Sage Investment Advisers LLC holdings history

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95 is the total number of securities Sage Investment Advisers LLC has owned. The longest Sage Investment Advisers LLC has owned a single stock is 8 quarters.

Sage Investment Advisers LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
V VISA INC887.07%7.48%7.80%Q4 2021Q3 20238
CHDN CHURCHILL DOWNS INC885.14%6.76%7.77%Q4 2021Q3 20238
CVX CHEVRON CORP NEW884.98%5.62%6.51%Q4 2021Q3 20238
IAU ISHARES GOLD TR883.70%4.47%4.74%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO883.18%3.47%3.68%Q4 2021Q3 20238
CTS CTS CORP882.61%3.09%3.69%Q4 2021Q3 20238
GLD SPDR GOLD TR882.28%2.91%3.27%Q4 2021Q3 20238
SII SPROTT INC881.98%2.63%3.53%Q4 2021Q3 20238
MLM MARTIN MARIETTA MATLS INC882.30%2.57%3.23%Q4 2021Q3 20238
VXUS VANGUARD STAR FDS881.02%2.51%4.01%Q4 2021Q3 20238
AAPL APPLE INC882.12%2.49%2.73%Q4 2021Q3 20238
SCHA SCHWAB STRATEGIC TR881.72%2.41%3.02%Q4 2021Q3 20238
WM WASTE MGMT INC DEL881.68%2.22%2.61%Q4 2021Q3 20238
IBM INTERNATIONAL BUSINESS...881.94%2.16%2.48%Q4 2021Q3 20238
IVE ISHARES TR881.47%2.12%2.50%Q4 2021Q3 20238
BA BOEING CO881.73%2.03%2.21%Q4 2021Q3 20238
IVW ISHARES TR881.46%2.01%2.37%Q4 2021Q3 20238
LMT LOCKHEED MARTIN CORP880.70%1.85%2.47%Q4 2021Q3 20238
SCHM SCHWAB STRATEGIC TR881.18%1.84%2.15%Q4 2021Q3 20238
VYM VANGUARD WHITEHALL FDS881.15%1.82%2.90%Q4 2021Q3 20238
IYY ISHARES TR881.59%1.76%2.16%Q4 2021Q3 20238
VOO VANGUARD INDEX FDS881.66%1.76%1.85%Q4 2021Q3 20238
VIG VANGUARD SPECIALIZED F...881.18%1.69%2.01%Q4 2021Q3 20238
NSC NORFOLK SOUTHN CORP881.00%1.44%1.82%Q4 2021Q3 20238
CSX CSX CORP881.26%1.42%1.62%Q4 2021Q3 20238
MSFT MICROSOFT CORP881.21%1.40%1.75%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON881.15%1.30%1.54%Q4 2021Q3 20238
PENN PENN NATL GAMING INC880.92%1.29%1.75%Q4 2021Q3 20238
VNQ VANGUARD INDEX FDS880.76%1.20%1.76%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...880.48%0.84%1.10%Q4 2021Q3 20238
VTI VANGUARD INDEX FDS880.55%0.79%0.98%Q4 2021Q3 20238
GOOGL ALPHABET INC880.61%0.76%0.87%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR880.61%0.63%0.66%Q4 2021Q3 20238
PG PROCTER AND GAMBLE CO880.58%0.61%0.68%Q4 2021Q3 20238
SPG SIMON PPTY GROUP INC NEW880.50%0.56%0.64%Q4 2021Q3 20238
HD HOME DEPOT INC880.49%0.55%0.67%Q4 2021Q3 20238
BAC BK OF AMERICA CORP880.36%0.45%0.60%Q4 2021Q3 20238
ESP ESPEY MFG & ELECTRS CORP880.38%0.45%0.56%Q4 2021Q3 20238
ABT ABBOTT LABS880.39%0.44%0.51%Q4 2021Q3 20238
VZ VERIZON COMMUNICATIONS...880.33%0.42%0.58%Q4 2021Q3 20238
PEP PEPSICO INC880.29%0.35%0.38%Q4 2021Q3 20238
NAK NORTHERN DYNASTY MINER...880.00%0.01%0.01%Q4 2021Q3 20238
BSV VANGUARD BD INDEX FDS430.59%3.22%4.33%Q4 2021Q3 20237
AMD ADVANCED MICRO DEVICES...770.66%0.89%1.12%Q1 2022Q3 20237
EVGO EVGO INC770.20%0.42%0.74%Q1 2022Q3 20237
CAT CATERPILLAR INC430.32%0.39%0.49%Q4 2021Q3 20237
UNH UNITEDHEALTH GROUP INC610.28%0.39%0.49%Q4 2021Q3 20237
MCD MCDONALDS CORP430.30%0.31%0.33%Q4 2021Q3 20237
MGK VANGUARD WORLD FD310.31%0.66%1.37%Q4 2021Q3 20236
ATKR ATKORE INC660.53%0.58%0.66%Q4 2021Q1 20236
PFE PFIZER INC660.28%0.46%0.59%Q4 2021Q1 20236
HON HONEYWELL INTL INC420.28%0.30%0.34%Q4 2021Q3 20236
VGSH VANGUARD SCOTTSDALE FDS320.53%2.48%3.93%Q4 2021Q3 20235
F FORD MTR CO DEL550.21%0.34%0.54%Q4 2021Q4 20225
VCSH VANGUARD SCOTTSDALE FDS440.46%2.04%3.68%Q4 2021Q3 20224
EFA ISHARES TR441.67%1.98%2.33%Q4 2021Q3 20224
QQQ INVESCO QQQ TR441.42%1.60%1.93%Q4 2022Q3 20234
VWO VANGUARD INTL EQUITY I...440.91%0.97%1.06%Q4 2021Q3 20224
ABBV ABBVIE INC440.32%0.42%0.49%Q4 2022Q3 20234
C CITIGROUP INC440.35%0.37%0.39%Q4 2021Q3 20224
FIGS FIGS INC440.11%0.13%0.16%Q4 2022Q3 20234
XOM EXXON MOBIL CORP210.43%0.46%0.48%Q4 2021Q3 20233
MO ALTRIA GROUP INC330.31%0.38%0.45%Q4 2021Q2 20223
LLY LILLY ELI & CO330.31%0.38%0.46%Q1 2023Q3 20233
SHY ISHARES TR330.33%0.35%0.39%Q4 2021Q2 20223
SAL SALISBURY BANCORP INC210.29%0.32%0.36%Q4 2021Q4 20223
DEO DIAGEO PLC210.26%0.31%0.35%Q4 2021Q4 20223
INTC INTEL CORP330.27%0.28%0.29%Q1 2023Q3 20233
RTX RAYTHEON TECHNOLOGIES ...330.27%0.28%0.29%Q4 2022Q2 20233
BND VANGUARD BD INDEX FDS224.30%4.34%4.38%Q2 2022Q3 20222
VCIT VANGUARD SCOTTSDALE FDS224.27%4.32%4.37%Q2 2022Q3 20222
VTIP VANGUARD MALVERN FDS221.22%1.23%1.24%Q4 2021Q1 20222
SJNK SPDR SER TR221.01%1.06%1.11%Q4 2021Q1 20222
SCHD SCHWAB STRATEGIC TR220.45%0.61%0.76%Q2 2023Q3 20232
DVN DEVON ENERGY CORP NEW220.51%0.58%0.65%Q3 2022Q4 20222
PDP INVESCO EXCHANGE TRADE...220.40%0.44%0.47%Q4 2021Q1 20222
BATH & BODY WORKS INC220.39%0.40%0.41%Q4 2021Q1 20222
PLTR PALANTIR TECHNOLOGIES INC220.34%0.35%0.37%Q2 2023Q3 20232
AMZN AMAZON COM INC220.31%0.31%0.31%Q2 2023Q3 20232
ED CONSOLIDATED EDISON INC220.30%0.30%0.31%Q4 2021Q1 20222
SLV ISHARES SILVER TR220.29%0.29%0.30%Q4 2022Q1 20232
DIS DISNEY WALT CO220.27%0.28%0.29%Q4 2021Q1 20222
JPST J P MORGAN EXCHANGE-TR...220.26%0.26%0.27%Q4 2021Q1 20222
NVVE NUVVE HOLDING CORP220.01%0.02%0.02%Q3 2022Q4 20222
LQD ISHARES TR112.17%2.17%2.17%Q4 2022Q4 20221
CWB SPDR SER TR110.91%0.91%0.91%Q4 2022Q4 20221
NOBL PROSHARES TR110.60%0.60%0.60%Q4 2021Q4 20211
NOC NORTHROP GRUMMAN CORP110.35%0.35%0.35%Q4 2022Q4 20221
BX BLACKSTONE INC110.34%0.34%0.34%Q1 2023Q1 20231
CVS CVS HEALTH CORP110.34%0.34%0.34%Q4 2021Q4 20211
EPD ENTERPRISE PRODS PARTN...110.29%0.29%0.29%Q4 2021Q4 20211
FB META PLATFORMS INC110.28%0.28%0.28%Q3 2023Q3 20231
GOOG ALPHABET INC110.27%0.27%0.27%Q1 2023Q1 20231
COST COSTCO WHSL CORP NEW110.27%0.27%0.27%Q1 2022Q1 20221
CSCO CISCO SYS INC110.26%0.26%0.26%Q4 2021Q4 20211
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The securities at the top of the list , including VISA INC, CHURCHILL DOWNS INC, and CHEVRON CORP NEW, are the highest-conviction holdings of Sage Investment Advisers LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Sage Investment Advisers LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Sage Investment Advisers LLC owns currently or has owned in the past.