Stonegate Investment Group, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.63 Billion distributed in 407 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $221M, Jpmorgan Chase & CO with a value of $175M, Walmart Inc. with a value of $173M, Microsoft Corp with a value of $165M, and Berkshire Hathaway Inc Class B with a value of $158M.
Examining the 13F form we can see an decrease of $10.1M in the current position value, from $3.64B to 3.63B .
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
$3.63 Billion
$730 Million
$650 Million
$349 Million
$345 Million
$340 Million
$308 Million
$257 Million
$247 Million
$401 Million
Stock Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
-
$0
0.0% of portfolio
-
Q1 2025
Added 92.31%
-
$0
0.0% of portfolio
-
Q4 2024
Added 136.36%
$79.5B
$142,000
0.0% of portfolio
1,140
Q1 2025
Reduced 4.92%
-
$0
0.0% of portfolio
-
Q3 2023
New
Fidelity Wise Origin Bitcoin
-
$0
0.0% of portfolio
-
Q1 2025
Added 1.1%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 71.11%
-
$0
0.0% of portfolio
-
Q2 2024
New
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q4 2023
New
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q4 2023
Reduced 11.54%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 0.44%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 17.59%
$914M
$138,000
0.0% of portfolio
15,976
Q4 2024
Added 6.96%
$0
$152,000
0.0% of portfolio
11,919
Q1 2025
New
$2.94M
$30,000
0.0% of portfolio
180,000
Q2 2023
Reduced 22.52%
-
$0
0.0% of portfolio
-
Q1 2025
Added 284.62%
-
$0
0.0% of portfolio
-
Q3 2024
New
Ares Management Corporation
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 23.08%
-
$0
0.0% of portfolio
-
Q1 2024
New
Blackstone Mortgage Trust In
-
$0
0.0% of portfolio
-
Q1 2023
New
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 89.89%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 64.0%
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 40.48%
-
$0
0.0% of portfolio
-
Q1 2025
Added 0.46%
-
$0
0.0% of portfolio
-
Q4 2024
New
-
$0
0.0% of portfolio
-
Q1 2025
New
$0
$127,000
0.0% of portfolio
15,988
Q1 2024
Reduced 11.0%
Oaktree Specialty Lending CO
-
$0
0.0% of portfolio
-
Q1 2025
Added 22.16%
-
$0
0.0% of portfolio
-
Q3 2023
Added 12.5%
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 50.0%
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 31.58%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 13.27%
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q3 2024
New
Mirum Pharmaceuticals Inc
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 48.0%
$1.27B
$80,000
0.0% of portfolio
12,944
Q4 2024
Reduced 3.58%
-
$0
0.0% of portfolio
-
Q1 2024
Added 36.84%
Ge Healthcare Technologies I
-
$0
0.0% of portfolio
-
Q1 2025
Added 0.87%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 0.89%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 5.0%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 23.08%
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
Added 18.75%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 0.23%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 2.76%
