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CIK: 0001832274
Total reported value
$1.6B
$1.6B
408 檔
26.1%
According to the latest 13F quarterly dataset, Sage Mountain Advisors LLC managed an equity portfolio of $1.6B at the end of Q1 2024, spanning 408 distinct U.S. exchange-listed positions.
During Q1 2024, Sage Mountain Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 408 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 13.52% | -0.85% | +5.69% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 9.87% | +0.02% | +4.06% | |
| 3 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 8.48% | +0.21% | +4.14% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.71% | +0.45% | +1.20% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.52% | -0.29% | -0.08% | |
| 6 | IQLT | Ishares Msci International Q | ETF-Other | 3.61% | -0.07% | -0.28% | |
| 7 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 3.51% | -0.30% | -6.61% | |
| 8 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 2.90% | -0.11% | -0.03% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.99% | +0.21% | +39.89% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | +0.04% | +5.03% | |
| 11 | CPRT | Copart Inc | Stock-Industrials | 1.72% | -0.14% | +0.13% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.68% | +0.09% | -6.16% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.35% | -0.01% | +2.26% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.13% | +0.01% | -2.51% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.05% | +0.19% | — | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 1.01% | — | +1.25% | |
| 17 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.94% | +0.09% | +0.54% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | +0.09% | +2.13% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | — | +1.91% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | +0.10% | +6.72% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | +0.05% | +6.23% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | — | +0.33% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | — | +7.92% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.57% | +0.01% | -3.33% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.54% | — | +0.23% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.20% | +4.98% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.53% | — | — | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.53% | -0.01% | -11.11% | |
| 29 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 0.49% | -0.02% | -0.19% | |
| 30 | FTNT | Fortinet Inc | Stock-Tech | 0.47% | +0.16% | -1.33% | |
| 31 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.46% | -0.01% | — | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | -0.11% | EXIT | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.01% | +12.00% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | — | -0.42% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.42% | — | — | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.39% | +0.04% | +0.54% | |
| 37 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 0.38% | +0.04% | +220.58% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.35% | +0.02% | — | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.34% | +0.02% | -6.34% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.04% | -4.39% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | +0.02% | +6.73% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.33% | — | -1.07% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.33% | -0.02% | -0.18% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.33% | -0.01% | +6.18% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.32% | — | +11.45% | |
| 46 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.32% | — | — | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | +0.01% | -1.94% | |
| 48 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.31% | -0.03% | — | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.30% | +0.02% | +0.04% | |
| 50 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.30% | -0.06% | -21.64% |
According to official SEC Form 13F filings, Sage Mountain Advisors LLC reported a total U.S. public equity portfolio value of $1.6B across 408 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including JAAA, QUAL, JQUA) accounted for 26.1% of total reported equity market value during Q1 2024.
During Q1 2024, Sage Mountain Advisors LLC's top holdings by market value included JAAA (13.5%)、QUAL (9.9%)、JQUA (8.5%). The largest single position, JAAA, represented 13.5% of total portfolio value.
In Q1 2024, Sage Mountain Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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