Braun Bostich & Associates Inc. Portfolio Holdings

Braun Bostich & Associates Inc.

  • $134 Million
  • Q4 2024

Braun Bostich & Associates Inc. has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $134 Million distributed in 108 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 $13.5M, Ishares Barclays 20+ Year Trea with a value of $8.37M, Blackrock ETF Tr U S Equity Fa with a value of $6.46M, Ishares Msci Usa Quality Facto with a value of $6.38M, and Spdr Portfolio with a value of $6.16M.

Examining the 13F form we can see an decrease of $5.44M in the current position value, from $140M to 134M.

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 $134 Million
ETFs: $104 Million
Technology: $9.96 Million
Consumer Cyclical: $6.96 Million
Financial Services: $3.53 Million
Healthcare: $2.67 Million
Consumer Defensive: $2.38 Million
Communication Services: $1.98 Million
Industrials: $1.16 Million
Other: $1.32 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $134 Million
  • Prior Value $140 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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