Braun Bostich & Associates Inc. Portfolio Holdings

Braun Bostich & Associates Inc.

  • $138 Million
  • Q2 2025

Braun Bostich & Associates Inc. has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $138 Million distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 20+ Year Trea with a value of $9.22M, Ishares Msci Usa Quality Facto with a value of $7.06M, Blackrock ETF Tr U S Equity Fa with a value of $6.81M, Spdr Portfolio with a value of $5.86M, and Msci Eafe Value ETF with a value of $5.26M.

Examining the 13F form we can see an increase of $10.5M in the current position value, from $128M to 138M.

Braun Bostich & Associates Inc. is based out at Canonsburg, PA

Below you can find more details about Braun Bostich & Associates Inc. portfolio as well as his latest detailed transactions.

Portfolio value $138 Million
ETFs: $107 Million
Technology: $10.4 Million
Consumer Cyclical: $6.31 Million
Financial Services: $3.46 Million
Consumer Defensive: $2.91 Million
Healthcare: $2.56 Million
Communication Services: $2.44 Million
Industrials: $1.54 Million
Other: $1.67 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$271,000 0.2% of portfolio
2,336
Q2 2025 Reduced 2.42%
$0
$263,000 0.19% of portfolio
2,657
Q2 2025 Added 3.63%
$0
$262,000 0.19% of portfolio
5,883
Q2 2025 New
$0
$246,000 0.18% of portfolio
397
Q1 2025 Reduced 10.79%
$0
$245,000 0.18% of portfolio
3,884
Q2 2025 Reduced 90.62%
$0
$239,000 0.17% of portfolio
4,232
Q2 2025 New
$0
$218,000 0.16% of portfolio
3,525
Q2 2024 Reduced 29.92%
$0
$219,000 0.16% of portfolio
4,487
Q2 2025 Reduced 57.61%
$0
$207,000 0.15% of portfolio
6,182
Q2 2025 New
$0
$209,000 0.15% of portfolio
3,936
Q2 2025 Reduced 11.49%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $138 Million
  • Prior Value $128 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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