Braun Bostich & Associates Inc. Incresed Positions in Q1 2025

Braun Bostich & Associates Inc.

  • $128 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
29.8K
+ 57.52%
$49.78 - $53.19 $1.48M - $1.59M
81.6K $4.13M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
12.9K
+ 153.27%
$97.25 - $104.79 $1.26M - $1.35M
21.3K $2.2M
IAU
Ishares Gold Trust

ETFs
15.3K
+ 82.5%
$49.74 - $58.96 $760K - $901K
33.8K $1.99M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
11.6K
+ 95.05%
$26.71 - $31.58 $309K - $365K
23.7K $724K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.39K
+ 28.71%
$59.28 - $66.1 $142K - $158K
10.7K $689K
JNJ
Johnson & Johnson

Healthcare
25
+ 0.33%
$142.06 - $167.7 $3.55K - $4.19K
7.51K $1.25M
VONV
Vanguard Russell 1000 Value Et

ETFs
1.61K
+ 17.75%
$80.21 - $86.14 $129K - $139K
10.7K $872K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.71K
+ 4.95%
$42.5 - $46.71 $72.6K - $79.8K
36.2K $1.64M
XOM
Exxon Mobil Corp

Energy
141
+ 1.7%
$105.44 - $118.93 $14.9K - $16.8K
8.41K $1M
VCIT
Vanguard Intermediate Term Cor

ETFs
247
+ 0.46%
$79.17 - $82.04 $19.6K - $20.3K
53.6K $4.38M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.09K
+ 18.0%
$45.92 - $47.58 $50K - $51.8K
7.13K $337K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
67
+ 5.52%
$208.48 - $244.03 $14K - $16.4K
1.28K $312K
V
Visa Inc.

Financial Services
16
+ 1.24%
$306.92 - $362.71 $4.91K - $5.8K
1.31K $458K
KO
Coca Cola CO

Consumer Defensive
159
+ 3.83%
$60.81 - $72.32 $9.67K - $11.5K
4.31K $308K
EMB
Ishares Tr

ETFs
220
+ 1.1%
$88.64 - $92.03 $19.5K - $20.2K
20.2K $1.83M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.15K
+ 1.57%
$20.2 - $22.24 $23.2K - $25.6K
74.4K $1.59M
BNDX
Vanguard Total International B

ETFs
1.26K
+ 1.4%
$48.33 - $49.5 $60.8K - $62.3K
91K $4.44M
NVS
Novartis Ag

Healthcare
59
+ 2.66%
$97.14 - $115.57 $5.73K - $6.82K
2.28K $254K
MA
Mastercard Inc

Financial Services
34
+ 3.9%
$504.67 - $576.31 $17.2K - $19.6K
905 $496K
NFLX
Netflix Inc

Communication Services
14
+ 2.72%
$828.4 - $1058.6 $11.6K - $14.8K
528 $492K
LLY
Eli Lilly & CO

Healthcare
6
+ 1.18%
$725.72 - $929.72 $4.35K - $5.58K
514 $424K
SPGI
S&P Global Inc.

Financial Services
44
+ 9.84%
$478.26 - $543.77 $21K - $23.9K
491 $249K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 1.71%
$890.62 - $1076.86 $6.23K - $7.54K
416 $393K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
281
+ 6.75%
$50.82 - $52.7 $14.3K - $14.8K
4.45K $233K
PG
Procter & Gamble CO

Consumer Defensive
35
+ 1.04%
$158.56 - $176.26 $5.55K - $6.17K
3.41K $581K
CSCO
Cisco Systems, Inc.

Technology
8
+ 0.14%
$58.74 - $64.87 $470 - $519
5.62K $346K
TJX
Tjx Companies Inc

Consumer Cyclical
73
+ 3.05%
$112.81 - $126.16 $8.24K - $9.21K
2.47K $300K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
31
+ 1.22%
$95.85 - $99.25 $2.97K - $3.08K
2.56K $253K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
218
+ 3.51%
$196.12 - $229.48 $42.8K - $50K
6.42K $1.29M
SPY
Spdr S&P 500 ETF Trust

ETFs
59
+ 5.72%
$551.42 - $612.93 $32.5K - $36.2K
1.09K $609K
IEMG
Ishares Inc

ETFs
110
+ 2.8%
N/A
4.04K $216K
PEG
Public Service Enterprise Group Inc

Utilities
97
+ 4.01%
$78.2 - $90.39 $7.59K - $8.77K
2.52K $207K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
89
+ 0.2%
$36.63 - $37.45 $3.26K - $3.33K
44.2K $1.62M
USXF
Ishares Esg Advanced Msci Usa

Technology
439
+ 7.36%
$46.38 - $52.65 $20.4K - $23.1K
6.41K $297K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.79K
+ 4.99%
$168.16 - $186.21 $300K - $333K
37.6K $6.38M
Blackrock ETF Trust Ii
3.2K
+ 4.34%
N/A
77.1K $0
Lam Research Corp
85
+ 2.0%
N/A
4.34K $0
PEP
Pepsico Inc

Consumer Defensive
27
+ 1.04%
$142.64 - $156.42 $3.85K - $4.22K
2.63K $394K
META
Meta Platforms, Inc.

Communication Services
10
+ 1.17%
$576.36 - $736.67 $5.76K - $7.37K
864 $497K
VTWO
Vanguard Russell 2000 ETF

ETFs
358
+ 6.72%
$80.08 - $92.93 $28.7K - $33.3K
5.69K $460K
QQQ
Invesco Qqq Trust, Series 1

ETFs
29
+ 3.31%
$468.34 - $539.52 $13.6K - $15.6K
904 $423K
UBSI
United Bankshares Inc

Financial Services
7
+ 0.08%
$34.03 - $39.27 $238 - $275
8.93K $309K
MRK
Merck & Co., Inc.

Healthcare
6
+ 0.21%
$83.01 - $101.02 $498 - $606
2.89K $259K
VV
Vanguard Large Cap ETF

ETFs
17
+ 0.73%
$253.32 - $282.66 $4.31K - $4.81K
2.36K $602K
CAT
Caterpillar Inc

Industrials
21
+ 1.69%
$326.75 - $407.63 $6.86K - $8.56K
1.26K $416K
GOOGL
Alphabet Inc.

Communication Services
75
+ 2.09%
$154.33 - $206.19 $11.6K - $15.5K
3.66K $565K
AMZN
Amazon Com Inc

Consumer Cyclical
84
+ 1.5%
$190.26 - $242.06 $16K - $20.3K
5.68K $1.08M
TSLA
Tesla, Inc.

Consumer Cyclical
38
+ 1.47%
$222.15 - $428.22 $8.44K - $16.3K
2.62K $679K
Activity Summary
Buys All Purchases 59 New Holdings 10 Increased Positions 49 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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