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
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-802
- 0.47%
$168.39 - $174.07 $135K - $140K
170K $29.2M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-135
- 62.5%
$42.11 - $44.28 $5.68K - $5.98K
81 $3K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-67
- 10.69%
$98.0 - $102.56 $6.57K - $6.87K
560 $56K
SAN
Banco Santander, S.A.

Financial Services
-949
- 4.88%
$9.65 - $11.03 $9.16K - $10.5K
18.5K $198K
EQIX
Equinix Inc

Real Estate
-6
- 1.07%
$772.6 - $846.01 $4.64K - $5.08K
556 $436K
WIT
Wipro LTD

Technology
-296
- 1.45%
$2.58 - $2.74 $764 - $811
20.1K $53K
Advisor Managed Portfolios
-147
- 2.66%
N/A
5.37K $0
Vanguard Instl Index Fd
-4.33K
- 16.91%
N/A
21.3K $0
Blackrock Inc
-82
- 4.63%
N/A
1.69K $0
Jacobs Solutions Inc
-93
- 5.14%
N/A
1.72K $0
Kayne Anderson Bdc Inc
-260K
- 24.6%
N/A
798K $0
Paramount Skydance Corp
-1.04K
- 7.67%
N/A
12.5K $0
Lam Research Corp
-622
- 4.82%
N/A
12.3K $0
Psq Holdings Inc
-273
- 0.37%
N/A
72.7K $0
Linde PLC
-909
- 22.21%
N/A
3.18K $0
VTV
Vanguard Value ETF

ETFs
-26
- 0.13%
$182.87 - $189.72 $4.75K - $4.93K
20K $3.75M
BIIB
Biogen Inc.

Healthcare
-348
- 14.56%
$142.26 - $167.55 $49.5K - $58.3K
2.04K $342K
ASML
Asml Holding Nv

Technology
-30
- 4.1%
$936.19 - $1075.45 $28.1K - $32.3K
701 $715K
IDXX
Idexx Laboratories Inc

Healthcare
-33
- 4.47%
$616.15 - $722.94 $20.3K - $23.9K
706 $487K
EXPD
Expeditors International Of Washington Inc

Industrials
-155
- 6.82%
$113.13 - $140.68 $17.5K - $21.8K
2.12K $293K
KLAC
Kla Corp

Technology
-49
- 3.86%
$982.75 - $1235.28 $48.2K - $60.5K
1.22K $1.38M
SF
Stifel Financial Corp

Financial Services
-35
- 1.3%
$107.06 - $125.02 $3.75K - $4.38K
2.66K $321K
RTX
Raytheon Technologies Corp

Industrials
-453
- 3.94%
$157.0 - $179.44 $71.1K - $81.3K
11K $1.94M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-216
- 3.58%
$32.11 - $38.61 $6.94K - $8.34K
5.82K $217K
KO
Coca Cola CO

Consumer Defensive
-1.69K
- 5.4%
$66.1 - $71.61 $112K - $121K
29.6K $2.09M
CMA
Comerica Inc

Financial Services
-118
- 3.82%
$69.09 - $80.21 $8.15K - $9.46K
2.98K $232K
NEE
Nextera Energy Inc

Utilities
-2.66K
- 10.78%
$78.18 - $86.03 $208K - $229K
22K $1.89M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-14
- 0.11%
$459.47 - $491.71 $6.43K - $6.88K
12.6K $5.91M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-40
- 0.22%
$358.39 - $376.54 $14.3K - $15.1K
17.8K $6.54M
BSX
Boston Scientific Corp

Healthcare
-52
- 0.74%
$94.95 - $104.98 $4.94K - $5.46K
7K $718K
F
Ford Motor CO

Consumer Cyclical
-933
- 2.62%
$11.41 - $13.84 $10.6K - $12.9K
34.7K $457K
A
Agilent Technologies, Inc.

Healthcare
-309
- 7.35%
$136.62 - $151.52 $42.2K - $46.8K
3.9K $572K
SHEL
Shell PLC

Energy
-14
- 0.17%
$71.37 - $77.01 $999 - $1.08K
8.3K $628K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-454
- 12.75%
$524.58 - $588.02 $238K - $267K
3.11K $1.76M
AZN
Astrazeneca PLC

Healthcare
-279
- 5.39%
$81.15 - $89.4 $22.6K - $24.9K
4.9K $438K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-397
- 3.92%
$325.34 - $368.61 $129K - $146K
9.74K $3.36M
IQV
Iqvia Holdings Inc.

Healthcare
-12
- 0.58%
$198.17 - $223.55 $2.38K - $2.68K
2.07K $455K
IVV
Ishares Core S&P 500 ETF

ETFs
-12
- 0.1%
$656.2 - $690.71 $7.87K - $8.29K
12K $8.1M
MCK
Mckesson Corp

Healthcare
-19
- 1.55%
$738.06 - $859.37 $14K - $16.3K
1.21K $1.01M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-11
- 0.55%
$402.9 - $437.15 $4.43K - $4.81K
2K $866K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-156
- 0.37%
$242.67 - $261.79 $37.9K - $40.8K
42.2K $10.6M
IBM
International Business Machines Corp

Technology
-61
- 0.69%
$275.97 - $314.98 $16.8K - $19.2K
8.76K $2.6M
IAU
Ishares Gold Trust

ETFs
-264
- 0.8%
$72.65 - $82.5 $19.2K - $21.8K
32.8K $2.52M
JNJ
Johnson & Johnson

Healthcare
-544
- 2.47%
$185.98 - $199.58 $101K - $109K
21.5K $4.28M
AVGO
Broadcom Inc.

Technology
-2.29K
- 2.91%
$324.63 - $385.98 $744K - $884K
76.5K $26.2M
AMD
Advanced Micro Devices Inc

Technology
-66
- 0.62%
$164.01 - $264.33 $10.8K - $17.4K
10.7K $2.56M
GOOGL
Alphabet Inc.

Communication Services
-3.41K
- 5.64%
$236.57 - $291.31 $807K - $993K
57.1K $15.8M
AAPL
Apple Inc.

Technology
-3.05K
- 1.99%
$245.27 - $275.25 $748K - $839K
150K $40.1M
GOOG
Alphabet Inc.

Communication Services
-1.05K
- 2.48%
$237.49 - $291.74 $248K - $305K
41.1K $11.8M
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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