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
TMO
Thermo Fisher Scientific Inc.

Healthcare
443
+ 6.53%
$497.6 - $606.74 $220K - $269K
7.23K $3.6M
ASML
Asml Holding Nv

Technology
153
+ 12.59%
$662.63 - $776.99 $101K - $119K
1.37K $906K
BDX
Becton Dickinson & CO

Healthcare
212
+ 3.48%
$222.79 - $249.08 $47.2K - $52.8K
6.31K $1.44M
PGR
Progressive Corp

Financial Services
11
+ 0.81%
$235.61 - $291.22 $2.59K - $3.2K
1.37K $387K
ARCC
Ares Capital Corp

Financial Services
2.64K
+ 23.71%
$21.28 - $23.81 $56.3K - $63K
13.8K $305K
EPD
Enterprise Products Partners L.P.

Energy
735
+ 5.86%
$31.75 - $34.14 $23.3K - $25.1K
13.3K $453K
GLW
Corning Inc

Technology
1.47K
+ 33.61%
$44.91 - $54.25 $66K - $79.7K
5.84K $267K
MU
Micron Technology Inc

Technology
522
+ 15.08%
$86.89 - $109.38 $45.4K - $57.1K
3.98K $346K
CTAS
Cintas Corp

Industrials
128
+ 10.66%
$182.09 - $208.14 $23.3K - $26.6K
1.33K $273K
BAC
Bank Of America Corp

Financial Services
3.22K
+ 8.87%
$39.61 - $47.74 $128K - $154K
39.5K $1.65M
JCI
Johnson Controls International PLC

Industrials
124
+ 0.4%
$76.12 - $90.6 $9.44K - $11.2K
30.8K $2.46M
MSI
Motorola Solutions, Inc.

Technology
127
+ 28.73%
$411.73 - $482.1 $52.3K - $61.2K
569 $249K
ARES
Ares Management Corp

Financial Services
537
+ 43.87%
$140.19 - $198.28 $75.3K - $106K
1.76K $258K
EA
Electronic Arts Inc.

Communication Services
206
+ 10.62%
$116.53 - $146.29 $24K - $30.1K
2.15K $309K
C
Citigroup Inc

Financial Services
236
+ 1.95%
$67.23 - $84.63 $15.9K - $20K
12.4K $877K
RIO
Rio Tinto PLC

Basic Materials
206
+ 3.02%
$58.19 - $64.29 $12K - $13.2K
7.03K $422K
MRK
Merck & Co., Inc.

Healthcare
3.22K
+ 11.63%
$83.01 - $101.02 $267K - $325K
30.9K $2.77M
TSCO
Tractor Supply CO

Consumer Cyclical
94
+ 1.52%
$51.66 - $57.94 $4.86K - $5.45K
6.28K $346K
ABNB
Airbnb, Inc.

Consumer Cyclical
458
+ 14.75%
$119.38 - $161.42 $54.7K - $73.9K
3.56K $425K
GS
Goldman Sachs Group Inc

Financial Services
207
+ 5.59%
$524.81 - $672.19 $109K - $139K
3.91K $2.13M
GAB
Gabelli Equity Trust Inc

Financial Services
1.23K
+ 2.71%
$5.36 - $5.67 $6.6K - $6.98K
46.7K $257K
SMBK
Smartfinancial Inc.

Financial Services
348
+ 3.07%
$29.39 - $36.82 $10.2K - $12.8K
11.7K $363K
F
Ford Motor CO

Consumer Cyclical
285
+ 0.58%
$9.12 - $10.43 $2.6K - $2.97K
49.8K $499K
PCG
Pg&E Corp

Utilities
2.95K
+ 20.44%
$15.16 - $20.4 $44.8K - $60.2K
17.4K $298K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
15
+ 0.72%
$126.11 - $135.06 $1.89K - $2.03K
2.09K $269K
SPY
Spdr S&P 500 ETF Trust

ETFs
196
+ 4.94%
$551.42 - $612.93 $108K - $120K
4.16K $2.33M
VIG
Vanguard Dividend Appreciation

ETFs
22
+ 0.15%
N/A
14.8K $2.7M
Live Nation Entertainment In
15K
New
N/A
15K $0
Te Connectivity PLC
2.62K
+ 61.4%
N/A
6.87K $0
Fidelity Wise Origin Bitcoin
80
+ 1.1%
N/A
7.37K $0
Travere Therapeutics Inc
25K
New
N/A
25K $0
Ringcentral Inc
62K
New
N/A
62K $0
Linde PLC
145
+ 0.42%
N/A
34.9K $0
Ares Management Corporation
7.81K
New
N/A
7.81K $0
Uber Technologies Inc
13K
+ 108.33%
N/A
25K $0
Nutanix Inc
12K
New
N/A
12K $0
Ppl Cap Fdg Inc
13K
New
N/A
13K $0
Shopify Inc
12K
+ 27.27%
N/A
56K $0
Sea LTD
37K
New
N/A
37K $0
Oaktree Specialty Lending CO
2.54K
+ 22.16%
N/A
14K $0
Insulet Corp
3K
+ 18.75%
N/A
19K $0
Dayforce Inc
6K
+ 18.75%
N/A
38K $0
Cloudflare Inc
12K
+ 92.31%
N/A
25K $0
Fidelity Covington Trust
63
+ 0.46%
N/A
13.8K $0
Canadian Pacific Kansas City
127
+ 4.41%
N/A
3K $0
Bridgebio Pharma Inc
16K
New
N/A
16K $0
Alarm Com Hldgs Inc
25K
New
N/A
25K $0
Ge Healthcare Technologies I
8.36K
+ 0.87%
N/A
971K $0
Airbnb Inc
37K
+ 284.62%
N/A
50K $0
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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