STALEY CAPITAL ADVISERS INC Q1 2023 Filing

Filed May 10, 2023

Portfolio Value

$1.8T

Holdings

178

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (178 positions)

#StockSharesValue% PortfolioType
101
SCHBSCHWAB U.S. BROAD MARKET
22,054$1.1B0.06%
102
SHYiSHARES 1-3 YR TREASURY
12,625$1.0B0.06%
103
ESGEiSHARES ESG AWARE EMERGING MKT
30,000$944.0M0.05%
104
XOMEXXON MOBIL
8,564$939.0M0.05%
105
MRKMERCK & CO. INC.
8,551$910.0M0.05%
106
HSICHENRY SCHEIN
10,868$886.0M0.05%
107
SNPSSYNOPSYS INC
2,236$864.0M0.05%
108
VVISA INC CL A
3,783$853.0M0.05%
109
BUGGLOBAL X FDS CYBRSCURTY ETF
35,900$842.0M0.05%
110
NMLNEUBERGER BRMN. MLP INCOME
127,000$834.0M0.05%
111
PFFiSHARES PREFERRED STOCK
26,200$818.0M0.05%
112
IWDiSHARES RUSSELL 1000 VALUE
5,358$816.0M0.05%
113
VBRVANGUARD SMALL CAP VALUE ETF
4,935$783.0M0.04%
114
CHKPCHECK POINT SOFTWARE
5,963$775.0M0.04%
115
FMCF M C CORP
6,014$734.0M0.04%
116
CRMSALESFORCE.COM
3,287$657.0M0.04%
117
TFCTRUIST FINL CORP
18,500$631.0M0.04%
118
IWBISHARES RUSSELL 1000 ETF
2,744$618.0M0.03%
119
DLNWISDOMTREE LARGECAP DIV
9,857$610.0M0.03%
120
PHPARKER HANNIFIN
1,792$602.0M0.03%
121
IVVISHARES TR S&P 500 INDEX
1,430$588.0M0.03%
122
LOWLOWE'S COMPANIES
2,935$587.0M0.03%
123
PNCPNC FINANCIAL
4,606$585.0M0.03%
124
RJFRAYMOND JAMES FINL
6,250$583.0M0.03%
125
BIVVANGUARD INTERM-TERM BOND
7,120$546.0M0.03%
126
BACBANK OF AMERICA
19,042$545.0M0.03%
127
MTBM & T BK CORP COM
4,500$538.0M0.03%
128
IJHISHARES CORE S&P MID-CAP ETF
2,116$529.0M0.03%
129
UNHUNITEDHEALTH GROUP
1,004$474.0M0.03%
130
AWMSKYWORKS SOLUTIONS INC.
4,000$472.0M0.03%
131
GEGENERAL ELECTRIC
4,768$456.0M0.03%
132
MOALTRIA GROUP INC.
10,078$450.0M0.03%
133
ABBVABBVIE INC.
2,743$437.0M0.02%
134
SWPPXSCHWAB S&P 500 INDEX
6,867$434.0M0.02%
135
METAMETA PLATFORMS INC CL A
1,904$404.0M0.02%
136
NKENIKE INC. CL B
3,153$387.0M0.02%
137
HONHUBSPOT INC
900$386.0M0.02%
138
MDLZMONDELEZ INTL
5,524$385.0M0.02%
139
HEROGLOBAL X FDS VDEO GAM ESPRT
18,800$382.0M0.02%
140
BOXBOX INC CL A
14,000$375.0M0.02%
141
UPSUNITED PARCEL SERVICE-CL B
1,881$365.0M0.02%
142
COPCONOCOPHILLIPS
3,647$362.0M0.02%
143
LINLINDE PLC
1,010$359.0M0.02%
144
ADPAUTOMATIC DATA PROCESSING
1,610$358.0M0.02%
145
IWMISHARES RUSSELL 2000 INDEX
1,941$346.0M0.02%
146
MDIZXMFS SER TR X INTL DIVRTN R6
15,676$341.0M0.02%
147
PIMCO FDS COMMREAL STG I 2
24,974$332.0M0.02%
148
MDYVSPDR S&P 400 MID CAP VALUE
4,941$327.0M0.02%
149
AMGNAMGEN INC
1,335$323.0M0.02%
150
NUVNUVEEN MUNI VALUE
35,600$314.0M0.02%
151
DFATDIMENSIONAL ETF TRUST US TARGE
7,034$313.0M0.02%
152
IOTSAMSARA INC
15,000$296.0M0.02%
153
IAU*ISHARES GOLD TRUST
7,897$295.0M0.02%
154
DHRDANAHER CORP.
1,132$285.0M0.02%
155
MTNBEURMATINAS BIO
600,000$282.0M0.02%
156
DGROISHARES TR CORE DIV GRWTH
5,605$280.0M0.02%
157
NRKNUVEEN NY AMT-FREE MUN
26,500$280.0M0.02%
158
ESGUISHARES TR MSCI USA QLT FCT
2,233$277.0M0.02%
159
SLBSCHLUMBERGER
5,556$273.0M0.02%
160
LN5LANNETT INC
153,786$268.0M0.01%
161
SCHESCHWAB EMERGING MARKET ETF
10,869$267.0M0.01%
162
ONON SEMI
3,045$251.0M0.01%
163
AQLTiSHARES DIVIDEND
2,041$239.0M0.01%
164
FHIFEDERATED HERMES
5,847$235.0M0.01%
165
POOLPOOL CORPORATION
672$230.0M0.01%
166
HONHONEYWELL INTL
1,178$225.0M0.01%
167
COINCOINBASE GLOBAL
3,300$223.0M0.01%
168
BP PLC - SPONS ADR
5,756$218.0M0.01%
169
SJMSMUCKER J M CO
1,378$217.0M0.01%
170
PPGPPG INDUSTRIES
1,568$209.0M0.01%
171
PFXFVANECK VECTORS PFD. SEC. EX-FI
11,300$199.0M0.01%
172
CWGLCRIMSON WINE GROUP LTD
25,827$159.0M0.01%
173
PMOPUTNAM MUNI OPPORT TRUST
12,500$129.0M0.01%
174
PLANET LABS
30,000$118.0M0.01%
175
XEVVXEATON VANCE LIMITED DURATION
11,737$116.0M0.01%
176
NAZNUVEEN ARIZONA QLTY MUNI
10,000$113.0M0.01%
177
MNLOUSDVYNE THERAP.
23,472$72.0M0.00%
178
PHATPHATHOM PHARMACEUTICAL COM
10,000$71.0M0.00%
179
GNPXGENPREX INC COM
50,000$45.0M0.00%
180
MAKARA MNG CORP COM
10,000$00.00%
PreviousPage 2 of 2