Braun Stacey Associates Inc Top Holdings and 13F Report (2025) About Braun Stacey Associates IncInvestment ActivityBraun Stacey Associates Inc has $2.45 billion in total holdings as of March 31, 2025.Braun Stacey Associates Inc owns shares of 116 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 4.78% of the portfolio was purchased this quarter.About 9.28% of the portfolio was sold this quarter.This quarter, Braun Stacey Associates Inc has purchased 116 new stocks and bought additional shares in 32 stocks.Braun Stacey Associates Inc sold shares of 69 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $138,252,823NVIDIA $127,561,418Microsoft $121,946,943Amazon.com $88,998,110Meta Platforms $73,740,651 Largest New Holdings this Quarter 75513E101 - RTX $23,349,784 Holding00287Y109 - AbbVie $16,482,938 Holding681116109 - Ollie's Bargain Outlet $12,547,099 Holding049468101 - Atlassian $10,952,583 Holding01644J108 - Alkami Technology $9,178,837 Holding Largest Purchases this Quarter RTX 176,278 shares (about $23.35M)AbbVie 78,670 shares (about $16.48M)Ollie's Bargain Outlet 107,830 shares (about $12.55M)Atlassian 51,612 shares (about $10.95M)Alkami Technology 349,670 shares (about $9.18M) Largest Sales this Quarter APPLOVIN CORP CL A 47,135 shares (about $12.49M)ARISTA NETWORKS INC 158,606 shares (about $12.29M)Dycom Industries 58,264 shares (about $8.88M)Verra Mobility 359,464 shares (about $8.09M)DraftKings 226,780 shares (about $7.53M) 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 PortfolioSectorAAPLApple$138,252,823$2,006,500 ▼-1.4%622,3965.7%Computer and TechnologyNVDANVIDIA$127,561,418$986,041 ▼-0.8%1,176,9835.2%Computer and TechnologyMSFTMicrosoft$121,946,943$1,141,561 ▼-0.9%324,8545.0%Computer and TechnologyAMZNAmazon.com$88,998,110$4,438,005 ▼-4.7%467,7713.6%Retail/WholesaleMETAMeta Platforms$73,740,651$160,228 ▼-0.2%127,9423.0%Computer and TechnologyGOOGLAlphabet$51,067,076$508,456 ▼-1.0%330,2322.1%Computer and TechnologyJPMJPMorgan Chase & Co.$46,520,900$1,450,214 ▼-3.0%189,6491.9%FinanceHWMHowmet Aerospace$45,426,516$1,476,457 ▼-3.1%350,1621.9%AerospaceXOMExxon Mobil$45,409,020$636,751 ▼-1.4%381,8131.9%EnergyCORTCorcept Therapeutics$41,875,222$8,021,556 ▲23.7%366,6191.7%MedicalBRK.BBerkshire Hathaway$41,658,408$1,009,239 ▲2.5%78,2201.7%FinanceLLYEli Lilly and Company$41,562,269$1,430,476 ▼-3.3%50,3231.7%MedicalAVGOBroadcom$41,531,011$443,020 ▲1.1%248,0501.7%Computer and TechnologyAPPLOVIN CORP CL A$36,495,643$12,489,361 ▼-25.5%137,7351.5%COMWELLWelltower$35,912,577$2,140,803 ▼-5.6%234,4011.5%FinanceMAMastercard$35,268,781$769,560 ▼-2.1%64,3451.4%Business ServicesTMUST-Mobile US$35,261,996$2,037,398 ▼-5.5%132,2111.4%Computer and TechnologyTRVTravelers Companies$31,643,168$1,966,525 ▲6.6%119,6521.3%FinanceGOOGAlphabet$30,959,005$2,011,149 ▼-6.1%198,1631.3%Computer and TechnologyWFCWells Fargo & Company$29,956,531$529,810 ▲1.8%417,2801.2%FinanceNDAQNasdaq$29,388,923$77,832 ▼-0.3%387,4101.2%FinanceVRTVertiv$28,774,877$945,387 ▲3.4%398,5441.2%Computer and TechnologyAZOAutoZone$28,736,923$350,776 ▼-1.2%7,5371.2%Retail/WholesaleBACBank of America$28,316,434$53,373 ▼-0.2%678,5631.2%FinanceTJXTJX Companies$27,959,921$462,718 ▼-1.6%229,5561.1%Retail/WholesaleAXPAmerican Express$27,765,153$951,899 ▼-3.3%103,1971.1%FinanceFWONKFormula One Group$27,541,170$229,255 ▲0.8%305,9791.1%Consumer DiscretionaryETREntergy$27,387,234$3,432,081 ▼-11.1%320,3561.1%UtilitiesBSXBoston Scientific$26,711,813$298,100 ▼-1.1%264,7881.1%MedicalNOWServiceNow$26,357,807$777,033 ▼-2.9%33,1071.1%Computer and TechnologyPWRQuanta Services$26,017,102$1,786,377 ▼-6.4%102,3571.1%ConstructionBRBRBellRing Brands$25,587,509$77,066 ▲0.3%343,6411.0%MedicalEVREvercore$25,581,559$919,512 ▼-3.5%128,0871.0%FinanceTRGPTarga Resources$25,204,692$1,174,955 ▼-4.5%125,7281.0%EnergyTXRHTexas Roadhouse$25,023,660$1,226,230 ▼-4.7%150,1751.0%Retail/WholesalePANWPalo Alto Networks$24,668,060$930,841 ▼-3.6%144,5621.0%Computer and TechnologyPOSTPost$24,392,314$356,876 ▲1.5%209,6281.0%Consumer StaplesMCKMcKesson$24,202,066$1,879,661 ▼-7.2%35,9621.0%MedicalWECWEC Energy Group$24,154,545$1,227,442 ▼-4.8%221,6421.0%UtilitiesMMM3M$23,403,022$2,461,374 ▲11.8%159,3561.0%Multi-Sector ConglomeratesRTXRTX$23,349,784$23,349,784 ▲New Holding176,2781.0%AerospaceACGLArch Capital Group$23,328,074$358,270 ▼-1.5%242,5461.0%FinanceCLColgate-Palmolive$23,249,500$249,242 ▼-1.1%248,1271.0%Consumer StaplesLTHLife Time Group$22,969,727$3,217,659 ▼-12.3%760,5870.9%Consumer DiscretionaryBLACKROCK INC$22,946,461$217,690 ▲1.0%24,2440.9%COMITRIItron$22,791,795$83,075 ▲0.4%217,5620.9%Computer and TechnologyKOCoca-Cola$22,524,633$429,863 ▲1.9%314,5020.9%Consumer StaplesCOSTCostco Wholesale$22,085,855$1,286,261 ▼-5.5%23,3520.9%Retail/WholesalePGProcter & Gamble$21,884,996$416,677 ▲1.9%128,4180.9%Consumer StaplesLAM RESEARCH CORP NEW$21,777,140$35,405 ▼-0.2%299,5480.9%COMVRTXVertex Pharmaceuticals$21,657,879$377,190 ▼-1.7%44,6720.9%MedicalBMYBristol-Myers Squibb$21,180,790$75,323 ▼-0.4%347,2830.9%MedicalUNHUnitedHealth Group$21,151,120$313,726 ▼-1.5%40,3840.9%MedicalMUMicron Technology$20,193,497$320,363 ▲1.6%232,4030.8%Computer and TechnologyTGTXTG Therapeutics$19,819,489$2,359,688 ▲13.5%502,6500.8%MedicalHDHome Depot$19,667,319$63,769 ▲0.3%53,6640.8%Retail/WholesaleLDOSLeidos$19,464,960$4,199,873 ▼-17.7%144,2490.8%AerospaceVICIVICI Properties$19,447,098$2,025,637 ▼-9.4%596,1710.8%FinanceAEEAmeren$18,792,069$527,803 ▼-2.7%187,1720.8%UtilitiesCOPConocoPhillips$18,613,535$54,085 ▲0.3%177,2380.8%EnergyVOOVanguard S&P 500 ETF$17,064,382$2,165,617 ▲14.5%33,2050.7%ETFGEHCGE HealthCare Technologies$16,944,822$933,169 ▼-5.2%209,9470.7%MedicalABBVAbbVie$16,482,938$16,482,938 ▲New Holding78,6700.7%MedicalNUENucor$15,838,429$682,207 ▲4.5%131,6140.6%Basic MaterialsMRVLMarvell Technology$15,540,822$70,498 ▼-0.5%252,4090.6%Computer and TechnologyTECKTeck Resources$15,330,436$311,294 ▼-2.0%420,8190.6%Basic MaterialsTTDTrade Desk$14,027,034$143,148 ▲1.0%256,3420.6%Computer and TechnologySNSharkNinja$13,621,520$464,761 ▼-3.3%163,3080.6%Retail/WholesaleARISTA NETWORKS INC$13,529,790$12,288,793 ▼-47.6%174,6230.6%COMGTLSChart Industries$13,023,870$443,185 ▲3.5%90,2180.5%IndustrialsREGNRegeneron Pharmaceuticals$13,011,863$619,008 ▼-4.5%20,5160.5%MedicalAMGNAmgen$13,008,147$43,929 ▼-0.3%41,7530.5%MedicalLINDE PLC$12,852,165$46,098 ▼-0.4%27,6010.5%COMOLLIOllie's Bargain Outlet$12,547,099$12,547,099 ▲New Holding107,8300.5%Consumer StaplesEHCEncompass Health$12,478,202$1,853,221 ▲17.4%123,2050.5%MedicalCATCaterpillar$11,619,514$130,271 ▲1.1%35,2320.5%IndustrialsGE VERNOVA INC$11,027,019$72,351 ▲0.7%36,1210.5%COMTEAMAtlassian$10,952,583$10,952,583 ▲New Holding51,6120.4%Computer and TechnologyMETMetLife$10,759,743$33,320 ▲0.3%134,0110.4%FinanceALKTAlkami Technology$9,178,837$9,178,837 ▲New Holding349,6700.4%Computer and TechnologyCSCOCisco Systems$8,804,659$8,804,659 ▲New Holding142,6780.4%Computer and TechnologyKDKyndryl$7,144,599$7,144,599 ▲New Holding227,5350.3%Business ServicesTKO GROUP HOLDINGS INC CL A$6,456,987$148,073 ▲2.3%42,2550.3%COMCELHCelsius$5,903,837$4,613,218 ▼-43.9%165,7450.2%Consumer StaplesTMOThermo Fisher Scientific$4,952,115$7,317,208 ▼-59.6%9,9520.2%MedicalDEDeere & Company$4,854,018$232,798 ▼-4.6%10,3420.2%IndustrialsSRPTSarepta Therapeutics$4,202,994$2,180,410 ▼-34.2%65,8570.2%MedicalGSThe Goldman Sachs Group$4,176,933$522,799 ▲14.3%7,6460.2%FinancePEPPepsiCo$3,825,569$13,495 ▼-0.4%25,5140.2%Consumer StaplesSPYSPDR S&P 500 ETF Trust$3,693,103$157,748 ▼-4.1%6,6020.2%FinanceMCDMcDonald's$3,209,602$367,035 ▲12.9%10,2750.1%Retail/WholesaleNYTNew York Times$2,984,134$1,772,952 ▼-37.3%60,1640.1%Consumer StaplesSHWSherwin-Williams$2,552,579$806,629 ▲46.2%7,3100.1%Basic MaterialsDKNGDraftKings$2,511,672$7,531,363 ▼-75.0%75,6300.1%Consumer DiscretionaryVRRMVerra Mobility$1,626,347$8,091,532 ▼-83.3%72,2500.1%IndustrialsVVisa$1,594,593$17,523 ▲1.1%4,5500.1%Business ServicesCHKChesapeake Energy$1,455,5090.0%13,0750.1%EnergyVANGUARD INDEX FUNDS 500 INDEX$1,152,460$47,631 ▼-4.0%2,2260.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,132,578$127,502 ▼-10.1%2,1230.0%ETFQSRRestaurant Brands International$1,082,9000.0%16,2500.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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