Braun-Bostich & Associates

Latest statistics and disclosures from Braun-Bostich & Associates's latest quarterly 13F-HR filing:

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Positions held by Braun-Bostich & Associates consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Braun-Bostich & Associates

Companies in the Braun-Bostich & Associates portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 4.3 $2.0M NEW 40k 49.59
NVR (NVR) 4.3 $2.0M NEW 445.00 4467.42
Ishares Tr Barclays 7 10 Yr (IEF) 4.2 $1.9M NEW 18k 107.49
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.0 $1.9M -83% 5.1k 362.48
Ishares Tr Core Msci Eafe (IEFA) 4.0 $1.8M NEW 27k 69.49
Invesco Actively Managed Etf Total Return (GTO) 3.9 $1.8M NEW 34k 52.44
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.6 $1.7M NEW 14k 120.93
Ishares Tr Short Treas Bd (SHV) 3.1 $1.4M NEW 13k 110.27
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 3.0 $1.4M NEW 55k 25.53
First Tr Exchange-traded Cap Strength Etf (FTCS) 2.9 $1.3M NEW 17k 78.20
Ishares Tr Core S&p500 Etf (IVV) 2.9 $1.3M +59% 3.0k 453.56
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.8 $1.3M NEW 23k 57.60
First Tr Exchange-traded Risng Divd Achiv (RDVY) 2.7 $1.3M -95% 26k 49.02
Microsoft Corporation (MSFT) 2.7 $1.2M -86% 4.0k 308.19

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Vanguard Bd Index Fds Short Trm Bond (BSV) 2.4 $1.1M NEW 14k 77.91
Ark Etf Tr Innovation Etf (ARKK) 2.4 $1.1M NEW 17k 66.30
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.4 $1.1M NEW 22k 48.93
Ishares Tr Esg Awre 1 5 Yr (SUSB) 2.3 $1.1M NEW 43k 24.62
First Tr Value Line Divid In SHS (FVD) 2.3 $1.1M NEW 25k 42.29
Apple (AAPL) 2.2 $1.0M -78% 5.9k 174.63
Ishares Tr Russell 2000 Etf (IWM) 1.5 $681k NEW 3.3k 205.31
Ishares Tr Intl Sel Div Etf (IDV) 1.4 $657k NEW 21k 31.77
Johnson & Johnson (JNJ) 1.4 $642k +168% 3.6k 177.10
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.3 $612k NEW 7.3k 83.38
Costco Wholesale Corporation (COST) 1.2 $579k -15% 1.0k 575.55
First Tr Exchange Traded Intl Equity Opp (FPXI) 1.2 $559k NEW 12k 48.79
Accenture Plc Ireland Shs Class A (ACN) 1.2 $551k -85% 1.6k 337.21
Exxon Mobil Corporation (XOM) 1.2 $547k NEW 6.6k 82.64
Vanguard Index Fds Large Cap Etf (VV) 1.1 $506k NEW 2.4k 208.66
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.1 $493k NEW 9.4k 52.45
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.0 $475k NEW 5.8k 82.24
Amazon (AMZN) 1.0 $456k -92% 140.00 3257.14
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.0 $450k NEW 8.9k 50.30
United Parcel Service CL B (UPS) 0.9 $431k -63% 2.0k 214.21
Home Depot (HD) 0.9 $430k -90% 1.4k 299.23
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.8 $394k NEW 3.9k 100.20
Tesla Motors (TSLA) 0.8 $381k NEW 354.00 1076.27
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $367k NEW 4.3k 86.15
Northrop Grumman Corporation (NOC) 0.8 $363k NEW 811.00 447.60
Broadcom (AVGO) 0.8 $351k NEW 557.00 630.16
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $343k NEW 7.4k 46.16
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.7 $335k NEW 12k 28.69
Pepsi (PEP) 0.7 $326k NEW 1.9k 167.44
Vanguard Index Fds Growth Etf (VUG) 0.7 $320k NEW 1.1k 287.25
O'reilly Automotive (ORLY) 0.7 $314k NEW 458.00 685.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $313k -85% 692.00 452.31
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.7 $308k NEW 4.9k 62.83
Lowe's Companies (LOW) 0.7 $303k NEW 1.5k 202.13
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.6 $297k NEW 7.8k 37.96
UnitedHealth (UNH) 0.6 $295k NEW 578.00 510.38
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.6 $295k NEW 10k 28.47
3M Company (MMM) 0.6 $294k NEW 2.0k 148.79
Dollar General (DG) 0.6 $287k NEW 1.3k 222.65
Lockheed Martin Corporation (LMT) 0.6 $280k NEW 634.00 441.64
Hershey Company (HSY) 0.6 $279k NEW 1.3k 216.61
Alphabet Cap Stk Cl C (GOOG) 0.6 $277k NEW 99.00 2797.98
Lam Research Corporation (LRCX) 0.6 $273k +18% 508.00 537.40
Avery Dennison Corporation (AVY) 0.6 $263k NEW 1.5k 174.06
W.W. Grainger (GWW) 0.6 $258k NEW 500.00 516.00
Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $255k NEW 10k 24.94
Sherwin-Williams Company (SHW) 0.5 $240k NEW 963.00 249.22
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $239k NEW 2.4k 97.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $234k -27% 664.00 352.41
Ishares Tr Mbs Etf (MBB) 0.5 $221k NEW 2.2k 102.03
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $217k NEW 2.2k 100.46
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $201k NEW 2.6k 78.18
Edwards Lifesciences (EW) 0.4 $201k NEW 1.7k 117.75
Mastercard Incorporated Cl A (MA) 0.4 $200k -93% 561.00 356.51

Past Filings by Braun-Bostich & Associates

SEC 13F filings are viewable for Braun-Bostich & Associates going back to 2018

View all past filings