Sgl Investment Advisors, Inc. Top Holdings and 13F Report (2025) About Sgl Investment Advisors, Inc.Investment ActivitySgl Investment Advisors, Inc. has $193.61 million in total holdings as of March 31, 2025.Sgl Investment Advisors, Inc. owns shares of 116 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 10.34% of the portfolio was purchased this quarter.About 8.95% of the portfolio was sold this quarter.This quarter, Sgl Investment Advisors, Inc. has purchased 114 new stocks and bought additional shares in 71 stocks.Sgl Investment Advisors, Inc. sold shares of 35 stocks and completely divested from 6 stocks this quarter.Largest Holdings Microsoft $9,316,237Apple $8,291,406Mastercard $6,873,494International Business Machines $6,206,861Berkshire Hathaway $5,955,240 Largest New Holdings this Quarter 761152107 - ResMed $3,046,161 Holding92840M102 - Vistra $640,436 Holding46435G243 - iShares ESG Aware 1-5 Year USD Corporate Bond ETF $283,851 Holding81762P102 - ServiceNow $261,163 Holding808524409 - Schwab U.S. Large-Cap Value ETF $235,197 Holding Largest Purchases this Quarter NVIDIA 27,840 shares (about $3.27M)ResMed 12,531 shares (about $3.05M)Walmart 25,520 shares (about $2.49M)iShares Gold Trust 36,713 shares (about $2.29M)iShares S&P 500 Growth ETF 10,706 shares (about $1.04M) Largest Sales this Quarter JPMorgan Chase & Co. 7,479 shares (about $1.90M)O'Reilly Automotive 1,132 shares (about $1.54M)SS&C Technologies 13,461 shares (about $1.05M)Palo Alto Networks 2,925 shares (about $551.45K)Advanced Micro Devices 2,805 shares (about $285.27K) 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 PortfolioSectorMSFTMicrosoft$9,316,237$49,074 ▲0.5%21,2624.8%Computer and TechnologyAAPLApple$8,291,406$228,891 ▲2.8%41,9844.3%Computer and TechnologyMAMastercard$6,873,494$39,698 ▼-0.6%12,1203.6%Business ServicesIBMInternational Business Machines$6,206,861$8,641 ▼-0.1%24,4233.2%Computer and TechnologyBRK.BBerkshire Hathaway$5,955,240$91,359 ▲1.6%11,6033.1%FinanceHDHome Depot$5,873,702$68,956 ▲1.2%16,0993.0%Retail/WholesaleJPMJPMorgan Chase & Co.$5,321,603$1,895,702 ▼-26.3%20,9952.7%FinanceTRVTravelers Companies$5,250,658$135,681 ▼-2.5%19,3882.7%FinanceJNJJohnson & Johnson$5,033,504$133,243 ▲2.7%32,3372.6%MedicalIVWiShares S&P 500 Growth ETF$4,844,909$1,040,409 ▲27.3%49,8552.5%ETFPANWPalo Alto Networks$4,817,884$551,450 ▼-10.3%25,5552.5%Computer and TechnologyDGXQuest Diagnostics$4,699,169$133,860 ▼-2.8%26,7152.4%MedicalCVXChevron$4,678,442$57,283 ▲1.2%34,1392.4%EnergyCMICummins$4,426,399$30,335 ▼-0.7%14,4462.3%Auto/Tires/TrucksGOOGAlphabet$4,282,035$65,259 ▲1.5%27,4932.2%Computer and TechnologyPSAPublic Storage$4,260,919$104,944 ▼-2.4%14,1702.2%FinanceADBEAdobe$4,142,868$111,741 ▲2.8%10,7892.1%Computer and TechnologyORLYO'Reilly Automotive$4,068,209$1,539,690 ▼-27.5%2,9912.1%Retail/WholesaleMETAMeta Platforms$4,037,764$34,087 ▲0.9%6,7522.1%Computer and TechnologyNVDANVIDIA$3,899,970$3,267,580 ▲516.7%33,2282.0%Computer and TechnologyCAGConagra Brands$3,831,950$47,903 ▲1.3%165,0282.0%Consumer StaplesNXSTNexstar Media Group$3,805,420$94,643 ▲2.6%23,1602.0%Consumer DiscretionarySSNCSS&C Technologies$3,533,862$1,046,054 ▼-22.8%45,4751.8%Computer and TechnologyULUnilever$3,393,025$95,935 ▼-2.7%54,2191.8%Consumer StaplesIPGInterpublic Group of Companies$3,373,250$27,537 ▼-0.8%133,6471.7%Business ServicesTSCOTractor Supply$3,350,167$3,342 ▲0.1%65,1531.7%Retail/WholesaleLHXL3Harris Technologies$3,326,735$87,793 ▼-2.6%15,2331.7%AerospaceSCHWCharles Schwab$3,307,726$44,294 ▲1.4%39,2051.7%FinanceIAUiShares Gold Trust$3,057,964$2,288,688 ▲297.5%49,0531.6%FinanceRMDResMed$3,046,161$3,046,161 ▲New Holding12,5311.6%MedicalWMTWalmart$2,947,679$2,486,440 ▲539.1%30,2541.5%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$2,571,023$515,335 ▲25.1%4,5501.3%FinanceSTESTERIS$2,534,375$19,876 ▼-0.8%11,2211.3%MedicalNULGNuveen ESG Large-Cap Growth ETF$1,898,759$88,721 ▲4.9%22,7071.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,357,894$264,154 ▲24.2%16,7890.7%ETFIWOiShares Russell 2000 Growth ETF$1,343,270$316,264 ▲30.8%5,1180.7%ETFTELADOC HEALTH INC$1,290,0440.0%1,415,0000.7%NOTE 1.250% 6/0GOOGLAlphabet$1,187,378$43,354 ▲3.8%7,6960.6%Computer and TechnologySUMMIT HOTEL PPTYS$1,143,794$4,786 ▼-0.4%1,195,0000.6%NOTE 1.500% 2/1SCHHSchwab U.S. REIT ETF$1,142,105$176,441 ▲18.3%54,2310.6%ETFSCHFSchwab International Equity ETF$1,091,824$140,561 ▲14.8%52,6180.6%ETFAMZNAmazon.com$986,139$413,164 ▲72.1%5,1340.5%Retail/WholesaleTMUST-Mobile US$962,241$121,270 ▼-11.2%3,8880.5%Computer and TechnologyACNAccenture$919,536$67,645 ▲7.9%2,9770.5%Computer and TechnologyMCKMcKesson$879,379$6,903 ▲0.8%1,2740.5%MedicalCMCSAComcast$815,907$19,916 ▼-2.4%23,8430.4%Consumer DiscretionaryESGFlexShares STOXX US ESG Select Index Fund$772,604$34,645 ▲4.7%5,7090.4%ETFCDNSCadence Design Systems$770,208$7,391 ▼-1.0%2,5010.4%Computer and TechnologyWTSWatts Water Technologies$764,220$705 ▼-0.1%3,2520.4%Computer and TechnologyKRKroger$761,904$78,201 ▼-9.3%10,6100.4%Retail/WholesaleEFGiShares MSCI EAFE Growth ETF$754,761$95,058 ▲14.4%7,1460.4%ETFJNKSPDR Bloomberg High Yield Bond ETF$745,085$157,109 ▲26.7%7,8820.4%FinanceUNHUnitedHealth Group$732,545$51,278 ▲7.5%1,9000.4%MedicalBKBank of New York Mellon$727,434$7,353 ▼-1.0%8,5080.4%FinancePODDInsulet$723,712$168,335 ▼-18.9%2,8160.4%MedicalNUSCNuveen ESG Small-Cap ETF$714,554$53,721 ▲8.1%18,3690.4%ETFNUDMNuveen ESG International Developed Markets Equity ETF$699,740$22,971 ▼-3.2%20,9880.4%ETFWMWaste Management$693,795$10,025 ▼-1.4%2,9760.4%Business ServicesAMATApplied Materials$678,444$177,684 ▲35.5%4,3490.4%Computer and TechnologyTXNTexas Instruments$667,695$15,901 ▼-2.3%4,0310.3%Computer and TechnologyBLACKROCK INC$658,406$4,643 ▼-0.7%7090.3%COMVSTVistra$640,436$640,436 ▲New Holding4,5450.3%UtilitiesDECKDeckers Outdoor$617,925$168,205 ▲37.4%4,9190.3%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$572,422$110,038 ▲23.8%9,7070.3%ETFALLAllstate$568,754$405 ▼-0.1%2,8070.3%FinanceVRTXVertex Pharmaceuticals$568,361$4,296 ▼-0.8%1,3230.3%MedicalAMGNAmgen$563,416$16,867 ▼-2.9%2,0710.3%MedicalNFLXNetflix$563,060$98,421 ▲21.2%4920.3%Consumer DiscretionaryGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$527,002$15,395 ▲3.0%4,2790.3%ETFDESWisdomTree U.S. SmallCap Dividend Fund$498,220$99,378 ▲24.9%16,1080.3%FinanceDBXDropbox$468,152$8,877 ▼-1.9%15,7680.2%Computer and TechnologyLIILennox International$449,576$576 ▼-0.1%7800.2%ConstructionCLColgate-Palmolive$447,519$11,808 ▼-2.6%4,9270.2%Consumer StaplesSCHPSchwab U.S. TIPS ETF$437,959$87,179 ▲24.9%16,5580.2%ETFKOCoca-Cola$436,177$63,053 ▲16.9%6,1290.2%Consumer StaplesVSSVanguard FTSE All-World ex-US Small-Cap ETF$434,046$68,282 ▲18.7%3,5470.2%ETFVWOVanguard FTSE Emerging Markets ETF$430,776$72,646 ▲20.3%9,3810.2%ETFVOTVanguard Mid-Cap Growth ETF$409,262$72,313 ▲21.5%1,5960.2%ETFISRGIntuitive Surgical$383,170$162,524 ▲73.7%7120.2%MedicalCOSTCostco Wholesale$373,109$4,034 ▲1.1%3700.2%Retail/WholesaleAMPLIFY ETF TR$362,150$25,433 ▲7.6%6,5500.2%AMPLIFY ETHO CLILINDE PLC$343,095$77,502 ▲29.2%7570.2%SHSABTAbbott Laboratories$335,804$77,854 ▲30.2%2,5060.2%MedicalPMPhilip Morris International$333,164$92,364 ▲38.4%1,9370.2%Consumer StaplesMCDMcDonald's$328,469$66,759 ▲25.5%1,0480.2%Retail/WholesaleABBVAbbVie$315,672$81,655 ▲34.9%1,7010.2%MedicalPGProcter & Gamble$314,762$36,490 ▲13.1%1,9840.2%Consumer StaplesMSMorgan Stanley$310,185$72,031 ▲30.2%2,5450.2%FinanceAVGOBroadcom$304,591$74,382 ▲32.3%1,4660.2%Computer and TechnologyGEGE Aerospace$303,074$10,510 ▲3.6%1,4130.2%IndustrialsWFCWells Fargo & Company$302,257$41,200 ▲15.8%4,1230.2%FinanceGSThe Goldman Sachs Group$301,518$75,804 ▲33.6%5330.2%FinanceVZVerizon Communications$299,906$6,454 ▼-2.1%6,8770.2%Computer and TechnologyLLYEli Lilly and Company$299,829$70,636 ▲30.8%3990.2%MedicalBACBank of America$299,021$74,131 ▲33.0%7,1880.2%FinanceMRKMerck & Co., Inc.$293,439$65,071 ▲28.5%3,7790.2%MedicalTSLATesla$292,795$77,471 ▲36.0%1,0280.2%Auto/Tires/TrucksVNQIVanguard Global ex-U.S. Real Estate ETF$291,362$43,206 ▲17.4%6,7570.2%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$283,851$283,851 ▲New Holding11,4180.1%ManufacturingAMDAdvanced Micro Devices$283,438$285,269 ▼-50.2%2,7870.1%Computer and TechnologyShowing 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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