Sage Mountain Advisors LLC New Holdings in Q3 2025

Sage Mountain Advisors LLC

  • $1.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OMFL
Invesco Exchange Traded Self I

ETFs
122K
New
$57.41 - $60.45 $7.02M - $7.39M
122K $7.36M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
11.5K
New
$134.94 - $145.86 $1.55M - $1.67M
11.5K $1.67M
AGNC
Agnc Investment Corp.

Real Estate
163K
New
$9.2 - $10.37 $1.5M - $1.69M
163K $1.6M
WEC
Wec Energy Group, Inc.

Utilities
8.83K
New
$103.66 - $114.59 $916K - $1.01M
8.83K $1.01M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
913
New
$534.91 - $598.71 $488K - $547K
913 $513K
SNPS
Synopsys Inc

Technology
1.02K
New
$387.78 - $645.35 $397K - $661K
1.02K $505K
DHI
Horton D R Inc

Consumer Cyclical
2.91K
New
$129.82 - $184.04 $377K - $535K
2.91K $492K
AOS
Smith A O Corp

Industrials
6.64K
New
$67.24 - $74.3 $447K - $494K
6.64K $487K
MUB
Ishares National Muni Bond ETF

ETFs
4.52K
New
$103.24 - $106.68 $466K - $482K
4.52K $481K
WDC
Western Digital Corp

Technology
4K
New
$63.84 - $120.06 $255K - $480K
4K $479K
RF
Regions Financial Corp

Financial Services
16.9K
New
$24.03 - $27.41 $405K - $462K
16.9K $444K
URI
United Rentals, Inc.

Industrials
454
New
$774.14 - $975.23 $351K - $443K
454 $433K
STX
Seagate Technology Holdings PLC

Technology
1.77K
New
$142.01 - $236.06 $251K - $417K
1.77K $416K
IQV
Iqvia Holdings Inc.

Healthcare
2.08K
New
$157.68 - $200.82 $328K - $417K
2.08K $394K
CLX
Clorox CO

Consumer Defensive
2.95K
New
$117.67 - $131.43 $347K - $388K
2.95K $363K
BIIB
Biogen Inc.

Healthcare
2.39K
New
$122.68 - $148.84 $293K - $356K
2.39K $334K
CPB
Campbell Soup CO

Consumer Defensive
10.5K
New
$30.41 - $34.03 $319K - $357K
10.5K $330K
DD
Du Pont De Nemours, Inc.

Basic Materials
4.19K
New
$69.9 - $78.26 $293K - $328K
4.19K $326K
HAL
Halliburton CO

Energy
12.8K
New
$20.5 - $25.11 $262K - $321K
12.8K $314K
APP
App Lovin Corp

Technology
433
New
$335.1 - $718.54 $145K - $311K
433 $311K
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
CF
Cf Industries Holdings, Inc.

Basic Materials
3.25K
New
$80.91 - $98.75 $263K - $321K
3.25K $291K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.35K
New
$171.01 - $228.24 $231K - $308K
1.35K $288K
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
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
WBD
Warner Bros. Discovery, Inc.

Communication Services
13.7K
New
$10.78 - $19.82 $148K - $272K
13.7K $268K
PRU
Prudential Financial Inc

Financial Services
2.58K
New
$100.68 - $109.89 $260K - $284K
2.58K $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
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
ING
Ing Groep Nv

Financial Services
9.43K
New
$22.0 - $26.08 $207K - $246K
9.43K $245K
CRL
Charles River Laboratories International, Inc.

Healthcare
1.55K
New
$145.57 - $178.99 $226K - $278K
1.55K $242K
CFG
Citizens Financial Group Inc

Financial Services
4.57K
New
$46.1 - $53.65 $211K - $245K
4.57K $242K
O
Realty Income Corp

Real Estate
3.93K
New
$56.13 - $60.79 $221K - $239K
3.93K $239K
LDOS
Leidos Holdings, Inc.

Technology
1.26K
New
$159.2 - $188.96 $200K - $237K
1.26K $237K
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
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
CROX
Crocs, Inc.

Consumer Cyclical
2.65K
New
$74.39 - $108.79 $197K - $288K
2.65K $221K
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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