Sage Mountain Advisors LLC Incresed Positions in Q3 2025

Sage Mountain Advisors LLC

  • $1.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
1.88K
+ 19.52%
$144.19 - $167.33 $271K - $314K
11.5K $1.92M
CSCO
Cisco Systems, Inc.

Technology
7.85K
+ 18.4%
$66.2 - $71.79 $520K - $564K
50.5K $3.46M
FITB
Fifth Third Bancorp

Financial Services
9.72K
+ 66.22%
$40.91 - $46.28 $398K - $450K
24.4K $1.09M
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
SO
Southern CO

Utilities
4.36K
+ 37.95%
$90.83 - $96.0 $396K - $418K
15.8K $1.5M
WFC
Wells Fargo & Company

Financial Services
4.28K
+ 20.91%
$77.05 - $85.16 $329K - $364K
24.7K $2.07M
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
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
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
MRK
Merck & Co., Inc.

Healthcare
2.78K
+ 10.76%
$77.6 - $87.37 $216K - $243K
28.6K $2.4M
COF
Capital One Financial Corp

Financial Services
1.66K
+ 162.75%
$207.29 - $229.74 $344K - $381K
2.68K $569K
PEP
Pepsico Inc

Consumer Defensive
2.01K
+ 24.05%
$133.81 - $152.16 $269K - $306K
10.4K $1.46M
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
AMAT
Applied Materials Inc

Technology
921
+ 15.31%
$156.25 - $204.95 $144K - $189K
6.94K $1.42M
PSX
Phillips 66

Energy
2.04K
+ 94.83%
$118.37 - $139.46 $241K - $284K
4.18K $568K
NSC
Norfolk Southern Corp

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

Consumer Cyclical
832
+ 17.41%
$291.67 - $316.99 $243K - $264K
5.61K $1.7M
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
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
AFL
Aflac Inc

Financial Services
2.32K
+ 66.83%
$98.09 - $111.7 $227K - $259K
5.78K $646K
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
GWW
W.W. Grainger, Inc.

Industrials
293
+ 98.32%
$932.44 - $1059.49 $273K - $310K
591 $563K
GLD
Spdr Gold Trust

ETFs
393
+ 18.71%
$300.96 - $355.47 $118K - $140K
2.49K $886K
VLO
Valero Energy Corp

Energy
1.08K
+ 68.29%
$131.77 - $175.63 $142K - $190K
2.66K $453K
TGT
Target Corp

Consumer Defensive
3.19K
+ 61.59%
$86.56 - $107.43 $276K - $342K
8.36K $749K
GS
Goldman Sachs Group Inc

Financial Services
46
+ 2.03%
$696.56 - $806.32 $32K - $37.1K
2.31K $1.84M
IBM
International Business Machines Corp

Technology
1.18K
+ 15.5%
$234.77 - $292.47 $278K - $346K
8.82K $2.49M
QCOM
Qualcomm Inc

Technology
1.17K
+ 20.39%
$145.84 - $173.55 $171K - $204K
6.93K $1.15M
ETR
Entergy Corp

Utilities
1.97K
+ 45.19%
$80.93 - $93.55 $159K - $184K
6.31K $588K
WTW
Willis Towers Watson PLC

Financial Services
541
+ 61.83%
$301.83 - $345.45 $163K - $187K
1.42K $489K
VTV
Vanguard Value ETF

ETFs
122
+ 0.61%
$175.51 - $186.57 $21.4K - $22.8K
20K $3.74M
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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