Sgl Investment Advisors, Inc. Incresed Positions 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
ORLY
O Reilly Automotive Inc

Consumer Cyclical
99
+ 2.46%
$1146.59 - $1270.6 $114K - $126K
4.12K $5.46B
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
JNJ
Johnson & Johnson

Healthcare
940
+ 3.08%
$143.34 - $165.86 $135K - $156K
31.5K $4.89B
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
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
871
+ 1.94%
$18.41 - $40.87 $16K - $35.6K
45.8K $903M
CSCO
Cisco Systems, Inc.

Technology
288
+ 6.82%
$52.45 - $60.02 $15.1K - $17.3K
4.51K $282M
DIS
Walt Disney CO

Communication Services
236
+ 12.77%
$92.39 - $117.6 $21.8K - $27.8K
2.08K $228M
VOT
Vanguard Mid Cap Growth Index

ETFs
27
+ 2.1%
$241.48 - $274.89 $6.52K - $7.42K
1.31K $360M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
12K
+ 9.77%
$27.09 - $32.06 $325K - $384K
135K $3.61B
WM
Waste Management Inc

Industrials
28
+ 0.94%
$201.79 - $228.46 $5.65K - $6.4K
3.02K $687M
BAC
Bank Of America Corp

Financial Services
421
+ 8.45%
$39.22 - $47.77 $16.5K - $20.1K
5.41K $250M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
337
+ 1.58%
$81.6 - $90.89 $27.5K - $30.6K
21.6K $1.9B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
143
+ 5.02%
$114.08 - $125.68 $16.3K - $18K
2.99K $350M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
318
+ 4.25%
$44.04 - $49.49 $14K - $15.7K
7.8K $354M
CRM
Salesforce, Inc.

Technology
51
+ 7.42%
$270.87 - $367.87 $13.8K - $18.8K
738 $241M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.89K
+ 4.3%
$20.55 - $23.26 $38.8K - $44K
45.9K $983M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
124
+ 3.27%
$278.19 - $315.36 $34.5K - $39.1K
3.91K $1.14B
VNQI
Vanguard Global Ex U.S. Real

ETFs
371
+ 6.89%
$39.22 - $47.52 $14.6K - $17.6K
5.76K $233M
XOM
Exxon Mobil Corp

Energy
256
+ 13.81%
$105.51 - $125.37 $27K - $32.1K
2.11K $227M
SCHP
Schwab Strategic Us Tips ETF

ETFs
48
+ 0.36%
$25.74 - $53.78 $1.24K - $2.58K
13.3K $346M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
86
+ 2.11%
$119.34 - $127.78 $10.3K - $11K
4.15K $502M
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
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