Stonegate Investment Group, LLC Sells in Q1 2025

Stonegate Investment Group, LLC

  • $3.63 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
-104K
- 98.64%
$423.19 - $506.29 $43.9M - $52.5M
1.43K $640K
AAPL
Apple Inc.

Technology
-6.6K
- 0.66%
$209.68 - $247.1 $1.38M - $1.63M
996K $221M
AVGO
Broadcom Inc.

Technology
-1.35K
- 0.86%
$167.43 - $244.7 $227K - $331K
156K $26.1M
AMD
Advanced Micro Devices Inc

Technology
-820
- 0.16%
$96.63 - $129.55 $79.2K - $106K
512K $52.6M
NKE
Nike, Inc.

Consumer Cyclical
-7.06K
- 1.05%
$63.29 - $81.72 $447K - $577K
664K $42.1M
WMT
Walmart Inc.

Consumer Defensive
-10.8K
- 0.54%
$84.5 - $105.05 $910K - $1.13M
1.97M $173M
SBUX
Starbucks Corp

Consumer Cyclical
-57.4K
- 81.04%
$91.75 - $115.81 $5.27M - $6.65M
13.4K $1.32M
PANW
Palo Alto Networks Inc

Technology
-2.63K
- 0.64%
$167.82 - $208.28 $442K - $549K
409K $69.8M
UNH
Unitedhealth Group Inc

Healthcare
-7.26K
- 41.13%
$461.52 - $548.18 $3.35M - $3.98M
10.4K $5.44M
SFBS
Servis First Bancshares, Inc.

Financial Services
-8.25K
- 0.87%
$80.8 - $93.58 $667K - $772K
939K $77.6M
IWM
Ishares Russell 2000 ETF

ETFs
-4.85K
- 72.52%
$198.1 - $229.79 $960K - $1.11M
1.84K $366K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-131K
- 67.22%
$9.49 - $14.83 $1.24M - $1.94M
63.7K $868K
ADBE
Adobe Inc.

Technology
-534
- 5.02%
$377.84 - $464.11 $202K - $248K
10.1K $3.87M
BX
Blackstone Inc.

Financial Services
-634
- 3.45%
$136.53 - $186.74 $86.6K - $118K
17.7K $2.48M
VMC
Vulcan Materials CO

Basic Materials
-260
- 1.18%
$220.9 - $277.54 $57.4K - $72.2K
21.9K $5.1M
VTI
Vanguard Total Stock Market Et

ETFs
-1.18K
- 8.95%
$271.18 - $303.12 $320K - $357K
12K $3.3M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-34
- 0.51%
$314.47 - $431.35 $10.7K - $14.7K
6.59K $2.42M
IWR
Ishares Russell Mid Cap ETF

ETFs
-976
- 0.86%
$82.81 - $92.93 $80.8K - $90.7K
112K $9.57M
AMAT
Applied Materials Inc

Technology
-2.42K
- 49.08%
$145.06 - $195.51 $351K - $473K
2.51K $364K
CAT
Caterpillar Inc

Industrials
-71
- 0.88%
$326.75 - $407.63 $23.2K - $28.9K
7.99K $2.64M
EMR
Emerson Electric CO

Industrials
-1.37K
- 14.17%
$108.64 - $131.17 $149K - $179K
8.29K $908K
TGT
Target Corp

Consumer Defensive
-991
- 16.86%
$103.65 - $142.5 $103K - $141K
4.89K $510K
AIT
Applied Industrial Technologies Inc

Industrials
-909
- 23.25%
$218.93 - $269.18 $199K - $245K
3K $676K
PFE
Pfizer Inc

Healthcare
-5.46K
- 5.65%
$25.01 - $27.13 $137K - $148K
91.3K $2.31M
SNV
Synovus Financial Corp

Financial Services
-193
- 0.36%
$43.7 - $56.87 $8.43K - $11K
53.3K $2.49M
SRE
Sempra Energy

Utilities
-419
- 3.14%
$67.85 - $87.67 $28.4K - $36.7K
12.9K $921K
TPL
Texas Pacific Land Corp

Energy
-353
- 35.02%
$1180.08 - $1431.01 $417K - $505K
655 $867K
GM
General Motors CO

Consumer Cyclical
-2.84K
- 23.87%
$45.22 - $54.92 $128K - $156K
9.05K $425K
ISRG
Intuitive Surgical Inc

Healthcare
-212
- 7.82%
$476.63 - $610.45 $101K - $129K
2.5K $1.24M
AMP
Ameriprise Financial Inc

Financial Services
-168
- 9.03%
$472.29 - $575.13 $79.3K - $96.6K
1.69K $819K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-339
- 2.25%
$47.79 - $59.89 $16.2K - $20.3K
14.7K $739K
HUBS
Hubspot Inc

Technology
-74
- 8.7%
$571.29 - $819.71 $42.3K - $60.7K
777 $443K
HPQ
Hp Inc

Technology
-3.13K
- 27.01%
$27.69 - $34.72 $86.7K - $109K
8.46K $234K
INTU
Intuit Inc

Technology
-56
- 0.78%
$555.63 - $630.23 $31.1K - $35.3K
7.11K $4.37M
PH
Parker Hannifin Corp

Industrials
-117
- 5.27%
$591.65 - $707.05 $69.2K - $82.7K
2.1K $1.28M
MSTR
Microstrategy Inc

Technology
-441
- 9.53%
$239.27 - $396.5 $106K - $175K
4.19K $1.21M
DEO
Diageo PLC

Consumer Defensive
-390
- 10.08%
$104.79 - $126.12 $40.9K - $49.2K
3.48K $364K
SYY
Sysco Corp

Consumer Defensive
-1.57K
- 33.31%
$70.0 - $77.13 $110K - $121K
3.15K $236K
KMB
Kimberly Clark Corp

Consumer Defensive
-1.16K
- 30.28%
$124.46 - $147.4 $144K - $170K
2.66K $378K
COF
Capital One Financial Corp

Financial Services
-687
- 17.73%
$163.87 - $209.82 $113K - $144K
3.19K $571K
TXN
Texas Instruments Inc

Technology
-590
- 2.12%
N/A
27.2K $5.29M
PPG
Ppg Industries Inc

Basic Materials
-674
- 20.98%
$107.44 - $124.29 $72.4K - $83.8K
2.54K $277K
FCX
Freeport Mcmoran Inc

Basic Materials
-2.49K
- 7.67%
$34.5 - $43.01 $86K - $107K
30K $1.14M
ADSK
Autodesk, Inc.

Technology
-397
- 2.25%
N/A
17.3K $4.25M
DVN
Devon Energy Corp

Energy
-3.83K
- 38.85%
$33.15 - $38.55 $127K - $147K
6.02K $225K
FCNCA
First Citizens Bancshares Inc

Financial Services
-12
- 4.3%
$1728.36 - $2231.14 $20.7K - $26.8K
267 $495K
UBS
Ubs Group Ag

Financial Services
-3.11K
- 20.11%
$30.28 - $35.78 $94.1K - $111K
12.3K $378K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-984
- 20.98%
$91.45 - $91.75 $90K - $90.3K
3.71K $340K
GILD
Gilead Sciences, Inc.

Healthcare
-1.82K
- 29.59%
$89.14 - $117.41 $162K - $214K
4.33K $484K
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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