Stonegate Investment Group, LLC Incresed Positions in Q4 2024

Stonegate Investment Group, LLC

  • $3.64 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
59.8K
+ 11.12%
$180.88 - $232.93 $10.8M - $13.9M
597K $131M
V
Visa Inc.

Financial Services
621
+ 0.18%
$273.87 - $320.91 $170K - $199K
344K $109M
SFBS
Servis First Bancshares, Inc.

Financial Services
113K
+ 13.48%
$77.34 - $99.0 $8.7M - $11.1M
947K $80.3M
CSCO
Cisco Systems, Inc.

Technology
11.5K
+ 0.75%
$52.45 - $60.02 $603K - $691K
1.54M $91.1M
DIS
Walt Disney CO

Communication Services
6.45K
+ 1.36%
$92.39 - $117.6 $596K - $758K
480K $53.5M
HON
Honeywell International Inc

Industrials
5.31K
+ 1.63%
$202.84 - $236.0 $1.08M - $1.25M
332K $74.9M
IVV
Ishares Core S&P 500 ETF

ETFs
6.82K
+ 6.06%
$570.51 - $610.59 $3.89M - $4.16M
119K $70.2M
NVDA
Nvidia Corp

Technology
10.3K
+ 7.3%
$117.0 - $148.88 $1.21M - $1.54M
152K $20.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.67K
+ 10.96%
$481.22 - $538.17 $1.77M - $1.98M
37.2K $19M
MS
Morgan Stanley

Financial Services
526
+ 0.53%
$104.42 - $134.99 $54.9K - $71K
99.4K $12.5M
DE
Deere & CO

Industrials
1.29K
+ 1.13%
$389.45 - $466.0 $503K - $602K
115K $48.9M
NOW
Service Now, Inc.

Technology
32
+ 0.48%
$867.18 - $1148.42 $27.7K - $36.7K
6.72K $7.12M
PANW
Palo Alto Networks Inc

Technology
195K
+ 90.1%
$181.96 - $405.9 $35.5M - $79.1M
411K $74.9M
NKE
Nike, Inc.

Consumer Cyclical
105K
+ 18.52%
$73.36 - $89.13 $7.69M - $9.34M
671K $50.7M
MSTR
Microstrategy Inc

Technology
706
+ 18.01%
$162.69 - $473.83 $115K - $335K
4.63K $1.34M
WFC
Wells Fargo & Company

Financial Services
603
+ 1.33%
$54.98 - $77.35 $33.2K - $46.6K
46K $3.23M
CRM
Salesforce, Inc.

Technology
470
+ 5.94%
$270.87 - $367.87 $127K - $173K
8.38K $2.8M
AIT
Applied Industrial Technologies Inc

Industrials
2.41K
+ 160.6%
$220.05 - $280.49 $530K - $676K
3.91K $936K
MA
Mastercard Inc

Financial Services
127
+ 0.8%
$491.3 - $536.15 $62.4K - $68.1K
16K $8.44M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.21K
+ 4.81%
$87.25 - $95.52 $454K - $497K
113K $10M
TSLA
Tesla, Inc.

Consumer Cyclical
324
+ 13.2%
$213.65 - $479.86 $69.2K - $155K
2.78K $1.12M
VV
Vanguard Large Cap ETF

ETFs
457
+ 1.14%
$260.27 - $280.65 $119K - $128K
40.4K $10.9M
SNV
Synovus Financial Corp

Financial Services
29
+ 0.05%
$42.5 - $58.73 $1.23K - $1.7K
53.5K $2.74M
CAT
Caterpillar Inc

Industrials
1.49K
+ 22.69%
$360.37 - $416.88 $537K - $622K
8.06K $2.92M
VUG
Vanguard Growth ETF

ETFs
278
+ 3.24%
$378.79 - $428.11 $105K - $119K
8.86K $3.64M
TT
Trane Technologies PLC

Industrials
1.63K
+ 11.88%
$369.35 - $419.14 $603K - $684K
15.4K $5.68M
PH
Parker Hannifin Corp

Industrials
497
+ 28.86%
$621.74 - $709.46 $309K - $353K
2.22K $1.41M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
34
+ 0.52%
$338.38 - $446.21 $11.5K - $15.2K
6.62K $2.88M
IWF
Ishares Russell 1000 Gr ETF

ETFs
27
+ 0.23%
$370.24 - $418.94 $10K - $11.3K
11.6K $4.64M
GPN
Global Payments Inc

Industrials
208
+ 0.81%
$97.57 - $119.38 $20.3K - $24.8K
25.9K $2.9M
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.58K
+ 44.75%
$54.89 - $64.32 $197K - $230K
11.6K $699K
UL
Unilever PLC

Consumer Defensive
5.12K
+ 155.15%
$56.7 - $64.64 $290K - $331K
8.42K $477K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.82K
+ 33.99%
$55.73 - $66.16 $213K - $253K
15.1K $909K
BAC
Bank Of America Corp

Financial Services
2.55K
+ 7.55%
$39.22 - $47.77 $100K - $122K
36.3K $1.6M
IBM
International Business Machines Corp

Technology
1.19K
+ 8.93%
$204.9 - $238.04 $244K - $283K
14.5K $3.19M
ADP
Automatic Data Processing Inc

Industrials
750
+ 49.47%
$280.08 - $307.97 $210K - $231K
2.27K $663K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.85K
+ 9.34%
$96.64 - $101.23 $469K - $491K
56.8K $5.5M
TPL
Texas Pacific Land Corp

Energy
1
+ 0.1%
$915.49 - $1730.0 $915 - $1.73K
1.01K $1.11M
MPC
Marathon Petroleum Corp

Energy
1.7K
+ 115.26%
$131.65 - $174.84 $224K - $297K
3.17K $442K
EQT
Eqt Corp

Energy
2.47K
+ 27.44%
$35.62 - $46.89 $88K - $116K
11.5K $529K
EMR
Emerson Electric CO

Industrials
470
+ 5.12%
$108.13 - $134.33 $50.8K - $63.1K
9.66K $1.2M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.17K
+ 60.77%
$125.36 - $147.37 $147K - $173K
3.11K $408K
BMY
Bristol Myers Squibb CO

Healthcare
523
+ 1.93%
$51.92 - $59.94 $27.2K - $31.3K
27.7K $1.56M
KMI
Kinder Morgan, Inc.

Energy
980
+ 3.94%
$22.59 - $28.54 $22.1K - $28K
25.8K $708K
COF
Capital One Financial Corp

Financial Services
248
+ 6.84%
$145.19 - $192.01 $36K - $47.6K
3.87K $690K
ENB
Enbridge Inc

Energy
2K
+ 5.91%
$40.4 - $43.92 $80.8K - $87.8K
35.8K $1.52M
IVE
Ishares S&P 500 Value ETF

ETFs
1.92K
+ 5.48%
$189.5 - $206.17 $364K - $396K
37K $7.07M
SYY
Sysco Corp

Consumer Defensive
1.9K
+ 67.25%
$73.63 - $81.77 $140K - $155K
4.72K $361K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
42
+ 1.68%
$1146.59 - $1270.6 $48.2K - $53.4K
2.54K $3.01M
Activity Summary
Buys All Purchases 206 New Holdings 37 Increased Positions 169 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 1 Puts 0
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