Sage Investment Advisers LLC Incresed Positions in Q3 2024

Sage Investment Advisers LLC

  • $94 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
1.76K
+ 15.56%
$175.1 - $223.38 $309K - $394K
13.1K $2.89M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
425
+ 2.17%
$475.2 - $527.7 $202K - $224K
20K $10.5M
VGSH
Vanguard

ETFs
5.39K
+ 9.86%
$57.74 - $59.13 $311K - $318K
60K $3.54M
AAPL
Apple Inc.

Technology
695
+ 7.33%
$207.23 - $234.82 $144K - $163K
10.2K $2.37M
IVE
Ishares S&P 500 Value ETF

ETFs
570
+ 3.95%
$181.06 - $197.17 $103K - $112K
15K $2.96M
GLD
Spdr Gold Trust

ETFs
99
+ 1.13%
$215.56 - $246.98 $21.3K - $24.5K
8.84K $2.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
392
+ 32.26%
$517.38 - $573.86 $203K - $225K
1.61K $922K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
856
+ 2.36%
$58.03 - $65.37 $49.7K - $56K
37.2K $2.41M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.35K
+ 4.74%
$46.9 - $51.96 $63.1K - $69.9K
29.7K $1.53M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
450
+ 2.35%
$77.02 - $85.06 $34.7K - $38.3K
19.6K $1.65M
JPM
Jpmorgan Chase & CO

Financial Services
94
+ 0.67%
$194.9 - $224.8 $18.3K - $21.1K
14.1K $2.98M
HD
Home Depot, Inc.

Consumer Cyclical
123
+ 9.72%
$333.64 - $405.2 $41K - $49.8K
1.39K $562K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
981
+ 12.29%
$75.47 - $83.18 $74K - $81.6K
8.96K $744K
UNH
Unitedhealth Group Inc

Healthcare
159
+ 39.07%
$488.01 - $604.18 $77.6K - $96.1K
566 $330K
JNJ
Johnson & Johnson

Healthcare
64
+ 1.27%
$145.48 - $167.38 $9.31K - $10.7K
5.11K $827K
IYY
Ishares Tr

ETFs
26
+ 0.22%
$125.77 - $139.59 $3.27K - $3.63K
12K $1.67M
O
Realty Income Corp

Real Estate
1
+ 0.01%
$52.36 - $63.42 $52.4 - $63.4
6.71K $425K
VZ
Verizon Communications Inc

Communication Services
696
+ 7.45%
$38.89 - $45.0 $27.1K - $31.3K
10K $451K
NVDA
Nvidia Corp

Technology
560
+ 28.78%
$98.91 - $134.91 $55.4K - $75.5K
2.51K $304K
MCD
Mcdonalds Corp

Consumer Cyclical
73
+ 8.53%
$245.82 - $304.51 $17.9K - $22.2K
929 $282K
VTI
Vanguard Total Stock Market Et

ETFs
23
+ 0.72%
$255.18 - $283.2 $5.87K - $6.51K
3.23K $914K
SPG
Simon Property Group Inc

Real Estate
4
+ 0.14%
$146.09 - $170.11 $584 - $680
2.91K $491K
CAT
Caterpillar Inc

Industrials
2
+ 0.33%
$316.8 - $391.12 $634 - $782
617 $241K
PFE
Pfizer Inc

Healthcare
884
+ 10.09%
$27.7 - $31.39 $24.5K - $27.7K
9.64K $279K
PG
Procter & Gamble CO

Consumer Defensive
45
+ 1.52%
$160.76 - $177.82 $7.23K - $8K
3K $519K
AMD
Advanced Micro Devices Inc

Technology
75
+ 0.91%
$128.67 - $183.96 $9.65K - $13.8K
8.32K $1.37M
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 2.33%
$801.83 - $917.05 $5.61K - $6.42K
307 $272K
VIG
Vanguard Dividend Appreciation

ETFs
114
+ 1.25%
$182.15 - $182.15 $20.8K - $20.8K
9.21K $1.68M
AMZN
Amazon Com Inc

Consumer Cyclical
119
+ 7.91%
$161.02 - $200.0 $19.2K - $23.8K
1.62K $302K
PEP
Pepsico Inc

Consumer Defensive
22
+ 1.71%
$161.9 - $179.3 $3.56K - $3.94K
1.31K $222K
Ishares Bitcoin Trust ETF
800
+ 3.34%
N/A
24.7K $0
PENN
Penn National Gaming Inc

Consumer Cyclical
400
+ 1.76%
$16.97 - $20.77 $6.79K - $8.31K
23.2K $437K
GOOG
Alphabet Inc.

Communication Services
141
+ 1.74%
$149.54 - $192.66 $21.1K - $27.2K
8.25K $1.38M
BA
Boeing CO

Industrials
301
+ 4.44%
$152.04 - $190.6 $45.8K - $57.4K
7.08K $1.08M
Activity Summary
Buys All Purchases 43 New Holdings 8 Increased Positions 35 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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