0001925418-23-000001.txt : 20230213 0001925418-23-000001.hdr.sgml : 20230213 20230213100822 ACCESSION NUMBER: 0001925418-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 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: 23615358 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 12-31-2022 12-31-2022 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 EAST NORRITON NY 02-13-2023 0 64 70144856 false INFORMATION TABLE 2 Sage13FQ42022.xml ABBOTT LABS COM 002824100 360623 3285 SH SOLE 0 0 3285 ADVANCED MICRO DEVICES INC COM 007903107 463106 7150 SH SOLE 0 0 7150 APPLE INC COM 037833100 1483286 11416 SH SOLE 0 0 11416 ATKORE INC COM 047649108 465022 4100 SH SOLE 0 0 4100 BANK AMERICA CORP COM 060505104 296474 8952 SH SOLE 0 0 8952 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 686376 2222 SH SOLE 0 0 2222 BOEING CO COM 097023105 1528682 8025 SH SOLE 0 0 8025 CSX CORP COM 126408103 976180 31510 SH SOLE 0 0 31510 CTS CORP COM 126501105 2181897 55350 SH SOLE 0 0 55350 CATERPILLAR INC COM 149123101 271946 1135 SH SOLE 0 0 1135 CHEVRON CORP NEW COM 166764100 4270467 23792 SH SOLE 0 0 23792 CHURCHILL DOWNS INC COM 171484108 4705375 22255 SH SOLE 0 0 22255 ESPEY MFG & ELECTRS CORP COM 296650104 295814 20832 SH SOLE 0 0 20832 FORD MTR CO DEL COM 345370860 145742 12532 SH SOLE 0 0 12532 HOME DEPOT INC COM 437076102 399563 1265 SH SOLE 0 0 1265 HONEYWELL INTL INC COM 438516106 235730 1100 SH SOLE 0 0 1100 INTERNATIONAL BUSINESS MACHS COM 459200101 1624367 11529 SH SOLE 0 0 11529 ISHARES GOLD TR ISHARES NEW 464285204 3167752 91580 SH SOLE 0 0 91580 ISHARES TR IBOXX INV CP ETF 464287242 1522638 14442 SH SOLE 0 0 14442 ISHARES TR S&P 500 GRWT ETF 464287309 1454296 24860 SH SOLE 0 0 24860 ISHARES TR S&P 500 VAL ETF 464287408 1554494 10715 SH SOLE 0 0 10715 ISHARES TR DOW JONES US ETF 464287846 1118013 11964 SH SOLE 0 0 11964 JOHNSON & JOHNSON COM 478160104 980659 5551 SH SOLE 0 0 5551 LOCKHEED MARTIN CORP COM 539830109 1391361 2860 SH SOLE 0 0 2860 MARTIN MARIETTA MATLS INC COM 573284106 1656053 4900 SH SOLE 0 0 4900 MCDONALDS CORP COM 580135101 216913 823 SH SOLE 0 0 823 MICROSOFT CORP COM 594918104 919474 3834 SH SOLE 0 0 3834 NORFOLK SOUTHN CORP COM 655844108 1105194 4485 SH SOLE 0 0 4485 NORTHROP GRUMMAN CORP COM 666807102 246070 451 SH SOLE 0 0 451 PENN ENTERTAINMENT INC COM 707569109 858241 28897 SH SOLE 0 0 28897 PEPSICO INC COM 713448108 263681 1460 SH SOLE 0 0 1460 PFIZER INC COM 717081103 312636 6101 SH SOLE 0 0 6101 PROCTER AND GAMBLE CO COM 742718109 443654 2927 SH SOLE 0 0 2927 SALISBURY BANCORP INC COM 795226109 254277 8098 SH SOLE 0 0 8098 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1505180 22941 SH SOLE 0 0 22941 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1764582 43559 SH SOLE 0 0 43559 SIMON PPTY GROUP INC NEW COM 828806109 452045 3848 SH SOLE 0 0 3848 SPROTT INC COM NEW 852066208 1669000 50075 SH SOLE 0 0 50075 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1323269 8714 SH SOLE 0 0 8714 VANGUARD STAR FDS VG TL INTL STK F 921909768 2659878 51428 SH SOLE 0 0 51428 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3040083 40384 SH SOLE 0 0 40384 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1222093 11294 SH SOLE 0 0 11294 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1176286 3348 SH SOLE 0 0 3348 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 832699 10096 SH SOLE 0 0 10096 VANGUARD INDEX FDS TOTAL STK MKT 922908769 543437 2842 SH SOLE 0 0 2842 RAYTHEON TECHNOLOGIES CORP COM 75513E101 205063 2032 SH SOLE 0 0 2032 INVESCO QQQ TR UNIT SER 1 46090E103 992552 3727 SH SOLE 0 0 3727 ABBVIE INC COM 00287Y109 343966 2128 SH SOLE 0 0 2128 ALPHABET INC CAP STK CL A 02079K305 428798 4860 SH SOLE 0 0 4860 DEVON ENERGY CORP NEW COM 25179M103 359774 5849 SH SOLE 0 0 5849 DIAGEO PLC SPON ADR NEW 25243Q205 245904 1380 SH SOLE 0 0 1380 EVGO INC CL A COM 30052F100 205620 46000 SH SOLE 0 0 46000 FIGS INC CL A 30260D103 74367 11050 SH SOLE 0 0 11050 ISHARES SILVER TR ISHARES 46428Q109 207318 9415 SH SOLE 0 0 9415 JPMORGAN CHASE & CO COM 46625H100 2560760 19096 SH SOLE 0 0 19096 NORTHERN DYNASTY MINERALS LT COM NEW 66510M204 2870 13000 SH SOLE 0 0 13000 NUVVE HOLDING CORP COM 67079Y100 6700 10000 SH SOLE 0 0 10000 SPDR S&P 500 ETF TR TR UNIT 78462F103 425010 1111 SH SOLE 0 0 1111 SPDR GOLD TR GOLD SHS 78463V107 2192500 12924 SH SOLE 0 0 12924 SPDR SER TR BBG CONV SEC ETF 78464A359 640985 9962 SH SOLE 0 0 9962 UNITEDHEALTH GROUP INC COM 91324P102 268801 507 SH SOLE 0 0 507 VERIZON COMMUNICATIONS INC COM 92343V104 237331 6024 SH SOLE 0 0 6024 VISA INC COM CL A 92826C839 5204666 25051 SH SOLE 0 0 25051 WASTE MGMT INC DEL COM 94106L109 1497263 9544 SH SOLE 0 0 9544