Braun Stacey Associates Inc Top Holdings and 13F Report (2024) → Top 5 Tech Stocks to Buy for 2024 (From Daily Market Alerts) (Ad) About Braun Stacey Associates IncInvestment ActivityBraun Stacey Associates Inc has $2.53 million in total holdings as of March 31, 2024.Braun Stacey Associates Inc owns shares of 113 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 4.81% of the portfolio was purchased this quarter.About 1,385.67% of the portfolio was sold this quarter.This quarter, Braun Stacey Associates Inc has purchased 115 new stocks and bought additional shares in 36 stocks.Braun Stacey Associates Inc sold shares of 65 stocks and completely divested from 5 stocks this quarter.Largest Holdings Microsoft $145,093NVIDIA $118,236Apple $109,121Amazon.com $92,507Meta Platforms $70,347 Largest New Holdings this Quarter Evercore $23,030 HoldingAPPLOVIN CORP COM CL A $18,260 HoldingIQVIA $14,956 Holding Largest Purchases this Quarter Evercore 119,578 shares (about $23.03K)APPLOVIN CORP COM CL A 263,795 shares (about $18.26K)IQVIA 59,141 shares (about $14.96K)Leidos 77,087 shares (about $10.11K)Danaher 29,589 shares (about $7.39K) Largest Sales this Quarter Super Micro Computer 19,135 shares (about $19.33K)Morgan Stanley 192,278 shares (about $18.10K)Vertiv 199,640 shares (about $16.30K)Celsius 157,039 shares (about $13.02K)Boeing 37,107 shares (about $7.16K) 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 PortfolioSectorMSFTMicrosoft$145,093$3,057 ▼-2.1%344,8685.7%Computer and TechnologyNVDANVIDIA$118,236$2,900 ▼-2.4%130,8554.7%Computer and TechnologyAAPLApple$109,121$3,547 ▼-3.1%636,3494.3%Computer and TechnologyAMZNAmazon.com$92,507$847 ▼-0.9%512,8423.7%Retail/WholesaleMETAMeta Platforms$70,347$541 ▲0.8%144,8732.8%Computer and TechnologyLLYEli Lilly and Company$51,582$233 ▼-0.5%66,3042.0%MedicalGOOGLAlphabet$49,239$94 ▼-0.2%326,2361.9%Computer and TechnologyVRTVertiv$48,194$16,305 ▼-25.3%590,1011.9%Computer and TechnologyCELHCelsius$42,667$13,022 ▼-23.4%514,5491.7%Consumer StaplesJPMJPMorgan Chase & Co.$39,387$76 ▼-0.2%196,6431.6%FinanceAVGOBroadcom$39,131$3,313 ▼-7.8%29,5241.5%Computer and TechnologyGOOGAlphabet$37,647$394 ▼-1.0%247,2561.5%Computer and TechnologyLRCXLam Research$35,962$1,059 ▼-2.9%37,0141.4%Computer and TechnologyPWRQuanta Services$35,642$1,601 ▼-4.3%137,1911.4%ConstructionUBERUber Technologies$32,796$5,889 ▼-15.2%425,9721.3%Computer and TechnologyANETArista Networks$32,446$3,368 ▼-9.4%111,8921.3%Computer and TechnologyMCKMcKesson$31,947$245 ▲0.8%59,5091.3%MedicalMAMastercard$31,776$817 ▼-2.5%65,9851.3%Business ServicesHWMHowmet Aerospace$31,454$724 ▼-2.2%459,6651.2%ConstructionBRK.BBerkshire Hathaway$31,086$452 ▼-1.4%73,9221.2%FinanceMUMicron Technology$30,951$2,275 ▲7.9%262,5421.2%Computer and TechnologySMCISuper Micro Computer$30,548$19,327 ▼-38.8%30,2451.2%Computer and TechnologyELFe.l.f. Beauty$29,692$4,001 ▼-11.9%151,4651.2%Consumer StaplesMRKMerck & Co., Inc.$29,230$845 ▲3.0%221,5241.2%MedicalNOWServiceNow$28,568$1,575 ▼-5.2%37,4721.1%Computer and TechnologyXOMExxon Mobil$28,564$1,585 ▲5.9%245,7351.1%Oils/EnergyGEHCGE HealthCare Technologies$28,276$1,859 ▲7.0%311,0361.1%MedicalEQIXEquinix$26,922$343 ▲1.3%32,6201.1%FinanceNUENucor$26,839$273 ▲1.0%135,6191.1%Basic MaterialsCRMSalesforce$26,829$783 ▼-2.8%89,0801.1%Computer and TechnologyMANHManhattan Associates$26,786$1,022 ▼-3.7%107,0461.1%Computer and TechnologyTRVTravelers Companies$26,648$324 ▼-1.2%115,7881.1%FinanceTXRHTexas Roadhouse$26,289$750 ▼-2.8%170,1901.0%Retail/WholesaleBACBank of America$25,665$745 ▲3.0%676,8031.0%FinancePANWPalo Alto Networks$25,226$6,900 ▼-21.5%88,7841.0%Computer and TechnologyAXPAmerican Express$25,141$1,004 ▼-3.8%110,4191.0%FinanceMARMarriott International$24,888$3,303 ▼-11.7%98,6411.0%Consumer DiscretionaryVRTXVertex Pharmaceuticals$24,880$336 ▼-1.3%59,5221.0%MedicalTTDTrade Desk$24,667$68 ▼-0.3%282,1661.0%Computer and TechnologyWFCWells Fargo & Company$24,445$184 ▲0.8%421,7551.0%FinanceLDOSLeidos$24,366$10,106 ▲70.9%185,8681.0%AerospaceACGLArch Capital Group$24,260$212 ▼-0.9%262,4441.0%FinanceQSRRestaurant Brands International$24,211$487 ▼-2.0%304,7361.0%Retail/WholesaleNDAQNasdaq$24,116$1,053 ▲4.6%382,1811.0%FinanceITRIItron$23,638$3,637 ▲18.2%255,4970.9%Computer and TechnologyCOPConocoPhillips$23,637$269 ▼-1.1%185,7080.9%Oils/EnergyEVREvercore$23,030$23,030 ▲New Holding119,5780.9%FinanceCDNSCadence Design Systems$22,829$1,287 ▲6.0%73,3380.9%Computer and TechnologyREGNRegeneron Pharmaceuticals$22,513$1,831 ▲8.9%23,3910.9%MedicalDHRDanaher$22,310$7,389 ▲49.5%89,3430.9%Multi-Sector ConglomeratesBLKBlackRock$22,295$942 ▼-4.1%26,7430.9%FinancePXDPioneer Natural Resources$22,258$783 ▼-3.4%84,7940.9%Oils/EnergyTMUST-Mobile US$21,606$2,929 ▲15.7%132,3750.9%Computer and TechnologyAZOAutoZone$21,466$602 ▲2.9%6,8110.8%Retail/WholesaleCVXChevron$20,839$134 ▲0.6%132,1080.8%Oils/EnergyUNHUnitedHealth Group$20,506$394 ▼-1.9%41,4520.8%MedicalVICIVICI Properties$19,509$251 ▲1.3%654,8720.8%FinanceSTZConstellation Brands$19,371$1,616 ▲9.1%71,2800.8%Consumer StaplesPGProcter & Gamble$19,288$2 ▼0.0%118,8840.8%Consumer StaplesCOSTCostco Wholesale$18,588$967 ▼-4.9%25,3720.7%Retail/WholesaleTECKTeck Resources$18,498$1,065 ▼-5.4%404,0700.7%Basic MaterialsAPPLOVIN CORP COM CL A$18,260$18,260 ▲New Holding263,7950.7%COMTJXTJX Companies$18,186$1,307 ▲7.7%179,3150.7%Retail/WholesaleNEENextEra Energy$18,140$949 ▲5.5%283,8280.7%UtilitiesBABoeing$17,698$7,161 ▼-28.8%91,7030.7%AerospaceEXPEExpedia Group$17,607$579 ▼-3.2%127,8250.7%Retail/WholesalePEPPepsiCo$17,265$352 ▼-2.0%98,6510.7%Consumer StaplesFWONKFormula One Group$17,074$5,054 ▲42.0%260,2860.7%Consumer DiscretionaryETNEaton$16,467$5,760 ▲53.8%52,6650.7%Industrial ProductsHDHome Depot$16,342$989 ▲6.4%42,6010.6%Retail/WholesaleTMOThermo Fisher Scientific$16,206$2,026 ▲14.3%27,8830.6%MedicalZTSZoetis$16,187$689 ▲4.4%95,6610.6%MedicalLULULululemon Athletica$16,130$3,847 ▼-19.3%41,2900.6%Consumer DiscretionaryAWKAmerican Water Works$15,859$3,005 ▲23.4%129,7670.6%UtilitiesAMGNAmgen$15,548$2,621 ▲20.3%54,6850.6%MedicalVOOVanguard S&P 500 ETF$15,190$1,402 ▼-8.4%31,6000.6%ETFIQVIQVIA$14,956$14,956 ▲New Holding59,1410.6%MedicalAEEAmeren$14,797$2,922 ▲24.6%200,0620.6%UtilitiesGPNGlobal Payments$14,287$850 ▼-5.6%106,8950.6%Business ServicesFDXFedEx$14,234$2,676 ▼-15.8%49,1260.6%TransportationAMEAMETEK$12,659$257 ▼-2.0%69,2120.5%Computer and TechnologyLINDE PLC SHS$11,714$10 ▼-0.1%25,2280.5%COMJAZZJazz Pharmaceuticals$11,354$450 ▼-3.8%94,2890.4%MedicalMETMetLife$11,263$1,038 ▼-8.4%151,9780.4%FinanceDEDeere & Company$9,933$372 ▼-3.6%24,1830.4%Industrial ProductsCMCSAComcast$6,855$139 ▲2.1%158,1400.3%Consumer DiscretionaryLWLamb Weston$5,576$2,728 ▼-32.8%52,3420.2%Consumer StaplesMSMorgan Stanley$5,281$18,104 ▼-77.4%56,0880.2%FinanceAZNAstraZeneca$4,595$2,959 ▼-39.2%67,8280.2%MedicalSPYSPDR S&P 500 ETF Trust$4,369$59 ▼-1.3%8,3530.2%FinanceTKO GROUP HOLDINGS INC CL A$3,941$6,579 ▼-62.5%45,6130.2%COMKOCoca-Cola$3,794$48 ▼-1.3%62,0160.2%Consumer StaplesVRRMVerra Mobility$3,482$213 ▲6.5%139,4450.1%Industrial ProductsCHKChesapeake Energy$1,7650.0%19,8750.1%Oils/EnergyMCDMcDonald's$1,621$141 ▼-8.0%5,7500.1%Retail/WholesaleBAXBaxter International$1,611$2 ▼-0.1%37,7000.1%MedicalHONHoneywell International$1,5960.0%7,7750.1%Multi-Sector ConglomeratesMDYSPDR S&P MidCap 400 ETF Trust$1,284$16 ▼-1.2%2,3070.1%ETFVANGUARD INDEX FDS 500INDEX AD$1,197$4 ▲0.3%2,4700.0%MUTUAL FUNDSVVisa$1,1720.0%4,2000.0%Business ServicesShowing largest 100 holdings. 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