Sage Mountain Advisors LLC Reduced Holdings in Q3 2025

Sage Mountain Advisors LLC

  • $1.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-186K
- 4.73%
$50.53 - $50.82 $9.38M - $9.44M
3.74M $190M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-4.96K
- 0.16%
$13.69 - $15.48 $68K - $76.8K
3.03M $41.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-20.6K
- 45.15%
$91.44 - $91.77 $1.88M - $1.89M
25K $2.3M
FTNT
Fortinet, Inc.

Technology
-45
- 0.07%
$74.39 - $107.65 $3.35K - $4.84K
68.6K $5.77M
VGSH
Vanguard

ETFs
-23.5K
- 14.86%
$58.43 - $58.88 $1.37M - $1.38M
134K $7.91M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-15.7K
- 42.23%
$87.29 - $93.61 $1.37M - $1.47M
21.5K $2.01M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-16.5K
- 8.81%
$161.6 - $171.2 $2.66M - $2.82M
171K $29.2M
CPRT
Copart Inc

Consumer Cyclical
-359
- 0.13%
$44.6 - $49.97 $16K - $17.9K
285K $12.8M
HYD
Vaneck High Yield Muni ETF

ETFs
-17.2K
- 52.05%
$48.85 - $50.94 $840K - $876K
15.8K $806K
UPS
United Parcel Service Inc

Industrials
-4.85K
- 30.49%
$82.58 - $105.54 $401K - $512K
11.1K $923K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-4.66K
- 92.52%
$98.99 - $112.2 $461K - $523K
377 $41K
KMB
Kimberly Clark Corp

Consumer Defensive
-3.11K
- 61.98%
$121.72 - $136.77 $378K - $425K
1.91K $236K
AIG
American International Group, Inc.

Financial Services
-2.83K
- 28.04%
$76.34 - $85.87 $216K - $243K
7.25K $569K
ACN
Accenture PLC

Technology
-107
- 2.18%
$232.56 - $304.78 $24.9K - $32.6K
4.8K $1.18M
CCI
Crown Castle International Corp

Real Estate
-2.14K
- 35.41%
$92.96 - $113.91 $199K - $244K
3.91K $377K
TDG
Trans Digm Group Inc

Industrials
-122
- 30.2%
$1271.04 - $1620.83 $155K - $198K
282 $371K
PAYX
Paychex Inc

Industrials
-1.15K
- 23.19%
$126.69 - $147.99 $145K - $170K
3.8K $482K
BMY
Bristol Myers Squibb CO

Healthcare
-4.57K
- 36.09%
$43.31 - $48.98 $198K - $224K
8.1K $365K
TPL
Texas Pacific Land Corp

Energy
-145
- 24.29%
$854.83 - $1075.97 $124K - $156K
452 $422K
ZTS
Zoetis Inc.

Healthcare
-1.21K
- 40.73%
$141.13 - $159.19 $171K - $193K
1.76K $258K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.16K
- 16.09%
$97.75 - $100.75 $211K - $217K
11.2K $1.13M
ED
Consolidated Edison Inc

Utilities
-2K
- 34.0%
$95.57 - $105.36 $191K - $211K
3.89K $390K
DG
Dollar General Corp

Consumer Defensive
-1.47K
- 36.88%
$101.86 - $116.32 $150K - $171K
2.52K $260K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-576
- 13.24%
$196.15 - $217.83 $113K - $125K
3.77K $760K
AWK
American Water Works Company, Inc.

Utilities
-1.36K
- 46.87%
$135.05 - $147.0 $183K - $199K
1.54K $213K
ICE
Intercontinental Exchange, Inc.

Financial Services
-760
- 19.12%
$167.28 - $188.45 $127K - $143K
3.22K $541K
OKE
Oneok Inc

Energy
-1.51K
- 21.4%
$71.36 - $83.47 $108K - $126K
5.56K $405K
WM
Waste Management Inc

Industrials
-604
- 19.58%
$213.88 - $237.1 $129K - $143K
2.48K $547K
EOG
Eog Resources Inc

Energy
-1.15K
- 31.99%
$112.12 - $126.1 $128K - $145K
2.44K $273K
ABNB
Airbnb, Inc.

Consumer Cyclical
-520
- 7.3%
$118.3 - $142.16 $61.5K - $73.9K
6.61K $802K
CME
Cme Group Inc.

Financial Services
-484
- 36.5%
$258.83 - $287.1 $125K - $139K
842 $227K
BSX
Boston Scientific Corp

Healthcare
-629
- 8.19%
$97.03 - $108.14 $61K - $68K
7.05K $688K
AMP
Ameriprise Financial Inc

Financial Services
-122
- 8.73%
$486.13 - $544.55 $59.3K - $66.4K
1.28K $626K
CB
Chubb LTD

Financial Services
-327
- 10.34%
$265.99 - $289.59 $87K - $94.7K
2.84K $800K
CMCSA
Comcast Corp

Communication Services
-459
- 2.16%
$31.41 - $36.33 $14.4K - $16.7K
20.8K $654K
EBAY
Ebay Inc

Consumer Cyclical
-2.3K
- 36.04%
$75.33 - $100.77 $173K - $232K
4.08K $370K
ADP
Automatic Data Processing Inc

Industrials
-223
- 9.05%
$288.69 - $310.94 $64.4K - $69.3K
2.24K $657K
SLB
Schlumberger Limited

Energy
-2.76K
- 31.97%
$32.37 - $37.31 $89.3K - $103K
5.87K $201K
CI
Cigna Corp

Healthcare
-22
- 1.16%
$262.23 - $334.39 $5.77K - $7.36K
1.88K $541K
CHD
Church & Dwight CO Inc

Consumer Defensive
-164
- 2.29%
$85.84 - $99.09 $14.1K - $16.3K
6.99K $612K
EW
Edwards Lifesciences Corp

Healthcare
-903
- 24.48%
$73.75 - $81.83 $66.6K - $73.9K
2.79K $216K
EQIX
Equinix Inc

Real Estate
-81
- 12.6%
$756.7 - $811.13 $61.3K - $65.7K
562 $440K
MCK
Mckesson Corp

Healthcare
-160
- 11.56%
$659.01 - $772.54 $105K - $124K
1.22K $945K
XLK
Technology Sector Spdr

ETFs
-324
- 40.6%
$250.97 - $282.66 $81.3K - $91.6K
474 $133K
SAP
Sap Se

Technology
-9
- 0.52%
$252.42 - $311.93 $2.27K - $2.81K
1.74K $463K
TT
Trane Technologies PLC

Industrials
-94
- 5.42%
$398.96 - $472.54 $37.5K - $44.4K
1.64K $692K
XLE
Energy Sector Spdr

ETFs
-1.03K
- 17.86%
$84.25 - $91.99 $86.9K - $94.8K
4.74K $423K
KMI
Kinder Morgan, Inc.

Energy
-1.53K
- 8.0%
$26.23 - $28.5 $40K - $43.5K
17.5K $496K
SNV
Synovus Financial Corp

Financial Services
-862
- 14.89%
$46.55 - $59.6 $40.1K - $51.4K
4.93K $241K
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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