Braun-Bostich & Associates Inc. Top Holdings and 13F Report (2025) About Braun-Bostich & Associates Inc.Investment ActivityBraun-Bostich & Associates Inc. has $138.76 million in total holdings as of December 31, 2024.Braun-Bostich & Associates Inc. owns shares of 108 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 5.17% of the portfolio was purchased this quarter.About 6.00% of the portfolio was sold this quarter.This quarter, Braun-Bostich & Associates Inc. has purchased 113 new stocks and bought additional shares in 36 stocks.Braun-Bostich & Associates Inc. sold shares of 60 stocks and completely divested from 13 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $13,504,374iShares 20+ Year Treasury Bond ETF $8,371,017iShares U.S. Equity Factor Rotation Active ETF $6,458,371iShares MSCI USA Quality Factor ETF $6,377,579SPDR Portfolio S&P 500 Growth ETF $6,164,251 Largest New Holdings this Quarter iShares MSCI USA Momentum Factor ETF $1,283,732 HoldingiShares Gold Trust $917,272 HoldingiShares High Yield Bond Factor ETF $471,181 HoldingBLACKROCK INC $361,864 HoldingLAM RESEARCH CORP $307,194 Holding Largest Purchases this Quarter iShares MSCI USA Momentum Factor ETF 6,204 shares (about $1.28M)iShares Gold Trust 18,527 shares (about $917.27K)Schwab U.S. TIPS ETF 29,586 shares (about $764.21K)iShares MSCI EAFE Growth ETF 5,021 shares (about $486.18K)iShares High Yield Bond Factor ETF 10,023 shares (about $471.18K) Largest Sales this Quarter iShares Core Total USD Bond Market ETF 29,949 shares (about $1.35M)iShares 20+ Year Treasury Bond ETF 7,397 shares (about $645.98K)SPDR Portfolio S&P 500 Growth ETF 3,074 shares (about $270.20K)iShares MBS ETF 2,649 shares (about $242.86K)iShares U.S. Equity Factor Rotation Active ETF 3,870 shares (about $198.34K) 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$13,504,374$103,453 ▲0.8%25,0639.7%ETFTLTiShares 20+ Year Treasury Bond ETF$8,371,017$645,980 ▼-7.2%95,8556.0%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$6,458,371$198,337 ▼-3.0%126,0174.7%ETFQUALiShares MSCI USA Quality Factor ETF$6,377,579$40,246 ▼-0.6%35,8134.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$6,164,251$270,205 ▼-4.2%70,1284.4%ETFBNDXVanguard Total International Bond ETF$4,399,442$42,036 ▲1.0%89,6933.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,282,164$76,337 ▲1.8%53,3473.1%ETFLMBSFirst Trust Low Duration Opportunities ETF$4,100,788$184,021 ▲4.7%84,2573.0%ManufacturingBINCiShares Flexible Income Active ETF$3,842,665$195,231 ▲5.4%73,8692.8%ETFEFGiShares MSCI EAFE Growth ETF$3,667,533$486,183 ▲15.3%37,8762.6%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$3,623,271$149,151 ▼-4.0%61,2662.6%ManufacturingEFViShares MSCI EAFE Value ETF$3,550,697$333,762 ▲10.4%67,6712.6%ETFNVRNVR$3,353,3490.0%4102.4%ConstructionMSFTMicrosoft$2,955,558$11,381 ▼-0.4%7,0122.1%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$2,649,819$41,321 ▲1.6%51,8151.9%ETFMBBiShares MBS ETF$2,395,965$242,860 ▼-9.2%26,1341.7%ETFEMXCiShares MSCI Emerging Markets ex China ETF$2,391,836$59,609 ▲2.6%43,1351.7%ManufacturingXLKTechnology Select Sector SPDR Fund$2,261,955$42,086 ▼-1.8%9,7281.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,216,420$25,743 ▲1.2%28,4121.6%ETFAAPLApple$1,801,521$501 ▼0.0%7,1941.3%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,779,821$26,267 ▲1.5%19,9891.3%ETFAVGOBroadcom$1,637,486$179,908 ▼-9.9%7,0631.2%Computer and TechnologySCHPSchwab U.S. TIPS ETF$1,634,962$764,207 ▲87.8%63,2971.2%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$1,622,181$11,589 ▲0.7%44,0931.2%ETFSCHHSchwab U.S. REIT ETF$1,543,445$12,594 ▲0.8%73,2881.1%ETFSCHCSchwab International Small-Cap Equity ETF$1,520,510$137,732 ▼-8.3%44,2911.1%ETFVWOVanguard FTSE Emerging Markets ETF$1,518,896$102,349 ▼-6.3%34,4891.1%ETFIUSBiShares Core Total USD Bond Market ETF$1,479,984$1,353,695 ▼-47.8%32,7431.1%ManufacturingMTUMiShares MSCI USA Momentum Factor ETF$1,283,732$1,283,732 ▲New Holding6,2040.9%ETFVGITVanguard Intermediate-Term Treasury Index ETF$1,243,114$23,780 ▲2.0%21,4330.9%ETFAMZNAmazon.com$1,226,829$7,679 ▲0.6%5,5920.9%Retail/WholesaleNVDANVIDIA$1,219,756$30,887 ▼-2.5%9,0830.9%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,097,660$24,866 ▲2.3%22,9540.8%ETFJNJJohnson & Johnson$1,082,191$42,518 ▼-3.8%7,4830.8%MedicalTSLATesla$1,043,926$94,499 ▼-8.3%2,5850.8%Auto/Tires/TrucksIAUiShares Gold Trust$917,272$917,272 ▲New Holding18,5270.7%FinanceXOMExxon Mobil$889,819$42,490 ▼-4.6%8,2720.6%Oils/EnergyTLHiShares 10-20 Year Treasury Bond ETF$838,824$81,623 ▲10.8%8,4270.6%ETFWMTWalmart$786,858$35,236 ▼-4.3%8,7090.6%Retail/WholesaleVONGVanguard Russell 1000 Growth ETF$774,337$1,963 ▲0.3%7,4960.6%ETFVONVVanguard Russell 1000 Value$736,531$1,219 ▼-0.2%9,0650.5%ETFBRK.BBerkshire Hathaway$707,570$23,117 ▼-3.2%1,5610.5%FinanceVGSHVanguard Short-Term Treasury Index ETF$700,894$5,178 ▲0.7%12,0470.5%ETFVTEBVanguard Tax-Exempt Bond ETF$694,651$5,464 ▼-0.8%13,8570.5%ETFJPMJPMorgan Chase & Co.$688,207$157,969 ▼-18.7%2,8710.5%FinanceGOOGLAlphabet$677,883$25,555 ▲3.9%3,5810.5%Computer and TechnologyVMBSVanguard Mortgage-Backed Securities ETF$647,319$222,393 ▲52.3%14,2770.5%ETFHDHome Depot$636,582$22,943 ▼-3.5%1,6370.5%Retail/WholesaleVVVanguard Large-Cap ETF$631,9070.0%2,3430.5%ETFSPYSPDR S&P 500 ETF Trust$604,248$28,132 ▲4.9%1,0310.4%FinancePGProcter & Gamble$566,489$17,100 ▲3.1%3,3790.4%Consumer StaplesSCZiShares MSCI EAFE Small-Cap ETF$506,412$69,134 ▲15.8%8,3360.4%ETFMETAMeta Platforms$500,026$81,386 ▼-14.0%8540.4%Computer and TechnologyICVTiShares Convertible Bond ETF$481,950$125,246 ▲35.1%5,6720.3%ETFVTWOVanguard Russell 2000 ETF$476,218$14,382 ▼-2.9%5,3310.3%ETFHYDBiShares High Yield Bond Factor ETF$471,181$471,181 ▲New Holding10,0230.3%ETFMAMastercard$458,642$2,106 ▲0.5%8710.3%Business ServicesNFLXNetflix$458,138$9,805 ▲2.2%5140.3%Consumer DiscretionaryCATCaterpillar$450,548$2,902 ▲0.6%1,2420.3%Industrial ProductsQQQInvesco QQQ$447,326$111,448 ▼-19.9%8750.3%FinanceUNHUnitedHealth Group$428,969$27,822 ▼-6.1%8480.3%MedicalMCDMcDonald's$418,311$4,348 ▼-1.0%1,4430.3%Retail/WholesaleVVisa$408,324$11,693 ▼-2.8%1,2920.3%Business ServicesLCTUBlackRock U.S. Carbon Transition Readiness ETF$404,732$13,194 ▼-3.2%6,3190.3%ETFVUGVanguard Growth ETF$398,127$10,261 ▼-2.5%9700.3%ETFPEPPepsiCo$396,268$26,154 ▼-6.2%2,6060.3%Consumer StaplesLLYEli Lilly and Company$392,176$30,880 ▼-7.3%5080.3%MedicalCOSTCostco Wholesale$374,754$20,158 ▼-5.1%4090.3%Retail/WholesaleBLACKROCK INC$361,864$361,864 ▲New Holding3530.3%COMSUSCiShares ESG Aware USD Corporate Bond ETF$347,525$5,362 ▼-1.5%15,2960.3%ManufacturingGOOGAlphabet$346,0290.0%1,8170.2%Computer and TechnologyUBSIUnited Bankshares$335,021$3,192 ▼-0.9%8,9220.2%FinanceCSCOCisco Systems$332,112$42,328 ▼-11.3%5,6100.2%Computer and TechnologyIVLUiShares MSCI Intl Value Factor ETF$329,685$105,512 ▲47.1%12,1610.2%ETFAMATApplied Materials$308,509$3,415 ▼-1.1%1,8970.2%Computer and TechnologyLAM RESEARCH CORP$307,194$307,194 ▲New Holding4,2530.2%COM NEWSAPSAP$299,391$10,341 ▼-3.3%1,2160.2%Computer and TechnologyUSXFiShares ESG Advanced MSCI USA ETF$296,679$18,496 ▲6.6%5,9670.2%ManufacturingTJXTJX Companies$288,978$8,698 ▼-2.9%2,3920.2%Retail/WholesaleMRKMerck & Co., Inc.$286,502$17,508 ▼-5.8%2,8800.2%MedicalEAGGiShares ESG Aware U.S. Aggregate Bond ETF$280,683$19,505 ▼-6.5%6,0440.2%ETFDSIiShares MSCI KLD 400 Social ETF$276,507$15,325 ▼-5.3%2,5080.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$271,811$90 ▲0.0%6,0510.2%ETFMMM3M$270,444$1,033 ▲0.4%2,0950.2%Multi-Sector ConglomeratesABBVAbbVie$265,839$31,097 ▼-10.5%1,4960.2%MedicalIVViShares Core S&P 500 ETF$261,963$13,540 ▼-4.9%4450.2%ETFKOCoca-Cola$258,317$6,849 ▲2.7%4,1490.2%Consumer StaplesMMCMarsh & McLennan Companies$257,866$36,959 ▼-12.5%1,2140.2%FinanceACNAccenture$256,103$29,902 ▼-10.5%7280.2%Computer and TechnologyQCOMQUALCOMM$252,551$20,585 ▼-7.5%1,6440.2%Computer and TechnologyWFCWells Fargo & Company$245,700$245,700 ▲New Holding3,4980.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$245,448$10,562 ▲4.5%2,5330.2%FinancePHParker-Hannifin$242,963$9,540 ▼-3.8%3820.2%Industrial ProductsINTUIntuit$234,431$15,713 ▼-6.3%3730.2%Computer and TechnologySHELShell$231,492$31,952 ▼-12.1%3,6950.2%Oils/EnergyIBMInternational Business Machines$230,602$11,651 ▼-4.8%1,0490.2%Computer and TechnologySPGIS&P Global$222,619$4,482 ▼-2.0%4470.2%Business ServicesADBEAdobe$222,340$39,577 ▼-15.1%5000.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$219,6430.0%3,5250.2%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$216,381$33,536 ▼-13.4%10,9560.2%ETFShowing 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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