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
ET
Energy Transfer LP

Energy
482
+ 1.42%
$16.05 - $19.86 $7.74K - $9.57K
34.3K $672K
MET
Metlife Inc

Financial Services
1.6K
+ 24.88%
$78.15 - $88.25 $125K - $141K
8.02K $656K
AMP
Ameriprise Financial Inc

Financial Services
9
+ 0.49%
$473.15 - $574.01 $4.26K - $5.17K
1.86K $990K
C
Citigroup Inc

Financial Services
405
+ 3.46%
$61.31 - $72.5 $24.8K - $29.4K
12.1K $853K
AJG
Arthur J. Gallagher & Co.

Financial Services
393
+ 35.66%
$278.49 - $315.16 $109K - $124K
1.5K $424K
SLB
Schlumberger Limited

Energy
5.05K
+ 22.31%
$36.83 - $45.59 $186K - $230K
27.7K $1.06M
FCNCA
First Citizens Bancshares Inc

Financial Services
12
+ 4.49%
$1818.92 - $2353.08 $21.8K - $28.2K
279 $589K
SONY
Sony Group Corp

Technology
13.9K
+ 534.0%
$17.53 - $96.8 $243K - $1.34M
16.5K $348K
T
At&T Inc.

Communication Services
2.43K
+ 4.45%
$21.22 - $23.88 $51.5K - $57.9K
57K $1.3M
CTVA
Corteva, Inc.

Basic Materials
1.9K
+ 25.3%
$55.21 - $64.13 $105K - $122K
9.4K $535K
VO
Vanguard Mid Cap ETF

ETFs
259
+ 2.73%
$261.5 - $284.63 $67.7K - $73.7K
9.75K $2.58M
MO
Altria Group, Inc.

Consumer Defensive
209
+ 0.45%
$49.06 - $57.74 $10.3K - $12.1K
47.1K $2.46M
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 8.33%
$4100.99 - $5300.34 $20.5K - $26.5K
65 $322K
PM
Philip Morris International Inc.

Consumer Defensive
694
+ 5.39%
$118.38 - $133.06 $82.2K - $92.3K
13.6K $1.63M
TFC
Truist Financial Corp

Financial Services
1.47K
+ 30.66%
$41.51 - $48.1 $61.1K - $70.9K
6.28K $272K
BA
Boeing CO

Industrials
177
+ 13.27%
$138.14 - $180.72 $24.5K - $32K
1.51K $267K
EA
Electronic Arts Inc.

Communication Services
391
+ 25.26%
$140.69 - $167.97 $55K - $65.7K
1.94K $283K
PNC
Pnc Financial Services Group, Inc.

Financial Services
186
+ 7.05%
$178.39 - $215.0 $33.2K - $40K
2.83K $544K
SPY
Spdr S&P 500 ETF Trust

ETFs
12
+ 0.3%
$567.81 - $607.81 $6.81K - $7.29K
3.97K $2.32M
BSX
Boston Scientific Corp

Healthcare
126
+ 1.64%
$83.62 - $91.5 $10.5K - $11.5K
7.83K $699K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
58
+ 2.89%
$193.7 - $235.05 $11.2K - $13.6K
2.07K $472K
CAG
Conagra Brands Inc.

Consumer Defensive
6.17K
+ 24.56%
$26.48 - $32.72 $163K - $202K
31.3K $867K
BP
Bp PLC

Energy
3.03K
+ 14.05%
$28.16 - $33.14 $85.4K - $101K
24.6K $727K
BDX
Becton Dickinson & CO

Healthcare
559
+ 10.1%
$220.02 - $243.75 $123K - $136K
6.1K $1.38M
HLN
Haleon PLC

Healthcare
8.72K
+ 23.13%
$9.23 - $10.71 $80.5K - $93.4K
46.4K $443K
ABBV
Abb Vie Inc.

Healthcare
4K
+ 11.87%
$164.99 - $203.87 $659K - $815K
37.7K $6.69M
CAH
Cardinal Health Inc

Healthcare
54
+ 1.39%
$107.89 - $125.33 $5.83K - $6.77K
3.94K $465K
ALL
Allstate Corp

Financial Services
139
+ 5.76%
$181.25 - $208.2 $25.2K - $28.9K
2.55K $492K
EPD
Enterprise Products Partners L.P.

Energy
55
+ 0.44%
$28.66 - $34.43 $1.58K - $1.89K
12.5K $393K
CPRT
Copart Inc

Consumer Cyclical
27
+ 0.48%
$51.36 - $63.8 $1.39K - $1.72K
5.7K $327K
PEP
Pepsico Inc

Consumer Defensive
2.9K
+ 12.68%
$151.29 - $176.1 $439K - $511K
25.8K $3.92M
PCG
Pg&E Corp

Utilities
1.19K
+ 8.97%
$19.2 - $21.63 $22.8K - $25.7K
14.5K $291K
VTWO
Vanguard Russell 2000 ETF

ETFs
315
+ 2.64%
$87.42 - $98.06 $27.5K - $30.9K
12.3K $1.1M
MKSI
Mks Instruments Inc

Technology
334
+ 16.08%
$98.56 - $117.93 $32.9K - $39.4K
2.41K $251K
ESE
Esco Technologies Inc

Technology
135
+ 8.4%
$120.68 - $151.38 $16.3K - $20.4K
1.74K $232K
ODFL
Old Dominion Freight Line, Inc.

Industrials
276
+ 23.92%
$176.4 - $231.84 $48.7K - $64K
1.43K $252K
MORN
Morningstar, Inc.

Financial Services
24
+ 3.14%
$312.56 - $358.78 $7.5K - $8.61K
788 $265K
VIG
Vanguard Dividend Appreciation

ETFs
124
+ 0.84%
N/A
14.8K $2.7M
CTSH
Cognizant Technology Solutions Corp

Technology
271
+ 7.49%
$74.37 - $82.32 $20.2K - $22.3K
3.89K $299K
GWW
W.W. Grainger, Inc.

Industrials
6
+ 0.94%
$1023.06 - $1220.93 $6.14K - $7.33K
643 $677K
ABT
Abbott Laboratories

Healthcare
758
+ 0.96%
$111.93 - $119.39 $84.8K - $90.5K
79.6K $9M
SYK
Stryker Corp

Healthcare
42
+ 1.99%
$345.14 - $392.15 $14.5K - $16.5K
2.16K $776K
RIO
Rio Tinto PLC

Basic Materials
1.35K
+ 24.73%
$58.59 - $71.15 $79.2K - $96.2K
6.82K $401K
VTV
Vanguard Value ETF

ETFs
617
+ 3.55%
$168.32 - $181.87 $104K - $112K
18K $3.05M
MNST
Monster Beverage Corp

Consumer Defensive
166
+ 3.58%
$49.24 - $56.38 $8.17K - $9.36K
4.81K $252K
IWS
Ishares Russell Midcap Value E

ETFs
302
+ 2.68%
$128.08 - $140.32 $38.7K - $42.4K
11.6K $1.5M
CLX
Clorox CO

Consumer Defensive
12
+ 0.89%
$156.51 - $169.74 $1.88K - $2.04K
1.36K $220K
GAB
Gabelli Equity Trust Inc

Financial Services
1.26K
+ 2.85%
$5.36 - $5.83 $6.75K - $7.34K
45.5K $244K
Lumentum Hldgs Inc
12K
+ 92.31%
N/A
25K $0
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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