13F Filings History of Sage Investment Advisers LLC

Latest 13F report
Q3 2024 - 04 Nov 2024
Value $
$95,499,079
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 74 stock holdings with total value $95,499,079 as of Q3 2024. Top holdings included VOO, V, IAU, CHDN, and VGSH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2024 74 $95,499,079 +$3,869,172 -$1,761,421 +$2,107,751 VOO, V, IAU, CHDN, VGSH 13F-HR 04 Nov 2024, 09:01
Q2 2024 68 $88,438,876 +$5,615,930 -$5,223,993 +$391,937 VOO, V, IAU, CHDN, CVX 13F-HR 15 Jul 2024, 08:11
Q1 2024 66 $87,152,794 +$3,238,971 -$3,941,446 -$702,475 VOO, V, IAU, CHDN, CVX 13F-HR 15 Apr 2024, 14:18
Q4 2023 67 $82,437,072 +$11,738,822 -$10,141,491 +$1,597,331 VOO, V, CHDN, IAU, CVX 13F-HR 06 Feb 2024, 16:51
Q3 2023 61 $72,900,543 +$2,173,801 -$521,674 +$1,652,127 V, CVX, CHDN, IAU, VXUS 13F-HR 10 Oct 2023, 13:38
Q2 2023 60 $74,832,800 +$4,418,780 -$2,826,344 +$1,592,436 V, CHDN, CVX, IAU, VXUS 13F-HR 08 Aug 2023, 17:39
Q1 2023 62 $74,808,636 +$6,144,592 -$2,058,397 +$4,086,195 V, CHDN, CVX, IAU, VXUS 13F-HR 10 Apr 2023, 14:09
Q4 2022 64 $70,144,856 +$10,958,007 -$1,473,629 +$9,484,378 V, CHDN, CVX, IAU, BSV 13F-HR 13 Feb 2023, 09:08
Q3 2022 58 $63,338,000 +$4,836,869 -$554,414 +$4,282,455 V, CHDN, CVX, IAU, BND 13F-HR 14 Nov 2022, 11:45
Q2 2022 60 $63,874,000 +$7,989,756 -$6,057,530 +$1,932,226 V, CHDN, CVX, IAU, BND 13F-HR 15 Aug 2022, 09:29
Q1 2022 68 $75,483,000 +$5,119,981 -$3,941,933 +$1,178,048 V, CHDN, CVX, IAU, BSV 13F-HR 10 May 2022, 10:15
Q4 2021 72 $77,695,000 $0 CHDN, V, CVX, BSV, IAU 13F-HR 10 May 2022, 10:19