Sgl Investment Advisors, Inc. Incresed Positions in Q2 2025

Sgl Investment Advisors, Inc.

  • $210 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.06K
+ 3.2%
$94.31 - $157.99 $100K - $168K
34.3K $5.49B
MSFT
Microsoft Corp

Technology
225
+ 1.06%
$354.56 - $497.45 $79.8K - $112K
21.5K $10.7B
IBM
International Business Machines Corp

Technology
42
+ 0.17%
$221.03 - $294.78 $9.28K - $12.4K
24.5K $7.11B
META
Meta Platforms, Inc.

Communication Services
20
+ 0.3%
$484.66 - $738.09 $9.69K - $14.8K
6.77K $4.88B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.55K
+ 3.11%
$82.96 - $110.1 $129K - $171K
51.4K $5.65B
JPM
Jpmorgan Chase & CO

Financial Services
268
+ 1.28%
$210.28 - $289.91 $56.4K - $77.7K
21.3K $6.01B
AAPL
Apple Inc.

Technology
726
+ 1.73%
$172.42 - $223.89 $125K - $163K
42.7K $8.97B
CVX
Chevron Corp

Energy
412
+ 1.21%
$133.73 - $168.51 $55.1K - $69.4K
34.6K $5.29B
GOOG
Alphabet Inc.

Communication Services
260
+ 0.95%
$146.58 - $180.01 $38.1K - $46.8K
27.8K $4.86B
TXN
Texas Instruments Inc

Technology
1.65K
+ 40.86%
N/A
5.68K $1.23B
INTU
Intuit Inc

Technology
585
+ 170.06%
$544.07 - $787.63 $318K - $461K
929 $726M
NXST
Nexstar Media Group, Inc.

Communication Services
175
+ 0.76%
$144.68 - $181.86 $25.3K - $31.8K
23.3K $4.28B
AXP
American Express CO

Financial Services
1.42K
+ 173.14%
$231.39 - $318.98 $328K - $452K
2.24K $709M
AMD
Advanced Micro Devices Inc

Technology
2.55K
+ 91.5%
$78.21 - $143.81 $199K - $367K
5.34K $736M
GS
Goldman Sachs Group Inc

Financial Services
547
+ 102.63%
$462.22 - $707.75 $253K - $387K
1.08K $753M
WFC
Wells Fargo & Company

Financial Services
4.92K
+ 119.35%
$60.98 - $80.12 $300K - $394K
9.04K $738M
MS
Morgan Stanley

Financial Services
2.66K
+ 104.48%
$99.83 - $140.86 $265K - $375K
5.2K $734M
CMI
Cummins Inc

Industrials
39
+ 0.27%
$267.12 - $336.65 $10.4K - $13.1K
14.5K $4.79B
PG
Procter & Gamble CO

Consumer Defensive
2.32K
+ 116.68%
$157.66 - $172.39 $365K - $399K
4.3K $679M
SPY
Spdr S&P 500 ETF Trust

ETFs
165
+ 3.63%
$496.48 - $617.85 $81.9K - $102K
4.72K $2.92B
TSLA
Tesla, Inc.

Consumer Cyclical
1.05K
+ 102.24%
$221.86 - $362.89 $233K - $381K
2.08K $619M
GOOGL
Alphabet Inc.

Communication Services
660
+ 8.58%
$144.7 - $178.6 $95.5K - $118K
8.36K $1.46B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
422
+ 8.25%
$224.16 - $285.86 $94.6K - $121K
5.54K $1.6B
VCIT
Vanguard Intermediate Term Cor

ETFs
2.68K
+ 15.95%
$79.56 - $82.92 $213K - $222K
19.5K $1.6B
AMZN
Amazon Com Inc

Consumer Cyclical
414
+ 8.06%
$167.32 - $223.3 $69.3K - $92.4K
5.55K $1.22B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
8.1K
+ 14.93%
$18.94 - $21.67 $153K - $176K
62.3K $1.32B
WMT
Walmart Inc.

Consumer Defensive
1.93K
+ 6.39%
$81.79 - $99.98 $158K - $193K
32.2K $3.12B
CSCO
Cisco Systems, Inc.

Technology
1.71K
+ 37.36%
$53.19 - $69.38 $91K - $119K
6.29K $431M
GE
General Electric CO

Industrials
418
+ 29.58%
$166.81 - $257.39 $69.7K - $108K
1.83K $452M
DIS
Walt Disney CO

Communication Services
837
+ 39.56%
$81.72 - $124.01 $68.4K - $104K
2.95K $360M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.04K
+ 5.78%
$17.76 - $22.1 $54K - $67.3K
55.7K $1.23B
AVGO
Broadcom Inc.

Technology
144
+ 9.82%
$146.29 - $275.65 $21.1K - $39.7K
1.61K $438M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.13K
+ 14.27%
$91.23 - $97.27 $103K - $109K
9.01K $868M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
42.7K
+ 1428.49%
$87.84 - $1441.89 $3.75M - $61.6M
45.7K $4.19B
XOM
Exxon Mobil Corp

Energy
828
+ 38.51%
$99.93 - $119.04 $82.7K - $98.6K
2.98K $340M
STE
Steris PLC

Healthcare
138
+ 1.23%
$208.55 - $252.55 $28.8K - $34.9K
11.4K $2.64B
Summit Hotel Pptys
100K
+ 8.37%
N/A
1.3M $1.25B
COST
Costco Wholesale Corp

Consumer Defensive
111
+ 30.0%
$908.13 - $1056.85 $101K - $117K
481 $474M
HD
Home Depot, Inc.

Consumer Cyclical
147
+ 0.91%
$335.24 - $380.78 $49.3K - $56K
16.2K $5.97B
PM
Philip Morris International Inc.

Consumer Defensive
470
+ 24.26%
$149.23 - $184.95 $70.1K - $86.9K
2.41K $428M
NFLX
Netflix Inc

Communication Services
23
+ 4.67%
$855.86 - $1339.13 $19.7K - $30.8K
515 $657M
V
Visa Inc.

Financial Services
257
+ 32.41%
$308.27 - $373.31 $79.2K - $95.9K
1.05K $372M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.86K
+ 11.54%
$28.02 - $32.37 $52.1K - $60.2K
18K $591M
EFG
Msci Eafe Growth ETF

ETFs
449
+ 6.28%
$89.8 - $112.0 $40.3K - $50.3K
7.6K $845M
MA
Mastercard Inc

Financial Services
258
+ 2.13%
$479.92 - $590.74 $124K - $152K
12.4K $6.96B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
704
+ 7.25%
$51.16 - $62.02 $36K - $43.7K
10.4K $660M
VZ
Verizon Communications Inc

Communication Services
2.07K
+ 30.1%
$41.67 - $45.62 $86.3K - $94.4K
8.95K $385M
Kayne Anderson Bdc Inc
5.27K
+ 50.01%
N/A
15.8K $248M
ESG
Flexshares Stoxx Us Esg Select
111
+ 1.94%
N/A
5.82K $855M
Activity Summary
Buys All Purchases 98 New Holdings 11 Increased Positions 87 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sgl Investment Advisors, Inc. Portfolio

Follow Sgl Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sgl Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sgl Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email