Braun Bostich & Associates Inc. Reduced Holdings in Q1 2025

Braun Bostich & Associates Inc.

  • $128 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-9.74K
- 38.87%
$507.05 - $563.67 $4.94M - $5.49M
15.3K $7.87M
EFG
Msci Eafe Growth ETF

ETFs
-14.9K
- 39.41%
$96.1 - $106.37 $1.43M - $1.59M
22.9K $2.31M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-13.5K
- 14.09%
$85.29 - $92.57 $1.15M - $1.25M
82.4K $7.42M
SPYG
Spdr Portfolio

ETFs
-1.83K
- 2.62%
$80.05 - $92.39 $147K - $169K
68.3K $5.47M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-12.3K
- 14.64%
$48.31 - $49.23 $596K - $607K
71.9K $3.53M
NVR
Nvr Inc

Consumer Cyclical
-24
- 5.85%
$7062.02 - $8382.63 $169K - $201K
386 $2.8M
MSFT
Microsoft Corp

Technology
-460
- 6.56%
$375.39 - $447.2 $173K - $206K
6.55K $2.46M
AVGO
Broadcom Inc.

Technology
-128
- 1.81%
$167.43 - $244.7 $21.4K - $31.3K
6.94K $1.16M
VEA
Vanguard Ftse Developed Market

ETFs
-9.68K
- 42.18%
$47.4 - $52.99 $459K - $513K
13.3K $680K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-9.2K
- 28.08%
$44.72 - $46.25 $411K - $425K
23.5K $1.08M
XLK
Technology Sector Spdr

ETFs
-364
- 3.74%
$206.38 - $242.18 $75.1K - $88.2K
9.36K $1.93M
AAPL
Apple Inc.

Technology
-481
- 6.69%
$209.68 - $247.1 $101K - $119K
6.71K $1.49M
NVDA
Nvidia Corp

Technology
-191
- 2.1%
$106.98 - $149.43 $20.4K - $28.5K
8.89K $963K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.27K
- 23.61%
$49.25 - $50.66 $161K - $166K
10.6K $524K
MBB
Ishares Tr

ETFs
-2.38K
- 9.09%
$90.37 - $94.08 $215K - $224K
23.8K $2.23M
RDVY
First Trust Rising Dividend Ac

ETFs
-695
- 1.13%
$57.22 - $63.39 $39.8K - $44.1K
60.6K $3.51M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.74K
- 4.04%
$54.25 - $57.64 $94.5K - $100K
41.4K $2.28M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.17K
- 15.21%
$44.68 - $46.49 $97K - $101K
12.1K $560K
VONG
Vanguard Russell 1000 Growth E

ETFs
-19
- 0.25%
$92.71 - $107.38 $1.76K - $2.04K
7.48K $693K
WMT
Walmart Inc.

Consumer Defensive
-320
- 3.67%
$84.5 - $105.05 $27K - $33.6K
8.39K $736K
AMAT
Applied Materials Inc

Technology
-112
- 5.9%
$145.06 - $195.51 $16.2K - $21.9K
1.79K $259K
HD
Home Depot, Inc.

Consumer Cyclical
-20
- 1.22%
$347.25 - $424.87 $6.95K - $8.5K
1.62K $592K
IVV
Ishares Core S&P 500 ETF

ETFs
-48
- 10.79%
$554.06 - $615.85 $26.6K - $29.6K
397 $221K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-242
- 3.83%
$59.79 - $67.15 $14.5K - $16.3K
6.08K $366K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-114
- 4.55%
$101.98 - $115.66 $11.6K - $13.2K
2.39K $244K
ACN
Accenture PLC

Technology
-6
- 0.82%
$300.91 - $398.25 $1.81K - $2.39K
722 $225K
EFV
Msci Eafe Value ETF

ETFs
-8.42K
- 12.44%
$51.88 - $60.73 $437K - $511K
59.3K $3.52M
INTU
Intuit Inc

Technology
-32
- 8.58%
$555.63 - $630.23 $17.8K - $20.2K
341 $209K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-1.08K
- 7.07%
$22.42 - $23.22 $24.3K - $25.1K
14.2K $327K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-171
- 3.01%
$83.18 - $89.27 $14.2K - $15.3K
5.5K $461K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-2.78K
- 6.27%
$33.57 - $37.22 $93.2K - $103K
41.5K $1.5M
PH
Parker Hannifin Corp

Industrials
-1
- 0.26%
$591.65 - $707.05 $592 - $707
381 $231K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-1.12K
- 10.2%
$19.66 - $21.64 $22K - $24.2K
9.84K $209K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-406
- 1.43%
$77.7 - $78.94 $31.5K - $32K
28K $2.21M
QCOM
Qualcomm Inc

Technology
-20
- 1.22%
$151.94 - $175.86 $3.04K - $3.52K
1.62K $249K
UNH
Unitedhealth Group Inc

Healthcare
-35
- 4.13%
$461.52 - $548.18 $16.2K - $19.2K
813 $425K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-2.39K
- 3.78%
$25.69 - $26.89 $61.4K - $64.3K
60.9K $1.63M
VGSH
Vanguard

ETFs
-109
- 0.9%
$58.07 - $58.69 $6.33K - $6.4K
11.9K $700K
Blackrock Inc
-2
- 0.57%
N/A
351 $0
WFC
Wells Fargo & Company

Financial Services
-59
- 1.69%
$66.78 - $81.42 $3.94K - $4.8K
3.44K $246K
VGIT
Vanguard Intermediate Term Tre

ETFs
-336
- 1.57%
$57.44 - $59.4 $19.3K - $20K
21.1K $1.25M
IBM
International Business Machines Corp

Technology
-65
- 6.2%
$217.4 - $264.74 $14.1K - $17.2K
984 $244K
JPM
Jpmorgan Chase & CO

Financial Services
-2
- 0.07%
$225.19 - $279.95 $450 - $560
2.87K $703K
MCD
Mcdonalds Corp

Consumer Cyclical
-31
- 2.15%
$279.74 - $321.29 $8.67K - $9.96K
1.41K $441K
SAP
Sap Se

Technology
-4
- 0.33%
$241.4 - $293.69 $966 - $1.17K
1.21K $325K
MMM
3 M CO

Industrials
-12
- 0.57%
$129.7 - $155.12 $1.56K - $1.86K
2.08K $305K
ABBV
Abb Vie Inc.

Healthcare
-53
- 3.54%
$169.2 - $216.66 $8.97K - $11.5K
1.44K $302K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.32%
$442.66 - $534.52 $2.21K - $2.67K
1.56K $816K
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
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