Stonegate Investment Group, LLC Purchases in Q3 2025

Stonegate Investment Group, LLC

  • $4.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DELL
Dell Technologies Inc.

Technology
410K
+ 24493.79%
$120.96 - $141.77 $49.6M - $58.2M
412K $58.4M
INTU
Intuit Inc

Technology
67.9K
+ 909.46%
$646.03 - $807.39 $43.9M - $54.8M
75.4K $51.5M
TJX
Tjx Companies Inc

Consumer Cyclical
50.8K
+ 9.84%
$121.35 - $144.54 $6.16M - $7.34M
567K $81.9M
AMD
Advanced Micro Devices Inc

Technology
2.56K
+ 0.51%
$134.8 - $184.42 $345K - $472K
506K $81.9M
ETN
Eaton Corp PLC

Industrials
17.4K
+ 70.07%
$342.99 - $392.76 $5.98M - $6.85M
42.3K $15.8M
ORCL
Oracle Corp

Technology
3.07K
+ 3.18%
$218.96 - $328.33 $671K - $1.01M
99.4K $28M
CAT
Caterpillar Inc

Industrials
12.5K
+ 125.17%
$390.92 - $477.15 $4.89M - $5.97M
22.5K $10.7M
GS
Goldman Sachs Group Inc

Financial Services
7.91K
+ 207.61%
$696.56 - $806.32 $5.51M - $6.38M
11.7K $9.33M
KKR
Kkr & Co. Inc.

Financial Services
47.9K
New
$129.95 - $152.16 $6.22M - $7.28M
47.9K $6.22M
UL
Unilever PLC

Consumer Defensive
103K
+ 352.46%
$58.43 - $65.01 $6.03M - $6.7M
132K $7.85M
AXP
American Express CO

Financial Services
13.2K
+ 41.64%
$294.27 - $342.31 $3.89M - $4.52M
45K $14.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
605
+ 0.7%
$224.68 - $282.71 $136K - $171K
86.8K $24.2M
KLAC
Kla Corp

Technology
2.29K
+ 42.35%
$843.9 - $1078.6 $1.94M - $2.47M
7.71K $8.32M
TT
Trane Technologies PLC

Industrials
8.11K
+ 52.32%
$398.96 - $472.54 $3.23M - $3.83M
23.6K $9.96M
SO
Southern CO

Utilities
2.13K
+ 0.24%
$90.83 - $96.0 $193K - $204K
893K $84.6M
PANW
Palo Alto Networks Inc

Technology
12.7K
+ 3.12%
$167.06 - $208.19 $2.12M - $2.64M
420K $85.4M
GOOG
Alphabet Inc.

Communication Services
2.91K
+ 15.5%
$175.16 - $255.24 $510K - $743K
21.7K $5.28M
MS
Morgan Stanley

Financial Services
765
+ 0.76%
$139.09 - $161.16 $106K - $123K
102K $16.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
104
+ 0.27%
$546.99 - $602.2 $56.9K - $62.6K
38.3K $23M
ABBV
Abb Vie Inc.

Healthcare
222
+ 0.55%
$184.85 - $231.54 $41K - $51.4K
40.3K $9.32M
VV
Vanguard Large Cap ETF

ETFs
2.24K
+ 5.11%
$285.05 - $309.14 $640K - $694K
46.2K $14.2M
RF
Regions Financial Corp

Financial Services
873
+ 0.21%
$24.03 - $27.41 $21K - $23.9K
416K $11M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
6.58K
New
$105.16 - $140.03 $691K - $921K
6.58K $891K
VUG
Vanguard Growth ETF

ETFs
994
+ 10.18%
$433.97 - $484.08 $431K - $481K
10.8K $5.16M
GL
Globe Life Inc.

Financial Services
1.76K
+ 5.67%
$117.6 - $146.55 $207K - $257K
32.7K $4.68M
NEE
Nextera Energy Inc

Utilities
374
+ 0.32%
$69.77 - $77.54 $26.1K - $29K
119K $8.97M
MCD
Mcdonalds Corp

Consumer Cyclical
650
+ 1.64%
$291.67 - $316.99 $190K - $206K
40.3K $12.2M
VTV
Vanguard Value ETF

ETFs
2.37K
+ 11.01%
$175.51 - $186.57 $416K - $442K
23.9K $4.45M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.81K
+ 9.87%
$97.75 - $100.75 $568K - $586K
64.7K $6.48M
TSLA
Tesla, Inc.

Consumer Cyclical
226
+ 7.38%
$293.94 - $444.72 $66.4K - $101K
3.29K $1.46M
BHP
Bhp Group LTD

Basic Materials
1.09K
+ 2.23%
$48.67 - $56.22 $52.9K - $61.1K
49.9K $2.78M
UNP
Union Pacific Corp

Industrials
612
+ 1.49%
$214.91 - $237.16 $132K - $145K
41.8K $9.87M
MO
Altria Group, Inc.

Consumer Defensive
482
+ 0.97%
$57.75 - $67.68 $27.8K - $32.6K
49.9K $3.3M
LOW
Lowes Companies Inc

Consumer Cyclical
235
+ 2.08%
$215.01 - $273.02 $50.5K - $64.2K
11.5K $2.9M
VO
Vanguard Mid Cap ETF

ETFs
703
+ 5.59%
$279.83 - $293.74 $197K - $206K
13.3K $3.9M
VZ
Verizon Communications Inc

Communication Services
5.84K
+ 3.87%
$40.84 - $45.06 $238K - $263K
157K $6.89M
HPE
Hewlett Packard Enterprise CO

Technology
13.9K
New
$19.81 - $25.24 $276K - $351K
13.9K $341K
LEU
Centrus Energy Corp

Energy
1.04K
New
$166.58 - $315.62 $173K - $328K
1.04K $322K
WCC
Wesco International Inc

Industrials
1.51K
New
$189.22 - $227.19 $286K - $343K
1.51K $319K
BDX
Becton Dickinson & CO

Healthcare
1.01K
+ 12.84%
$172.41 - $199.66 $174K - $201K
8.85K $1.66M
VTI
Vanguard Total Stock Market Et

ETFs
20
+ 0.17%
$303.93 - $329.86 $6.08K - $6.6K
12.1K $3.96M
EIX
Edison International

Utilities
5.18K
New
$50.42 - $56.35 $261K - $292K
5.18K $286K
ASML
Asml Holding Nv

Technology
33
+ 2.27%
$689.63 - $968.09 $22.8K - $31.9K
1.49K $1.44M
MGK
Vanguard Mega Cap Growth ETF

ETFs
527
+ 35.06%
$362.31 - $405.74 $191K - $214K
2.03K $816K
IWS
Ishares Russell Midcap Value E

ETFs
1.22K
+ 9.64%
$132.83 - $140.61 $162K - $172K
13.9K $1.94M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
4
+ 0.01%
$14.73 - $19.31 $58.9 - $77.2
67.9K $1.31M
EOSE
Eos Energy Enterprises, Inc.

Industrials
15.9K
+ 105.67%
$4.63 - $11.17 $73.4K - $177K
30.9K $340K
TECK
Teck Resources LTD

Basic Materials
5.58K
+ 101.27%
$31.27 - $44.1 $174K - $246K
11.1K $486K
WDC
Western Digital Corp

Technology
2.19K
New
$63.84 - $120.06 $140K - $263K
2.19K $263K
Activity Summary
Buys All Purchases 183 New Holdings 24 Increased Positions 159 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 4 Puts 0
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