Braun-Bostich & Associates Inc. Q4 2025 Filing

Filed January 14, 2026

Portfolio Value

$162.0M

Holdings

125

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (125 positions)

#StockSharesValue% PortfolioType
101
TFISPDR SERIES TRUST
5,567$254K0.16%
102
WFCWELLS FARGO CO NEW
2,687$250K0.15%
103
MMM3M CO
1,549$247K0.15%
104
BKBANK NEW YORK MELLON CORP
2,127$246K0.15%
105
USRTISHARES TR
4,301$244K0.15%
106
IVVISHARES TR
350$239K0.15%
107
SOSOUTHERN CO
2,708$236K0.15%
108
LOWLOWES COS INC
971$234K0.14%
109
GILDGILEAD SCIENCES INC
1,846$226K0.14%
110
USXFISHARES TR
3,931$226K0.14%
111
IGIBISHARES TR
4,129$222K0.14%
112
TTTRANE TECHNOLOGIES PLC
567$220K0.14%
113
CSXCSX CORP
6,094$220K0.14%
114
MRSHMARSH & MCLENNAN COS INC
1,180$218K0.13%
115
HBC2HSBC HLDGS PLC
2,749$216K0.13%
116
UBERUBER TECHNOLOGIES INC
2,645$216K0.13%
117
BACBANK AMERICA CORP
3,880$213K0.13%
118
INTUINTUIT
322$213K0.13%
119
SPGIS&P GLOBAL INC
404$211K0.13%
120
PEGPUBLIC SVC ENTERPRISE GRP IN
2,605$209K0.13%
121
SPIBSPDR SERIES TRUST
6,122$206K0.13%
122
BUDANHEUSER BUSCH INBEV SA/NV
3,226$206K0.13%
123
BSVVANGUARD BD INDEX FDS
2,604$205K0.13%
124
AZNASTRAZENECA PLC
2,191$201K0.12%
125
ACNACCENTURE PLC IRELAND
749$200K0.12%
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