Sgl Investment Advisors, Inc. Purchases in Q4 2024

Sgl Investment Advisors, Inc.

  • $198 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
2.76K
+ 12.71%
$204.9 - $238.04 $565K - $657K
24.5K $6.26B
META
Meta Platforms, Inc.

Communication Services
236
+ 3.65%
$554.08 - $632.68 $131K - $149K
6.7K $4.86B
JPM
Jpmorgan Chase & CO

Financial Services
142
+ 0.5%
$205.18 - $250.29 $29.1K - $35.5K
28.5K $7.84B
TMUS
T Mobile Us, Inc.

Communication Services
3.3K
+ 307.26%
$206.1 - $246.94 $681K - $816K
4.38K $1.12B
SSNC
Ss&C Technologies Holdings Inc

Technology
230
+ 0.39%
$69.93 - $77.36 $16.1K - $17.8K
58.9K $5.19B
ADBE
Adobe Inc.

Technology
2.78K
+ 36.09%
$437.39 - $552.96 $1.22M - $1.54M
10.5K $4.86B
MA
Mastercard Inc

Financial Services
415
+ 3.52%
$491.3 - $536.15 $204K - $223K
12.2K $6.88B
MCK
Mckesson Corp

Healthcare
1.26K
New
$482.27 - $628.5 $610K - $794K
1.26K $752M
Blackrock Inc
714
New
N/A
714 $695M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
99
+ 2.46%
$1146.59 - $1270.6 $114K - $126K
4.12K $5.46B
LII
Lennox International Inc

Industrials
781
New
$589.36 - $678.43 $460K - $530K
781 $475M
GOOG
Alphabet Inc.

Communication Services
1.38K
+ 5.36%
$163.08 - $198.16 $225K - $273K
27.1K $5.02B
AAPL
Apple Inc.

Technology
209
+ 0.51%
$221.69 - $259.02 $46.3K - $54.1K
40.8K $9.67B
DGX
Quest Diagnostics Inc

Healthcare
906
+ 3.41%
N/A
27.5K $4.52B
Linde PLC
586
New
N/A
586 $269M
MS
Morgan Stanley

Financial Services
1.95K
New
$104.42 - $134.99 $204K - $264K
1.95K $268M
GS
Goldman Sachs Group Inc

Financial Services
399
New
$486.1 - $608.57 $194K - $243K
399 $259M
MRK
Merck & Co., Inc.

Healthcare
2.94K
New
$96.31 - $114.76 $283K - $338K
2.94K $252M
ABT
Abbott Laboratories

Healthcare
1.93K
New
$111.93 - $119.39 $215K - $230K
1.93K $251M
JNJ
Johnson & Johnson

Healthcare
940
+ 3.08%
$143.34 - $165.86 $135K - $156K
31.5K $4.89B
AXP
American Express CO

Financial Services
813
New
$267.35 - $305.57 $217K - $248K
813 $249M
ABBV
Abb Vie Inc.

Healthcare
1.26K
New
$164.99 - $203.87 $208K - $257K
1.26K $243M
ISRG
Intuitive Surgical Inc

Healthcare
410
New
$471.27 - $550.62 $193K - $226K
410 $242M
BX
Blackstone Inc.

Financial Services
1.45K
New
$148.45 - $199.05 $215K - $288K
1.45K $233M
PEP
Pepsico Inc

Consumer Defensive
1.61K
New
$151.29 - $176.1 $243K - $283K
1.61K $231M
LUV
Southwest Airlines CO

Industrials
7.64K
New
$28.99 - $34.84 $222K - $266K
7.64K $228M
TMO
Thermo Fisher Scientific Inc.

Healthcare
403
New
$501.29 - $612.85 $202K - $247K
403 $217M
PM
Philip Morris International Inc.

Consumer Defensive
1.4K
New
$118.38 - $133.06 $166K - $186K
1.4K $210M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
333
+ 3.0%
$442.29 - $483.08 $147K - $161K
11.4K $5.39B
HD
Home Depot, Inc.

Consumer Cyclical
408
+ 2.63%
$385.02 - $431.37 $157K - $176K
15.9K $6.48B
UL
Unilever PLC

Consumer Defensive
901
+ 1.64%
$56.7 - $64.64 $51.1K - $58.2K
55.8K $3.3B
NFLX
Netflix Inc

Communication Services
84
+ 26.09%
$687.65 - $936.56 $57.8K - $78.7K
406 $417M
SCHW
Schwab Charles Corp

Financial Services
641
+ 1.69%
$63.31 - $82.85 $40.6K - $53.1K
38.7K $3.18B
ACN
Accenture PLC

Technology
150
+ 5.75%
$343.9 - $376.86 $51.6K - $56.5K
2.76K $1.07B
AMZN
Amazon Com Inc

Consumer Cyclical
202
+ 7.26%
$180.88 - $232.93 $36.5K - $47.1K
2.98K $683M
GOOGL
Alphabet Inc.

Communication Services
199
+ 2.76%
$161.86 - $196.66 $32.2K - $39.1K
7.42K $1.36B
KO
Coca Cola CO

Consumer Defensive
865
+ 19.76%
$61.74 - $71.71 $53.4K - $62K
5.24K $360M
KR
Kroger CO

Consumer Defensive
11
+ 0.09%
$55.21 - $63.3 $607 - $696
11.7K $770M
PANW
Palo Alto Networks Inc

Technology
14.5K
+ 103.04%
$181.96 - $405.9 $2.63M - $5.87M
28.5K $5.6B
PODD
Insulet Corp

Healthcare
12
+ 0.35%
$227.79 - $275.7 $2.73K - $3.31K
3.47K $970M
GE
General Electric CO

Industrials
134
+ 10.89%
$159.95 - $194.23 $21.4K - $26K
1.36K $286M
V
Visa Inc.

Financial Services
96
+ 14.22%
$273.87 - $320.91 $26.3K - $30.8K
771 $271M
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 2.52%
$873.59 - $994.69 $7.86K - $8.95K
366 $390M
EFG
Msci Eafe Growth ETF

ETFs
311
+ 5.24%
$96.83 - $106.88 $30.1K - $33.2K
6.25K $645M
TSCO
Tractor Supply CO

Consumer Cyclical
52.2K
+ 403.78%
$52.59 - $303.74 $2.74M - $15.8M
65.1K $3.64B
STE
Steris PLC

Healthcare
360
+ 3.29%
$204.34 - $235.7 $73.6K - $84.9K
11.3K $2.48B
MCD
Mcdonalds Corp

Consumer Cyclical
159
+ 23.52%
$288.47 - $316.54 $45.9K - $50.3K
835 $257M
LLY
Eli Lilly & CO

Healthcare
33
+ 12.13%
$727.2 - $932.06 $24K - $30.8K
305 $266M
PG
Procter & Gamble CO

Consumer Defensive
251
+ 16.7%
$161.05 - $179.7 $40.4K - $45.1K
1.75K $297M
Activity Summary
Buys All Purchases 84 New Holdings 17 Increased Positions 67 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sgl Investment Advisors, Inc. Portfolio

Follow Sgl Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sgl Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sgl Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email