• 13F History

SGL Investment Advisors, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$198M
Signature - Title
Darla Felix - CFO/CCO
Location
Missoula, MT
Summary
This page shows a list of all the recent 13F filings made by SGL Investment Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SGL Investment Advisors, Inc. reported 114 stock holdings with total value $198M as of Q4 2024. Top holdings included AAPL, MSFT, JPM, MA, and HD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 114 $198M +$18.3M -$9.89M +$8.41M AAPL, MSFT, JPM, MA, HD 13F-HR 2/13/2025, 06:13 PM
Q3 2024 106 $190M $0 $0 AAPL, MSFT, JPM, CMI, HD 13F-HR 11/15/2024, 10:22 AM