Stonegate Investment Group, LLC - Portfolio overview

Stonegate Investment Group, LLC has 396 reported holdings in this dataset, with the latest filing dated 2025-11-03.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.86%
2. MSFT - MICROSOFT CORP, 5.26%
3. GOOGL - ALPHABET INC, 4.72%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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