Sage Mountain Advisors LLC
Q1 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
492
- Value ($000)
$1,356,502
- Date Filed05/02/2025
- Form type13F-HR
- CIK0001832274
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $212.82M | 16 % | 4,196,707 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $140.96M | 10 % | 2,496,255 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $109.24M | 8 % | 397,465 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $95.40M | 7 % | 558,227 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $49.11M | 4 % | 1,237,347 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $42.43M | 3 % | 82,564 | ||
GBDC GOLUB CAP BDC INC | COM | 38173M102 | $41.58M | 3 % | 2,746,062 | ||
KRE SPDR SER TR | MSCI USA STRTGIC | 78468R812 | $29.96M | 2 % | 191,233 | ||
AAPL APPLE INC | COM | 037833100 | $28.09M | 2 % | 126,480 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $21.61M | 2 % | 57,568 |
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