Braun-Bostich & Associates Inc. Q1 2025 Filing
Filed April 15, 2025
Portfolio Value
$135.1M
Holdings
111
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (111 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $7.9M |
TLTISHARES TR | $7.5M |
QUALISHARES TR | $6.4M |
DYNFBLACKROCK ETF TRUST | $6.1M |
SPYGSPDR SER TR | $5.5M |
BNDXVANGUARD CHARLOTTE FDS | $4.4M |
VCITVANGUARD SCOTTSDALE FDS | $4.4M |
SPYVSPDR SER TR | $4.2M |
BINCBLACKROCK ETF TRUST II | $4.0M |
RDVYFIRST TR EXCHANGE TRADED FD | $3.5M |
LMBSFIRST TR EXCHANGE-TRADED FD | $3.5M |
EFVISHARES TR | $3.5M |
NVRNVR INC | $2.8M |
MSFTMICROSOFT CORP | $2.5M |
THROBLACKROCK ETF TRUST | $2.3M |
EFGISHARES TR | $2.3M |
EMXCISHARES INC | $2.3M |
MBBISHARES TR | $2.2M |
TLHISHARES TR | $2.2M |
VCSHVANGUARD SCOTTSDALE FDS | $2.2M |
IAU*ISHARES GOLD TR | $2.0M |
XLKSELECT SECTOR SPDR TR | $1.9M |
EMBISHARES TR | $1.8M |
VWOVANGUARD INTL EQUITY INDEX F | $1.6M |
SCHPSCHWAB STRATEGIC TR | $1.6M |
USHYISHARES TR | $1.6M |
SCHHSCHWAB STRATEGIC TR | $1.6M |
AAPLAPPLE INC | $1.5M |
SCHCSCHWAB STRATEGIC TR | $1.5M |
MTUMISHARES TR | $1.3M |
VGITVANGUARD SCOTTSDALE FDS | $1.3M |
JNJJOHNSON & JOHNSON | $1.2M |
AVGOBROADCOM INC | $1.2M |
HEFAISHARES TR | $1.1M |
IUSBISHARES TR | $1.1M |
AMZNAMAZON COM INC | $1.1M |
XOMEXXON MOBIL CORP | $1.0M |
NVDANVIDIA CORPORATION | $964K |
VONVVANGUARD SCOTTSDALE FDS | $881K |
OEFISHARES TR | $854K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $829K |
IEVISHARES TR | $794K |
WMTWALMART INC | $736K |
IVLUISHARES TR | $719K |
JPMJPMORGAN CHASE & CO. | $704K |
VGSHVANGUARD SCOTTSDALE FDS | $701K |
VONGVANGUARD SCOTTSDALE FDS | $694K |
SCZISHARES TR | $682K |
TSLATESLA INC | $680K |
VEAVANGUARD TAX-MANAGED FDS | $675K |
SPYSPDR S&P 500 ETF TR | $610K |
VVVANGUARD INDEX FDS | $607K |
HDHOME DEPOT INC | $592K |
PGPROCTER AND GAMBLE CO | $582K |
GOOGLALPHABET INC | $565K |
VMBSVANGUARD SCOTTSDALE FDS | $561K |
VTEBVANGUARD MUN BD FDS | $525K |
METAMETA PLATFORMS INC | $498K |
MAMASTERCARD INCORPORATED | $496K |
NFLXNETFLIX INC | $492K |
ICVTISHARES TR | $460K |
VTWOVANGUARD SCOTTSDALE FDS | $459K |
VVISA INC | $458K |
MCDMCDONALDS CORP | $441K |
UNHUNITEDHEALTH GROUP INC | $426K |
LLYELI LILLY & CO | $425K |
NDQINVESCO QQQ TR | $424K |
CATCATERPILLAR INC | $417K |
EEMISHARES TR | $402K |
PEPPEPSICO INC | $395K |
COSTCOSTCO WHSL CORP NEW | $393K |
LCTUBLACKROCK ETF TRUST | $368K |
VUGVANGUARD INDEX FDS | $360K |
CSCOCISCO SYS INC | $347K |
EAGGISHARES TR | $339K |
BLKBLACKROCK INC | $332K |
SUSCISHARES TR | $328K |
SAPSAP SE | $325K |
LRCXLAM RESEARCH CORP | $315K |
MRSHMARSH & MCLENNAN COS INC | $313K |
UBSIUNITED BANKSHARES INC WEST V | $310K |
KOCOCA COLA CO | $309K |
MMM3M CO | $306K |
ABBVABBVIE INC | $302K |
TJXTJX COS INC NEW | $300K |
USXFISHARES TR | $299K |
SHELSHELL PLC | $293K |
GOOGALPHABET INC | $284K |
MRKMERCK & CO INC | $259K |
AMATAPPLIED MATLS INC | $259K |
NVSNNOVARTIS AG | $254K |
AGGISHARES TR | $254K |
SPGIS&P GLOBAL INC | $249K |
QCOMQUALCOMM INC | $249K |
WFCWELLS FARGO CO NEW | $247K |
DSIISHARES TR | $245K |
IBMINTERNATIONAL BUSINESS MACHS | $245K |
IGIBISHARES TR | $234K |
MUBISHARES TR | $232K |
PHPARKER-HANNIFIN CORP | $232K |
Page 1 of 2Next