Braun Stacey Associates Inc

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 116
Total Value: 2445392363
Accession Number: 0001213900-25-036427
Form Type: 13F-HR
CIK: 0000872080
Manager Name: Braun Stacey Associates Inc

Data Enrichment

94% identified

109 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

116 positions • $2,445,392.363K total value

116 positions

Manager:

SEC FilingSEC DataHachi Filing

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Apple Inc.

AAPL|037833100

622396(-1.4%)

Value:

$138.3B(-12.6%)

NVIDIA CORP

NVDA|67066G104

1176983(-0.8%)

Value:

$127.6B(-19.9%)

MICROSOFT CORP

MSFT|594918104

324854(-0.9%)

Value:

$121.9B(-11.8%)

AMAZON COM INC

AMZN|023135106

467771(-4.7%)

Value:

$89.0B(-17.4%)

Meta Platforms, Inc.

META|30303M102

127942(-0.2%)

Value:

$73.7B(-1.8%)

Alphabet Inc.

GOOGL|02079K305

330232(-1.0%)

Value:

$51.1B(-19.1%)

JPMORGAN CHASE & CO

JPM|46625H100

189649(-3.0%)

Value:

$46.5B(-0.8%)

Howmet Aerospace Inc.

HWM|443201108

350162(-3.1%)

Value:

$45.4B(+14.9%)

EXXON MOBIL CORP

XOM|30231G102

381813(-1.4%)

Value:

$45.4B(+9.0%)

CORCEPT THERAPEUTICS INC

CORT|218352102

366619(+23.7%)

Value:

$41.9B(+180.4%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

78220(+2.5%)

Value:

$41.7B(+20.4%)

ELI LILLY & Co

LLY|532457108

50323(-3.3%)

Value:

$41.6B(+3.4%)

Broadcom Inc.

AVGO|11135F101

248050(+1.1%)

Value:

$41.5B(-27.0%)

AppLovin Corp

APP|03831W108

137735(-25.5%)

Value:

$36.5B(-39.0%)

WELLTOWER INC.

WELL|95040Q104

234401(-5.6%)

Value:

$35.9B(+14.7%)

Mastercard Inc

MA|57636Q104

64345(-2.1%)

Value:

$35.3B(+1.9%)

T-Mobile US, Inc.

TMUS|872590104

132211(-5.5%)

Value:

$35.3B(+14.2%)

TRAVELERS COMPANIES, INC.

TRV|89417E109

119652(+6.6%)

Value:

$31.6B(+17.1%)

Alphabet Inc.

GOOG|02079K107

198163(-6.1%)

Value:

$31.0B(-23.0%)

WELLS FARGO & COMPANY/MN

WFC|949746101

417280(+1.8%)

Value:

$30.0B(+4.0%)

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	622.4K	QoQ -1.43% (-9.0K) YoY +15479.37% (+618.4K)	All Managers (Combined)	$138.3M	QoQ -12.56% (-$19.9M) YoY +20182793.86% (+$138.3M)
Nvidia Corp(NVDAcusip67066G104)	1.2M	QoQ -0.76% (-9.1K) YoY +185251.65% (+1.2M)	All Managers (Combined)	$127.6M	QoQ -19.91% (-$31.7M) YoY +22223143.55% (+$127.6M)
Microsoft Corp(MSFTcusip594918104)	324.9K	QoQ -0.92% (-3.0K) YoY +17179.46% (+323.0K)	All Managers (Combined)	$121.9M	QoQ -11.76% (-$16.3M) YoY +15416706.95% (+$121.9M)
Amazon Com Inc(AMZNcusip023135106)	467.8K	QoQ -4.74% (-23.3K) YoY +15947.03% (+464.9K)	All Managers (Combined)	$89.0M	QoQ -17.39% (-$18.7M) YoY +16919692.77% (+$89.0M)
Meta Platforms, Inc.(METAcusip30303M102)	127.9K	QoQ -0.21% (-278) YoY +15314.69% (+127.1K)	All Managers (Combined)	$73.7M	QoQ -1.77% (-$1.3M) YoY +18297828.28% (+$73.7M)
Alphabet Inc.(GOOGLcusip02079K305)	330.2K	QoQ -0.98% (-3.3K) YoY +13602.57% (+327.8K)	All Managers (Combined)	$51.1M	QoQ -19.11% (-$12.1M) YoY +14029316.48% (+$51.1M)
Jpmorgan Chase & Co(JPMcusip46625H100)	189.6K	QoQ -3.02% (-5.9K) YoY +17379.17% (+188.6K)	All Managers (Combined)	$46.5M	QoQ -0.76% (-$357.0K) YoY +21438102.76% (+$46.5M)
Howmet Aerospace Inc.(HWMcusip443201108)	350.2K	QoQ -3.14% (-11.4K) YoY +13631.84% (+347.6K)	All Managers (Combined)	$45.4M	QoQ +14.88% (-$5.9M) YoY +26107093.10% (+$45.4M)
Exxon Mobil Corp(XOMcusip30231G102)	381.8K	QoQ -1.38% (-5.4K) YoY +26414.79% (+380.4K)	All Managers (Combined)	$45.4M	QoQ +9.03% (-$3.8M) YoY +27190929.94% (+$45.4M)
Corcept Therapeutics Inc(CORTcusip218352102)	366.6K	QoQ +23.69% (+70.2K) YoY NEW(+366.6K)	All Managers (Combined)	$41.9M	QoQ +180.38% (+$26.9M) YoY NEW(+$41.9M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	78.2K	QoQ +2.48% (+1.9K) YoY +16721.50% (+77.8K)	All Managers (Combined)	$41.7M	QoQ +20.41% (+$7.1M) YoY +21254189.79% (+$41.7M)
Eli Lilly & Co(LLYcusip532457108)	50.3K	QoQ -3.32% (-1.7K) YoY +13878.61% (+50.0K)	All Managers (Combined)	$41.6M	QoQ +3.42% (-$1.4M) YoY +14843567.50% (+$41.6M)
Broadcom Inc.(AVGOcusip11135F101)	248.1K	QoQ +1.07% (-2.6K) YoY +159932.25% (+247.9K)	All Managers (Combined)	$41.5M	QoQ -27.00% (-$15.4M) YoY +20258929.75% (+$41.5M)
Applovin Corp(APPcusip03831W108)	137.7K	QoQ -25.49% (-47.1K) YoY +7838.61% (+136.0K)	All Managers (Combined)	$36.5M	QoQ -39.03% (-$23.4M) YoY +30412935.83% (+$36.5M)
Welltower Inc.(WELLcusip95040Q104)	234.4K	QoQ -5.62% (-14.0K) YoY NEW(+234.4K)	All Managers (Combined)	$35.9M	QoQ +14.72% (-$4.6M) YoY NEW(+$35.9M)
Mastercard Inc(MAcusip57636Q104)	64.3K	QoQ -2.13% (-1.4K) YoY +20007.81% (+64.0K)	All Managers (Combined)	$35.3M	QoQ +1.86% (-$647.3K) YoY +22901705.84% (+$35.3M)
T-Mobile Us, Inc.(TMUScusip872590104)	132.2K	QoQ -5.46% (-7.6K) YoY +17411.39% (+131.5K)	All Managers (Combined)	$35.3M	QoQ +14.23% (-$4.4M) YoY +28668189.43% (+$35.3M)
Travelers Companies, Inc.(TRVcusip89417E109)	119.7K	QoQ +6.62% (+7.4K) YoY +17116.11% (+119.0K)	All Managers (Combined)	$31.6M	QoQ +17.05% (+$4.6M) YoY +19776880.00% (+$31.6M)
Alphabet Inc.(GOOGcusip02079K107)	198.2K	QoQ -6.09% (-12.9K) YoY +19232.97% (+197.1K)	All Managers (Combined)	$31.0M	QoQ -22.96% (-$9.2M) YoY +19845416.02% (+$31.0M)
Wells Fargo & Company/Mn(WFCcusip949746101)	417.3K	QoQ +1.80% (+7.4K) YoY +19353.61% (+415.1K)	All Managers (Combined)	$30.0M	QoQ +4.04% (+$1.2M) YoY +24158392.74% (+$30.0M)