Braun Bostich & Associates Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $140 Million distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $13.1M, Ishares Barclays 20+ Year Trea with a value of $10.1M, Ishares Msci Usa Quality Facto with a value of $6.46M, Blackrock ETF Tr U S Equity Fa with a value of $6.43M, and Spdr Portfolio with a value of $6.07M.
Examining the 13F form we can see an increase of $8.36M in the current position value, from $131M to 140M.
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
$140 Million
ETFs: $107 Million
Technology: $10.6 Million
Consumer Cyclical: $7.21 Million
Financial Services: $3.73 Million
Healthcare: $3.42 Million
Consumer Defensive: $2.67 Million
Communication Services: $1.8 Million
Industrials: $1.46 Million
Other: $1.71 Million
Stock Holdings Table Market Cap. of $200 Billions or more