StockDriftsStockDriftsTop 50 Stonegate Investment Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.86% | 991.4K | $252.4M | -0.53%(-5.32K) | $159.21(+71.72%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 5.26% | 437.4K | $226.5M | -1.13%(-4.98K) | $323.36(+50.83%) | 2025-09-30 | |
| GOOGL | ALPHABET INC | 4.71% | 835.1K | $203.0M | -3.89%(-33.82K) | $134.98(+132.26%) | 2025-09-30 | |
| WMT | WALMART INC | 4.54% | 1.90M | $195.4M | -2.53%(-49.26K) | $48.06(+132.48%) | 2025-09-30 | |
| JPM | JPMORGAN CHASE & CO. | 4.24% | 579.5K | $182.8M | -1.80%(-10.62K) | $154.85(+111.76%) | 2025-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 3.43% | 293.4K | $147.5M | -1.31%(-3.88K) | $303.72(+64.07%) | 2025-09-30 | |
| AMZN | AMAZON COM INC | 3.16% | 619.0K | $135.9M | +0.03%(+201) | $149.42(+55.61%) | 2025-09-30 | |
| CVX | CHEVRON CORP NEW | 2.86% | 793.0K | $123.1M | -0.53%(-4.22K) | $118.46(+26.65%) | 2025-09-30 | |
| PSX | PHILLIPS 66 | 2.79% | 883.6K | $120.2M | -0.69%(-6.13K) | $94.39(+35.35%) | 2025-09-30 | |
| V | VISA INC | 2.77% | 349.9K | $119.4M | -0.04%(-150) | $216.40(+64.05%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.66% | +75.69% |
| Top 20 Holdings Unweighted | +19.45% | +70.44% |
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