0002032121-24-000002.txt : 20240927 0002032121-24-000002.hdr.sgml : 20240927 20240927105352 ACCESSION NUMBER: 0002032121-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240927 DATE AS OF CHANGE: 20240927 EFFECTIVENESS DATE: 20240927 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SAGE ADVISORS, LLC CENTRAL INDEX KEY: 0002032121 ORGANIZATION NAME: IRS NUMBER: 852902999 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24367 FILM NUMBER: 241331608 BUSINESS ADDRESS: STREET 1: 421 PINE STREET CITY: BOULDER STATE: CO ZIP: 80302 BUSINESS PHONE: (317) 363-6204 MAIL ADDRESS: STREET 1: 421 PINE STREET CITY: BOULDER STATE: CO ZIP: 80302 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002032121 XXXXXXXX 03-31-2024 03-31-2024 false SAGE ADVISORS, LLC

421 Pine Street Boulder CO 80302

13F HOLDINGS REPORT 028-24367 000314476 801-124858 N John Bradford Surenkamp 317-363-6204 /s/ John Bradford Surenkamp Boulder CO 09-27-2024 0 25 112420728 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 3333242 18479 SH SOLE 0 0 18479 APPLE INC COM 037833100 7371448 42987 SH SOLE 0 0 42987 ARES CAPITAL CORP COM 04010L103 15835717 760601 SH SOLE 0 0 760601 ARTISAN PARTNERS ASSET MGMT CL A 04316A108 4253829 92939 SH SOLE 0 0 92939 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3146751 7483 SH SOLE 0 0 7483 BLACKROCK INC COM 09247X101 1820351 2183 SH SOLE 0 0 2183 BLUE OWL CAPITAL CORPORATION COM 69121K104 27765647 1805309 SH SOLE 0 0 1805309 BROADCOM INC COM 11135F101 237248 179 SH SOLE 0 0 179 BROADSTONE NET LEASE INC COM 11135E203 14180247 904930 SH SOLE 0 0 904930 COSTCO WHSL CORP NEW COM 22160K105 702592 959 SH SOLE 0 0 959 ELI LILLY & CO COM 532457108 14367541 18468 SH SOLE 0 0 18468 ENTERPRISE PRODS PARTNERS L COM 293792107 5323452 182435 SH SOLE 0 0 182435 HEWLETT PACKARD ENTERPRISE C COM 42824C109 481919 27181 SH SOLE 0 0 27181 HP INC COM 40434L105 849816 28121 SH SOLE 0 0 28121 INTERNATIONAL BUSINESS MACHS COM 459200101 855511 4480 SH SOLE 0 0 4480 INVESCO QQQ TR UNIT SER 1 46090E103 1270313 2861 SH SOLE 0 0 2861 META PLATFORMS INC CL A 30303M102 899335 1852 SH SOLE 0 0 1852 MICROSOFT CORP COM 594918104 1132456 2692 SH SOLE 0 0 2692 NEXTERA ENERGY INC COM 65339F101 213204 3336 SH SOLE 0 0 3336 NVIDIA CORPORATION COM 67066G104 983085 1088 SH SOLE 0 0 1088 OLD DOMINION FREIGHT LINE IN COM 679580100 461868 2106 SH SOLE 0 0 2106 ONEOK INC NEW COM 682680103 3772807 47060 SH SOLE 0 0 47060 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1165583 2930 SH SOLE 0 0 2930 SPDR S&P 500 ETF TR TR UNIT 78462F103 1774899 3393 SH SOLE 0 0 3393 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 221867 462 SH SOLE 0 0 462