Braun Bostich & Associates Inc. Incresed Positions 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
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
BNDX
Vanguard Total International B

ETFs
5.05K
+ 6.03%
$48.42 - $50.35 $245K - $254K
88.8K $4.47M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.55K
+ 3.13%
$48.51 - $52.86 $75K - $81.8K
51K $2.7M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.02K
+ 10.11%
$36.06 - $37.66 $145K - $151K
43.8K $1.65M
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
USXF
Ishares Esg Advanced Msci Usa

Technology
568
+ 11.3%
$43.59 - $49.35 $24.8K - $28K
5.6K $274K
JPM
Jpmorgan Chase & CO

Financial Services
48
+ 1.38%
$194.9 - $224.8 $9.36K - $10.8K
3.53K $744K
NVS
Novartis Ag

Healthcare
148
+ 6.71%
$106.13 - $120.89 $15.7K - $17.9K
2.35K $270K
ICVT
Ishares Tr Convertible Bond Et

ETFs
155
+ 3.83%
$77.24 - $83.67 $12K - $13K
4.2K $351K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
675
+ 4.54%
$22.51 - $23.92 $15.2K - $16.1K
15.5K $369K
TJX
Tjx Companies Inc

Consumer Cyclical
113
+ 4.81%
$107.93 - $120.23 $12.2K - $13.6K
2.46K $289K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
100
+ 1.56%
$56.29 - $62.74 $5.63K - $6.27K
6.53K $409K
AMZN
Amazon Com Inc

Consumer Cyclical
325
+ 6.21%
$161.02 - $200.0 $52.3K - $65K
5.56K $1.04M
NFLX
Netflix Inc

Communication Services
9
+ 1.82%
$598.55 - $722.26 $5.39K - $6.5K
503 $356K
XOM
Exxon Mobil Corp

Energy
48
+ 0.56%
$109.72 - $119.0 $5.27K - $5.71K
8.67K $1.02M
INTU
Intuit Inc

Technology
46
+ 13.07%
$602.97 - $670.49 $27.7K - $30.8K
398 $247K
DSI
Ishares Msci Kld 400 Social Et

ETFs
9
+ 0.34%
$97.81 - $108.79 $880 - $979
2.65K $287K
QQQ
Invesco Qqq Trust, Series 1

ETFs
9
+ 0.83%
$434.77 - $502.96 $3.91K - $4.53K
1.09K $533K
CSX
Csx Corp

Industrials
90
+ 1.33%
$32.48 - $35.45 $2.92K - $3.19K
6.83K $235K
UBER
Uber Technologies, Inc

Technology
15
+ 0.44%
$58.48 - $77.47 $877 - $1.16K
3.44K $258K
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
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