STALEY CAPITAL ADVISERS INC Diversified Active

Location: Pittsburgh, PA

CIK: 0001106565 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 10, 2021

Total Value: $1.911B (100.0% shares, 0.0% debt)

Holdings (180)

MSFT MICROSOFT CORP 7.5%
Value $144M Shares 531,160 Est. Cost $30.11 Unrealized +712.8%
IWF iSHARES RUSSELL 1000 GROWTH 7.1%
Value $136M Shares 500,529 Est. Cost $25.68 Unrealized
QCOM QUALCOMM INC. 5.6%
Value $108M Shares 754,680 Est. Cost $47.82 Unrealized +155.4%
GOOG ALPHABET C 4.3%
Value $81.71M Shares 32,600 Est. Cost $53.99 Unrealized +119.1%
CVS CVS HEALTH CORP 3.8%
Value $73.46M Shares 880,387 Est. Cost $52.76 Unrealized +33.6%
JPM J.P. MORGAN CHASE 3.8%
Value $72.94M Shares 468,933 Est. Cost $45.85 Unrealized +204.8%
GENERAL MOTORS 3.3%
Value $63.28M Shares 1,069,537 Est. Cost $59.17 Unrealized
FDX FEDEX CORP 3.1%
Value $58.42M Shares 195,827 Est. Cost $136.22 Unrealized +98.4%
BRK/B BERKSHIRE HATH B 3.0%
Value $57.06M Shares 205,301 Est. Cost $137.07 Unrealized +103.9%
LQDT LIQUIDITY SERVICES 2.9%
Value $55.99M Shares 2,200,000 Est. Cost $9.60 Unrealized +129.1%
DD DU PONT 2.8%
Value $52.8M Shares 682,090 Est. Cost $23.41 Unrealized +30.7%
CSCO CISCO SYSTEMS 2.7%
Value $51.35M Shares 968,893 Est. Cost $19.87 Unrealized +130.7%
PFE PFIZER INC 2.6%
Value $49.27M Shares 1,258,114 Est. Cost $20.18 Unrealized +53.6%
GLW CORNING, INC. 2.6%
Value $49.18M Shares 1,202,499 Est. Cost $13.93 Unrealized +175.0%
JNJ JOHNSON&JOHNSON 2.2%
Value $42.48M Shares 257,893 Est. Cost $80.10 Unrealized +80.9%
BA BOEING CO. 2.2%
Value $42.39M Shares 176,954 Est. Cost $244.54 Unrealized -1.1%
CVX CHEVRON CORP 2.1%
Value $41M Shares 391,456 Est. Cost $71.49 Unrealized +21.8%
VWO VANGUARD EMERG. MARKETS ETF 2.1%
Value $40.82M Shares 751,614 Est. Cost $41.67 Unrealized
AMZN AMAZON.COM 1.9%
Value $37.14M Shares 10,796 Est. Cost $113.49 Unrealized +46.4%
MINT PIMCO ENHANCED SHORT MATURITY 1.9%
Value $36.26M Shares 355,579 Est. Cost $101.60 Unrealized
SPDR GOLD SHARES 1.8%
Value $34.33M Shares 207,276 Est. Cost $165.63 Unrealized
VZ VERIZON COMM. 1.4%
Value $26.89M Shares 479,838 Est. Cost $31.07 Unrealized +39.8%
INTC INTEL CORP 1.3%
Value $25.37M Shares 451,959 Est. Cost $21.30 Unrealized +151.6%
VANECK VECTORS GOLD MINERS 1.3%
Value $24.33M Shares 716,059 Est. Cost $33.98 Unrealized
AAPL APPLE INC 1.2%
Value $23.34M Shares 170,407 Est. Cost $88.18 Unrealized +43.4%
PM PHILIP MORRIS INTl. 1.1%
Value $21.13M Shares 213,217 Est. Cost $51.55 Unrealized +48.2%
CTVA CORTEVA INC. 1.0%
Value $19.81M Shares 446,603 Est. Cost $25.23 Unrealized +74.0%
DISCOVERY INC C 1.0%
Value $19.34M Shares 667,500 Est. Cost $38.97 Unrealized
SLB SCHLUMBERGER 0.9%
Value $16.9M Shares 528,015 Est. Cost $42.29 Unrealized -34.3%
TWI TITAN INTL INC 0.9%
Value $16.36M Shares 1,929,810 Est. Cost $11.36 Unrealized -14.2%
EFG ISHARES EAFE GROWTH 0.8%
Value $15.91M Shares 148,277 Est. Cost $69.29 Unrealized
C CITIGROUP 0.8%
Value $15.78M Shares 222,968 Est. Cost $51.34 Unrealized +22.2%
OPCH OPTION CARE HEALTH INC COM NEW 0.8%
Value $14.76M Shares 675,000 Est. Cost $15.54 Unrealized +24.0%
VCSH VANGUARD S/T CORP BOND ETF 0.7%
Value $14.18M Shares 171,440 Est. Cost $81.29 Unrealized
VEA VANGUARD DEV. MARKETS ETF 0.7%
Value $13.39M Shares 259,959 Est. Cost $40.34 Unrealized
WMT WAL-MART STORES 0.7%
Value $13.16M Shares 93,321 Est. Cost $43.31 Unrealized +1.1%
COMMSCOPE 0.7%
Value $12.57M Shares 589,850 Est. Cost $21.31 Unrealized
VTV VANGUARD VALUE INDEX 0.6%
Value $12.09M Shares 87,918 Est. Cost $98.18 Unrealized
QURATE RETAIL INC. QVC GROUP 0.6%
Value $11.78M Shares 900,000 Est. Cost $13.09 Unrealized
DUN & BRADSTREET HOLDINGS INC. 0.6%
Value $11.75M Shares 550,000 Est. Cost $21.37 Unrealized
DOW DOW CHEMICAL 0.6%
Value $11.37M Shares 179,615 Est. Cost $37.00 Unrealized +38.0%
ESGU iSHARES ESG AWARE USA 0.6%
Value $11.14M Shares 113,150 Est. Cost $90.87 Unrealized
TJX TJX COS INC 0.6%
Value $10.62M Shares 157,565 Est. Cost $51.12 Unrealized +24.5%
NEAR iSHARES SHORT MATURITY BOND 0.5%
Value $10.29M Shares 205,100 Est. Cost $50.19 Unrealized
LYFT LYFT INC CL A COM 0.5%
Value $8.949M Shares 147,973 Est. Cost $54.63 Unrealized +5.3%
TWLO TWILIO INC CL A 0.5%
Value $8.869M Shares 22,500 Est. Cost $37.47 Unrealized +826.5%
EFV ISHARES EAFE VALUE 0.4%
Value $8.516M Shares 164,530 Est. Cost $43.27 Unrealized
SPDR SHORT TERM MUNICIPAL 0.4%
Value $7.99M Shares 161,218 Est. Cost $49.56 Unrealized
VO VANGUARD MID CAP 0.4%
Value $7.54M Shares 31,769 Est. Cost $166.66 Unrealized
MDY SPDR S&P 400 MIDCAP 0.4%
Value $7.503M Shares 15,280 Est. Cost $280.48 Unrealized
IYW ISHARES U.S. TECH ETF 0.3%
Value $6.047M Shares 60,840 Est. Cost $107.51 Unrealized
VTIP VANGUARD S-T TIPS 0.3%
Value $5.519M Shares 105,310 Est. Cost $49.40 Unrealized
ALPHABET A 0.3%
Value $5.235M Shares 2,144 Est. Cost $2441.70 Unrealized
GCP APPLIED TECHNOLOGI COM 0.3%
Value $5.233M Shares 225,000 Est. Cost $23.16 Unrealized
SPG SIMON PROPERTY GROUP INC 0.3%
Value $5.221M Shares 40,010 Est. Cost $79.59 Unrealized +21.0%
NVDA NVIDIA CORP 0.3%
Value $5.184M Shares 6,479 Est. Cost $1.88 Unrealized +749.9%
HELIX ACQUISITION CORP. COM CL 0.3%
Value $5.175M Shares 500,000 Est. Cost $10.35 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value $4.75M Shares 21,086 Est. Cost $150.76 Unrealized
SPSB SPDR SHORT-TERM CORPORATE BOND 0.2%
Value $4.448M Shares 142,115 Est. Cost $30.88 Unrealized
DIS WALT DISNEY CO. 0.2%
Value $4.422M Shares 25,161 Est. Cost $116.86 Unrealized +50.4%
ABT ABBOTT LABS 0.2%
Value $4.037M Shares 34,824 Est. Cost $81.94 Unrealized +30.9%
ATARA BIOTHERAPEUTICS INC. 0.2%
Value $3.887M Shares 250,000 Est. Cost $14.36 Unrealized
VIG VANGUARD DIV. APPRECIATION ETF 0.2%
Value $3.718M Shares 24,018 Est. Cost $117.47 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value $3.678M Shares 46,631 Est. Cost $60.11 Unrealized
IEMG ISHARES CORE MSCI EMERG MKTS 0.2%
Value $3.489M Shares 52,083 Est. Cost $47.15 Unrealized
XLK SPDR-TECHNOLOGY 0.2%
Value $3.249M Shares 22,000 Est. Cost $59.09 Unrealized
NULV NUVEEN ESG LARGE CAP VALUE 0.1%
Value $2.831M Shares 75,000 Est. Cost $36.20 Unrealized
KKR KKR & CO 0.1%
Value $2.672M Shares 45,100 Est. Cost $23.80 Unrealized +124.1%
VUG VANGUARD GROWTH 0.1%
Value $2.4M Shares 8,367 Est. Cost $124.24 Unrealized
EEM ISHARES MSCI EMERGING MKTS ETF 0.1%
Value $2.33M Shares 42,250 Est. Cost $39.18 Unrealized
SHY iSHARES 1-3 YR TREASURY 0.1%
Value $2.137M Shares 24,800 Est. Cost $84.55 Unrealized
SUSB iSHARES ESG 1-5 YR CORPORATE 0.1%
Value $2.135M Shares 82,000 Est. Cost $25.98 Unrealized
BSV VANGUARD S/T BOND 0.1%
Value $2.095M Shares 25,494 Est. Cost $79.79 Unrealized
UBSI UNITED BANKSHARES 0.1%
Value $1.993M Shares 54,609 Est. Cost $32.07 Unrealized +22.6%
SCHP SCHWAB U.S. TIPS ETF 0.1%
Value $1.938M Shares 31,000 Est. Cost $60.03 Unrealized
VCIT VANGUARD INTER-TERM CORP BOND 0.1%
Value $1.936M Shares 20,365 Est. Cost $94.06 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value $1.933M Shares 13,759 Est. Cost $99.99 Unrealized
TETRA TECH INC 0.1%
Value $1.831M Shares 15,000 Est. Cost $122.07 Unrealized
PG PROCTER & GAMBLE 0.1%
Value $1.754M Shares 13,001 Est. Cost $94.80 Unrealized +27.3%
SCHB SCHWAB U.S. BROAD MARKET 0.1%
Value $1.671M Shares 16,028 Est. Cost $57.54 Unrealized
CFG CITIZENS FINL 0.1%
Value $1.671M Shares 36,423 Est. Cost $33.59 Unrealized +15.5%
ESGE iSHARES ESG AWARE EMERGING MKT 0.1%
Value $1.671M Shares 37,000 Est. Cost $43.30 Unrealized
ISHARES FLOATING RATE NOTE 0.1%
Value $1.611M Shares 31,700 Est. Cost $50.82 Unrealized
AR ANTERO RES CORP 0.1%
Value $1.546M Shares 102,830 Est. Cost $37.80 Unrealized -68.9%
CAT CATERPILLAR INC 0.1%
Value $1.48M Shares 6,800 Est. Cost $59.60 Unrealized +255.5%
NUVEEN MUNI VALUE 0.1%
Value $1.373M Shares 119,100 Est. Cost $9.84 Unrealized
LANNETT INC 0.1%
Value $1.346M Shares 288,326 Est. Cost $8.16 Unrealized
MA MASTERCARD INC 0.1%
Value $1.314M Shares 3,600 Est. Cost $93.13 Unrealized +289.0%
PEP PEPSICO INC 0.1%
Value $1.307M Shares 8,821 Est. Cost $83.78 Unrealized +50.6%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value $1.279M Shares 20,170 Est. Cost $47.39 Unrealized
EMCLAIRE FINL CORP COM 0.1%
Value $1.272M Shares 42,011 Est. Cost $29.02 Unrealized
SCHO SCHWAB S/T U.S. TREAS 0.1%
Value $1.261M Shares 24,620 Est. Cost $50.58 Unrealized
HD HOME DEPOT INC. 0.1%
Value $1.228M Shares 3,850 Est. Cost $195.63 Unrealized +45.1%
PFF iSHARES PREFERRED STOCK 0.1%
Value $1.223M Shares 31,100 Est. Cost $36.34 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value $1.182M Shares 2,761 Est. Cost $278.93 Unrealized
VV VANGUARD LARGE CAP ETF 0.1%
Value $1.093M Shares 5,445 Est. Cost $125.40 Unrealized
FACEBOOK 0.1%
Value $1.045M Shares 3,004 Est. Cost $347.87 Unrealized
AM ANTERO MIDSTREAM CORP 0.1%
Value $1.039M Shares 100,000 Est. Cost $4.34 Unrealized +55.3%
BUG GLOBAL X FDS CYBRSCURTY ETF 0.1%
Value $1.035M Shares 35,900 Est. Cost $28.25 Unrealized
IJR ISHARES S&P SMALL-CAP ETF 0.1%
Value $994K Shares 8,800 Est. Cost $80.53 Unrealized
COR AMERISOURCEBERGEN 0.0%
Value $914K Shares 7,987 Est. Cost $98.33 Unrealized +10.7%
PNC PNC FINANCIAL 0.0%
Value $906K Shares 4,750 Est. Cost $68.35 Unrealized +132.2%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value $905K Shares 5,210 Est. Cost $135.76 Unrealized
IWD iSHARES RUSSELL 1000 VALUE 0.0%
Value $850K Shares 5,357 Est. Cost $91.70 Unrealized
TWITTER INC 0.0%
Value $826K Shares 12,000 Est. Cost $21.26 Unrealized
CHECK POINT SOFTWARE 0.0%
Value $809K Shares 6,963 Est. Cost $116.19 Unrealized
NEUBERGER BRMN. MLP INCOME 0.0%
Value $781K Shares 156,300 Est. Cost $5.38 Unrealized
SWKS SKYWORKS SOLUTIONS INC. 0.0%
Value $767K Shares 4,000 Est. Cost $85.04 Unrealized +84.1%
HSIC HENRY SCHEIN 0.0%
Value $755K Shares 10,178 Est. Cost $50.89 Unrealized +48.1%
DLN WISDOMTREE LARGECAP DIV 0.0%
Value $696K Shares 5,781 Est. Cost $60.13 Unrealized
BIL SPDR SERIES TRUST SPDR BLOOMBE 0.0%
Value $686K Shares 7,500 Est. Cost $91.43 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $664K Shares 2,744 Est. Cost $118.71 Unrealized
FMC F M C CORP 0.0%
Value $651K Shares 6,014 Est. Cost $52.10 Unrealized +90.8%
HERO GLOBAL X FDS VDEO GAM ESPRT 0.0%
Value $607K Shares 18,800 Est. Cost $31.06 Unrealized
SNPS SYNOPSYS INC 0.0%
Value $607K Shares 2,200 Est. Cost $99.10 Unrealized +156.1%
MRK MERCK & CO. INC. 0.0%
Value $576K Shares 7,409 Est. Cost $54.66 Unrealized +17.3%
V VISA INC CL A 0.0%
Value $573K Shares 2,449 Est. Cost $114.21 Unrealized +93.5%
LOW LOWE'S COMPANIES 0.0%
Value $563K Shares 2,900 Est. Cost $58.89 Unrealized +204.8%
AT&T CORP. 0.0%
Value $560K Shares 19,467 Est. Cost $28.77 Unrealized
MO ALTRIA GROUP INC. 0.0%
Value $551K Shares 11,558 Est. Cost $20.36 Unrealized +66.9%
PH PARKER HANNIFIN 0.0%
Value $550K Shares 1,792 Est. Cost $291.08 Unrealized 0.0%
XOM EXXON MOBIL 0.0%
Value $537K Shares 8,514 Est. Cost $52.40 Unrealized -4.5%
GENERAL ELECTRIC 0.0%
Value $532K Shares 39,529 Est. Cost $18.00 Unrealized
FIS FIDELITY NATL INFO SVC 0.0%
Value $496K Shares 3,500 Est. Cost $117.12 Unrealized +13.9%
NKE NIKE INC. CL B 0.0%
Value $487K Shares 3,153 Est. Cost $60.09 Unrealized +109.1%
FISV FISERV INC 0.0%
Value $486K Shares 4,545 Est. Cost $102.09 Unrealized +13.9%
MDLZ MONDELEZ INTL 0.0%
Value $484K Shares 7,755 Est. Cost $27.02 Unrealized +102.1%
MATINAS BIOPHARMA HLDG 0.0%
Value $465K Shares 600,000 Est. Cost $1.00 Unrealized
AGG iSHARES CORE US AGGREGATE BOND 0.0%
Value $461K Shares 4,000 Est. Cost $107.21 Unrealized
TRISTATE CAP 0.0%
Value $448K Shares 21,950 Est. Cost $20.41 Unrealized
MOO VANECK VECTORS AGRIBUSINESS 0.0%
Value $446K Shares 4,900 Est. Cost $46.56 Unrealized
ARKK ARK ETF TR INNOVATION ETF 0.0%
Value $437K Shares 3,338 Est. Cost $124.37 Unrealized
UNH UNITEDHEALTH GROUP 0.0%
Value $416K Shares 1,039 Est. Cost $262.56 Unrealized +40.6%
BND VANGUARD TOTAL BOND MARKET 0.0%
Value $412K Shares 4,800 Est. Cost $84.24 Unrealized
UPS UNITED PARCEL SERVICE-CL B 0.0%
Value $391K Shares 1,880 Est. Cost $79.74 Unrealized +105.9%
DFAT DIMENSIONAL ETF TRUST US TARGE 0.0%
Value $377K Shares 8,418 Est. Cost $44.78 Unrealized
NUVEEN NY AMT-FREE MUN 0.0%
Value $376K Shares 26,500 Est. Cost $12.87 Unrealized
SCHE SCHWAB EMERGING MARKET ETF 0.0%
Value $372K Shares 11,329 Est. Cost $25.84 Unrealized
FHI FEDERATED HERMES INC CL B 0.0%
Value $371K Shares 10,929 Est. Cost $23.86 Unrealized +10.9%
NUVEEN PA INV QUALITY MUNI 0.0%
Value $370K Shares 24,516 Est. Cost $12.51 Unrealized
AMGN AMGEN INC 0.0%
Value $369K Shares 1,512 Est. Cost $199.79 Unrealized +6.4%
ABBV ABBVIE INC. 0.0%
Value $367K Shares 3,262 Est. Cost $72.55 Unrealized +30.6%
VBK VANGUARD SMALL CAP GROWTH 0.0%
Value $359K Shares 1,239 Est. Cost $202.23 Unrealized
BOX BOX INC CL A 0.0%
Value $358K Shares 14,000 Est. Cost $11.35 Unrealized +105.4%
ZM ZOOM VIDEO COMMUNICATI CL A 0.0%
Value $356K Shares 920 Est. Cost $179.93 Unrealized +85.1%
CROWN CASTLE INTL. CORP. 0.0%
Value $329K Shares 1,685 Est. Cost $195.25 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE 0.0%
Value $322K Shares 4,766 Est. Cost $42.65 Unrealized
AUTOMATIC DATA PROCESSING 0.0%
Value $320K Shares 1,610 Est. Cost $198.76 Unrealized
BAC BANK OF AMERICA 0.0%
Value $316K Shares 7,653 Est. Cost $23.98 Unrealized +52.5%
PPG PPG INDUSTRIES 0.0%
Value $311K Shares 1,833 Est. Cost $126.57 Unrealized +23.5%
LINDE PLC 0.0%
Value $292K Shares 1,010 Est. Cost $211.88 Unrealized
TSCO TRACTOR SUPPLY 0.0%
Value $279K Shares 1,500 Est. Cost $20.01 Unrealized +69.5%
PFXF VANECK VECTORS PFD. SEC. EX-FI 0.0%
Value $273K Shares 12,800 Est. Cost $18.28 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH 0.0%
Value $272K Shares 1,864 Est. Cost $79.55 Unrealized
CWGL CRIMSON WINE GROUP LTD 0.0%
Value $270K Shares 29,546 Est. Cost $8.73 Unrealized -4.5%
SCHF SCHWAB INTL EQUITY ETF 0.0%
Value $270K Shares 6,854 Est. Cost $29.76 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value $266K Shares 7,883 Est. Cost $33.74 Unrealized
IGSB iSHARES SHORT TERM CORP BOND 0.0%
Value $264K Shares 4,816 Est. Cost $78.42 Unrealized
BLUEPRINT MEDICINES CORP. 0.0%
Value $264K Shares 3,000 Est. Cost $78.00 Unrealized
PSX PHILLIPS 66 0.0%
Value $263K Shares 3,060 Est. Cost $65.58 Unrealized +7.6%
HON HONEYWELL INTL 0.0%
Value $258K Shares 1,178 Est. Cost $117.88 Unrealized +63.0%
SCHM SCHWAB U.S. MID CAP 0.0%
Value $249K Shares 3,175 Est. Cost $68.03 Unrealized
BIV VANGUARD INTERM-TERM BOND 0.0%
Value $248K Shares 2,755 Est. Cost $81.88 Unrealized
IWM ISHARES RUSSELL 2000 INDEX 0.0%
Value $247K Shares 1,075 Est. Cost $196.28 Unrealized
IBM INTL. BUS. MACHINES 0.0%
Value $246K Shares 1,678 Est. Cost $99.27 Unrealized +14.3%
ADBE ADOBE SYSTEMS 0.0%
Value $237K Shares 405 Est. Cost $515.47 Unrealized 0.0%
EATON VANCE LIMITED DURATION 0.0%
Value $218K Shares 16,404 Est. Cost $14.85 Unrealized
VYMI VANGUARD INTL. HIGH DIVIDEND 0.0%
Value $218K Shares 3,200 Est. Cost $65.31 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $217K Shares 1,937 Est. Cost $85.15 Unrealized +19.4%
COP CONOCOPHILLIPS 0.0%
Value $217K Shares 3,568 Est. Cost $47.19 Unrealized 0.0%
SCHA SCHWAB U.S. SMALL CAP ETF 0.0%
Value $213K Shares 2,040 Est. Cost $99.51 Unrealized
PUTNAM MUNI OPPORT TRUST 0.0%
Value $212K Shares 15,000 Est. Cost $11.71 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $203K Shares 2,500 Est. Cost $73.43 Unrealized 0.0%
MEDTRONIC INC 0.0%
Value $202K Shares 1,624 Est. Cost $124.38 Unrealized
IVV ISHARES TR S&P 500 INDEX 0.0%
Value $201K Shares 467 Est. Cost $430.41 Unrealized
GENPREX INC COM 0.0%
Value $167K Shares 50,000 Est. Cost $3.14 Unrealized
NUVEEN ARIZONA QLTY MUNI 0.0%
Value $162K Shares 10,000 Est. Cost $14.70 Unrealized
VYNE THERAPEUTICS INC COM NEW 0.0%
Value $132K Shares 37,500 Est. Cost $5.73 Unrealized
THERATECHNOLOGIES INC COM 0.0%
Value $58,000 Shares 15,000 Est. Cost $0.28 Unrealized
MAKARA MNG CORP COM 0.0%
Value $2,000 Shares 10,000 Est. Cost $0.50 Unrealized