• 13F History

Stonegate Investment Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$3.75B
Signature - Title
Harry Cowley - Chief Compliance Officer
Location
Birmingham, AL
Summary
This page shows a list of all the recent 13F filings made by Stonegate Investment Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Stonegate Investment Group, LLC reported 394 stock holdings with total value $3.75B as of Q4 2024. Top holdings included AAPL, MSFT, WMT, JPM, and GOOGL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 394 $3.75B +$146M -$157M -$10.3M AAPL, MSFT, WMT, JPM, GOOGL 13F-HR 1/22/2025, 05:05 PM
Q3 2024 404 $3.79B +$259M -$111M +$147M AAPL, MSFT, WMT, JPM, GOOGL 13F-HR 10/17/2024, 04:49 PM
Q2 2024 386 $3.45B +$364M -$114M +$250M AAPL, MSFT, GOOGL, JPM, WMT 13F-HR 8/2/2024, 06:45 AM
Q1 2024 364 $3.19B +$196M -$194M +$2.18M MSFT, AAPL, JPM, GOOGL, CVX 13F-HR 4/22/2024, 10:48 AM
Q4 2023 329 $3.02B +$97.1M -$59.5M +$37.6M AAPL, MSFT, JPM, GOOGL, CVX 13F-HR 1/23/2024, 12:17 PM
Q3 2023 330 $2.75B +$65.4M -$72.8M -$7.35M AAPL, MSFT, CVX, XOM, GOOGL 13F-HR 10/24/2023, 04:51 PM
Q2 2023 348 $2.81B +$45.1M -$20.5M +$24.5M AAPL, MSFT, CVX, XOM, JPM 13F-HR 7/26/2023, 09:36 AM
Q1 2023 345 $2.67B +$357M -$55M +$302M AAPL, MSFT, CVX, XOM, WMT 13F-HR 4/20/2023, 02:51 PM
Q4 2022 339 $2.32B +$110M -$129M -$19.6M CVX, AAPL, MSFT, XOM, JNJ 13F-HR 1/24/2023, 02:30 PM
Q3 2022 325 $2.18B +$122M -$22.7M +$98.9M AAPL, MSFT, CVX, XOM, JNJ 13F-HR 10/28/2022, 04:43 PM
Q2 2022 324 $2.28B +$328M -$82.6M +$245M AAPL, MSFT, CVX, JNJ, XOM 13F-HR 8/8/2022, 07:02 PM
Q1 2022 297 $3.04B +$737M -$21.1M +$716M DIV, AAPL, MSFT, CVX, GOOGL 13F-HR 5/13/2022, 06:14 PM
Q4 2021 286 $2.38B AAPL, MSFT, GOOGL, HD, CVX 13F-HR 2/11/2022, 07:53 AM