Stonegate Investment Group, LLC Reduced Holdings in Q2 2025

Stonegate Investment Group, LLC

  • $3.86 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TRV
Travelers Companies, Inc.

Financial Services
-242
- 2.83%
$233.83 - $276.34 $56.6K - $66.9K
8.31K $2.22M
ADSK
Autodesk, Inc.

Technology
-150
- 0.87%
N/A
17.1K $4.21M
GILD
Gilead Sciences, Inc.

Healthcare
-256
- 5.91%
$96.91 - $113.0 $24.8K - $28.9K
4.07K $451K
MELI
Mercadolibre Inc

Consumer Cyclical
-112
- 28.64%
$1794.73 - $2613.63 $201K - $293K
279 $729K
PINS
Pinterest, Inc.

Communication Services
-2.68K
- 20.67%
$24.21 - $35.95 $64.8K - $96.2K
10.3K $368K
TSCO
Tractor Supply CO

Consumer Cyclical
-270
- 4.3%
$47.86 - $55.77 $12.9K - $15.1K
6.01K $317K
EQIX
Equinix Inc

Real Estate
-24
- 5.9%
$740.07 - $914.43 $17.8K - $21.9K
383 $304K
DEO
Diageo PLC

Consumer Defensive
-43
- 1.24%
$99.86 - $115.75 $4.29K - $4.98K
3.44K $346K
VMC
Vulcan Materials CO

Basic Materials
-2.38K
- 10.87%
$226.49 - $276.01 $538K - $656K
19.5K $5.08M
DTE
Dte Energy CO

Utilities
-26
- 1.24%
$127.39 - $139.49 $3.31K - $3.63K
2.07K $274K
CTSH
Cognizant Technology Solutions Corp

Technology
-213
- 5.89%
$66.47 - $81.81 $14.2K - $17.4K
3.41K $265K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-26
- 1.9%
$146.74 - $176.07 $3.82K - $4.58K
1.34K $217K
COF
Capital One Financial Corp

Financial Services
-530
- 16.63%
$150.57 - $212.76 $79.8K - $113K
2.66K $565K
BSX
Boston Scientific Corp

Healthcare
-464
- 6.52%
$89.7 - $107.41 $41.6K - $49.8K
6.66K $714K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-500
- 3.13%
$7.05 - $8.02 $3.53K - $4.01K
15.5K $124K
Kenvue Inc
-6.6K
- 4.08%
N/A
155K $0
Okta Inc
-27K
- 42.86%
N/A
36K $0
Expedia Group Inc
-13K
- 52.0%
N/A
12K $0
CRH.L
Crh PLC

Basic Materials
-2.43K
- 43.68%
N/A
3.14K $0
Linde PLC
-102
- 0.29%
N/A
34.8K $0
Jacobs Solutions Inc
-25
- 0.13%
N/A
18.8K $0
Brookfield Renewable Corp
-995
- 12.45%
N/A
7K $0
Blackrock Inc
-191
- 36.87%
N/A
327 $0
Tko Group Holdings Inc
-91
- 6.41%
N/A
1.33K $0
Spotify Usa Inc
-15K
- 60.0%
N/A
10K $0
CME
Cme Group Inc.

Financial Services
-39
- 2.67%
$252.37 - $290.71 $9.84K - $11.3K
1.42K $392K
MNST
Monster Beverage Corp

Consumer Defensive
-215
- 4.62%
$55.01 - $64.24 $11.8K - $13.8K
4.44K $278K
SPGI
S&P Global Inc.

Financial Services
-35
- 2.46%
$438.31 - $527.29 $15.3K - $18.5K
1.39K $730K
GWW
W.W. Grainger, Inc.

Industrials
-20
- 3.07%
$919.93 - $1101.66 $18.4K - $22K
631 $656K
QCOM
Qualcomm Inc

Technology
-138
- 2.13%
$124.66 - $159.48 $17.2K - $22K
6.36K $1.01M
CTAS
Cintas Corp

Industrials
-31
- 2.33%
$190.11 - $227.66 $5.89K - $7.06K
1.3K $289K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-420
- 6.8%
$39.43 - $49.34 $16.6K - $20.7K
5.76K $272K
ESE
Esco Technologies Inc

Technology
-151
- 10.53%
$139.86 - $194.5 $21.1K - $29.4K
1.28K $246K
EA
Electronic Arts Inc.

Communication Services
-88
- 4.1%
$132.53 - $159.7 $11.7K - $14.1K
2.06K $328K
T
At&T Inc.

Communication Services
-298
- 0.56%
$26.33 - $28.94 $7.85K - $8.62K
52.5K $1.52M
UBER
Uber Technologies, Inc

Technology
-1.31K
- 17.31%
$64.62 - $93.3 $84.7K - $122K
6.26K $584K
F
Ford Motor CO

Consumer Cyclical
-182
- 0.37%
$8.69 - $10.85 $1.58K - $1.97K
49.6K $537K
ABNB
Airbnb, Inc.

Consumer Cyclical
-53
- 1.49%
$105.69 - $140.64 $5.6K - $7.45K
3.51K $464K
PODD
Insulet Corp

Healthcare
-2
- 0.26%
$238.57 - $327.47 $477 - $655
763 $239K
VONG
Vanguard Russell 1000 Growth E

ETFs
-110
- 3.33%
$82.51 - $109.2 $9.08K - $12K
3.19K $348K
MPC
Marathon Petroleum Corp

Energy
-200
- 4.91%
$118.55 - $170.08 $23.7K - $34K
3.87K $642K
OMEX
Odyssey Marine Exploration Inc

Industrials
-10K
- 11.9%
$0.3 - $1.53 $3K - $15.3K
74.1K $87K
APP
App Lovin Corp

Technology
-118
- 9.83%
$219.37 - $417.89 $25.9K - $49.3K
1.08K $379K
EMR
Emerson Electric CO

Industrials
-1K
- 12.07%
$94.15 - $133.33 $94.2K - $133K
7.29K $971K
STX
Seagate Technology Holdings PLC

Technology
-675
- 21.03%
$66.54 - $144.33 $44.9K - $97.4K
2.54K $365K
GOOG
Alphabet Inc.

Communication Services
-1.74K
- 8.47%
$146.58 - $180.01 $255K - $313K
18.8K $3.33M
SPY
Spdr S&P 500 ETF Trust

ETFs
-185
- 4.44%
$496.48 - $617.85 $91.8K - $114K
3.98K $2.46M
RTX
Raytheon Technologies Corp

Industrials
-1.89K
- 6.29%
$113.75 - $148.48 $215K - $281K
28.2K $4.11M
TSLA
Tesla, Inc.

Consumer Cyclical
-183
- 5.64%
$221.86 - $362.89 $40.6K - $66.4K
3.06K $973K
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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