Sgl Investment Advisors, Inc. Portfolio Holdings

Sgl Investment Advisors, Inc.

  • $198 Billion
  • Q4 2024

Sgl Investment Advisors, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $198 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.67B, Microsoft Corp with a value of $8.65B, Jpmorgan Chase & CO with a value of $7.84B, Mastercard Inc with a value of $6.88B, and Home Depot, Inc. with a value of $6.48B.

Examining the 13F form we can see an increase of $3.52B in the current position value, from $195B to 198B.

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 $198 Billion
Technology: $46.5 Billion
Financial Services: $31.2 Billion
Healthcare: $23 Billion
Communication Services: $21.1 Billion
ETFs: $18.7 Billion
Consumer Cyclical: $17.3 Billion
Industrials: $14.3 Billion
Consumer Defensive: $10.5 Billion
Other: $10.5 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $198 Billion
  • Prior Value $195 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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