Investor Details
| Filer Name: | BRAUN STACEY ASSOCIATES INC |
|---|---|
| CIK: | 872080 |
| Period: | 2024-12-31 |
| Filed At: | 2025-01-31 |
| Number of Holdings: | 116 |
| Portfolio Value: | $2.68B |
Braun Stacey Associates Inc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| NVDA | US | NVIDIA CORP | 1,186,081 | $159M | 5.95% | -3.7% | - |
| AAPL | US | APPLE INC | 631,429 | $158M | 5.90% | -1.9% | - |
| MSFT | US | MICROSOFT CORP | 327,895 | $138M | 5.16% | -2.2% | - |
| AMZN | US | AMAZON.COM INC | 491,097 | $108M | 4.02% | -0.4% | - |
| META | US | META PLATFORMS INC-CLASS A | 128,220 | $75M | 2.80% | -0.4% | - |
| GOOGL | US | ALPHABET INC-CL A | 333,520 | $63M | 2.36% | 0.5% | - |
| APP | US | APPLOVIN CORP-CLASS A | 184,870 | $60M | 2.24% | -33.4% | - |
| AVGO | US | BROADCOM INC | 245,404 | $57M | 2.12% | -3.7% | - |
| JPM | US | JPMORGAN CHASE & CO | 195,561 | $47M | 1.75% | -2.3% | - |
| VRT | US | VERTIV HOLDINGS CO-A | 385,450 | $44M | 1.64% | -18.1% | - |
| XOM | US | EXXON MOBIL CORP | 387,167 | $42M | 1.56% | -6.1% | - |
| LLY | US | ELI LILLY & CO | 52,055 | $40M | 1.50% | -6.4% | - |
| GOOG | US | ALPHABET INC-CL C | 211,036 | $40M | 1.50% | 0.3% | - |
| HWM | US | HOWMET AEROSPACE INC | 361,543 | $40M | 1.48% | -6.0% | - |
| 040413205 | - | ARISTA NETWORKS INC | 333,229 | $37M | 1.38% | 100.0% | - |
| EVR | US | EVERCORE INC - A | 132,691 | $37M | 1.37% | -4.0% | - |
| NOW | US | SERVICENOW INC | 34,083 | $36M | 1.35% | -2.4% | - |
| MA | US | MASTERCARD INC - A | 65,749 | $35M | 1.29% | -0.9% | - |
| PWR | US | QUANTA SERVICES INC | 109,385 | $35M | 1.29% | -6.2% | - |
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 76,325 | $35M | 1.29% | -1.1% | - |