Sage Mountain Advisors LLC Reduced Holdings in Q4 2025

Sage Mountain Advisors LLC

  • $1.83 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NRG
Nrg Energy, Inc.

Utilities
-561
- 30.06%
$160.42 - $178.5 $90K - $100K
1.31K $215K
DHI
Horton D R Inc

Consumer Cyclical
-11
- 0.38%
$142.43 - $174.95 $1.57K - $1.92K
2.89K $412K
HEZU
Ishares Currency Hedged Msci E

ETFs
-2K
- 27.07%
$41.97 - $43.96 $83.9K - $87.9K
5.39K $232K
WTW
Willis Towers Watson PLC

Financial Services
-135
- 9.53%
$313.1 - $349.93 $42.3K - $47.2K
1.28K $412K
OTIS
Otis Worldwide Corp

Industrials
-755
- 19.53%
$88.77 - $93.38 $67K - $70.5K
3.11K $276K
WMB
Williams Companies, Inc.

Energy
-573
- 3.32%
$56.51 - $64.48 $32.4K - $36.9K
16.7K $1.02M
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.17K
- 17.96%
$56.0 - $63.38 $65.3K - $73.9K
5.33K $312K
ICE
Intercontinental Exchange, Inc.

Financial Services
-129
- 4.01%
$145.59 - $162.64 $18.8K - $21K
3.09K $469K
AFL
Aflac Inc

Financial Services
-753
- 13.02%
$105.7 - $115.01 $79.6K - $86.6K
5.03K $575K
REET
Ishares Global Reit ETF

ETFs
-2.52K
- 67.57%
$24.8 - $26.02 $62.5K - $65.6K
1.21K $30K
FITB
Fifth Third Bancorp

Financial Services
-290
- 1.19%
$40.36 - $44.41 $11.7K - $12.9K
24.1K $1.03M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-3.34K
- 21.22%
$14.62 - $15.79 $48.8K - $52.7K
12.4K $190K
AXP
American Express CO

Financial Services
-341
- 5.44%
$316.26 - $372.77 $108K - $127K
5.93K $2.02M
TGT
Target Corp

Consumer Defensive
-677
- 8.1%
$85.53 - $97.77 $57.9K - $66.2K
7.68K $690K
SPMD
Spdr Portfolio

ETFs
-804
- 6.03%
$55.44 - $58.05 $44.6K - $46.7K
12.5K $704K
ABNB
Airbnb, Inc.

Consumer Cyclical
-280
- 4.24%
$117.6 - $129.07 $32.9K - $36.1K
6.33K $744K
CRM
Salesforce, Inc.

Technology
-237
- 4.4%
$235.69 - $263.41 $55.9K - $62.4K
5.16K $1.22M
EBAY
Ebay Inc

Consumer Cyclical
-290
- 7.11%
$80.85 - $99.58 $23.4K - $28.9K
3.79K $317K
RELX
Relx PLC

Communication Services
-319
- 5.34%
$41.33 - $47.07 $13.2K - $15K
5.65K $233K
CRWD
Crowd Strike Holdings, Inc.

Technology
-191
- 18.02%
$482.23 - $557.53 $92.1K - $106K
869 $467K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.6K
- 18.82%
$30.13 - $30.32 $48.2K - $48.5K
6.9K $208K
AON
Aon PLC

Financial Services
-99
- 6.53%
$326.07 - $366.93 $32.3K - $36.3K
1.42K $495K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-953
- 0.62%
$72.21 - $75.0 $68.8K - $71.5K
152K $11.2M
ECL
Ecolab Inc.

Basic Materials
-53
- 2.87%
$253.06 - $281.35 $13.4K - $14.9K
1.8K $464K
FVD
First Tr Value Line Divid Inde

ETFs
-834
- 6.63%
$45.0 - $46.25 $37.5K - $38.6K
11.7K $539K
GM
General Motors CO

Consumer Cyclical
-1.9K
- 19.11%
$55.35 - $71.89 $105K - $137K
8.05K $567K
MLM
Martin Marietta Materials Inc

Basic Materials
-31
- 4.9%
$596.44 - $656.85 $18.5K - $20.4K
602 $359K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-227
- 24.86%
$557.73 - $694.99 $127K - $158K
686 $475K
CVS
Cvs Health Corp

Healthcare
-853
- 9.06%
$76.69 - $83.04 $65.4K - $70.8K
8.56K $671K
PFE
Pfizer Inc

Healthcare
-1.01K
- 3.76%
$24.23 - $27.37 $24.5K - $27.7K
25.9K $650K
DE
Deere & CO

Industrials
-162
- 7.3%
$439.11 - $480.78 $71.1K - $77.9K
2.06K $979K
IWM
Ishares Russell 2000 ETF

ETFs
-46
- 1.17%
$236.79 - $250.33 $10.9K - $11.5K
3.89K $924K
APH
Amphenol Corp

Technology
-1.29K
- 8.99%
$121.7 - $143.85 $157K - $185K
13K $1.74M
KKR
Kkr & Co. Inc.

Financial Services
-70
- 3.66%
$117.52 - $127.65 $8.23K - $8.94K
1.85K $221K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-588
- 7.13%
$54.27 - $56.85 $31.9K - $33.4K
7.66K $430K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-355
- 14.88%
$63.25 - $66.24 $22.5K - $23.5K
2.03K $130K
HCA
Hca Healthcare, Inc.

Healthcare
-217
- 12.15%
$410.68 - $476.61 $89.1K - $103K
1.57K $741K
WCN
Waste Connections, Inc.

Industrials
-57
- 4.4%
$165.31 - $178.47 $9.42K - $10.2K
1.24K $208K
AYI
Acuity Brands Inc

Industrials
-46
- 4.14%
$342.59 - $370.46 $15.8K - $17K
1.07K $365K
ELV
Elevance Health, Inc.

Healthcare
-66
- 3.57%
$303.78 - $362.34 $20K - $23.9K
1.78K $580K
SNV
Synovus Financial Corp

Financial Services
-101
- 2.05%
$44.06 - $48.68 $4.45K - $4.92K
4.83K $225K
SBUX
Starbucks Corp

Consumer Cyclical
-175
- 1.66%
$78.46 - $87.26 $13.7K - $15.3K
10.4K $879K
XLV
Select Sector Spdr Fund Health

ETFs
-221
- 12.66%
$141.95 - $152.82 $31.4K - $33.8K
1.53K $231K
MS
Morgan Stanley

Financial Services
-91
- 1.13%
$151.86 - $169.92 $13.8K - $15.5K
7.93K $1.26M
HWM
Howmet Aerospace Inc.

Industrials
-151
- 5.29%
$184.09 - $209.74 $27.8K - $31.7K
2.71K $549K
CSCO
Cisco Systems, Inc.

Technology
-6.22K
- 12.32%
$67.46 - $78.0 $420K - $485K
44.3K $3.45M
ING
Ing Groep Nv

Financial Services
-324
- 3.44%
$23.66 - $26.51 $7.67K - $8.59K
9.11K $235K
SONY
Sony Group Corp

Technology
-323
- 3.31%
$27.71 - $30.26 $8.95K - $9.77K
9.44K $274K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-40
- 2.54%
$161.21 - $171.97 $6.45K - $6.88K
1.53K $252K
Activity Summary
Buys All Purchases 233 New Holdings 60 Increased Positions 173 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 0 Puts 0
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