The Analysis of Braun-Bostich & Associates Inc.'s Holdings
Currently, Braun-Bostich & Associates Inc. holds 125 types of securities in its portfolio with a total value $162.0M. In the most recent quarter, they have increased their positions in SPYV (+34.2K shares, valued at $1.9M), MTUM (+4.5K shares, valued at $1.1M), IEMG (+15.2K shares, valued at $1.0M); decreased their positions in QUAL (-11.7K shares, valued at $2.3M), EFV (-8.3K shares, valued at $591.8K), TLT (-6.5K shares, valued at $570.9K); initiated new positions in SYSB (+3.7K shares, valued at $335.3K), TD (+3.2K shares, valued at $297.5K), RY (+1.5K shares, valued at $259.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TLT ISHARES TR103.3K shares-5.96%2025-12-312026-01-14
DYNF BLACKROCK ETF TRUST140.0K shares0.11%2025-12-312026-01-14 SPYV SPDR SERIES TRUST135.2K shares33.80%2025-12-312026-01-14 SPYG SPDR SERIES TRUST59.3K shares-1.03%2025-12-312026-01-14 IEMG ISHARES INC93.3K shares19.53%2025-12-312026-01-14 QUAL ISHARES TR26.1K shares-30.86%2025-12-312026-01-14 BNDX VANGUARD CHARLOTTE FDS105.6K shares2.79%2025-12-312026-01-14 EFV ISHARES TR71.3K shares-10.41%2025-12-312026-01-14 OEF ISHARES TR14.4K shares3.41%2025-12-312026-01-14 VCIT VANGUARD SCOTTSDALE FDS56.9K shares2.02%2025-12-312026-01-14 RDVY FIRST TR EXCHANGE TRADED FD65.6K shares0.63%2025-12-312026-01-14 LMBS FIRST TR EXCHANGE-TRADED FD74.1K shares1.26%2025-12-312026-01-14 MSFT MICROSOFT CORP6.5K shares0.11%2025-12-312026-01-14 BINC BLACKROCK ETF TRUST II59.0K shares-4.84%2025-12-312026-01-14 THRO BLACKROCK ETF TRUST79.6K shares0.52%2025-12-312026-01-14 BAI BLACKROCK ETF TRUST86.5K shares6.79%2025-12-312026-01-14 MTUM ISHARES TR11.5K shares63.45%2025-12-312026-01-14 NVR NVR INC385 shares0.26%2025-12-312026-01-14 MBB ISHARES TR26.1K shares3.09%2025-12-312026-01-14 VCSH VANGUARD SCOTTSDALE FDS29.8K shares2.48%2025-12-312026-01-14 BROADCOM INC BROADCOM INC6.4K shares-1.88%2025-12-312026-01-14 TLH ISHARES TR20.9K shares1.12%2025-12-312026-01-14 SCHC SCHWAB STRATEGIC TR44.8K shares-1.46%2025-12-312026-01-14 EMB ISHARES TR20.0K shares0.49%2025-12-312026-01-14 AAPL APPLE INC6.6K shares0.79%2025-12-312026-01-14 SCHP SCHWAB STRATEGIC TR67.3K shares3.75%2025-12-312026-01-14 VWO VANGUARD INTL EQUITY INDEX F31.6K shares3.17%2025-12-312026-01-14 SCHH SCHWAB STRATEGIC TR77.2K shares4.45%2025-12-312026-01-14 NVDA NVIDIA CORPORATION7.8K shares-4.96%2025-12-312026-01-14 JNJ JOHNSON & JOHNSON7.0K shares-7.95%2025-12-312026-01-14 SHLD GLOBAL X FDS21.8K shares12.84%2025-12-312026-01-14 USHY ISHARES TR37.3K shares3.43%2025-12-312026-01-14 SIVR ABRDN SILVER ETF TRUST20.3K shares1.24%2025-12-312026-01-14 VGIT VANGUARD SCOTTSDALE FDS22.0K shares1.41%2025-12-312026-01-14 AMZN AMAZON COM INC5.5K shares-0.02%2025-12-312026-01-14 ALPHABET INC ALPHABET INC3.7K shares-11.38%2025-12-312026-01-14 TSLA TESLA INC2.4K shares-4.08%2025-12-312026-01-14 XOM EXXON MOBIL CORP8.9K shares0.28%2025-12-312026-01-14 VONG VANGUARD SCOTTSDALE FDS7.5K shares0.00%2025-12-312026-01-14 IVLU ISHARES TR23.7K shares-0.43%2025-12-312026-01-14 WMT WALMART INC7.8K shares-8.18%2025-12-312026-01-14 META META PLATFORMS INC1.3K shares52.82%2025-12-312026-01-14 VONV VANGUARD SCOTTSDALE FDS8.8K shares1.75%2025-12-312026-01-14 SPY SPDR S&P 500 ETF TR1.1K shares1.62%2025-12-312026-01-14 VGSH VANGUARD SCOTTSDALE FDS13.1K shares1.26%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.2.3K shares-10.70%2025-12-312026-01-14 VV VANGUARD INDEX FDS2.4K shares0.00%2025-12-312026-01-14 CAT CATERPILLAR INC1.2K shares-3.51%2025-12-312026-01-14 IEV ISHARES TR9.9K shares-17.53%2025-12-312026-01-14 VEA VANGUARD TAX-MANAGED FDS10.6K shares30.09%2025-12-312026-01-14 VMBS VANGUARD SCOTTSDALE FDS13.0K shares8.54%2025-12-312026-01-14 LLY ELI LILLY & CO519 shares3.18%2025-12-312026-01-14 HD HOME DEPOT INC1.6K shares-4.03%2025-12-312026-01-14 VTWO VANGUARD SCOTTSDALE FDS5.3K shares-2.03%2025-12-312026-01-14 MUB ISHARES TR4.8K shares-0.23%2025-12-312026-01-14 VUG VANGUARD INDEX FDS1.0K shares7.73%2025-12-312026-01-14 MCD MCDONALDS CORP1.6K shares0.00%2025-12-312026-01-14 PG PROCTER AND GAMBLE CO3.3K shares-7.95%2025-12-312026-01-14 SCZ ISHARES TR6.0K shares-0.81%2025-12-312026-01-14 AMAT APPLIED MATLS INC1.8K shares-5.98%2025-12-312026-01-14 LCTU BLACKROCK ETF TRUST5.8K shares-1.83%2025-12-312026-01-14 MA MASTERCARD INCORPORATED734 shares-4.55%2025-12-312026-01-14 SUSC ISHARES TR17.7K shares4.80%2025-12-312026-01-14 TJX TJX COS INC NEW2.7K shares0.30%2025-12-312026-01-14 ICVT ISHARES TR4.0K shares-4.01%2025-12-312026-01-14 CSCO CISCO SYS INC4.9K shares-7.41%2025-12-312026-01-14 V VISA INC1.1K shares-0.65%2025-12-312026-01-14 NFLX NETFLIX INC4.0K shares856.94%2025-12-312026-01-14 XLK SELECT SECTOR SPDR TR2.6K shares72.76%2025-12-312026-01-14 EAGG ISHARES TR7.6K shares7.17%2025-12-312026-01-14 UBSI UNITED BANKSHARES INC WEST V9.2K shares-0.13%2025-12-312026-01-14 PEP PEPSICO INC2.5K shares-20.48%2025-12-312026-01-14 COST COSTCO WHSL CORP NEW399 shares-5.45%2025-12-312026-01-14 ALPHABET INC ALPHABET INC1.1K shares-39.79%2025-12-312026-01-14 HYLB DBX ETF TR9.3K shares1.39%2025-12-312026-01-14 PH PARKER-HANNIFIN CORP384 shares0.79%2025-12-312026-01-14 SYSB ISHARES TR3.7K sharesnew addition2025-12-312026-01-14 KO COCA COLA CO4.5K shares-1.59%2025-12-312026-01-14 ABBV ABBVIE INC1.4K shares0.51%2025-12-312026-01-14 NVS NOVARTIS AG2.2K shares4.98%2025-12-312026-01-14 IBM INTERNATIONAL BUSINESS MACHS1.0K shares-7.20%2025-12-312026-01-14 EEM ISHARES TR5.6K shares-12.43%2025-12-312026-01-14 IAGG ISHARES TR6.0K shares26.45%2025-12-312026-01-14 TD TORONTO DOMINION BK ONT3.2K sharesnew addition2025-12-312026-01-14 DSI ISHARES TR2.3K shares0.62%2025-12-312026-01-14 QCOM QUALCOMM INC1.7K shares4.55%2025-12-312026-01-14 UNH UNITEDHEALTH GROUP INC854 shares20.45%2025-12-312026-01-14 SHEL SHELL PLC3.6K shares-3.63%2025-12-312026-01-14 AGG ISHARES TR2.7K shares2.51%2025-12-312026-01-14 ESGU ISHARES TR1.8K shares2.97%2025-12-312026-01-14 RY ROYAL BK CDA1.5K sharesnew addition2025-12-312026-01-14 SAP SAP SE1.1K shares0.76%2025-12-312026-01-14 IJH ISHARES TR3.9K shares9.67%2025-12-312026-01-14 TFI SPDR SERIES TRUST5.6K shares-1.49%2025-12-312026-01-14 WFC WELLS FARGO CO NEW2.7K shares-12.56%2025-12-312026-01-14 MMM 3M CO1.5K shares-12.29%2025-12-312026-01-14 BK BANK NEW YORK MELLON CORP2.1K shares0.09%2025-12-312026-01-14 USRT ISHARES TR4.3K shares3.44%2025-12-312026-01-14 IVV ISHARES TR350 shares-7.41%2025-12-312026-01-14 SO SOUTHERN CO2.7K shares9.81%2025-12-312026-01-14 LOW LOWES COS INC971 shares12.25%2025-12-312026-01-14 GILD GILEAD SCIENCES INC1.8K sharesnew addition2025-12-312026-01-14 USXF ISHARES TR3.9K shares-10.92%2025-12-312026-01-14 IGIB ISHARES TR4.1K shares-0.55%2025-12-312026-01-14 CSX CSX CORP6.1K shares-0.03%2025-12-312026-01-14 TT TRANE TECHNOLOGIES PLC567 shares0.18%2025-12-312026-01-14 MMC MARSH & MCLENNAN COS INC1.2K shares-4.22%2025-12-312026-01-14 HSBC HSBC HLDGS PLC2.7K shares-12.14%2025-12-312026-01-14 UBER UBER TECHNOLOGIES INC2.6K shares9.25%2025-12-312026-01-14 BAC BANK AMERICA CORP3.9K sharesnew addition2025-12-312026-01-14 INTU INTUIT322 shares-4.17%2025-12-312026-01-14 SPGI S&P GLOBAL INC404 shares-1.70%2025-12-312026-01-14 PEG PUBLIC SVC ENTERPRISE GRP IN2.6K shares1.68%2025-12-312026-01-14 SPIB SPDR SERIES TRUST6.1K shares-6.08%2025-12-312026-01-14 BUD ANHEUSER BUSCH INBEV SA/NV3.2K sharesnew addition2025-12-312026-01-14 BSV VANGUARD BD INDEX FDS2.6K sharesnew addition2025-12-312026-01-14 AZN ASTRAZENECA PLC2.2K sharesnew addition2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available