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
PSX
Phillips 66

Energy
2.04K
+ 94.83%
$118.37 - $139.46 $241K - $284K
4.18K $568K
APP
App Lovin Corp

Technology
433
New
$335.1 - $718.54 $145K - $311K
433 $311K
MCD
Mcdonalds Corp

Consumer Cyclical
832
+ 17.41%
$291.67 - $316.99 $243K - $264K
5.61K $1.7M
EA
Electronic Arts Inc.

Communication Services
1.53K
New
$147.79 - $202.05 $226K - $309K
1.53K $308K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
4.08K
New
$68.95 - $75.02 $281K - $306K
4.08K $305K
GL
Globe Life Inc.

Financial Services
2.14K
New
$117.6 - $146.55 $251K - $313K
2.14K $305K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.01K
+ 92.63%
$132.9 - $142.03 $267K - $285K
4.18K $589K
ASML
Asml Holding Nv

Technology
214
+ 41.39%
$689.63 - $968.09 $148K - $207K
731 $707K
PM
Philip Morris International Inc.

Consumer Defensive
2.95K
+ 31.48%
$157.77 - $183.27 $465K - $541K
12.3K $2M
CF
Cf Industries Holdings, Inc.

Basic Materials
3.25K
New
$80.91 - $98.75 $263K - $321K
3.25K $291K
HCA
Hca Healthcare, Inc.

Healthcare
546
+ 44.03%
$334.32 - $426.2 $183K - $233K
1.79K $761K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.02K
+ 155.83%
$159.87 - $247.68 $323K - $500K
3.31K $589K
FRT
Federal Realty Investment Trust

Real Estate
2.79K
New
$90.61 - $102.67 $252K - $286K
2.79K $282K
ALLE
Allegion PLC

Industrials
1.59K
New
$145.55 - $179.33 $231K - $285K
1.59K $281K
AFL
Aflac Inc

Financial Services
2.32K
+ 66.83%
$98.09 - $111.7 $227K - $259K
5.78K $646K
EXPD
Expeditors International Of Washington Inc

Industrials
2.27K
New
$111.37 - $124.95 $253K - $284K
2.27K $278K
PNR
Pentair PLC

Industrials
2.5K
New
$100.62 - $112.59 $251K - $281K
2.5K $276K
GM
General Motors CO

Consumer Cyclical
3.17K
+ 46.86%
$48.89 - $61.24 $155K - $194K
9.95K $606K
VZ
Verizon Communications Inc

Communication Services
5.75K
+ 22.12%
$40.84 - $45.06 $235K - $259K
31.8K $1.4M
PRU
Prudential Financial Inc

Financial Services
2.58K
New
$100.68 - $109.89 $260K - $284K
2.58K $268K
WBD
Warner Bros. Discovery, Inc.

Communication Services
13.7K
New
$10.78 - $19.82 $148K - $272K
13.7K $268K
XYL
Xylem Inc.

Industrials
1.78K
New
$129.67 - $147.5 $231K - $262K
1.78K $262K
SPSB
Spdr Portfolio Short Term Corp

ETFs
8.5K
New
$30.02 - $30.29 $255K - $257K
8.5K $257K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.94K
New
$96.73 - $137.09 $187K - $265K
1.94K $256K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.88K
New
$39.06 - $43.42 $230K - $255K
5.88K $255K
CNC
Centene Corp

Healthcare
7.14K
New
$25.21 - $56.65 $180K - $405K
7.14K $254K
GWW
W.W. Grainger, Inc.

Industrials
293
+ 98.32%
$932.44 - $1059.49 $273K - $310K
591 $563K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
5.25K
New
$47.76 - $48.46 $251K - $254K
5.25K $253K
KKR
Kkr & Co. Inc.

Financial Services
1.92K
New
$129.95 - $152.16 $249K - $291K
1.92K $248K
GLD
Spdr Gold Trust

ETFs
393
+ 18.71%
$300.96 - $355.47 $118K - $140K
2.49K $886K
ING
Ing Groep Nv

Financial Services
9.43K
New
$22.0 - $26.08 $207K - $246K
9.43K $245K
CFG
Citizens Financial Group Inc

Financial Services
4.57K
New
$46.1 - $53.65 $211K - $245K
4.57K $242K
CRL
Charles River Laboratories International, Inc.

Healthcare
1.55K
New
$145.57 - $178.99 $226K - $278K
1.55K $242K
VLO
Valero Energy Corp

Energy
1.08K
+ 68.29%
$131.77 - $175.63 $142K - $190K
2.66K $453K
O
Realty Income Corp

Real Estate
3.93K
New
$56.13 - $60.79 $221K - $239K
3.93K $239K
TGT
Target Corp

Consumer Defensive
3.19K
+ 61.59%
$86.56 - $107.43 $276K - $342K
8.36K $749K
IBM
International Business Machines Corp

Technology
1.18K
+ 15.5%
$234.77 - $292.47 $278K - $346K
8.82K $2.49M
GS
Goldman Sachs Group Inc

Financial Services
46
+ 2.03%
$696.56 - $806.32 $32K - $37.1K
2.31K $1.84M
LDOS
Leidos Holdings, Inc.

Technology
1.26K
New
$159.2 - $188.96 $200K - $237K
1.26K $237K
QCOM
Qualcomm Inc

Technology
1.17K
+ 20.39%
$145.84 - $173.55 $171K - $204K
6.93K $1.15M
ES
Eversource Energy

Utilities
3.29K
New
$62.86 - $71.14 $207K - $234K
3.29K $234K
PKG
Packaging Corp Of America

Consumer Cyclical
1.07K
New
$191.41 - $220.25 $205K - $236K
1.07K $233K
FE
Firstenergy Corp

Utilities
5.06K
New
$39.76 - $45.82 $201K - $232K
5.06K $231K
ETR
Entergy Corp

Utilities
1.97K
+ 45.19%
$80.93 - $93.55 $159K - $184K
6.31K $588K
ARES
Ares Management Corp

Financial Services
1.39K
New
$159.89 - $192.76 $222K - $268K
1.39K $222K
PEAK
Healthpeak Properties, Inc.

Real Estate
11.7K
New
N/A
11.7K $221K
WTW
Willis Towers Watson PLC

Financial Services
541
+ 61.83%
$301.83 - $345.45 $163K - $187K
1.42K $489K
CROX
Crocs, Inc.

Consumer Cyclical
2.65K
New
$74.39 - $108.79 $197K - $288K
2.65K $221K
RACE
Ferrari N.V.

Consumer Cyclical
455
New
$436.24 - $517.65 $198K - $236K
455 $220K
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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