Sgl Investment Advisors, Inc. Purchases in Q3 2025

Sgl Investment Advisors, Inc.

  • $240 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.71K
+ 4.0%
$202.38 - $256.87 $345K - $438K
44.4K $12B
YELP
Yelp Inc

Communication Services
80.4K
New
$30.48 - $35.26 $2.45M - $2.83M
80.4K $2.66B
NVDA
Nvidia Corp

Technology
4.8K
+ 13.99%
$153.3 - $186.58 $736K - $895K
39.1K $8.09B
IVW
Ishares S&P 500 Growth ETF

ETFs
6.86K
+ 13.34%
$108.97 - $121.65 $747K - $834K
58.3K $7.31B
WMT
Walmart Inc.

Consumer Defensive
11.9K
+ 37.02%
$94.4 - $104.27 $1.12M - $1.24M
44.1K $4.48B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.04K
+ 22.06%
$617.65 - $666.84 $642K - $694K
5.76K $3.93B
IAU
Ishares Gold Trust

ETFs
3.29K
+ 6.59%
$61.62 - $72.77 $203K - $239K
53.2K $4.02B
AMD
Advanced Micro Devices Inc

Technology
857
+ 16.06%
$134.8 - $184.42 $116K - $158K
6.19K $1.61B
JPM
Jpmorgan Chase & CO

Financial Services
976
+ 4.59%
$282.78 - $316.06 $276K - $308K
22.2K $6.88B
ISCV
Ishares Morningstar Small Cap

ETFs
11.8K
New
$61.33 - $67.87 $722K - $799K
11.8K $779M
LHX
L3 Harris Technologies, Inc.

Industrials
761
+ 5.05%
$252.18 - $305.41 $192K - $232K
15.8K $4.57B
MSFT
Microsoft Corp

Technology
465
+ 2.16%
$491.09 - $535.64 $228K - $249K
22K $11.3B
TSLA
Tesla, Inc.

Consumer Cyclical
555
+ 26.7%
$293.94 - $444.72 $163K - $247K
2.63K $1.23B
UNH
Unitedhealth Group Inc

Healthcare
1.73K
+ 263.11%
$237.77 - $353.61 $410K - $610K
2.38K $795M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
871
+ 15.72%
$284.45 - $324.95 $248K - $283K
6.41K $2.11B
PANW
Palo Alto Networks Inc

Technology
582
+ 2.46%
$167.06 - $208.19 $97.2K - $121K
24.3K $5.32B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
15.1K
+ 27.19%
$21.69 - $23.34 $328K - $353K
70.8K $1.69B
CSCO
Cisco Systems, Inc.

Technology
5.44K
+ 86.56%
$66.2 - $71.79 $360K - $391K
11.7K $873M
LLY
Eli Lilly & CO

Healthcare
434
+ 99.09%
$625.65 - $812.69 $272K - $353K
872 $782M
MRK
Merck & Co., Inc.

Healthcare
4.98K
+ 137.88%
$77.6 - $87.37 $386K - $435K
8.59K $709M
ABBV
Abb Vie Inc.

Healthcare
1.76K
+ 96.71%
$184.85 - $231.54 $326K - $408K
3.58K $759M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
19.3K
+ 30.94%
$20.76 - $21.78 $400K - $420K
81.6K $1.72B
CRM
Salesforce, Inc.

Technology
1.56K
+ 146.89%
$231.66 - $273.65 $361K - $426K
2.62K $684M
CAG
Conagra Brands Inc.

Consumer Defensive
54.1K
+ 33.28%
$18.04 - $21.14 $976K - $1.14M
217K $3.75B
PG
Procter & Gamble CO

Consumer Defensive
2.84K
+ 66.13%
$150.47 - $161.22 $428K - $458K
7.14K $1.06B
MCD
Mcdonalds Corp

Consumer Cyclical
1.25K
+ 113.91%
$291.67 - $316.99 $365K - $397K
2.35K $697M
KO
Coca Cola CO

Consumer Defensive
5.7K
+ 88.81%
$65.67 - $71.67 $374K - $409K
12.1K $824M
ETN
Eaton Corp PLC

Industrials
946
New
$342.99 - $392.76 $324K - $372K
946 $366M
V
Visa Inc.

Financial Services
1.11K
+ 106.0%
$332.09 - $358.86 $370K - $399K
2.16K $729M
DIS
Walt Disney CO

Communication Services
3.43K
+ 116.02%
$112.25 - $124.0 $385K - $425K
6.38K $715M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.47K
+ 38.47%
$96.22 - $98.19 $333K - $340K
12.5K $1.2B
NOW
Service Now, Inc.

Technology
396
+ 120.36%
$850.86 - $1044.69 $337K - $414K
725 $663M
AMGN
Amgen Inc

Healthcare
1.1K
+ 52.43%
$271.18 - $309.22 $299K - $340K
3.2K $948M
PLTR
Palantir Technologies Inc.

Technology
685
+ 28.26%
$130.68 - $186.97 $89.5K - $128K
3.11K $644M
TRV
Travelers Companies, Inc.

Financial Services
297
+ 1.51%
$250.62 - $279.43 $74.4K - $83K
20K $5.36B
RTX
Raytheon Technologies Corp

Industrials
1.4K
+ 93.44%
$144.19 - $167.33 $201K - $234K
2.89K $512M
Linde PLC
797
+ 95.79%
N/A
1.63K $671M
PEP
Pepsico Inc

Consumer Defensive
1.91K
New
$133.81 - $152.16 $255K - $290K
1.91K $274M
SSNC
Ss&C Technologies Holdings Inc

Technology
2.36K
+ 5.23%
$81.85 - $90.2 $193K - $212K
47.4K $4.02B
DGX
Quest Diagnostics Inc

Healthcare
520
+ 1.89%
N/A
28K $5.02B
ABT
Abbott Laboratories

Healthcare
2.31K
+ 86.96%
$120.51 - $136.62 $279K - $316K
4.98K $616M
GILD
Gilead Sciences, Inc.

Healthcare
2.11K
New
$108.22 - $120.47 $228K - $254K
2.11K $257M
EFG
Msci Eafe Growth ETF

ETFs
1.77K
+ 23.34%
$106.99 - $114.46 $190K - $203K
9.37K $1.08B
SYK
Stryker Corp

Healthcare
636
New
$368.57 - $403.53 $234K - $257K
636 $228M
BK
Bank Of New York Mellon Corp

Financial Services
2K
New
$90.65 - $109.75 $181K - $220K
2K $216M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.38K
New
$85.01 - $90.35 $202K - $215K
2.38K $214M
WTS
Watts Water Technologies Inc

Industrials
758
New
$247.02 - $285.86 $187K - $217K
758 $206M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.68K
+ 25.76%
$62.09 - $66.51 $167K - $178K
13.1K $850M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
63
+ 0.28%
$92.97 - $100.18 $5.86K - $6.31K
22.4K $2.29B
Activity Summary
Buys All Purchases 84 New Holdings 9 Increased Positions 75 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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