0001951757-24-000294.txt : 20240415 0001951757-24-000294.hdr.sgml : 20240415 20240415141822 ACCESSION NUMBER: 0001951757-24-000294 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240415 DATE AS OF CHANGE: 20240415 EFFECTIVENESS DATE: 20240415 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sage Investment Advisers LLC CENTRAL INDEX KEY: 0001925418 ORGANIZATION NAME: IRS NUMBER: 842241442 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22470 FILM NUMBER: 24844225 BUSINESS ADDRESS: STREET 1: 488 FREEDOM PLAINS ROAD STREET 2: SUITE 144 CITY: POUGHKEEPSIE STATE: NY ZIP: 12603 BUSINESS PHONE: (845) 240-1551 MAIL ADDRESS: STREET 1: 488 FREEDOM PLAINS ROAD STREET 2: SUITE 144 CITY: POUGHKEEPSIE STATE: NY ZIP: 12603 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001925418 XXXXXXXX 03-31-2024 03-31-2024 Sage Investment Advisers LLC

488 FREEDOM PLAINS ROAD SUITE 144 POUGHKEEPSIE NY 12603

13F HOLDINGS REPORT 028-22470 N Jerry Schuder (845) 240-1551 Jerry Schuder Wappingers Falls NY 04-15-2024 0 67 87223074 false INFORMATION TABLE 2 F_13F_Sage_Q12024.xml ABBOTT LABS COM 002824100 367138 3230 SH SOLE 0 0 3230 ABBVIE INC COM 00287Y109 205007 1126 SH SOLE 0 0 1126 ADVANCED MICRO DEVICES INC COM 007903107 1520989 8427 SH SOLE 0 0 8427 ALPHABET INC CAP STK CL C 02079K107 1239549 8141 SH SOLE 0 0 8141 ALPHABET INC CAP STK CL A 02079K305 798420 5290 SH SOLE 0 0 5290 ALTRIA GROUP INC COM 02209S103 239613 5493 SH SOLE 0 0 5493 AMAZON COM INC COM 023135106 330456 1832 SH SOLE 0 0 1832 APPLE INC COM 037833100 1783175 10399 SH SOLE 0 0 10399 ATLANTA BRAVES HLDGS INC COM SER C 047726302 403880 10340 SH SOLE 0 0 10340 BANK AMERICA CORP COM 060505104 345827 9120 SH SOLE 0 0 9120 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 918416 2184 SH SOLE 0 0 2184 BOEING CO COM 097023105 1366369 7080 SH SOLE 0 0 7080 CATERPILLAR INC COM 149123101 224478 613 SH SOLE 0 0 613 CHEVRON CORP NEW COM 166764100 3808268 24143 SH SOLE 0 0 24143 CHURCHILL DOWNS INC COM 171484108 3812738 30810 SH SOLE 0 0 30810 COSTCO WHSL CORP NEW COM 22160K105 219789 300 SH SOLE 0 0 300 CSX CORP COM 126408103 1119885 30210 SH SOLE 0 0 30210 CTS CORP COM 126501105 568499 12150 SH SOLE 0 0 12150 DECKERS OUTDOOR CORP COM 243537107 224020 238 SH SOLE 0 0 238 ELI LILLY & CO COM 532457108 307492 395 SH SOLE 0 0 395 ESPEY MFG & ELECTRS CORP COM 296650104 526008 20832 SH SOLE 0 0 20832 EVGO INC CL A COM 30052F100 70280 28000 SH SOLE 0 0 28000 HOME DEPOT INC COM 437076102 485254 1265 SH SOLE 0 0 1265 HONEYWELL INTL INC COM 438516106 205250 1000 SH SOLE 0 0 1000 INTERNATIONAL BUSINESS MACHS COM 459200101 2225128 11652 SH SOLE 0 0 11652 INVESCO QQQ TR UNIT SER 1 46090E103 2067609 4657 SH SOLE 0 0 4657 ISHARES GOLD TR ISHARES NEW 464285204 3950200 94030 SH SOLE 0 0 94030 ISHARES TR IBOXX INV CP ETF 464287242 900559 8268 SH SOLE 0 0 8268 ISHARES TR S&P 500 VAL ETF 464287408 2351710 12589 SH SOLE 0 0 12589 ISHARES TR S&P 500 GRWT ETF 464287309 2726013 32283 SH SOLE 0 0 32283 ISHARES TR DOW JONES US ETF 464287846 1534240 11978 SH SOLE 0 0 11978 JOHNSON & JOHNSON COM 478160104 907251 5735 SH SOLE 0 0 5735 JPMORGAN CHASE & CO COM 46625H100 3128486 15619 SH SOLE 0 0 15619 LOCKHEED MARTIN CORP COM 539830109 2401760 5280 SH SOLE 0 0 5280 MARTIN MARIETTA MATLS INC COM 573284106 2578548 4200 SH SOLE 0 0 4200 MCDONALDS CORP COM 580135101 282122 1001 SH SOLE 0 0 1001 META PLATFORMS INC CL A 30303M102 278277 573 SH SOLE 0 0 573 MICROSOFT CORP COM 594918104 1440607 3424 SH SOLE 0 0 3424 NORFOLK SOUTHN CORP COM 655844108 818133 3210 SH SOLE 0 0 3210 NORTHERN DYNASTY MINERALS LT COM NEW 66510M204 4134 13000 SH SOLE 0 0 13000 NVIDIA CORPORATION COM 67066G104 364364 403 SH SOLE 0 0 403 PALANTIR TECHNOLOGIES INC CL A 69608A108 384267 16700 SH SOLE 0 0 16700 PENN ENTERTAINMENT INC COM 707569109 448694 24640 SH SOLE 0 0 24640 PEPSICO INC COM 713448108 224432 1282 SH SOLE 0 0 1282 PFIZER INC COM 717081103 234395 8447 SH SOLE 0 0 8447 PROCTER AND GAMBLE CO COM 742718109 481650 2969 SH SOLE 0 0 2969 PROSHARES TR S&P 500 DV ARIST 74348A467 352985 3481 SH SOLE 0 0 3481 REALTY INCOME CORP COM 756109104 346888 6412 SH SOLE 0 0 6412 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1232965 15292 SH SOLE 0 0 15292 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 627396 7705 SH SOLE 0 0 7705 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1387501 28178 SH SOLE 0 0 28178 SIMON PPTY GROUP INC NEW COM 828806109 453147 2896 SH SOLE 0 0 2896 SPDR GOLD TR GOLD SHS 78463V107 1755409 8533 SH SOLE 0 0 8533 SPDR S&P 500 ETF TR TR UNIT 78462F103 635260 1214 SH SOLE 0 0 1214 SPROTT INC COM NEW 852066208 1453452 39325 SH SOLE 0 0 39325 UNITEDHEALTH GROUP INC COM 91324P102 201343 407 SH SOLE 0 0 407 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2570720 33530 SH SOLE 0 0 33530 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8894049 18502 SH SOLE 0 0 18502 VANGUARD INDEX FDS TOTAL STK MKT 922908769 813257 3129 SH SOLE 0 0 3129 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2762475 47571 SH SOLE 0 0 47571 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1453674 7961 SH SOLE 0 0 7961 VANGUARD STAR FDS VG TL INTL STK F 921909768 1912730 31720 SH SOLE 0 0 31720 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1006596 8320 SH SOLE 0 0 8320 VANGUARD WORLD FD MEGA GRWTH IND 921910816 483377 1687 SH SOLE 0 0 1687 VERIZON COMMUNICATIONS INC COM 92343V104 336806 8027 SH SOLE 0 0 8027 VISA INC COM CL A 92826C839 6164096 22087 SH SOLE 0 0 22087 WASTE MGMT INC DEL COM 94106L109 1555569 7298 SH SOLE 0 0 7298