The Analysis of Braun-Bostich & Associates Inc.'s Holdings
Currently, Braun-Bostich & Associates Inc. holds 123 types of securities in its portfolio with a total value $158.7M. In the most recent quarter, they have increased their positions in BAI (+81.0K shares, valued at $2.8M), OEF (+7.5K shares, valued at $2.5M), IEMG (+32.1K shares, valued at $2.1M); decreased their positions in XLK (-12.1K shares, valued at $3.4M), EFG (-19.9K shares, valued at $2.3M), VOO (-2.2K shares, valued at $1.4M); initiated new positions in BAI (+81.0K shares, valued at $2.8M), SHLD (+19.3K shares, valued at $1.4M), SIVR (+20.0K shares, valued at $890.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TLT ISHARES TR109.9K shares5.19%2025-09-302025-11-03
DYNF BLACKROCK ETF TRUST139.9K shares11.92%2025-09-302025-11-03 QUAL ISHARES TR37.8K shares-2.09%2025-09-302025-11-03 SPYG SPDR SERIES TRUST59.9K shares-2.51%2025-09-302025-11-03 SPYV SPDR SERIES TRUST101.1K shares6.80%2025-09-302025-11-03 EFV ISHARES TR79.6K shares-4.00%2025-09-302025-11-03 IEMG ISHARES INC78.1K shares69.99%2025-09-302025-11-03 BNDX VANGUARD CHARLOTTE FDS102.7K shares3.72%2025-09-302025-11-03 VCIT VANGUARD SCOTTSDALE FDS55.8K shares3.33%2025-09-302025-11-03 OEF ISHARES TR13.9K shares115.90%2025-09-302025-11-03 RDVY FIRST TR EXCHANGE TRADED FD65.1K shares5.45%2025-09-302025-11-03 VOO VANGUARD INDEX FDS6.9K shares-24.42%2025-09-302025-11-03 LMBS FIRST TR EXCHANGE-TRADED FD73.2K shares2.93%2025-09-302025-11-03 MSFT MICROSOFT CORP6.5K shares-0.42%2025-09-302025-11-03 BINC BLACKROCK ETF TRUST II62.0K shares-22.17%2025-09-302025-11-03 NVR NVR INC384 shares-0.52%2025-09-302025-11-03 THRO BLACKROCK ETF TRUST79.2K shares8.43%2025-09-302025-11-03 BAI BLACKROCK ETF TRUST81.0K sharesnew addition2025-09-302025-11-03 MBB ISHARES TR25.3K shares4.15%2025-09-302025-11-03 IAU ISHARES GOLD TR32.2K shares0.19%2025-09-302025-11-03 VCSH VANGUARD SCOTTSDALE FDS29.1K shares4.52%2025-09-302025-11-03 AVGO BROADCOM INC6.5K shares-2.94%2025-09-302025-11-03 TLH ISHARES TR20.7K shares-3.79%2025-09-302025-11-03 SCHC SCHWAB STRATEGIC TR45.5K shares-3.20%2025-09-302025-11-03 EMB ISHARES TR19.9K shares1.71%2025-09-302025-11-03 MTUM ISHARES TR7.0K shares7.36%2025-09-302025-11-03 SCHP SCHWAB STRATEGIC TR64.8K shares3.91%2025-09-302025-11-03 AAPL APPLE INC6.6K shares-3.76%2025-09-302025-11-03 VWO VANGUARD INTL EQUITY INDEX F30.6K shares-2.70%2025-09-302025-11-03 SCHH SCHWAB STRATEGIC TR73.9K shares4.63%2025-09-302025-11-03 NVDA NVIDIA CORPORATION8.2K shares-4.72%2025-09-302025-11-03 JNJ JOHNSON & JOHNSON7.6K shares-0.03%2025-09-302025-11-03 USHY ISHARES TR36.1K shares4.23%2025-09-302025-11-03 SHLD GLOBAL X FDS19.3K sharesnew addition2025-09-302025-11-03 VGIT VANGUARD SCOTTSDALE FDS21.7K shares4.22%2025-09-302025-11-03 AMZN AMAZON COM INC5.5K shares-7.01%2025-09-302025-11-03 TSLA TESLA INC2.5K shares-3.55%2025-09-302025-11-03 GOOGL ALPHABET INC4.2K shares-0.50%2025-09-302025-11-03 XOM EXXON MOBIL CORP8.9K shares2.86%2025-09-302025-11-03 VONG VANGUARD SCOTTSDALE FDS7.5K shares0.00%2025-09-302025-11-03 SIVR ABRDN SILVER ETF TRUST20.0K sharesnew addition2025-09-302025-11-03 WMT WALMART INC8.5K shares2.02%2025-09-302025-11-03 IVLU ISHARES TR23.8K shares-0.39%2025-09-302025-11-03 JPM JPMORGAN CHASE & CO.2.6K shares-4.68%2025-09-302025-11-03 IEV ISHARES TR12.0K shares-4.89%2025-09-302025-11-03 VONV VANGUARD SCOTTSDALE FDS8.6K shares0.43%2025-09-302025-11-03 VGSH VANGUARD SCOTTSDALE FDS12.9K shares4.27%2025-09-302025-11-03 SPY SPDR S&P 500 ETF TR1.1K shares-2.12%2025-09-302025-11-03 VV VANGUARD INDEX FDS2.4K shares0.00%2025-09-302025-11-03 HD HOME DEPOT INC1.6K shares1.80%2025-09-302025-11-03 BRK.B BERKSHIRE HATHAWAY INC DEL1.3K shares-9.43%2025-09-302025-11-03 META META PLATFORMS INC833 shares6.11%2025-09-302025-11-03 CAT CATERPILLAR INC1.3K shares-5.36%2025-09-302025-11-03 LRCX LAM RESEARCH CORP4.4K shares0.53%2025-09-302025-11-03 VMBS VANGUARD SCOTTSDALE FDS12.0K shares1.49%2025-09-302025-11-03 PG PROCTER AND GAMBLE CO3.6K shares-0.22%2025-09-302025-11-03 VTWO VANGUARD SCOTTSDALE FDS5.5K shares-7.64%2025-09-302025-11-03 MUB ISHARES TR4.8K shares28.96%2025-09-302025-11-03 NFLX NETFLIX INC418 shares-4.57%2025-09-302025-11-03 VEA VANGUARD TAX-MANAGED FDS8.2K shares-5.94%2025-09-302025-11-03 MCD MCDONALDS CORP1.6K shares9.39%2025-09-302025-11-03 QQQ INVESCO QQQ TR797 shares-11.93%2025-09-302025-11-03 VUG VANGUARD INDEX FDS970 shares0.00%2025-09-302025-11-03 SCZ ISHARES TR6.0K shares-4.18%2025-09-302025-11-03 GOOG ALPHABET INC1.8K shares0.00%2025-09-302025-11-03 MA MASTERCARD INCORPORATED769 shares-7.68%2025-09-302025-11-03 PEP PEPSICO INC3.1K shares9.61%2025-09-302025-11-03 LCTU BLACKROCK ETF TRUST5.9K shares-3.09%2025-09-302025-11-03 XLK SELECT SECTOR SPDR TR1.5K shares-88.93%2025-09-302025-11-03 ICVT ISHARES TR4.2K shares-2.77%2025-09-302025-11-03 SUSC ISHARES TR16.9K shares11.65%2025-09-302025-11-03 COST COSTCO WHSL CORP NEW422 shares-1.63%2025-09-302025-11-03 TJX TJX COS INC NEW2.7K shares-0.45%2025-09-302025-11-03 LLY ELI LILLY & CO503 shares-4.55%2025-09-302025-11-03 AMAT APPLIED MATLS INC1.9K shares4.23%2025-09-302025-11-03 V VISA INC1.1K shares-14.31%2025-09-302025-11-03 CSCO CISCO SYS INC5.3K shares1.27%2025-09-302025-11-03 BLK BLACKROCK INC312 shares0.00%2025-09-302025-11-03 UBSI UNITED BANKSHARES INC WEST V9.3K shares4.36%2025-09-302025-11-03 EAGG ISHARES TR7.1K shares2.43%2025-09-302025-11-03 HYLB DBX ETF TR9.1K shares1.53%2025-09-302025-11-03 EEM ISHARES TR6.3K shares-12.33%2025-09-302025-11-03 STIP ISHARES TR3.1K shares4.64%2025-09-302025-11-03 ABBV ABBVIE INC1.4K shares-5.06%2025-09-302025-11-03 IBM INTERNATIONAL BUSINESS MACHS1.1K shares-8.33%2025-09-302025-11-03 KO COCA COLA CO4.6K shares5.42%2025-09-302025-11-03 IUSB ISHARES TR6.2K shares-61.59%2025-09-302025-11-03 PH PARKER-HANNIFIN CORP381 shares-0.52%2025-09-302025-11-03 DSI ISHARES TR2.3K shares-3.13%2025-09-302025-11-03 SAP SAP SE1.1K shares-7.80%2025-09-302025-11-03 MMM 3M CO1.8K shares-14.73%2025-09-302025-11-03 NVS NOVARTIS AG2.1K shares-6.87%2025-09-302025-11-03 QCOM QUALCOMM INC1.6K shares0.49%2025-09-302025-11-03 SHEL SHELL PLC3.8K shares-4.55%2025-09-302025-11-03 EFG ISHARES TR2.3K shares-89.63%2025-09-302025-11-03 MRK MERCK & CO INC3.1K shares7.06%2025-09-302025-11-03 AGG ISHARES TR2.6K shares-2.52%2025-09-302025-11-03 WFC WELLS FARGO CO NEW3.1K shares2.91%2025-09-302025-11-03 TFI SPDR SERIES TRUST5.7K shares-3.94%2025-09-302025-11-03 IVV ISHARES TR378 shares-4.79%2025-09-302025-11-03 USXF ISHARES TR4.4K shares-16.45%2025-09-302025-11-03 ESGU ISHARES TR1.7K sharesnew addition2025-09-302025-11-03 MMC MARSH & MCLENNAN COS INC1.2K shares3.18%2025-09-302025-11-03 ORCL ORACLE CORP882 sharesnew addition2025-09-302025-11-03 UNH UNITEDHEALTH GROUP INC709 shares-0.70%2025-09-302025-11-03 USRT ISHARES TR4.2K shares-1.75%2025-09-302025-11-03 IAGG ISHARES TR4.7K sharesnew addition2025-09-302025-11-03 TT TRANE TECHNOLOGIES PLC566 shares1.62%2025-09-302025-11-03 UBER UBER TECHNOLOGIES INC2.4K shares-10.27%2025-09-302025-11-03 MO ALTRIA GROUP INC3.6K shares2.74%2025-09-302025-11-03 SO SOUTHERN CO2.5K shares-6.02%2025-09-302025-11-03 BK BANK NEW YORK MELLON CORP2.1K sharesnew addition2025-09-302025-11-03 IJH ISHARES TR3.5K shares0.00%2025-09-302025-11-03 INTU INTUIT336 shares-0.88%2025-09-302025-11-03 IGIB ISHARES TR4.2K shares5.49%2025-09-302025-11-03 HSBC HSBC HLDGS PLC3.1K sharesnew addition2025-09-302025-11-03 SPIB SPDR SERIES TRUST6.5K shares5.44%2025-09-302025-11-03 LOW LOWES COS INC865 sharesnew addition2025-09-302025-11-03 CSX CSX CORP6.1K shares-1.95%2025-09-302025-11-03 PEG PUBLIC SVC ENTERPRISE GRP IN2.6K shares-0.47%2025-09-302025-11-03 LIN LINDE PLC437 sharesnew addition2025-09-302025-11-03 BCI ABRDN ETFS9.6K sharesnew addition2025-09-302025-11-03 SPGI S&P GLOBAL INC411 shares-1.44%2025-09-302025-11-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available