Braun Stacey Associates Inc Top Holdings and 13F Report (2025) About Braun Stacey Associates IncInvestment ActivityBraun Stacey Associates Inc has $2.68 billion in total holdings as of December 31, 2024.Braun Stacey Associates Inc owns shares of 116 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 8.54% of the portfolio was purchased this quarter.About 10.17% of the portfolio was sold this quarter.This quarter, Braun Stacey Associates Inc has purchased 114 new stocks and bought additional shares in 29 stocks.Braun Stacey Associates Inc sold shares of 69 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $159,278,817Apple $158,122,450Microsoft $138,207,742Amazon.com $107,741,771Meta Platforms $75,074,092 Largest New Holdings this Quarter ARISTA NETWORKS INC $36,831,801 HoldingBLACKROCK INC $24,616,992 HoldingLAM RESEARCH CORP NEW $21,671,528 HoldingBristol-Myers Squibb $19,712,178 HoldingChart Industries $16,631,324 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 333,229 shares (about $36.83M)BLACKROCK INC 24,014 shares (about $24.62M)LAM RESEARCH CORP NEW 300,035 shares (about $21.67M)Bristol-Myers Squibb 348,518 shares (about $19.71M)Chart Industries 87,148 shares (about $16.63M) Largest Sales this Quarter APPLOVIN CORP CL A 92,631 shares (about $30.00M)Uber Technologies 318,374 shares (about $19.20M)Vertiv 85,141 shares (about $9.67M)Restaurant Brands International 103,947 shares (about $6.78M)NVIDIA 45,844 shares (about $6.16M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBraun Stacey Associates Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$159,278,817$6,156,391 ▼-3.7%1,186,0815.9%Computer and TechnologyAAPLApple$158,122,450$3,118,480 ▼-1.9%631,4295.9%Computer and TechnologyMSFTMicrosoft$138,207,742$3,060,511 ▼-2.2%327,8955.2%Computer and TechnologyAMZNAmazon.com$107,741,771$446,020 ▼-0.4%491,0974.0%Retail/WholesaleMETAMeta Platforms$75,074,092$336,668 ▼-0.4%128,2202.8%Computer and TechnologyGOOGLAlphabet$63,135,336$325,596 ▲0.5%333,5202.4%Computer and TechnologyAPPLOVIN CORP CL A$59,866,452$29,996,697 ▼-33.4%184,8702.2%COMAVGOBroadcom$56,894,463$2,199,234 ▼-3.7%245,4042.1%Computer and TechnologyJPMJPMorgan Chase & Co.$46,877,927$1,080,373 ▼-2.3%195,5611.8%FinanceVRTVertiv$43,790,974$9,672,869 ▼-18.1%385,4501.6%Computer and TechnologyXOMExxon Mobil$41,647,554$2,711,625 ▼-6.1%387,1671.6%Oils/EnergyGOOGAlphabet$40,189,696$127,785 ▲0.3%211,0361.5%Computer and TechnologyLLYEli Lilly and Company$40,186,460$2,747,548 ▼-6.4%52,0551.5%MedicalHWMHowmet Aerospace$39,541,958$2,544,712 ▼-6.0%361,5431.5%AerospaceARISTA NETWORKS INC$36,831,801$36,831,801 ▲New Holding333,2291.4%COMEVREvercore$36,780,650$1,515,399 ▼-4.0%132,6911.4%FinanceNOWServiceNow$36,132,070$894,741 ▼-2.4%34,0831.3%Computer and TechnologyMAMastercard$34,621,451$330,159 ▼-0.9%65,7491.3%Business ServicesBRK.BBerkshire Hathaway$34,596,596$392,087 ▼-1.1%76,3251.3%FinancePWRQuanta Services$34,571,129$2,290,414 ▼-6.2%109,3851.3%ConstructionAXPAmerican Express$31,677,881$373,065 ▼-1.2%106,7351.2%FinanceWELLWelltower$31,302,575$675,521 ▼-2.1%248,3741.2%FinanceTMUST-Mobile US$30,869,090$634,157 ▼-2.0%139,8501.2%Computer and TechnologyNDAQNasdaq$30,029,987$45,226 ▼-0.2%388,4361.1%FinanceBACBank of America$29,879,056$163,714 ▼-0.5%679,8421.1%FinanceTTDTrade Desk$29,820,417$1,053,421 ▼-3.4%253,7261.1%Computer and TechnologyWFCWells Fargo & Company$28,791,376$1,617,978 ▲6.0%409,9001.1%FinanceTXRHTexas Roadhouse$28,423,860$473,629 ▼-1.6%157,5341.1%Retail/WholesaleTJXTJX Companies$28,191,618$976,870 ▲3.6%233,3551.1%Retail/WholesaleFWONKFormula One Group$28,116,009$586,260 ▼-2.0%303,4321.0%Consumer DiscretionaryMRVLMarvell Technology$28,005,039$2,835,914 ▲11.3%253,5541.0%Computer and TechnologyETREntergy$27,333,262$12,852,324 ▲88.8%360,5021.0%UtilitiesPANWPalo Alto Networks$27,297,093$13,372,240 ▲96.0%150,0171.0%Computer and TechnologyTRVTravelers Companies$27,031,712$83,830 ▲0.3%112,2161.0%FinanceBRBRBellRing Brands$25,811,936$2,633,811 ▲11.4%342,6061.0%MedicalLDOSLeidos$25,264,234$748,536 ▼-2.9%175,3730.9%AerospaceMANHManhattan Associates$25,216,365$1,530,639 ▼-5.7%93,3110.9%Computer and TechnologyBLACKROCK INC$24,616,992$24,616,992 ▲New Holding24,0140.9%COMAZOAutoZone$24,428,058$1,601,000 ▲7.0%7,6290.9%Retail/WholesaleMARMarriott International$23,958,157$1,602,510 ▲7.2%85,8900.9%Consumer DiscretionaryBSXBoston Scientific$23,914,805$313,781 ▼-1.3%267,7430.9%MedicalPOSTPost$23,642,972$811,064 ▲3.6%206,5610.9%Consumer StaplesITRIItron$23,536,778$178,071 ▼-0.8%216,7690.9%Computer and TechnologyTRGPTarga Resources$23,488,636$10,171,644 ▲76.4%131,5890.9%Oils/EnergyCLColgate-Palmolive$22,799,046$1,815,200 ▲8.7%250,7870.9%Consumer StaplesACGLArch Capital Group$22,743,127$373,740 ▼-1.6%246,2710.8%FinanceCOSTCostco Wholesale$22,642,864$1,780,313 ▼-7.3%24,7120.8%Retail/WholesaleMCKMcKesson$22,086,862$4,386,027 ▼-16.6%38,7550.8%MedicalWECWEC Energy Group$21,902,386$544,021 ▼-2.4%232,9050.8%UtilitiesLAM RESEARCH CORP NEW$21,671,528$21,671,528 ▲New Holding300,0350.8%COMPGProcter & Gamble$21,119,373$156,250 ▲0.7%125,9730.8%Consumer StaplesHDHome Depot$20,807,075$491,683 ▲2.4%53,4900.8%Retail/WholesaleUNHUnitedHealth Group$20,731,660$2,508,054 ▼-10.8%40,9830.8%MedicalBMYBristol-Myers Squibb$19,712,178$19,712,178 ▲New Holding348,5180.7%MedicalDHRDanaher$19,423,603$319,304 ▼-1.6%84,6160.7%MedicalMUMicron Technology$19,248,739$862,724 ▼-4.3%228,7160.7%Computer and TechnologyVICIVICI Properties$19,228,037$273,990 ▼-1.4%658,2690.7%FinanceKOCoca-Cola$19,207,210$307,564 ▼-1.6%308,5000.7%Consumer StaplesLTHLife Time Group$19,180,960$383,561 ▲2.0%867,1320.7%Consumer DiscretionaryMMM3M$18,407,718$2,866,185 ▲18.4%142,5960.7%Multi-Sector ConglomeratesVRTXVertex Pharmaceuticals$18,302,715$2,435,127 ▼-11.7%45,4500.7%MedicalONTOOnto Innovation$18,189,697$238,505 ▼-1.3%109,1360.7%Computer and TechnologyCOPConocoPhillips$17,525,620$15,471 ▲0.1%176,7230.7%Oils/EnergyTECKTeck Resources$17,402,123$46,164 ▼-0.3%429,3640.6%Basic MaterialsGEHCGE HealthCare Technologies$17,317,574$70,362 ▲0.4%221,5090.6%MedicalAEEAmeren$17,153,121$136,652 ▼-0.8%192,4290.6%UtilitiesETNEaton$16,830,455$129,097 ▼-0.8%50,7140.6%Industrial ProductsGTLSChart Industries$16,631,324$16,631,324 ▲New Holding87,1480.6%Industrial ProductsSNSharkNinja$16,442,157$8,232,178 ▲100.3%168,8800.6%Retail/WholesaleVOOVanguard S&P 500 ETF$15,620,641$532,344 ▼-3.3%28,9910.6%ETFREGNRegeneron Pharmaceuticals$15,309,396$465,864 ▼-3.0%21,4920.6%MedicalCORTCorcept Therapeutics$14,935,092$14,935,092 ▲New Holding296,3900.6%MedicalNUENucor$14,699,041$129,665 ▼-0.9%125,9450.5%Basic MaterialsTGTXTG Therapeutics$13,328,430$13,328,430 ▲New Holding442,8050.5%MedicalTMOThermo Fisher Scientific$12,827,311$143,583 ▼-1.1%24,6570.5%MedicalCATCaterpillar$12,637,470$349,338 ▲2.8%34,8370.5%Industrial ProductsSRPTSarepta Therapeutics$12,161,675$363,554 ▼-2.9%100,0220.5%MedicalGE VERNOVA INC$11,803,324$2,502,170 ▼-17.5%35,8840.4%COMLINDE PLC$11,597,190$4,187 ▲0.0%27,7000.4%COMDKNGDraftKings$11,249,652$300,204 ▲2.7%302,4100.4%Consumer DiscretionaryMETMetLife$10,938,840$197,331 ▲1.8%133,5960.4%FinanceAMGNAmgen$10,919,252$3,201,441 ▼-22.7%41,8940.4%MedicalDYDycom Industries$10,633,499$5,586,978 ▲110.7%61,0910.4%ConstructionVRRMVerra Mobility$10,438,845$198,034 ▼-1.9%431,7140.4%Industrial ProductsEHCEncompass Health$9,688,161$9,688,161 ▲New Holding104,9070.4%MedicalCELHCelsius$7,777,069$331,120 ▼-4.1%295,2570.3%Consumer StaplesTKO GROUP HOLDINGS INC CL A$5,867,153$254,377 ▼-4.2%41,2860.2%COMNYTNew York Times$4,992,063$2,736,841 ▼-35.4%95,9090.2%Consumer StaplesDEDeere & Company$4,592,061$1,159,243 ▼-20.2%10,8380.2%Industrial ProductsMSMorgan Stanley$4,452,877$208,067 ▼-4.5%35,4190.2%FinanceSPYSPDR S&P 500 ETF Trust$4,034,586$534,506 ▼-11.7%6,8840.2%FinancePEPPepsiCo$3,893,3440.0%25,6040.1%Consumer StaplesGSThe Goldman Sachs Group$3,830,255$114,524 ▼-2.9%6,6890.1%FinanceMCDMcDonald's$2,637,9990.0%9,1000.1%Retail/WholesaleSHWSherwin-Williams$1,699,650$1,699,650 ▲New Holding5,0000.1%Basic MaterialsVVisa$1,422,1800.0%4,5000.1%Business ServicesMDYSPDR S&P MidCap 400 ETF Trust$1,345,348$53,541 ▼-3.8%2,3620.1%ETFCHKChesapeake Energy$1,301,616$79,640 ▼-5.8%13,0750.0%Oils/EnergyVANGUARD INDEX FUNDS 500 INDEX$1,258,112$3,799 ▲0.3%2,3180.0%ETFQSRRestaurant Brands International$1,059,175$6,775,265 ▼-86.5%16,2500.0%Retail/WholesaleShowing largest 100 holdings. 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