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
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
CLX
Clorox CO

Consumer Defensive
859
+ 41.5%
$118.01 - $148.69 $101K - $128K
2.93K $351K
CRM
Salesforce, Inc.

Technology
35
+ 0.41%
$236.26 - $291.15 $8.27K - $10.2K
8.48K $2.31M
ENB
Enbridge Inc

Energy
40
+ 0.1%
$41.09 - $47.16 $1.64K - $1.89K
40.7K $1.84M
RS
Reliance Steel & Aluminum CO

Basic Materials
79
+ 11.02%
$262.08 - $316.81 $20.7K - $25K
796 $249K
AVB
Avalonbay Communities Inc

Real Estate
324
+ 12.57%
$187.23 - $215.61 $60.7K - $69.9K
2.9K $590K
PGR
Progressive Corp

Financial Services
221
+ 16.15%
$255.27 - $288.74 $56.4K - $63.8K
1.59K $424K
VIG
Vanguard Dividend Appreciation

ETFs
189
+ 1.27%
N/A
15K $2.74M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
212
+ 10.26%
$167.22 - $212.42 $35.5K - $45K
2.28K $450K
KHC
Kraft Heinz CO

Consumer Defensive
7.03K
+ 21.62%
$25.61 - $30.81 $180K - $217K
39.6K $1.02M
JBT
John Bean Technologies Corp

Industrials
225
+ 10.86%
N/A
2.3K $288K
MET
Metlife Inc

Financial Services
326
+ 4.22%
$68.42 - $82.49 $22.3K - $26.9K
8.05K $646K
CIGI
Colliers International Group Inc.

Real Estate
84
+ 4.83%
$106.71 - $132.85 $8.96K - $11.2K
1.82K $238K
FTNT
Fortinet, Inc.

Technology
1
+ 0.04%
$84.71 - $108.69 $84.7 - $109
2.73K $289K
UTG
Reaves Utility Income Fund

Financial Services
8
+ 0.11%
$29.08 - $36.18 $233 - $289
7.17K $259K
TM
Toyota Motor Corp

Consumer Cyclical
178
+ 14.37%
$158.63 - $195.39 $28.2K - $34.8K
1.42K $244K
FSV
First Service Corp

Real Estate
73
+ 4.77%
$158.93 - $179.74 $11.6K - $13.1K
1.6K $279K
MO
Altria Group, Inc.

Consumer Defensive
1.56K
+ 3.25%
$55.56 - $60.91 $86.6K - $94.9K
49.4K $2.9M
GAB
Gabelli Equity Trust Inc

Financial Services
1.24K
+ 2.64%
$4.97 - $5.87 $6.14K - $7.25K
48K $279K
CNHI
Cnh Industrial N.V.

Industrials
1.95K
+ 13.36%
N/A
16.5K $172K
CRUS
Cirrus Logic, Inc.

Technology
84
+ 4.04%
$77.43 - $107.58 $6.5K - $9.04K
2.16K $225K
MSCI
Msci Inc.

Financial Services
22
+ 5.85%
$506.56 - $576.74 $11.1K - $12.7K
398 $229K
ESAB
Esab Corp

Industrials
83
+ 4.68%
$104.48 - $130.25 $8.67K - $10.8K
1.86K $223K
AZN
Astrazeneca PLC

Healthcare
941
+ 5.77%
$64.87 - $75.0 $61K - $70.6K
17.3K $1.21M
IFF
International Flavors & Fragrances Inc

Basic Materials
226
+ 8.62%
$66.85 - $79.33 $15.1K - $17.9K
2.85K $209K
WTW
Willis Towers Watson PLC

Financial Services
81
+ 12.76%
$295.96 - $337.43 $24K - $27.3K
716 $219K
ELV
Elevance Health, Inc.

Healthcare
63
+ 13.64%
$372.27 - $452.69 $23.5K - $28.5K
525 $204K
INTC
Intel Corp

Technology
1.57K
+ 1.54%
$18.13 - $22.69 $28.5K - $35.7K
104K $2.33M
MDLZ
Mondelez International, Inc.

Consumer Defensive
105
+ 1.95%
$63.54 - $68.5 $6.67K - $7.19K
5.5K $370K
KWR
Quaker Chemical Corp

Basic Materials
210
+ 12.14%
$97.26 - $124.36 $20.4K - $26.1K
1.94K $217K
BAX
Baxter International Inc

Healthcare
1.64K
+ 13.86%
$27.8 - $34.02 $45.6K - $55.8K
13.5K $408K
Liberty Media Corp Del
119
+ 5.21%
N/A
2.4K $0
Oaktree Specialty Lending CO
358
+ 2.55%
N/A
14.4K $0
Ppl Cap Fdg Inc
5K
+ 38.46%
N/A
18K $0
Q2 Hldgs Inc
3K
+ 23.08%
N/A
16K $0
Rb Global Inc
243
+ 10.69%
N/A
2.52K $0
Fidelity Wise Origin Bitcoin
5.45K
+ 73.93%
N/A
12.8K $0
Te Connectivity PLC
200
+ 2.91%
N/A
7.07K $0
Uber Technologies Inc
12K
+ 48.0%
N/A
37K $0
Ge Vernova Inc
3.94K
+ 71.19%
N/A
9.48K $0
Irhythm Technologies Inc
12K
+ 92.31%
N/A
25K $0
Live Nation Entertainment In
6K
+ 40.0%
N/A
21K $0
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
Track This Portfolio

Track Stonegate Investment Group, LLC Portfolio

Follow Stonegate Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonegate Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonegate Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email