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
SLB
Schlumberger Limited

Energy
4.3K
+ 15.52%
$38.4 - $43.74 $165K - $188K
32K $1.34M
CHKP
Check Point Software Technologies LTD

Technology
1.2K
New
$179.88 - $231.31 $216K - $278K
1.2K $273K
ENOV
Enovis Corp

Industrials
6.21K
New
$35.51 - $47.99 $221K - $298K
6.21K $237K
UTG
Reaves Utility Income Fund

Financial Services
7.16K
New
$31.08 - $34.42 $223K - $247K
7.16K $233K
IEFA
Ishares Tr

ETFs
2.88K
New
$69.57 - $78.65 $200K - $226K
2.88K $217K
AEP
American Electric Power CO Inc

Utilities
956
+ 14.9%
$90.32 - $109.27 $86.3K - $104K
7.37K $805K
KWR
Quaker Chemical Corp

Basic Materials
1.73K
New
$123.61 - $145.39 $214K - $252K
1.73K $213K
MSCI
Msci Inc.

Financial Services
376
New
$541.46 - $628.34 $204K - $236K
376 $212K
CSX
Csx Corp

Industrials
8.1K
+ 80.49%
$29.11 - $33.67 $236K - $273K
18.2K $534K
CRUS
Cirrus Logic, Inc.

Technology
2.08K
New
$97.89 - $111.4 $204K - $232K
2.08K $207K
IFF
International Flavors & Fragrances Inc

Basic Materials
2.62K
New
$76.48 - $87.72 $201K - $230K
2.62K $203K
PODD
Insulet Corp

Healthcare
765
New
$237.06 - $288.29 $181K - $221K
765 $200K
ELV
Elevance Health, Inc.

Healthcare
462
New
$365.9 - $436.25 $169K - $202K
462 $200K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.08K
+ 5.91%
$507.05 - $563.67 $1.06M - $1.17M
37.3K $19.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
443
+ 21.92%
$308.86 - $455.36 $137K - $202K
2.46K $868K
HIG
Hartford Financial Services Group, Inc.

Financial Services
958
+ 24.12%
$106.31 - $123.73 $102K - $119K
4.93K $609K
BP
Bp PLC

Energy
1.92K
+ 7.81%
$29.93 - $35.31 $57.5K - $67.9K
26.5K $896K
RSP
Invesco S&P 500 Equal Weight E

ETFs
962
+ 19.72%
$169.43 - $182.84 $163K - $176K
5.84K $1.01M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
11.9K
New
$11.96 - $13.56 $143K - $162K
11.9K $152K
CNHI
Cnh Industrial N.V.

Industrials
14.6K
New
N/A
14.6K $151K
MPC
Marathon Petroleum Corp

Energy
897
+ 28.27%
$134.72 - $159.03 $121K - $143K
4.07K $592K
EQT
Eqt Corp

Energy
1.19K
+ 10.32%
$46.16 - $54.25 $54.7K - $64.3K
12.7K $676K
BMY
Bristol Myers Squibb CO

Healthcare
367
+ 1.33%
$53.9 - $63.11 $19.8K - $23.2K
28K $1.71M
PEP
Pepsico Inc

Consumer Defensive
1.32K
+ 5.12%
$142.64 - $156.42 $188K - $207K
27.1K $4.06M
CAG
Conagra Brands Inc.

Consumer Defensive
6.17K
+ 19.72%
$23.9 - $27.67 $147K - $171K
37.4K $998K
NSC
Norfolk Southern Corp

Industrials
397
+ 2.32%
$227.69 - $259.76 $90.4K - $103K
17.5K $4.14M
CMCSA
Comcast Corp

Communication Services
4.1K
+ 11.91%
$33.19 - $38.23 $136K - $157K
38.5K $1.42M
KHC
Kraft Heinz CO

Consumer Defensive
4.29K
+ 15.2%
$28.51 - $32.22 $122K - $138K
32.5K $989K
VV
Vanguard Large Cap ETF

ETFs
2.46K
+ 6.08%
$253.32 - $282.66 $623K - $695K
42.9K $11M
TFC
Truist Financial Corp

Financial Services
3.13K
+ 49.91%
$39.48 - $48.15 $124K - $151K
9.41K $387K
JOE
St Joe CO

Real Estate
1.75K
+ 10.75%
$43.61 - $49.45 $76.2K - $86.4K
18K $845K
PLTR
Palantir Technologies Inc.

Technology
756
+ 16.36%
$64.98 - $124.62 $49.1K - $94.2K
5.38K $453K
BAX
Baxter International Inc

Healthcare
1.45K
+ 13.95%
$29.26 - $36.57 $42.4K - $53K
11.8K $405K
KMI
Kinder Morgan, Inc.

Energy
2.53K
+ 9.77%
$26.1 - $31.22 $65.9K - $78.8K
28.4K $809K
SHOP
Shopify Inc.

Technology
2.11K
+ 22.6%
$90.59 - $129.31 $191K - $273K
11.5K $1.09M
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.26%
$1739.0 - $2260.0 $1.74K - $2.26K
391 $762K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.81K
+ 40.76%
$57.21 - $65.8 $104K - $119K
6.26K $365K
DG
Dollar General Corp

Consumer Defensive
604
+ 21.92%
$68.44 - $87.93 $41.3K - $53.1K
3.36K $295K
SSNC
Ss&C Technologies Holdings Inc

Technology
445
+ 7.03%
$74.75 - $89.13 $33.3K - $39.7K
6.77K $565K
LHX
L3 Harris Technologies, Inc.

Industrials
416
+ 12.47%
$194.65 - $222.86 $81K - $92.7K
3.75K $785K
CLX
Clorox CO

Consumer Defensive
714
+ 52.65%
$141.76 - $162.89 $101K - $116K
2.07K $304K
IWS
Ishares Russell Midcap Value E

ETFs
969
+ 8.38%
$122.59 - $135.24 $119K - $131K
12.5K $1.58M
SONY
Sony Group Corp

Technology
433
+ 2.63%
$19.88 - $25.64 $8.61K - $11.1K
16.9K $429K
GPC
Genuine Parts CO

Consumer Cyclical
402
+ 2.85%
$115.91 - $129.02 $46.6K - $51.9K
14.5K $1.73M
HES
Hess Corp

Energy
96
+ 4.09%
$135.42 - $160.52 $13K - $15.4K
2.44K $390K
WFC
Wells Fargo & Company

Financial Services
60
+ 0.13%
$66.78 - $81.42 $4.01K - $4.89K
46.1K $3.31M
DOW
Dow Inc.

Basic Materials
4.27K
+ 28.44%
$34.36 - $41.92 $147K - $179K
19.3K $672K
CME
Cme Group Inc.

Financial Services
92
+ 6.71%
$225.82 - $266.54 $20.8K - $24.5K
1.46K $388K
CG
Carlyle Group Inc.

Financial Services
2.51K
+ 41.85%
$40.03 - $56.96 $101K - $143K
8.51K $370K
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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