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
Irhythm Technologies Inc
13K
New
N/A
13K $0
Mirum Pharmaceuticals Inc
12K
New
N/A
12K $0
IVE
Ishares S&P 500 Value ETF

ETFs
51
+ 0.14%
$185.78 - $198.58 $9.47K - $10.1K
37.1K $7.06M
ET
Energy Transfer LP

Energy
882
+ 2.57%
$17.26 - $21.08 $15.2K - $18.6K
35.2K $654K
TM
Toyota Motor Corp

Consumer Cyclical
7
+ 0.57%
$176.53 - $195.35 $1.24K - $1.37K
1.24K $218K
VONG
Vanguard Russell 1000 Growth E

ETFs
110
+ 3.45%
$92.71 - $107.38 $10.2K - $11.8K
3.3K $306K
VTWO
Vanguard Russell 2000 ETF

ETFs
1.01K
+ 8.24%
$80.08 - $92.93 $80.9K - $93.9K
13.3K $1.07M
PNC
Pnc Financial Services Group, Inc.

Financial Services
95
+ 3.36%
$168.84 - $202.89 $16K - $19.3K
2.92K $513K
MKSI
Mks Instruments Inc

Technology
331
+ 13.73%
$78.89 - $122.69 $26.1K - $40.6K
2.74K $219K
GWW
W.W. Grainger, Inc.

Industrials
8
+ 1.24%
$953.54 - $1132.42 $7.63K - $9.06K
651 $643K
CEG
Constellation Energy Corp

Utilities
82
+ 3.19%
$201.63 - $347.44 $16.5K - $28.5K
2.65K $534K
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.06%
$255.29 - $303.75 $255 - $304
1.82K $469K
IWV
Ishares Russell 3000 ETF

ETFs
12
+ 0.31%
$313.1 - $349.83 $3.76K - $4.2K
3.91K $1.24M
APO
Apollo Global Management, Inc.

Financial Services
533
+ 10.28%
$126.01 - $172.06 $67.2K - $91.7K
5.72K $783K
FIS
Fidelity National Information Services, Inc.

Technology
269
+ 1.3%
$68.12 - $83.42 $18.3K - $22.4K
21K $1.57M
VUG
Vanguard Growth ETF

ETFs
631
+ 7.12%
$369.1 - $427.61 $233K - $270K
9.49K $3.52M
LOW
Lowes Companies Inc

Consumer Cyclical
16
+ 0.14%
$222.66 - $268.42 $3.56K - $4.29K
11.2K $2.62M
ETN
Eaton Corp PLC

Industrials
221
+ 4.33%
$271.83 - $371.23 $60.1K - $82K
5.33K $1.45M
TSLA
Tesla, Inc.

Consumer Cyclical
469
+ 16.88%
$222.15 - $428.22 $104K - $201K
3.25K $841K
GPN
Global Payments Inc

Industrials
740
+ 2.86%
$92.18 - $113.03 $68.2K - $83.6K
26.7K $2.61M
WDAY
Workday, Inc.

Technology
50
+ 0.37%
$233.53 - $277.82 $11.7K - $13.9K
13.6K $3.18M
GOOG
Alphabet Inc.

Communication Services
2K
+ 10.79%
$156.06 - $207.71 $312K - $415K
20.5K $3.21M
IWF
Ishares Russell 1000 Gr ETF

ETFs
139
+ 1.2%
$360.07 - $417.26 $50K - $58K
11.7K $4.22M
TT
Trane Technologies PLC

Industrials
127
+ 0.83%
$332.0 - $400.86 $42.2K - $50.9K
15.5K $5.22M
NVO
Novo Nordisk A S

Healthcare
912
+ 2.89%
$69.3 - $90.95 $63.2K - $82.9K
32.5K $2.26M
CRM
Salesforce, Inc.

Technology
67
+ 0.8%
$268.36 - $359.95 $18K - $24.1K
8.44K $2.27M
MS
Morgan Stanley

Financial Services
1.19K
+ 1.2%
$111.68 - $141.08 $133K - $168K
101K $11.7M
ACN
Accenture PLC

Technology
237
+ 1.01%
$300.91 - $398.25 $71.3K - $94.4K
23.7K $7.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
581
+ 1.56%
$468.34 - $539.52 $272K - $313K
37.7K $17.7M
ORCL
Oracle Corp

Technology
4.44K
+ 4.81%
$139.81 - $186.47 $620K - $827K
96.7K $13.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.3K
+ 1.55%
$165.25 - $224.62 $215K - $292K
85.4K $14.2M
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 0.01%
$554.06 - $615.85 $5.54K - $6.16K
119K $67M
NVDA
Nvidia Corp

Technology
1.69K
+ 1.11%
$106.98 - $149.43 $180K - $252K
154K $16.6M
HON
Honeywell International Inc

Industrials
3.65K
+ 1.1%
$202.75 - $226.52 $740K - $827K
335K $71M
DIS
Walt Disney CO

Communication Services
16.9K
+ 3.51%
$96.87 - $114.0 $1.63M - $1.92M
497K $49.1M
HD
Home Depot, Inc.

Consumer Cyclical
2.67K
+ 1.06%
$347.25 - $424.87 $928K - $1.14M
255K $93.6M
PYPL
Pay Pal Holdings, Inc.

Financial Services
18.8K
+ 3.9%
$65.15 - $91.81 $1.23M - $1.73M
501K $32.7M
AMZN
Amazon Com Inc

Consumer Cyclical
9.09K
+ 1.52%
$190.26 - $242.06 $1.73M - $2.2M
606K $115M
MSFT
Microsoft Corp

Technology
7.11K
+ 1.64%
$375.39 - $447.2 $2.67M - $3.18M
439K $165M
GOOGL
Alphabet Inc.

Communication Services
11.1K
+ 1.31%
$154.33 - $206.19 $1.72M - $2.3M
864K $134M
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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