Braun-Bostich & Associates Inc. Top Holdings and 13F Report (2025) About Braun-Bostich & Associates Inc.Investment ActivityBraun-Bostich & Associates Inc. has $135.14 million in total holdings as of March 31, 2025.Braun-Bostich & Associates Inc. owns shares of 111 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 8.95% of the portfolio was purchased this quarter.About 9.93% of the portfolio was sold this quarter.This quarter, Braun-Bostich & Associates Inc. has purchased 108 new stocks and bought additional shares in 49 stocks.Braun-Bostich & Associates Inc. sold shares of 49 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $7,873,786iShares 20+ Year Treasury Bond ETF $7,496,594iShares MSCI USA Quality Factor ETF $6,425,293iShares U.S. Equity Factor Rotation Active ETF $6,101,534SPDR Portfolio S&P 500 Growth ETF $5,488,789 Largest New Holdings this Quarter 09290C806 - BlackRock Future U.S. Themes ETF $2,336,218 Holding46434V803 - iShares Currency Hedged MSCI EAFE ETF $1,101,039 Holding464287101 - iShares S&P 100 ETF $854,469 Holding464287861 - iShares Europe ETF $794,314 Holding464287234 - iShares MSCI Emerging Markets ETF $401,559 Holding Largest Purchases this Quarter BlackRock Future U.S. Themes ETF 73,721 shares (about $2.34M)SPDR Portfolio S&P 500 Value ETF 29,804 shares (about $1.52M)iShares 10-20 Year Treasury Bond ETF 12,916 shares (about $1.34M)iShares Currency Hedged MSCI EAFE ETF 30,340 shares (about $1.10M)iShares Gold Trust 15,285 shares (about $901.20K) Largest Sales this Quarter Vanguard S&P 500 ETF 9,742 shares (about $5.01M)iShares MSCI EAFE Growth ETF 14,928 shares (about $1.49M)iShares 20+ Year Treasury Bond ETF 13,502 shares (about $1.23M)First Trust Low Duration Opportunities ETF 12,336 shares (about $606.44K)iShares MSCI EAFE Value ETF 8,420 shares (about $496.27K) 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 PortfolioSectorVOOVanguard S&P 500 ETF$7,873,786$5,006,620 ▼-38.9%15,3215.8%ETFTLTiShares 20+ Year Treasury Bond ETF$7,496,594$1,229,087 ▼-14.1%82,3535.5%ETFQUALiShares MSCI USA Quality Factor ETF$6,425,293$305,210 ▲5.0%37,5994.8%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$6,101,534$43,055 ▼-0.7%125,1344.5%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$5,488,789$147,399 ▼-2.6%68,2944.1%ETFBNDXVanguard Total International Bond ETF$4,440,228$61,416 ▲1.4%90,9513.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,381,845$20,195 ▲0.5%53,5943.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,168,282$1,522,090 ▲57.5%81,6193.1%ETFBINCiShares Flexible Income Active ETF$4,037,084$167,826 ▲4.3%77,0733.0%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$3,545,826$40,685 ▼-1.1%60,5712.6%ManufacturingLMBSFirst Trust Low Duration Opportunities ETF$3,535,636$606,438 ▼-14.6%71,9212.6%ManufacturingEFViShares MSCI EAFE Value ETF$3,492,254$496,275 ▼-12.4%59,2512.6%ETFNVRNVR$2,796,335$173,865 ▼-5.9%3862.1%ConstructionMSFTMicrosoft$2,459,555$172,679 ▼-6.6%6,5521.8%Computer and TechnologyBTHMBlackRock Future U.S. Themes ETF$2,336,218$2,336,218 ▲New Holding73,7211.7%ETFEFGiShares MSCI EAFE Growth ETF$2,294,800$1,492,800 ▼-39.4%22,9481.7%ETFEMXCiShares MSCI Emerging Markets ex China ETF$2,280,340$95,967 ▼-4.0%41,3931.7%ManufacturingMBBiShares MBS ETF$2,228,025$222,821 ▼-9.1%23,7581.6%ETFTLHiShares 10-20 Year Treasury Bond ETF$2,214,336$1,340,035 ▲153.3%21,3431.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,210,794$32,050 ▼-1.4%28,0061.6%ETFIAUiShares Gold Trust$1,993,556$901,204 ▲82.5%33,8121.5%FinanceXLKTechnology Select Sector SPDR Fund$1,933,479$75,159 ▼-3.7%9,3641.4%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,830,733$19,930 ▲1.1%20,2091.4%ETFVWOVanguard FTSE Emerging Markets ETF$1,638,276$77,304 ▲5.0%36,1971.2%ETFSCHPSchwab U.S. TIPS ETF$1,637,789$64,267 ▼-3.8%60,9071.2%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$1,626,339$3,276 ▲0.2%44,1821.2%ETFSCHHSchwab U.S. REIT ETF$1,601,140$24,715 ▲1.6%74,4371.2%ETFAAPLApple$1,491,159$106,845 ▼-6.7%6,7131.1%Computer and TechnologySCHCSchwab International Small-Cap Equity ETF$1,489,594$99,567 ▼-6.3%41,5161.1%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,298,079$44,064 ▲3.5%6,4221.0%ETFVGITVanguard Intermediate-Term Treasury Index ETF$1,253,162$19,958 ▼-1.6%21,0970.9%ETFJNJJohnson & Johnson$1,245,127$4,146 ▲0.3%7,5080.9%MedicalAVGOBroadcom$1,161,127$21,431 ▼-1.8%6,9350.9%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$1,101,039$1,101,039 ▲New Holding30,3400.8%ETFIUSBiShares Core Total USD Bond Market ETF$1,085,092$423,706 ▼-28.1%23,5480.8%ManufacturingAMZNAmazon.com$1,079,916$15,982 ▲1.5%5,6760.8%Retail/WholesaleXOMExxon Mobil$1,000,558$16,769 ▲1.7%8,4130.7%EnergyNVDANVIDIA$963,715$20,701 ▼-2.1%8,8920.7%Computer and TechnologyVONVVanguard Russell 1000 Value$881,032$132,807 ▲17.7%10,6740.7%ETFOEFiShares S&P 100 ETF$854,469$854,469 ▲New Holding3,1550.6%ETFBRK.BBerkshire Hathaway$828,694$2,663 ▼-0.3%1,5560.6%FinanceIEViShares Europe ETF$794,314$794,314 ▲New Holding13,6480.6%ETFWMTWalmart$736,470$28,093 ▼-3.7%8,3890.5%Retail/WholesaleIVLUiShares MSCI Intl Value Factor ETF$718,953$350,353 ▲95.0%23,7200.5%ETFJPMJPMorgan Chase & Co.$703,766$491 ▼-0.1%2,8690.5%FinanceVGSHVanguard Short-Term Treasury Index ETF$700,641$6,397 ▼-0.9%11,9380.5%ETFVONGVanguard Russell 1000 Growth ETF$693,791$1,763 ▼-0.3%7,4770.5%ETFSCZiShares MSCI EAFE Small-Cap ETF$681,613$152,027 ▲28.7%10,7290.5%ETFTSLATesla$679,777$9,848 ▲1.5%2,6230.5%Auto/Tires/TrucksVEAVanguard FTSE Developed Markets ETF$674,667$492,086 ▼-42.2%13,2730.5%ETFSPYSPDR S&P 500 ETF Trust$609,735$33,004 ▲5.7%1,0900.5%FinanceVVVanguard Large-Cap ETF$606,591$4,370 ▲0.7%2,3600.4%ETFHDHome Depot$592,431$7,328 ▼-1.2%1,6170.4%Retail/WholesalePGProcter & Gamble$581,814$5,965 ▲1.0%3,4140.4%Consumer StaplesGOOGLAlphabet$565,364$11,598 ▲2.1%3,6560.4%Computer and TechnologyVMBSVanguard Mortgage-Backed Securities ETF$560,629$100,539 ▼-15.2%12,1060.4%ETFVTEBVanguard Tax-Exempt Bond ETF$525,277$162,307 ▼-23.6%10,5860.4%ETFMETAMeta Platforms$497,975$5,764 ▲1.2%8640.4%Computer and TechnologyMAMastercard$496,049$18,636 ▲3.9%9050.4%Business ServicesNFLXNetflix$492,376$13,055 ▲2.7%5280.4%Consumer DiscretionaryICVTiShares Convertible Bond ETF$459,939$14,297 ▼-3.0%5,5010.3%ETFVTWOVanguard Russell 2000 ETF$458,818$28,873 ▲6.7%5,6890.3%ETFVVisa$458,402$5,607 ▲1.2%1,3080.3%Business ServicesMCDMcDonald's$441,066$9,683 ▼-2.1%1,4120.3%Retail/WholesaleUNHUnitedHealth Group$425,809$18,331 ▼-4.1%8130.3%MedicalLLYEli Lilly and Company$424,518$4,955 ▲1.2%5140.3%MedicalQQQInvesco QQQ$423,904$13,599 ▲3.3%9040.3%FinanceCATCaterpillar$416,537$6,926 ▲1.7%1,2630.3%IndustrialsEEMiShares MSCI Emerging Markets ETF$401,559$401,559 ▲New Holding9,1890.3%FinancePEPPepsiCo$394,792$4,048 ▲1.0%2,6330.3%Consumer StaplesCOSTCostco Wholesale$393,444$6,620 ▲1.7%4160.3%Retail/WholesaleLCTUBlackRock U.S. Carbon Transition Readiness ETF$368,297$14,666 ▼-3.8%6,0770.3%ETFVUGVanguard Growth ETF$359,6950.0%9700.3%ETFCSCOCisco Systems$346,687$494 ▲0.1%5,6180.3%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$338,627$51,658 ▲18.0%7,1320.3%ETFBLACKROCK INC$332,214$1,893 ▼-0.6%3510.2%COMSUSCiShares ESG Aware USD Corporate Bond ETF$327,775$24,951 ▼-7.1%14,2140.2%ManufacturingSAPSAP$325,349$1,074 ▼-0.3%1,2120.2%Computer and TechnologyLAM RESEARCH CORP$315,373$6,180 ▲2.0%4,3380.2%COM NEWMMCMarsh & McLennan Companies$312,602$16,350 ▲5.5%1,2810.2%FinanceUBSIUnited Bankshares$309,568$243 ▲0.1%8,9290.2%FinanceKOCoca-Cola$308,539$11,388 ▲3.8%4,3080.2%Consumer StaplesMMM3M$305,909$1,762 ▼-0.6%2,0830.2%Multi-Sector ConglomeratesABBVAbbVie$302,337$11,105 ▼-3.5%1,4430.2%MedicalTJXTJX Companies$300,237$8,891 ▲3.1%2,4650.2%Retail/WholesaleUSXFiShares ESG Advanced MSCI USA ETF$298,968$20,488 ▲7.4%6,4060.2%ManufacturingSHELShell$292,900$22,131 ▲8.2%3,9970.2%EnergyGOOGAlphabet$283,8700.0%1,8170.2%Computer and TechnologyMRKMerck & Co., Inc.$259,047$539 ▲0.2%2,8860.2%MedicalAMATApplied Materials$259,039$16,253 ▼-5.9%1,7850.2%Computer and TechnologyNVSNovartis$254,174$6,577 ▲2.7%2,2800.2%MedicalAGGiShares Core U.S. Aggregate Bond ETF$253,631$3,067 ▲1.2%2,5640.2%FinanceSPGIS&P Global$249,477$22,356 ▲9.8%4910.2%Business ServicesQCOMQUALCOMM$249,463$3,072 ▼-1.2%1,6240.2%Computer and TechnologyWFCWells Fargo & Company$246,886$4,236 ▼-1.7%3,4390.2%FinanceDSIiShares ESG MSCI KLD 400 ETF$245,170$11,675 ▼-4.5%2,3940.2%ETFIBMInternational Business Machines$244,681$16,163 ▼-6.2%9840.2%Computer and TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$233,556$14,758 ▲6.7%4,4470.2%ManufacturingMUBiShares National Muni Bond ETF$231,652$231,652 ▲New Holding2,1970.2%ETFPHParker-Hannifin$231,591$608 ▼-0.3%3810.2%IndustrialsShowing 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. 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