Sgl Investment Advisors, Inc. New Holdings in Q3 2025

Sgl Investment Advisors, Inc.

  • $240 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
YELP
Yelp Inc

Communication Services
80.4K
New
$30.48 - $35.26 $2.45M - $2.83M
80.4K $2.66B
ISCV
Ishares Morningstar Small Cap

ETFs
11.8K
New
$61.33 - $67.87 $722K - $799K
11.8K $779M
ETN
Eaton Corp PLC

Industrials
946
New
$342.99 - $392.76 $324K - $372K
946 $366M
PEP
Pepsico Inc

Consumer Defensive
1.91K
New
$133.81 - $152.16 $255K - $290K
1.91K $274M
GILD
Gilead Sciences, Inc.

Healthcare
2.11K
New
$108.22 - $120.47 $228K - $254K
2.11K $257M
SYK
Stryker Corp

Healthcare
636
New
$368.57 - $403.53 $234K - $257K
636 $228M
BK
Bank Of New York Mellon Corp

Financial Services
2K
New
$90.65 - $109.75 $181K - $220K
2K $216M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.38K
New
$85.01 - $90.35 $202K - $215K
2.38K $214M
WTS
Watts Water Technologies Inc

Industrials
758
New
$247.02 - $285.86 $187K - $217K
758 $206M
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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