The Analysis of SGL Investment Advisors, Inc.'s Holdings
Currently, SGL Investment Advisors, Inc. holds 126 types of securities in its portfolio with a total value $240.0M. In the most recent quarter, they have increased their positions in YELP (+80.3K shares, valued at $2.7M), WMT (+11.9K shares, valued at $1.2M), NVDA (+4.8K shares, valued at $992.6K); decreased their positions in UL (-42.4K shares, valued at $2.6M), NXST (-7.2K shares, valued at $1.4M), IPG (-19.6K shares, valued at $490.3K); initiated new positions in YELP (+80.3K shares, valued at $2.7M), ISCV (+11.8K shares, valued at $779.2K), ETN (+946 shares, valued at $365.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC44.4K shares4.00%2025-09-302025-11-04
MSFT MICROSOFT CORP22.0K shares2.16%2025-09-302025-11-04 NVDA NVIDIA CORPORATION39.1K shares13.99%2025-09-302025-11-04 GOOG ALPHABET INC26.4K shares-4.93%2025-09-302025-11-04 IBM INTERNATIONAL BUSINESS MACHS24.0K shares-1.92%2025-09-302025-11-04 IVW ISHARES TR58.3K shares13.34%2025-09-302025-11-04 JPM JPMORGAN CHASE & CO.22.2K shares4.59%2025-09-302025-11-04 MA MASTERCARD INCORPORATED12.1K shares-2.00%2025-09-302025-11-04 CMI CUMMINS INC14.5K shares-0.21%2025-09-302025-11-04 JNJ JOHNSON & JOHNSON32.6K shares-0.49%2025-09-302025-11-04 HD HOME DEPOT INC15.9K shares-2.10%2025-09-302025-11-04 BRK.B BERKSHIRE HATHAWAY INC DEL11.8K shares0.89%2025-09-302025-11-04 CVX CHEVRON CORP NEW34.9K shares1.03%2025-09-302025-11-04 TRV TRAVELERS COMPANIES INC20.0K shares1.51%2025-09-302025-11-04 PANW PALO ALTO NETWORKS INC24.3K shares2.46%2025-09-302025-11-04 DGX QUEST DIAGNOSTICS INC28.0K shares1.89%2025-09-302025-11-04 LHX L3HARRIS TECHNOLOGIES INC15.8K shares5.05%2025-09-302025-11-04 WMT WALMART INC44.1K shares37.02%2025-09-302025-11-04 META META PLATFORMS INC7.0K shares3.03%2025-09-302025-11-04 ORLY OREILLY AUTOMOTIVE INC46.2K shares1.00%2025-09-302025-11-04 IAU ISHARES GOLD TR53.2K shares6.59%2025-09-302025-11-04 SSNC SS&C TECHNOLOGIES HLDGS INC47.4K shares5.23%2025-09-302025-11-04 SPY SPDR S&P 500 ETF TR5.8K shares22.06%2025-09-302025-11-04 PSA PUBLIC STORAGE OPER CO13.8K shares-4.42%2025-09-302025-11-04 CAG CONAGRA BRANDS INC216.6K shares33.28%2025-09-302025-11-04 SCHW SCHWAB CHARLES CORP39.5K shares1.92%2025-09-302025-11-04 NXST NEXSTAR MEDIA GROUP INC16.2K shares-30.70%2025-09-302025-11-04 ADBE ADOBE INC9.3K shares-5.32%2025-09-302025-11-04 TSCO TRACTOR SUPPLY CO58.6K shares1.93%2025-09-302025-11-04 IPG INTERPUBLIC GROUP COS INC115.8K shares-14.48%2025-09-302025-11-04 RMD RESMED INC11.3K shares2.07%2025-09-302025-11-04 STE STERIS PLC11.7K shares3.02%2025-09-302025-11-04 YELP YELP INC80.3K sharesnew addition2025-09-302025-11-04 VCIT VANGUARD SCOTTSDALE FDS27.7K shares42.15%2025-09-302025-11-04 GOOGL ALPHABET INC8.1K shares-2.68%2025-09-302025-11-04 NULG NUSHARES ETF TR22.4K shares0.28%2025-09-302025-11-04 IWO ISHARES TR6.4K shares15.72%2025-09-302025-11-04 SCHH SCHWAB STRATEGIC TR81.6K shares30.94%2025-09-302025-11-04 SCHF SCHWAB STRATEGIC TR70.8K shares27.19%2025-09-302025-11-04 AMD ADVANCED MICRO DEVICES INC6.2K shares16.06%2025-09-302025-11-04 AMZN AMAZON COM INC5.2K shares-6.36%2025-09-302025-11-04 TSLA TESLA INC2.6K shares26.70%2025-09-302025-11-04 JNK SPDR SERIES TRUST12.5K shares38.47%2025-09-302025-11-04 EFG ISHARES TR9.4K shares23.34%2025-09-302025-11-04 PG PROCTER AND GAMBLE CO7.1K shares66.13%2025-09-302025-11-04 AMGN AMGEN INC3.2K shares52.43%2025-09-302025-11-04 ESG FLEXSHARES TR6.0K shares3.32%2025-09-302025-11-04 UBER UBER TECHNOLOGIES INC9.4K shares5.20%2025-09-302025-11-04 TXN TEXAS INSTRS INC5.6K shares-0.81%2025-09-302025-11-04 MS MORGAN STANLEY5.4K shares3.61%2025-09-302025-11-04 NUSC NUSHARES ETF TR19.8K shares4.14%2025-09-302025-11-04 CSCO CISCO SYS INC11.7K shares86.56%2025-09-302025-11-04 IJH ISHARES TR13.1K shares25.76%2025-09-302025-11-04 GS GOLDMAN SACHS GROUP INC1.1K shares0.00%2025-09-302025-11-04 AXP AMERICAN EXPRESS CO2.3K shares4.20%2025-09-302025-11-04 WFC WELLS FARGO CO NEW9.6K shares6.62%2025-09-302025-11-04 NUDM NUSHARES ETF TR22.1K shares2.73%2025-09-302025-11-04 ORCL ORACLE CORP3.2K shares-1.29%2025-09-302025-11-04 KO COCA COLA CO12.1K shares88.81%2025-09-302025-11-04 TMUS T-MOBILE US INC4.0K shares-9.00%2025-09-302025-11-04 UNH UNITEDHEALTH GROUP INC2.4K shares263.11%2025-09-302025-11-04 LLY ELI LILLY & CO872 shares99.09%2025-09-302025-11-04 ISCV ISHARES TR11.8K sharesnew addition2025-09-302025-11-04 ABBV ABBVIE INC3.6K shares96.71%2025-09-302025-11-04 AMAT APPLIED MATLS INC3.2K shares-26.52%2025-09-302025-11-04 V VISA INC2.2K shares106.00%2025-09-302025-11-04 DIS DISNEY WALT CO6.4K shares116.02%2025-09-302025-11-04 ACN ACCENTURE PLC IRELAND2.9K shares-7.51%2025-09-302025-11-04 MRK MERCK & CO INC8.6K shares137.88%2025-09-302025-11-04 MCD MCDONALDS CORP2.4K shares113.91%2025-09-302025-11-04 T AT&T INC28.0K shares-0.92%2025-09-302025-11-04 CRM SALESFORCE INC2.6K shares146.89%2025-09-302025-11-04 UL UNILEVER PLC11.1K shares-79.25%2025-09-302025-11-04 SCHP SCHWAB STRATEGIC TR25.1K shares35.61%2025-09-302025-11-04 LIN LINDE PLC1.6K shares95.79%2025-09-302025-11-04 NOW SERVICENOW INC725 shares120.36%2025-09-302025-11-04 GRID FIRST TR EXCHANGE TRADED FD4.2K shares-1.73%2025-09-302025-11-04 VWO VANGUARD INTL EQUITY INDEX F12.0K shares19.39%2025-09-302025-11-04 INTU INTUIT970 shares4.41%2025-09-302025-11-04 CMCSA COMCAST CORP NEW24.3K shares1.23%2025-09-302025-11-04 MU MICRON TECHNOLOGY INC2.8K shares-1.20%2025-09-302025-11-04 PLTR PALANTIR TECHNOLOGIES INC3.1K shares28.26%2025-09-302025-11-04 VSS VANGUARD INTL EQUITY INDEX F4.5K shares19.92%2025-09-302025-11-04 ABT ABBOTT LABS5.0K shares86.96%2025-09-302025-11-04 AVGO BROADCOM INC1.6K shares-0.68%2025-09-302025-11-04 VOT VANGUARD INDEX FDS2.0K shares18.26%2025-09-302025-11-04 BLK BLACKROCK INC537 shares-24.05%2025-09-302025-11-04 ISRG INTUITIVE SURGICAL INC984 shares31.03%2025-09-302025-11-04 RTX RTX CORPORATION2.9K shares93.44%2025-09-302025-11-04 GE GE AEROSPACE1.6K shares-11.74%2025-09-302025-11-04 NFLX NETFLIX INC445 shares-13.59%2025-09-302025-11-04 COST COSTCO WHSL CORP NEW526 shares9.36%2025-09-302025-11-04 BAC BANK AMERICA CORP8.6K shares7.19%2025-09-302025-11-04 ETHO AMPLIFY ETF TR7.0K shares3.57%2025-09-302025-11-04 ADP AUTOMATIC DATA PROCESSING IN1.7K shares2.77%2025-09-302025-11-04 VNQI VANGUARD INTL EQUITY INDEX F9.0K shares24.49%2025-09-302025-11-04 SCHV SCHWAB STRATEGIC TR14.4K shares38.10%2025-09-302025-11-04 XOM EXXON MOBIL CORP3.5K shares16.79%2025-09-302025-11-04 QCOM QUALCOMM INC2.1K shares-1.40%2025-09-302025-11-04 NEE NEXTERA ENERGY INC4.6K shares-0.80%2025-09-302025-11-04 SUSB ISHARES TR14.6K shares17.28%2025-09-302025-11-04 ETN EATON CORP PLC946 sharesnew addition2025-09-302025-11-04 DHR DANAHER CORPORATION1.7K shares-0.77%2025-09-302025-11-04 PM PHILIP MORRIS INTL INC2.5K shares2.58%2025-09-302025-11-04 PCY INVESCO EXCH TRADED FD TR II16.2K shares28.97%2025-09-302025-11-04 VZ VERIZON COMMUNICATIONS INC8.8K shares-2.00%2025-09-302025-11-04 SPGI S&P GLOBAL INC640 shares-1.54%2025-09-302025-11-04 BSX BOSTON SCIENTIFIC CORP3.2K shares0.09%2025-09-302025-11-04 PEP PEPSICO INC1.9K sharesnew addition2025-09-302025-11-04 NUBD NUSHARES ETF TR12.0K shares12.21%2025-09-302025-11-04 WM WASTE MGMT INC DEL1.3K shares-55.48%2025-09-302025-11-04 GILD GILEAD SCIENCES INC2.1K sharesnew addition2025-09-302025-11-04 PODD INSULET CORP792 shares0.00%2025-09-302025-11-04 MCK MCKESSON CORP302 shares0.00%2025-09-302025-11-04 CDNS CADENCE DESIGN SYSTEM INC731 shares0.00%2025-09-302025-11-04 ALL ALLSTATE CORP1.3K shares-55.32%2025-09-302025-11-04 LUV SOUTHWEST AIRLS CO7.6K shares0.00%2025-09-302025-11-04 SYK STRYKER CORPORATION636 sharesnew addition2025-09-302025-11-04 KBDC KAYNE ANDERSON BDC INC15.8K shares0.00%2025-09-302025-11-04 VST VISTRA CORP1.1K shares-1.84%2025-09-302025-11-04 BK BANK NEW YORK MELLON CORP2.0K sharesnew addition2025-09-302025-11-04 TLT ISHARES TR2.4K sharesnew addition2025-09-302025-11-04 WTS WATTS WATER TECHNOLOGIES INC758 sharesnew addition2025-09-302025-11-04 KR KROGER CO3.2K shares0.00%2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available