Sgl Investment Advisors, Inc. Purchases in Q2 2025

Sgl Investment Advisors, Inc.

  • $210 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.06K
+ 3.2%
$94.31 - $157.99 $100K - $168K
34.3K $5.49B
MSFT
Microsoft Corp

Technology
225
+ 1.06%
$354.56 - $497.45 $79.8K - $112K
21.5K $10.7B
IBM
International Business Machines Corp

Technology
42
+ 0.17%
$221.03 - $294.78 $9.28K - $12.4K
24.5K $7.11B
UBER
Uber Technologies, Inc

Technology
8.94K
New
$64.62 - $93.3 $578K - $834K
8.94K $871M
META
Meta Platforms, Inc.

Communication Services
20
+ 0.3%
$484.66 - $738.09 $9.69K - $14.8K
6.77K $4.88B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.55K
+ 3.11%
$82.96 - $110.1 $129K - $171K
51.4K $5.65B
T
At&T Inc.

Communication Services
28.3K
New
$26.33 - $28.94 $745K - $819K
28.3K $801M
JPM
Jpmorgan Chase & CO

Financial Services
268
+ 1.28%
$210.28 - $289.91 $56.4K - $77.7K
21.3K $6.01B
AAPL
Apple Inc.

Technology
726
+ 1.73%
$172.42 - $223.89 $125K - $163K
42.7K $8.97B
CVX
Chevron Corp

Energy
412
+ 1.21%
$133.73 - $168.51 $55.1K - $69.4K
34.6K $5.29B
TXN
Texas Instruments Inc

Technology
1.65K
+ 40.86%
N/A
5.68K $1.23B
ORCL
Oracle Corp

Technology
1.6K
+ 97.09%
$122.82 - $218.63 $196K - $350K
3.25K $761M
ADP
Automatic Data Processing Inc

Industrials
1.66K
New
$276.76 - $326.81 $459K - $542K
1.66K $509M
INTU
Intuit Inc

Technology
585
+ 170.06%
$544.07 - $787.63 $318K - $461K
929 $726M
NXST
Nexstar Media Group, Inc.

Communication Services
175
+ 0.76%
$144.68 - $181.86 $25.3K - $31.8K
23.3K $4.28B
AXP
American Express CO

Financial Services
1.42K
+ 173.14%
$231.39 - $318.98 $328K - $452K
2.24K $709M
AMD
Advanced Micro Devices Inc

Technology
2.55K
+ 91.5%
$78.21 - $143.81 $199K - $367K
5.34K $736M
GS
Goldman Sachs Group Inc

Financial Services
547
+ 102.63%
$462.22 - $707.75 $253K - $387K
1.08K $753M
WFC
Wells Fargo & Company

Financial Services
4.92K
+ 119.35%
$60.98 - $80.12 $300K - $394K
9.04K $738M
MS
Morgan Stanley

Financial Services
2.66K
+ 104.48%
$99.83 - $140.86 $265K - $375K
5.2K $734M
CMI
Cummins Inc

Industrials
39
+ 0.27%
$267.12 - $336.65 $10.4K - $13.1K
14.5K $4.79B
PG
Procter & Gamble CO

Consumer Defensive
2.32K
+ 116.68%
$157.66 - $172.39 $365K - $399K
4.3K $679M
SPY
Spdr S&P 500 ETF Trust

ETFs
165
+ 3.63%
$496.48 - $617.85 $81.9K - $102K
4.72K $2.92B
MU
Micron Technology Inc

Technology
2.82K
New
$64.72 - $127.91 $183K - $361K
2.82K $351M
QCOM
Qualcomm Inc

Technology
2.15K
New
$124.66 - $159.48 $268K - $342K
2.15K $342M
SPGI
S&P Global Inc.

Financial Services
650
New
$438.31 - $527.29 $285K - $343K
650 $342M
DHR
Danaher Corp

Healthcare
1.7K
New
$174.64 - $205.16 $297K - $348K
1.7K $341M
PLTR
Palantir Technologies Inc.

Technology
2.42K
New
$74.01 - $144.25 $179K - $350K
2.42K $339M
NEE
Nextera Energy Inc

Utilities
4.65K
New
$64.11 - $75.0 $298K - $349K
4.65K $337M
TSLA
Tesla, Inc.

Consumer Cyclical
1.05K
+ 102.24%
$221.86 - $362.89 $233K - $381K
2.08K $619M
BSX
Boston Scientific Corp

Healthcare
3.18K
New
$89.7 - $107.41 $285K - $342K
3.18K $326M
GOOGL
Alphabet Inc.

Communication Services
660
+ 8.58%
$144.7 - $178.6 $95.5K - $118K
8.36K $1.46B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
422
+ 8.25%
$224.16 - $285.86 $94.6K - $121K
5.54K $1.6B
VCIT
Vanguard Intermediate Term Cor

ETFs
2.68K
+ 15.95%
$79.56 - $82.92 $213K - $222K
19.5K $1.6B
AMZN
Amazon Com Inc

Consumer Cyclical
414
+ 8.06%
$167.32 - $223.3 $69.3K - $92.4K
5.55K $1.22B
RTX
Raytheon Technologies Corp

Industrials
1.5K
New
$113.75 - $148.48 $170K - $222K
1.5K $217M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
8.1K
+ 14.93%
$18.94 - $21.67 $153K - $176K
62.3K $1.32B
WMT
Walmart Inc.

Consumer Defensive
1.93K
+ 6.39%
$81.79 - $99.98 $158K - $193K
32.2K $3.12B
CSCO
Cisco Systems, Inc.

Technology
1.71K
+ 37.36%
$53.19 - $69.38 $91K - $119K
6.29K $431M
GE
General Electric CO

Industrials
418
+ 29.58%
$166.81 - $257.39 $69.7K - $108K
1.83K $452M
DIS
Walt Disney CO

Communication Services
837
+ 39.56%
$81.72 - $124.01 $68.4K - $104K
2.95K $360M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.04K
+ 5.78%
$17.76 - $22.1 $54K - $67.3K
55.7K $1.23B
AVGO
Broadcom Inc.

Technology
144
+ 9.82%
$146.29 - $275.65 $21.1K - $39.7K
1.61K $438M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.13K
+ 14.27%
$91.23 - $97.27 $103K - $109K
9.01K $868M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
42.7K
+ 1428.49%
$87.84 - $1441.89 $3.75M - $61.6M
45.7K $4.19B
XOM
Exxon Mobil Corp

Energy
828
+ 38.51%
$99.93 - $119.04 $82.7K - $98.6K
2.98K $340M
STE
Steris PLC

Healthcare
138
+ 1.23%
$208.55 - $252.55 $28.8K - $34.9K
11.4K $2.64B
Summit Hotel Pptys
100K
+ 8.37%
N/A
1.3M $1.25B
COST
Costco Wholesale Corp

Consumer Defensive
111
+ 30.0%
$908.13 - $1056.85 $101K - $117K
481 $474M
Activity Summary
Buys All Purchases 98 New Holdings 11 Increased Positions 87 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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