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CIK: 0001740842
Total reported value
$179.1M
$179.1M
123 檔
20.8%
The Q3 2025 SEC filing reveals that Braun-Bostich & Associates Inc. held a total portfolio value of $179.1M, covering 123 public equity positions.
In Q3 2025, Braun-Bostich & Associates Inc. displayed an active expansion posture, initiating 16 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 6.19% | -0.21% | +5.19% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.22% | +0.07% | +11.92% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.63% | -1.94% | -2.09% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.94% | +0.14% | -2.51% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.52% | -1.16% | +6.80% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.40% | -1.56% | -4.00% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.24% | -0.84% | +69.99% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.20% | -0.35% | +3.72% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.96% | -0.24% | +3.33% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.91% | -0.01% | +115.90% | |
| 11 | RDVY | First Trust Rising Dividend | ETF-Other | 2.76% | +0.20% | +5.45% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.68% | +4.24% | -24.42% | |
| 13 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.30% | +0.01% | +2.93% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | -0.14% | -0.42% | |
| 15 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.08% | -0.25% | -22.17% | |
| 16 | NVR | Nvr Inc | Stock-Consumer Disc | 1.94% | -0.12% | -0.52% | |
| 17 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.89% | -0.37% | +8.43% | |
| 18 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.74% | +0.23% | — | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 1.52% | -0.15% | +4.15% | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 1.48% | -0.19% | +0.19% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.46% | -0.13% | +4.52% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.36% | -0.14% | -2.94% | |
| 23 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.34% | -0.10% | -3.79% | |
| 24 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.30% | -0.13% | -3.20% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.19% | -0.09% | +1.71% | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.14% | -0.05% | +7.36% | |
| 27 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.10% | -0.12% | +3.91% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.06% | +0.18% | -3.76% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.04% | -0.04% | -2.70% | |
| 30 | SCHH | Schwab US Reit ETF | ETF-Other | 1.00% | -0.06% | +4.63% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.02% | -4.72% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.10% | -0.03% | |
| 33 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.86% | -0.09% | +4.23% | |
| 34 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.85% | -0.29% | — | |
| 35 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.82% | -0.06% | +4.22% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | -0.07% | -7.01% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | — | -3.55% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.06% | -0.50% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.28% | +2.86% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.57% | +0.02% | — | |
| 41 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.56% | -0.17% | EXIT | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.13% | +2.02% | |
| 43 | IVLU | Ishares Msci International V | ETF-Other | 0.53% | -0.05% | -0.39% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | +0.05% | -4.68% | |
| 45 | IEV | Ishares Europe ETF | ETF-Other | 0.49% | -0.02% | -4.89% | |
| 46 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.49% | — | +0.43% | |
| 47 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.48% | -0.05% | +4.27% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | +0.01% | -2.12% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-Other | 0.46% | +0.01% | — | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.04% | +1.80% |
According to official SEC Form 13F filings, Braun-Bostich & Associates Inc. reported a total U.S. public equity portfolio value of $179.1M across 123 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including TLT, DYNF, QUAL) accounted for 20.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
BAI
市值: $2.8M
Top Position Liquidated / Trimmed
EMXC
前期市值: $2.3M
During Q3 2025, Braun-Bostich & Associates Inc.'s top holdings by market value included TLT (6.2%)、DYNF (5.2%)、QUAL (4.6%). The largest single position, TLT, represented 6.2% of total portfolio value.
In Q3 2025, Braun-Bostich & Associates Inc. made 50 total portfolio adjustments, initiating 16 new buys, adding to 16 positions, trimming 13 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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