Sage Capital Advisors,llc
Sage Capital Advisors, LLC is an SEC-registered investment adviser headquartered in Sioux Falls, South Dakota. The firm specializes in wealth management and advisory services for individual and institutional clients. Founded in Nevada, Sage is registered to offer investment advisory services in certain states and countries, providing a broad array of investment management and financial planning solutions.
Investment Strategy
Sage Capital Advisors, LLC focuses on delivering personalized investment advisory services tailored to the unique needs of each client. The firm manages diversified portfolios across asset classes, utilizing active and passive strategies to align with client goals, risk tolerance, and time horizons. Sage emphasizes fiduciary standards, portfolio diversification, and ongoing risk management, serving both individuals and institutions with an emphasis on long-term value creation.
Top Holdings
Equity Positions (128)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 8.86% | $37.3M | 146,332 | $51.84 | $254.63 | +$6.9M |
M MSFT | MICROSOFT CORP | 5.21% | $21.9M | 42,320 | $118.30 | $517.95 | +$91.5K |
N NVDA | NVIDIA CORPORATION | 4.59% | $19.3M | 103,475 | $16.82 | $186.58 | -$4.0M |
G GOOGL | ALPHABET INC | 4.15% | $17.4M | 71,744 | $79.45 | $243.10 | +$4.8M |
A AMZN | AMAZON COM INC | 3.88% | $16.3M | 74,318 | $95.63 | $219.57 | +$55.9K |