.41 - $34.03 $319K - $357K
10.5K $330K
DD
Du Pont De Nemours, Inc.

Basic Materials
4.19K
New
$69.9 - $78.26 $293K - $328K
4.19K $326K
AMAT
Applied Materials Inc

Technology
921
+ 15.31%
$156.25 - $204.95 $144K - $189K
6.94K $1.42M
HAL
Halliburton CO

Energy
12.8K
New
$20.5 - $25.11 $262K - $321K
12.8K $314K
NSC
Norfolk Southern Corp

Industrials
714
+ 32.34%
$259.49 - $300.41 $185K - $214K
2.92K $877K
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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