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
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
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
Amplify ETF Tr
46
+ 0.76%
N/A
6.09K $370M
ORCL
Oracle Corp

Technology
86
+ 5.83%
$165.41 - $192.43 $14.2K - $16.5K
1.56K $269M
NUSC
Nuveen Esg Small Cap ETF

ETFs
426
+ 2.57%
$41.74 - $46.2 $17.8K - $19.7K
17K $725M
ALL
Allstate Corp

Financial Services
27
+ 0.97%
$181.25 - $208.2 $4.89K - $5.62K
2.81K $532M
CL
Colgate Palmolive CO

Consumer Defensive
51
+ 1.02%
$90.22 - $102.31 $4.6K - $5.22K
5.06K $439M
LHX
L3 Harris Technologies, Inc.

Industrials
2.91K
+ 22.85%
$208.94 - $264.22 $608K - $768K
15.6K $3.14B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
12
+ 0.91%
$396.64 - $516.74 $4.76K - $6.2K
1.33K $604M
NVDA
Nvidia Corp

Technology
254
+ 4.95%
$117.0 - $148.88 $29.7K - $37.8K
5.39K $707M
SRE
Sempra Energy

Utilities
41
+ 0.52%
$80.81 - $94.77 $3.31K - $3.89K
7.89K $654M
AMD
Advanced Micro Devices Inc

Technology
585
+ 11.68%
$118.88 - $172.8 $69.5K - $101K
5.59K $625M
DECK
Deckers Outdoor Corp

Consumer Cyclical
14
+ 0.39%
$152.04 - $211.12 $2.13K - $2.96K
3.58K $551M
CVX
Chevron Corp

Energy
492
+ 1.48%
$141.15 - $162.53 $69.4K - $80K
33.7K $5.22B
MSFT
Microsoft Corp

Technology
518
+ 2.51%
$406.35 - $454.46 $210K - $235K
21.2K $8.65B
TRV
Travelers Companies, Inc.

Financial Services
430
+ 2.21%
$225.97 - $266.66 $97.2K - $115K
19.9K $4.79B
ICLR
Icon PLC

Healthcare
7
+ 0.04%
$187.22 - $297.57 $1.31K - $2.08K
16.2K $3.02B
PSA
Public Storage

Real Estate
324
+ 2.28%
$289.33 - $360.21 $93.7K - $117K
14.5K $4.36B
UPS
United Parcel Service Inc

Industrials
637
+ 2.13%
$122.65 - $138.35 $78.1K - $88.1K
30.5K $3.49B
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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