Braun Bostich & Associates Inc. Purchases in Q3 2024

Braun Bostich & Associates Inc.

  • $140 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
24.2K
+ 65.36%
$51.72 - $57.96 $1.25M - $1.4M
61.3K $3.53M
TLT
Ishares Barclays 20+ Year Trea

ETFs
8.68K
+ 9.17%
$89.91 - $101.33 $780K - $879K
103K $10.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
20.2K
+ 47.7%
$44.83 - $47.42 $908K - $960K
62.7K $2.95M
RDVY
First Trust Rising Dividend Ac

ETFs
12.6K
+ 24.52%
$53.68 - $59.24 $674K - $744K
63.8K $3.78M
VCIT
Vanguard Intermediate Term Cor

ETFs
8.8K
+ 20.19%
$79.29 - $84.02 $698K - $740K
52.4K $4.39M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
12.1K
+ 40.44%
$56.04 - $62.99 $679K - $763K
42.1K $2.57M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.22K
+ 6.55%
$162.64 - $179.3 $361K - $398K
36K $6.46M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
7.2K
New
$60.13 - $68.17 $433K - $491K
7.2K $487K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
7.82K
+ 10.77%
$47.95 - $49.61 $375K - $388K
80.5K $3.98M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.63K
+ 2.06%
$44.24 - $49.47 $116K - $130K
130K $6.43M
IEV
Ishares Tr Europe ETF

ETFs
6.28K
New
$53.25 - $58.78 $334K - $369K
6.28K $365K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.8K
+ 15.63%
$76.94 - $79.54 $292K - $302K
28.1K $2.23M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.55K
+ 3.13%
$48.51 - $52.86 $75K - $81.8K
51K $2.7M
HEZU
Ishares Currency Hedged Msci E

ETFs
6.89K
New
$33.46 - $37.07 $231K - $255K
6.89K $253K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
8.27K
New
$26.43 - $29.86 $219K - $247K
8.27K $244K
SPGI
S&P Global Inc.

Financial Services
456
New
$446.32 - $527.38 $204K - $240K
456 $235K
PEG
Public Service Enterprise Group Inc

Utilities
2.43K
New
$73.58 - $89.21 $179K - $217K
2.43K $217K
LDOS
Leidos Holdings, Inc.

Technology
1.32K
New
$142.66 - $163.02 $188K - $215K
1.32K $214K
USRT
Ishares Core U.S. Reit ETF

ETFs
3.43K
New
$53.07 - $62.66 $182K - $215K
3.43K $211K
IEMG
Ishares Inc

ETFs
3.91K
New
$53.64 - $53.64 $210K - $210K
3.91K $209K
TT
Trane Technologies PLC

Industrials
535
New
$314.21 - $388.71 $168K - $208K
535 $207K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.02K
+ 10.11%
$36.06 - $37.66 $145K - $151K
43.8K $1.65M
AZN
Astrazeneca PLC

Healthcare
2.65K
New
$76.67 - $87.62 $203K - $232K
2.65K $206K
ORCL
Oracle Corp

Technology
1.19K
New
$125.9 - $170.35 $150K - $203K
1.19K $203K
SO
Southern CO

Utilities
2.23K
New
$77.0 - $90.52 $172K - $202K
2.23K $201K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.77K
+ 8.95%
$51.58 - $53.79 $143K - $149K
33.7K $1.81M
JNJ
Johnson & Johnson

Healthcare
483
+ 6.62%
$145.48 - $167.38 $70.3K - $80.8K
7.78K $1.26M
TSLA
Tesla, Inc.

Consumer Cyclical
59
+ 2.14%
$191.76 - $263.26 $11.3K - $15.5K
2.82K $737K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
150
+ 10.26%
$405.19 - $478.57 $60.8K - $71.8K
1.61K $741K
EMB
Ishares Tr

ETFs
520
+ 2.71%
$87.75 - $93.74 $45.6K - $48.7K
19.7K $1.84M
WMT
Walmart Inc.

Consumer Defensive
328
+ 3.74%
$66.91 - $81.4 $21.9K - $26.7K
9.1K $734K
UNH
Unitedhealth Group Inc

Healthcare
115
+ 14.59%
$488.01 - $604.18 $56.1K - $69.5K
903 $527K
AVGO
Broadcom Inc.

Technology
7.07K
+ 915.41%
$136.27 - $1745.86 $963K - $12.3M
7.84K $1.35M
MA
Mastercard Inc

Financial Services
146
+ 20.25%
$429.6 - $500.99 $62.7K - $73.1K
867 $428K
CAT
Caterpillar Inc

Industrials
71
+ 6.1%
$316.8 - $391.12 $22.5K - $27.8K
1.23K $482K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.34K
+ 10.69%
$43.99 - $46.63 $59.1K - $62.6K
13.9K $646K
SAP
Sap Se

Technology
248
+ 24.55%
$197.21 - $231.0 $48.9K - $57.3K
1.26K $288K
XLK
Technology Sector Spdr

ETFs
361
+ 3.78%
$197.34 - $237.68 $71.2K - $85.8K
9.91K $2.24M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.18K
+ 9.25%
$49.93 - $51.15 $59.1K - $60.5K
14K $713K
BLK
Black Rock Inc.

Financial Services
7
+ 1.97%
$782.27 - $949.51 $5.48K - $6.65K
363 $344K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
35
+ 0.46%
$100.75 - $111.62 $3.53K - $3.91K
7.61K $831K
ACN
Accenture PLC

Technology
41
+ 5.31%
$295.44 - $355.81 $12.1K - $14.6K
813 $287K
CSCO
Cisco Systems, Inc.

Technology
276
+ 4.56%
$44.74 - $53.22 $12.3K - $14.7K
6.33K $336K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
692
+ 11.99%
$46.18 - $48.92 $32K - $33.9K
6.46K $314K
UBSI
United Bankshares Inc

Financial Services
51
+ 0.57%
$31.56 - $39.32 $1.61K - $2.01K
9.01K $334K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
121
+ 9.55%
$210.25 - $231.86 $25.4K - $28.1K
1.39K $309K
KO
Coca Cola CO

Consumer Defensive
123
+ 3.14%
$62.69 - $73.01 $7.71K - $8.98K
4.04K $290K
JPM
Jpmorgan Chase & CO

Financial Services
48
+ 1.38%
$194.9 - $224.8 $9.36K - $10.8K
3.53K $744K
USXF
Ishares Esg Advanced Msci Usa

Technology
568
+ 11.3%
$43.59 - $49.35 $24.8K - $28K
5.6K $274K
Activity Summary
Buys All Purchases 66 New Holdings 13 Increased Positions 53 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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