Notify me when Sage Investment Advisers LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 86 | $133,396,854 | $0 | $0 | $0 | VOO, IAU, V, IBM, JPM | 13F-HR | 10 Feb 2026, 11:49 |
| Q3 2024 | 74 | $95,499,079 | +$3,869,171 | -$1,761,421 | +$2,107,750 | VOO, V, IAU, CHDN, VGSH | 13F-HR | 04 Nov 2024, 09:01 |
| Q2 2024 | 68 | $88,438,876 | +$5,615,929 | -$5,226,444 | +$389,485 | VOO, V, IAU, CHDN, CVX | 13F-HR | 15 Jul 2024, 08:11 |
| Q1 2024 | 67 | $87,223,074 | +$3,238,971 | -$3,947,973 | -$709,002 | VOO, V, IAU, CHDN, CVX | 13F-HR | 15 Apr 2024, 14:18 |
| Q4 2023 | 67 | $82,437,072 | +$11,738,822 | -$10,141,490 | +$1,597,332 | VOO, V, CHDN, IAU, CVX | 13F-HR | 06 Feb 2024, 16:51 |
| Q3 2023 | 61 | $72,900,543 | +$2,173,802 | -$722,533 | +$1,451,269 | V, CVX, CHDN, IAU, VXUS | 13F-HR | 10 Oct 2023, 13:38 |
| Q2 2023 | 60 | $74,832,800 | +$4,418,779 | -$4,322,747 | +$96,032 | V, CHDN, CVX, IAU, VXUS | 13F-HR | 08 Aug 2023, 17:39 |
| Q1 2023 | 62 | $74,808,636 | +$6,144,591 | -$5,480,487 | +$664,104 | V, CHDN, CVX, IAU, VXUS | 13F-HR | 10 Apr 2023, 14:09 |
| Q4 2022 | 64 | $70,144,856 | +$10,958,008 | -$10,394,629 | +$563,379 | V, CHDN, CVX, IAU, BSV | 13F-HR | 13 Feb 2023, 10:08 |
| Q3 2022 | 58 | $63,338,000 | +$4,836,869 | -$1,833,414 | +$3,003,455 | V, CHDN, CVX, IAU, BND | 13F-HR | 14 Nov 2022, 12:45 |
| Q2 2022 | 60 | $63,874,000 | +$7,989,755 | -$10,131,528 | -$2,141,773 | V, CHDN, CVX, IAU, BND | 13F-HR | 15 Aug 2022, 09:29 |
| Q1 2022 | 68 | $75,483,000 | +$5,119,980 | -$5,924,934 | -$804,954 | V, CHDN, CVX, IAU, BSV | 13F-HR | 10 May 2022, 10:15 |
| Q4 2021 | 72 | $77,695,000 | $0 | $0 | $0 | CHDN, V, CVX, BSV, IAU | 13F-HR | 10 May 2022, 10:19 |