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Size ($ in 1000's)
At 03/31/2024: $119,447 At 12/31/2023: $110,730
Braun Bostich & Associates Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Braun Bostich & Associates Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Braun Bostich & Associates Inc. top holdings by largest position size, as per the latest 13f filing made by Braun Bostich & Associates Inc..
In the Braun Bostich & Associates Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Braun Bostich & Associates Inc. in that top holding, then the share count change between reporting periods, and finally the Braun Bostich & Associates Inc. top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
VANGUARD INDEX FDS (VOO) |
28,113 |
+14,492 |
$13,514 | VOO | 28,113 | +14,492 | $13,514 | ISHARES TR (IUSB) |
113,354 |
+3,999 |
$5,168 | IUSB | 113,354 | +3,999 | $5,168 | ISHARES TR (TLT) |
44,064 |
+44,064 |
$4,169 | TLT | 44,064 | +44,064 | $4,169 | MICROSOFT CORP |
9,031 |
-860 |
$3,800 | MSFT | 9,031 | -860 | $3,800 | NVR INC |
416 |
-77 |
$3,370 | NVR | 416 | -77 | $3,370 | VANGUARD TAX MANAGED FDS (VEA) |
65,421 |
-54,175 |
$3,282 | VEA | 65,421 | -54,175 | $3,282 | ISHARES TR (ICSH) |
56,776 |
-61,018 |
$2,871 | ICSH | 56,776 | -61,018 | $2,871 | BLACKROCK ETF TRUST (DYNF) |
62,781 |
+62,781 |
$2,787 | DYNF | 62,781 | +62,781 | $2,787 | ISHARES TR (QUAL) |
16,539 |
+16,539 |
$2,718 | QUAL | 16,539 | +16,539 | $2,718 | VANGUARD SCOTTSDALE FDS (VONV) |
34,550 |
-19,704 |
$2,717 | VONV | 34,550 | -19,704 | $2,717 | VANGUARD CHARLOTTE FDS (BNDX) |
42,825 |
+15,217 |
$2,107 | BNDX | 42,825 | +15,217 | $2,107 | INVESCO EXCHANGE TRADED FD T (RSP) |
11,215 |
-13,776 |
$1,899 | RSP | 11,215 | -13,776 | $1,899 | VANGUARD SCOTTSDALE FDS (VMBS) |
40,697 |
+40,697 |
$1,856 | VMBS | 40,697 | +40,697 | $1,856 | SPDR SER TR (SPYG) |
24,742 |
+24,742 |
$1,810 | SPYG | 24,742 | +24,742 | $1,810 | INVESCO QQQ TR |
4,058 |
-1,098 |
$1,802 | QQQ | 4,058 | -1,098 | $1,802 | VANGUARD SCOTTSDALE FDS (VCIT) |
22,021 |
+11,118 |
$1,773 | VCIT | 22,021 | +11,118 | $1,773 | SPDR SER TR (SPYV) |
32,241 |
+11,081 |
$1,615 | SPYV | 32,241 | +11,081 | $1,615 | SPDR SER TR (SPSM) |
35,929 |
-50,095 |
$1,546 | SPSM | 35,929 | -50,095 | $1,546 | BLACKROCK ETF TRUST II (BINC) |
28,588 |
+28,588 |
$1,500 | BINC | 28,588 | +28,588 | $1,500 | SPDR SER TR (TFI) |
32,263 |
-2,325 |
$1,500 | TFI | 32,263 | -2,325 | $1,500 | APPLE INC |
8,412 |
+291 |
$1,442 | AAPL | 8,412 | +291 | $1,442 | FIRST TR EXCHANGE TRADED FD (FTCS) |
15,836 |
-5,323 |
$1,356 | FTCS | 15,836 | -5,323 | $1,356 | NVIDIA CORPORATION |
1,462 |
-448 |
$1,321 | NVDA | 1,462 | -448 | $1,321 | ISHARES TR (MBB) |
14,001 |
+4,974 |
$1,294 | MBB | 14,001 | +4,974 | $1,294 | AMAZON COM INC |
6,947 |
-1,505 |
$1,253 | AMZN | 6,947 | -1,505 | $1,253 | VANGUARD INTL EQUITY INDEX F (VEU) |
21,273 |
-7,393 |
$1,248 | VEU | 21,273 | -7,393 | $1,248 | ISHARES TR (EFV) |
22,318 |
+22,318 |
$1,214 | EFV | 22,318 | +22,318 | $1,214 | SELECT SECTOR SPDR TR (XLK) |
5,668 |
+5,668 |
$1,180 | XLK | 5,668 | +5,668 | $1,180 | ISHARES TR (IVV) |
2,208 |
-620 |
$1,161 | IVV | 2,208 | -620 | $1,161 | SCHWAB STRATEGIC TR |
31,472 |
+10,539 |
$1,127 | SCHC | 31,472 | +10,539 | $1,127 | JOHNSON & JOHNSON |
6,664 |
+317 |
$1,054 | JNJ | 6,664 | +317 | $1,054 | BROADCOM INC |
779 |
-60 |
$1,032 | AVGO | 779 | -60 | $1,032 | FIRST TR EXCHNG TRADED FD VI (UCON) |
41,103 |
-17,316 |
$1,011 | UCON | 41,103 | -17,316 | $1,011 | VANGUARD INTL EQUITY INDEX F (VWO) |
24,121 |
+5,383 |
$1,008 | VWO | 24,121 | +5,383 | $1,008 | EXXON MOBIL CORP |
8,488 |
-154 |
$987 | XOM | 8,488 | -154 | $987 | SCHWAB STRATEGIC TR |
47,137 |
+15,877 |
$957 | SCHH | 47,137 | +15,877 | $957 | VANGUARD SCOTTSDALE FDS (VCSH) |
12,365 |
-2,492 |
$956 | VCSH | 12,365 | -2,492 | $956 | VANGUARD SCOTTSDALE FDS (VGIT) |
16,095 |
+2,237 |
$942 | VGIT | 16,095 | +2,237 | $942 | ISHARES TR (EMB) |
10,361 |
+3,296 |
$929 | EMB | 10,361 | +3,296 | $929 | FIRST TR VALUE LINE DIVID IN (FVD) |
21,707 |
-7,825 |
$917 | FVD | 21,707 | -7,825 | $917 | FIRST TR EXCHANGE TRADED FD (RDVY) |
15,606 |
-5,936 |
$877 | RDVY | 15,606 | -5,936 | $877 | FIRST TR EXCHANGE TRADED ALP (FNY) |
11,440 |
-3,494 |
$865 | FNY | 11,440 | -3,494 | $865 | ISHARES INC (EMXC) |
14,928 |
+14,928 |
$859 | EMXC | 14,928 | +14,928 | $859 | ISHARES TR (EFG) |
8,112 |
+8,112 |
$842 | EFG | 8,112 | +8,112 | $842 | ABRDN ETFS (BCI) |
41,984 |
-3,317 |
$830 | BCI | 41,984 | -3,317 | $830 | HOME DEPOT INC |
2,034 |
-136 |
$780 | HD | 2,034 | -136 | $780 | SCHWAB STRATEGIC TR |
14,916 |
+5,996 |
$778 | SCHP | 14,916 | +5,996 | $778 | SPDR S&P 500 ETF TR (SPY) |
1,449 |
+176 |
$758 | SPY | 1,449 | +176 | $758 | ISHARES TR (SUSB) |
30,214 |
-3,746 |
$740 | SUSB | 30,214 | -3,746 | $740 | ISHARES TR (USHY) |
19,570 |
+8,406 |
$716 | USHY | 19,570 | +8,406 | $716 |
See Full List: All Stocks Held By Braun Bostich & Associates Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Braun Bostich & Associates Inc.
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