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SGL Investment Advisors, Inc. Historic Quarter Change: USA Stocks, Added, 2025 Q1

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SGL Investment Advisors, Inc. historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 7 quarters from 2024-09-30 to 2026-06-30, SGL Investment Advisors, Inc. opened 66 positions, added to 360, reduced 212 and sold out of 42.

  • Q1 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 5,388.
  • Q1 2025: Stock WMT; Country of operation United States; Class COM; Shares before 4,734.
  • Q1 2025: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 12,340.
  • Q1 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 40,825.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2043186), 7 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-09-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2025NVDA
NVIDIA CORPORATION		United StatesCOM5,38833,228+27,840$706,582$3,899,970+$3,193,3882025-05-09
Q1 2025WMT
WALMART INC		United StatesCOM4,73430,254+25,520$490,497$2,947,679+$2,457,1822025-05-09
Q1 2025IAU
ISHARES GOLD TR		United StatesISHARES NEW12,34049,053+36,713$675,615$3,057,964+$2,382,3492025-05-09
Q1 2025AAPL
APPLE INC		United StatesCOM40,82541,984+1,159$9,670,159$8,291,406-$1,378,7532025-05-09
Q1 2025META
META PLATFORMS INC		United StatesCL A6,6956,752+57$4,856,419$4,037,764-$818,6552025-05-09
Q1 2025GOOG
ALPHABET INC		United StatesCAP STK CL C27,07427,493+419$5,020,332$4,282,035-$738,2972025-05-09
Q1 2025ADBE
ADOBE INC		United StatesCOM10,49810,789+291$4,858,054$4,142,868-$715,1862025-05-09
Q1 2025MSFT
MICROSOFT CORP		United StatesCOM21,15021,262+112$8,651,328$9,316,237+$664,9092025-05-09
Q1 2025HD
HOME DEPOT INC		United StatesCOM15,91016,099+189$6,477,566$5,873,702-$603,8642025-05-09
Q1 2025BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW11,42511,603+178$5,389,515$5,955,240+$565,7252025-05-09
Q1 2025CVX
CHEVRON CORP NEW		United StatesCOM33,72134,139+418$5,223,430$4,678,442-$544,9882025-05-09
Q1 2025NXST
NEXSTAR MEDIA GROUP INC		United StatesCOMMON STOCK22,58423,160+576$3,381,954$3,805,420+$423,4662025-05-09
Q1 2025AMZN
AMAZON COM INC		United StatesCOM2,9835,134+2,151$682,898$986,139+$303,2412025-05-09
Q1 2025TSCO
TRACTOR SUPPLY CO		United StatesCOM65,08865,153+65$3,636,467$3,350,167-$286,3002025-05-09
Q1 2025CAG
CONAGRA BRANDS INC		United StatesCOM162,965165,028+2,063$4,035,013$3,831,950-$203,0632025-05-09
Q1 2025UNH
UNITEDHEALTH GROUP INC		United StatesCOM1,7671,900+133$931,916$732,545-$199,3712025-05-09
Q1 2025GOOGL
ALPHABET INC		United StatesCAP STK CL A7,4157,696+281$1,361,498$1,187,378-$174,1202025-05-09
Q1 2025ACN
ACCENTURE PLC IRELAND		SHS CLASS A2,7582,977+219$1,072,393$919,536-$152,8572025-05-09
Q1 2025NFLX
NETFLIX INC		United StatesCOM406492+86$417,088$563,060+$145,9722025-05-09
Q1 2025JNJ
JOHNSON & JOHNSON		United StatesCOM31,48132,337+856$4,887,747$5,033,504+$145,7572025-05-09
Q1 2025ISRG
INTUITIVE SURGICAL INC		United StatesCOM NEW410712+302$241,740$383,170+$141,4302025-05-09
Q1 2025MCK
MCKESSON CORP		United StatesCOM1,2641,274+10$752,080$879,379+$127,2992025-05-09
Q1 2025SCHW
SCHWAB CHARLES CORP		United StatesCOM38,68039,205+525$3,182,590$3,307,726+$125,1362025-05-09
Q1 2025PM
PHILIP MORRIS INTL INC		United StatesCOM1,4001,937+537$209,846$333,164+$123,3182025-05-09
Q1 2025AMAT
APPLIED MATLS INC		United StatesCOM3,2104,349+1,139$580,657$678,444+$97,7872025-05-09
Q1 2025ABT
ABBOTT LABS		United StatesCOM1,9252,506+581$251,193$335,804+$84,6112025-05-09
Q1 2025KO
COCA COLA CO		United StatesCOM5,2436,129+886$360,248$436,177+$75,9292025-05-09
Q1 2025LIN
LINDE PLC		United KingdomSHS586757+171$268,716$343,095+$74,3792025-05-09
Q1 2025ABBV
ABBVIE INC		United StatesCOM1,2611,701+440$243,373$315,672+$72,2992025-05-09
Q1 2025MCD
MCDONALDS CORP		United StatesCOM8351,048+213$256,725$328,469+$71,7442025-05-09
Q1 2025DECK
DECKERS OUTDOOR CORP		United StatesCOM3,5804,919+1,339$551,427$617,925+$66,4982025-05-09
Q1 2025BAC
BANK AMERICA CORP		United StatesCOM5,4067,188+1,782$249,811$299,021+$49,2102025-05-09
Q1 2025AVGO
BROADCOM INC		United StatesCOM1,1081,466+358$261,876$304,591+$42,7152025-05-09
Q1 2025GS
GOLDMAN SACHS GROUP INC		United StatesCOM399533+134$258,951$301,518+$42,5672025-05-09
Q1 2025MS
MORGAN STANLEY		United StatesCOM NEW1,9542,545+591$267,913$310,185+$42,2722025-05-09
Q1 2025MRK
MERCK & CO INC		United StatesCOM2,9413,779+838$251,955$293,439+$41,4842025-05-09
Q1 2025TSLA
TESLA INC		United StatesCOM7561,028+272$254,402$292,795+$38,3932025-05-09
Q1 2025LLY
ELI LILLY & CO		United StatesCOM305399+94$266,256$299,829+$33,5732025-05-09
Q1 2025BX
BLACKSTONE INC		United StatesCOM1,4471,901+454$232,808$265,779+$32,9712025-05-09
Q1 2025PEP
PEPSICO INC		United StatesCOM1,6052,002+397$231,073$263,156+$32,0832025-05-09
Q1 2025CRM
SALESFORCE INC		United StatesCOM738753+15$240,677$210,644-$30,0332025-05-09
Q1 2025ORCL
ORACLE CORP		United StatesCOM1,5611,647+86$268,835$247,544-$21,2912025-05-09
Q1 2025WFC
WELLS FARGO CO NEW		United StatesCOM3,5614,123+562$282,209$302,257+$20,0482025-05-09
Q1 2025PG
PROCTER AND GAMBLE CO		United StatesCOM1,7541,984+230$297,443$314,762+$17,3192025-05-09
Q1 2025GE
GE AEROSPACE		United StatesCOM NEW1,3641,413+49$285,949$303,074+$17,1252025-05-09
Q1 2025COST
COSTCO WHSL CORP NEW		United StatesCOM366370+4$390,093$373,109-$16,9842025-05-09
Q1 2025AXP
AMERICAN EXPRESS CO		United StatesCOM813819+6$249,103$232,318-$16,7852025-05-09
Q1 2025CSCO
CISCO SYS INC		United StatesCOM4,5084,577+69$281,898$273,286-$8,6122025-05-09
Q1 2025V
VISA INC		United StatesCOM CL A771793+22$270,999$278,557+$7,5582025-05-09
Q1 2025DIS
DISNEY WALT CO		United StatesCOM2,0842,116+32$227,635$222,434-$5,2012025-05-09
Q1 2025XOMXXXX
EXXON MOBIL CORP		COM2,1102,150+40$226,506$228,014+$1,5082025-05-09

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