Stonegate Investment Group, LLC — 13F holdings

Stonegate Investment Group, LLC reported 448 holdings worth $4.31B in its 13F filing for Q3 2025, filed November 3, 2025.

Largest positions

1. AAPL APPLE INC — $252M (5.9%)
2. MSFT MICROSOFT CORP — $227M (5.3%)
3. GOOGL ALPHABET INC — $203M (4.7%)
4. WMT WALMART INC — $195M (4.5%)
5. JPM JPMorgan Chase & Co. — $183M (4.2%)
6. BRK.B BERKSHIRE HATHAWAY INC DEL — $148M (3.4%)
7. AMZN AMAZON COM INC — $136M (3.2%)
8. CVX CHEVRON CORP NEW — $123M (2.9%)
9. PSX PHILLIPS 66 — $120M (2.8%)
10. V Visa Inc — $119M (2.8%)