BRAUN STACEY ASSOCIATES INC Diversified Active

CIK: 0000872080 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 28, 2023

Total Value ($000): $2,150,448 (100.0% shares, 0.0% debt)

Holdings (123)

AAPL APPLE INC 6.3%
Value ($000) $136,445 Shares 703,436 Est. Cost $115.09 Unrealized +49.5%
MSFT MICROSOFT 5.8%
Value ($000) $124,588 Shares 365,855 Est. Cost $146.87 Unrealized +109.2%
AMZN AMAZON COM INC COM 2.6%
Value ($000) $55,264 Shares 423,935 Est. Cost $108.83 Unrealized +4.9%
NVDA NVIDIA CORP COM 2.4%
Value ($000) $51,711 Shares 122,242 Est. Cost $18.27 Unrealized +81.6%
GOOGL ALPHABET CLASS A 1.7%
Value ($000) $36,539 Shares 305,258 Est. Cost $105.23 Unrealized +8.6%
LLY LILLY, ELI AND COMPANY 1.7%
Value ($000) $35,727 Shares 76,180 Est. Cost $261.50 Unrealized +57.3%
ON ON SEMICONDUCTOR CORP COM 1.6%
Value ($000) $33,501 Shares 354,209 Est. Cost $57.93 Unrealized +42.8%
PANW PALO ALTO NETWORKS INC COM 1.5%
Value ($000) $33,105 Shares 129,565 Est. Cost $86.07 Unrealized +20.9%
CELH CELSIUS HLDGS INC COM NEW 1.5%
Value ($000) $32,380 Shares 217,038 Est. Cost $31.94 Unrealized +24.5%
AVGO BROADCOM INC COM 1.5%
Value ($000) $31,988 Shares 36,877 Est. Cost $54.85 Unrealized +25.3%
META META PLATFORMS 1.5%
Value ($000) $31,482 Shares 109,702 Est. Cost $169.12 Unrealized +44.9%
GOOG ALPHABET CLASS C 1.4%
Value ($000) $30,310 Shares 250,562 Est. Cost $105.32 Unrealized +9.1%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $30,006 Shares 206,310 Est. Cost $90.62 Unrealized +43.1%
PWR QUANTA SVCS INC COM 1.3%
Value ($000) $28,391 Shares 144,520 Est. Cost $147.08 Unrealized +18.3%
MA MASTERCARD INC CL A 1.3%
Value ($000) $28,052 Shares 71,325 Est. Cost $195.60 Unrealized +89.1%
BA BOEING CO 1.3%
Value ($000) $27,853 Shares 131,904 Est. Cost $197.34 Unrealized +5.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 1.2%
Value ($000) $26,848 Shares 78,734 Est. Cost $229.48 Unrealized +42.2%
MCK MCKESSON CORP COM 1.2%
Value ($000) $26,738 Shares 62,574 Est. Cost $286.45 Unrealized +32.5%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $26,720 Shares 249,138 Est. Cost $74.27 Unrealized +34.1%
MRK MERCK & COMPANY 1.2%
Value ($000) $26,195 Shares 227,010 Est. Cost $74.83 Unrealized +39.6%
QSR RESTAURANT BRANDS INTL INC COM 1.2%
Value ($000) $26,103 Shares 336,725 Est. Cost $61.33 Unrealized +17.7%
WORLD WRESTLING ENTMT INC CL A 1.2%
Value ($000) $25,697 Shares 236,906 Est. Cost $70.00 Unrealized
ARISTA NETWORKS INC COM 1.2%
Value ($000) $25,123 Shares 155,020 Est. Cost $152.76 Unrealized
LAM RESEARCH CORP COM 1.2%
Value ($000) $24,913 Shares 38,754 Est. Cost $425.51 Unrealized
MANH MANHATTAN ASSOCS INC COM 1.1%
Value ($000) $24,134 Shares 120,741 Est. Cost $136.65 Unrealized +27.1%
UBER UBER TECHNOLOGIES INC COM 1.1%
Value ($000) $24,093 Shares 558,101 Est. Cost $31.72 Unrealized +17.2%
NOW SERVICENOW INC COM 1.1%
Value ($000) $23,687 Shares 42,150 Est. Cost $85.87 Unrealized +16.4%
EXTR EXTREME NETWORKS INC COM 1.1%
Value ($000) $23,472 Shares 901,045 Est. Cost $15.51 Unrealized +27.2%
HWM HOWMET AEROSPACE INC COM 1.1%
Value ($000) $23,283 Shares 469,794 Est. Cost $37.62 Unrealized +17.4%
GEHC GE HEALTHCARE TECHNOLOGIES ICO 1.1%
Value ($000) $22,797 Shares 280,610 Est. Cost $71.08 Unrealized +11.8%
NUE NUCOR CORP 1.1%
Value ($000) $22,765 Shares 138,826 Est. Cost $100.83 Unrealized +39.1%
LW LAMB WESTON HLDGS INC COM 1.0%
Value ($000) $22,364 Shares 194,553 Est. Cost $93.74 Unrealized +13.1%
CVX CHEVRON CORP 1.0%
Value ($000) $22,238 Shares 141,328 Est. Cost $110.19 Unrealized +30.0%
AXP AMERICAN EXPRESS CO 1.0%
Value ($000) $21,571 Shares 123,828 Est. Cost $157.88 Unrealized -1.1%
TKR TIMKEN CO COM 1.0%
Value ($000) $21,521 Shares 235,123 Est. Cost $76.20 Unrealized +3.5%
VRTX VERTEX PHARMACEUTICALS INC 1.0%
Value ($000) $21,486 Shares 61,055 Est. Cost $299.93 Unrealized +12.3%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $21,150 Shares 44,004 Est. Cost $291.76 Unrealized +59.3%
MAR MARRIOTT INTL INC NEW CL A 1.0%
Value ($000) $21,001 Shares 114,328 Est. Cost $157.80 Unrealized +7.1%
TTD THE TRADE DESK INC COM CL A 1.0%
Value ($000) $20,961 Shares 271,446 Est. Cost $67.67 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD ORD 1.0%
Value ($000) $20,785 Shares 277,693 Est. Cost $60.08 Unrealized +14.4%
COP CONOCOPHILLIPS 1.0%
Value ($000) $20,628 Shares 199,088 Est. Cost $77.56 Unrealized +21.8%
PEP PEPSICO INC 1.0%
Value ($000) $20,559 Shares 111,000 Est. Cost $121.09 Unrealized +40.9%
TRV TRAVELERS COMPANIES INC 0.9%
Value ($000) $20,374 Shares 117,322 Est. Cost $170.67 Unrealized -1.7%
TXRH TEXAS ROADHOUSE INC CL A 0.9%
Value ($000) $20,278 Shares 180,598 Est. Cost $88.03 Unrealized +19.6%
CRM SALESFORCE COM INC COM 0.9%
Value ($000) $20,204 Shares 95,634 Est. Cost $166.88 Unrealized +20.9%
HOSTESS BRANDS INC CL A 0.9%
Value ($000) $19,205 Shares 758,480 Est. Cost $19.82 Unrealized
PEN PENUMBRA INC COM 0.9%
Value ($000) $18,995 Shares 55,208 Est. Cost $255.26 Unrealized +20.3%
NEE NEXTERA ENERGY INC COM 0.9%
Value ($000) $18,764 Shares 252,881 Est. Cost $61.01 Unrealized +14.7%
PIONEER NAT RES CO COM 0.9%
Value ($000) $18,739 Shares 90,449 Est. Cost $189.57 Unrealized
PG PROCTER & GAMBLE COMPANY 0.9%
Value ($000) $18,529 Shares 122,109 Est. Cost $101.78 Unrealized +38.8%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.9%
Value ($000) $18,461 Shares 297,179 Est. Cost $59.85 Unrealized +3.4%
BLACKROCK INC COM 0.9%
Value ($000) $18,451 Shares 26,697 Est. Cost $39597.64 Unrealized
KO COCA COLA CO 0.9%
Value ($000) $18,429 Shares 306,026 Est. Cost $51.18 Unrealized +12.1%
LULU LULULEMON ATHLETICA INC COM 0.9%
Value ($000) $18,419 Shares 48,662 Est. Cost $368.96 Unrealized 0.0%
VICI VICI PPTYS INC COM 0.8%
Value ($000) $18,197 Shares 578,969 Est. Cost $28.11 Unrealized -1.8%
AZO AUTOZONE INC COM 0.8%
Value ($000) $17,952 Shares 7,200 Est. Cost $2238.25 Unrealized +13.9%
DE DEERE & CO COM 0.8%
Value ($000) $17,336 Shares 42,784 Est. Cost $229.78 Unrealized +60.1%
MS MORGAN STANLEY 0.8%
Value ($000) $17,127 Shares 200,552 Est. Cost $78.11 Unrealized +0.3%
REATA PHARMACEUTICALS INC CL A 0.8%
Value ($000) $16,800 Shares 164,775 Est. Cost $90.92 Unrealized
TECK TECK COMINCO LTD CL B 0.8%
Value ($000) $16,703 Shares 396,756 Est. Cost $39.69 Unrealized +8.3%
BMRN BIOMARIN PHARMACEUTICAL INC CO 0.8%
Value ($000) $16,251 Shares 187,477 Est. Cost $96.11 Unrealized -2.1%
VRT VERTIV HOLDINGS CO COM CL A 0.7%
Value ($000) $16,089 Shares 649,526 Est. Cost $13.99 Unrealized +22.3%
FDX FEDEX CORP COM 0.7%
Value ($000) $15,687 Shares 63,281 Est. Cost $216.04 Unrealized 0.0%
DHR DANAHER CORP SHS BEN INT 0.7%
Value ($000) $15,535 Shares 64,729 Est. Cost $146.79 Unrealized +42.2%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $15,511 Shares 29,729 Est. Cost $375.91 Unrealized +42.4%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $15,273 Shares 28,369 Est. Cost $325.72 Unrealized +49.6%
WFC WELLS FARGO & CO 0.7%
Value ($000) $15,230 Shares 356,847 Est. Cost $44.06 Unrealized -14.6%
TMUS T MOBILE US INC COM 0.7%
Value ($000) $15,136 Shares 108,972 Est. Cost $118.67 Unrealized +14.3%
REGN REGENERON PHARMACEUTICALS COM 0.7%
Value ($000) $15,081 Shares 20,989 Est. Cost $685.22 Unrealized +11.9%
JAZZ JAZZ PHARMACEUTICALS PLC SHS U 0.7%
Value ($000) $14,937 Shares 120,487 Est. Cost $144.25 Unrealized -6.7%
AEE AMEREN CORP COM 0.7%
Value ($000) $14,629 Shares 179,122 Est. Cost $67.19 Unrealized +17.1%
BAC BANK AMER CORP 0.7%
Value ($000) $14,506 Shares 505,607 Est. Cost $23.75 Unrealized +12.1%
NDAQ NASDAQ OMX GROUP INC COM 0.7%
Value ($000) $14,123 Shares 283,317 Est. Cost $53.58 Unrealized -2.7%
EXPE EXPEDIA INC DEL COM NEW 0.7%
Value ($000) $14,060 Shares 128,532 Est. Cost $104.01 Unrealized -6.5%
CTVA CORTEVA INC COM 0.6%
Value ($000) $13,474 Shares 235,152 Est. Cost $60.01 Unrealized -5.6%
AME AMETEK INC NEW COM 0.6%
Value ($000) $13,412 Shares 82,851 Est. Cost $114.50 Unrealized +25.3%
DOX AMDOCS LTD ORD 0.6%
Value ($000) $13,293 Shares 134,480 Est. Cost $86.60 Unrealized +2.2%
DIS WALT DISNEY CO 0.6%
Value ($000) $13,272 Shares 148,652 Est. Cost $95.94 Unrealized -3.5%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.6%
Value ($000) $13,078 Shares 32,110 Est. Cost $340.30 Unrealized
AWK AMERICAN WTR WKS CO INC NEW CO 0.6%
Value ($000) $12,857 Shares 90,070 Est. Cost $119.31 Unrealized +16.0%
PLAY DAVE & BUSTERS ENTMT INC COM 0.6%
Value ($000) $12,631 Shares 283,464 Est. Cost $39.89 Unrealized -8.4%
AZN ASTRAZENECA PLC SPONSORED ADR 0.6%
Value ($000) $12,553 Shares 175,399 Est. Cost $67.95 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $11,902 Shares 38,315 Est. Cost $195.06 Unrealized +41.7%
LAMR LAMAR ADVERTISING CO NEW CL A 0.5%
Value ($000) $11,509 Shares 115,961 Est. Cost $110.45 Unrealized
GPN GLOBAL PMTS INC COM 0.5%
Value ($000) $11,200 Shares 113,681 Est. Cost $112.70 Unrealized -11.2%
TDY TELEDYNE TECHNOLOGIES INC COM 0.5%
Value ($000) $11,001 Shares 26,759 Est. Cost $423.68 Unrealized -2.7%
MET METLIFE INC 0.5%
Value ($000) $10,300 Shares 182,198 Est. Cost $60.41 Unrealized -15.2%
ZTS ZOETIS INC CL A 0.5%
Value ($000) $10,101 Shares 58,658 Est. Cost $143.49 Unrealized +17.2%
ASO ACADEMY SPORTS & OUTDOORS INCO 0.4%
Value ($000) $8,893 Shares 164,536 Est. Cost $54.86 Unrealized +2.3%
ARE ALEXANDRIA REAL ESTATE EQ INCO 0.4%
Value ($000) $8,396 Shares 73,978 Est. Cost $123.92 Unrealized -16.6%
BC BRUNSWICK CORP 0.4%
Value ($000) $8,162 Shares 94,201 Est. Cost $73.33 Unrealized +4.7%
ETN EATON CORP PLC SHS 0.4%
Value ($000) $8,129 Shares 40,423 Est. Cost $134.33 Unrealized +26.8%
OMC OMNICOM GROUP 0.4%
Value ($000) $7,809 Shares 82,075 Est. Cost $75.83 Unrealized +11.9%
XEL XCEL ENERGY INC COM 0.3%
Value ($000) $5,696 Shares 91,625 Est. Cost $57.09 Unrealized +6.5%
WCC WESCO INTL INC COM 0.2%
Value ($000) $4,585 Shares 25,605 Est. Cost $132.65 Unrealized +7.2%
SPY SPDR TR UNIT SER 1 0.2%
Value ($000) $3,639 Shares 8,210 Est. Cost $78231.35 Unrealized
ULTA ULTA SALON COSMETCS & FRAG ICO 0.1%
Value ($000) $3,080 Shares 6,544 Est. Cost $434.50 Unrealized +12.7%
TGT TARGET CORP 0.1%
Value ($000) $2,284 Shares 17,315 Est. Cost $144.69 Unrealized -6.7%
EQIX EQUINIX INC COM 0.1%
Value ($000) $2,100 Shares 2,679 Est. Cost $692.48 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,761 Shares 5,900 Est. Cost $234.73 Unrealized +16.3%
EXE CHESAPEAKE ENERGY CORP COM 0.1%
Value ($000) $1,676 Shares 20,025 Est. Cost $77.82 Unrealized -5.5%
EXR EXTRA SPACE STORAGE INC COM 0.1%
Value ($000) $1,602 Shares 10,765 Est. Cost $149.89 Unrealized -10.8%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $1,427 Shares 6,875 Est. Cost $169.63 Unrealized +3.5%
V VISA INC COM CL A 0.1%
Value ($000) $1,354 Shares 5,700 Est. Cost $168.84 Unrealized +32.9%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $1,251 Shares 6,421 Est. Cost $170.53 Unrealized +3.7%
MDY SPDR S&P MIDCAP 400 ETF TR UTS 0.0%
Value ($000) $1,045 Shares 2,182 Est. Cost $68865.37 Unrealized
VFIAX VANGUARD INDEX FDS 500INDEX AD 0.0%
Value ($000) $968 Shares 2,358 Est. Cost $410.50 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $815 Shares 4,800 Est. Cost $219.90 Unrealized -14.8%
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $569 Shares 4,995 Est. Cost $131.57 Unrealized -22.2%
VONV VANGUARD SCOTTSDALE FDS VNG RU 0.0%
Value ($000) $520 Shares 7,510 Est. Cost $65.23 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $517 Shares 2,100 Est. Cost $176.55 Unrealized +21.1%
RSP POWERSHARES EXCHANGE TRADED FD 0.0%
Value ($000) $514 Shares 3,436 Est. Cost $123.23 Unrealized
VIGAX VANGUARD INDEX FDS GRW INDEX A 0.0%
Value ($000) $510 Shares 3,501 Est. Cost $145.67 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $476 Shares 2,878 Est. Cost $82.80 Unrealized +79.8%
IWF ISHARES TR RUSSELL1000GRW 0.0%
Value ($000) $466 Shares 1,694 Est. Cost $244.37 Unrealized
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $440 Shares 3,325 Est. Cost $123.89 Unrealized +3.4%
CMI CUMMINS INC 0.0%
Value ($000) $391 Shares 1,595 Est. Cost $210.17 Unrealized +1.3%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $353 Shares 1,094 Est. Cost $163.05 Unrealized +88.8%
XLF SECTOR SPDR TR SBI FINL 0.0%
Value ($000) $329 Shares 9,750 Est. Cost $28.19 Unrealized
XLK SECTOR SPDR TR SBI TECHNOLGY 0.0%
Value ($000) $268 Shares 1,539 Est. Cost $151.01 Unrealized
IWD ISHARES TR RUSSELL1000VAL 0.0%
Value ($000) $243 Shares 1,542 Est. Cost $151.94 Unrealized
NXST NEXSTAR MEDIA GROUP INC CL A 0.0%
Value ($000) $208 Shares 1,250 Est. Cost $154.85 Unrealized -4.2%
XLU SECTOR SPDR TR SBI UTILITIES 0.0%
Value ($000) $203 Shares 3,103 Est. Cost $69.06 Unrealized