Sage Investment Advisers LLC

13F Filings History

Latest 13F report
Q2 2024 - Jul 15, 2024
Value $
$88.4M
Signature - Title
Jerry Schuder - Chief Compliance Officer
Location
Wappingers Falls, NY
Summary
This page shows a list of all the recent 13F filings made by Sage Investment Advisers LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sage Investment Advisers LLC reported 68 stock holdings with total value $88.4M as of Q2 2024. Top holdings included VOO, V, IAU, CHDN, and CVX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 68 $88.4M +$5.62M -$5.23M +$389K VOO, V, IAU, CHDN, CVX 13F-HR 7/15/2024, 08:11 AM
Q1 2024 67 $87.2M +$3.24M -$3.95M -$709K VOO, V, IAU, CHDN, CVX 13F-HR 4/15/2024, 02:18 PM
Q4 2023 67 $82.4M +$11.7M -$10.1M +$1.6M VOO, V, CHDN, IAU, CVX 13F-HR 2/6/2024, 04:51 PM
Q3 2023 61 $72.9M +$2.17M -$723K +$1.45M V, CVX, CHDN, IAU, VXUS 13F-HR 10/10/2023, 01:38 PM
Q2 2023 60 $74.8M +$4.42M -$4.32M +$96K V, CHDN, CVX, IAU, VXUS 13F-HR 8/8/2023, 05:39 PM
Q1 2023 62 $74.8M +$6.14M -$5.48M +$664K V, CHDN, CVX, IAU, VXUS 13F-HR 4/10/2023, 02:09 PM
Q4 2022 64 $70.1M +$11M -$10.4M +$563K V, CHDN, CVX, IAU, BSV 13F-HR 2/13/2023, 10:08 AM
Q3 2022 58 $63.3M +$4.84M -$1.83M +$3M V, CHDN, CVX, IAU, BND 13F-HR 11/14/2022, 12:45 PM
Q2 2022 60 $63.9M +$7.99M -$10.1M -$2.14M V, CHDN, CVX, IAU, BND 13F-HR 8/15/2022, 09:29 AM
Q1 2022 68 $75.5M +$5.12M -$5.92M -$805K V, CHDN, CVX, IAU, BSV 13F-HR 5/10/2022, 10:15 AM
Q4 2021 72 $77.7M $0 $0 CHDN, V, CVX, BSV, IAU 13F-HR 5/10/2022, 10:19 AM