SI

Sage Investment Advisers LLC

13F
Sage Investment Advisers LLC
Last update 2024-11-04 74 Stocks (8 new)
Value $96.00 Mil Turnover 6 %
Countries:
Top Holdings: VOO(11.03%)V(5.76%)IAU(4.79%)CHDN(3.82%)VGSH(3.71%)
Summary Stock Picks Current Portfolio
Sage Investment Advisers LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
19,971
10,538.0
+2.17%
11.030
+0.23%
0.000
+0.09%
+1.48%
604,835.6
 
V 		Visa Inc
19,990
5,496.4
-2.45%
5.760
-0.15%
0.000
+0.89%
+15.98%
699,834.0
Credit Services
IAU 		iShares Gold Trust
92,080
4,576.4
-1.81%
4.790
-0.08%
0.010
+18.38%
+28.80%
47,254.5
 
CHDN 		Churchill Downs Inc
26,985
3,648.6
-3.05%
3.820
-0.13%
0.040
-21.70%
-30.52%
6,701.7
Travel & Leisure
VGSH 		Vanguard Short-Term Government Bond ETF
60,007
3,541.6
+9.86%
3.710
+0.33%
0.020
+0.95%
+2.10%
22,413.8
 
CVX 		Chevron Corp
23,229
3,420.9
-0.08%
3.580
0%
0.000
-12.04%
-2.61%
238,770.0
Oil & Gas
BSV 		Vanguard Short-Term Bond ETF
39,652
3,120.2
-0.06%
3.270
0%
0.010
+1.17%
+2.59%
34,551.8
 
IVW 		iShares S&P 500 Growth ETF
32,524
3,114.2
-1.82%
3.260
-0.06%
0.010
+3.30%
+2.93%
56,304.1
 
JPM 		JPMorgan Chase & Co
14,135
2,980.5
+0.67%
3.120
+0.02%
0.000
+0.62%
+11.66%
735,515.1
Banks
IVE 		iShares S&P 500 Value ETF
15,017
2,960.8
+3.95%
3.100
+0.12%
0.010
-3.56%
-0.37%
37,793.7
 

Sage Investment Advisers LLC's Historical Top Holdings Breakdowns

Sage Investment Advisers LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+1.17%
●
25.67 ($27.24) 28.35
$26.25
-3.63%
Add 207.06%
58,716
13,198
SCHA 		Schwab U.S. Small-Cap ETF2024-09-30Add
+0.84%
●
23.45 ($24.83) 25.98
$24.19
-2.58%
Add 109.49%
59,386
15,519
SCHM 		Schwab U.S. Mid-Cap ETF2024-09-30Add
+0.55%
●
25.16 ($26.59) 27.75
$27.05
1.73%
Add 236.88%
26,886
6,302
IBM 		International Business Machines Corp2024-09-30Add
+0.41%
●
175.1 ($196.07) 223.43
$263.90
34.59%
Add 15.56%
13,084
1,762
LMT 		Lockheed Martin Corp2024-09-30Reduce
-0.39%
●
460.3 ($536.9) 584.56
$478.82
-10.82%
Reduce -14.03%
4,479
-731
VGSH 		Vanguard Short-Term Government Bond ETF2024-09-30Add
+0.33%
●
57.74 ($58.57) 59.13
$58.39
-0.31%
Add 9.86%
60,007
5,385
META 		Meta Platforms Inc2024-09-30Sold Out
-0.29%
●
453.41 ($514.55) 572.44
$670.90
30.39%
Sold Out
0
-516
RTX 		RTX Corp2024-09-30New Buy
+0.28%
●
99.55 ($114.05) 123.34
$137.46
20.53%
New holding
2,223
2,223
ABBV 		AbbVie Inc2024-09-30New Buy
+0.27%
●
163.84 ($186.63) 199.35
$186.99
0.19%
New holding
1,302
1,302
PM 		Philip Morris International Inc2024-09-30New Buy
+0.27%
●
101.25 ($116.19) 127.45
$182.75
57.29%
New holding
2,097
2,097

Sage Investment Advisers LLC Total Holding History ($B)

To

Sage Investment Advisers LLC's Asset Allocation

To

Sage Investment Advisers LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sage Investment Advisers LLC's Hypothetical Growth since 2024-09-30

Sage Investment Advisers LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sage Investment Advisers LLC's Holdings Heat Map

Size field:

Sage Investment Advisers LLC's Holdings Bubble Chart

Sage Investment Advisers LLC News

  • 1

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