Braun Bostich & Associates Inc. Portfolio Holdings

Braun Bostich & Associates Inc.

  • $145 Million
  • Q3 2025

Braun Bostich & Associates Inc. has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $145 Million distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 20+ Year Trea with a value of $9.82M, Blackrock ETF Tr U S Equity Fa with a value of $8.28M, Ishares Msci Usa Quality Facto with a value of $7.35M, Spdr Portfolio with a value of $6.26M, and Spdr Portfolio S&P 500 Value E with a value of $5.59M.

Examining the 13F form we can see an increase of $6.88M in the current position value, from $138M to 145M.

Braun Bostich & Associates Inc. is based out at Canonsburg, PA

Below you can find more details about Braun Bostich & Associates Inc. portfolio as well as his latest detailed transactions.

Portfolio value $145 Million
ETFs: $111 Million
Technology: $11 Million
Consumer Cyclical: $7.15 Million
Financial Services: $3.8 Million
Healthcare: $2.88 Million
Consumer Defensive: $2.79 Million
Communication Services: $2.57 Million
Industrials: $1.61 Million
Other: $1.72 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.82 Million 6.76% of portfolio
109,863
Q3 2025 Added 5.19%
$0
$8.28 Million 5.7% of portfolio
139,877
Q3 2025 Added 11.92%
$0
$7.35 Million 5.06% of portfolio
37,799
Q3 2025 Reduced 2.09%
$0
$6.26 Million 4.31% of portfolio
59,915
Q3 2025 Reduced 2.51%
$0
$5.59 Million 3.85% of portfolio
101,052
Q3 2025 Added 6.8%
$0
$5.4 Million 3.72% of portfolio
79,589
Q3 2025 Reduced 4.0%
$0
$5.08 Million 3.5% of portfolio
102,740
Q3 2025 Added 3.72%
$0
$4.69 Million 3.23% of portfolio
55,798
Q3 2025 Added 3.33%
$0
$4.38 Million 3.02% of portfolio
65,141
Q3 2025 Added 5.45%
$0
$4.25 Million 2.93% of portfolio
6,940
Q3 2025 Reduced 24.42%
$0
$4.19 Million 2.88% of portfolio
78,076
Q3 2025 Added 69.99%
$0
$3.7 Million 2.54% of portfolio
13,893
Q3 2025 Added 115.9%
$0
$3.65 Million 2.51% of portfolio
73,218
Q3 2025 Added 2.93%
$3.78T
$3.35 Million 2.3% of portfolio
6,459
Q3 2025 Reduced 0.42%
$23.4B
$3.09 Million 2.12% of portfolio
384
Q3 2025 Reduced 0.52%
$0
$2.41 Million 1.66% of portfolio
25,326
Q3 2025 Added 4.15%
$0
$2.32 Million 1.6% of portfolio
29,074
Q3 2025 Added 4.52%
$139B
$2.15 Million 1.48% of portfolio
6,526
Q3 2025 Reduced 2.94%
$0
$2.13 Million 1.47% of portfolio
20,685
Q3 2025 Reduced 3.79%
$0
$2.07 Million 1.42% of portfolio
45,465
Q3 2025 Reduced 3.2%
$0
$1.89 Million 1.3% of portfolio
19,889
Q3 2025 Added 1.71%
$0
$1.8 Million 1.24% of portfolio
7,034
Q3 2025 Added 7.36%
$0
$1.75 Million 1.2% of portfolio
64,832
Q3 2025 Added 3.91%
$4.3T
$1.68 Million 1.16% of portfolio
6,597
Q3 2025 Reduced 3.76%
$0
$1.66 Million 1.14% of portfolio
30,613
Q3 2025 Reduced 2.7%
$0
$1.59 Million 1.1% of portfolio
73,900
Q3 2025 Added 4.63%
$465B
$1.54 Million 1.06% of portfolio
8,242
Q3 2025 Reduced 4.72%
$522B
$1.4 Million 0.97% of portfolio
7,577
Q3 2025 Reduced 0.03%
$0
$1.36 Million 0.94% of portfolio
36,105
Q3 2025 Added 4.23%
$0
$1.3 Million 0.9% of portfolio
21,701
Q3 2025 Added 4.22%
$2.39T
$1.2 Million 0.83% of portfolio
5,469
Q3 2025 Reduced 7.01%
$1.29T
$1.11 Million 0.77% of portfolio
2,499
Q3 2025 Reduced 3.55%
$1.65T
$1.02 Million 0.7% of portfolio
4,184
Q3 2025 Reduced 0.5%
$490B
$1.01 Million 0.69% of portfolio
8,923
Q3 2025 Added 2.86%
$0
$900,000 0.62% of portfolio
7,477
Q1 2025 Reduced 0.25%
$2.36B
$890,000 0.61% of portfolio
20,023
Q3 2025 New
$279B
$880,000 0.61% of portfolio
8,544
Q3 2025 Added 2.02%
$0
$842,000 0.58% of portfolio
23,759
Q3 2025 Reduced 0.39%
$881B
$828,000 0.57% of portfolio
2,627
Q3 2025 Reduced 4.68%
$0
$782,000 0.54% of portfolio
11,956
Q3 2025 Reduced 4.89%
$0
$770,000 0.53% of portfolio
8,619
Q3 2025 Added 0.43%
$0
$759,000 0.52% of portfolio
12,909
Q3 2025 Added 4.27%
$0
$739,000 0.51% of portfolio
1,110
Q3 2025 Reduced 2.12%
$0
$726,000 0.5% of portfolio
2,360
Q1 2025 Added 0.73%
$367B
$664,000 0.46% of portfolio
1,639
Q3 2025 Added 1.8%
$662B
$661,000 0.46% of portfolio
1,316
Q3 2025 Reduced 9.43%
$1.37T
$611,000 0.42% of portfolio
833
Q3 2025 Added 6.11%
$291B
$598,000 0.41% of portfolio
1,254
Q3 2025 Reduced 5.36%
$0
$562,000 0.39% of portfolio
11,980
Q3 2025 Added 1.49%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $145 Million
  • Prior Value $138 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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