SAGE ADVISORS, LLC

Q4 2024 13F Holdings

  • Location
    boulder, CO
  • Num holdings

    28

  • Value ($000)

    $133,878

  • Date Filed
    01/30/2025
  • Form type
    13F-HR
  • CIK
    0002032121
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
OBDC
OBDC

BLUE OWL CAPITAL CORPORATION

COM
69121K104
$31.38M
23 %

2,075,330

ARCC
ARCC

ARES CAPITAL CORP

COM
04010L103
$21.12M
16 %

964,688

BNL
BNL

BROADSTONE NET LEASE INC

COM
11135E203
$14.53M
11 %

915,996

LLY
LLY

ELI LILLY & CO

COM
532457108
$14.09M
11 %

18,248

AAPL
AAPL

APPLE INC

COM
037833100
$11.04M
8 %

44,097

AMZN
AMZN

AMAZON COM INC

COM
023135106
$6.06M
5 %

27,629

EPD
EPD

ENTERPRISE PRODS PARTNERS L

COM
293792107
$5.84M
4 %

186,230

OKE
OKE

ONEOK INC NEW

COM
682680103
$5.70M
4 %

56,739

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$4.17M
3 %

9,193

MO
MO

ALTRIA GROUP INC

COM
02209S103
$2.57M
2 %

49,207

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