Sgl Investment Advisors, Inc. Reduced Holdings in Q4 2024

Sgl Investment Advisors, Inc.

  • $198 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMI
Cummins Inc

Industrials
-4.2K
- 22.41%
$324.93 - $383.42 $1.36M - $1.61M
14.5K $5.3B
VZ
Verizon Communications Inc

Communication Services
-23K
- 76.6%
$39.6 - $45.21 $910K - $1.04M
7.03K $285M
UNH
Unitedhealth Group Inc

Healthcare
-1.18K
- 40.0%
$485.52 - $625.25 $572K - $737K
1.77K $932M
DHR
Danaher Corp

Healthcare
-1.14K
- 7.85%
$226.16 - $274.52 $257K - $312K
13.3K $2.69B
CAG
Conagra Brands Inc.

Consumer Defensive
-4.22K
- 2.53%
$26.48 - $32.72 $112K - $138K
163K $4.04B
INTU
Intuit Inc

Technology
-681
- 65.8%
$602.01 - $706.25 $410K - $481K
354 $204M
NXST
Nexstar Media Group, Inc.

Communication Services
-31
- 0.14%
$157.01 - $188.5 $4.87K - $5.84K
22.6K $3.38B
TXN
Texas Instruments Inc

Technology
-1.12K
- 21.36%
N/A
4.13K $743M
CMCSA
Comcast Corp

Communication Services
-2.26K
- 8.45%
$37.39 - $45.14 $84.3K - $102K
24.4K $852M
AMAT
Applied Materials Inc

Technology
-869
- 21.3%
$161.44 - $213.89 $140K - $186K
3.21K $581M
TSLA
Tesla, Inc.

Consumer Cyclical
-327
- 30.19%
$213.65 - $479.86 $69.9K - $157K
756 $254M
VCIT
Vanguard Intermediate Term Cor

ETFs
-608
- 4.3%
$80.13 - $83.77 $48.7K - $50.9K
13.5K $1.08B
BK
Bank Of New York Mellon Corp

Financial Services
-1.43K
- 14.26%
$70.82 - $81.87 $101K - $117K
8.59K $733M
CDNS
Cadence Design Systems Inc

Technology
-52
- 2.02%
$249.1 - $324.54 $13K - $16.9K
2.53K $742M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-286
- 2.17%
$33.7 - $37.69 $9.64K - $10.8K
12.9K $439M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-137
- 2.16%
$94.77 - $97.36 $13K - $13.3K
6.22K $598M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-24
- 0.31%
$61.68 - $67.87 $1.48K - $1.63K
7.84K $497M
SPY
Spdr S&P 500 ETF Trust

ETFs
-70
- 1.89%
$567.81 - $607.81 $39.7K - $42.5K
3.64K $2.2B
NUDM
Nuveen Esg International Devel

ETFs
-210
- 0.96%
$30.06 - $33.38 $6.31K - $7.01K
21.7K $691M
ESG
Flexshares Stoxx Us Esg Select
-172
- 3.06%
N/A
5.45K $787M
Summit Hotel Pptys
-10K
- 0.83%
N/A
1.2M $1.15B
Ezcorp Inc
-5K
- 0.68%
N/A
729K $742M
WFC
Wells Fargo & Company

Financial Services
-25
- 0.7%
$54.98 - $77.35 $1.37K - $1.93K
3.56K $282M
WTS
Watts Water Technologies Inc

Industrials
-25
- 0.76%
$190.59 - $221.46 $4.76K - $5.54K
3.26K $720M
AVGO
Broadcom Inc.

Technology
-219
- 16.5%
$159.67 - $250.0 $35K - $54.8K
1.11K $262M
WMT
Walmart Inc.

Consumer Defensive
-455
- 8.77%
$79.1 - $95.7 $36K - $43.5K
4.73K $490M
Teladoc Health Inc
-10K
- 0.7%
N/A
1.42M $1.28B
IAU
Ishares Gold Trust

ETFs
-418
- 3.28%
$48.37 - $52.65 $20.2K - $22K
12.3K $676M
IVW
Ishares S&P 500 Growth ETF

ETFs
-670
- 1.68%
$94.43 - $105.47 $63.3K - $70.7K
39.1K $4.11B
Activity Summary
Buys All Purchases 84 New Holdings 17 Increased Positions 67 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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