Fund HoldingsSage Mountain Advisors LLC

Total Portfolio Value
$861.91M
Total Bought
$131.66M
Total Sold
$29.83M
Net Transaction
+$101.83M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
JANUS DETROIT STR TR
HENDRSON AAA CL
1,910,5292,425,462+514,93396,157122,00114.15%+25,844
VANECK ETF TRUST
HIGH YLD MUNIETF
9,306387,853+378,54745720,0252.32%+19,568
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
1,401,3231,481,609+80,28660,63570,9108.23%+10,275
VANGUARD INDEX FDS0282,105+282,105066,9217.76%+66,921
ISHARES TR
MSCI USA QLT FCT
548,838555,160+6,32272,33181,6869.48%+9,355
VANGUARD TAX-MANAGED FDS0272,524+272,524013,0541.51%+13,054
ISHARES TR
MSCI INTL QUALTY
826,255878,138+51,88327,77032,9833.83%+5,212
SPDR SER TR
ST STR BLO 1 ETF
061,283+61,28305,6010.65%+5,601
VANGUARD INDEX FDS090,640+90,640039,5924.59%+39,592
GOLUB CAP BDC INC(GBDC)2,066,3112,172,722+106,41130,31332,8083.81%+2,495
SPDR SER TR
ST STR MSCI USAQ
0191,606+191,606025,3152.94%+25,315
BROADCOM INC(AVGO)06,536+6,53607,2960.85%+7,296
BANK AMERICA CORP0253,246+253,24608,5270.99%+8,527
VANGUARD STAR FDS0211,219+211,219012,2421.42%+12,242
MICROSOFT CORP(MSFT)042,376+42,376015,9351.85%+15,935
SPDR SER TR
ST STR R1K LOWV
018,958+18,95802,7490.32%+2,749
VANGUARD WORLD FDS
INF TECH ETF
019,227+19,22709,3061.08%+9,306
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
046,717+46,71703,6450.42%+3,645
ISHARES TR
MSCI USA SMCP MN
033,080+33,08001,1810.14%+1,181
ANGEL OAK FUNDS TRUST
OAK ULTRASHORT
022,600+22,60001,1430.13%+1,143
APPLE INC(AAPL)0100,238+100,238019,2992.24%+19,299
VANGUARD INDEX FDS048,844+48,844010,4201.21%+10,420
JPMORGAN CHASE & CO(JPM)42,39942,188-2116,1497,1760.83%+1,027
AMAZON COM INC(AMZN)40,24340,076-1675,1166,0890.71%+973
VANGUARD INDEX FDS013,756+13,75602,4760.29%+2,476
ALPHABET INC(GOOG)26,18731,116+4,9293,4534,3850.51%+932
JANUS DETROIT STR TR
B-BBB CLO ETF
12,77131,881+19,1106071,5290.18%+922
ISHARES TR039,845+39,84503,0020.35%+3,002
ISHARES TR09,500+9,50007790.09%+779
SPDR INDEX SHS FDS
ST STR NAT ETF
013,394+13,39407590.09%+759
PINNACLE FINL PARTNERS INC36,07736,099+222,4193,1490.37%+730
VANGUARD WORLD FD1,2253,625+2,4002789410.11%+663
SPDR S&P 500 ETF TR(SPY)12,44212,569+1275,3195,9740.69%+656
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
023,315+23,31501,6910.20%+1,691
VANGUARD INDEX FDS010,817+10,81703,3630.39%+3,363
ISHARES TR025,349+25,34902,6670.31%+2,667
META PLATFORMS INC(META)8,2718,543+2722,4833,0240.35%+541
INVESCO QQQ TR02,816+2,81601,1530.13%+1,153
VISA INC(V)9,93410,722+7882,2852,7910.32%+507
ISHARES TR017,833+17,83304,6770.54%+4,677
SCHWAB STRATEGIC TR082,844+82,84404,6720.54%+4,672
ISHARES TR031,907+31,90703,4540.40%+3,454
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
0105,830+105,83003,9920.46%+3,992
ALPHABET INC(GOOG)31,70832,477+7694,1494,5370.53%+387
CHICAGO ATLANTIC REAL ESTATE54,02971,913+17,8847951,1640.13%+368
ISHARES TR03,993+3,99301,9070.22%+1,907
ELI LILLY & CO(LLY)4,1694,439+2702,2392,5880.30%+348
SCHWAB STRATEGIC TR014,450+14,45001,1990.14%+1,199
ISHARES TR09,977+9,97703,0250.35%+3,025
INVESCO EXCH TRADED FD TR II013,563+13,56303260.04%+326
FIFTH THIRD BANCORP(FITB)032,376+32,37601,1170.13%+1,117
ISHARES TR
MSCI EAFE SMCP
010,077+10,07702950.03%+295
ADVANCED MICRO DEVICES INC(AMD)06,014+6,01408870.10%+887
UNITEDHEALTH GROUP INC(UNH)3,5283,922+3941,7792,0650.24%+286
NVIDIA CORPORATION(NVDA)8,8248,319-5053,8384,1200.48%+281
INTEL CORP(INTC)14,01915,432+1,4134987750.09%+277
ISHARES TR
MSCI USA MIN ETF
13,19015,674+2,4849551,2230.14%+268
ISHARES INC
CORE MSCI EMKT
012,205+12,20506170.07%+617
ISHARES TR
MSCI EAFE MIN VL
03,750+3,75002600.03%+260
WILLIAMS COS INC(WMB)07,357+7,35702560.03%+256
BHP GROUP LTD03,693+3,69302520.03%+252
ROYAL BK CDA(RY)07,709+7,70907800.09%+780
NETFLIX INC(NFLX)01,989+1,98909680.11%+968
BANK NEW YORK MELLON CORP04,641+4,64102420.03%+242
GRAINGER W W INC(GWW)0282+28202340.03%+234
ACCENTURE PLC IRELAND
SHS CLASS A
3,5303,746+2161,0841,3150.15%+230
PROGRESSIVE CORP(PGR)01,442+1,44202300.03%+230
SONY GROUP CORP(SONY)02,416+2,41602290.03%+229
VERIZON COMMUNICATIONS INC(VZ)06,007+6,00702260.03%+226
WALKER & DUNLOP INC(WD)02,000+2,00002220.03%+222
ANSYS INC0606+60602200.03%+220
ALLSTATE CORP(ALL)01,566+1,56602190.03%+219
SYNOPSYS INC(SNPS)0425+42502190.03%+219
UBS GROUP AG(UBS)07,038+7,03802170.03%+217
TE CONNECTIVITY LTD(TEL)01,524+1,52402140.02%+214
FASTENAL CO(FAST)03,272+3,27202120.02%+212
ISHARES TR
HDG MSCI EAFE
053,415+53,41501,6830.20%+1,683
SIMON PPTY GROUP INC NEW(SPG)01,470+1,47002100.02%+210
NUCOR CORP(NUE)01,193+1,19302080.02%+208
TARGET CORP(TGT)01,449+1,44902060.02%+206
TRUST FOR ADVISED PORTFOLIOS05,548+5,54802030.02%+203
VANGUARD INDEX FDS18,22918,117-1122,5142,7090.31%+194
ISHARES TR011,758+11,75804730.05%+473
MASTERCARD INCORPORATED(MA)3,3463,542+1961,3251,5110.18%+186
INTUIT(INTU)822966+1444206040.07%+184
MERCK & CO INC(MRK)021,245+21,24502,3160.27%+2,316
ABBOTT LABS09,070+9,07009980.12%+998
BLACKSTONE INC(BX)5,6195,940+3216027780.09%+176
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
0148,282+148,28208,0190.93%+8,019
SALESFORCE INC(CRM)2,8812,874-75847560.09%+172
CVS HEALTH CORP(CVS)27,55026,539-1,0111,9242,0960.24%+172
QUALCOMM INC(QCOM)04,292+4,29206210.07%+621
SPDR INDEX SHS FDS
ST STR MSCI EAFE
062,562+62,56204,5720.53%+4,572
ADOBE INC(ADBE)2,6682,552-1161,3601,5230.18%+162
ABBVIE INC(ABBV)8,0998,833+7341,2071,3690.16%+162
PALO ALTO NETWORKS INC(PANW)9361,284+3482193790.04%+159
SERVICENOW INC(NOW)1,1401,118-226377900.09%+153
LULULEMON ATHLETICA INC(LULU)0905+90504630.05%+463
DISNEY WALT CO(DIS)03,900+3,90003520.04%+352
SCHWAB CHARLES CORP(SCHW)3,7144,832+1,1182043320.04%+129
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