Braun Bostich & Associates Inc. Sells in Q4 2024

Braun Bostich & Associates Inc.

  • $134 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-7.4K
- 7.16%
$87.1 - $98.49 $644K - $729K
95.9K $8.37M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-29.9K
- 47.77%
$45.07 - $47.1 $1.35M - $1.41M
32.7K $1.48M
MBB
Ishares Tr

ETFs
-2.65K
- 9.2%
$91.26 - $95.82 $242K - $254K
26.1K $2.4M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-4.01K
- 8.31%
$33.93 - $38.37 $136K - $154K
44.3K $1.52M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.32K
- 6.31%
$44.04 - $49.49 $102K - $115K
34.5K $1.52M
JNJ
Johnson & Johnson

Healthcare
-294
- 3.78%
$143.34 - $165.86 $42.1K - $48.8K
7.48K $1.08M
RDVY
First Trust Rising Dividend Ac

ETFs
-2.52K
- 3.95%
$58.65 - $64.37 $148K - $162K
61.3K $3.62M
XOM
Exxon Mobil Corp

Energy
-395
- 4.56%
$105.51 - $125.37 $41.7K - $49.5K
8.27K $889K
UNH
Unitedhealth Group Inc

Healthcare
-55
- 6.09%
$485.52 - $625.25 $26.7K - $34.4K
848 $428K
LLY
Eli Lilly & CO

Healthcare
-40
- 7.3%
$727.2 - $932.06 $29.1K - $37.3K
508 $392K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-226
- 0.63%
$176.42 - $186.91 $39.9K - $42.2K
35.8K $6.38M
ADBE
Adobe Inc.

Technology
-89
- 15.11%
$437.39 - $552.96 $38.9K - $49.2K
500 $222K
AMAT
Applied Materials Inc

Technology
-21
- 1.09%
$161.44 - $213.89 $3.39K - $4.49K
1.9K $308K
PEP
Pepsico Inc

Consumer Defensive
-172
- 6.19%
$151.29 - $176.1 $26K - $30.3K
2.61K $396K
MSFT
Microsoft Corp

Technology
-27
- 0.38%
$406.35 - $454.46 $11K - $12.3K
7.01K $2.96M
META
Meta Platforms, Inc.

Communication Services
-139
- 14.0%
$554.08 - $632.68 $77K - $87.9K
854 $503K
ABBV
Abb Vie Inc.

Healthcare
-175
- 10.47%
$164.99 - $203.87 $28.9K - $35.7K
1.5K $265K
MRK
Merck & Co., Inc.

Healthcare
-176
- 5.76%
$96.31 - $114.76 $17K - $20.2K
2.88K $286K
JPM
Jpmorgan Chase & CO

Financial Services
-659
- 18.67%
$205.18 - $250.29 $135K - $165K
2.87K $688K
NVS
Novartis Ag

Healthcare
-133
- 5.65%
$96.78 - $117.18 $12.9K - $15.6K
2.22K $216K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-174
- 12.54%
$209.89 - $233.24 $36.5K - $40.6K
1.21K $257K
HD
Home Depot, Inc.

Consumer Cyclical
-59
- 3.48%
$385.02 - $431.37 $22.7K - $25.5K
1.64K $636K
QCOM
Qualcomm Inc

Technology
-134
- 7.54%
$150.4 - $178.04 $20.2K - $23.9K
1.64K $252K
SHEL
Shell PLC

Energy
-510
- 12.13%
$60.63 - $70.23 $30.9K - $35.8K
3.7K $231K
HEZU
Ishares Currency Hedged Msci E

ETFs
-977
- 14.18%
$35.18 - $36.95 $34.4K - $36.1K
5.91K $211K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-1.7K
- 13.42%
$19.27 - $20.9 $32.7K - $35.5K
11K $216K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-51
- 3.16%
$442.29 - $483.08 $22.6K - $24.6K
1.56K $707K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-420
- 6.5%
$46.33 - $48.6 $19.5K - $20.4K
6.04K $280K
CSX
Csx Corp

Industrials
-555
- 8.12%
$31.58 - $36.88 $17.5K - $20.5K
6.28K $202K
ACN
Accenture PLC

Technology
-85
- 10.46%
$343.9 - $376.86 $29.2K - $32K
728 $256K
MCD
Mcdonalds Corp

Consumer Cyclical
-15
- 1.03%
$288.47 - $316.54 $4.33K - $4.75K
1.44K $418K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-236
- 1.52%
$22.65 - $23.8 $5.35K - $5.62K
15.3K $347K
VONV
Vanguard Russell 1000 Value Et

ETFs
-15
- 0.17%
$80.87 - $87.69 $1.21K - $1.32K
9.07K $736K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-109
- 0.78%
$49.79 - $51.14 $5.43K - $5.57K
13.9K $694K
VTWO
Vanguard Russell 2000 ETF

ETFs
-161
- 2.93%
$87.42 - $98.06 $14.1K - $15.8K
5.33K $476K
SPGI
S&P Global Inc.

Financial Services
-9
- 1.97%
$480.36 - $529.17 $4.32K - $4.76K
447 $222K
INTU
Intuit Inc

Technology
-25
- 6.28%
$602.01 - $706.25 $15.1K - $17.7K
373 $234K
PEG
Public Service Enterprise Group Inc

Utilities
-14
- 0.58%
$81.87 - $94.51 $1.15K - $1.32K
2.42K $204K
IBM
International Business Machines Corp

Technology
-53
- 4.81%
$204.9 - $238.04 $10.9K - $12.6K
1.05K $230K
AJG
Arthur J. Gallagher & Co.

Financial Services
-44
- 5.5%
$278.49 - $315.16 $12.3K - $13.9K
756 $214K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-139
- 5.25%
$107.41 - $115.71 $14.9K - $16.1K
2.51K $276K
PH
Parker Hannifin Corp

Industrials
-15
- 3.78%
$621.74 - $709.46 $9.33K - $10.6K
382 $242K
COST
Costco Wholesale Corp

Consumer Defensive
-22
- 5.1%
$873.59 - $994.69 $19.2K - $21.9K
409 $374K
IVV
Ishares Core S&P 500 ETF

ETFs
-23
- 4.91%
$570.51 - $610.59 $13.1K - $14K
445 $261K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-206
- 3.16%
$62.07 - $66.61 $12.8K - $13.7K
6.32K $404K
CSCO
Cisco Systems, Inc.

Technology
-715
- 11.3%
$52.45 - $60.02 $37.5K - $42.9K
5.61K $332K
TJX
Tjx Companies Inc

Consumer Cyclical
-72
- 2.92%
$112.15 - $127.2 $8.07K - $9.16K
2.39K $288K
UBSI
United Bankshares Inc

Financial Services
-85
- 0.94%
$35.53 - $43.29 $3.02K - $3.68K
8.92K $335K
SAP
Sap Se

Technology
-42
- 3.34%
$218.13 - $255.54 $9.16K - $10.7K
1.22K $299K
Activity Summary
Buys All Purchases 44 New Holdings 8 Increased Positions 36 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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