Sage Advisors, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $127 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Owl Rock Capital Corp with a value of $29.1B, Ares Capital Corp with a value of $19.1B, Broadstone Net Lease, Inc. with a value of $17.7B, Eli Lilly & CO with a value of $16.5B, and Apple Inc. with a value of $10.8B.

Examining the 13F form we can see an increase of $3.94B in the current position value, from $123B to 127B.

Sage Advisors, LLC is based out at Boulder, CO

Below you can find more details about Sage Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $127 Billion
Financial Services: $52.7 Billion
Real Estate: $17.7 Billion
Technology: $17.4 Billion
Healthcare: $16.5 Billion
Energy: $10.5 Billion
Consumer Cyclical: $4.68 Billion
ETFs: $4.32 Billion
Communication Services: $1.48 Billion
Other: $1.66 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $127 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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