HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT |
352,135 | -11,588 | $132,418 |
| MSFT | 352,135 | -11,588 | $132,418 |
| APPLE INC |
657,032 | -33,952 | $126,499 |
| AAPL | 657,032 | -33,952 | $126,499 |
| AMAZON COM INC COM |
517,535 | -3,688 | $78,635 |
| AMZN | 517,535 | -3,688 | $78,635 |
| NVIDIA CORP COM |
134,064 | -4,187 | $66,392 |
| NVDA | 134,064 | -4,187 | $66,392 |
| META PLATFORMS |
143,758 | +12,097 | $50,885 |
| META | 143,758 | +12,097 | $50,885 |
| ALPHABET CLASS A |
326,861 | -2,446 | $45,660 |
| GOOGL | 326,861 | -2,446 | $45,660 |
| LILLY ELI AND COMPANY |
66,604 | -5,265 | $38,825 |
| LLY | 66,604 | -5,265 | $38,825 |
| VERTIV HOLDINGS CO COM CL A |
789,741 | -43,130 | $37,931 |
| VRT | 789,741 | -43,130 | $37,931 |
| CELSIUS HLDGS INC COM NEW |
671,588 | +36,725 | $36,615 |
| CELH | 671,588 | +36,725 | $36,615 |
| BROADCOM INC COM |
32,024 | -2,957 | $35,747 |
| AVGO | 32,024 | -2,957 | $35,747 |
| ALPHABET CLASS C |
249,845 | -11,792 | $35,211 |
| GOOG | 249,845 | -11,792 | $35,211 |
| BOEING CO |
128,810 | -10,888 | $33,576 |
| BA | 128,810 | -10,888 | $33,576 |
| JPMORGAN CHASE & CO |
197,020 | -11,720 | $33,513 |
| JPM | 197,020 | -11,720 | $33,513 |
| PALO ALTO NETWORKS INC COM |
113,068 | -12,147 | $33,342 |
| PANW | 113,068 | -12,147 | $33,342 |
| UBER TECHNOLOGIES INC COM |
502,459 | -50,027 | $30,937 |
| UBER | 502,459 | -50,027 | $30,937 |
| QUANTA SVCS INC COM |
143,352 | -6,589 | $30,936 |
| PWR | 143,352 | -6,589 | $30,936 |
| LAM RESEARCH CORP COM |
38,104 | -1,672 | $29,846 |
| LRCX | 38,104 | -1,672 | $29,846 |
| ARISTA NETWORKS INC COM |
123,508 | -2,884 | $29,088 |
| ANET | 123,508 | -2,884 | $29,088 |
| MASTERCARD INC CL A |
67,681 | -3,408 | $28,867 |
| MA | 67,681 | -3,408 | $28,867 |
| SERVICENOW INC COM |
39,538 | -1,765 | $27,933 |
| NOW | 39,538 | -1,765 | $27,933 |
| MCKESSON CORP COM |
59,053 | -2,457 | $27,341 |
| MCK | 59,053 | -2,457 | $27,341 |
 BERKSHIRE HATHAWAY INC DEL CL |
$26,748 | ||
| BRK.B | 74,996 | -3,243 | $26,748 |
| LULULEMON ATHLETICA INC COM |
51,138 | -1,946 | $26,146 |
| LULU | 51,138 | -1,946 | $26,146 |
| EQUINIX INC COM |
32,205 | +3,591 | $25,938 |
| EQIX | 32,205 | +3,591 | $25,938 |
| HOWMET AEROSPACE INC COM |
470,240 | -13,960 | $25,450 |
| HWM | 470,240 | -13,960 | $25,450 |
| MARRIOTT INTL INC NEW CL A |
111,734 | -7,420 | $25,197 |
| MAR | 111,734 | -7,420 | $25,197 |
| E L F BEAUTY INC COM |
171,877 | +171,877 | $24,809 |
| ELF | 171,877 | +171,877 | $24,809 |
| VERTEX PHARMACEUTICALS INC |
60,325 | -557 | $24,546 |
| VRTX | 60,325 | -557 | $24,546 |
| RESTAURANT BRANDS INTL INC COM |
310,866 | -37,526 | $24,288 |
| QSR | 310,866 | -37,526 | $24,288 |
| SALESFORCE COM INC COM |
91,679 | -2,811 | $24,125 |
| CRM | 91,679 | -2,811 | $24,125 |
| MANHATTAN ASSOCS INC COM |
111,129 | -5,778 | $23,928 |
| MANH | 111,129 | -5,778 | $23,928 |
| MERCK & COMPANY |
215,122 | -5,496 | $23,453 |
| MRK | 215,122 | -5,496 | $23,453 |
| NUCOR CORP |
134,242 | -5,345 | $23,364 |
| NUE | 134,242 | -5,345 | $23,364 |
| EXXON MOBIL CORP |
232,100 | -13,875 | $23,205 |
| XOM | 232,100 | -13,875 | $23,205 |
| MORGAN STANLEY |
248,366 | +27,112 | $23,160 |
| MS | 248,366 | +27,112 | $23,160 |
| BLACKROCK INC COM |
27,873 | +884 | $22,627 |
| BLK | 27,873 | +884 | $22,627 |
| GE HEALTHCARE TECHNOLOGIES ICO |
290,592 | +10,208 | $22,469 |
| GEHC | 290,592 | +10,208 | $22,469 |
| TRAVELERS COMPANIES INC |
117,195 | +2,373 | $22,325 |
| TRV | 117,195 | +2,373 | $22,325 |
| UNITEDHEALTH GROUP INC |
42,249 | -617 | $22,243 |
| UNH | 42,249 | -617 | $22,243 |
| BANK AMER CORP |
657,167 | +195,785 | $22,127 |
| BAC | 657,167 | +195,785 | $22,127 |
| CONOCOPHILLIPS |
187,823 | -13,750 | $21,801 |
| COP | 187,823 | -13,750 | $21,801 |
| AMERICAN EXPRESS CO |
114,827 | -7,516 | $21,512 |
| AXP | 114,827 | -7,516 | $21,512 |
| TEXAS ROADHOUSE INC CL A |
175,046 | -675 | $21,396 |
| TXRH | 175,046 | -675 | $21,396 |
| NASDAQ OMX GROUP INC COM |
365,494 | +83,227 | $21,250 |
| NDAQ | 365,494 | +83,227 | $21,250 |
| MICRON TECHNOLOGY INC COM |
243,244 | +76,343 | $20,759 |
| MU | 243,244 | +76,343 | $20,759 |
| VICI PPTYS INC COM |
646,434 | +14,960 | $20,608 |
| VICI | 646,434 | +14,960 | $20,608 |
| WELLS FARGO & CO |
418,588 | +48,260 | $20,603 |
| WFC | 418,588 | +48,260 | $20,603 |
| THE TRADE DESK INC COM CL A |
282,944 | -14,710 | $20,361 |
| TTD | 282,944 | -14,710 | $20,361 |
| EXPEDIA INC DEL COM NEW |
132,028 | +31,883 | $20,041 |
| EXPE | 132,028 | +31,883 | $20,041 |
| PIONEER NAT RES CO COM |
87,777 | -3,157 | $19,739 |
| PXD | 87,777 | -3,157 | $19,739 |
See Full List: All Stocks Held By Braun Stacey Associates Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Braun Stacey Associates Inc.
|
Size ($ in 1000's)
At 12/31/2023: $2,236,818 At 09/30/2023: $2,126,360 Braun Stacey Associates Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Braun Stacey Associates Inc. 13F filings. Link to 13F filings: SEC filings |
