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
IVW
Ishares S&P 500 Growth ETF

ETFs
1.84K
New
$82.96 - $110.1 $152K - $202K
1.84K $202K
BA
Boeing CO

Industrials
713
+ 52.58%
$136.59 - $217.51 $97.4K - $155K
2.07K $433K
DG
Dollar General Corp

Consumer Defensive
978
+ 29.12%
$86.02 - $114.95 $84.1K - $112K
4.34K $496K
FDN
First Tr Fd Dow Jones

ETFs
743
New
$200.29 - $269.33 $149K - $200K
743 $200K
SNOW
Snowflake Inc.

Technology
381
+ 26.08%
$130.53 - $223.77 $49.7K - $85.3K
1.84K $412K
FIS
Fidelity National Information Services, Inc.

Technology
683
+ 3.26%
$68.14 - $82.13 $46.5K - $56.1K
21.7K $1.76M
C
Citigroup Inc

Financial Services
170
+ 1.38%
$58.13 - $85.12 $9.88K - $14.5K
12.5K $1.07M
CCI
Crown Castle International Corp

Real Estate
2.1K
+ 9.03%
$94.83 - $107.06 $199K - $224K
25.3K $2.6M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
4.17K
+ 6.54%
$11.9 - $15.57 $49.6K - $65K
67.9K $1.04M
SRE
Sempra Energy

Utilities
1.57K
+ 12.12%
$63.78 - $78.91 $99.8K - $123K
14.5K $1.1M
CHK
Chesapeake Energy Corp

Energy
1.99K
New
N/A
1.99K $170K
CSX
Csx Corp

Industrials
3.4K
+ 18.73%
$26.69 - $32.91 $90.8K - $112K
21.6K $703K
ROLL
Rbc Bearings Inc

Industrials
620
New
N/A
620 $152K
MGK
Vanguard Mega Cap Growth ETF

ETFs
210
+ 16.24%
$273.67 - $366.17 $57.5K - $76.9K
1.5K $550K
XLK
Technology Sector Spdr

ETFs
188
+ 8.66%
$179.73 - $253.23 $33.8K - $47.6K
2.36K $597K
CG
Carlyle Group Inc.

Financial Services
1.57K
+ 18.4%
$34.78 - $51.4 $54.5K - $80.5K
10.1K $517K
APO
Apollo Global Management, Inc.

Financial Services
834
+ 14.58%
$108.68 - $145.07 $90.6K - $121K
6.55K $929K
SEIC
Sei Investments CO

Financial Services
1.16K
+ 34.22%
$66.45 - $89.86 $76.9K - $104K
4.54K $407K
CAH
Cardinal Health Inc

Healthcare
112
+ 2.88%
$125.0 - $168.0 $14K - $18.8K
4K $671K
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.06%
$218.97 - $332.17 $219 - $332
1.82K $604K
ECL
Ecolab Inc.

Basic Materials
91
+ 1.34%
$225.65 - $270.95 $20.5K - $24.7K
6.87K $1.85M
VB
Vanguard Small Cap ETF

ETFs
481
+ 44.01%
$193.73 - $237.37 $93.2K - $114K
1.57K $373K
MDT
Medtronic PLC

Healthcare
1.68K
+ 27.33%
$80.68 - $88.86 $136K - $150K
7.85K $683K
D
Dominion Energy, Inc

Utilities
1.98K
+ 13.02%
$49.66 - $58.0 $98.1K - $115K
17.1K $969K
CTVA
Corteva, Inc.

Basic Materials
30
+ 0.32%
$55.52 - $74.53 $1.67K - $2.24K
9.31K $694K
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 9.52%
$4164.15 - $5789.24 $25K - $34.7K
69 $399K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.14K
+ 30.75%
$91.43 - $91.74 $104K - $105K
4.85K $444K
AMT
American Tower Corp

Real Estate
375
+ 6.08%
$203.96 - $228.19 $76.5K - $85.6K
6.55K $1.45M
FCNCA
First Citizens Bancshares Inc

Financial Services
38
+ 14.23%
$1561.69 - $1966.55 $59.3K - $74.7K
305 $596K
VTWO
Vanguard Russell 2000 ETF

ETFs
133
+ 1.0%
$70.56 - $87.22 $9.38K - $11.6K
13.4K $1.17M
PNC
Pnc Financial Services Group, Inc.

Financial Services
358
+ 12.26%
$149.76 - $186.42 $53.6K - $66.7K
3.28K $611K
IWS
Ishares Russell Midcap Value E

ETFs
142
+ 1.13%
$110.58 - $132.14 $15.7K - $18.8K
12.7K $1.67M
MKSI
Mks Instruments Inc

Technology
432
+ 15.75%
$58.78 - $100.27 $25.4K - $43.3K
3.17K $315K
SHW
Sherwin Williams CO

Basic Materials
319
+ 11.85%
$313.51 - $363.51 $100K - $116K
3.01K $1.03M
PSA
Public Storage

Real Estate
327
+ 24.22%
$266.31 - $309.77 $87.1K - $101K
1.68K $492K
AMP
Ameriprise Financial Inc

Financial Services
5
+ 0.3%
$422.19 - $533.73 $2.11K - $2.67K
1.7K $905K
SYK
Stryker Corp

Healthcare
90
+ 4.22%
$337.37 - $395.63 $30.4K - $35.6K
2.22K $879K
CVS
Cvs Health Corp

Healthcare
875
+ 4.73%
$60.04 - $70.18 $52.5K - $61.4K
19.4K $1.34M
SNPS
Synopsys Inc

Technology
48
+ 7.02%
$380.9 - $517.66 $18.3K - $24.8K
732 $375K
EOSE
Eos Energy Enterprises, Inc.

Industrials
15K
New
$3.3 - $7.11 $49.5K - $107K
15K $76K
SSNC
Ss&C Technologies Holdings Inc

Technology
938
+ 13.85%
$71.96 - $83.42 $67.5K - $78.2K
7.71K $638K
TDG
Trans Digm Group Inc

Industrials
16
+ 5.5%
$1231.75 - $1520.64 $19.7K - $24.3K
307 $466K
HLN
Haleon PLC

Healthcare
5.64K
+ 12.48%
$9.27 - $11.41 $52.3K - $64.4K
50.8K $527K
ET
Energy Transfer LP

Energy
4.22K
+ 11.98%
$15.65 - $18.93 $66K - $79.8K
39.4K $714K
ACA
Arcosa, Inc.

Industrials
375
+ 13.45%
$70.66 - $90.53 $26.5K - $33.9K
3.16K $274K
EHC
Encompass Health Corp

Healthcare
1
+ 0.04%
$96.12 - $122.63 $96.1 - $123
2.65K $324K
UBS
Ubs Group Ag

Financial Services
311
+ 2.52%
$26.12 - $33.82 $8.12K - $10.5K
12.7K $428K
SHEL
Shell PLC

Energy
1.5K
+ 7.67%
$59.75 - $73.05 $89.5K - $109K
21K $1.48M
HPQ
Hp Inc

Technology
3.11K
+ 36.74%
$21.88 - $29.32 $68K - $91.1K
11.6K $282K
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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