Sage Investment Advisers LLC Reduced Holdings in Q3 2024

Sage Investment Advisers LLC

  • $94 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CHDN
Churchill Downs Inc

Consumer Cyclical
-850
- 3.05%
$130.35 - $145.0 $111K - $123K
27K $3.65M
CVX
Chevron Corp

Energy
-19
- 0.08%
$137.88 - $161.97 $2.62K - $3.08K
23.2K $3.42M
MSFT
Microsoft Corp

Technology
-140
- 4.25%
$395.15 - $467.56 $55.3K - $65.5K
3.16K $1.36M
GOOGL
Alphabet Inc.

Communication Services
-134
- 2.61%
$148.65 - $191.18 $19.9K - $25.6K
4.99K $827K
MLM
Martin Marietta Materials Inc

Basic Materials
-135
- 3.3%
$502.48 - $593.35 $67.8K - $80.1K
3.95K $2.13M
WM
Waste Management Inc

Industrials
-91
- 1.26%
$196.96 - $223.45 $17.9K - $20.3K
7.13K $1.48M
BAC
Bank Of America Corp

Financial Services
-1.1K
- 12.12%
$36.65 - $44.13 $40.4K - $48.7K
8K $317K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-92
- 0.87%
$42.59 - $60.56 $3.92K - $5.57K
10.5K $530K
FICO
Fair Isaac Corp

Technology
-34
- 24.46%
$1496.51 - $1947.38 $50.9K - $66.2K
105 $204K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-269
- 7.72%
$95.1 - $106.76 $25.6K - $28.7K
3.21K $343K
SII
Sprott Inc.

Financial Services
-1K
- 3.48%
$38.73 - $46.3 $38.7K - $46.3K
27.7K $1.2M
MO
Altria Group, Inc.

Consumer Defensive
-327
- 5.93%
$45.95 - $54.71 $15K - $17.9K
5.19K $264K
ABT
Abbott Laboratories

Healthcare
-31
- 1.08%
$100.07 - $118.13 $3.1K - $3.66K
2.84K $323K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-28
- 0.59%
$434.77 - $502.96 $12.2K - $14.1K
4.75K $2.32M
IVW
Ishares S&P 500 Growth ETF

ETFs
-603
- 1.82%
$84.77 - $97.13 $51.1K - $58.6K
32.5K $3.11M
NSC
Norfolk Southern Corp

Industrials
-50
- 1.99%
$213.75 - $259.69 $10.7K - $13K
2.46K $611K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-43
- 0.52%
$117.9 - $128.2 $5.07K - $5.51K
8.3K $1.06M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-23
- 0.06%
$76.38 - $78.87 $1.76K - $1.81K
39.7K $3.12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-19
- 0.87%
$405.19 - $478.57 $7.7K - $9.09K
2.16K $993K
V
Visa Inc.

Financial Services
-502
- 2.45%
$253.74 - $291.56 $127K - $146K
20K $5.5M
ESP
Espey Mfg & Electronics Corp

Industrials
-300
- 1.53%
$20.76 - $30.09 $6.23K - $9.03K
19.3K $580K
LMT
Lockheed Martin Corp

Industrials
-731
- 14.03%
$460.3 - $584.56 $336K - $427K
4.48K $2.62M
IAU
Ishares Gold Trust

ETFs
-1.7K
- 1.81%
$44.06 - $50.5 $74.9K - $85.9K
92.1K $4.58M
Activity Summary
Buys All Purchases 43 New Holdings 8 Increased Positions 35 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sage Investment Advisers LLC Portfolio

Follow Sage Investment Advisers LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Investment Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Investment Advisers LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email