Stonegate Investment Group, LLC Incresed Positions in Q3 2024

Stonegate Investment Group, LLC

  • $3.67 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WMB
Williams Companies, Inc.

Energy
12K
+ 35.61%
$41.24 - $46.22 $495K - $554K
45.7K $2.09M
ENB
Enbridge Inc

Energy
13.5K
+ 66.52%
$35.27 - $41.18 $477K - $557K
33.8K $1.37M
PEP
Pepsico Inc

Consumer Defensive
3.23K
+ 16.41%
$161.9 - $179.3 $522K - $578K
22.9K $3.89M
SHOP
Shopify Inc.

Technology
2.42K
+ 7.59%
$52.26 - $80.75 $126K - $195K
34.3K $2.74M
KHC
Kraft Heinz CO

Consumer Defensive
17.1K
+ 183.26%
$31.86 - $36.13 $546K - $619K
26.5K $930K
AMZN
Amazon Com Inc

Consumer Cyclical
22.5K
+ 4.37%
$161.02 - $200.0 $3.62M - $4.5M
537K $100M
LOW
Lowes Companies Inc

Consumer Cyclical
79
+ 0.73%
$213.3 - $270.78 $16.9K - $21.4K
10.9K $2.95M
CAG
Conagra Brands Inc.

Consumer Defensive
15.1K
+ 151.3%
$28.13 - $32.83 $425K - $496K
25.1K $815K
VTWO
Vanguard Russell 2000 ETF

ETFs
5.29K
+ 79.5%
$81.17 - $90.77 $429K - $480K
11.9K $1.07M
S
Sentinel One, Inc.

Technology
14.5K
+ 29.03%
$19.76 - $25.26 $287K - $367K
64.5K $1.54M
JCI
Johnson Controls International PLC

Industrials
1.26K
+ 4.1%
$65.52 - $77.61 $82.2K - $97.4K
31.9K $2.47M
DUK
Duke Energy Corp

Utilities
284
+ 1.08%
$99.35 - $117.71 $28.2K - $33.4K
26.6K $3.06M
SLB
Schlumberger Limited

Energy
11.4K
+ 101.13%
$39.57 - $49.67 $451K - $566K
22.7K $950K
CAT
Caterpillar Inc

Industrials
81
+ 1.25%
$316.8 - $391.12 $25.7K - $31.7K
6.57K $2.57M
QQQ
Invesco Qqq Trust, Series 1

ETFs
125
+ 0.37%
$434.77 - $502.96 $54.3K - $62.9K
33.5K $16.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
283
+ 4.23%
$247.34 - $300.11 $70K - $84.9K
6.97K $2.08M
AMT
American Tower Corp

Real Estate
287
+ 4.66%
$192.27 - $242.73 $55.2K - $69.7K
6.44K $1.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
42
+ 1.71%
$1015.62 - $1159.62 $42.7K - $48.7K
2.5K $2.87M
BMY
Bristol Myers Squibb CO

Healthcare
25
+ 0.09%
$39.66 - $51.75 $991 - $1.29K
27.1K $1.4M
MO
Altria Group, Inc.

Consumer Defensive
221
+ 0.47%
$45.95 - $54.71 $10.2K - $12.1K
46.9K $2.39M
NET
Cloudflare, Inc.

Technology
3.31K
+ 66.24%
$74.4 - $86.96 $246K - $288K
8.31K $672K
SNY
Sanofi

Healthcare
3.38K
+ 62.84%
$48.54 - $58.53 $164K - $198K
8.75K $504K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
7.93K
+ 4.25%
$9.55 - $11.13 $75.7K - $88.2K
194K $2.11M
SNV
Synovus Financial Corp

Financial Services
56
+ 0.1%
$39.32 - $47.62 $2.2K - $2.67K
53.5K $2.38M
MDB
Mongo Db, Inc.

Technology
360
+ 5.44%
$221.5 - $296.69 $79.7K - $107K
6.98K $1.89M
NVDA
Nvidia Corp

Technology
4.27K
+ 3.11%
$98.91 - $134.91 $422K - $576K
142K $17.2M
TSLA
Tesla, Inc.

Consumer Cyclical
314
+ 14.67%
$191.76 - $263.26 $60.2K - $82.7K
2.45K $642K
CAH
Cardinal Health Inc

Healthcare
1.72K
+ 79.35%
$93.74 - $114.66 $161K - $197K
3.88K $429K
SRE
Sempra Energy

Utilities
1.33K
+ 10.9%
$74.97 - $84.04 $100K - $112K
13.6K $1.14M
HPQ
Hp Inc

Technology
5.53K
+ 86.74%
$32.02 - $38.11 $177K - $211K
11.9K $427K
ICE
Intercontinental Exchange, Inc.

Financial Services
704
+ 19.11%
$136.93 - $162.81 $96.4K - $115K
4.39K $704K
FIS
Fidelity National Information Services, Inc.

Technology
226
+ 1.11%
$72.8 - $85.04 $16.5K - $19.2K
20.7K $1.73M
BHP
Bhp Group LTD

Basic Materials
84
+ 0.23%
$51.32 - $62.11 $4.31K - $5.22K
36K $2.24M
ISRG
Intuitive Surgical Inc

Healthcare
115
+ 4.26%
$416.14 - $494.01 $47.9K - $56.8K
2.82K $1.38M
KMB
Kimberly Clark Corp

Consumer Defensive
1.2K
+ 46.06%
$135.05 - $148.35 $163K - $179K
3.82K $543K
FCNCA
First Citizens Bancshares Inc

Financial Services
80
+ 42.78%
$1685.92 - $2128.51 $135K - $170K
267 $490K
GPN
Global Payments Inc

Industrials
298
+ 1.17%
$92.66 - $112.97 $27.6K - $33.7K
25.7K $2.63M
D
Dominion Energy, Inc

Utilities
727
+ 5.07%
$48.01 - $58.53 $34.9K - $42.6K
15.1K $871K
C
Citigroup Inc

Financial Services
2.72K
+ 30.28%
$56.11 - $67.61 $153K - $184K
11.7K $733K
SSNC
Ss&C Technologies Holdings Inc

Technology
1.6K
+ 42.1%
$61.42 - $76.46 $98.2K - $122K
5.4K $400K
KMI
Kinder Morgan, Inc.

Energy
5.18K
+ 26.33%
$19.72 - $22.22 $102K - $115K
24.9K $549K
MDT
Medtronic PLC

Healthcare
1.06K
+ 20.06%
$76.84 - $91.03 $81.7K - $96.8K
6.36K $572K
LHX
L3 Harris Technologies, Inc.

Industrials
396
+ 11.77%
$221.96 - $243.27 $87.9K - $96.3K
3.76K $894K
MSTR
Microstrategy Inc

Technology
3.54K
+ 931.58%
$114.3 - $1800.09 $405K - $6.37M
3.92K $660K
CRM
Salesforce, Inc.

Technology
14
+ 0.18%
$238.42 - $276.53 $3.34K - $3.87K
7.91K $2.16M
CVS
Cvs Health Corp

Healthcare
1.73K
+ 27.84%
$55.81 - $63.18 $96.6K - $109K
7.95K $499K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.39K
+ 42.26%
$91.42 - $91.82 $127K - $128K
4.69K $430K
EXC
Exelon Corp

Utilities
1.55K
+ 14.72%
$34.24 - $40.55 $53.1K - $62.9K
12.1K $490K
AZN
Astrazeneca PLC

Healthcare
1.49K
+ 10.0%
$76.67 - $87.62 $114K - $131K
16.4K $1.28M
Activity Summary
Buys All Purchases 217 New Holdings 44 Increased Positions 173 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 6 Puts 0
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