Sage Mountain Advisors
Latest statistics and disclosures from Sage Mountain Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JAAA, QUAL, JQUA, VTI, VOO, and represent 44.10% of Sage Mountain Advisors's stock portfolio.
- Added to shares of these 10 stocks: JAAA (+$7.0M), VEA (+$5.5M), QUAL, JQUA, UYLD, TBIL, VYMI, VNQ, SCHD, WMT.
- Started 74 new stock positions in TBIL, FDX, XMHQ, PCAR, XSVM, IUSB, GIS, HTGC, UBER, PSEC.
- Reduced shares in these 10 stocks: HYD (-$19M), GBDC, AAPL, VGSH, BRK.A, VBR, GOOG, VB, IJR, .
- Sold out of its positions in ANSS, FLGB, FLSW, RSPR, OEF, JIRE, STPZ, MINO, MINT, SMMU. SCHI, FNDF, FNDA, FNDX, SCHH, SCHR, SCHP, CornerCap Fundametrics Large C, VWOB, VMBS, TEL.
- Sage Mountain Advisors was a net buyer of stock by $33M.
- Sage Mountain Advisors has $962M in assets under management (AUM), dropping by 11.63%.
- Central Index Key (CIK): 0001832274
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Portfolio Holdings for Sage Mountain Advisors
Sage Mountain Advisors holds 408 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 13.5 | $130M | +5% | 2.6M | 50.74 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 9.9 | $95M | +4% | 578k | 164.35 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 8.5 | $82M | +4% | 1.5M | 52.87 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 7.7 | $74M | 286k | 259.90 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.5 | $44M | 91k | 480.70 |
|
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| Ishares Tr Msci Intl Qualty (IQLT) | 3.6 | $35M | 876k | 39.66 |
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| Golub Capital BDC (GBDC) | 3.5 | $34M | -6% | 2.0M | 16.63 |
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| Spdr Ser Tr Msci Usa Strtgic (QUS) | 2.9 | $28M | 192k | 145.63 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.0 | $19M | +39% | 381k | 50.17 |
|
| Microsoft Corporation (MSFT) | 1.9 | $19M | +5% | 45k | 420.72 |
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| Copart (CPRT) | 1.7 | $17M | 285k | 57.92 |
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| Apple (AAPL) | 1.7 | $16M | -6% | 94k | 171.48 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.4 | $13M | +2% | 216k | 60.30 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.1 | $11M | -2% | 48k | 228.59 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.0 | $10M | 19k | 524.34 |
|
|
| Bank of America Corporation (BAC) | 1.0 | $9.7M | 256k | 37.92 |
|
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.9 | $9.0M | 149k | 60.42 |
|
|
| Broadcom (AVGO) | 0.9 | $8.8M | +2% | 6.7k | 1325.42 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $8.6M | 43k | 200.30 |
|
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| NVIDIA Corporation (NVDA) | 0.8 | $8.0M | +6% | 8.9k | 903.56 |
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| Amazon (AMZN) | 0.8 | $7.7M | +6% | 43k | 180.38 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $6.6M | 13k | 523.09 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $5.7M | +7% | 13k | 420.52 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.6 | $5.4M | -3% | 59k | 91.80 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $5.2M | 83k | 62.06 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $5.1M | +4% | 34k | 150.93 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $5.1M | 18k | 288.03 |
|
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $5.1M | -11% | 8.00 | 634440.00 |
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| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 0.5 | $4.8M | 62k | 76.09 |
|
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| Fortinet (FTNT) | 0.5 | $4.5M | 66k | 68.31 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.5 | $4.5M | 106k | 42.13 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $4.4M | -7% | 29k | 152.26 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $4.2M | +11% | 36k | 116.24 |
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| Meta Platforms Cl A (META) | 0.4 | $4.1M | 8.5k | 485.58 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.4 | $4.0M | 47k | 86.67 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $3.7M | 11k | 344.20 |
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| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.4 | $3.7M | +220% | 73k | 50.88 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $3.4M | 10k | 337.05 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $3.3M | -6% | 30k | 110.52 |
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| Eli Lilly & Co. (LLY) | 0.3 | $3.3M | -4% | 4.2k | 777.97 |
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| Visa Com Cl A (V) | 0.3 | $3.2M | +6% | 11k | 279.08 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $3.2M | 54k | 58.65 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $3.2M | 40k | 79.86 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $3.1M | +6% | 19k | 162.86 |
|
| Merck & Co (MRK) | 0.3 | $3.1M | +11% | 24k | 131.95 |
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| Pinnacle Financial Partners (PNFP) | 0.3 | $3.1M | 36k | 85.88 |
|
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| Tesla Motors (TSLA) | 0.3 | $3.0M | 17k | 175.79 |
|
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| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.3 | $3.0M | 19k | 155.74 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $2.9M | 25k | 115.30 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $2.9M | -21% | 49k | 58.07 |
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| Home Depot (HD) | 0.3 | $2.6M | +7% | 6.7k | 383.60 |
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| RBB Us Treas 3 Mnth (TBIL) | 0.2 | $2.3M | NEW | 46k | 50.03 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $2.2M | -16% | 12k | 191.88 |
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| CVS Caremark Corporation (CVS) | 0.2 | $2.1M | 27k | 79.76 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.0M | -3% | 3.9k | 525.73 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $2.0M | +49% | 22k | 92.72 |
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| United Parcel Service CL B (UPS) | 0.2 | $1.9M | +2% | 13k | 148.63 |
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| UnitedHealth (UNH) | 0.2 | $1.9M | -3% | 3.8k | 494.71 |
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| Procter & Gamble Company (PG) | 0.2 | $1.9M | 12k | 162.25 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.2 | $1.9M | 53k | 34.88 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $1.8M | 23k | 78.64 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.8M | +4% | 3.7k | 481.63 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.7M | +3% | 11k | 158.19 |
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| Abbvie (ABBV) | 0.2 | $1.7M | +7% | 9.5k | 182.10 |
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| Chevron Corporation (CVX) | 0.2 | $1.7M | +21% | 11k | 157.74 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $1.7M | +12% | 46k | 35.84 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.2 | $1.6M | +2% | 33k | 48.89 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.6M | +204% | 27k | 60.17 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.5M | +53% | 5.7k | 260.72 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.5M | +15% | 2.0k | 732.63 |
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| Cisco Systems (CSCO) | 0.2 | $1.5M | +6% | 30k | 49.91 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.2 | $1.5M | -92% | 28k | 52.26 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.3M | 10k | 131.24 |
|
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $1.3M | 16k | 83.58 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.3M | +3% | 2.9k | 444.01 |
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| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $1.3M | 42k | 29.84 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.3M | 2.5k | 504.60 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.3M | +60% | 9.5k | 131.37 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.2M | -3% | 3.6k | 346.62 |
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| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.1 | $1.2M | 33k | 37.45 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $1.2M | NEW | 18k | 68.80 |
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| Netflix (NFLX) | 0.1 | $1.2M | 2.0k | 607.33 |
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| Fifth Third Ban (FITB) | 0.1 | $1.2M | 33k | 37.21 |
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| Pepsi (PEP) | 0.1 | $1.2M | +9% | 6.9k | 175.01 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $1.2M | +10% | 7.3k | 164.96 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.2M | +16% | 3.8k | 312.68 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.2M | +6856% | 14k | 86.48 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.2M | +6423% | 14k | 80.63 |
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| Chicago Atlantic Real Estate Fin (REFI) | 0.1 | $1.1M | 73k | 15.77 |
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| Amgen (AMGN) | 0.1 | $1.1M | +23% | 4.0k | 284.32 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.1M | +3% | 6.2k | 180.49 |
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| Abbott Laboratories (ABT) | 0.1 | $1.1M | +6% | 9.6k | 113.66 |
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| Oracle Corporation (ORCL) | 0.1 | $1.1M | +4% | 8.6k | 125.61 |
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| salesforce (CRM) | 0.1 | $1.0M | +19% | 3.4k | 301.18 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $996k | -4% | 3.5k | 286.57 |
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| Lowe's Companies (LOW) | 0.1 | $986k | +14% | 3.9k | 254.73 |
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| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $975k | 17k | 57.23 |
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| Coca-Cola Company (KO) | 0.1 | $970k | 16k | 61.18 |
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| Linde SHS (LIN) | 0.1 | $958k | +10% | 2.1k | 464.42 |
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| Honeywell International (HON) | 0.1 | $911k | +21% | 4.4k | 205.25 |
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| Starbucks Corporation (SBUX) | 0.1 | $906k | +6% | 9.9k | 91.39 |
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| International Business Machines (IBM) | 0.1 | $893k | +48% | 4.7k | 190.97 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $888k | +5% | 21k | 43.35 |
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| Intel Corporation (INTC) | 0.1 | $866k | +27% | 20k | 44.17 |
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| Caterpillar (CAT) | 0.1 | $855k | +48% | 2.3k | 366.43 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $853k | -14% | 27k | 31.95 |
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| Servicenow (NOW) | 0.1 | $846k | 1.1k | 762.70 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $842k | +23% | 1.4k | 581.21 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $837k | +2% | 18k | 47.87 |
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| McDonald's Corporation (MCD) | 0.1 | $837k | +12% | 3.0k | 281.96 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $833k | 13k | 65.87 |
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| Enterprise Products Partners (EPD) | 0.1 | $788k | NEW | 27k | 29.18 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $780k | +3% | 4.5k | 174.21 |
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| Rbc Cad (RY) | 0.1 | $778k | 7.7k | 100.88 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $777k | 9.5k | 81.78 |
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| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.1 | $776k | 13k | 57.93 |
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| Qualcomm (QCOM) | 0.1 | $757k | +4% | 4.5k | 169.30 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $736k | +13% | 14k | 53.34 |
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| Applied Materials (AMAT) | 0.1 | $719k | +8% | 3.5k | 206.23 |
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| First Tr Value Line Divid In SHS (FVD) | 0.1 | $715k | -5% | 17k | 42.23 |
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| ConocoPhillips (COP) | 0.1 | $710k | -8% | 5.6k | 127.28 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $699k | 2.3k | 300.12 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $685k | +10236% | 6.2k | 110.50 |
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| Wells Fargo & Company (WFC) | 0.1 | $666k | +22% | 12k | 57.96 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $662k | 17k | 39.81 |
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| Oneok (OKE) | 0.1 | $657k | -3% | 8.2k | 80.17 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $648k | 3.5k | 182.59 |
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| General Electric Com New (GE) | 0.1 | $628k | 3.6k | 175.53 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $623k | -2% | 3.0k | 205.98 |
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| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $619k | 37k | 16.90 |
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| Walt Disney Company (DIS) | 0.1 | $618k | +29% | 5.1k | 122.36 |
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| Goldman Sachs (GS) | 0.1 | $614k | +13% | 1.5k | 417.69 |
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| American Express Company (AXP) | 0.1 | $613k | +2% | 2.7k | 227.69 |
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| Intuit (INTU) | 0.1 | $612k | -2% | 942.00 | 650.01 |
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| Anthem (ELV) | 0.1 | $597k | +9% | 1.2k | 518.54 |
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| Nextera Energy (NEE) | 0.1 | $593k | +22% | 9.3k | 63.91 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $591k | +106% | 4.9k | 120.99 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $579k | +8% | 4.5k | 128.40 |
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| Danaher Corporation (DHR) | 0.1 | $578k | +11% | 2.3k | 249.72 |
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| At&t (T) | 0.1 | $575k | +79% | 33k | 17.60 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $574k | +388% | 5.9k | 97.94 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $573k | +10% | 2.7k | 210.29 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $565k | +539% | 8.4k | 67.34 |
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| Cigna Corp (CI) | 0.1 | $560k | +12% | 1.5k | 363.19 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $546k | -5% | 14k | 39.02 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $546k | +2% | 1.4k | 399.14 |
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| Sap Se Spon Adr (SAP) | 0.1 | $543k | 2.8k | 195.03 |
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| Union Pacific Corporation (UNP) | 0.1 | $540k | +2% | 2.2k | 245.94 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $536k | +56% | 5.7k | 94.41 |
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| Deere & Company (DE) | 0.1 | $534k | +10% | 1.3k | 410.74 |
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| Stryker Corporation (SYK) | 0.1 | $533k | +5% | 1.5k | 357.87 |
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| Verizon Communications (VZ) | 0.1 | $527k | +108% | 13k | 41.96 |
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| Target Corporation (TGT) | 0.1 | $526k | +104% | 3.0k | 177.21 |
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| Illinois Tool Works (ITW) | 0.1 | $525k | +35% | 2.0k | 268.33 |
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| American Intl Group Com New (AIG) | 0.1 | $524k | +2% | 6.7k | 78.17 |
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| Automatic Data Processing (ADP) | 0.1 | $524k | +3% | 2.1k | 249.74 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $519k | 5.1k | 102.75 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $511k | +52% | 3.9k | 129.35 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $509k | -5% | 6.0k | 85.06 |
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| BlackRock (BLK) | 0.1 | $499k | +10% | 598.00 | 833.70 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $495k | +105% | 9.9k | 50.10 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $495k | -6% | 1.0k | 478.66 |
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| Ameriprise Financial (AMP) | 0.1 | $491k | +6% | 1.1k | 438.44 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $490k | -7% | 1.1k | 454.87 |
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| Lam Research Corporation (LRCX) | 0.1 | $482k | 496.00 | 971.58 |
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| AutoZone (AZO) | 0.0 | $479k | +7% | 152.00 | 3151.65 |
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| Kla Corp Com New (KLAC) | 0.0 | $478k | +2% | 684.00 | 698.57 |
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| O'reilly Automotive (ORLY) | 0.0 | $478k | +6% | 423.00 | 1128.88 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $474k | 12k | 41.08 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $474k | +502% | 6.2k | 75.98 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $471k | +29% | 4.8k | 97.53 |
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| Hercules Technology Growth Capital (HTGC) | 0.0 | $470k | NEW | 26k | 18.45 |
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| TJX Companies (TJX) | 0.0 | $460k | +14% | 4.5k | 101.42 |
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| Aon Shs Cl A (AON) | 0.0 | $454k | +17% | 1.4k | 333.72 |
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| Super Micro Computer (SMCI) | 0.0 | $452k | NEW | 447.00 | 1010.03 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $447k | 1.8k | 249.85 |
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| Booking Holdings (BKNG) | 0.0 | $446k | 123.00 | 3627.88 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $446k | 5.3k | 84.44 |
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| Sherwin-Williams Company (SHW) | 0.0 | $445k | +62% | 1.3k | 347.33 |
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| S&p Global (SPGI) | 0.0 | $438k | +22% | 1.0k | 425.45 |
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| Micron Technology (MU) | 0.0 | $436k | +8% | 3.7k | 117.89 |
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| Shell Spon Ads (SHEL) | 0.0 | $427k | 6.4k | 67.04 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $423k | -32% | 8.2k | 51.60 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $423k | 5.5k | 77.52 |
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| Dow (DOW) | 0.0 | $417k | NEW | 7.2k | 57.93 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $415k | +56% | 5.9k | 70.88 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $413k | 2.3k | 179.11 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $410k | 2.3k | 175.26 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $410k | 141.00 | 2906.77 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $409k | 3.6k | 114.16 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $408k | +2% | 6.0k | 67.75 |
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| Morgan Stanley Com New (MS) | 0.0 | $406k | +18% | 4.3k | 94.16 |
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $400k | NEW | 26k | 15.38 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $397k | +5% | 409.00 | 970.47 |
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| Chubb (CB) | 0.0 | $394k | +18% | 1.5k | 259.13 |
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| Psq Holdings Cl A (PSQH) | 0.0 | $389k | 72k | 5.38 |
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| Air Products & Chemicals (APD) | 0.0 | $388k | 1.6k | 242.27 |
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| Pfizer (PFE) | 0.0 | $383k | -18% | 14k | 27.75 |
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| Schlumberger Com Stk (SLB) | 0.0 | $383k | +8% | 7.0k | 54.81 |
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| Palo Alto Networks (PANW) | 0.0 | $382k | +4% | 1.3k | 284.13 |
|
| Norfolk Southern (NSC) | 0.0 | $382k | 1.5k | 254.87 |
|
|
| McKesson Corporation (MCK) | 0.0 | $381k | +5% | 710.00 | 536.85 |
|
| Fiserv (FI) | 0.0 | $380k | +11% | 2.4k | 159.82 |
|
| Ecolab (ECL) | 0.0 | $377k | +35% | 1.6k | 230.90 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $376k | +7% | 5.2k | 72.34 |
|
| PNC Financial Services (PNC) | 0.0 | $375k | -9% | 2.3k | 161.60 |
|
| Prologis (PLD) | 0.0 | $373k | -7% | 2.9k | 130.22 |
|
| Progressive Corporation (PGR) | 0.0 | $368k | +23% | 1.8k | 206.82 |
|
| American Tower Reit (AMT) | 0.0 | $364k | +43% | 1.8k | 197.59 |
|
| Unilever Spon Adr New (UL) | 0.0 | $363k | NEW | 7.2k | 50.19 |
|
| Emerson Electric (EMR) | 0.0 | $359k | NEW | 3.2k | 113.42 |
|
| Main Street Capital Corporation (MAIN) | 0.0 | $357k | NEW | 7.5k | 47.31 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $354k | NEW | 5.8k | 60.78 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $344k | -7% | 619.00 | 555.80 |
|
| Southern Company (SO) | 0.0 | $342k | -6% | 4.8k | 71.74 |
|
| Fidelity Wise Origin Bitcoin SHS | 0.0 | $342k | NEW | 5.5k | 62.06 |
|
| Janus International Group In Common Stock (JBI) | 0.0 | $336k | 22k | 15.13 |
|
|
| General Motors Company (GM) | 0.0 | $335k | NEW | 7.4k | 45.35 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $332k | 3.2k | 103.01 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $331k | -6% | 847.00 | 390.65 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $329k | +39% | 7.9k | 41.77 |
|
| Acuity Brands (AYI) | 0.0 | $328k | NEW | 1.2k | 268.73 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $327k | +53% | 3.4k | 96.73 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $325k | -12% | 13k | 25.44 |
|
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.0 | $324k | 14k | 23.89 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $320k | +10% | 260.00 | 1229.91 |
|
| Ishares Tr Msci Eafe Smcp (HSCZ) | 0.0 | $317k | 10k | 31.50 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $316k | 8.1k | 38.98 |
|
|
| Equinix (EQIX) | 0.0 | $312k | 378.00 | 825.33 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $311k | +14% | 4.5k | 68.49 |
|
| Autodesk (ADSK) | 0.0 | $311k | -3% | 1.2k | 260.42 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $311k | +12% | 4.9k | 62.81 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $310k | +9% | 741.00 | 418.01 |
|
| Nike CL B (NKE) | 0.0 | $309k | -9% | 3.3k | 93.98 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $309k | -12% | 1.4k | 213.31 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $306k | 4.5k | 67.86 |
|
|
| Allstate Corporation (ALL) | 0.0 | $302k | +11% | 1.7k | 173.01 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $302k | +41% | 5.2k | 57.69 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $302k | -13% | 3.1k | 96.71 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $301k | +3% | 557.00 | 539.93 |
|
| Philip Morris International (PM) | 0.0 | $301k | -6% | 3.3k | 91.62 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.0 | $298k | +825% | 6.8k | 44.21 |
|
| Msci (MSCI) | 0.0 | $296k | 528.00 | 560.45 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $293k | +13% | 304.00 | 962.49 |
|
| Consolidated Edison (ED) | 0.0 | $290k | -13% | 3.2k | 90.81 |
|
| Phillips 66 (PSX) | 0.0 | $289k | -20% | 1.8k | 163.34 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $288k | +2% | 1.4k | 201.50 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $286k | -5% | 1.7k | 171.98 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $286k | -5% | 5.3k | 54.40 |
|
| 3M Company (MMM) | 0.0 | $284k | NEW | 2.7k | 106.07 |
|
| EOG Resources (EOG) | 0.0 | $282k | -18% | 2.2k | 127.84 |
|
| Diamondback Energy (FANG) | 0.0 | $281k | +4% | 1.4k | 198.17 |
|
| W.W. Grainger (GWW) | 0.0 | $277k | -3% | 272.00 | 1017.33 |
|
| Ford Motor Company (F) | 0.0 | $275k | +81% | 21k | 13.28 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $275k | -18% | 3.9k | 70.00 |
|
| General Dynamics Corporation (GD) | 0.0 | $274k | NEW | 970.00 | 282.49 |
|
| Kenvue (KVUE) | 0.0 | $272k | +17% | 13k | 21.46 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $271k | NEW | 1.3k | 205.72 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $270k | NEW | 5.0k | 54.23 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $267k | 2.6k | 101.50 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $266k | -6% | 854.00 | 311.28 |
|
| Boeing Company (BA) | 0.0 | $266k | +3% | 1.4k | 193.02 |
|
| Simon Property (SPG) | 0.0 | $265k | +15% | 1.7k | 156.49 |
|
| Synopsys (SNPS) | 0.0 | $262k | +8% | 459.00 | 571.50 |
|
| Paychex (PAYX) | 0.0 | $261k | -29% | 2.1k | 122.80 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $259k | 3.5k | 74.22 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $259k | 4.0k | 64.99 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $256k | +138% | 3.2k | 80.51 |
|
| Marathon Oil Corporation (MRO) | 0.0 | $255k | 9.0k | 28.34 |
|
|
| Uber Technologies (UBER) | 0.0 | $255k | NEW | 3.3k | 76.99 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $254k | +33% | 1.2k | 208.27 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $254k | +72% | 3.5k | 73.15 |
|
| Ishares Tr Cur Hd Eurzn Etf (HEZU) | 0.0 | $254k | -7% | 6.9k | 36.77 |
|
| CSX Corporation (CSX) | 0.0 | $253k | -15% | 6.8k | 37.07 |
|
| Fastenal Company (FAST) | 0.0 | $252k | 3.3k | 77.14 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $252k | -9% | 1.5k | 163.22 |
|
| Altria (MO) | 0.0 | $251k | NEW | 5.8k | 43.62 |
|
| Waste Management (WM) | 0.0 | $250k | -19% | 1.2k | 213.15 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $249k | +4% | 2.7k | 93.45 |
|
| Capital One Financial (COF) | 0.0 | $249k | NEW | 1.7k | 148.89 |
|
| Williams Companies (WMB) | 0.0 | $248k | -13% | 6.4k | 38.97 |
|
| Intercontinental Exchange (ICE) | 0.0 | $248k | -7% | 1.8k | 137.43 |
|
| Gilead Sciences (GILD) | 0.0 | $247k | -9% | 3.4k | 73.25 |
|
| FedEx Corporation (FDX) | 0.0 | $245k | NEW | 846.00 | 289.75 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $245k | -8% | 4.2k | 57.62 |
|
| Prudential Financial (PRU) | 0.0 | $242k | NEW | 2.1k | 117.40 |
|
| Constellation Energy (CEG) | 0.0 | $241k | NEW | 1.3k | 184.86 |
|
| Entergy Corporation (ETR) | 0.0 | $241k | NEW | 2.3k | 105.68 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $241k | 1.0k | 239.76 |
|
|
| Travelers Companies (TRV) | 0.0 | $240k | NEW | 1.0k | 230.14 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $236k | NEW | 870.00 | 271.76 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $236k | NEW | 665.00 | 354.99 |
|
| Tidewater (TDW) | 0.0 | $232k | NEW | 2.5k | 92.00 |
|
| Martin Marietta Materials (MLM) | 0.0 | $232k | NEW | 377.00 | 613.94 |
|
| Microchip Technology (MCHP) | 0.0 | $230k | -10% | 2.6k | 89.71 |
|
| Paccar (PCAR) | 0.0 | $229k | NEW | 1.8k | 123.89 |
|
| General Mills (GIS) | 0.0 | $228k | NEW | 3.3k | 69.97 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $226k | NEW | 4.8k | 47.02 |
|
| Monster Beverage Corp (MNST) | 0.0 | $225k | NEW | 3.8k | 59.28 |
|
| Ubs Group SHS (UBS) | 0.0 | $225k | +4% | 7.3k | 30.72 |
|
| Dupont De Nemours (DD) | 0.0 | $224k | NEW | 2.9k | 76.67 |
|
| Cardinal Health (CAH) | 0.0 | $222k | NEW | 2.0k | 111.90 |
|
| Advisor Managed Portfolios Cornercap Fundam | 0.0 | $220k | NEW | 5.5k | 39.70 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $218k | 1.6k | 135.06 |
|
|
| Nucor Corporation (NUE) | 0.0 | $214k | -9% | 1.1k | 197.90 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $213k | NEW | 10k | 20.82 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $212k | NEW | 1.4k | 148.74 |
|
| Cummins (CMI) | 0.0 | $211k | NEW | 717.00 | 294.65 |
|
| Analog Devices (ADI) | 0.0 | $211k | -5% | 1.1k | 197.79 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $210k | NEW | 835.00 | 251.68 |
|
| Citigroup Com New (C) | 0.0 | $210k | NEW | 3.3k | 63.24 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $210k | 2.0k | 104.73 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $208k | 2.4k | 85.74 |
|
|
| Arista Networks (ANET) | 0.0 | $205k | NEW | 708.00 | 289.98 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $205k | 17k | 11.84 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $204k | NEW | 679.00 | 300.21 |
|
| Mettler-Toledo International (MTD) | 0.0 | $203k | NEW | 153.00 | 1328.16 |
|
| SYSCO Corporation (SYY) | 0.0 | $203k | NEW | 2.5k | 81.18 |
|
| Walker & Dunlop (WD) | 0.0 | $202k | 2.0k | 101.06 |
|
|
| State Street Corporation (STT) | 0.0 | $202k | NEW | 2.6k | 77.32 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $192k | NEW | 3.1k | 61.53 |
|
| Ishares Tr Global Reit Etf (REET) | 0.0 | $180k | 7.6k | 23.68 |
|
|
| Dyadic International (DYAI) | 0.0 | $178k | 107k | 1.67 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $177k | 1.7k | 103.79 |
|
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $176k | NEW | 7.0k | 25.28 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $174k | +23% | 4.8k | 36.19 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $174k | 1.5k | 117.21 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $173k | +4% | 4.1k | 42.12 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $167k | 1.9k | 88.42 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $158k | 1.3k | 118.29 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $158k | -14% | 2.7k | 57.86 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $154k | -22% | 840.00 | 182.69 |
|
| Prospect Capital Corporation (PSEC) | 0.0 | $143k | NEW | 26k | 5.52 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $142k | +400% | 2.3k | 61.90 |
|
| Franklin Templeton Etf Tr Ftse Europe (FLEE) | 0.0 | $141k | 4.7k | 29.74 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $132k | 2.1k | 63.33 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $127k | +12% | 817.00 | 155.91 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $123k | +341% | 2.0k | 60.74 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $122k | 3.3k | 36.75 |
|
|
| Haleon Spon Ads (HLN) | 0.0 | $114k | 13k | 8.49 |
|
|
| Pennantpark Floating Rate Capi (PFLT) | 0.0 | $114k | 10k | 11.38 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $113k | 709.00 | 158.81 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $111k | 11k | 10.23 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $107k | +4445% | 2.2k | 49.24 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $106k | 1.8k | 58.55 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $105k | 26k | 3.98 |
|
|
| Barclays Adr (BCS) | 0.0 | $103k | 11k | 9.45 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $99k | 1.3k | 77.31 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $95k | 1.9k | 50.45 |
|
|
| Franklin Templeton Etf Tr Ftse Canada (FLCA) | 0.0 | $95k | -29% | 2.7k | 34.69 |
|
| Global X Fds Russell 2000 (RYLD) | 0.0 | $89k | NEW | 5.2k | 16.91 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $71k | 382.00 | 186.80 |
|
|
| Quantumscape Corp Com Cl A (QS) | 0.0 | $71k | 11k | 6.29 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $68k | 400.00 | 169.37 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $66k | 725.00 | 91.25 |
|
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.0 | $66k | 2.1k | 31.03 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $65k | +51% | 355.00 | 183.89 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $60k | 23k | 2.59 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $55k | +30% | 438.00 | 125.33 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $54k | 199.00 | 270.27 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.0 | $52k | NEW | 469.00 | 110.05 |
|
| Spdr Ser Tr Ssga Us Smal Etf (SMLV) | 0.0 | $51k | 452.00 | 112.04 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $51k | 560.00 | 90.39 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $50k | NEW | 559.00 | 89.90 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $50k | +35% | 338.00 | 147.73 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $50k | +2% | 601.00 | 82.97 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $42k | 569.00 | 73.04 |
|
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $40k | NEW | 929.00 | 43.04 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $38k | NEW | 1.5k | 25.25 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $36k | NEW | 443.00 | 81.66 |
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.0 | $35k | NEW | 223.00 | 154.93 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $30k | +19% | 237.00 | 125.96 |
|
| Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.0 | $26k | +21% | 573.00 | 45.83 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $23k | 267.00 | 84.09 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $20k | NEW | 90.00 | 224.99 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $19k | -30% | 175.00 | 108.31 |
|
| Enzo Biochem (ENZ) | 0.0 | $18k | 14k | 1.27 |
|
|
| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 0.0 | $18k | NEW | 327.00 | 53.46 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $17k | 223.00 | 76.36 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $15k | NEW | 335.00 | 45.59 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.0 | $14k | NEW | 190.00 | 76.00 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $14k | 272.00 | 50.77 |
|
|
| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 0.0 | $13k | NEW | 408.00 | 32.19 |
|
| Lennar Corp CL B (LEN.B) | 0.0 | $13k | 83.00 | 154.18 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $12k | +266% | 66.00 | 187.35 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $12k | +14% | 146.00 | 79.91 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $11k | NEW | 149.00 | 76.03 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $11k | 118.00 | 92.89 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $10k | 75.00 | 137.23 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $9.6k | 250.00 | 38.47 |
|
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.0 | $9.5k | NEW | 400.00 | 23.77 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $9.0k | NEW | 155.00 | 57.85 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $8.8k | -76% | 216.00 | 40.70 |
|
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.0 | $8.8k | NEW | 154.00 | 56.94 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $8.5k | NEW | 362.00 | 23.46 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $8.2k | 147.00 | 55.53 |
|
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.0 | $7.9k | NEW | 280.00 | 28.18 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $7.8k | 241.00 | 32.48 |
|
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $5.7k | 200.00 | 28.40 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $4.3k | -55% | 71.00 | 61.06 |
|
| Ishares Tr North Amern Nat (IGE) | 0.0 | $4.1k | NEW | 91.00 | 44.99 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $2.5k | NEW | 38.00 | 66.58 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $1.7k | NEW | 122.00 | 13.98 |
|
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $1.6k | NEW | 38.00 | 43.11 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $1.2k | NEW | 14.00 | 87.21 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.0 | $1.1k | NEW | 51.00 | 21.73 |
|
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $685.000000 | -89% | 16.00 | 42.81 |
|
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $99.000000 | 4.00 | 24.75 |
|
Past Filings by Sage Mountain Advisors
SEC 13F filings are viewable for Sage Mountain Advisors going back to 2020
- Sage Mountain Advisors 2024 Q1 filed April 23, 2024
- Sage Mountain Advisors 2023 Q4 filed Feb. 1, 2024
- Sage Mountain Advisors 2023 Q3 filed Oct. 25, 2023
- Sage Mountain Advisors 2023 Q2 filed July 24, 2023
- Sage Mountain Advisors 2023 Q1 filed April 25, 2023
- Sage Mountain Advisors 2022 Q4 filed Feb. 1, 2023
- Sage Mountain Advisors 2022 Q3 filed Oct. 31, 2022
- Sage Mountain Advisors 2022 Q1 restated filed Aug. 25, 2022
- Sage Mountain Advisors 2022 Q2 restated filed Aug. 25, 2022
- Sage Mountain Advisors 2022 Q2 filed Aug. 1, 2022
- Sage Mountain Advisors 2022 Q1 filed May 10, 2022
- Sage Mountain Advisors 2021 Q4 filed Feb. 2, 2022
- Sage Mountain Advisors 2021 Q3 filed Nov. 1, 2021
- Sage Mountain Advisors 2021 Q2 filed July 22, 2021
- Sage Mountain Advisors 2021 Q1 filed May 10, 2021
- Sage Mountain Advisors 2020 Q4 restated filed March 1, 2021