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
ADM
Archer Daniels Midland CO

Consumer Defensive
1.43K
+ 28.25%
$53.54 - $64.21 $76.6K - $91.8K
6.49K $387K
CEG
Constellation Energy Corp

Utilities
313
+ 13.63%
$298.82 - $354.89 $93.5K - $111K
2.61K $858K
ACWI
Ishares Msci Acwi ETF

ETFs
805
New
$128.32 - $138.41 $103K - $111K
805 $111K
CSX
Csx Corp

Industrials
2.1K
+ 17.19%
$32.05 - $36.52 $67.3K - $76.7K
14.3K $508K
FAST
Fastenal CO

Industrials
1.38K
+ 23.05%
$42.47 - $50.39 $58.7K - $69.7K
7.38K $362K
GRMN
Garmin LTD

Technology
120
+ 5.66%
$211.13 - $246.22 $25.3K - $29.5K
2.24K $551K
AZN
Astrazeneca PLC

Healthcare
1.06K
+ 25.67%
$68.72 - $82.11 $72.7K - $86.9K
5.18K $397K
HSY
Hershey CO

Consumer Defensive
419
+ 28.68%
$161.95 - $193.45 $67.9K - $81.1K
1.88K $351K
DTE
Dte Energy CO

Utilities
572
+ 22.29%
$130.26 - $141.49 $74.5K - $80.9K
3.14K $443K
HWM
Howmet Aerospace Inc.

Industrials
390
+ 15.82%
$171.0 - $196.23 $66.7K - $76.5K
2.86K $560K
EVRG
Evergy, Inc.

Utilities
904
+ 19.69%
$67.73 - $76.02 $61.2K - $68.7K
5.5K $417K
NMR
Nomura Holdings Inc

Financial Services
14K
New
$6.28 - $7.56 $87.9K - $106K
14K $101K
GILD
Gilead Sciences, Inc.

Healthcare
847
+ 10.92%
$108.22 - $120.47 $91.7K - $102K
8.6K $955K
MSTR
Microstrategy Inc

Technology
1.1K
+ 34.39%
$300.7 - $455.9 $332K - $503K
4.31K $1.39M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.8K
+ 12.25%
$14.73 - $19.31 $26.5K - $34.8K
16.5K $317K
TMUS
T Mobile Us, Inc.

Communication Services
357
+ 9.03%
$226.02 - $259.01 $80.7K - $92.5K
4.31K $1.03M
SJM
J M Smucker CO

Consumer Defensive
538
+ 17.36%
$102.24 - $113.2 $55K - $60.9K
3.64K $394K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
2.06K
New
$41.19 - $43.7 $84.9K - $90K
2.06K $87K
SAN
Banco Santander, S.A.

Financial Services
5.29K
+ 37.36%
$8.27 - $10.48 $43.7K - $55.4K
19.5K $203K
VTRS
Viatris Inc

Healthcare
6.28K
+ 26.11%
$8.74 - $10.69 $54.9K - $67.2K
30.3K $300K
IDXX
Idexx Laboratories Inc

Healthcare
14
+ 1.93%
$514.61 - $682.78 $7.2K - $9.56K
739 $472K
LPL
Lg Display Co., Ltd.

Technology
16.3K
New
$3.31 - $5.23 $53.9K - $85.2K
16.3K $84K
HSBC
Hsbc Holdings PLC

Financial Services
558
+ 13.47%
$60.27 - $70.98 $33.6K - $39.6K
4.7K $333K
MFG
Mizuho Financial Group Inc

Financial Services
7.14K
+ 24.71%
$5.42 - $6.85 $38.7K - $48.9K
36K $241K
VTR
Ventas, Inc.

Real Estate
697
+ 15.37%
$62.76 - $69.99 $43.7K - $48.8K
5.23K $366K
UBS
Ubs Group Ag

Financial Services
47
+ 0.44%
$33.77 - $42.38 $1.59K - $1.99K
10.6K $436K
BCS
Barclays PLC

Financial Services
2.42K
+ 20.35%
$17.88 - $21.05 $43.3K - $51K
14.3K $296K
GPC
Genuine Parts CO

Consumer Cyclical
194
+ 7.01%
$122.23 - $142.77 $23.7K - $27.7K
2.96K $410K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
142
+ 0.84%
$47.64 - $51.71 $6.76K - $7.34K
17K $874K
DHR
Danaher Corp

Healthcare
349
+ 12.89%
$181.46 - $212.2 $63.3K - $74.1K
3.06K $605K
F
Ford Motor CO

Consumer Cyclical
2.66K
+ 8.08%
$10.82 - $12.09 $28.8K - $32.2K
35.6K $426K
IYW
Ishares Dj Us Tech ETF

ETFs
200
+ 16.5%
$171.38 - $197.01 $34.3K - $39.4K
1.41K $276K
LMT
Lockheed Martin Corp

Industrials
4
+ 0.23%
$410.74 - $499.21 $1.64K - $2K
1.74K $867K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.49K
+ 25.63%
$60.9 - $70.75 $90.4K - $105K
7.28K $454K
PH
Parker Hannifin Corp

Industrials
32
+ 5.03%
$697.13 - $769.67 $22.3K - $24.6K
668 $506K
OTIS
Otis Worldwide Corp

Industrials
881
+ 29.52%
$84.93 - $101.07 $74.8K - $89K
3.87K $353K
POOL
Pool Corp

Industrials
115
+ 10.09%
$292.13 - $333.62 $33.6K - $38.4K
1.26K $389K
VRSK
Verisk Analytics, Inc.

Industrials
392
+ 54.29%
$242.3 - $312.95 $95K - $123K
1.11K $280K
PG
Procter & Gamble CO

Consumer Defensive
1.05K
+ 5.6%
$150.47 - $161.22 $158K - $169K
19.8K $3.05M
MMM
3 M CO

Industrials
298
+ 11.51%
$144.41 - $160.2 $43K - $47.7K
2.89K $447K
AMT
American Tower Corp

Real Estate
861
+ 21.78%
$192.32 - $232.35 $166K - $200K
4.81K $925K
MTD
Mettler Toledo International Inc

Healthcare
31
+ 12.7%
$1166.48 - $1324.06 $36.2K - $41K
275 $337K
SONY
Sony Group Corp

Technology
883
+ 9.94%
$23.92 - $30.07 $21.1K - $26.6K
9.77K $281K
PKI
Perkinelmer Inc

Healthcare
414
+ 16.28%
N/A
2.96K $357K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
490
+ 1.4%
$100.37 - $100.74 $49.2K - $49.4K
35.5K $3.58M
COIN
Coinbase Global, Inc.

Technology
169
+ 25.49%
$297.99 - $419.78 $50.4K - $70.9K
832 $280K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
394
+ 5.02%
$52.12 - $55.33 $20.5K - $21.8K
8.25K $456K
PANW
Palo Alto Networks Inc

Technology
229
+ 5.13%
$167.06 - $208.19 $38.3K - $47.7K
4.7K $955K
DE
Deere & CO

Industrials
307
+ 16.06%
$457.26 - $524.37 $140K - $161K
2.22K $1.01M
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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