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
Technology: $730 Million
Financial Services: $650 Million
Energy: $349 Million
Consumer Cyclical: $345 Million
Consumer Defensive: $340 Million
Industrials: $308 Million
Communication Services: $257 Million
Healthcare: $247 Million
Other: $401 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
