Sgl Investment Advisors, Inc. Purchases in Q3 2024

Sgl Investment Advisors, Inc.

  • $195 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BK
Bank Of New York Mellon Corp

Financial Services
10K
New
$59.54 - $72.17 $597K - $723K
10K $777M
AMAT
Applied Materials Inc

Technology
4.08K
New
$174.88 - $254.97 $713K - $1.04M
4.08K $759M
NVDA
Nvidia Corp

Technology
5.13K
New
$98.91 - $134.91 $508K - $693K
5.13K $753M
BLK
Black Rock Inc.

Financial Services
708
New
$782.27 - $949.51 $554K - $672K
708 $741M
NUSC
Nuveen Esg Small Cap ETF

ETFs
16.6K
New
$38.89 - $42.97 $644K - $712K
16.6K $734M
Ezcorp Inc
734K
New
N/A
734K $726M
INTU
Intuit Inc

Technology
1.04K
New
$602.97 - $670.49 $624K - $694K
1.04K $725M
SRE
Sempra Energy

Utilities
7.85K
New
$74.97 - $84.04 $588K - $659K
7.85K $710M
WTS
Watts Water Technologies Inc

Industrials
3.28K
New
$175.53 - $207.88 $576K - $682K
3.28K $695M
AMD
Advanced Micro Devices Inc

Technology
5.01K
New
$128.67 - $183.96 $644K - $921K
5.01K $695M
NUDM
Nuveen Esg International Devel

ETFs
21.9K
New
$30.15 - $34.01 $660K - $744K
21.9K $688M
WM
Waste Management Inc

Industrials
2.99K
New
$196.96 - $223.45 $589K - $668K
2.99K $663M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.32K
New
$460.0 - $505.78 $608K - $668K
1.32K $639M
DECK
Deckers Outdoor Corp

Consumer Cyclical
3.57K
New
$150.73 - $974.56 $538K - $3.48M
3.57K $631M
IAU
Ishares Gold Trust

ETFs
12.8K
New
$44.06 - $50.5 $562K - $644K
12.8K $618M
JNK
Spdr Bloomberg High Yield Bond

ETFs
6.36K
New
$93.65 - $97.81 $595K - $622K
6.36K $613M
AMZN
Amazon Com Inc

Consumer Cyclical
2.78K
New
$161.02 - $200.0 $448K - $556K
2.78K $588M
EFG
Msci Eafe Growth ETF

ETFs
5.94K
New
$96.84 - $108.77 $575K - $646K
5.94K $587M
ALL
Allstate Corp

Financial Services
2.78K
New
$158.43 - $192.86 $441K - $537K
2.78K $545M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.87K
New
$57.32 - $62.65 $451K - $493K
7.87K $510M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
4.07K
New
$110.06 - $128.44 $448K - $522K
4.07K $505M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
13.2K
New
$30.61 - $34.92 $403K - $460K
13.2K $477M
A
Agilent Technologies, Inc.

Healthcare
3.61K
New
$125.42 - $148.48 $453K - $536K
3.61K $470M
CL
Colgate Palmolive CO

Consumer Defensive
5.01K
New
$95.54 - $108.77 $478K - $545K
5.01K $458M
WMT
Walmart Inc.

Consumer Defensive
5.19K
New
$66.91 - $81.4 $347K - $422K
5.19K $438M
Amplify ETF Tr
6.04K
New
N/A
6.04K $374M
SCHP
Schwab Strategic Us Tips ETF

ETFs
13.2K
New
$51.58 - $53.79 $682K - $711K
13.2K $345M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.48K
New
$41.9 - $48.26 $313K - $361K
7.48K $338M
TSLA
Tesla, Inc.

Consumer Cyclical
1.08K
New
$191.76 - $263.26 $208K - $285K
1.08K $337M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.29K
New
$218.05 - $243.47 $281K - $313K
1.29K $334M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.85K
New
$112.99 - $126.45 $322K - $360K
2.85K $334M
COST
Costco Wholesale Corp

Consumer Defensive
357
New
$801.83 - $917.05 $286K - $327K
357 $330M
CTSH
Cognizant Technology Solutions Corp

Technology
4.08K
New
$66.89 - $77.87 $273K - $318K
4.08K $330M
GIS
General Mills Inc

Consumer Defensive
4.98K
New
$62.5 - $75.15 $311K - $374K
4.98K $322M
ORCL
Oracle Corp

Technology
1.48K
New
$125.9 - $170.35 $186K - $251K
1.48K $276M
KO
Coca Cola CO

Consumer Defensive
4.38K
New
$62.69 - $73.01 $274K - $320K
4.38K $274M
NFLX
Netflix Inc

Communication Services
322
New
$598.55 - $722.26 $193K - $233K
322 $270M
WFC
Wells Fargo & Company

Financial Services
3.59K
New
$51.58 - $60.97 $185K - $219K
3.59K $261M
TMUS
T Mobile Us, Inc.

Communication Services
1.08K
New
$175.14 - $206.36 $188K - $222K
1.08K $256M
PG
Procter & Gamble CO

Consumer Defensive
1.5K
New
$160.76 - $177.82 $242K - $267K
1.5K $251M
CSCO
Cisco Systems, Inc.

Technology
4.22K
New
$44.74 - $53.22 $189K - $225K
4.22K $244M
BAC
Bank Of America Corp

Financial Services
4.99K
New
$36.65 - $44.13 $183K - $220K
4.99K $229M
CRM
Salesforce, Inc.

Technology
687
New
$238.42 - $276.53 $164K - $190K
687 $228M
VNQI
Vanguard Global Ex U.S. Real

ETFs
5.38K
New
$40.45 - $47.24 $218K - $254K
5.38K $228M
AVGO
Broadcom Inc.

Technology
1.33K
New
$136.27 - $1745.86 $181K - $2.32M
1.33K $226M
XOM
Exxon Mobil Corp

Energy
1.85K
New
$109.72 - $119.0 $203K - $221K
1.85K $224M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
8.91K
New
$24.38 - $25.2 $217K - $225K
8.91K $220M
GE
General Electric CO

Industrials
1.23K
New
$156.66 - $189.66 $193K - $233K
1.23K $219M
LLY
Eli Lilly & CO

Healthcare
272
New
$772.14 - $960.02 $210K - $261K
272 $214M
Activity Summary
Buys All Purchases 106 New Holdings 106 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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