Braun Bostich & Associates Inc. Incresed Positions in Q4 2025

Braun Bostich & Associates Inc.

  • $147 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
34.2K
+ 33.8%
$54.27 - $56.85 $1.85M - $1.94M
135K $7.59M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.46K
+ 63.45%
$245.79 - $258.02 $1.1M - $1.15M
11.5K $2.83M
IEMG
Ishares Inc

ETFs
15.2K
+ 19.53%
N/A
93.3K $5.01M
XLK
Technology Sector Spdr

ETFs
1.1K
+ 72.76%
$278.39 - $304.13 $305K - $333K
2.6K $749K
META
Meta Platforms, Inc.

Communication Services
440
+ 52.82%
$609.01 - $751.67 $268K - $331K
1.27K $775K
VEA
Vanguard Ftse Developed Market

ETFs
2.45K
+ 30.09%
$59.18 - $62.09 $145K - $152K
10.6K $650K
LLY
Eli Lilly & CO

Healthcare
16
+ 3.18%
$799.57 - $1025.28 $12.8K - $16.4K
519 $530K
BNDX
Vanguard Total International B

ETFs
2.86K
+ 2.79%
$49.3 - $49.91 $141K - $143K
106K $5.22M
OEF
Ishares S&P 100 ETF

ETFs
474
+ 3.41%
N/A
14.4K $3.82M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
148
+ 0.11%
$57.9 - $61.26 $8.57K - $9.07K
140K $8.4M
SIVR
Abrdn Silver ETF Trust

ETFs
248
+ 1.24%
$44.53 - $51.56 $11K - $12.8K
20.3K $977K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
970
+ 3.17%
$52.54 - $55.77 $51K - $54.1K
31.6K $1.73M
MBB
Ishares Tr

ETFs
783
+ 3.09%
$94.9 - $96.23 $74.3K - $75.3K
26.1K $2.48M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.25K
+ 26.45%
$51.27 - $51.8 $63.9K - $64.6K
5.96K $307K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.13K
+ 2.02%
$83.45 - $84.82 $94.1K - $95.7K
56.9K $4.76M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
923
+ 1.26%
$49.78 - $50.16 $45.9K - $46.3K
74.1K $3.7M
MRK
Merck & Co., Inc.

Healthcare
312
+ 10.08%
$82.49 - $92.93 $25.7K - $29K
3.41K $316K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.43K
+ 3.75%
$26.75 - $27.15 $65.1K - $66.1K
67.3K $1.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
722
+ 2.48%
$79.55 - $80.13 $57.4K - $57.9K
29.8K $2.37M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.02K
+ 8.54%
$46.85 - $47.44 $47.9K - $48.5K
13K $610K
XOM
Exxon Mobil Corp

Energy
25
+ 0.28%
$110.64 - $119.78 $2.77K - $2.99K
8.95K $1.05M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3.29K
+ 4.45%
$20.85 - $21.86 $68.6K - $71.9K
77.2K $1.64M
VUG
Vanguard Growth ETF

ETFs
75
+ 7.73%
$470.44 - $504.26 $35.3K - $37.8K
1.05K $505K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 3.8%
$475.68 - $513.11 $23.8K - $25.7K
1.37K $695K
PH
Parker Hannifin Corp

Industrials
3
+ 0.79%
$716.66 - $857.93 $2.15K - $2.57K
384 $319K
UNH
Unitedhealth Group Inc

Healthcare
145
+ 20.45%
$320.52 - $369.92 $46.5K - $53.6K
854 $273K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.24K
+ 3.43%
$37.19 - $37.8 $46.1K - $46.9K
37.3K $1.39M
EMB
Ishares Tr

ETFs
97
+ 0.49%
$94.63 - $97.03 $9.18K - $9.41K
20K $1.92M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
508
+ 7.17%
$47.89 - $48.53 $24.3K - $24.7K
7.59K $363K
NVS
Novartis Ag

Healthcare
106
+ 4.98%
$121.8 - $132.39 $12.9K - $14K
2.23K $293K
VGIT
Vanguard Intermediate Term Tre

ETFs
307
+ 1.41%
$59.84 - $60.54 $18.4K - $18.6K
22K $1.32M
VONV
Vanguard Russell 1000 Value Et

ETFs
151
+ 1.75%
$87.55 - $91.32 $13.2K - $13.8K
8.77K $788K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
341
+ 9.67%
$63.25 - $66.24 $21.6K - $22.6K
3.87K $248K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
231
+ 1.12%
$102.37 - $105.36 $23.6K - $24.3K
20.9K $2.15M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
812
+ 4.8%
$23.38 - $23.82 $19K - $19.3K
17.7K $414K
QCOM
Qualcomm Inc

Technology
74
+ 4.55%
$153.59 - $187.68 $11.4K - $13.9K
1.7K $283K
SO
Southern CO

Utilities
242
+ 9.81%
$90.58 - $99.72 $21.9K - $24.1K
2.71K $245K
SPY
Spdr S&P 500 ETF Trust

ETFs
18
+ 1.62%
$653.02 - $687.39 $11.8K - $12.4K
1.13K $750K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
51
+ 2.97%
$142.82 - $150.36 $7.28K - $7.67K
1.77K $259K
VGSH
Vanguard

ETFs
163
+ 1.26%
$58.64 - $58.96 $9.56K - $9.61K
13.1K $767K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
65
+ 2.51%
$99.87 - $101.27 $6.49K - $6.58K
2.66K $265K
TJX
Tjx Companies Inc

Consumer Cyclical
8
+ 0.3%
$138.56 - $147.63 $1.11K - $1.18K
2.68K $391K
RDVY
First Trust Rising Dividend Ac

ETFs
411
+ 0.63%
$65.02 - $68.31 $26.7K - $28.1K
65.6K $4.39M
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.51%
$211.96 - $244.38 $1.48K - $1.71K
1.38K $321K
UBER
Uber Technologies, Inc

Technology
224
+ 9.25%
$91.62 - $100.1 $20.5K - $22.4K
2.65K $242K
USRT
Ishares Core U.S. Reit ETF

ETFs
143
+ 3.44%
$56.64 - $59.67 $8.1K - $8.53K
4.3K $248K
DSI
Ishares Msci Kld 400 Social Et

ETFs
14
+ 0.62%
$123.63 - $130.75 $1.73K - $1.83K
2.28K $288K
BK
Bank Of New York Mellon Corp

Financial Services
2
+ 0.09%
$104.54 - $112.64 $209 - $225
2.13K $234K
PEG
Public Service Enterprise Group Inc

Utilities
43
+ 1.68%
$79.86 - $84.83 $3.43K - $3.65K
2.61K $215K
Activity Summary
Buys All Purchases 69 New Holdings 9 Increased Positions 60 Sells All Sells 52 Reductions 52 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