Sgl Investment Advisors, Inc. Top Holdings and 13F Report (2025) About Sgl Investment Advisors, Inc.Investment ActivitySgl Investment Advisors, Inc. has $198.36 million in total holdings as of December 31, 2024.Sgl Investment Advisors, Inc. owns shares of 114 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 9.24% of the portfolio was purchased this quarter.About 5.09% of the portfolio was sold this quarter.This quarter, Sgl Investment Advisors, Inc. has purchased 106 new stocks and bought additional shares in 67 stocks.Sgl Investment Advisors, Inc. sold shares of 30 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $9,670,159Microsoft $8,651,328JPMorgan Chase & Co. $7,843,163Mastercard $6,882,474Home Depot $6,477,566 Largest New Holdings this Quarter 58155Q103 - McKesson $752,080 Holding09290D101 - BLACKROCK INC $695,229 Holding26210C104 - Dropbox $512,537 Holding526107107 - Lennox International $475,410 HoldingG54950103 - LINDE PLC $268,716 Holding Largest Purchases this Quarter Tractor Supply 52,168 shares (about $2.91M)Palo Alto Networks 14,453 shares (about $2.84M)Adobe 2,784 shares (about $1.29M)T-Mobile US 3,303 shares (about $843.19K)McKesson 1,264 shares (about $752.08K) Largest Sales this Quarter Cummins 4,200 shares (about $1.53M)Verizon Communications 22,990 shares (about $931.78K)UnitedHealth Group 1,178 shares (about $621.28K)Intuit 681 shares (about $392.62K)Danaher 1,136 shares (about $229.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSgl Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$9,670,159$49,506 ▲0.5%40,8254.9%Computer and TechnologyMSFTMicrosoft$8,651,328$211,886 ▲2.5%21,1504.4%Computer and TechnologyJPMJPMorgan Chase & Co.$7,843,163$39,114 ▲0.5%28,4744.0%FinanceMAMastercard$6,882,474$234,309 ▲3.5%12,1903.5%Business ServicesHDHome Depot$6,477,566$166,112 ▲2.6%15,9103.3%Retail/WholesaleIBMInternational Business Machines$6,256,345$705,524 ▲12.7%24,4573.2%Computer and TechnologyPANWPalo Alto Networks$5,602,870$2,843,338 ▲103.0%28,4802.8%Computer and TechnologyORLYO'Reilly Automotive$5,460,089$131,106 ▲2.5%4,1232.8%Retail/WholesaleBRK.BBerkshire Hathaway$5,389,515$157,086 ▲3.0%11,4252.7%FinanceCMICummins$5,302,380$1,531,110 ▼-22.4%14,5452.7%Auto/Tires/TrucksCVXChevron$5,223,430$76,211 ▲1.5%33,7212.6%EnergySSNCSS&C Technologies$5,191,672$20,261 ▲0.4%58,9362.6%Computer and TechnologyGOOGAlphabet$5,020,332$255,337 ▲5.4%27,0742.5%Computer and TechnologyJNJJohnson & Johnson$4,887,747$145,945 ▲3.1%31,4812.5%MedicalADBEAdobe$4,858,054$1,288,324 ▲36.1%10,4982.4%Computer and TechnologyMETAMeta Platforms$4,856,419$171,190 ▲3.7%6,6952.4%Computer and TechnologyTRVTravelers Companies$4,786,487$103,484 ▲2.2%19,8892.4%FinanceDGXQuest Diagnostics$4,515,681$148,901 ▲3.4%27,4762.3%MedicalPSAPublic Storage$4,357,297$97,236 ▲2.3%14,5192.2%FinanceIVWiShares S&P 500 Growth ETF$4,112,602$70,383 ▼-1.7%39,1492.1%ETFCAGConagra Brands$4,035,013$104,586 ▼-2.5%162,9652.0%Consumer StaplesTSCOTractor Supply$3,636,467$2,914,627 ▲403.8%65,0881.8%Retail/WholesaleIPGInterpublic Group of Companies$3,608,284$321,146 ▲9.8%134,7381.8%Business ServicesUPSUnited Parcel Service$3,489,043$72,784 ▲2.1%30,5361.8%TransportationNXSTNexstar Media Group$3,381,954$4,642 ▼-0.1%22,5841.7%Consumer DiscretionaryULUnilever$3,297,173$53,285 ▲1.6%55,7521.7%Consumer StaplesSCHWCharles Schwab$3,182,590$52,741 ▲1.7%38,6801.6%FinanceLHXL3Harris Technologies$3,136,537$583,374 ▲22.8%15,6351.6%AerospaceICLRICON Public$3,016,563$1,306 ▲0.0%16,1721.5%MedicalDHRDanaher$2,694,655$229,676 ▼-7.9%13,3281.4%MedicalSTESTERIS$2,477,915$78,880 ▲3.3%11,3091.2%MedicalSPYSPDR S&P 500 ETF Trust$2,195,024$42,235 ▼-1.9%3,6381.1%FinanceNULGNuveen ESG Large-Cap Growth ETF$1,900,880$29,594 ▲1.6%21,6461.0%ETFGOOGLAlphabet$1,361,498$36,539 ▲2.8%7,4150.7%Computer and TechnologyTELADOC HEALTH INC$1,277,836$9,031 ▼-0.7%1,415,0000.6%NOTE 1.250% 6/0SUMMIT HOTEL PPTYS$1,147,391$9,562 ▼-0.8%1,200,0000.6%NOTE 1.500% 2/1IWOiShares Russell 2000 Growth ETF$1,143,105$36,224 ▲3.3%3,9130.6%ETFTMUST-Mobile US$1,117,616$843,190 ▲307.3%4,3780.6%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$1,084,815$48,774 ▼-4.3%13,5230.5%ETFACNAccenture$1,072,393$58,324 ▲5.8%2,7580.5%Computer and TechnologySCHHSchwab U.S. REIT ETF$982,630$40,503 ▲4.3%45,8530.5%ETFPODDInsulet$970,318$3,355 ▲0.3%3,4710.5%MedicalUNHUnitedHealth Group$931,916$621,277 ▼-40.0%1,7670.5%MedicalSCHFSchwab International Equity ETF$902,668$17,150 ▲1.9%45,8440.5%ETFCMCSAComcast$852,433$78,700 ▼-8.5%24,4250.4%Consumer DiscretionaryESGFlexShares STOXX US ESG Select Index Fund$787,294$24,833 ▼-3.1%5,4530.4%ETFKRKroger$769,794$724 ▲0.1%11,6990.4%Retail/WholesaleMCKMcKesson$752,080$752,080 ▲New Holding1,2640.4%MedicalTXNTexas Instruments$742,819$201,769 ▼-21.4%4,1270.4%Computer and TechnologyCDNSCadence Design Systems$742,464$15,290 ▼-2.0%2,5250.4%Computer and TechnologyEZCORP INC$741,867$5,088 ▼-0.7%729,0000.4%NOTE 2.375% 5/0BKBank of New York Mellon$733,240$121,922 ▼-14.3%8,5940.4%FinanceNUSCNuveen ESG Small-Cap ETF$725,218$18,186 ▲2.6%16,9880.4%ETFWTSWatts Water Technologies$719,583$5,527 ▼-0.8%3,2550.4%Computer and TechnologyNVDANVIDIA$706,582$33,310 ▲4.9%5,3880.4%Computer and TechnologyBLACKROCK INC$695,229$695,229 ▲New Holding7140.4%COMNUDMNuShares ESG International Developed Markets Equity ETF$691,063$6,695 ▼-1.0%21,6770.3%ETFWMWaste Management$686,521$6,367 ▲0.9%3,0190.3%Business ServicesAMZNAmazon.com$682,898$46,244 ▲7.3%2,9830.3%Retail/WholesaleIAUiShares Gold Trust$675,615$22,886 ▼-3.3%12,3400.3%FinanceSRESempra$654,152$3,400 ▲0.5%7,8880.3%UtilitiesEFGiShares MSCI EAFE Growth ETF$644,650$32,098 ▲5.2%6,2460.3%ETFAMGNAmgen$629,363$157,857 ▼-20.1%2,1330.3%MedicalAMDAdvanced Micro Devices$624,738$65,356 ▲11.7%5,5920.3%Computer and TechnologyVRTXVertex Pharmaceuticals$604,116$5,438 ▲0.9%1,3330.3%MedicalJNKSPDR Bloomberg High Yield Bond ETF$597,929$13,170 ▼-2.2%6,2200.3%FinanceAMATApplied Materials$580,657$157,193 ▼-21.3%3,2100.3%Computer and TechnologyDECKDeckers Outdoor$551,427$2,156 ▲0.4%3,5800.3%Retail/WholesaleALLAllstate$531,828$5,112 ▲1.0%2,8090.3%FinanceDBXDropbox$512,537$512,537 ▲New Holding16,0670.3%Computer and TechnologyGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$501,596$10,385 ▲2.1%4,1540.3%ETFIJHiShares Core S&P Mid-Cap ETF$496,727$1,520 ▼-0.3%7,8410.3%ETFWMTWalmart$490,497$47,143 ▼-8.8%4,7340.2%Retail/WholesaleLIILennox International$475,410$475,410 ▲New Holding7810.2%ConstructionDESWisdomTree U.S. SmallCap Dividend Fund$438,817$9,733 ▼-2.2%12,8950.2%FinanceCLColgate-Palmolive$438,594$4,423 ▲1.0%5,0570.2%Consumer StaplesNFLXNetflix$417,088$86,294 ▲26.1%4060.2%Consumer DiscretionaryCOSTCostco Wholesale$390,093$9,592 ▲2.5%3660.2%Retail/WholesaleAMPLIFY ETF TR$369,503$2,791 ▲0.8%6,0900.2%AMPLIFY ETHO CLIKOCoca-Cola$360,248$59,434 ▲19.8%5,2430.2%Consumer StaplesVOTVanguard Mid-Cap Growth ETF$359,708$7,391 ▲2.1%1,3140.2%ETFVWOVanguard FTSE Emerging Markets ETF$353,763$14,424 ▲4.3%7,7990.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$349,653$16,728 ▲5.0%2,9890.2%ETFSCHPSchwab U.S. TIPS ETF$346,271$1,253 ▲0.4%13,2620.2%ETFPGProcter & Gamble$297,443$42,565 ▲16.7%1,7540.1%Consumer StaplesGEGE Aerospace$285,949$28,092 ▲10.9%1,3640.1%IndustrialsVZVerizon Communications$284,723$931,784 ▼-76.6%7,0250.1%Computer and TechnologyWFCWells Fargo & Company$282,209$1,981 ▼-0.7%3,5610.1%FinanceCSCOCisco Systems$281,898$18,009 ▲6.8%4,5080.1%Computer and TechnologyVVisa$270,999$33,743 ▲14.2%7710.1%Business ServicesORCLOracle$268,835$14,811 ▲5.8%1,5610.1%Computer and TechnologyLINDE PLC$268,716$268,716 ▲New Holding5860.1%SHSMSMorgan Stanley$267,913$267,913 ▲New Holding1,9540.1%FinanceLLYEli Lilly and Company$266,256$28,808 ▲12.1%3050.1%MedicalAVGOBroadcom$261,876$51,761 ▼-16.5%1,1080.1%Computer and TechnologyGSThe Goldman Sachs Group$258,951$258,951 ▲New Holding3990.1%FinanceMCDMcDonald's$256,725$48,885 ▲23.5%8350.1%Retail/WholesaleTSLATesla$254,402$110,039 ▼-30.2%7560.1%Auto/Tires/TrucksMRKMerck & Co., Inc.$251,955$251,955 ▲New Holding2,9410.1%MedicalABTAbbott Laboratories$251,193$251,193 ▲New Holding1,9250.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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