Sage Advisors, LLC Portfolio Holdings by Sector
Sage Advisors, LLC
- $142 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Credit Services | Financial Services
ORCC 1 stocks |
$31.4 Million
22.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ARCC FSK ARES OWL 4 stocks |
$27.7 Million
19.56% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
BNL 1 stocks |
$15.5 Million
10.92% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$15.4 Million
10.9% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD OKE 2 stocks |
$11.7 Million
8.26% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$10 Million
7.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$5.4 Million
3.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY DIA QQQ 3 stocks |
$5.21 Million
3.68% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$4.96 Million
3.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$3.19 Million
2.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$2.54 Million
1.79% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.69 Million
1.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$1.69 Million
1.19% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$1.45 Million
1.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$1.18 Million
0.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ 1 stocks |
$793,390
0.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM COIN 2 stocks |
$716,423
0.51% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
HPE 1 stocks |
$428,596
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$236,489
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$236,095
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Silver | Basic Materials
AG 1 stocks |
$215,070
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|