Sage Advisors, LLC Portfolio Holdings by Sector
Sage Advisors, LLC
- $127 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Credit Services | Financial Services
ORCC 1 stocks |
$29.1 Million
22.92% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ARCC BLK 2 stocks |
$19.5 Million
15.35% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
BNL 1 stocks |
$17.7 Million
13.92% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$16.5 Million
13.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$10.8 Million
8.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD OKE 2 stocks |
$10.5 Million
8.28% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$4.68 Million
3.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY DIA QQQ 3 stocks |
$4.32 Million
3.4% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$4.1 Million
3.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$2.25 Million
1.78% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.76 Million
1.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$1.48 Million
1.17% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$1.07 Million
0.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$1.03 Million
0.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ 1 stocks |
$1.03 Million
0.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
HPE 1 stocks |
$563,691
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$281,992
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$202,027
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Silver | Basic Materials
AG 1 stocks |
$111,936
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|