Staley Capital Advisers

Latest statistics and disclosures from Staley Capital Advisers's latest quarterly 13F-HR filing:

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Positions held by Staley Capital Advisers consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Staley Capital Advisers

Staley Capital Advisers holds 198 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 8.5 $207M 399k 517.95
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iSHARES RUSSELL 1000 GROWTH Etf (IWF) 7.9 $193M -3% 411k 468.41
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Alphabet Inc Class C cs (GOOG) 6.1 $149M -4% 613k 243.55
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JPMorgan Chase & Co. (JPM) 5.6 $135M 429k 315.43
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Qualcomm (QCOM) 5.0 $122M 735k 166.36
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Berkshire Hathaway (BRK.B) 4.0 $98M 195k 502.74
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Amazon (AMZN) 2.9 $70M 321k 219.57
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Boeing Company (BA) 2.7 $67M 310k 215.83
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Spdr Gold Shares Etf (GLD) 2.7 $65M 182k 355.47
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Chevron Corporation (CVX) 2.6 $63M 403k 155.29
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J.M. Smucker Company (SJM) 2.5 $62M -10% 570k 108.60
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Fiserv (FI) 2.4 $58M +6% 452k 128.93
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FedEx Corporation (FDX) 2.2 $54M 231k 235.81
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International Flavors & Fragrances (IFF) 2.2 $53M +30% 858k 61.54
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Pfizer (PFE) 2.2 $53M 2.1M 25.48
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Dupont De Nemours (DD) 2.2 $52M -2% 673k 77.90
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Johnson & Johnson (JNJ) 2.2 $52M 283k 185.42
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Vaneck Vectors Gold Miners Etf (GDX) 2.0 $50M -2% 650k 76.40
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Cisco Systems (CSCO) 1.7 $42M 608k 68.42
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Apple (AAPL) 1.6 $40M 155k 254.63
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Corteva (CTVA) 1.5 $36M 536k 67.63
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Citigroup (C) 1.5 $36M 351k 101.50
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NVIDIA Corporation (NVDA) 1.4 $34M 180k 186.58
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Walt Disney Company (DIS) 1.4 $33M -3% 288k 114.50
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Vanguard Emerg. Markets Etf Etf (VWO) 1.4 $33M 607k 54.18
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Mercury Computer Systems (MRCY) 1.3 $32M -12% 411k 77.40
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Liquidity Services (LQDT) 1.1 $27M 994k 27.43
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Okta Inc cl a (OKTA) 0.9 $23M 246k 91.70
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Vanguard Value Etf (VTV) 0.9 $22M 118k 186.49
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TJX Companies (TJX) 0.9 $22M -2% 152k 144.54
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Air Products & Chemicals (APD) 0.8 $19M +61% 69k 272.72
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iSHARES EAFE GROWTH ETF Etf (EFG) 0.7 $18M 159k 113.88
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Philip Morris International (PM) 0.7 $17M 102k 162.20
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Vanguard Mbs Etf Etf (VMBS) 0.6 $15M 319k 46.96
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Vanguard Mid Cap Etf (VO) 0.6 $14M 49k 293.74
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Vanguard Interm. Treasury Etf (VGIT) 0.6 $14M -12% 233k 60.03
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Vanguard S/t Corp Bond Etf Etf (VCSH) 0.6 $14M +7% 170k 79.93
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iSHARES ESG AWARE USA Etf (ESGU) 0.5 $13M 90k 145.60
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Warner Bros. Discovery (WBD) 0.5 $13M -30% 656k 19.53
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Vanguard Small-cap Etf Etf (VB) 0.5 $13M -3% 50k 254.28
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Vanguard Devel. Markets Etf Etf (VEA) 0.5 $12M 198k 59.92
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Agnico (AEM) 0.4 $11M 64k 168.56
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Google 0.4 $10M 42k 243.10
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Vanguard S&p 500 Etf Etf (VOO) 0.4 $9.8M 16k 612.38
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Vanguard Total Bond Market Etf (BND) 0.4 $9.8M 132k 74.37
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Simon Property (SPG) 0.4 $9.7M 52k 187.67
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iSHARES EAFE VALUE ETF Etf (EFV) 0.4 $9.0M 133k 67.83
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Verizon Communications (VZ) 0.4 $9.0M 206k 43.95
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Option Care Health (OPCH) 0.3 $8.3M 300k 27.76
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Spdr S&p 400 Midcap Etf (MDY) 0.3 $7.7M 13k 596.03
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Commscope Hldg (COMM) 0.3 $7.3M -17% 469k 15.48
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iSHARES EMERGING MARKETS Etf (EEM) 0.3 $6.7M 126k 53.40
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Fidelity Enhanced Mid Cap Etf (FMDE) 0.3 $6.6M +19% 184k 36.15
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Ishares U.s. Tech Etf Etf (IYW) 0.3 $6.5M 33k 195.86
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International Business Machines (IBM) 0.3 $6.2M -4% 22k 282.16
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Titan International (TWI) 0.3 $6.2M 816k 7.56
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iSHARES SHORT MATURITY BOND Etf (NEAR) 0.3 $6.2M 120k 51.28
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Kkr & Co (KKR) 0.2 $5.8M 45k 129.95
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Spdr-technology Etf (XLK) 0.2 $5.6M 20k 281.86
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Dow (DOW) 0.2 $5.5M +27% 242k 22.93
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Vanguard Div. Appreciation Etf Etf (VIG) 0.2 $5.2M 24k 215.79
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Spdr Short-term Corporate Bond Etf (SPSB) 0.2 $5.0M +7% 165k 30.29
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Nuveen Esg Large Cap Value Etf (NULV) 0.2 $4.4M 100k 43.83
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iSHARES DEVELOPED MARKETS Etf (EFA) 0.2 $3.8M 41k 93.37
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Schwab U.s. Large-cap Etf Etf (SCHG) 0.1 $3.4M 130k 26.34
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MasterCard Incorporated (MA) 0.1 $3.4M 5.9k 568.81
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Lyft (LYFT) 0.1 $3.3M 148k 22.01
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Caterpillar (CAT) 0.1 $3.2M 6.8k 477.15
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Fidelity Bitcoin Etf (FBTC) 0.1 $2.7M 27k 99.81
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Tetra Tech (TTEK) 0.1 $2.6M 77k 33.38
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AmerisourceBergen (COR) 0.1 $2.6M 8.2k 312.53
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Farmers Natl Banc Corp (FMNB) 0.1 $2.5M 175k 14.41
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Vanguard Windsor-adm Etf (VWNEX) 0.1 $2.5M 34k 75.15
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Forian Ord (FORA) 0.1 $2.5M 1.1M 2.25
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Coca-Cola Company (KO) 0.1 $2.4M +4% 36k 66.32
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Vanguard Total Intl. Etf Etf (VEU) 0.1 $2.3M 32k 71.37
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Ishares S&p Small-cap Etf Etf (IJR) 0.1 $2.3M 19k 118.83
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Twilio Inc cl a (TWLO) 0.1 $2.3M 23k 100.09
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Tesla Motors (TSLA) 0.1 $2.2M 4.9k 444.72
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Facebook Inc cl a (META) 0.1 $2.1M 2.9k 734.38
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United Bankshares (UBSI) 0.1 $2.1M 57k 37.21
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Vanguard Growth Etf (VUG) 0.1 $2.0M 4.3k 479.61
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Schwab U.s. Mid Cap Etf (SCHM) 0.1 $2.0M 67k 29.64
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Vanguard Large Cap Etf Etf (VV) 0.1 $2.0M 6.5k 307.86
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Vanguard Inter-term Corp Bond Etf (VCIT) 0.1 $1.9M +15% 23k 84.11
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Vanguard S-t Tips Etf (VTIP) 0.1 $1.9M 37k 50.63
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Procter & Gamble Company (PG) 0.1 $1.9M 12k 153.65
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Antero Res (AR) 0.1 $1.9M 56k 33.56
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Spdr S&p 500 Etf Etf (SPY) 0.1 $1.8M 2.7k 666.18
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Vanguard Index Fds Mcap Vl Idx Etf (VOE) 0.1 $1.8M 10k 174.58
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iSHARES ESG 1-5 YR CORPORATE Etf (SUSB) 0.1 $1.8M 70k 25.31
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Pimco Enhanced Short Maturity Etf (MINT) 0.1 $1.7M -2% 17k 100.69
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Schwab U.s. Broad Market Etf (SCHB) 0.1 $1.6M 61k 25.71
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Spdr S&p Biotech Etf (XBI) 0.1 $1.4M 14k 100.20
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Abbott Laboratories (ABT) 0.1 $1.4M 11k 133.94
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Visa (V) 0.1 $1.4M 4.1k 341.39
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Dfa Small Cap Etf Etf (DFSTX) 0.1 $1.4M -2% 20k 68.46
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Fundamental Invs Cl F2 SHS (FINFX) 0.1 $1.4M NEW 15k 93.39
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Parker-Hannifin Corporation (PH) 0.1 $1.4M 1.8k 758.15
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Citizens Financial (CFG) 0.1 $1.3M 25k 53.16
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iSHARES ESG AWARE EMERGING MKT Etf (ESGE) 0.1 $1.3M 30k 43.42
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Home Depot (HD) 0.1 $1.3M -13% 3.2k 405.20
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Coinbase Global (COIN) 0.1 $1.3M 3.8k 337.49
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CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.1 $1.2M 6.0k 206.91
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Pepsi (PEP) 0.1 $1.2M 8.7k 140.44
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Vanguard Europe Etf Etf (VGK) 0.0 $1.2M 15k 79.80
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Spdr Short Term Municipal Etf (SHM) 0.0 $1.2M 25k 48.22
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iSHARES RUSSELL 1000 VALUE Etf (IWD) 0.0 $1.1M 5.4k 203.58
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Synopsys (SNPS) 0.0 $1.1M 2.2k 493.39
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Raymond James Financial (RJF) 0.0 $1.1M 6.3k 172.60
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Dfa Lrg Value Etf Etf (DFLV) 0.0 $1.1M +20% 32k 32.90
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PNC Financial Services (PNC) 0.0 $1.0M -2% 5.2k 200.93
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Exxon Mobil Corporation (XOM) 0.0 $1.0M 9.0k 112.76
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Neuberger Brmn. Mlp Income MLP (NML) 0.0 $1.0M 115k 8.72
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Ishares Tr S&p 500 Index Etf (IVV) 0.0 $977k 1.5k 669.40
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Lowe's Companies (LOW) 0.0 $942k 3.8k 251.31
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Truist Financial Corp equities (TFC) 0.0 $914k 20k 45.72
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Netflix (NFLX) 0.0 $912k 761.00 1198.92
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M&T Bank Corporation (MTB) 0.0 $909k 4.6k 197.62
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Bank of America Corporation (BAC) 0.0 $851k 17k 51.59
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salesforce (CRM) 0.0 $837k +2% 3.5k 237.00
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Schwab S&p 500 Index Etf (SWPPX) 0.0 $828k +499% 48k 17.27
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Ishares Russell 1000 Etf Etf (IWB) 0.0 $768k 2.1k 365.48
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Honeywell International (HON) 0.0 $734k -13% 1.6k 467.80
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General Electric Company 0.0 $718k 2.4k 300.86
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Atara Biotherapeutics (ATRA) 0.0 $717k -33% 50k 14.33
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Linde 0.0 $694k 1.5k 475.00
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Ishares Gold Trust Etf (IAU) 0.0 $690k 9.5k 72.77
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Merck & Co (MRK) 0.0 $675k 8.0k 83.93
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iSHARES S&P 500 GROWTH Etf (IVW) 0.0 $668k 5.5k 120.72
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General Motors Company (GM) 0.0 $652k -99% 11k 60.97
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Altria (MO) 0.0 $616k 9.3k 66.06
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Pimco Interm. Muni Etf Etf (MUNI) 0.0 $575k +10% 11k 52.28
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Federated Investors (FHI) 0.0 $574k -8% 11k 51.93
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Wisdomtree Largecap Div Etf (DLN) 0.0 $562k +2% 6.5k 87.03
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Samsara (IOT) 0.0 $559k 15k 37.25
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Aurora Innovatio (AUR) 0.0 $557k 103k 5.39
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iSHARES PREFERRED Etf (PFF) 0.0 $553k -5% 18k 31.62
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Fidelity Ethereum SHS (FETH) 0.0 $499k NEW 12k 41.55
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Vanguard Small Cap Value Etf Etf (VBR) 0.0 $482k 2.3k 208.71
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Automatic Data Processing 0.0 $473k 1.6k 293.50
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Abbvie (ABBV) 0.0 $458k 2.0k 231.54
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Box Inc cl a (BOX) 0.0 $452k 14k 32.27
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.0 $428k +17% 6.6k 65.26
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Spdr S&p 400 Mid Cap Value Etf (MDYV) 0.0 $426k 5.1k 83.41
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Dimensional Etf Trust Us Targe Etf (DFAT) 0.0 $425k 7.3k 58.21
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Flextronics International Ltd Com Stk (FLEX) 0.0 $420k 7.2k 57.97
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Qurate Retail 8 0 Prf (QVCGP) 0.0 $415k +24% 61k 6.82
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Calamos Mrkt Neutral M utual fund (CMNIX) 0.0 $409k 26k 15.63
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Amgen (AMGN) 0.0 $397k 1.4k 282.20
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Planet Labs Pbc Com Cl A (PL) 0.0 $389k 30k 12.98
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Toast (TOST) 0.0 $387k 11k 36.51
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Dodge & Cox Income Fd mutual 0.0 $383k NEW 30k 12.82
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Costco Wholesale Corporation (COST) 0.0 $381k 412.00 925.63
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Ishares Russell 2000 Index Etf (IWM) 0.0 $373k 1.5k 241.96
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Broadcom (AVGO) 0.0 $373k 1.1k 329.91
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Wal-Mart Stores (WMT) 0.0 $358k 3.5k 103.05
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ConocoPhillips (COP) 0.0 $338k 3.6k 94.59
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Ge Vernova (GEV) 0.0 $334k 543.00 614.90
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F5 Networks (FFIV) 0.0 $320k 991.00 323.19
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Skyworks Solutions (SWKS) 0.0 $308k -13% 4.0k 76.98
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J P Morgan Exchange Tr Equity Etf (JEPI) 0.0 $302k 5.3k 57.10
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Forestar Group (FOR) 0.0 $297k 1.8k 169.47
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AECOM Technology Corporation (ACM) 0.0 $294k -15% 2.3k 130.47
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Natixis Loomis Sayles Inv Grad Etf (LIGRX) 0.0 $290k 29k 9.95
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iSHARES DIVIDEND Etf (DVY) 0.0 $290k 2.0k 142.10
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Kennametal (KMT) 0.0 $287k 14k 20.93
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Republic Services (RSG) 0.0 $275k 1.2k 229.48
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Vanguard Intl. High Dividend E Etf (VYMI) 0.0 $271k 3.2k 84.68
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Thermo Fisher Scientific (TMO) 0.0 $268k 552.00 485.02
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Nuveen Ny Amt-free Mun SHS (NRK) 0.0 $265k 26k 10.20
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Duolingo (DUOL) 0.0 $264k NEW 820.00 321.84
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Fidelity Covington Tru Msci Rl Etf (FREL) 0.0 $261k 9.4k 27.81
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CNO Financial (CNO) 0.0 $254k 6.4k 39.55
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Nasdaq 100 Tr unit ser 1 0.0 $249k 414.00 600.37
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Henry Schein (HSIC) 0.0 $245k 3.7k 66.37
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Corcept Therapeutics Incorporated (CORT) 0.0 $230k 2.8k 83.11
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Eos Energy Enterprises Inc Com Cl A (EOSE) 0.0 $228k 20k 11.39
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AFLAC Incorporated (AFL) 0.0 $223k 2.0k 111.70
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Gilead Sciences (GILD) 0.0 $222k NEW 2.0k 111.00
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Mondelez Int (MDLZ) 0.0 $220k 3.5k 62.47
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Nike (NKE) 0.0 $220k 3.2k 69.73
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InterDigital (IDCC) 0.0 $219k NEW 635.00 345.23
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Danaher Corporation (DHR) 0.0 $218k 1.1k 198.26
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Emerson Electric (EMR) 0.0 $212k NEW 4.2k 50.46
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Spdr Series Trust Spdr Bloombe Etf (BIL) 0.0 $211k NEW 2.3k 91.75
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Asml Holding (ASML) 0.0 $208k NEW 215.00 968.09
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Phillips 66 (PSX) 0.0 $204k NEW 1.5k 136.02
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FMC Corporation (FMC) 0.0 $202k -4% 6.0k 33.63
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PPG Industries (PPG) 0.0 $201k 1.9k 105.11
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Nuveen Muni Value Fund (NUV) 0.0 $198k -10% 22k 8.98
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Vaneck Vectors Pfd. Sec. Ex-fi Etf (PFXF) 0.0 $178k 10k 17.77
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Putnam Muni Opport Trust Etf (PMO) 0.0 $129k 13k 10.33
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Nuveen Arizona Premium Income Mun (NAZ) 0.0 $119k 10k 11.85
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Ondas Hldgs (ONDS) 0.0 $93k -46% 12k 7.72
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Canopy Gro 0.0 $48k NEW 33k 1.46
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Anixa Biosciences (ANIX) 0.0 $33k 10k 3.30
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Vyne Therapeutics 0.0 $17k 52k 0.34
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Past Filings by Staley Capital Advisers

SEC 13F filings are viewable for Staley Capital Advisers going back to 2010

View all past filings