Stonegate Investment Group, LLC Purchases in Q1 2025

Stonegate Investment Group, LLC

  • $3.63 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
57.1K
+ 125.48%
$576.36 - $736.67 $32.9M - $42.1M
103K $59.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.38K
+ 2.55%
$442.66 - $534.52 $3.27M - $3.94M
297K $158M
CVX
Chevron Corp

Energy
9.8K
+ 1.26%
$146.71 - $167.97 $1.44M - $1.65M
790K $132M
UPS
United Parcel Service Inc

Industrials
198K
+ 45.19%
$109.66 - $136.26 $21.7M - $27M
636K $70M
V
Visa Inc.

Financial Services
5.02K
+ 1.46%
$306.92 - $362.71 $1.54M - $1.82M
349K $122M
XOM
Exxon Mobil Corp

Energy
9.38K
+ 0.92%
$105.44 - $118.93 $989K - $1.12M
1.03M $123M
JNJ
Johnson & Johnson

Healthcare
2.45K
+ 0.46%
$142.06 - $167.7 $348K - $411K
537K $89.1M
TJX
Tjx Companies Inc

Consumer Cyclical
51.4K
+ 11.22%
$112.81 - $126.16 $5.79M - $6.48M
509K $62M
PSX
Phillips 66

Energy
9.02K
+ 1.76%
$113.93 - $131.55 $1.03M - $1.19M
520K $64.2M
DE
Deere & CO

Industrials
361
+ 0.31%
$408.57 - $509.27 $147K - $184K
116K $54.3M
RF
Regions Financial Corp

Financial Services
242K
+ 142.25%
$20.84 - $24.77 $5.03M - $5.98M
411K $8.94M
CSCO
Cisco Systems, Inc.

Technology
14.9K
+ 0.97%
$58.74 - $64.87 $873K - $964K
1.55M $95.9M
CLF
Cleveland Cliffs Inc.

Basic Materials
839K
+ 41.49%
$8.22 - $12.02 $6.89M - $10.1M
2.86M $23.5M
PLD
Prologis, Inc.

Real Estate
5.49K
+ 0.96%
$103.59 - $124.04 $568K - $680K
576K $64.4M
LLY
Eli Lilly & CO

Healthcare
456
+ 0.81%
$725.72 - $929.72 $331K - $424K
56.7K $46.9M
RY
Royal Bank Of Canada

Financial Services
26.6K
New
$108.81 - $123.4 $2.89M - $3.28M
26.6K $3M
IDXX
Idexx Laboratories Inc

Healthcare
6.13K
New
$406.29 - $469.04 $2.49M - $2.87M
6.13K $2.57M
MA
Mastercard Inc

Financial Services
3.86K
+ 24.1%
$504.67 - $576.31 $1.95M - $2.23M
19.9K $10.9M
PG
Procter & Gamble CO

Consumer Defensive
4.24K
+ 1.2%
$158.56 - $176.26 $672K - $747K
356K $60.7M
INTC
Intel Corp

Technology
59.1K
+ 136.59%
$19.1 - $27.39 $1.13M - $1.62M
102K $2.33M
DHR
Danaher Corp

Healthcare
34K
+ 15.08%
$201.62 - $250.59 $6.85M - $8.51M
259K $53.1M
PM
Philip Morris International Inc.

Consumer Defensive
5.69K
+ 41.91%
$117.15 - $158.79 $666K - $903K
19.3K $3.06M
MAA
Mid America Apartment Communities Inc.

Real Estate
1.27K
+ 1.37%
$146.9 - $170.92 $186K - $217K
93.6K $15.7M
VZ
Verizon Communications Inc

Communication Services
15.4K
+ 11.97%
$37.81 - $46.49 $583K - $717K
144K $6.54M
ABBV
Abb Vie Inc.

Healthcare
588
+ 1.56%
$169.2 - $216.66 $99.5K - $127K
38.2K $8.01M
UNP
Union Pacific Corp

Industrials
3.03K
+ 7.05%
$225.21 - $254.42 $681K - $770K
46K $10.9M
MCD
Mcdonalds Corp

Consumer Cyclical
320
+ 0.83%
$279.74 - $321.29 $89.5K - $103K
39.1K $12.2M
CVS
Cvs Health Corp

Healthcare
9.4K
+ 103.33%
$44.22 - $68.64 $416K - $645K
18.5K $1.25M
VO
Vanguard Mid Cap ETF

ETFs
3.16K
+ 32.38%
$251.87 - $277.95 $795K - $877K
12.9K $3.34M
NOC
Northrop Grumman Corp

Industrials
566
+ 6.11%
$433.45 - $513.82 $245K - $291K
9.83K $5.03M
SHEL
Shell PLC

Energy
7.04K
+ 56.4%
$62.84 - $73.29 $443K - $516K
19.5K $1.43M
VGT
Vanguard Information Technolog

ETFs
1.14K
New
$542.38 - $646.34 $618K - $737K
1.14K $618K
VLO
Valero Energy Corp

Energy
4.54K
New
$121.76 - $142.99 $553K - $649K
4.54K $599K
DUK
Duke Energy Corp

Utilities
1.98K
+ 8.16%
$105.87 - $121.97 $210K - $242K
26.3K $3.21M
CCI
Crown Castle International Corp

Real Estate
2.38K
+ 11.45%
$84.33 - $106.39 $201K - $254K
23.2K $2.42M
RTX
Raytheon Technologies Corp

Industrials
50
+ 0.17%
$114.1 - $135.66 $5.71K - $6.78K
30.1K $3.98M
STT
State Street Corp

Financial Services
5.45K
New
$84.47 - $102.23 $460K - $557K
5.45K $487K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.62K
+ 6.38%
$95.85 - $99.25 $347K - $359K
60.4K $5.97M
VTV
Vanguard Value ETF

ETFs
2.36K
+ 13.11%
$167.73 - $179.21 $396K - $423K
20.4K $3.52M
EOG
Eog Resources Inc

Energy
127
+ 0.17%
$120.54 - $138.05 $15.3K - $17.5K
75.8K $9.72M
WMB
Williams Companies, Inc.

Energy
2.83K
+ 6.37%
$54.02 - $61.09 $153K - $173K
47.2K $2.82M
MO
Altria Group, Inc.

Consumer Defensive
782
+ 1.66%
$50.81 - $60.02 $39.7K - $46.9K
47.9K $2.87M
UL
Unilever PLC

Consumer Defensive
5.87K
+ 69.72%
$54.72 - $60.29 $321K - $354K
14.3K $850K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.92K
+ 30.69%
$102.49 - $119.96 $504K - $590K
21K $2.19M
AR
Antero Resources Corp

Energy
8.45K
New
$33.64 - $41.42 $284K - $350K
8.45K $341K
SNPS
Synopsys Inc

Technology
684
New
$428.58 - $551.54 $293K - $377K
684 $293K
TXT
Textron Inc

Industrials
4.02K
New
$70.19 - $81.2 $282K - $327K
4.02K $290K
ENB
Enbridge Inc

Energy
4.79K
+ 13.36%
$41.54 - $45.45 $199K - $218K
40.6K $1.8M
NVS
Novartis Ag

Healthcare
2.49K
New
$97.14 - $115.57 $242K - $288K
2.49K $277K
Activity Summary
Buys All Purchases 191 New Holdings 33 Increased Positions 158 Sells All Sells 154 Reductions 154 Sold out 0 Options Calls 4 Puts 0
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