Sgl Investment Advisors, Inc. Incresed Positions 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
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
VCIT
Vanguard Intermediate Term Cor

ETFs
8.21K
+ 42.15%
$81.75 - $84.54 $671K - $694K
27.7K $2.31B
LHX
L3 Harris Technologies, Inc.

Industrials
761
+ 5.05%
$252.18 - $305.41 $192K - $232K
15.8K $4.57B
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
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
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
EFG
Msci Eafe Growth ETF

ETFs
1.77K
+ 23.34%
$106.99 - $114.46 $190K - $203K
9.37K $1.08B
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
SCHP
Schwab Strategic Us Tips ETF

ETFs
6.59K
+ 35.61%
$26.44 - $27.1 $174K - $178K
25.1K $673M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.95K
+ 19.39%
$49.43 - $54.52 $96.1K - $106K
12K $660M
MS
Morgan Stanley

Financial Services
188
+ 3.61%
$139.09 - $161.16 $26.1K - $30.3K
5.39K $882M
ISRG
Intuitive Surgical Inc

Healthcare
233
+ 31.03%
$433.66 - $544.47 $101K - $127K
984 $536M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
750
+ 19.92%
$133.48 - $144.38 $100K - $108K
4.52K $643M
STE
Steris PLC

Healthcare
343
+ 3.02%
$221.21 - $252.43 $75.9K - $86.6K
11.7K $2.78B
AXP
American Express CO

Financial Services
94
+ 4.2%
$294.27 - $342.31 $27.7K - $32.2K
2.33K $843M
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.96K
+ 38.1%
$27.61 - $29.15 $109K - $116K
14.4K $414M
SCHW
Schwab Charles Corp

Financial Services
745
+ 1.92%
$91.03 - $98.69 $67.8K - $73.5K
39.5K $3.68B
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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