BRAUN STACEY ASSOCIATES INC Q1 2025 Filing

Filed April 29, 2025

Portfolio Value

$2.4B

Holdings

116

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (116 positions)

StockValue
AAPLAPPLE INC
$138.3M
NVDANVIDIA CORPORATION
$127.6M
MSFTMICROSOFT CORP
$121.9M
AMZNAMAZON.COM INC
$89.0M
METAMETA PLATFORMS INC CL A
$73.7M
GOOGLALPHABET INC CAP STOCK CL A
$51.1M
JPMJPMORGAN CHASE & CO
$46.5M
HWMHOWMET AEROSPACE INC
$45.4M
XOMEXXON MOBILE CORP
$45.4M
HTDCORCEPT THERAPEUTICS INC
$41.9M
BRK/BBERKSHIRE HATHAWAY INC CL B NE
$41.7M
LLYELI LILLY & CO
$41.6M
AVGOBROADCOM INC
$41.5M
APPAPPLOVIN CORP CL A
$36.5M
WELLWELLTOWER INC
$35.9M
MAMASTERCARD INCORPORATED CL A
$35.3M
TMUST-MOBILE US INC
$35.3M
TRVTRAVELERS COMPANIES INC
$31.6M
GOOGALPHABET INC CAP STOCK CL C
$31.0M
WFCWELLS FARGO CO
$30.0M
NDAQNASDAQ INC
$29.4M
VRTVERTIV HOLDINGS CO CL A
$28.8M
AZOAUTOZONE INC
$28.7M
BACBANK OF AMERICA CORP
$28.3M
TJXTJX COS INC
$28.0M
AXPAMERICAN EXPRESS CO
$27.8M
FWONALIBERTY MEDIA CORP LBTY ONE S
$27.5M
ETRENTERGY CORP
$27.4M
BSXBOSTON SCIENTIFIC CORP
$26.7M
NOWSERVICENOW INC
$26.4M
PWRQUANTA SERVICES INC
$26.0M
BRBRBELLRING BRANDS INC COMMON STO
$25.6M
EVREVERCORE INC CLASS A
$25.6M
TRGPTARGA RESOURCES CORP
$25.2M
TXRHTEXAS ROADHOUSE INC
$25.0M
PANWPALO ALTO NETWORKS INC
$24.7M
POSTPOST HOLDINGS INC
$24.4M
MCKMCKESSON CORP
$24.2M
WECWEC ENERGY GROUP INC
$24.2M
MMM3M CO
$23.4M
RTXRTX CORPORATION
$23.3M
ACGLARCH CAPITAL GROUP LTD
$23.3M
CLCOLGATE PALMOLIVE CO
$23.2M
LTHLIFE TIME GROUP HOLDINGS INC C
$23.0M
BLKBLACKROCK INC
$22.9M
ITRIITRON INC
$22.8M
KOCOCA-COLA CO
$22.5M
COSTCOSTCO WHOLESALE CORP
$22.1M
PGPROCTER AND GAMBLE CO
$21.9M
LRCXLAM RESEARCH CORP NEW
$21.8M
VRTXVERTEX PHARMACEUTICALS INC
$21.7M
BMYBRISTOL-MYERS SQUIBB CO
$21.2M
UNHUNITEDHEALTH GROUP INC
$21.2M
MUMICRON TECHNOLOGY INC
$20.2M
TGTXTG THERAPEUTICS INC
$19.8M
HDHOME DEPOT INC
$19.7M
LDOSLEIDOS HOLDINGS INC
$19.5M
VICIVICI PROPERTIES INC
$19.4M
AEEAMEREN CORP
$18.8M
COPCONOCOPHILLIPS
$18.6M
VOOVANGUARD S&P 500 ETF
$17.1M
GEHCGE HEALTHCARE TECHNOLOGIES INC
$16.9M
ABBVABBVIE INC
$16.5M
NUENUCOR CORP
$15.8M
MRVLMARVELL TECHNOLOGY INC
$15.5M
TECK/BTECK RESOURCES LTD CL B
$15.3M
TTDTHE TRADE DESK INC CL A
$14.0M
SNSHARKNINJA INC
$13.6M
ANETARISTA NETWORKS INC
$13.5M
GTLSCHART INDUSTRIES INC
$13.0M
REGNREGENERON PHARMACEUTICALS
$13.0M
AMGNAMGEN INC
$13.0M
LINLINDE PLC
$12.9M
OLLIOLLIES BARGAIN OUTLET HOLDINGS
$12.5M
EHCENCOMPASS HEALTH CORP
$12.5M
CATCATERPILLAR INC
$11.6M
GEVGE VERNOVA INC
$11.0M
TEAMATLASSIAN CORPORATION CL A
$11.0M
METMETLIFE INC
$10.8M
ALKTALKAMI TECHNOLOGY INC
$9.2M
CSCOCISCO SYSTEMS INC
$8.8M
KDKYNDRYL HOLDINGS INC COMMON ST
$7.1M
TKOTKO GROUP HOLDINGS INC CL A
$6.5M
CELHCELSIUS HOLDINGS INC NEW
$5.9M
TMOTHERMO FISHER SCIENTIFIC INC
$5.0M
DEDEERE & CO
$4.9M
SRPTSAREPTA THERAPEUTICS INC
$4.2M
GSGOLDMAN SACHS GROUP INC
$4.2M
PEPPEPSICO INC
$3.8M
SPYSPDR S&P 500 ETF TRUST
$3.7M
MCDMCDONALDS CORP
$3.2M
NYTNEW YORK TIMES CO CL A
$3.0M
SHWSHERWIN WILLIAMS CO
$2.6M
DKNGDRAFTKINGS INC CL A
$2.5M
VRRMVERRA MOBILITY CORP CL A STOC
$1.6M
VVISA INC CL A
$1.6M
EXEEXPAND ENERGY CORPORATION
$1.5M
VFIAXVANGUARD INDEX FUNDS 500 INDEX
$1.2M
MDYSPDR S&P MIDCAP 400 ETF TRUST
$1.1M
QSRRESTAURANT BRANDS INTL INC
$1.1M
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