Sgl Investment Advisors, Inc. Portfolio Holdings
Sgl Investment Advisors, Inc.
- $195 Billion
- Q3 2024
Sgl Investment Advisors, Inc. has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $195 Billion distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.27B, Microsoft Corp with a value of $8.81B, Jpmorgan Chase & CO with a value of $6.85B, Cummins Inc with a value of $6.82B, and Home Depot, Inc. with a value of $6.29B.
Examining the 13F form we can see an increase of $195B in the current position value.
Sgl Investment Advisors, Inc. is based out at Missoula, MT
Below you can find more details about Sgl Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$195 Billion
Technology: $46.2 Billion
Financial Services: $29 Billion
Healthcare: $22.7 Billion
Communication Services: $20 Billion
ETFs: $19.1 Billion
Consumer Cyclical: $16.6 Billion
Industrials: $15.5 Billion
Consumer Defensive: $10.5 Billion
Other: $11 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 106
- Current Value $195 Billion
- Filing
- Period Q3 2024
- Filing Date November 15, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 106 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks