Stonegate Investment Group, LLC Incresed Positions in Q2 2025

Stonegate Investment Group, LLC

  • $3.86 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
1.42K
+ 3.07%
$60.98 - $80.12 $86.3K - $113K
47.5K $3.81M
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
VTI
Vanguard Total Stock Market Et

ETFs
44
+ 0.37%
$243.75 - $303.93 $10.7K - $13.4K
12K $3.66M
NVO
Novo Nordisk A S

Healthcare
4.92K
+ 15.12%
$58.08 - $81.05 $286K - $399K
37.4K $2.58M
MA
Mastercard Inc

Financial Services
91
+ 0.46%
$479.92 - $590.74 $43.7K - $53.8K
20K $11.2M
VTV
Vanguard Value ETF

ETFs
1.13K
+ 5.55%
$153.67 - $176.74 $174K - $200K
21.5K $3.8M
SNV
Synovus Financial Corp

Financial Services
10
+ 0.02%
$38.27 - $51.75 $383 - $518
53.3K $2.76M
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
BAC
Bank Of America Corp

Financial Services
456
+ 1.15%
$34.39 - $47.46 $15.7K - $21.6K
40K $1.89M
WDAY
Workday, Inc.

Technology
512
+ 3.76%
$210.47 - $274.71 $108K - $141K
14.1K $3.39M
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
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
SRE
Sempra Energy

Utilities
1.57K
+ 12.12%
$63.78 - $78.91 $99.8K - $123K
14.5K $1.1M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
4.17K
+ 6.54%
$11.9 - $15.57 $49.6K - $65K
67.9K $1.04M
MU
Micron Technology Inc

Technology
218
+ 5.47%
$64.72 - $127.91 $14.1K - $27.9K
4.2K $517K
CSX
Csx Corp

Industrials
3.4K
+ 18.73%
$26.69 - $32.91 $90.8K - $112K
21.6K $703K
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
MKSI
Mks Instruments Inc

Technology
432
+ 15.75%
$58.78 - $100.27 $25.4K - $43.3K
3.17K $315K
IWS
Ishares Russell Midcap Value E

ETFs
142
+ 1.13%
$110.58 - $132.14 $15.7K - $18.8K
12.7K $1.67M
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
SSNC
Ss&C Technologies Holdings Inc

Technology
938
+ 13.85%
$71.96 - $83.42 $67.5K - $78.2K
7.71K $638K
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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