Sage Mountain Advisors LLC Sells in Q3 2025

Sage Mountain Advisors LLC

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

ETFs
-1.16K
- 5.99%
$48.04 - $48.61 $55.8K - $56.4K
18.2K $877K
WCN
Waste Connections, Inc.

Industrials
-213
- 14.12%
$171.32 - $191.84 $36.5K - $40.9K
1.3K $227K
VIG
Vanguard Dividend Appreciation

ETFs
-286
- 6.32%
N/A
4.24K $772K
CTVA
Corteva, Inc.

Basic Materials
-350
- 9.18%
$67.08 - $77.12 $23.5K - $27K
3.46K $234K
AMGN
Amgen Inc

Healthcare
-222
- 4.31%
$271.18 - $309.22 $60.2K - $68.6K
4.93K $1.39M
XLV
Select Sector Spdr Fund Health

ETFs
-341
- 16.34%
$129.01 - $139.72 $44K - $47.6K
1.75K $242K
FCX
Freeport Mcmoran Inc

Basic Materials
-57
- 0.68%
$35.34 - $47.21 $2.01K - $2.69K
8.38K $328K
NKE
Nike, Inc.

Consumer Cyclical
-353
- 3.92%
$69.24 - $79.24 $24.4K - $28K
8.65K $603K
CRWD
Crowd Strike Holdings, Inc.

Technology
-26
- 2.39%
$412.46 - $514.1 $10.7K - $13.4K
1.06K $519K
FVD
First Tr Value Line Divid Inde

ETFs
-1.01K
- 7.43%
$44.73 - $46.86 $45.1K - $47.3K
12.6K $581K
TXN
Texas Instruments Inc

Technology
-93
- 1.25%
N/A
7.32K $1.42M
ABC
Amerisourcebergen Corp

Healthcare
-88
- 10.06%
N/A
787 $145K
ITW
Illinois Tool Works Inc

Industrials
-182
- 7.43%
$252.31 - $269.41 $45.9K - $49K
2.27K $591K
WMB
Williams Companies, Inc.

Energy
-299
- 1.7%
$56.52 - $64.01 $16.9K - $19.1K
17.3K $1.09M
MO
Altria Group, Inc.

Consumer Defensive
-1.18K
- 12.71%
$57.75 - $67.68 $68.4K - $80.1K
8.13K $537K
XLI
Industrial Sector Spdr

ETFs
-71
- 20.17%
$147.94 - $154.99 $10.5K - $11K
281 $43K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-103
- 18.04%
$75.26 - $80.19 $7.75K - $8.26K
468 $37K
TTWO
Take Two Interactive Software Inc

Communication Services
-88
- 7.94%
$217.37 - $259.96 $19.1K - $22.9K
1.02K $263K
ROST
Ross Stores, Inc.

Consumer Cyclical
-317
- 18.82%
$127.59 - $152.81 $40.4K - $48.4K
1.37K $208K
IEMG
Ishares Inc

ETFs
-116
- 1.49%
N/A
7.66K $410K
SCHW
Schwab Charles Corp

Financial Services
-495
- 4.97%
$91.03 - $98.69 $45.1K - $48.9K
9.46K $903K
SPMD
Spdr Portfolio

ETFs
-786
- 5.57%
$54.43 - $58.29 $42.8K - $45.8K
13.3K $762K
XLC
Select Sector Spdr Tr Communic

ETFs
-65
- 11.65%
$105.99 - $119.41 $6.89K - $7.76K
493 $58K
FISV
Fiserv Inc

Technology
-13
- 0.49%
N/A
2.64K $330K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-220
- 8.37%
$100.63 - $112.27 $22.1K - $24.7K
2.41K $266K
Kenvue Inc
-1.43K
- 8.71%
N/A
15K $0
CARY
Angel Oak Fds Tr Income Etf(De
-7.21K
- 15.19%
N/A
40.3K $0
Sila Realty Trust Inc
-3.99K
- 31.31%
N/A
8.76K $0
AYI
Acuity Brands Inc

Industrials
-165
- 12.92%
$287.07 - $344.52 $47.4K - $56.8K
1.11K $382K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-8
- 1.26%
$94.17 - $99.95 $753 - $800
627 $62K
XLF
Financial Sector Spdr

ETFs
-94
- 2.14%
$51.37 - $54.25 $4.83K - $5.1K
4.29K $231K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-10
- 3.8%
$284.45 - $324.95 $2.84K - $3.25K
253 $80K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-128
- 6.77%
$85.31 - $97.03 $10.9K - $12.4K
1.76K $167K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-50
- 2.3%
$301.44 - $365.84 $15.1K - $18.3K
2.12K $686K
CMS
Cms Energy Corp

Utilities
-125
- 2.97%
$69.37 - $74.67 $8.67K - $9.33K
4.09K $299K
SHEL
Shell PLC

Energy
-9
- 0.11%
$69.82 - $73.93 $628 - $665
8.31K $594K
COP
Conocophillips

Energy
-387
- 4.06%
$91.0 - $98.99 $35.2K - $38.3K
9.14K $864K
IWD
Ishares Russell 1000 Val ETF

ETFs
-173
- 2.32%
$192.76 - $203.86 $33.3K - $35.3K
7.3K $1.49M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.8K
- 3.68%
$39.8 - $42.86 $71.6K - $77.1K
47.2K $2.02M
WELL
Welltower Inc.

Real Estate
-378
- 8.41%
$150.71 - $178.14 $57K - $67.3K
4.12K $733K
CVS
Cvs Health Corp

Healthcare
-64
- 0.68%
$58.75 - $76.5 $3.76K - $4.9K
9.41K $709K
VXF
Vanguard Extended Market ETF

ETFs
-5
- 0.11%
$193.58 - $213.07 $968 - $1.07K
4.45K $931K
VBK
Vanguard Small Cap Growth ETF

ETFs
-88
- 1.56%
$276.51 - $305.12 $24.3K - $26.9K
5.55K $1.65M
IWM
Ishares Russell 2000 ETF

ETFs
-25
- 0.63%
$214.92 - $244.84 $5.37K - $6.12K
3.94K $953K
VBR
Vanguard Small Cap Value ETF

ETFs
-223
- 2.02%
$195.41 - $212.37 $43.6K - $47.4K
10.8K $2.25M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-53
- 1.52%
$362.31 - $405.74 $19.2K - $21.5K
3.43K $1.38M
VONG
Vanguard Russell 1000 Growth E

ETFs
-2.23K
- 5.53%
$108.08 - $121.73 $241K - $272K
38.1K $4.59M
NEM
Newmont Corp

Basic Materials
-189
- 1.66%
$57.35 - $85.25 $10.8K - $16.1K
11.2K $941K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5
- 0.01%
$108.46 - $120.63 $542 - $603
36.7K $4.37M
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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