Braun Stacey Associates Inc Reduced Holdings in Q3 2025

Braun Stacey Associates Inc

  • $2.82 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TRGP
Targa Resources Corp.

Energy
-126K
- 98.4%
$160.52 - $174.4 $20.3M - $22.1M
2.05K $343K
KD
Kyndryl Holdings, Inc.

Technology
-292K
- 56.38%
$28.94 - $43.41 $8.44M - $12.7M
226K $6.78M
AMGN
Amgen Inc

Healthcare
-34.9K
- 88.59%
$271.18 - $309.22 $9.48M - $10.8M
4.5K $1.27M
VRT
Vertiv Holdings CO

Industrials
-112K
- 27.51%
N/A
295K $25.6M
LLY
Eli Lilly & CO

Healthcare
-5.9K
- 12.38%
$625.65 - $812.69 $3.69M - $4.8M
41.8K $31.9M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-11.6K
- 8.47%
$158.24 - $191.13 $1.84M - $2.22M
126K $20.9M
HWM
Howmet Aerospace Inc.

Industrials
-29K
- 11.02%
$171.0 - $196.23 $4.96M - $5.69M
234K $46M
CL
Colgate Palmolive CO

Consumer Defensive
-4.92K
- 2.06%
$79.36 - $93.33 $390K - $459K
233K $18.6M
ITRI
Itron, Inc.

Technology
-11.2K
- 5.15%
$117.47 - $138.42 $1.31M - $1.55M
206K $25.6M
PANW
Palo Alto Networks Inc

Technology
-10.9K
- 8.18%
$167.06 - $208.19 $1.82M - $2.27M
122K $24.9M
DE
Deere & CO

Industrials
-740
- 9.13%
$457.26 - $524.37 $338K - $388K
7.36K $3.37M
ACGL
Arch Capital Group Ltd.

Financial Services
-7.29K
- 3.11%
$85.61 - $93.54 $624K - $682K
227K $20.6M
IBM
International Business Machines Corp

Technology
-227
- 3.43%
$234.77 - $292.47 $53.3K - $66.4K
6.4K $1.81M
V
Visa Inc.

Financial Services
-50
- 1.1%
$332.09 - $358.86 $16.6K - $17.9K
4.5K $1.54M
VTI
Vanguard Total Stock Market Et

ETFs
-230
- 24.03%
$303.93 - $329.86 $69.9K - $75.9K
727 $238K
XLF
Financial Sector Spdr

ETFs
-883
- 7.8%
$51.37 - $54.25 $45.4K - $47.9K
10.4K $562K
UBER
Uber Technologies, Inc

Technology
-467
- 6.53%
$86.91 - $99.57 $40.6K - $46.5K
6.69K $655K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-102
- 5.93%
$567.09 - $607.37 $57.8K - $62K
1.62K $963K
Ge Vernova Inc
-5.8K
- 12.65%
N/A
40K $0
Lam Research Corp New
-58.3K
- 22.88%
N/A
197K $0
Arista Networks Inc
-5.75K
- 4.68%
N/A
117K $0
Blackrock Inc
-85
- 0.36%
N/A
23.8K $0
IWD
Ishares Russell 1000 Val ETF

ETFs
-15
- 1.31%
$192.76 - $203.86 $2.89K - $3.06K
1.13K $230K
XLK
Technology Sector Spdr

ETFs
-75
- 6.38%
$250.97 - $282.66 $18.8K - $21.2K
1.1K $310K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1
- 0.11%
$420.11 - $472.68 $420 - $473
898 $420K
SPY
Spdr S&P 500 ETF Trust

ETFs
-355
- 5.55%
$617.65 - $666.84 $219K - $237K
6.05K $4.03M
MMM
3 M CO

Industrials
-1.63K
- 1.0%
$144.41 - $160.2 $235K - $261K
161K $24.9M
MA
Mastercard Inc

Financial Services
-34
- 0.06%
$550.18 - $598.96 $18.7K - $20.4K
61.7K $35.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.33K
- 1.68%
$459.11 - $506.91 $609K - $673K
77.6K $39M
PWR
Quanta Services, Inc.

Industrials
-6.13K
- 6.92%
$372.29 - $421.68 $2.28M - $2.58M
82.3K $34.1M
AXP
American Express CO

Financial Services
-547
- 0.77%
$294.27 - $342.31 $161K - $187K
70.3K $23.4M
WFC
Wells Fargo & Company

Financial Services
-3.03K
- 0.79%
$77.05 - $85.16 $233K - $258K
382K $32M
MCK
Mckesson Corp

Healthcare
-312
- 0.87%
$659.01 - $772.54 $206K - $241K
35.4K $27.3M
TRV
Travelers Companies, Inc.

Financial Services
-259
- 0.22%
$250.62 - $279.43 $64.9K - $72.4K
118K $33.1M
TECK
Teck Resources LTD

Basic Materials
-840
- 0.2%
$31.27 - $44.1 $26.3K - $37K
420K $18.4M
XOM
Exxon Mobil Corp

Energy
-631
- 0.16%
$105.83 - $117.22 $66.8K - $74K
385K $43.4M
CORT
Corcept Therapeutics Inc

Healthcare
-6.59K
- 2.29%
$67.17 - $83.9 $443K - $553K
281K $23.3M
LDOS
Leidos Holdings, Inc.

Technology
-3.23K
- 2.79%
$159.2 - $188.96 $514K - $610K
112K $21.2M
ETR
Entergy Corp

Utilities
-285
- 0.09%
$80.93 - $93.55 $23.1K - $26.7K
318K $29.7M
RTX
Raytheon Technologies Corp

Industrials
-2.18K
- 1.17%
$144.19 - $167.33 $314K - $364K
184K $30.7M
JPM
Jpmorgan Chase & CO

Financial Services
-836
- 0.44%
$282.78 - $316.06 $236K - $264K
188K $59.2M
WELL
Welltower Inc.

Real Estate
-840
- 0.37%
$150.71 - $178.14 $127K - $150K
227K $40.4M
CRDO
Credo Technology Group Holding LTD

Technology
-41.6K
- 13.28%
$87.59 - $172.31 $3.64M - $7.17M
272K $39.6M
AVGO
Broadcom Inc.

Technology
-1.9K
- 0.78%
$264.74 - $369.57 $503K - $702K
241K $79.4M
NVDA
Nvidia Corp

Technology
-21.6K
- 1.88%
$153.3 - $186.58 $3.31M - $4.03M
1.13M $211M
APP
App Lovin Corp

Technology
-8.01K
- 5.94%
$335.1 - $718.54 $2.68M - $5.76M
127K $91.1M
Activity Summary
Buys All Purchases 59 New Holdings 9 Increased Positions 50 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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