Sage Mountain Advisors LLC

Q4 2024 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    473

  • Value ($000)

    $1,368,562

  • Date Filed
    02/07/2025
  • Form type
    13F-HR
  • CIK
    0001832274
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
JAAA
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
47103U845
$205.61M
15 %

4,054,689

JQUA
JQUA

J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR
46641Q761
$137.69M
10 %

2,404,155

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$109.43M
8 %

377,598

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$104.74M
8 %

588,141

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$46.40M
3 %

86,115

IQLT
IQLT

ISHARES TR

MSCI INTL QUALTY
46434V456
$44.22M
3 %

1,191,301

GBDC
GBDC

GOLUB CAP BDC INC

COM
38173M102
$38.04M
3 %

2,509,449

AAPL
AAPL

APPLE INC

COM
037833100
$31.88M
2 %

127,313

KRE
KRE

SPDR SER TR

MSCI USA STRTGIC
78468R812
$29.65M
2 %

191,451

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$25.17M
2 %

59,706

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