Braun Bostich & Associates Inc. Reduced Holdings in Q3 2025

Braun Bostich & Associates Inc.

  • $145 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
-12.1K
- 88.93%
$250.97 - $282.66 $3.04M - $3.42M
1.51K $424K
EFG
Msci Eafe Growth ETF

ETFs
-19.9K
- 89.63%
$106.99 - $114.46 $2.13M - $2.28M
2.31K $262K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.24K
- 24.42%
$567.77 - $614.76 $1.27M - $1.38M
6.94K $4.25M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-9.98K
- 61.59%
$45.6 - $46.92 $455K - $468K
6.22K $290K
AMZN
Amazon Com Inc

Consumer Cyclical
-412
- 7.01%
$211.65 - $238.24 $87.2K - $98.2K
5.47K $1.2M
NFLX
Netflix Inc

Communication Services
-20
- 4.57%
$1147.87 - $1297.18 $23K - $25.9K
418 $501K
V
Visa Inc.

Financial Services
-181
- 14.31%
$332.09 - $358.86 $60.1K - $65K
1.08K $370K
SAP
Sap Se

Technology
-89
- 7.8%
$252.42 - $311.93 $22.5K - $27.8K
1.05K $281K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-815
- 3.79%
$98.52 - $103.93 $80.3K - $84.7K
20.7K $2.13M
IBM
International Business Machines Corp

Technology
-101
- 8.33%
$234.77 - $292.47 $23.7K - $29.5K
1.11K $313K
MMM
3 M CO

Industrials
-305
- 14.73%
$144.41 - $160.2 $44K - $48.9K
1.77K $274K
INTU
Intuit Inc

Technology
-3
- 0.88%
$646.03 - $807.39 $1.94K - $2.42K
336 $229K
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 1.63%
$915.95 - $994.57 $6.41K - $6.96K
422 $390K
USXF
Ishares Esg Advanced Msci Usa

Technology
-869
- 16.45%
$53.69 - $57.31 $46.7K - $49.8K
4.41K $252K
MA
Mastercard Inc

Financial Services
-64
- 7.68%
$550.18 - $598.96 $35.2K - $38.3K
769 $437K
LLY
Eli Lilly & CO

Healthcare
-24
- 4.55%
$625.65 - $812.69 $15K - $19.5K
503 $383K
PG
Procter & Gamble CO

Consumer Defensive
-8
- 0.22%
$150.47 - $161.22 $1.2K - $1.29K
3.57K $548K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-108
- 11.93%
$546.99 - $602.2 $59.1K - $65K
797 $478K
SPGI
S&P Global Inc.

Financial Services
-6
- 1.44%
$484.94 - $564.15 $2.91K - $3.38K
411 $200K
UBER
Uber Technologies, Inc

Technology
-277
- 10.27%
$86.91 - $99.57 $24.1K - $27.6K
2.42K $237K
IEV
Ishares Tr Europe ETF

ETFs
-615
- 4.89%
$61.37 - $65.49 $37.7K - $40.3K
12K $782K
EEM
Ishares Msci Emerging Markets

ETFs
-892
- 12.33%
$48.07 - $53.4 $42.9K - $47.6K
6.35K $338K
SHEL
Shell PLC

Energy
-180
- 4.55%
$69.82 - $73.93 $12.6K - $13.3K
3.78K $270K
SO
Southern CO

Utilities
-158
- 6.02%
$90.83 - $96.0 $14.4K - $15.2K
2.47K $233K
VEA
Vanguard Ftse Developed Market

ETFs
-515
- 5.94%
$56.02 - $60.3 $28.9K - $31.1K
8.16K $488K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-232
- 3.94%
$44.22 - $45.74 $10.3K - $10.6K
5.65K $257K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-67
- 2.52%
$97.75 - $100.75 $6.55K - $6.75K
2.59K $259K
NVS
Novartis Ag

Healthcare
-157
- 6.87%
$113.5 - $129.73 $17.8K - $20.4K
2.13K $272K
PEG
Public Service Enterprise Group Inc

Utilities
-12
- 0.47%
$79.99 - $90.14 $960 - $1.08K
2.56K $213K
Blackrock ETF Trust Ii
-17.7K
- 22.17%
N/A
62K $0
USRT
Ishares Core U.S. Reit ETF

ETFs
-74
- 1.75%
$55.64 - $59.37 $4.12K - $4.39K
4.16K $244K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-263
- 4.18%
$72.04 - $77.35 $18.9K - $20.3K
6.03K $462K
IVV
Ishares Core S&P 500 ETF

ETFs
-19
- 4.79%
$620.67 - $670.08 $11.8K - $12.7K
378 $252K
CSX
Csx Corp

Industrials
-121
- 1.95%
$32.05 - $36.52 $3.88K - $4.42K
6.1K $216K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-73
- 3.13%
$115.96 - $125.95 $8.47K - $9.19K
2.26K $285K
VTWO
Vanguard Russell 2000 ETF

ETFs
-452
- 7.64%
$86.92 - $99.32 $39.3K - $44.9K
5.46K $534K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-188
- 3.09%
$67.21 - $72.65 $12.6K - $13.7K
5.9K $428K
PH
Parker Hannifin Corp

Industrials
-2
- 0.52%
$697.13 - $769.67 $1.39K - $1.54K
381 $288K
UNH
Unitedhealth Group Inc

Healthcare
-5
- 0.7%
$237.77 - $353.61 $1.19K - $1.77K
709 $244K
JPM
Jpmorgan Chase & CO

Financial Services
-129
- 4.68%
$282.78 - $316.06 $36.5K - $40.8K
2.63K $828K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-120
- 2.77%
$89.29 - $100.17 $10.7K - $12K
4.22K $422K
SPY
Spdr S&P 500 ETF Trust

ETFs
-24
- 2.12%
$617.65 - $666.84 $14.8K - $16K
1.11K $739K
ABBV
Abb Vie Inc.

Healthcare
-73
- 5.06%
$184.85 - $231.54 $13.5K - $16.9K
1.37K $316K
TJX
Tjx Companies Inc

Consumer Cyclical
-12
- 0.45%
$121.35 - $144.54 $1.46K - $1.73K
2.67K $385K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-93
- 0.39%
$32.53 - $35.69 $3.03K - $3.32K
23.8K $842K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.5K
- 3.2%
$42.28 - $45.71 $63.5K - $68.7K
45.5K $2.07M
CAT
Caterpillar Inc

Industrials
-71
- 5.36%
$390.92 - $477.15 $27.8K - $33.9K
1.25K $598K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-848
- 2.7%
$49.43 - $54.52 $41.9K - $46.2K
30.6K $1.66M
MSFT
Microsoft Corp

Technology
-27
- 0.42%
$491.09 - $535.64 $13.3K - $14.5K
6.46K $3.35M
Activity Summary
Buys All Purchases 57 New Holdings 11 Increased Positions 46 Sells All Sells 60 Reductions 60 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