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