Stonegate Investment Group, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.64 Billion distributed in 395 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $251M, Microsoft Corp with a value of $182M, Walmart Inc. with a value of $179M, Jpmorgan Chase & CO with a value of $171M, and Alphabet Inc. with a value of $161M.
Examining the 13F form we can see an decrease of $31M in the current position value, from $3.67B to 3.64B.
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
$3.64 Billion
Technology: $809 Million
Financial Services: $606 Million
Consumer Cyclical: $373 Million
Consumer Defensive: $338 Million
Industrials: $332 Million
Energy: $308 Million
Communication Services: $256 Million
Healthcare: $226 Million
Other: $389 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
