Stonegate Investment Group, LLC Portfolio Holdings
Stonegate Investment Group, LLC
- $3.67 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 411
- Current Value $3.67 Billion
- Prior Value $3.35 Billion
- Filing
- Period Q3 2024
- Filing Date October 17, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 44 stocks
- Additional Purchases 173 stocks
- Sold out of 0 stocks
- Reduced holdings in 113 stocks