Staley Capital Advisers Inc Reduced Holdings in Q1 2025

Staley Capital Advisers Inc

  • $2.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-3.89K
- 0.6%
$156.06 - $207.71 $607K - $808K
645K $101M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.11K
- 0.5%
$360.07 - $417.26 $761K - $882K
424K $153M
LQDT
Liquidity Services Inc

Consumer Cyclical
-351K
- 26.96%
$29.26 - $37.61 $10.3M - $13.2M
951K $29.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.26K
- 1.02%
$190.26 - $242.06 $620K - $788K
315K $59.9M
GM
General Motors CO

Consumer Cyclical
-11.8K
- 0.89%
$45.22 - $54.92 $532K - $646K
1.32M $61.9M
NVDA
Nvidia Corp

Technology
-15
- 0.01%
$106.98 - $149.43 $1.6K - $2.24K
224K $24.3M
AAPL
Apple Inc.

Technology
-748
- 0.47%
$209.68 - $247.1 $157K - $185K
159K $35.4M
DIS
Walt Disney CO

Communication Services
-1.34K
- 0.44%
$96.87 - $114.0 $130K - $153K
304K $30M
VO
Vanguard Mid Cap ETF

ETFs
-13.1K
- 21.29%
$251.87 - $277.95 $3.29M - $3.64M
48.4K $12.5M
JPM
Jpmorgan Chase & CO

Financial Services
-23K
- 4.93%
$225.19 - $279.95 $5.17M - $6.43M
443K $109M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-10.1K
- 10.12%
$120.24 - $134.3 $1.22M - $1.36M
90K $11M
DD
Du Pont De Nemours, Inc.

Basic Materials
-7.59K
- 1.15%
$72.7 - $84.32 $552K - $640K
652K $48.7M
VB
Vanguard Small Cap ETF

ETFs
-1.19K
- 2.16%
$217.89 - $252.64 $259K - $300K
53.9K $12M
SPG
Simon Property Group Inc

Real Estate
-4.9K
- 9.27%
$159.48 - $187.78 $781K - $919K
47.9K $7.95M
OPCH
Option Care Health, Inc.

Healthcare
-200K
- 40.0%
$22.7 - $35.2 $4.54M - $7.04M
300K $10.5M
TJX
Tjx Companies Inc

Consumer Cyclical
-9.77K
- 5.88%
$112.81 - $126.16 $1.1M - $1.23M
156K $19M
TTEK
Tetra Tech Inc

Industrials
-344
- 0.44%
$28.26 - $42.58 $9.72K - $14.6K
77.2K $2.26M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-32.7K
- 5.13%
$42.5 - $46.71 $1.39M - $1.53M
605K $27.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-217
- 5.24%
$222.15 - $428.22 $48.2K - $92.9K
3.93K $1.02M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-133
- 1.02%
$522.96 - $601.18 $69.6K - $80K
13K $6.92M
QCOM
Qualcomm Inc

Technology
-2.37K
- 0.32%
$151.94 - $175.86 $361K - $417K
730K $112M
EEM
Ishares Msci Emerging Markets

ETFs
-13.5K
- 9.78%
$40.81 - $45.34 $551K - $612K
125K $5.44M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.93K
- 10.71%
$81.1 - $94.7 $157K - $183K
16.1K $1.3M
FHI
Federated Hermes, Inc.

Financial Services
-7.5K
- 30.54%
$37.58 - $41.51 $282K - $311K
17.1K $695K
UBSI
United Bankshares Inc

Financial Services
-3.07K
- 5.11%
$34.03 - $39.27 $104K - $121K
57K $1.98M
IWM
Ishares Russell 2000 ETF

ETFs
-903
- 36.95%
$198.1 - $229.79 $179K - $208K
1.54K $307K
VUG
Vanguard Growth ETF

ETFs
-112
- 2.45%
$369.1 - $427.61 $41.3K - $47.9K
4.46K $1.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
-50
- 1.05%
$551.42 - $612.93 $27.6K - $30.6K
4.7K $2.63M
MTB
M&T Bank Corp

Financial Services
-500
- 9.8%
$170.47 - $201.98 $85.2K - $101K
4.6K $822K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.59K
- 22.47%
$57.21 - $65.8 $90.7K - $104K
5.47K $319K
MRCY
Mercury Systems Inc

Industrials
-15K
- 3.06%
$39.67 - $49.88 $593K - $746K
473K $20.4M
TFC
Truist Financial Corp

Financial Services
-1.5K
- 6.98%
$39.48 - $48.15 $59.2K - $72.2K
20K $823K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.4K
- 18.17%
$76.77 - $82.22 $107K - $115K
6.29K $499K
HD
Home Depot, Inc.

Consumer Cyclical
-7
- 0.18%
$347.25 - $424.87 $2.43K - $2.97K
3.83K $1.4M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2K
- 7.02%
$47.33 - $47.92 $94.7K - $95.8K
26.5K $1.26M
META
Meta Platforms, Inc.

Communication Services
-100
- 5.22%
$576.36 - $736.67 $57.6K - $73.7K
1.82K $1.05M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2K
- 9.76%
$30.73 - $32.26 $61.5K - $64.5K
18.5K $568K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-108
- 0.18%
$21.23 - $23.75 $2.29K - $2.57K
61.2K $1.32M
PEP
Pepsico Inc

Consumer Defensive
-344
- 3.79%
$142.64 - $156.42 $49.1K - $53.8K
8.73K $1.31M
VIG
Vanguard Dividend Appreciation

ETFs
-381
- 1.44%
N/A
26.1K $4.76M
FORA
Forian Inc.

Healthcare
-400
- 0.04%
$1.98 - $3.32 $792 - $1.33K
1.1M $2.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.15K
- 5.43%
$79.17 - $82.04 $91K - $94.3K
20K $1.64M
VBR
Vanguard Small Cap Value ETF

ETFs
-60
- 2.53%
$183.02 - $207.75 $11K - $12.5K
2.31K $430K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-11
- 0.21%
$56.17 - $59.71 $618 - $657
5.14K $293K
Vanguard Windsor Adm
-845
- 2.49%
N/A
33.1K $0
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 1.44%
$890.62 - $1076.86 $5.34K - $6.46K
412 $389K
NFLX
Netflix Inc

Communication Services
-6
- 0.78%
$828.4 - $1058.6 $4.97K - $6.35K
761 $709K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.05K
- 1.53%
$71.17 - $73.66 $146K - $151K
132K $9.7M
XOM
Exxon Mobil Corp

Energy
-346
- 3.62%
$105.44 - $118.93 $36.5K - $41.1K
9.21K $1.1M
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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