Braun Bostich & Associates Inc. Sells in Q2 2025

Braun Bostich & Associates Inc.

  • $138 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.14K
- 40.07%
$456.74 - $568.03 $2.8M - $3.49M
9.18K $5.22M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-37.5K
- 90.62%
$50.08 - $63.14 $1.88M - $2.37M
3.88K $245K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-7.35K
- 31.21%
$45.12 - $46.23 $332K - $340K
16.2K $748K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-9.54K
- 21.6%
$35.3 - $37.51 $337K - $358K
34.6K $1.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.1K
- 57.61%
$48.13 - $49.85 $294K - $304K
4.49K $219K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-4.43K
- 41.33%
$57.14 - $72.68 $253K - $322K
6.3K $457K
UNH
Unitedhealth Group Inc

Healthcare
-99
- 12.18%
$274.35 - $599.47 $27.2K - $59.3K
714 $222K
VEA
Vanguard Ftse Developed Market

ETFs
-4.6K
- 34.68%
$45.65 - $57.01 $210K - $262K
8.67K $494K
VONV
Vanguard Russell 1000 Value Et

ETFs
-2.09K
- 19.6%
$73.19 - $85.21 $153K - $178K
8.58K $731K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-103
- 6.62%
$483.48 - $539.8 $49.8K - $55.6K
1.45K $705K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.74K
- 13.08%
$39.89 - $49.46 $189K - $234K
31.5K $1.56M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.16K
- 21.12%
$78.98 - $90.1 $91.8K - $105K
4.34K $390K
EEM
Ishares Msci Emerging Markets

ETFs
-1.95K
- 21.24%
$38.52 - $48.28 $75.2K - $94.2K
7.24K $349K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-87
- 6.79%
$212.1 - $244.27 $18.5K - $21.3K
1.19K $261K
ABBV
Abb Vie Inc.

Healthcare
-1
- 0.07%
$170.16 - $206.27 $170 - $206
1.44K $267K
SPGI
S&P Global Inc.

Financial Services
-74
- 15.07%
$438.31 - $527.29 $32.4K - $39K
417 $219K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-787
- 1.09%
$48.5 - $49.35 $38.2K - $38.8K
71.1K $3.5M
MA
Mastercard Inc

Financial Services
-72
- 7.96%
$479.92 - $590.74 $34.6K - $42.5K
833 $468K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-511
- 11.49%
$51.1 - $53.29 $26.1K - $27.2K
3.94K $209K
EMB
Ishares Tr

ETFs
-654
- 3.24%
$86.54 - $92.62 $56.6K - $60.6K
19.6K $1.81M
SHEL
Shell PLC

Energy
-42
- 1.05%
$59.75 - $73.05 $2.51K - $3.07K
3.96K $278K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-302
- 2.49%
$45.2 - $46.6 $13.7K - $14.1K
11.8K $546K
USXF
Ishares Esg Advanced Msci Usa

Technology
-1.12K
- 17.55%
$41.54 - $53.93 $46.7K - $60.6K
5.28K $284K
V
Visa Inc.

Financial Services
-43
- 3.29%
$308.27 - $373.31 $13.3K - $16.1K
1.27K $449K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-218
- 3.06%
$46.41 - $47.7 $10.1K - $10.4K
6.91K $328K
IEV
Ishares Tr Europe ETF

ETFs
-1.08K
- 7.89%
$51.8 - $64.59 $55.8K - $69.6K
12.6K $795K
WFC
Wells Fargo & Company

Financial Services
-453
- 13.17%
$60.98 - $80.12 $27.6K - $36.3K
2.99K $239K
VGIT
Vanguard Intermediate Term Tre

ETFs
-275
- 1.3%
$58.63 - $59.9 $16.1K - $16.5K
20.8K $1.25M
HD
Home Depot, Inc.

Consumer Cyclical
-7
- 0.43%
$335.24 - $380.78 $2.35K - $2.67K
1.61K $590K
Lam Research Corp
-7
- 0.16%
N/A
4.33K $0
Blackrock ETF Trust
-698
- 0.95%
N/A
73K $0
Blackrock Inc
-39
- 11.11%
N/A
312 $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-190
- 0.68%
$77.94 - $79.5 $14.8K - $15.1K
27.8K $2.21M
QCOM
Qualcomm Inc

Technology
-7
- 0.43%
$124.66 - $159.48 $873 - $1.12K
1.62K $257K
MMM
3 M CO

Industrials
-12
- 0.58%
$126.09 - $154.15 $1.51K - $1.85K
2.07K $315K
IAU
Ishares Gold Trust

ETFs
-1.68K
- 4.96%
$56.1 - $64.74 $94K - $109K
32.1K $2M
RELX
Relx PLC

Communication Services
-66
- 1.66%
$45.31 - $55.66 $2.99K - $3.67K
3.92K $212K
UBSI
United Bankshares Inc

Financial Services
-60
- 0.67%
$31.5 - $37.32 $1.89K - $2.24K
8.87K $323K
CSCO
Cisco Systems, Inc.

Technology
-354
- 6.3%
$53.19 - $69.38 $18.8K - $24.6K
5.26K $365K
SAP
Sap Se

Technology
-71
- 5.86%
$237.53 - $309.8 $16.9K - $22K
1.14K $346K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-58
- 2.42%
$91.62 - $116.16 $5.31K - $6.74K
2.34K $271K
INTU
Intuit Inc

Technology
-2
- 0.59%
$544.07 - $787.63 $1.09K - $1.58K
339 $267K
META
Meta Platforms, Inc.

Communication Services
-79
- 9.14%
$484.66 - $738.09 $38.3K - $58.3K
785 $579K
WMT
Walmart Inc.

Consumer Defensive
-14
- 0.17%
$81.79 - $99.98 $1.15K - $1.4K
8.38K $818K
NFLX
Netflix Inc

Communication Services
-90
- 17.05%
$855.86 - $1339.13 $77K - $121K
438 $586K
JPM
Jpmorgan Chase & CO

Financial Services
-113
- 3.94%
$210.28 - $289.91 $23.8K - $32.8K
2.76K $798K
TSLA
Tesla, Inc.

Consumer Cyclical
-32
- 1.22%
$221.86 - $362.89 $7.1K - $11.6K
2.59K $823K
EFG
Msci Eafe Growth ETF

ETFs
-698
- 3.04%
$89.8 - $112.0 $62.7K - $78.2K
22.3K $2.49M
SPYG
Spdr Portfolio

ETFs
-6.84K
- 10.01%
$71.83 - $95.32 $491K - $652K
61.5K $5.86M
Activity Summary
Buys All Purchases 57 New Holdings 11 Increased Positions 46 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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