Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 8 | Q3 2023 | 7.2% |
MICROSOFT CORP | 8 | Q3 2023 | 6.4% |
CHEVRON CORP NEW | 8 | Q3 2023 | 5.8% |
EXXON MOBIL CORP | 8 | Q3 2023 | 4.6% |
WALMART INC | 8 | Q3 2023 | 3.7% |
ALPHABET INC | 8 | Q3 2023 | 4.0% |
JOHNSON &JOHNSON | 8 | Q3 2023 | 3.8% |
JPMORGAN CHASE &CO | 8 | Q3 2023 | 3.7% |
HOME DEPOT INC | 8 | Q3 2023 | 3.6% |
BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 3.5% |
View Stonegate Investment Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-22 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-26 |
13F-HR | 2023-04-20 |
13F-HR | 2023-01-24 |
13F-HR | 2022-10-28 |
13F-HR | 2022-08-09 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-11 |
View Stonegate Investment Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.