Staley Capital Advisers Inc Purchases in Q1 2025

Staley Capital Advisers Inc

  • $2.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SJM
J M Smucker CO

Consumer Defensive
44.5K
+ 8.76%
$100.41 - $118.41 $4.46M - $5.26M
552K $65.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.32K
+ 129.46%
$507.05 - $563.67 $3.71M - $4.12M
13K $6.66M
WBD
Warner Bros. Discovery, Inc.

Communication Services
178K
+ 23.13%
$9.47 - $11.46 $1.69M - $2.04M
950K $10.2M
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
450K
+ 69.23%
$7.89 - $12.48 $3.55M - $5.62M
1.1M $9.83M
VZ
Verizon Communications Inc

Communication Services
11.5K
+ 5.85%
$37.81 - $46.49 $436K - $536K
209K $9.46M
QRTEP
Qurate Retail Inc Cum Red Pfd

Consumer Cyclical
49.7K
New
$28.21 - $40.3 $1.4M - $2M
49.7K $1.4M
EFG
Msci Eafe Growth ETF

ETFs
6.52K
+ 4.73%
$96.1 - $106.37 $627K - $694K
144K $14.4M
IFF
International Flavors & Fragrances Inc

Basic Materials
61.9K
+ 11.57%
$76.48 - $87.72 $4.74M - $5.43M
597K $46.3M
EFV
Msci Eafe Value ETF

ETFs
900
+ 0.72%
$51.88 - $60.73 $46.7K - $54.7K
126K $7.44M
APO
Apollo Global Management, Inc.

Financial Services
6.3K
New
$126.01 - $172.06 $794K - $1.08M
6.3K $862K
VEA
Vanguard Ftse Developed Market

ETFs
2.04K
+ 1.08%
$47.4 - $52.99 $96.6K - $108K
191K $9.7M
COMM
Comm Scope Holding Company, Inc.

Technology
100K
+ 17.51%
$4.63 - $6.35 $463K - $635K
671K $3.56M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.08K
+ 47.42%
$102.49 - $119.96 $623K - $729K
18.9K $1.98M
VTV
Vanguard Value ETF

ETFs
555
+ 0.48%
$167.73 - $179.21 $93.1K - $99.5K
117K $20.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.91K
+ 2.64%
$77.7 - $78.94 $304K - $309K
152K $12M
VGIT
Vanguard Intermediate Term Tre

ETFs
544
+ 0.21%
$57.44 - $59.4 $31.2K - $32.3K
260K $15.5M
SPSB
Spdr Portfolio Short Term Corp

ETFs
11.6K
+ 8.44%
$29.82 - $30.1 $346K - $349K
149K $4.49M
C
Citigroup Inc

Financial Services
2.18K
+ 0.64%
$67.23 - $84.63 $147K - $185K
341K $24.2M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
6K
New
$51.26 - $52.53 $308K - $315K
6K $309K
CORT
Corcept Therapeutics Inc

Healthcare
2.17K
New
$49.85 - $114.22 $108K - $248K
2.17K $248K
FFIV
F5, Inc.

Technology
929
New
$251.75 - $310.6 $234K - $289K
929 $247K
MA
Mastercard Inc

Financial Services
219
+ 3.83%
$504.67 - $576.31 $111K - $126K
5.94K $3.26M
PPG
Ppg Industries Inc

Basic Materials
1.91K
New
$107.44 - $124.29 $205K - $238K
1.91K $208K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
1M
New
$0.17 - $0.42 $170K - $420K
1M $190K
APD
Air Products & Chemicals, Inc.

Basic Materials
115
+ 0.65%
$283.24 - $338.07 $32.6K - $38.9K
17.8K $5.26M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1K
+ 6.08%
$100.32 - $100.76 $100K - $101K
17.5K $1.76M
EOSE
Eos Energy Enterprises, Inc.

Industrials
20K
New
$3.78 - $6.08 $75.6K - $122K
20K $75K
Schwab S&P 500 Index
1.12K
+ 16.32%
N/A
7.99K $0
Natixis Loomis Sayles Inv Grad
28.5K
New
N/A
28.5K $0
Alphabet A
100
+ 0.23%
N/A
43K $0
Fundamental Invs Cl F2 Shs
8.71K
New
N/A
8.71K $0
Atara Biotherapeutics Com New
30K
+ 60.0%
N/A
80K $0
Blackstone Group
6.23K
New
N/A
6.23K $0
Dfa Lrg Value ETF
2.2K
+ 11.0%
N/A
22.2K $0
Calamos Invt Tr New Mkt Neutra
23.7K
New
N/A
23.7K $0
Dfa Small Cap ETF
7.73K
+ 52.5%
N/A
22.5K $0
Fidelity Midcap
106K
+ 464.03%
N/A
129K $0
ONDS
Ondas Holdings Inc.

Technology
10K
+ 80.0%
$0.68 - $2.8 $6.8K - $28K
22.5K $24K
IVV
Ishares Core S&P 500 ETF

ETFs
26
+ 1.87%
$554.06 - $615.85 $14.4K - $16K
1.42K $797K
DFAT
Dimensional ETF Tr U S Target

ETFs
22
+ 0.3%
$50.44 - $58.1 $1.11K - $1.28K
7.24K $372K
NKE
Nike, Inc.

Consumer Cyclical
200
+ 5.3%
$63.29 - $81.72 $12.7K - $16.3K
3.97K $252K
FMC
Fmc Corp

Basic Materials
102
+ 1.69%
$34.54 - $56.38 $3.52K - $5.75K
6.15K $259K
VYNE
Vyne Therapeutics Inc.

Healthcare
15K
+ 41.13%
$1.58 - $4.01 $23.7K - $60.2K
51.5K $81K
VV
Vanguard Large Cap ETF

ETFs
107
+ 1.66%
$253.32 - $282.66 $27.1K - $30.2K
6.56K $1.69M
SWKS
Skyworks Solutions, Inc.

Technology
334
+ 8.26%
$64.12 - $93.96 $21.4K - $31.4K
4.38K $283K
DOW
Dow Inc.

Basic Materials
17.4K
+ 13.07%
$34.36 - $41.92 $597K - $729K
150K $5.25M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3
+ 0.0%
$25.58 - $29.24 $76.7 - $87.7
67.4K $1.77M
CRM
Salesforce, Inc.

Technology
38
+ 1.15%
$268.36 - $359.95 $10.2K - $13.7K
3.34K $897K
BA
Boeing CO

Industrials
9.53K
+ 3.2%
$148.15 - $186.25 $1.41M - $1.77M
308K $52.5M
Activity Summary
Buys All Purchases 55 New Holdings 13 Increased Positions 42 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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