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
ARES
Ares Management Corp

Financial Services
4.01K
+ 227.71%
$118.04 - $175.83 $473K - $705K
5.77K $999K
FCX
Freeport Mcmoran Inc

Basic Materials
13.3K
+ 44.29%
$29.15 - $44.46 $387K - $590K
43.3K $1.88M
XEL
Xcel Energy Inc

Utilities
10.5K
New
$65.65 - $72.39 $691K - $762K
10.5K $716K
BHP
Bhp Group LTD

Basic Materials
15K
+ 44.21%
$40.22 - $50.88 $602K - $761K
48.8K $2.35M
AEP
American Electric Power CO Inc

Utilities
7.14K
+ 96.87%
$98.59 - $109.11 $704K - $779K
14.5K $1.51M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
21
+ 0.32%
$328.01 - $475.68 $6.89K - $9.99K
6.61K $3.09M
CCJ
Cameco Corp

Energy
9K
New
$36.68 - $74.46 $330K - $670K
9K $668K
XLE
Energy Sector Spdr

ETFs
7K
New
$76.44 - $94.13 $535K - $659K
7K $593K
RIO
Rio Tinto PLC

Basic Materials
9.94K
+ 141.45%
$52.32 - $62.75 $520K - $624K
17K $989K
LHX
L3 Harris Technologies, Inc.

Industrials
1.63K
+ 43.49%
$200.21 - $256.99 $327K - $419K
5.39K $1.35M
PM
Philip Morris International Inc.

Consumer Defensive
440
+ 2.29%
$149.23 - $184.95 $65.7K - $81.4K
19.7K $3.59M
WFC
Wells Fargo & Company

Financial Services
1.42K
+ 3.07%
$60.98 - $80.12 $86.3K - $113K
47.5K $3.81M
OWL
Blue Owl Capital Inc.

Financial Services
24.6K
New
$15.9 - $21.16 $391K - $520K
24.6K $472K
VEA
Vanguard Ftse Developed Market

ETFs
7.39K
New
$45.65 - $57.01 $337K - $421K
7.39K $421K
ARCC
Ares Capital Corp

Financial Services
17.6K
+ 127.63%
$18.91 - $22.43 $333K - $395K
31.4K $689K
MAR
Marriott International Inc

Consumer Cyclical
110
+ 1.11%
$211.12 - $274.14 $23.2K - $30.2K
10K $2.74M
MYRG
Myr Group Inc.

Industrials
2K
New
$101.85 - $182.61 $204K - $365K
2K $362K
VTI
Vanguard Total Stock Market Et

ETFs
44
+ 0.37%
$243.75 - $303.93 $10.7K - $13.4K
12K $3.66M
AXON
Axon Enterprise, Inc.

Industrials
400
New
$497.13 - $827.94 $199K - $331K
400 $331K
AGX
Argan Inc

Industrials
1.5K
New
$120.08 - $243.11 $180K - $365K
1.5K $330K
MA
Mastercard Inc

Financial Services
91
+ 0.46%
$479.92 - $590.74 $43.7K - $53.8K
20K $11.2M
NVO
Novo Nordisk A S

Healthcare
4.92K
+ 15.12%
$58.08 - $81.05 $286K - $399K
37.4K $2.58M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.15K
New
$201.28 - $266.34 $232K - $307K
1.15K $306K
VTV
Vanguard Value ETF

ETFs
1.13K
+ 5.55%
$153.67 - $176.74 $174K - $200K
21.5K $3.8M
SYM
Symbotic Inc.

Financial Services
7.01K
New
$17.5 - $38.85 $123K - $272K
7.01K $272K
SNV
Synovus Financial Corp

Financial Services
10
+ 0.02%
$38.27 - $51.75 $383 - $518
53.3K $2.76M
HAS
Hasbro, Inc.

Consumer Cyclical
3.55K
New
$50.71 - $73.82 $180K - $262K
3.55K $262K
ASML
Asml Holding Nv

Technology
85
+ 6.21%
$595.37 - $815.24 $50.6K - $69.3K
1.45K $1.16M
SCHW
Schwab Charles Corp

Financial Services
2.37K
+ 81.4%
$69.06 - $91.24 $164K - $216K
5.28K $481K
CPB
Campbell Soup CO

Consumer Defensive
8.27K
New
$30.65 - $39.9 $253K - $330K
8.27K $253K
NEE
Nextera Energy Inc

Utilities
5.99K
+ 5.32%
$64.11 - $75.0 $384K - $449K
118K $8.22M
HAE
Haemonetics Corp

Healthcare
3.31K
New
$56.04 - $74.77 $185K - $247K
3.31K $246K
HOOD
Robinhood Markets, Inc.

Technology
2.62K
New
$34.17 - $93.63 $89.4K - $245K
2.62K $244K
BAC
Bank Of America Corp

Financial Services
456
+ 1.15%
$34.39 - $47.46 $15.7K - $21.6K
40K $1.89M
SPOT
Spotify Technology S.A.

Communication Services
311
New
$503.3 - $775.9 $157K - $241K
311 $238K
SMR
Nuscale Power Corp

Industrials
6K
New
$12.6 - $43.24 $75.6K - $259K
6K $237K
HWM
Howmet Aerospace Inc.

Industrials
1.27K
New
$112.33 - $186.13 $142K - $236K
1.27K $235K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
684
New
$224.32 - $326.09 $153K - $223K
684 $223K
TECK
Teck Resources LTD

Basic Materials
5.51K
New
$29.05 - $41.48 $160K - $228K
5.51K $222K
PAGP
Plains Gp Holdings LP

Energy
11.4K
New
$17.24 - $21.61 $197K - $247K
11.4K $221K
AFL
Aflac Inc

Financial Services
2.09K
New
$99.77 - $112.45 $209K - $235K
2.09K $220K
LDOS
Leidos Holdings, Inc.

Technology
1.39K
New
$132.9 - $160.3 $185K - $223K
1.39K $219K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
4.21K
New
$50.56 - $59.57 $213K - $251K
4.21K $218K
VMI
Valmont Industries Inc

Industrials
663
New
$263.86 - $333.86 $175K - $221K
663 $216K
WDAY
Workday, Inc.

Technology
512
+ 3.76%
$210.47 - $274.71 $108K - $141K
14.1K $3.39M
LFUS
Littelfuse Inc

Technology
926
New
$149.72 - $227.31 $139K - $210K
926 $209K
DOCS
Doximity, Inc.

Healthcare
3.34K
New
$50.71 - $61.34 $170K - $205K
3.34K $205K
DELL
Dell Technologies Inc.

Technology
1.68K
New
$71.63 - $125.98 $120K - $211K
1.68K $205K
SEE
Sealed Air Corp

Consumer Cyclical
6.55K
New
$23.93 - $32.95 $157K - $216K
6.55K $203K
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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