Braun Bostich & Associates Inc. Incresed Positions in Q4 2024

Braun Bostich & Associates Inc.

  • $134 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
192
+ 0.77%
$521.84 - $558.82 $100K - $107K
25.1K $13.5M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.91K
+ 52.34%
$45.17 - $47.23 $222K - $232K
14.3K $647K
AMZN
Amazon Com Inc

Consumer Cyclical
35
+ 0.63%
$180.88 - $232.93 $6.33K - $8.15K
5.59K $1.23M
EFG
Msci Eafe Growth ETF

ETFs
5.02K
+ 15.28%
$96.83 - $106.88 $486K - $537K
37.9K $3.67M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.47K
+ 35.11%
$83.09 - $89.28 $122K - $132K
5.67K $481K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.78K
+ 4.7%
$48.48 - $49.47 $183K - $187K
84.3K $4.1M
GOOGL
Alphabet Inc.

Communication Services
135
+ 3.92%
$161.86 - $196.66 $21.9K - $26.5K
3.58K $677K
NFLX
Netflix Inc

Communication Services
11
+ 2.19%
$687.65 - $936.56 $7.56K - $10.3K
514 $458K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
3.89K
+ 47.07%
$26.65 - $29.34 $104K - $114K
12.2K $329K
VONG
Vanguard Russell 1000 Growth E

ETFs
19
+ 0.25%
$95.27 - $107.82 $1.81K - $2.05K
7.5K $774K
MA
Mastercard Inc

Financial Services
4
+ 0.46%
$491.3 - $536.15 $1.97K - $2.14K
871 $458K
EFV
Msci Eafe Value ETF

ETFs
6.36K
+ 10.38%
$51.78 - $57.15 $329K - $364K
67.7K $3.55M
USXF
Ishares Esg Advanced Msci Usa

Technology
372
+ 6.65%
$48.45 - $52.57 $18K - $19.6K
5.97K $296K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.14K
+ 15.81%
$60.13 - $67.31 $68.4K - $76.6K
8.34K $506K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
820
+ 10.78%
$99.04 - $109.59 $81.2K - $89.9K
8.43K $838K
IEMG
Ishares Inc

ETFs
21
+ 0.54%
N/A
3.93K $211K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
109
+ 4.5%
$96.64 - $101.23 $10.5K - $11K
2.53K $245K
Blackrock ETF Trust Ii
3.75K
+ 5.35%
N/A
73.9K $0
PG
Procter & Gamble CO

Consumer Defensive
102
+ 3.11%
$161.05 - $179.7 $16.4K - $18.3K
3.38K $566K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2
+ 0.03%
$44.33 - $49.55 $88.7 - $99.1
6.05K $271K
VGSH
Vanguard

ETFs
89
+ 0.74%
$58.02 - $58.88 $5.16K - $5.24K
12K $700K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
330
+ 1.18%
$77.86 - $79.27 $25.7K - $26.2K
28.4K $2.22M
MMM
3 M CO

Industrials
8
+ 0.38%
$124.74 - $137.12 $998 - $1.1K
2.1K $270K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
315
+ 0.72%
$36.54 - $37.53 $11.5K - $11.8K
44.1K $1.62M
VGIT
Vanguard Intermediate Term Tre

ETFs
410
+ 1.95%
$57.78 - $60.4 $23.7K - $24.8K
21.4K $1.24M
CAT
Caterpillar Inc

Industrials
8
+ 0.65%
$360.37 - $416.88 $2.88K - $3.34K
1.24K $450K
KO
Coca Cola CO

Consumer Defensive
110
+ 2.72%
$61.74 - $71.71 $6.79K - $7.89K
4.15K $258K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
808
+ 1.58%
$51.09 - $55.27 $41.3K - $44.7K
51.8K $2.65M
EMB
Ishares Tr

ETFs
295
+ 1.5%
$88.94 - $93.46 $26.2K - $27.6K
20K $1.78M
BNDX
Vanguard Total International B

ETFs
857
+ 0.96%
$48.91 - $50.61 $41.9K - $43.4K
89.7K $4.4M
VEA
Vanguard Ftse Developed Market

ETFs
520
+ 2.32%
$47.57 - $52.44 $24.7K - $27.3K
23K $1.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
951
+ 1.82%
$80.13 - $83.77 $76.2K - $79.7K
53.3K $4.28M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
598
+ 0.82%
$20.55 - $23.26 $12.3K - $13.9K
73.3K $1.54M
SCHP
Schwab Strategic Us Tips ETF

ETFs
29.6K
+ 87.76%
$25.74 - $53.78 $762K - $1.59M
63.3K $1.63M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.08K
+ 2.56%
$55.45 - $61.08 $59.6K - $65.7K
43.1K $2.39M
Activity Summary
Buys All Purchases 44 New Holdings 8 Increased Positions 36 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Braun Bostich & Associates Inc. Portfolio

Follow Braun Bostich & Associates Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Braun Bostich & Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Braun Bostich & Associates Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email