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
PCAR
Paccar Inc

Industrials
151
+ 5.25%
$92.91 - $102.86 $14K - $15.5K
3.03K $297K
IWN
Ishares Russell2000 Val ETF

ETFs
31
+ 3.47%
$157.1 - $178.94 $4.87K - $5.55K
925 $163K
WIT
Wipro LTD

Technology
9.68K
+ 90.0%
$2.63 - $3.11 $25.5K - $30.1K
20.4K $53K
ECL
Ecolab Inc.

Basic Materials
45
+ 2.49%
$259.39 - $285.47 $11.7K - $12.8K
1.85K $506K
AJG
Arthur J. Gallagher & Co.

Financial Services
100
+ 8.14%
$284.17 - $319.49 $28.4K - $31.9K
1.33K $411K
ADI
Analog Devices Inc

Technology
2
+ 0.09%
$220.68 - $255.63 $441 - $511
2.25K $553K
OEF
Ishares S&P 100 ETF

ETFs
59
+ 125.53%
N/A
106 $28K
DLR
Digital Realty Trust, Inc.

Real Estate
95
+ 4.18%
$161.21 - $180.02 $15.3K - $17.1K
2.37K $409K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
80
+ 1.31%
$23.82 - $25.84 $1.91K - $2.07K
6.21K $159K
LYG
Lloyds Banking Group PLC

Financial Services
998
+ 4.21%
$4.03 - $4.63 $4.02K - $4.62K
24.7K $112K
PODD
Insulet Corp

Healthcare
33
+ 4.65%
$277.3 - $352.82 $9.15K - $11.6K
743 $229K
SBUX
Starbucks Corp

Consumer Cyclical
857
+ 8.84%
$81.9 - $96.86 $70.2K - $83K
10.6K $892K
CAH
Cardinal Health Inc

Healthcare
183
+ 7.29%
$146.04 - $167.63 $26.7K - $30.7K
2.7K $423K
Kayne Anderson Bdc Inc
128K
+ 13.76%
N/A
1.06M $0
Arista Networks Inc
1.92K
+ 31.2%
N/A
8.07K $0
Lam Research Corp
7.63K
+ 144.26%
N/A
12.9K $0
Blackrock Inc
363
+ 25.78%
N/A
1.77K $0
Ge Vernova Inc
89
+ 4.63%
N/A
2.01K $0
UYLD
Angel Oak Fds Tr Ultrashort In
48.7K
+ 80.67%
N/A
109K $0
Ishares Bitcoin Trust ETF
20.3K
+ 153.08%
N/A
33.5K $0
Linde PLC
916
+ 28.83%
N/A
4.09K $0
Canadian Pacific Kansas City
34
+ 1.2%
N/A
2.86K $0
MSCI
Msci Inc.

Financial Services
4
+ 0.75%
$526.48 - $588.0 $2.11K - $2.35K
537 $304K
SPOT
Spotify Technology S.A.

Communication Services
17
+ 6.25%
$620.01 - $738.53 $10.5K - $12.6K
289 $201K
HLN
Haleon PLC

Healthcare
824
+ 7.78%
$8.72 - $10.35 $7.19K - $8.53K
11.4K $102K
SBAC
Sba Communications Corp

Real Estate
342
+ 18.57%
$191.35 - $239.35 $65.4K - $81.9K
2.18K $422K
ELV
Elevance Health, Inc.

Healthcare
285
+ 18.23%
$274.66 - $395.76 $78.3K - $113K
1.85K $597K
RELX
Relx PLC

Communication Services
516
+ 9.46%
$45.13 - $54.19 $23.3K - $28K
5.97K $285K
BKNG
Booking Holdings Inc.

Consumer Cyclical
10
+ 4.85%
$5364.25 - $5815.92 $53.6K - $58.2K
216 $1.17M
SYK
Stryker Corp

Healthcare
59
+ 2.99%
$368.57 - $403.53 $21.7K - $23.8K
2.04K $752K
CRM
Salesforce, Inc.

Technology
587
+ 12.22%
$231.66 - $273.65 $136K - $161K
5.39K $1.28M
DIS
Walt Disney CO

Communication Services
438
+ 4.9%
$112.25 - $124.0 $49.2K - $54.3K
9.38K $1.07M
ADBE
Adobe Inc.

Technology
119
+ 4.5%
$333.65 - $392.1 $39.7K - $46.7K
2.76K $974K
HON
Honeywell International Inc

Industrials
133
+ 2.45%
$207.7 - $240.4 $27.6K - $32K
5.57K $1.17M
NOW
Service Now, Inc.

Technology
33
+ 2.28%
$850.86 - $1044.69 $28.1K - $34.5K
1.48K $1.36M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
717
+ 7.36%
$38.58 - $58.24 $27.7K - $41.8K
10.5K $409K
INTU
Intuit Inc

Technology
54
+ 3.23%
$646.03 - $807.39 $34.9K - $43.6K
1.72K $1.18M
ISRG
Intuitive Surgical Inc

Healthcare
16
+ 0.71%
$433.66 - $544.47 $6.94K - $8.71K
2.25K $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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