0001951757-23-000128.txt : 20230410 0001951757-23-000128.hdr.sgml : 20230410 20230410140934 ACCESSION NUMBER: 0001951757-23-000128 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230410 DATE AS OF CHANGE: 20230410 EFFECTIVENESS DATE: 20230410 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sage Investment Advisers LLC CENTRAL INDEX KEY: 0001925418 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: 23810704 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 03-31-2023 03-31-2023 Sage Investment Advisers LLC
488 FREEDOM PLAINS ROAD SUITE 144 POUGHKEEPSIE NY 12603
13F HOLDINGS REPORT 028-22470 N
JERRY J. SCHUDER PRESIDENT AND CHIEF COMPLIANCE OFFICER (845) 240-1551 JERRY J. SCHUDER POUGHKEEPSIE NY 04-10-2023 0 62 74808636 false
INFORMATION TABLE 2 Sage13FQ12023.xml ABBOTT LABS COM 002824100 333098 3290 SH SOLE 0 0 3290 ADVANCED MICRO DEVICES INC COM 007903107 720374 7350 SH SOLE 0 0 7350 APPLE INC COM 037833100 1885014 11431 SH SOLE 0 0 11431 ATKORE INC COM 047649108 393344 2800 SH SOLE 0 0 2800 BANK AMERICA CORP COM 060505104 279090 9758 SH SOLE 0 0 9758 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 721595 2337 SH SOLE 0 0 2337 BOEING CO COM 097023105 1651643 7775 SH SOLE 0 0 7775 CSX CORP COM 126408103 943409 31510 SH SOLE 0 0 31510 CTS CORP COM 126501105 2680732 54200 SH SOLE 0 0 54200 CATERPILLAR INC COM 149123101 272485 1191 SH SOLE 0 0 1191 CHEVRON CORP NEW COM 166764100 3876451 23759 SH SOLE 0 0 23759 CHURCHILL DOWNS INC COM 171484108 4981629 19380 SH SOLE 0 0 19380 ESPEY MFG & ELECTRS CORP COM 296650104 421848 20832 SH SOLE 0 0 20832 HOME DEPOT INC COM 437076102 373327 1265 SH SOLE 0 0 1265 HONEYWELL INTL INC COM 438516106 210232 1100 SH SOLE 0 0 1100 INTEL CORP COM 458140100 200833 6147 SH SOLE 0 0 6147 INTERNATIONAL BUSINESS MACHS COM 459200101 1511418 11530 SH SOLE 0 0 11530 ISHARES GOLD TR ISHARES NEW 464285204 3512033 93980 SH SOLE 0 0 93980 ISHARES TR S&P 500 GRWT ETF 464287309 1665347 26066 SH SOLE 0 0 26066 ISHARES TR S&P 500 VAL ETF 464287408 1795973 11834 SH SOLE 0 0 11834 ISHARES TR DOW JONES US ETF 464287846 1197509 11967 SH SOLE 0 0 11967 JOHNSON & JOHNSON COM 478160104 860688 5553 SH SOLE 0 0 5553 LILLY ELI & CO COM 532457108 234264 682 SH SOLE 0 0 682 LOCKHEED MARTIN CORP COM 539830109 1352008 2860 SH SOLE 0 0 2860 MARTIN MARIETTA MATLS INC COM 573284106 1722041 4850 SH SOLE 0 0 4850 MCDONALDS CORP COM 580135101 230993 826 SH SOLE 0 0 826 MICROSOFT CORP COM 594918104 1106497 3838 SH SOLE 0 0 3838 NORFOLK SOUTHN CORP COM 655844108 908420 4285 SH SOLE 0 0 4285 PENN ENTERTAINMENT INC COM 707569109 886745 29897 SH SOLE 0 0 29897 PEPSICO INC COM 713448108 266487 1462 SH SOLE 0 0 1462 PFIZER INC COM 717081103 212830 5216 SH SOLE 0 0 5216 PROCTER AND GAMBLE CO COM 742718109 435357 2928 SH SOLE 0 0 2928 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1600959 23596 SH SOLE 0 0 23596 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1982607 47284 SH SOLE 0 0 47284 SIMON PPTY GROUP INC NEW COM 828806109 431923 3857 SH SOLE 0 0 3857 SPROTT INC COM NEW 852066208 1798238 49375 SH SOLE 0 0 49375 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1416466 9197 SH SOLE 0 0 9197 VANGUARD STAR FDS VG TL INTL STK F 921909768 2953256 53491 SH SOLE 0 0 53491 VANGUARD WORLD FD MEGA GRWTH IND 921910816 247457 1210 SH SOLE 0 0 1210 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2321365 30349 SH SOLE 0 0 30349 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1402784 13297 SH SOLE 0 0 13297 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1279766 3403 SH SOLE 0 0 3403 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1314298 15827 SH SOLE 0 0 15827 VANGUARD INDEX FDS TOTAL STK MKT 922908769 677915 3321 SH SOLE 0 0 3321 RAYTHEON TECHNOLOGIES CORP COM 75513E101 200768 2050 SH SOLE 0 0 2050 INVESCO QQQ TR UNIT SER 1 46090E103 1441449 4491 SH SOLE 0 0 4491 ABBVIE INC COM 00287Y109 356256 2235 SH SOLE 0 0 2235 ALPHABET INC CAP STK CL C 02079K107 202384 1946 SH SOLE 0 0 1946 ALPHABET INC CAP STK CL A 02079K305 504128 4860 SH SOLE 0 0 4860 BLACKSTONE INC COM 09260D107 253878 2890 SH SOLE 0 0 2890 EVGO INC CL A COM 30052F100 358340 46000 SH SOLE 0 0 46000 FIGS INC CL A 30260D103 105632 17065 SH SOLE 0 0 17065 ISHARES SILVER TR ISHARES 46428Q109 217993 9855 SH SOLE 0 0 9855 JPMORGAN CHASE & CO COM 46625H100 2429963 18648 SH SOLE 0 0 18648 NORTHERN DYNASTY MINERALS LT COM NEW 66510M204 3104 13000 SH SOLE 0 0 13000 SPDR S&P 500 ETF TR TR UNIT 78462F103 455263 1112 SH SOLE 0 0 1112 SPDR GOLD TR GOLD SHS 78463V107 2447164 13356 SH SOLE 0 0 13356 UNITEDHEALTH GROUP INC COM 91324P102 215974 457 SH SOLE 0 0 457 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2942220 50260 SH SOLE 0 0 50260 VERIZON COMMUNICATIONS INC COM 92343V104 248222 6383 SH SOLE 0 0 6383 VISA INC COM CL A 92826C839 5597856 24829 SH SOLE 0 0 24829 WASTE MGMT INC DEL COM 94106L109 1557294 9544 SH SOLE 0 0 9544