Braun-Bostich & Associates Inc. Top Holdings and 13F Report (2025) About Braun-Bostich & Associates Inc.Investment ActivityBraun-Bostich & Associates Inc. has $146.48 million in total holdings as of June 30, 2025.Braun-Bostich & Associates Inc. owns shares of 118 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 9.10% of the portfolio was purchased this quarter.About 8.02% of the portfolio was sold this quarter.This quarter, Braun-Bostich & Associates Inc. has purchased 111 new stocks and bought additional shares in 46 stocks.Braun-Bostich & Associates Inc. sold shares of 54 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares 20+ Year Treasury Bond ETF $9,217,007iShares MSCI USA Quality Factor ETF $7,057,766iShares U.S. Equity Factor Rotation Active ETF $6,806,465SPDR Portfolio S&P 500 Growth ETF $5,858,081iShares MSCI EAFE Value ETF $5,263,063 Largest New Holdings this Quarter 233051432 - Xtrackers USD High Yield Corporate Bond ETF $332,465 Holding46429B747 - iShares 0-5 Year TIPS Bond ETF $303,790 Holding78468R721 - SPDR Nuveen ICE Municipal Bond ETF $262,794 Holding90353T100 - Uber Technologies $251,723 HoldingG8994E103 - Trane Technologies $243,637 Holding Largest Purchases this Quarter iShares Core MSCI Emerging Markets ETF 41,887 shares (about $2.51M)iShares 20+ Year Treasury Bond ETF 22,089 shares (about $1.95M)iShares MSCI EAFE Value ETF 23,658 shares (about $1.50M)Technology Select Sector SPDR Fund 4,237 shares (about $1.07M)iShares S&P 100 ETF 3,280 shares (about $998.27K) Largest Sales this Quarter Vanguard S&P 500 ETF 6,139 shares (about $3.49M)iShares MSCI Emerging Markets ex China ETF 37,509 shares (about $2.37M)SPDR Portfolio S&P 500 Growth ETF 6,837 shares (about $651.70K)iShares Broad USD High Yield Corporate Bond ETF 9,543 shares (about $357.96K)iShares Core Total USD Bond Market ETF 7,350 shares (about $339.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBraun-Bostich & Associates Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTLTiShares 20+ Year Treasury Bond ETF$9,217,007$1,949,354 ▲26.8%104,4426.3%ETFQUALiShares MSCI USA Quality Factor ETF$7,057,766$183,917 ▲2.7%38,6054.8%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$6,806,465$8,332 ▼-0.1%124,9814.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$5,858,081$651,703 ▼-10.0%61,4574.0%ETFEFViShares MSCI EAFE Value ETF$5,263,063$1,501,810 ▲39.9%82,9093.6%ETFVOOVanguard S&P 500 ETF$5,215,841$3,487,263 ▼-40.1%9,1823.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,952,149$680,211 ▲15.9%94,6153.4%ETFBNDXVanguard Total International Bond ETF$4,904,065$401,081 ▲8.9%99,0523.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,477,514$33,500 ▲0.8%53,9983.1%ETFBINCiShares Flexible Income Active ETF$4,207,226$134,689 ▲3.3%79,6222.9%ETFRDVYFirst Trust Rising Dividend Achievers ETF$3,875,889$75,664 ▲2.0%61,7772.6%ManufacturingLMBSFirst Trust Low Duration Opportunities ETF$3,504,061$38,768 ▼-1.1%71,1342.4%ManufacturingXLKTechnology Select Sector SPDR Fund$3,444,181$1,072,935 ▲45.2%13,6012.4%ETFMSFTMicrosoft$3,226,201$32,829 ▼-1.0%6,4862.2%Computer and TechnologyNVRNVR$2,850,8650.0%3861.9%ConstructionIEMGiShares Core MSCI Emerging Markets ETF$2,757,238$2,514,477 ▲1,035.8%45,9311.9%ETFBTHMBlackRock Future U.S. Themes ETF$2,598,158$24,835 ▼-0.9%73,0231.8%ETFEFGiShares MSCI EAFE Growth ETF$2,492,000$78,176 ▼-3.0%22,2501.7%ETFMBBiShares MBS ETF$2,283,123$52,485 ▲2.4%24,3171.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,211,372$15,105 ▼-0.7%27,8161.5%ETFTLHiShares 10-20 Year Treasury Bond ETF$2,184,400$15,951 ▲0.7%21,5001.5%ETFIAUiShares Gold Trust$2,004,001$104,515 ▼-5.0%32,1361.4%FinanceSCHCSchwab International Small-Cap Equity ETF$2,000,325$232,158 ▲13.1%46,9671.4%ETFOEFiShares S&P 100 ETF$1,958,492$998,268 ▲104.0%6,4351.3%ETFAVGOBroadcom$1,853,471$58,162 ▼-3.0%6,7241.3%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,811,184$60,573 ▼-3.2%19,5551.2%ETFSCHPSchwab U.S. TIPS ETF$1,664,565$39,566 ▲2.4%62,3901.1%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,574,577$31,242 ▲2.0%6,5521.1%ETFVWOVanguard FTSE Emerging Markets ETF$1,556,061$234,243 ▼-13.1%31,4611.1%ETFSCHHSchwab U.S. REIT ETF$1,494,531$80,556 ▼-5.1%70,6301.0%ETFAAPLApple$1,406,440$29,134 ▲2.1%6,8551.0%Computer and TechnologyNVDANVIDIA$1,366,614$38,234 ▼-2.7%8,6500.9%Computer and TechnologyUSHYiShares Broad USD High Yield Corporate Bond ETF$1,299,309$357,958 ▼-21.6%34,6390.9%ETFAMZNAmazon.com$1,290,233$44,975 ▲3.6%5,8810.9%Retail/WholesaleVGITVanguard Intermediate-Term Treasury ETF$1,245,364$16,448 ▼-1.3%20,8220.9%ETFJNJJohnson & Johnson$1,157,692$10,845 ▲0.9%7,5790.8%MedicalXOMExxon Mobil$935,165$28,244 ▲3.1%8,6750.6%EnergyTSLATesla$823,057$10,165 ▼-1.2%2,5910.6%Auto/Tires/TrucksWMTWalmart$818,908$1,369 ▼-0.2%8,3750.6%Retail/WholesaleVONGVanguard Russell 1000 Growth ETF$816,4880.0%7,4770.6%ETFJPMJPMorgan Chase & Co.$798,992$32,760 ▼-3.9%2,7560.5%FinanceIEViShares Europe ETF$795,116$68,120 ▼-7.9%12,5710.5%ETFIVLUiShares MSCI Intl Value Factor ETF$784,492$4,341 ▲0.6%23,8520.5%ETFIUSBiShares Core Total USD Bond Market ETF$748,834$339,791 ▼-31.2%16,1980.5%ManufacturingGOOGLAlphabet$741,047$96,750 ▲15.0%4,2050.5%Computer and TechnologyVONVVanguard Russell 1000 Value ETF$731,272$178,259 ▼-19.6%8,5820.5%ETFVGSHVanguard Short-Term Treasury ETF$727,696$25,981 ▲3.7%12,3800.5%ETFBRK.BBerkshire Hathaway$705,824$50,034 ▼-6.6%1,4530.5%FinanceSPYSPDR S&P 500 ETF Trust$700,642$27,185 ▲4.0%1,1340.5%FinanceVVVanguard Large-Cap ETF$673,3080.0%2,3600.5%ETFHDHome Depot$590,107$2,566 ▼-0.4%1,6100.4%Retail/WholesaleNFLXNetflix$586,539$120,522 ▼-17.0%4380.4%Consumer DiscretionaryMETAMeta Platforms$579,401$58,309 ▼-9.1%7850.4%Computer and TechnologyPGProcter & Gamble$570,366$26,447 ▲4.9%3,5800.4%Consumer StaplesVMBSVanguard Mortgage-Backed Securities ETF$546,997$13,995 ▼-2.5%11,8040.4%ETFVTWOVanguard Russell 2000 ETF$515,732$19,537 ▲3.9%5,9130.4%ETFCATCaterpillar$514,378$24,069 ▲4.9%1,3250.4%IndustrialsQQQInvesco QQQ$499,234$552 ▲0.1%9050.3%FinanceVEAVanguard FTSE Developed Markets ETF$494,277$262,417 ▼-34.7%8,6700.3%ETFMAMastercard$468,096$40,460 ▼-8.0%8330.3%Business ServicesSCZiShares MSCI EAFE Small-Cap ETF$457,521$322,263 ▼-41.3%6,2950.3%ETFVVisa$449,138$15,267 ▼-3.3%1,2650.3%Business ServicesMCDMcDonald's$429,198$16,654 ▲4.0%1,4690.3%Retail/WholesaleVUGVanguard Growth ETF$425,2480.0%9700.3%ETFCOSTCostco Wholesale$424,684$12,869 ▲3.1%4290.3%Retail/WholesaleLAM RESEARCH CORP$421,580$681 ▼-0.2%4,3310.3%COM NEWLLYEli Lilly and Company$410,812$10,134 ▲2.5%5270.3%MedicalLCTUBlackRock U.S. Carbon Transition Readiness ETF$409,485$673 ▲0.2%6,0870.3%ETFICVTiShares Convertible Bond ETF$390,944$104,696 ▼-21.1%4,3390.3%ETFMUBiShares National Muni Bond ETF$389,606$160,063 ▲69.7%3,7290.3%ETFPEPPepsiCo$371,164$23,503 ▲6.8%2,8110.3%Consumer StaplesCSCOCisco Systems$365,216$24,560 ▼-6.3%5,2640.2%Computer and TechnologyIBMInternational Business Machines$357,273$67,210 ▲23.2%1,2120.2%Computer and TechnologySUSCiShares ESG Aware USD Corporate Bond ETF$352,283$22,092 ▲6.7%15,1650.2%ManufacturingEEMiShares MSCI Emerging Markets ETF$349,113$94,165 ▼-21.2%7,2370.2%FinanceSAPSAP$346,978$21,591 ▼-5.9%1,1410.2%Computer and TechnologyHYLBXtrackers USD High Yield Corporate Bond ETF$332,465$332,465 ▲New Holding9,0050.2%ETFTJXTJX Companies$331,200$26,797 ▲8.8%2,6820.2%Retail/WholesaleAMATApplied Materials$329,160$2,380 ▲0.7%1,7980.2%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$328,692$10,364 ▼-3.1%6,9140.2%ETFBLACKROCK INC$327,366$40,921 ▼-11.1%3120.2%COMUBSIUnited Bankshares$323,098$2,186 ▼-0.7%8,8690.2%FinanceGOOGAlphabet$322,3180.0%1,8170.2%Computer and TechnologyMMM3M$315,289$1,827 ▼-0.6%2,0710.2%Multi-Sector ConglomeratesKOCocaCola$308,187$3,396 ▲1.1%4,3560.2%Consumer StaplesSTIPiShares 0-5 Year TIPS Bond ETF$303,790$303,790 ▲New Holding2,9520.2%ETFUSXFiShares ESG Advanced MSCI USA ETF$284,858$60,617 ▼-17.5%5,2820.2%ManufacturingSHELShell$278,472$2,957 ▼-1.1%3,9550.2%EnergyNVSNovartis$276,387$484 ▲0.2%2,2840.2%MedicalDSIiShares ESG MSCI KLD 400 ETF$271,350$6,737 ▼-2.4%2,3360.2%ETFABBVAbbVie$267,664$186 ▼-0.1%1,4420.2%MedicalPHParker-Hannifin$267,514$1,397 ▲0.5%3830.2%IndustrialsINTUIntuit$267,007$1,575 ▼-0.6%3390.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$263,574$9,226 ▲3.6%2,6570.2%FinanceTFISPDR Nuveen ICE Municipal Bond ETF$262,794$262,794 ▲New Holding5,8830.2%FinanceMMCMarsh & McLennan Companies$261,056$19,022 ▼-6.8%1,1940.2%FinanceQCOMQUALCOMM$257,523$1,115 ▼-0.4%1,6170.2%Computer and TechnologyUBERUber Technologies$251,723$251,723 ▲New Holding2,6980.2%Computer and TechnologyIVViShares Core S&P 500 ETF$246,4970.0%3970.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$245,236$2,368,321 ▼-90.6%3,8840.2%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
