Stonegate Investment Group, LLC Purchases in Q4 2024

Stonegate Investment Group, LLC

  • $3.64 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
59.8K
+ 11.12%
$180.88 - $232.93 $10.8M - $13.9M
597K $131M
CLF
Cleveland Cliffs Inc.

Basic Materials
2.02M
New
$9.24 - $13.94 $18.7M - $28.2M
2.02M $19M
V
Visa Inc.

Financial Services
621
+ 0.18%
$273.87 - $320.91 $170K - $199K
344K $109M
SFBS
Servis First Bancshares, Inc.

Financial Services
113K
+ 13.48%
$77.34 - $99.0 $8.7M - $11.1M
947K $80.3M
CSCO
Cisco Systems, Inc.

Technology
11.5K
+ 0.75%
$52.45 - $60.02 $603K - $691K
1.54M $91.1M
DIS
Walt Disney CO

Communication Services
6.45K
+ 1.36%
$92.39 - $117.6 $596K - $758K
480K $53.5M
HON
Honeywell International Inc

Industrials
5.31K
+ 1.63%
$202.84 - $236.0 $1.08M - $1.25M
332K $74.9M
IVV
Ishares Core S&P 500 ETF

ETFs
6.82K
+ 6.06%
$570.51 - $610.59 $3.89M - $4.16M
119K $70.2M
NVDA
Nvidia Corp

Technology
10.3K
+ 7.3%
$117.0 - $148.88 $1.21M - $1.54M
152K $20.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.67K
+ 10.96%
$481.22 - $538.17 $1.77M - $1.98M
37.2K $19M
AMD
Advanced Micro Devices Inc

Technology
145K
+ 39.49%
$118.88 - $172.8 $17.2M - $25.1M
512K $61.9M
DE
Deere & CO

Industrials
1.29K
+ 1.13%
$389.45 - $466.0 $503K - $602K
115K $48.9M
NOW
Service Now, Inc.

Technology
32
+ 0.48%
$867.18 - $1148.42 $27.7K - $36.7K
6.72K $7.12M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
45.3K
New
$20.55 - $23.26 $930K - $1.05M
45.3K $952K
PANW
Palo Alto Networks Inc

Technology
195K
+ 90.1%
$181.96 - $405.9 $35.5M - $79.1M
411K $74.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.88K
New
$174.22 - $187.62 $850K - $915K
4.88K $854K
NKE
Nike, Inc.

Consumer Cyclical
105K
+ 18.52%
$73.36 - $89.13 $7.69M - $9.34M
671K $50.7M
MSTR
Microstrategy Inc

Technology
706
+ 18.01%
$162.69 - $473.83 $115K - $335K
4.63K $1.34M
WFC
Wells Fargo & Company

Financial Services
603
+ 1.33%
$54.98 - $77.35 $33.2K - $46.6K
46K $3.23M
CRM
Salesforce, Inc.

Technology
470
+ 5.94%
$270.87 - $367.87 $127K - $173K
8.38K $2.8M
AIT
Applied Industrial Technologies Inc

Industrials
2.41K
+ 160.6%
$220.05 - $280.49 $530K - $676K
3.91K $936K
MA
Mastercard Inc

Financial Services
127
+ 0.8%
$491.3 - $536.15 $62.4K - $68.1K
16K $8.44M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.21K
+ 4.81%
$87.25 - $95.52 $454K - $497K
113K $10M
TSLA
Tesla, Inc.

Consumer Cyclical
324
+ 13.2%
$213.65 - $479.86 $69.2K - $155K
2.78K $1.12M
VV
Vanguard Large Cap ETF

ETFs
457
+ 1.14%
$260.27 - $280.65 $119K - $128K
40.4K $10.9M
SNV
Synovus Financial Corp

Financial Services
29
+ 0.05%
$42.5 - $58.73 $1.23K - $1.7K
53.5K $2.74M
CAT
Caterpillar Inc

Industrials
1.49K
+ 22.69%
$360.37 - $416.88 $537K - $622K
8.06K $2.92M
SMBK
Smartfinancial Inc.

Financial Services
11.3K
New
$28.3 - $36.86 $321K - $418K
11.3K $351K
PLTR
Palantir Technologies Inc.

Technology
4.62K
New
$36.46 - $82.38 $168K - $381K
4.62K $349K
VUG
Vanguard Growth ETF

ETFs
278
+ 3.24%
$378.79 - $428.11 $105K - $119K
8.86K $3.64M
TT
Trane Technologies PLC

Industrials
1.63K
+ 11.88%
$369.35 - $419.14 $603K - $684K
15.4K $5.68M
PGR
Progressive Corp

Financial Services
1.36K
New
$239.6 - $268.88 $325K - $365K
1.36K $325K
PH
Parker Hannifin Corp

Industrials
497
+ 28.86%
$621.74 - $709.46 $309K - $353K
2.22K $1.41M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
34
+ 0.52%
$338.38 - $446.21 $11.5K - $15.2K
6.62K $2.88M
IWF
Ishares Russell 1000 Gr ETF

ETFs
27
+ 0.23%
$370.24 - $418.94 $10K - $11.3K
11.6K $4.64M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
743
New
$260.53 - $404.79 $194K - $301K
743 $284K
OXY
Occidental Petroleum Corp

Energy
5.7K
New
$45.36 - $55.91 $258K - $319K
5.7K $281K
ETR
Entergy Corp

Utilities
3.64K
New
$73.19 - $156.4 $266K - $569K
3.64K $275K
GPN
Global Payments Inc

Industrials
208
+ 0.81%
$97.57 - $119.38 $20.3K - $24.8K
25.9K $2.9M
JBT
John Bean Technologies Corp

Industrials
2.11K
New
$94.76 - $131.66 $199K - $277K
2.11K $267K
APP
App Lovin Corp

Technology
826
New
$130.67 - $401.5 $108K - $332K
826 $267K
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.58K
+ 44.75%
$54.89 - $64.32 $197K - $230K
11.6K $699K
UL
Unilever PLC

Consumer Defensive
5.12K
+ 155.15%
$56.7 - $64.64 $290K - $331K
8.42K $477K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.82K
+ 33.99%
$55.73 - $66.16 $213K - $253K
15.1K $909K
BAC
Bank Of America Corp

Financial Services
2.55K
+ 7.55%
$39.22 - $47.77 $100K - $122K
36.3K $1.6M
IBM
International Business Machines Corp

Technology
1.19K
+ 8.93%
$204.9 - $238.04 $244K - $283K
14.5K $3.19M
ADP
Automatic Data Processing Inc

Industrials
750
+ 49.47%
$280.08 - $307.97 $210K - $231K
2.27K $663K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.85K
+ 9.34%
$96.64 - $101.23 $469K - $491K
56.8K $5.5M
RL
Ralph Lauren Corp

Consumer Cyclical
1.04K
New
$192.23 - $233.41 $200K - $242K
1.04K $239K
Activity Summary
Buys All Purchases 206 New Holdings 37 Increased Positions 169 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 1 Puts 0
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