# EDGAR Filing Document

**Accession Number:** 0001925418
**File Stem:** 0001925418-23-000001
**Filing Date:** 2023-2
**Character Count:** 9857
**Document Hash:** 4aa6cccb4cda5beb5d0e782f2a3f5276
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001925418-23-000001.hdr.sgml**: 20230213

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Sage Investment Advisers LLC<br>**Address:** 488 FREEDOM PLAINS ROAD<br>SUITE 144<br>POUGHKEEPSIE, NY 12603

**Form 13F File Number:** 028-22470

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** JERRY SCHUDER<br>**Title:** Chief Compliance Officer<br>**Phone:** (845) 240-1551

**Signature, Place, and Date of Signing:**

JERRY SCHUDER  EAST NORRITON, NY  02-13-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 64

**Form 13F Information Table Value Total:** $70144856

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 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 500 GRWT ETF | 464287309 |  | 1454296 | 24860 | SH |  | SOLE |  | 0 | 0 | 24860 |
| ISHARES TR | S 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 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 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 |

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