Sgl Investment Advisors, Inc. Incresed Positions in Q1 2025

Sgl Investment Advisors, Inc.

  • $194 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
27.8K
+ 516.7%
$106.98 - $149.43 $2.98M - $4.16M
33.2K $3.9B
WMT
Walmart Inc.

Consumer Defensive
25.5K
+ 539.08%
$84.5 - $105.05 $2.16M - $2.68M
30.3K $2.95B
IAU
Ishares Gold Trust

ETFs
36.7K
+ 297.51%
$49.74 - $58.96 $1.83M - $2.16M
49.1K $3.06B
IVW
Ishares S&P 500 Growth ETF

ETFs
10.7K
+ 27.35%
$92.45 - $106.69 $990K - $1.14M
49.9K $4.84B
MSFT
Microsoft Corp

Technology
112
+ 0.53%
$375.39 - $447.2 $42K - $50.1K
21.3K $9.32B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
178
+ 1.56%
$442.66 - $534.52 $78.8K - $95.1K
11.6K $5.96B
NXST
Nexstar Media Group, Inc.

Communication Services
576
+ 2.55%
$146.34 - $182.75 $84.3K - $105K
23.2K $3.81B
SPY
Spdr S&P 500 ETF Trust

ETFs
912
+ 25.07%
$551.42 - $612.93 $503K - $559K
4.55K $2.57B
AMZN
Amazon Com Inc

Consumer Cyclical
2.15K
+ 72.11%
$190.26 - $242.06 $409K - $521K
5.13K $986M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.27K
+ 24.15%
$79.17 - $82.04 $259K - $268K
16.8K $1.36B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.77K
+ 14.78%
$18.36 - $20.51 $124K - $139K
52.6K $1.09B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
8.38K
+ 18.27%
$20.2 - $22.24 $169K - $186K
54.2K $1.14B
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.66K
+ 26.72%
$94.86 - $97.12 $158K - $161K
7.88K $745M
NFLX
Netflix Inc

Communication Services
86
+ 21.18%
$828.4 - $1058.6 $71.2K - $91K
492 $563M
JNJ
Johnson & Johnson

Healthcare
856
+ 2.72%
$142.06 - $167.7 $122K - $144K
32.3K $5.03B
ISRG
Intuitive Surgical Inc

Healthcare
302
+ 73.66%
$476.63 - $610.45 $144K - $184K
712 $383M
MCK
Mckesson Corp

Healthcare
10
+ 0.79%
$566.21 - $672.99 $5.66K - $6.73K
1.27K $879M
SCHW
Schwab Charles Corp

Financial Services
525
+ 1.36%
$71.24 - $83.64 $37.4K - $43.9K
39.2K $3.31B
PM
Philip Morris International Inc.

Consumer Defensive
537
+ 38.36%
$117.15 - $158.79 $62.9K - $85.3K
1.94K $333M
EFG
Msci Eafe Growth ETF

ETFs
900
+ 14.41%
$96.1 - $106.37 $86.5K - $95.7K
7.15K $755M
AMAT
Applied Materials Inc

Technology
1.14K
+ 35.48%
$145.06 - $195.51 $165K - $223K
4.35K $678M
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.3K
+ 24.85%
$25.69 - $26.89 $84.7K - $88.6K
16.6K $438M
ABT
Abbott Laboratories

Healthcare
581
+ 30.18%
$111.1 - $140.22 $64.5K - $81.5K
2.51K $336M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
558
+ 18.67%
$110.75 - $119.78 $61.8K - $66.8K
3.55K $434M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.58K
+ 20.28%
$42.5 - $46.71 $67.2K - $73.9K
9.38K $431M
KO
Coca Cola CO

Consumer Defensive
886
+ 16.9%
$60.81 - $72.32 $53.9K - $64.1K
6.13K $436M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.87K
+ 23.8%
$57.21 - $65.8 $107K - $123K
9.71K $572M
Linde PLC
171
+ 29.18%
N/A
757 $343M
ABBV
Abb Vie Inc.

Healthcare
440
+ 34.89%
$169.2 - $216.66 $74.4K - $95.3K
1.7K $316M
MCD
Mcdonalds Corp

Consumer Cyclical
213
+ 25.51%
$279.74 - $321.29 $59.6K - $68.4K
1.05K $328M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.34K
+ 37.4%
$111.56 - $223.11 $149K - $299K
4.92K $618M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
3.21K
+ 24.92%
$31.63 - $35.22 $102K - $113K
16.1K $498M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1K
+ 17.41%
$38.22 - $41.19 $38.3K - $41.3K
6.76K $291M
VOT
Vanguard Mid Cap Growth Index

ETFs
282
+ 21.46%
$237.72 - $276.98 $67K - $78.1K
1.6K $409M
BAC
Bank Of America Corp

Financial Services
1.78K
+ 32.96%
$39.61 - $47.74 $70.6K - $85.1K
7.19K $299M
AVGO
Broadcom Inc.

Technology
358
+ 32.31%
$167.43 - $244.7 $59.9K - $87.6K
1.47K $305M
GS
Goldman Sachs Group Inc

Financial Services
134
+ 33.58%
$524.81 - $672.19 $70.3K - $90.1K
533 $302M
MS
Morgan Stanley

Financial Services
591
+ 30.25%
$111.68 - $141.08 $66K - $83.4K
2.55K $310M
MRK
Merck & Co., Inc.

Healthcare
838
+ 28.49%
$83.01 - $101.02 $69.6K - $84.7K
3.78K $293M
TSLA
Tesla, Inc.

Consumer Cyclical
272
+ 35.98%
$222.15 - $428.22 $60.4K - $116K
1.03K $293M
LLY
Eli Lilly & CO

Healthcare
94
+ 30.82%
$725.72 - $929.72 $68.2K - $87.4K
399 $300M
BX
Blackstone Inc.

Financial Services
454
+ 31.38%
$136.53 - $186.74 $62K - $84.8K
1.9K $266M
PEP
Pepsico Inc

Consumer Defensive
397
+ 24.74%
$142.64 - $156.42 $56.6K - $62.1K
2K $263M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
125
+ 3.01%
$113.13 - $127.79 $14.1K - $16K
4.28K $527M
WFC
Wells Fargo & Company

Financial Services
562
+ 15.78%
$66.78 - $81.42 $37.5K - $45.8K
4.12K $302M
PG
Procter & Gamble CO

Consumer Defensive
230
+ 13.11%
$158.56 - $176.26 $36.5K - $40.5K
1.98K $315M
GE
General Electric CO

Industrials
49
+ 3.59%
$168.59 - $212.13 $8.26K - $10.4K
1.41K $303M
V
Visa Inc.

Financial Services
22
+ 2.85%
$306.92 - $362.71 $6.75K - $7.98K
793 $279M
XOM
Exxon Mobil Corp

Energy
40
+ 1.9%
$105.44 - $118.93 $4.22K - $4.76K
2.15K $228M
Activity Summary
Buys All Purchases 79 New Holdings 8 Increased Positions 71 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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