Stonegate Investment Group, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.67 Billion distributed in 411 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $241M, Microsoft Corp with a value of $190M, Walmart Inc. with a value of $163M, Jpmorgan Chase & CO with a value of $154M, and Alphabet Inc. with a value of $145M.
Examining the 13F form we can see an increase of $317M in the current position value, from $3.35B to 3.67B.
Stonegate Investment Group, LLC is based out at Birmingham, AL
Below you can find more details about Stonegate Investment Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.67 Billion
Technology: $800 Million
Financial Services: $563 Million
Consumer Cyclical: $349 Million
Industrials: $340 Million
Healthcare: $338 Million
Energy: $330 Million
Consumer Defensive: $329 Million
Communication Services: $236 Million
Other: $384 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
