Alexander Labrunerie & Co. Inc.
Alexander Labrunerie & Co., Inc., also known as LaBrunerie Financial, is an independent investment adviser headquartered in Columbia, Missouri. Founded in 1981, the firm provides comprehensive financial planning and investment advisory services primarily to individuals, including both high-net-worth and other individual investors, along with limited service to pension plans and charitable organizations. The company is known for its client-focused, holistic financial management approach and employs approximately 7-10 professionals as of 2025, serving nearly 2,700 client accounts.
Investment Strategy
The firm utilizes a holistic, client-centered investment strategy focused on long-term wealth preservation and growth. Their approach includes financial planning, income management, tax sheltering, and ongoing portfolio review. Investments are allocated across diversified portfolios that feature large positions in blue-chip equities such as Apple, Microsoft, JPMorgan, Amazon, and Nvidia, balancing growth with risk management. The firm tailors its investment recommendations to individual client needs, striving to provide unbiased advice and education to empower clients in their financial decision-making.
Top Holdings
Equity Positions (113)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 8.99% | $21.9M | 38,614 | $518.43 | $568.03 | +$9.9M |
A AAPL | APPLE INC | 8.88% | $21.7M | 105,608 | $170.51 | $205.17 | -$2.1M |
B BRK-A | BERKSHIRE HATHAWAY INC DEL | 5.08% | $12.4M | 17 | $798441.59 | $728800.00 | -$1.2M |
V VGT | VANGUARD WORLD FD | 5.08% | $12.4M | 18,672 | $526.11 | $663.28 | +$2.2M |
W WMT | WALMART INC | 4.38% | $10.7M | 109,146 | $69.31 | $97.78 | +$1.2M |