Sponsored

The Analysis of Braun-Bostich & Associates Inc.'s Holdings & P&L

Currently, Braun-Bostich & Associates Inc. holds 126 types of securities in its portfolio with a total value $159.6M. In the most recent quarter, they have increased their positions in CORO (+193.9K shares, valued at $6.2M), VGIT (+56.4K shares, valued at $3.4M), N/A (+3.5K shares, valued at $2.1M); decreased their positions in OEF (-13.3K shares, valued at $4.2M), IEMG (-29.5K shares, valued at $2.1M), BINC (-34.6K shares, valued at $1.8M); initiated new positions in CORO (+193.9K shares, valued at $6.2M), BLCR (+40.7K shares, valued at $1.7M), VTEB (+6.4K shares, valued at $318.4K).

1M P&L

+4.1M+2.66%

3M P&L

+2.4M+1.52%

HY P&L

+9.4M+6.33%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A119.3M

81.5%

2Drug Manufacturers - General2.9M

2.0%

3Residential Construction2.3M

1.6%

Top Industries by Stock Count

1N/A66 stocks

56.9%

2Banks - Diversified6 stocks

5.2%

3Drug Manufacturers - General5 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TLT ISHARES TR107.7K shares4.23%2026-03-312026-04-15

DYNF BLACKROCK ETF TRUST117.5K shares-16.10%2026-03-312026-04-15

SPYV SPDR SERIES TRUST116.3K shares-13.96%2026-03-312026-04-15

BNDX VANGUARD CHARLOTTE FDS132.0K shares24.96%2026-03-312026-04-15

CORO BLACKROCK ETF TRUST193.9K sharesnew addition2026-03-312026-04-15

SPYG SPDR SERIES TRUST62.6K shares5.64%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS9.9K shares56.21%2026-03-312026-04-15

QUAL ISHARES TR26.1K shares-0.26%2026-03-312026-04-15

Sponsored

VGIT VANGUARD SCOTTSDALE FDS78.4K shares256.37%2026-03-312026-04-15

VCIT VANGUARD SCOTTSDALE FDS56.2K shares-1.36%2026-03-312026-04-15

RDVY FIRST TR EXCHANGE TRADED FD66.4K shares1.33%2026-03-312026-04-15

IEMG ISHARES INC63.9K shares-31.57%2026-03-312026-04-15

LMBS FIRST TR EXCHANGE-TRADED FD76.9K shares3.67%2026-03-312026-04-15

EFV ISHARES TR47.8K shares-32.95%2026-03-312026-04-15

BAI BLACKROCK ETF TRUST93.6K shares8.13%2026-03-312026-04-15

THRO BLACKROCK ETF TRUST83.9K shares5.40%2026-03-312026-04-15

Sponsored

MTUM ISHARES TR12.2K shares6.14%2026-03-312026-04-15

SHLD GLOBAL X FDS34.8K shares59.98%2026-03-312026-04-15

MBB ISHARES TR25.8K shares-1.03%2026-03-312026-04-15

NVR NVR INC352 shares-8.57%2026-03-312026-04-15

VCSH VANGUARD SCOTTSDALE FDS29.1K shares-2.39%2026-03-312026-04-15

TLH ISHARES TR21.5K shares2.97%2026-03-312026-04-15

SCHC SCHWAB STRATEGIC TR42.0K shares-6.15%2026-03-312026-04-15

EMB ISHARES TR19.6K shares-1.71%2026-03-312026-04-15

Sponsored

MSFT MICROSOFT CORP4.9K shares-23.89%2026-03-312026-04-15

SCHP SCHWAB STRATEGIC TR67.2K shares-0.14%2026-03-312026-04-15

BROADCOM INC BROADCOM INC5.8K shares-9.90%2026-03-312026-04-15

BLCR BLACKROCK ETF TRUST40.7K sharesnew addition2026-03-312026-04-15

SCHH SCHWAB STRATEGIC TR76.4K shares-1.00%2026-03-312026-04-15

AAPL APPLE INC6.4K shares-4.09%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F29.9K shares-5.43%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON6.5K shares-6.77%2026-03-312026-04-15

Sponsored

ISHARES GOLD TR ISHARES GOLD TR17.8K shares-40.04%2026-03-312026-04-15

XOM EXXON MOBIL CORP8.5K shares-4.46%2026-03-312026-04-15

USHY ISHARES TR37.1K shares-0.74%2026-03-312026-04-15

NVDA NVIDIA CORPORATION7.6K shares-3.19%2026-03-312026-04-15

BINC BLACKROCK ETF TRUST II24.4K shares-58.64%2026-03-312026-04-15

AMZN AMAZON COM INC5.4K shares-1.28%2026-03-312026-04-15

ALPHABET INC ALPHABET INC3.5K shares-5.74%2026-03-312026-04-15

WMT WALMART INC7.6K shares-3.52%2026-03-312026-04-15

Sponsored

IVLU ISHARES TR23.7K shares0.00%2026-03-312026-04-15

LAM RESEARCH CORP LAM RESEARCH CORP4.3K shares-0.07%2026-03-312026-04-15

IAGG ISHARES TR18.0K shares202.21%2026-03-312026-04-15

TSLA TESLA INC2.4K shares-0.25%2026-03-312026-04-15

VONV VANGUARD SCOTTSDALE FDS9.0K shares2.27%2026-03-312026-04-15

CAT CATERPILLAR INC1.2K shares-2.64%2026-03-312026-04-15

VONG VANGUARD SCOTTSDALE FDS7.5K shares0.00%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T1.2K shares8.07%2026-03-312026-04-15

Sponsored

VGSH VANGUARD SCOTTSDALE FDS13.1K shares0.51%2026-03-312026-04-15

META META PLATFORMS INC1.3K shares0.79%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares6.59%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO2.3K shares-2.64%2026-03-312026-04-15

IEV ISHARES TR9.2K shares-7.03%2026-03-312026-04-15

HD HOME DEPOT INC1.7K shares7.57%2026-03-312026-04-15

AMAT APPLIED MATLS INC1.6K shares-8.46%2026-03-312026-04-15

VTWO VANGUARD SCOTTSDALE FDS5.2K shares-3.01%2026-03-312026-04-15

Sponsored

MUB ISHARES TR4.8K shares0.50%2026-03-312026-04-15

PG PROCTER & GAMBLE CO3.4K shares3.04%2026-03-312026-04-15

VMBS VANGUARD SCOTTSDALE FDS10.2K shares-21.89%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION468 shares17.29%2026-03-312026-04-15

SCZ ISHARES TR5.7K shares-4.13%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS6.9K shares-35.20%2026-03-312026-04-15

LLY ELI LILLY & CO477 shares-8.09%2026-03-312026-04-15

TJX TJX COS INC NEW2.7K shares1.42%2026-03-312026-04-15

Sponsored

VUG VANGUARD INDEX FDS969 shares-7.27%2026-03-312026-04-15

ICVT ISHARES TR4.0K shares-0.94%2026-03-312026-04-15

SUSC ISHARES TR17.0K shares-3.92%2026-03-312026-04-15

MA MASTERCARD INCORPORATED784 shares6.81%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC3.3K shares-4.49%2026-03-312026-04-15

EAGG ISHARES TR8.2K shares7.76%2026-03-312026-04-15

UBSI UNITED BANKSHARES INC WEST V9.2K shares-0.39%2026-03-312026-04-15

LCTU BLACKROCK ETF TRUST5.4K shares-6.23%2026-03-312026-04-15

Sponsored

NFLX NETFLIX INC.3.9K shares-2.13%2026-03-312026-04-15

PEP PEPSICO INC2.4K shares-2.45%2026-03-312026-04-15

MCD MCDONALDS CORP1.2K shares-28.13%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR620 shares0.00%2026-03-312026-04-15

OEF ISHARES TR1.1K shares-92.41%2026-03-312026-04-15

SYSB ISHARES TR3.9K shares3.80%2026-03-312026-04-15

XLK SELECT SECTOR SPDR TR2.6K shares-0.46%2026-03-312026-04-15

PH PARKER-HANNIFIN CORP384 shares0.00%2026-03-312026-04-15

Sponsored

NVS NOVARTIS AG2.2K shares-1.66%2026-03-312026-04-15

CSCO CISCO SYS INC4.3K shares-12.82%2026-03-312026-04-15

KO COCA COLA CO4.4K shares-3.05%2026-03-312026-04-15

VTEB VANGUARD MUN BD FDS6.4K sharesnew addition2026-03-312026-04-15

HYLB DBX ETF TR8.7K shares-5.62%2026-03-312026-04-15

ALPHABET INC ALPHABET INC1.1K shares0.00%2026-03-312026-04-15

SHEL SHELL PLC3.3K shares-8.19%2026-03-312026-04-15

EEM ISHARES TR5.3K shares-4.61%2026-03-312026-04-15

Sponsored

ABBV ABBVIE INC1.4K shares0.00%2026-03-312026-04-15

BLACKROCK INC BLACKROCK INC311 shares-0.32%2026-03-312026-04-15

V VISA INC988 shares-8.26%2026-03-312026-04-15

TD TORONTO DOMINION BK ONT3.0K shares-3.51%2026-03-312026-04-15

AGG ISHARES TR2.8K shares4.41%2026-03-312026-04-15

SIVR ABRDN SILVER ETF TRUST3.8K shares-81.05%2026-03-312026-04-15

TT TRANE TECHNOLOGIES PLC635 shares11.99%2026-03-312026-04-15

SO SOUTHERN CO2.7K shares1.03%2026-03-312026-04-15

Sponsored

DSI ISHARES TR2.1K shares-7.33%2026-03-312026-04-15

BK BANK NEW YORK MELLON CORP2.2K shares1.32%2026-03-312026-04-15

GILD GILEAD SCIENCES INC1.8K shares-1.35%2026-03-312026-04-15

COMB GRANITESHARES ETF TR9.6K sharesnew addition2026-03-312026-04-15

ESGU ISHARES TR1.8K shares0.40%2026-03-312026-04-15

TFI SPDR SERIES TRUST5.5K shares-0.63%2026-03-312026-04-15

CSX CSX CORP6.1K shares-0.41%2026-03-312026-04-15

RY ROYAL BK CDA1.5K shares-1.25%2026-03-312026-04-15

Sponsored

IJH ISHARES TR3.5K shares-8.82%2026-03-312026-04-15

WFC WELLS FARGO & CO3.0K shares11.02%2026-03-312026-04-15

MMM 3M CO1.6K shares4.97%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS965 shares-6.40%2026-03-312026-04-15

LOW LOWES COS INC962 shares-0.93%2026-03-312026-04-15

QCOM QUALCOMM INC1.8K shares3.18%2026-03-312026-04-15

MO ALTRIA GROUP INC3.4K sharesnew addition2026-03-312026-04-15

ASML ASML HLDG NV168 sharesnew addition2026-03-312026-04-15

Sponsored

PLD PROLOGIS INC.1.7K sharesnew addition2026-03-312026-04-15

USXF ISHARES TR3.9K shares-0.23%2026-03-312026-04-15

COP CONOCOPHILLIPS1.6K sharesnew addition2026-03-312026-04-15

SPIB SPDR SERIES TRUST6.4K shares4.79%2026-03-312026-04-15

IVV ISHARES TR329 shares-6.00%2026-03-312026-04-15

IGIB ISHARES TR4.0K shares-2.25%2026-03-312026-04-15

PEG PUBLIC SVC ENTERPRISE GROUP2.6K shares0.81%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC4.2K sharesnew addition2026-03-312026-04-15

Sponsored

FDX FEDEX CORP596 sharesnew addition2026-03-312026-04-15

HSBC HSBC HLDGS PLC2.6K shares-6.69%2026-03-312026-04-15

USRT ISHARES TR3.6K shares-17.30%2026-03-312026-04-15

VV VANGUARD INDEX FDS704 shares-70.17%2026-03-312026-04-15

BCI ABRDN ETFS8.5K sharesnew addition2026-03-312026-04-15

SPSB SPDR SERIES TRUST6.7K sharesnew addition2026-03-312026-04-15

TLT

ISHARES TR

4.23%

Shares107.7K

Event2026-03-31

Filed2026-04-15

DYNF

BLACKROCK ETF TRUST

-16.10%

Shares117.5K

Event2026-03-31

Filed2026-04-15

SPYV

SPDR SERIES TRUST

-13.96%

Shares116.3K

Event2026-03-31

Filed2026-04-15

BNDX

VANGUARD CHARLOTTE FDS

24.96%

Shares132.0K

Event2026-03-31

Filed2026-04-15

CORO

BLACKROCK ETF TRUST

New

Shares193.9K

Event2026-03-31

Filed2026-04-15

SPYG

SPDR SERIES TRUST

5.64%

Shares62.6K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

56.21%

Shares9.9K

Event2026-03-31

Filed2026-04-15

QUAL

ISHARES TR

-0.26%

Shares26.1K

Event2026-03-31

Filed2026-04-15

VGIT

VANGUARD SCOTTSDALE FDS

256.37%

Shares78.4K

Event2026-03-31

Filed2026-04-15

VCIT

VANGUARD SCOTTSDALE FDS

-1.36%

Shares56.2K

Event2026-03-31

Filed2026-04-15

RDVY

FIRST TR EXCHANGE TRADED FD

1.33%

Shares66.4K

Event2026-03-31

Filed2026-04-15

IEMG

ISHARES INC

-31.57%

Shares63.9K

Event2026-03-31

Filed2026-04-15

LMBS

FIRST TR EXCHANGE-TRADED FD

3.67%

Shares76.9K

Event2026-03-31

Filed2026-04-15

EFV

ISHARES TR

-32.95%

Shares47.8K

Event2026-03-31

Filed2026-04-15

BAI

BLACKROCK ETF TRUST

8.13%

Shares93.6K

Event2026-03-31

Filed2026-04-15

THRO

BLACKROCK ETF TRUST

5.40%

Shares83.9K

Event2026-03-31

Filed2026-04-15

MTUM

ISHARES TR

6.14%

Shares12.2K

Event2026-03-31

Filed2026-04-15

SHLD

GLOBAL X FDS

59.98%

Shares34.8K

Event2026-03-31

Filed2026-04-15

MBB

ISHARES TR

-1.03%

Shares25.8K

Event2026-03-31

Filed2026-04-15

NVR

NVR INC

-8.57%

Shares352

Event2026-03-31

Filed2026-04-15

VCSH

VANGUARD SCOTTSDALE FDS

-2.39%

Shares29.1K

Event2026-03-31

Filed2026-04-15

TLH

ISHARES TR

2.97%

Shares21.5K

Event2026-03-31

Filed2026-04-15

SCHC

SCHWAB STRATEGIC TR

-6.15%

Shares42.0K

Event2026-03-31

Filed2026-04-15

EMB

ISHARES TR

-1.71%

Shares19.6K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

-23.89%

Shares4.9K

Event2026-03-31

Filed2026-04-15

SCHP

SCHWAB STRATEGIC TR

-0.14%

Shares67.2K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

-9.90%

Shares5.8K

Event2026-03-31

Filed2026-04-15

BLCR

BLACKROCK ETF TRUST

New

Shares40.7K

Event2026-03-31

Filed2026-04-15

SCHH

SCHWAB STRATEGIC TR

-1.00%

Shares76.4K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-4.09%

Shares6.4K

Event2026-03-31

Filed2026-04-15

VWO

VANGUARD INTL EQUITY INDEX F

-5.43%

Shares29.9K

Event2026-03-31

Filed2026-04-15

JNJ

JOHNSON & JOHNSON

-6.77%

Shares6.5K

Event2026-03-31

Filed2026-04-15

ISHARES GOLD TR

-40.04%

Shares17.8K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

-4.46%

Shares8.5K

Event2026-03-31

Filed2026-04-15

USHY

ISHARES TR

-0.74%

Shares37.1K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

-3.19%

Shares7.6K

Event2026-03-31

Filed2026-04-15

BINC

BLACKROCK ETF TRUST II

-58.64%

Shares24.4K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

-1.28%

Shares5.4K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-5.74%

Shares3.5K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

-3.52%

Shares7.6K

Event2026-03-31

Filed2026-04-15

IVLU

ISHARES TR

0.00%

Shares23.7K

Event2026-03-31

Filed2026-04-15

LAM RESEARCH CORP

-0.07%

Shares4.3K

Event2026-03-31

Filed2026-04-15

IAGG

ISHARES TR

202.21%

Shares18.0K

Event2026-03-31

Filed2026-04-15

TSLA

TESLA INC

-0.25%

Shares2.4K

Event2026-03-31

Filed2026-04-15

VONV

VANGUARD SCOTTSDALE FDS

2.27%

Shares9.0K

Event2026-03-31

Filed2026-04-15

CAT

CATERPILLAR INC

-2.64%

Shares1.2K

Event2026-03-31

Filed2026-04-15

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

8.07%

Shares1.2K

Event2026-03-31

Filed2026-04-15

VGSH

VANGUARD SCOTTSDALE FDS

0.51%

Shares13.1K

Event2026-03-31

Filed2026-04-15