BRAUN STACEY ASSOCIATES INC Diversified Active

CIK: 0000872080 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 7, 2023

Total Value ($000): $1,752,995 (100.0% shares, 0.0% debt)

Holdings (116)

MSFT MICROSOFT 5.2%
Value ($000) $90,470 Shares 377,241 Est. Cost $52.11 Unrealized +349.2%
AAPL APPLE INC 5.1%
Value ($000) $89,143 Shares 686,082 Est. Cost $85.29 Unrealized +65.0%
BRK/B BERKSHIRE HATHAWAY IN 1.6%
Value ($000) $28,243 Shares 91,430 Est. Cost $170.75 Unrealized +73.9%
MA MASTERCARD INC CL A 1.6%
Value ($000) $28,236 Shares 81,201 Est. Cost $91.89 Unrealized +251.9%
LLY LILLY, ELI AND COMPAN 1.6%
Value ($000) $28,016 Shares 76,579 Est. Cost $192.37 Unrealized +79.8%
XOM EXXON MOBIL CORP 1.6%
Value ($000) $27,442 Shares 248,792 Est. Cost $47.74 Unrealized +101.7%
UNH UNITEDHEALTH GROUP IN 1.5%
Value ($000) $27,122 Shares 51,157 Est. Cost $164.14 Unrealized +204.9%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $26,725 Shares 199,288 Est. Cost $52.70 Unrealized +123.3%
GOOGL ALPHABET CLASS A 1.5%
Value ($000) $25,643 Shares 290,635 Est. Cost $113.06 Unrealized -16.6%
MRK MERCK & COMPANY 1.4%
Value ($000) $25,150 Shares 226,683 Est. Cost $51.05 Unrealized +81.8%
AMZN AMAZON COM INC COM 1.4%
Value ($000) $25,083 Shares 298,603 Est. Cost $120.87 Unrealized -18.3%
CVX CHEVRON CORP 1.4%
Value ($000) $24,707 Shares 137,649 Est. Cost $70.03 Unrealized +118.8%
GOOG ALPHABET CLASS C 1.4%
Value ($000) $24,234 Shares 273,118 Est. Cost $113.21 Unrealized -16.3%
MCK MCKESSON CORP COM 1.3%
Value ($000) $23,583 Shares 62,869 Est. Cost $218.74 Unrealized +67.9%
ON ON SEMICONDUCTOR CORP 1.3%
Value ($000) $23,202 Shares 372,006 Est. Cost $40.06 Unrealized +66.5%
ARISTA NETWORKS INC C 1.3%
Value ($000) $23,116 Shares 190,493 Est. Cost $138.86 Unrealized
BA BOEING CO 1.3%
Value ($000) $22,487 Shares 118,049 Est. Cost $186.86 Unrealized -12.5%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $22,323 Shares 126,367 Est. Cost $82.80 Unrealized +89.7%
COP CONOCOPHILLIPS 1.2%
Value ($000) $21,869 Shares 185,329 Est. Cost $53.99 Unrealized +102.6%
TMUS T MOBILE US INC COM 1.2%
Value ($000) $21,853 Shares 156,095 Est. Cost $100.95 Unrealized +37.5%
BMRN BIOMARIN PHARMACEUTIC 1.2%
Value ($000) $21,712 Shares 209,801 Est. Cost $89.94 Unrealized +4.4%
PWR QUANTA SVCS INC COM 1.2%
Value ($000) $21,320 Shares 149,611 Est. Cost $141.33 Unrealized 0.0%
DE DEERE & CO COM 1.2%
Value ($000) $21,266 Shares 49,598 Est. Cost $101.00 Unrealized +284.9%
BAC BANK AMER CORP 1.2%
Value ($000) $21,110 Shares 637,391 Est. Cost $16.97 Unrealized +86.9%
EXTR EXTREME NETWORKS INC 1.2%
Value ($000) $21,077 Shares 1,151,100 Est. Cost $13.30 Unrealized +31.7%
TRV TRAVELERS COMPANIES I 1.2%
Value ($000) $21,004 Shares 112,029 Est. Cost $169.33 Unrealized 0.0%
NEE NEXTERA ENERGY INC CO 1.2%
Value ($000) $20,938 Shares 250,451 Est. Cost $51.30 Unrealized +43.9%
PG PROCTER & GAMBLE COMP 1.2%
Value ($000) $20,775 Shares 137,077 Est. Cost $72.21 Unrealized +79.7%
PEP PEPSICO INC 1.2%
Value ($000) $20,620 Shares 114,136 Est. Cost $82.77 Unrealized +94.4%
AZO AUTOZONE INC COM 1.2%
Value ($000) $20,240 Shares 8,207 Est. Cost $2067.96 Unrealized +16.9%
HALO HALOZYME THERAPEUTICS 1.1%
Value ($000) $19,973 Shares 351,019 Est. Cost $46.07 Unrealized +11.1%
KO COCA COLA CO 1.1%
Value ($000) $19,776 Shares 310,891 Est. Cost $46.88 Unrealized +17.1%
MET METLIFE INC 1.1%
Value ($000) $19,712 Shares 272,380 Est. Cost $59.65 Unrealized +9.1%
CI CIGNA CORP NEW 1.1%
Value ($000) $19,663 Shares 59,344 Est. Cost $298.87 Unrealized 0.0%
ULTA ULTA SALON COSMETCS & 1.1%
Value ($000) $19,636 Shares 41,861 Est. Cost $364.38 Unrealized +18.3%
AVGO BROADCOM INC COM 1.1%
Value ($000) $19,473 Shares 34,827 Est. Cost $51.39 Unrealized -7.4%
WORLD WRESTLING ENTMT 1.1%
Value ($000) $19,338 Shares 282,220 Est. Cost $50.98 Unrealized
PIONEER NAT RES CO CO 1.1%
Value ($000) $19,063 Shares 83,467 Est. Cost $173.52 Unrealized
JAZZ JAZZ PHARMACEUTICALS 1.1%
Value ($000) $18,885 Shares 118,541 Est. Cost $140.51 Unrealized +4.3%
PANW PALO ALTO NETWORKS IN 1.1%
Value ($000) $18,615 Shares 133,405 Est. Cost $87.41 Unrealized -8.1%
BOX BOX INC CL A 1.1%
Value ($000) $18,496 Shares 594,148 Est. Cost $27.82 Unrealized +2.6%
DG DOLLAR GEN CORP NEW C 1.0%
Value ($000) $18,223 Shares 74,004 Est. Cost $219.90 Unrealized +6.0%
QSR RESTAURANT BRANDS INT 1.0%
Value ($000) $18,136 Shares 280,437 Est. Cost $57.41 Unrealized +7.0%
NXST NEXSTAR MEDIA GROUP I 1.0%
Value ($000) $17,825 Shares 101,838 Est. Cost $154.85 Unrealized +0.0%
TXRH TEXAS ROADHOUSE INC C 1.0%
Value ($000) $17,385 Shares 191,151 Est. Cost $79.45 Unrealized +14.7%
HWM HOWMET AEROSPACE INC 1.0%
Value ($000) $17,365 Shares 440,634 Est. Cost $34.87 Unrealized +3.5%
NUE NUCOR CORP 1.0%
Value ($000) $17,143 Shares 130,062 Est. Cost $44.18 Unrealized +193.4%
HOSTESS BRANDS INC CL 1.0%
Value ($000) $16,846 Shares 750,705 Est. Cost $14.66 Unrealized
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $16,616 Shares 112,457 Est. Cost $155.50 Unrealized -8.4%
HST HOST MARRIOTT CORP NE 0.9%
Value ($000) $16,330 Shares 1,017,458 Est. Cost $10.80 Unrealized +35.7%
MAR MARRIOTT INTL INC NEW 0.9%
Value ($000) $16,272 Shares 109,287 Est. Cost $153.51 Unrealized -2.8%
CELH CELSIUS HLDGS INC COM 0.9%
Value ($000) $15,353 Shares 147,564 Est. Cost $32.61 Unrealized 0.0%
DHR DANAHER CORP SHS BEN 0.9%
Value ($000) $15,151 Shares 57,083 Est. Cost $45.81 Unrealized +398.0%
LDOS LEIDOS HLDGS INC COM 0.8%
Value ($000) $14,847 Shares 141,140 Est. Cost $98.47 Unrealized 0.0%
BLACKROCK INC COM 0.8%
Value ($000) $14,815 Shares 20,906 Est. Cost $95590.22 Unrealized
TMO THERMO FISHER SCIENTI 0.8%
Value ($000) $14,655 Shares 26,612 Est. Cost $133.43 Unrealized +293.4%
REGN REGENERON PHARMACEUTI 0.8%
Value ($000) $13,980 Shares 19,376 Est. Cost $618.85 Unrealized +18.6%
AEE AMEREN CORP COM 0.8%
Value ($000) $13,808 Shares 155,284 Est. Cost $55.11 Unrealized +38.2%
NVDA NVIDIA CORP COM 0.8%
Value ($000) $13,650 Shares 93,402 Est. Cost $13.92 Unrealized +5.3%
LAM RESEARCH CORP COM 0.8%
Value ($000) $13,632 Shares 32,433 Est. Cost $304.89 Unrealized
CMI CUMMINS INC 0.8%
Value ($000) $13,520 Shares 55,801 Est. Cost $196.51 Unrealized +12.3%
WFC WELLS FARGO & CO 0.8%
Value ($000) $13,437 Shares 325,433 Est. Cost $48.49 Unrealized -15.8%
AWK AMERICAN WTR WKS CO I 0.7%
Value ($000) $13,046 Shares 85,591 Est. Cost $97.55 Unrealized +38.2%
TKR TIMKEN CO COM 0.7%
Value ($000) $12,913 Shares 182,727 Est. Cost $69.88 Unrealized 0.0%
CSL CARLISLE COS INC COM 0.7%
Value ($000) $12,813 Shares 54,372 Est. Cost $235.51 Unrealized +5.2%
HD HOME DEPOT INC 0.7%
Value ($000) $12,792 Shares 40,500 Est. Cost $108.70 Unrealized +158.7%
STZ CONSTELLATION BRANDS 0.7%
Value ($000) $12,453 Shares 53,733 Est. Cost $148.38 Unrealized +52.4%
GPN GLOBAL PMTS INC COM 0.7%
Value ($000) $12,412 Shares 124,968 Est. Cost $119.23 Unrealized -15.3%
ACN ACCENTURE PLC 0.7%
Value ($000) $12,079 Shares 45,268 Est. Cost $270.80 Unrealized -2.5%
CTVA CORTEVA INC COM 0.7%
Value ($000) $11,965 Shares 203,557 Est. Cost $61.14 Unrealized 0.0%
ABBV ABBVIE INC COM 0.7%
Value ($000) $11,921 Shares 73,762 Est. Cost $71.66 Unrealized +91.5%
VRT VERTIV HOLDINGS CO CO 0.7%
Value ($000) $11,646 Shares 852,550 Est. Cost $13.28 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $11,592 Shares 25,394 Est. Cost $149.26 Unrealized +214.1%
UTHR UNITED THERAPEUTICS C 0.7%
Value ($000) $11,504 Shares 41,369 Est. Cost $252.44 Unrealized 0.0%
MANH MANHATTAN ASSOCS INC 0.6%
Value ($000) $11,090 Shares 91,352 Est. Cost $135.29 Unrealized -9.1%
ARE ALEXANDRIA REAL ESTAT 0.6%
Value ($000) $11,054 Shares 75,885 Est. Cost $120.65 Unrealized +2.1%
DAR DARLING INTL INC COM 0.6%
Value ($000) $11,027 Shares 176,185 Est. Cost $71.63 Unrealized -1.5%
LAMR LAMAR ADVERTISING CO 0.6%
Value ($000) $10,810 Shares 114,512 Est. Cost $121.30 Unrealized
AME AMETEK INC NEW COM 0.6%
Value ($000) $10,398 Shares 74,420 Est. Cost $89.14 Unrealized +45.6%
CFG CITIZENS FINL GROUP I 0.6%
Value ($000) $10,392 Shares 263,965 Est. Cost $43.32 Unrealized -21.7%
DIS WALT DISNEY CO 0.6%
Value ($000) $10,047 Shares 115,640 Est. Cost $92.26 Unrealized +1.3%
WCC WESCO INTL INC COM 0.6%
Value ($000) $10,008 Shares 79,935 Est. Cost $120.98 Unrealized +1.2%
AZN ASTRAZENECA PLC SPONS 0.6%
Value ($000) $9,646 Shares 142,272 Est. Cost $66.07 Unrealized
SYY SYSCO CORP 0.5%
Value ($000) $9,525 Shares 124,591 Est. Cost $72.78 Unrealized +1.6%
VOO VANGUARD INDEX FDS S& 0.5%
Value ($000) $8,499 Shares 24,190 Est. Cost $287.81 Unrealized
ACGL ARCH CAP GROUP LTD OR 0.5%
Value ($000) $8,133 Shares 129,549 Est. Cost $53.09 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.5%
Value ($000) $8,000 Shares 50,971 Est. Cost $120.48 Unrealized +22.0%
BC BRUNSWICK CORP 0.5%
Value ($000) $7,901 Shares 109,621 Est. Cost $69.53 Unrealized -4.8%
MRVL MARVELL TECHNOLOGY GR 0.4%
Value ($000) $7,444 Shares 200,970 Est. Cost $73.35 Unrealized -45.1%
VZ VERIZON COMMUNICATION 0.4%
Value ($000) $7,209 Shares 182,960 Est. Cost $31.94 Unrealized -3.7%
ASO ACADEMY SPORTS & OUTD 0.4%
Value ($000) $6,513 Shares 123,970 Est. Cost $46.49 Unrealized 0.0%
CPRI CAPRI HOLDINGS LIMITE 0.4%
Value ($000) $6,249 Shares 109,026 Est. Cost $57.61 Unrealized -12.3%
XEL XCEL ENERGY INC COM 0.3%
Value ($000) $5,947 Shares 84,818 Est. Cost $52.94 Unrealized +12.6%
SCHW SCHWAB CHARLES CORP N 0.3%
Value ($000) $5,871 Shares 70,510 Est. Cost $74.21 Unrealized 0.0%
OMC OMNICOM GROUP 0.3%
Value ($000) $5,712 Shares 70,022 Est. Cost $69.89 Unrealized -4.6%
MS MORGAN STANLEY 0.3%
Value ($000) $5,489 Shares 64,556 Est. Cost $53.38 Unrealized +43.9%
TGT TARGET CORP 0.3%
Value ($000) $5,239 Shares 35,152 Est. Cost $140.92 Unrealized 0.0%
HON HONEYWELL INTL INC CO 0.3%
Value ($000) $4,856 Shares 22,660 Est. Cost $169.63 Unrealized +5.4%
NOW SERVICENOW INC COM 0.2%
Value ($000) $4,114 Shares 10,595 Est. Cost $78.16 Unrealized 0.0%
GS GOLDMAN SACHS GROUP I 0.2%
Value ($000) $3,676 Shares 10,704 Est. Cost $163.05 Unrealized +97.2%
SPY SPDR TR UNIT SER 1 0.2%
Value ($000) $3,651 Shares 9,547 Est. Cost $134288.92 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $3,642 Shares 29,565 Est. Cost $287.34 Unrealized -34.1%
EXR EXTRA SPACE STORAGE I 0.1%
Value ($000) $2,088 Shares 14,185 Est. Cost $160.54 Unrealized -13.3%
EXE CHESAPEAKE ENERGY COR 0.1%
Value ($000) $1,876 Shares 19,875 Est. Cost $81.13 Unrealized +8.4%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $1,843 Shares 12,575 Est. Cost $56.57 Unrealized +153.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,555 Shares 5,900 Est. Cost $219.74 Unrealized +11.6%
V VISA INC COM CL A 0.1%
Value ($000) $1,134 Shares 5,460 Est. Cost $118.21 Unrealized +66.6%
CCI CROWN CASTLE INTL COR 0.1%
Value ($000) $987 Shares 7,279 Est. Cost $142.54 Unrealized -20.3%
VECO VEECO INSTRS INC DEL 0.1%
Value ($000) $955 Shares 51,420 Est. Cost $28.18 Unrealized -33.3%
MDY SPDR S&P MIDCAP 400 E 0.0%
Value ($000) $782 Shares 1,765 Est. Cost $161922.08 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $539 Shares 2,250 Est. Cost $129.70 Unrealized +59.3%
RSP POWERSHARES EXCHANGE 0.0%
Value ($000) $485 Shares 3,436 Est. Cost $101.83 Unrealized
VONV VANGUARD SCOTTSDALE F 0.0%
Value ($000) $420 Shares 6,310 Est. Cost $63.04 Unrealized
XLF SECTOR SPDR TR SBI FI 0.0%
Value ($000) $271 Shares 7,920 Est. Cost $23.21 Unrealized
IWD ISHARES TR RUSSELL100 0.0%
Value ($000) $250 Shares 1,647 Est. Cost $151.65 Unrealized
XLU SECTOR SPDR TR SBI UT 0.0%
Value ($000) $210 Shares 2,972 Est. Cost $70.50 Unrealized