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CIK: 0001832274
Total reported value
$1.6B
$1.6B
473 檔
37.1%
At the close of Q4 2024, Sage Mountain Advisors LLC disclosed equity holdings valued at approximately $1.6B, spread across 473 reported holdings.
In Q4 2024, Sage Mountain Advisors LLC displayed an active expansion posture, initiating 7 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 473 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 15.02% | -0.85% | +25.75% | |
| 2 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 10.06% | +0.21% | +34.22% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.00% | +0.45% | +7.64% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.65% | +0.02% | -0.53% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.39% | -0.29% | -3.44% | |
| 6 | IQLT | Ishares Msci International Q | ETF-Other | 3.23% | -0.07% | +23.46% | |
| 7 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 2.78% | -0.30% | +38.81% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.33% | +0.09% | +13.58% | |
| 9 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 2.17% | -0.11% | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | +0.04% | +11.44% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.60% | +0.21% | +17.51% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.32% | +0.09% | +5.13% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | +0.10% | +17.49% | |
| 14 | CPRT | Copart Inc | Stock-Industrials | 1.20% | -0.14% | +0.69% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | — | +59.77% | |
| 16 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.01% | -0.01% | +1388.94% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | +0.05% | +11.86% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.93% | -0.01% | +0.31% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.93% | -0.16% | +12065.45% | |
| 20 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.92% | +0.04% | — | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.87% | +0.19% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | — | +3.01% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.81% | +0.01% | -0.64% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | +0.01% | +8.08% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | — | +38.89% | |
| 26 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.71% | +0.09% | -5.47% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.20% | +14.57% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | — | -32.18% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | — | +8.01% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | -0.11% | EXIT | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.05% | +16.68% | |
| 32 | FTNT | Fortinet Inc | Stock-Tech | 0.47% | +0.16% | -0.42% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.45% | — | — | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.42% | — | +200.00% | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.41% | -0.06% | +93.30% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.40% | -0.01% | — | |
| 37 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.39% | -0.01% | — | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.38% | -0.01% | +9.97% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.34% | +0.02% | +34.69% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.33% | +0.04% | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.01% | +4.41% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | — | +34.06% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.31% | +0.02% | +2.60% | |
| 44 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.31% | — | -3.98% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | +0.04% | +7.39% | |
| 46 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.30% | — | +0.27% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | +0.02% | -0.07% | |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.28% | +0.01% | -10.85% | |
| 49 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 0.28% | -0.02% | -9.71% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.26% | -0.02% | +17.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JQUA | Jpmorgan US Quality Factor | +1.4% | +34.22% | Add |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | +1% | +25.75% | Add |
| 3 | HYD | Vaneck High Yield Muni ETF | +0.9% | +1388.94% | Add |
| 4 | VGIT | Vanguard Intermediate-term T | +0.9% | +12065.45% | Add |
| 5 | JMBS | Janus Henderson Mortg Backed | +0.9% | NEW | New buy |
| 6 | GBDC | Golub Capital Bdc Inc | +0.5% | +38.81% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +59.77% | Add |
| 8 | KBDC | Kayne Anderson Bdc Inc | +0.3% | NEW | New buy |
| 9 | AVGO | Broadcom Inc | +0.2% | +5.13% | Add |
| 10 | TSLA | Tesla Inc | +0.2% | +8.08% | Add |
| 11 | VGSH | Vanguard Short-term Treasury | +0.2% | +93.30% | Add |
| 12 | NVDA | Nvidia CORP | +0.1% | +17.49% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +38.89% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +11.86% | Add |
| 15 | AAPL | Apple Inc | +0.1% | +13.58% | Add |
| 16 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +14.57% | Add |
| 18 | TPL | Texas Pacific Land CORP | +0.1% | NEW | New buy |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 20 | JBBB | Janus Henderson B-bbb Clo Et | +0.1% | +60.68% | Add |
| 21 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 22 | MSTR | Strategy Inc | +0.1% | NEW | New buy |
| 23 | GOOG | Alphabet Inc-cl C | 0% | +11.17% | Add |
| 24 | IJR | Ishares Core S&p Small-cap E | 0% | +34.69% | Add |
| 25 | NFLX | Netflix Inc | 0% | +16.11% | Add |
| 26 | VIG | Vanguard Dividend Apprec ETF | 0% | +235.58% | Add |
| 27 | HD | Home Depot Inc | 0% | +34.06% | Add |
| 28 | IVV | Ishares Core S&p 500 ETF | 0% | +30.76% | Add |
| 29 | ACN | Accenture plc | 0% | +45.18% | Add |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | +16.68% | Add |
| 31 | FTNT | Fortinet Inc | 0% | -0.42% | Trim |
| 32 | JPM | Jpmorgan Chase & Co | — | +3.01% | Add |
| 33 | V | Visa Inc-class A Shares | — | +2.60% | Add |
| 34 | PNW | Pinnacle West Capital Corporation | — | +0.27% | Add |
| 35 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 36 | MCHP | Microchip Technology Inc | -0.1% | EXIT | Sold out |
| 37 | CPRT | Copart Inc | -0.1% | +0.69% | Add |
| 38 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 39 | VGT | Vanguard Info Tech ETF | -0.1% | — | Unchanged |
| 40 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | -0.1% | -9.71% | Trim |
| 41 | MSFT | Microsoft CORP | -0.1% | +11.44% | Add |
| 42 | CVS | Cvs Health CORP | -0.2% | EXIT | Sold out |
| 43 | VEA | Vanguard Ftse Developed ETF | -0.2% | +17.51% | Add |
| 44 | SPHQ | Invesco S&p 500 Quality ETF | -0.2% | -5.47% | Trim |
| 45 | IQLT | Ishares Msci International Q | -0.2% | +23.46% | Add |
| 46 | VXUS | Vanguard Total Intl Stock | -0.3% | +0.31% | Add |
| 47 | BAC | Bank Of America CORP | -0.3% | -32.18% | Trim |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | +7.64% | Add |
| 49 | VOO | Vanguard S&p 500 ETF | -0.6% | -3.44% | Trim |
| 50 | QUAL | Ishares Msci USA Quality Fac | -1.4% | -0.53% | Trim |
According to official SEC Form 13F filings, Sage Mountain Advisors LLC reported a total U.S. public equity portfolio value of $1.6B across 473 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JAAA, JQUA, VTI) accounted for 37.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
JMBS
市值: $12.6M
Top Position Liquidated / Trimmed
CVS
前期市值: $1.7M
During Q4 2024, Sage Mountain Advisors LLC's top holdings by market value included JAAA (15.0%)、JQUA (10.1%)、VTI (8.0%). The largest single position, JAAA, represented 15.0% of total portfolio value.
In Q4 2024, Sage Mountain Advisors LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 32 positions, trimming 6 holdings, and fully liquidating 4 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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