Braun Bostich & Associates Inc. Sells in Q3 2024

Braun Bostich & Associates Inc.

  • $140 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.13K
- 19.77%
$475.2 - $527.7 $2.91M - $3.23M
24.9K $13.1M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-30.7K
- 70.82%
$19.01 - $20.7 $584K - $636K
12.7K $258K
SPYG
Spdr Portfolio

ETFs
-7.72K
- 9.54%
$73.38 - $84.1 $567K - $650K
73.2K $6.07M
VGIT
Vanguard Intermediate Term Tre

ETFs
-6.14K
- 22.6%
$57.8 - $60.8 $355K - $373K
21K $1.27M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-4.47K
- 32.31%
$44.9 - $47.55 $201K - $213K
9.37K $442K
VGSH
Vanguard

ETFs
-3.33K
- 21.8%
$57.74 - $59.13 $192K - $197K
12K $705K
VEA
Vanguard Ftse Developed Market

ETFs
-4.28K
- 16.02%
$47.6 - $53.31 $204K - $228K
22.4K $1.18M
LRCX
Lam Research Corp

Technology
-4
- 0.94%
$731.56 - $1127.3 $2.93K - $4.51K
422 $344K
NVDA
Nvidia Corp

Technology
-681
- 6.81%
$98.91 - $134.91 $67.4K - $91.9K
9.31K $1.13M
AMAT
Applied Materials Inc

Technology
-156
- 7.52%
$174.88 - $254.97 $27.3K - $39.8K
1.92K $387K
ADBE
Adobe Inc.

Technology
-74
- 11.16%
$508.13 - $586.55 $37.6K - $43.4K
589 $304K
MRK
Merck & Co., Inc.

Healthcare
-259
- 7.81%
$111.15 - $128.97 $28.8K - $33.4K
3.06K $347K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.03K
- 25.15%
$41.02 - $46.01 $83.4K - $93.5K
6.05K $275K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-5.4K
- 10.06%
$34.48 - $38.87 $186K - $210K
48.3K $1.86M
V
Visa Inc.

Financial Services
-228
- 14.64%
$253.74 - $291.56 $57.9K - $66.5K
1.33K $365K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-413
- 14.56%
$96.25 - $101.98 $39.8K - $42.1K
2.42K $245K
SHEL
Shell PLC

Energy
-27
- 0.64%
$65.65 - $73.28 $1.77K - $1.98K
4.21K $277K
VONV
Vanguard Russell 1000 Value Et

ETFs
-1.14K
- 11.13%
$76.07 - $83.33 $86.5K - $94.7K
9.08K $756K
LLY
Eli Lilly & CO

Healthcare
-6
- 1.08%
$772.14 - $960.02 $4.63K - $5.76K
548 $485K
COST
Costco Wholesale Corp

Consumer Defensive
-24
- 5.27%
$801.83 - $917.05 $19.2K - $22K
431 $382K
PEP
Pepsico Inc

Consumer Defensive
-65
- 2.29%
$161.9 - $179.3 $10.5K - $11.7K
2.78K $472K
VTWO
Vanguard Russell 2000 ETF

ETFs
-431
- 7.28%
$81.17 - $90.77 $35K - $39.1K
5.49K $490K
IVV
Ishares Core S&P 500 ETF

ETFs
-16
- 3.31%
$520.18 - $576.82 $8.32K - $9.23K
468 $269K
EUSB
Ishares Tr Esg Advanced Total

Technology
-82
- 1.57%
$42.09 - $44.64 $3.45K - $3.66K
5.14K $227K
PM
Philip Morris International Inc.

Consumer Defensive
-282
- 13.09%
$101.25 - $127.45 $28.6K - $35.9K
1.87K $227K
AAPL
Apple Inc.

Technology
-708
- 8.96%
$207.23 - $234.82 $147K - $166K
7.2K $1.68M
EFG
Msci Eafe Growth ETF

ETFs
-1.6K
- 4.65%
$96.84 - $108.77 $155K - $174K
32.9K $3.54M
AJG
Arthur J. Gallagher & Co.

Financial Services
-5
- 0.62%
$259.22 - $299.75 $1.3K - $1.5K
800 $225K
META
Meta Platforms, Inc.

Communication Services
-99
- 9.07%
$453.41 - $572.44 $44.9K - $56.7K
993 $568K
PG
Procter & Gamble CO

Consumer Defensive
-44
- 1.32%
$160.76 - $177.82 $7.07K - $7.82K
3.28K $567K
SPY
Spdr S&P 500 ETF Trust

ETFs
-13
- 1.31%
$517.38 - $573.86 $6.73K - $7.46K
983 $564K
ABBV
Abb Vie Inc.

Healthcare
-93
- 5.27%
$163.84 - $199.33 $15.2K - $18.5K
1.67K $329K
IBM
International Business Machines Corp

Technology
-108
- 8.93%
$175.1 - $223.38 $18.9K - $24.1K
1.1K $243K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.49K
- 6.34%
$41.9 - $48.26 $104K - $120K
36.8K $1.76M
MBB
Ishares Tr

ETFs
-791
- 2.67%
$90.85 - $96.66 $71.9K - $76.5K
28.8K $2.76M
MCD
Mcdonalds Corp

Consumer Cyclical
-106
- 6.78%
$245.82 - $304.51 $26.1K - $32.3K
1.46K $443K
PH
Parker Hannifin Corp

Industrials
-6
- 1.49%
$501.01 - $635.92 $3.01K - $3.82K
397 $250K
MMM
3 M CO

Industrials
-135
- 6.08%
$99.69 - $139.42 $13.5K - $18.8K
2.09K $285K
HD
Home Depot, Inc.

Consumer Cyclical
-119
- 6.56%
$333.64 - $405.2 $39.7K - $48.2K
1.7K $687K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-3.86K
- 5.04%
$19.78 - $23.53 $76.3K - $90.8K
72.7K $1.68M
NVR
Nvr Inc

Consumer Cyclical
-3
- 0.73%
$7421.51 - $9811.8 $22.3K - $29.4K
410 $4.02M
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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