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
WFC
Wells Fargo & Company

Financial Services
599
+ 6.62%
$77.05 - $85.16 $46.2K - $51K
9.64K $842M
VOT
Vanguard Mid Cap Growth Index

ETFs
306
+ 18.26%
$282.75 - $294.19 $86.5K - $90K
1.98K $577M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
3.64K
+ 28.97%
$20.22 - $21.71 $73.6K - $79K
16.2K $354M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.77K
+ 24.49%
$45.22 - $48.34 $79.9K - $85.5K
8.99K $422M
ESG
Flexshares Stoxx Us Esg Select
193
+ 3.32%
N/A
6.01K $943M
NUSC
Nuveen Esg Small Cap ETF

ETFs
787
+ 4.14%
$40.43 - $44.52 $31.8K - $35K
19.8K $878M
CVX
Chevron Corp

Energy
356
+ 1.03%
$145.57 - $161.83 $51.8K - $57.6K
34.9K $5.38B
BAC
Bank Of America Corp

Financial Services
575
+ 7.19%
$44.92 - $52.42 $25.8K - $30.1K
8.57K $459M
NUDM
Nuveen Esg International Devel

ETFs
588
+ 2.73%
$34.72 - $37.63 $20.4K - $22.1K
22.1K $841M
UBER
Uber Technologies, Inc

Technology
465
+ 5.2%
$86.91 - $99.57 $40.4K - $46.3K
9.4K $938M
XOM
Exxon Mobil Corp

Energy
500
+ 16.79%
$105.83 - $117.22 $52.9K - $58.6K
3.48K $396M
Amplify ETF Tr
240
+ 3.57%
N/A
6.96K $449M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
458
+ 1.0%
$89.32 - $107.82 $40.9K - $49.4K
46.2K $4.23B
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
1.31K
+ 12.21%
$21.91 - $22.57 $28.7K - $29.5K
12K $270M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
104
+ 0.89%
$459.11 - $506.91 $47.7K - $52.7K
11.8K $5.63B
COST
Costco Wholesale Corp

Consumer Defensive
45
+ 9.36%
$915.95 - $994.57 $41.2K - $44.8K
526 $488M
BSX
Boston Scientific Corp

Healthcare
3
+ 0.09%
$97.03 - $108.14 $291 - $324
3.19K $314M
RMD
Resmed Inc

Healthcare
229
+ 2.07%
$252.01 - $293.73 $57.7K - $67.3K
11.3K $2.81B
INTU
Intuit Inc

Technology
41
+ 4.41%
$646.03 - $807.39 $26.5K - $33.1K
970 $656M
ADP
Automatic Data Processing Inc

Industrials
46
+ 2.77%
$288.69 - $310.94 $13.3K - $14.3K
1.71K $438M
PM
Philip Morris International Inc.

Consumer Defensive
62
+ 2.58%
$157.77 - $183.27 $9.78K - $11.4K
2.47K $357M
TSCO
Tractor Supply CO

Consumer Cyclical
1.11K
+ 1.93%
$54.08 - $62.65 $60K - $69.5K
58.6K $3.07B
CMCSA
Comcast Corp

Communication Services
295
+ 1.23%
$31.41 - $36.33 $9.27K - $10.7K
24.3K $655M
META
Meta Platforms, Inc.

Communication Services
205
+ 3.03%
$695.21 - $791.73 $143K - $162K
6.98K $4.45B
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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