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
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
VTRS
Viatris Inc

Healthcare
6.28K
+ 26.11%
$8.74 - $10.69 $54.9K - $67.2K
30.3K $300K
SAN
Banco Santander, S.A.

Financial Services
5.29K
+ 37.36%
$8.27 - $10.48 $43.7K - $55.4K
19.5K $203K
IDXX
Idexx Laboratories Inc

Healthcare
14
+ 1.93%
$514.61 - $682.78 $7.2K - $9.56K
739 $472K
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
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
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.49K
+ 25.63%
$60.9 - $70.75 $90.4K - $105K
7.28K $454K
LMT
Lockheed Martin Corp

Industrials
4
+ 0.23%
$410.74 - $499.21 $1.64K - $2K
1.74K $867K
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
PKI
Perkinelmer Inc

Healthcare
414
+ 16.28%
N/A
2.96K $357K
SONY
Sony Group Corp

Technology
883
+ 9.94%
$23.92 - $30.07 $21.1K - $26.6K
9.77K $281K
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
DE
Deere & CO

Industrials
307
+ 16.06%
$457.26 - $524.37 $140K - $161K
2.22K $1.01M
PANW
Palo Alto Networks Inc

Technology
229
+ 5.13%
$167.06 - $208.19 $38.3K - $47.7K
4.7K $955K
SF
Stifel Financial Corp

Financial Services
141
+ 5.52%
$105.26 - $116.4 $14.8K - $16.4K
2.69K $305K
BXP
Boston Properties Inc

Real Estate
232
+ 6.99%
$62.11 - $78.93 $14.4K - $18.3K
3.55K $263K
CL
Colgate Palmolive CO

Consumer Defensive
1.23K
+ 23.05%
$79.36 - $93.33 $97.3K - $114K
6.55K $523K
APD
Air Products & Chemicals, Inc.

Basic Materials
203
+ 11.44%
$265.78 - $299.3 $54K - $60.8K
1.98K $539K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
536
+ 2.94%
$14.53 - $17.13 $7.79K - $9.18K
18.8K $314K
SPGI
S&P Global Inc.

Financial Services
234
+ 12.38%
$484.94 - $564.15 $113K - $132K
2.12K $1.03M
AON
Aon PLC

Financial Services
105
+ 7.45%
$350.91 - $375.27 $36.8K - $39.4K
1.52K $540K
UL
Unilever PLC

Consumer Defensive
720
+ 18.21%
$58.43 - $65.01 $42.1K - $46.8K
4.67K $277K
HST
Host Hotels & Resorts, Inc.

Real Estate
915
+ 7.52%
$15.27 - $17.68 $14K - $16.2K
13.1K $222K
NRG
Nrg Energy, Inc.

Utilities
193
+ 11.54%
$144.77 - $173.91 $27.9K - $33.6K
1.87K $302K
SHW
Sherwin Williams CO

Basic Materials
83
+ 4.8%
$330.88 - $375.23 $27.5K - $31.1K
1.81K $627K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
355
+ 17.49%
$62.09 - $66.51 $22K - $23.6K
2.39K $155K
COST
Costco Wholesale Corp

Consumer Defensive
253
+ 7.95%
$915.95 - $994.57 $232K - $252K
3.44K $3.18M
VNQ
Vanguard Specialized Funds Van

ETFs
229
+ 6.1%
$88.47 - $93.24 $20.3K - $21.4K
3.98K $364K
PGR
Progressive Corp

Financial Services
464
+ 10.73%
$238.61 - $264.3 $111K - $123K
4.79K $1.18M
NVO
Novo Nordisk A S

Healthcare
1.86K
+ 33.56%
$45.38 - $71.7 $84.3K - $133K
7.39K $410K
TECH
Bio Techne Corp

Healthcare
128
+ 2.87%
$49.87 - $58.78 $6.38K - $7.52K
4.59K $255K
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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