Sage Investment Advisers LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $94 Million distributed in 74 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $10.5M, Visa Inc. with a value of $5.5M, Ishares Gold Trust with a value of $4.58M, Churchill Downs Inc with a value of $3.65M, and Vanguard with a value of $3.54M.
Examining the 13F form we can see an increase of $6.77M in the current position value, from $87.2M to 94M.
Sage Investment Advisers LLC is based out at Poughkeepsie, NY
Below you can find more details about Sage Investment Advisers LLC portfolio as well as his latest detailed transactions.
Portfolio value
$94 Million
ETFs: $46.9 Million
Financial Services: $11 Million
Technology: $9.37 Million
Industrials: $7.74 Million
Consumer Cyclical: $5.34 Million
Energy: $3.42 Million
Communication Services: $2.86 Million
Healthcare: $2.25 Million
Other: $5.07 Million
Stock Holdings Table Market Cap. of $200 Billions or more
