Stonegate Investment Group, LLC Purchases in Q2 2025

Stonegate Investment Group, LLC

  • $3.86 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
2.92K
+ 0.66%
$354.56 - $497.45 $1.04M - $1.45M
442K $220M
SJM
J M Smucker CO

Consumer Defensive
534K
New
$94.41 - $118.52 $50.4M - $63.3M
534K $52.4M
PSX
Phillips 66

Energy
370K
+ 71.05%
$92.87 - $125.73 $34.3M - $46.5M
890K $106M
AMZN
Amazon Com Inc

Consumer Cyclical
12.6K
+ 2.08%
$167.32 - $223.3 $2.11M - $2.81M
619K $136M
AVGO
Broadcom Inc.

Technology
10.8K
+ 6.92%
$146.29 - $275.65 $1.58M - $2.98M
167K $46M
GOOGL
Alphabet Inc.

Communication Services
4.77K
+ 0.55%
$144.7 - $178.6 $690K - $852K
869K $153M
META
Meta Platforms, Inc.

Communication Services
3.03K
+ 2.95%
$484.66 - $738.09 $1.47M - $2.24M
106K $78M
CSCO
Cisco Systems, Inc.

Technology
9.92K
+ 0.64%
$53.19 - $69.38 $528K - $688K
1.56M $109M
NVDA
Nvidia Corp

Technology
17.1K
+ 11.16%
$94.31 - $157.99 $1.62M - $2.71M
171K $27M
AXP
American Express CO

Financial Services
30K
+ 1693.16%
$231.39 - $318.98 $6.93M - $9.56M
31.7K $10.1M
IVV
Ishares Core S&P 500 ETF

ETFs
782
+ 0.66%
$498.8 - $620.9 $390K - $486K
120K $74.6M
ETN
Eaton Corp PLC

Industrials
19.6K
+ 367.48%
$246.52 - $356.99 $4.82M - $6.99M
24.9K $8.89M
VRT
Vertiv Holdings CO

Industrials
70.9K
+ 890.41%
N/A
78.8K $6.83M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
746
+ 0.87%
$141.37 - $228.57 $105K - $171K
86.2K $19.5M
KLAC
Kla Corp

Technology
5.42K
New
$576.53 - $902.94 $3.12M - $4.89M
5.42K $4.85M
QQQ
Invesco Qqq Trust, Series 1

ETFs
409
+ 1.08%
$416.06 - $551.64 $170K - $226K
38.2K $21M
CEG
Constellation Energy Corp

Utilities
7.15K
+ 269.85%
$170.96 - $322.76 $1.22M - $2.31M
9.8K $3.16M
PEP
Pepsico Inc

Consumer Defensive
23.3K
+ 85.79%
$128.02 - $151.37 $2.98M - $3.52M
50.4K $6.65M
ISRG
Intuitive Surgical Inc

Healthcare
4.33K
+ 173.2%
$451.58 - $565.94 $1.96M - $2.45M
6.83K $3.71M
MS
Morgan Stanley

Financial Services
236
+ 0.23%
$99.83 - $140.86 $23.6K - $33.2K
101K $14.2M
MMM
3 M CO

Industrials
6.6K
+ 2.47%
$126.09 - $154.15 $832K - $1.02M
273K $41.6M
AR
Antero Resources Corp

Energy
59.5K
+ 704.62%
$31.92 - $43.78 $1.9M - $2.61M
68K $2.74M
WMB
Williams Companies, Inc.

Energy
35.5K
+ 75.24%
$54.33 - $62.87 $1.93M - $2.23M
82.7K $5.2M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
40K
+ 271.68%
$45.98 - $56.15 $1.84M - $2.25M
54.8K $3.08M
VST
Vistra Corp.

Utilities
11.9K
New
$98.07 - $195.04 $1.17M - $2.32M
11.9K $2.31M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
288
+ 0.77%
$456.74 - $568.03 $132K - $164K
37.6K $21.4M
EQT
Eqt Corp

Energy
33.2K
+ 262.53%
$46.11 - $60.44 $1.53M - $2.01M
45.9K $2.68M
V
Visa Inc.

Financial Services
913
+ 0.26%
$308.27 - $373.31 $281K - $341K
350K $124M
KMI
Kinder Morgan, Inc.

Energy
63.6K
+ 224.2%
$25.21 - $29.4 $1.6M - $1.87M
92K $2.7M
RRC
Range Resources Corp

Energy
45K
New
$32.1 - $43.23 $1.44M - $1.95M
45K $1.83M
CNX
Cnx Resources Corp

Energy
54.3K
New
$28.13 - $34.85 $1.53M - $1.89M
54.3K $1.83M
TJX
Tjx Companies Inc

Consumer Cyclical
6.83K
+ 1.34%
$119.13 - $135.03 $813K - $922K
516K $63.7M
PWR
Quanta Services, Inc.

Industrials
4.47K
New
$239.47 - $381.26 $1.07M - $1.7M
4.47K $1.69M
INTU
Intuit Inc

Technology
354
+ 4.98%
$544.07 - $787.63 $193K - $279K
7.47K $5.88M
VV
Vanguard Large Cap ETF

ETFs
1.02K
+ 2.38%
$228.25 - $285.3 $233K - $291K
43.9K $12.5M
NRG
Nrg Energy, Inc.

Utilities
8.17K
New
$83.61 - $162.67 $683K - $1.33M
8.17K $1.31M
CAT
Caterpillar Inc

Industrials
2.01K
+ 25.09%
$273.94 - $388.21 $549K - $778K
10K $3.88M
HUBB
Hubbell Inc

Industrials
3K
New
$315.94 - $408.41 $948K - $1.23M
3K $1.23M
HD
Home Depot, Inc.

Consumer Cyclical
2.73K
+ 1.07%
$335.24 - $380.78 $916K - $1.04M
258K $94.7M
IDXX
Idexx Laboratories Inc

Healthcare
587
+ 9.58%
$361.04 - $536.34 $212K - $315K
6.72K $3.6M
UL
Unilever PLC

Consumer Defensive
15K
+ 104.88%
$57.9 - $65.43 $867K - $980K
29.3K $1.79M
ADBE
Adobe Inc.

Technology
2.32K
+ 23.01%
$340.0 - $420.68 $790K - $977K
12.4K $4.8M
KMB
Kimberly Clark Corp

Consumer Defensive
7.11K
+ 267.09%
$126.84 - $145.22 $902K - $1.03M
9.77K $1.26M
SO
Southern CO

Utilities
10.6K
+ 1.2%
$84.91 - $92.56 $898K - $979K
891K $81.8M
RF
Regions Financial Corp

Financial Services
3.69K
+ 0.9%
$18.34 - $23.52 $67.7K - $86.8K
415K $9.76M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
63.5K
+ 532.85%
$10.49 - $12.99 $666K - $825K
75.4K $959K
IBM
International Business Machines Corp

Technology
498
+ 3.52%
$221.03 - $294.78 $110K - $147K
14.6K $4.31M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
16K
New
$28.15 - $47.93 $450K - $767K
16K $766K
VUG
Vanguard Growth ETF

ETFs
278
+ 2.93%
$329.49 - $438.4 $91.6K - $122K
9.77K $4.28M
Activity Summary
Buys All Purchases 242 New Holdings 57 Increased Positions 185 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 7 Puts 0
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