Stonegate Investment Group, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Birmingham, AL
CIK
0001904154
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 411 3,798,147 AAPL, MSFT, WMT, JPM 13F-HR 10/17/2024 000195175724001063
Q2 2024 393 3,460,103 AAPL, MSFT, GOOGL, JPM 13F-HR 8/2/2024 000195175724000631
Q1 2024 370 3,188,449 MSFT, AAPL, JPM, GOOGL 13F-HR 4/22/2024 000195175724000359
Q4 2023 346 3,023,083 AAPL, MSFT, JPM, GOOGL 13F-HR 1/23/2024 000195175724000107
Q3 2023 334 2,752,031 AAPL, MSFT, CVX, XOM 13F-HR 10/24/2023 000195175723000599
Q2 2023 348 2,811,909 AAPL, MSFT, CVX, XOM 13F-HR 7/26/2023 000195175723000427
Q1 2023 345 2,665,829 AAPL, MSFT, CVX, XOM 13F-HR 4/20/2023 000195175723000199
Q4 2022 339 2,315,553 CVX, AAPL, MSFT, XOM 13F-HR 1/24/2023 000195175723000045
Q3 2022 325 2,180,912 AAPL, MSFT, CVX, XOM 13F-HR 10/28/2022 000190415422000004
Q2 2022 324 2,283,260 AAPL, MSFT, CVX, JNJ 13F-HR 8/8/2022 000190415422000003
Q1 2022 299 3,044,554 DIV, AAPL, MSFT, CVX 13F-HR 5/16/2022 000190415422000002
Q4 2021 287 2,382,001 AAPL, MSFT, GOOGL, HD 13F-HR 2/11/2022 000190415422000001