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)

StockValue
TLTISHARES TR
$9.0M
DYNFBLACKROCK ETF TRUST
$8.5M
SPYVSPDR SERIES TRUST
$7.7M
SPYGSPDR SERIES TRUST
$6.3M
IEMGISHARES INC
$6.3M
QUALISHARES TR
$5.2M
BNDXVANGUARD CHARLOTTE FDS
$5.1M
EFVISHARES TR
$5.1M
OEFISHARES TR
$4.9M
VCITVANGUARD SCOTTSDALE FDS
$4.8M
RDVYFIRST TR EXCHANGE TRADED FD
$4.6M
VOOVANGUARD INDEX FDS
$4.0M
LMBSFIRST TR EXCHANGE-TRADED FD
$3.7M
MSFTMICROSOFT CORP
$3.1M
BINCBLACKROCK ETF TRUST II
$3.1M
THROBLACKROCK ETF TRUST
$3.1M
BAIBLACKROCK ETF TRUST
$2.9M
MTUMISHARES TR
$2.9M
NVRNVR INC
$2.8M
MBBISHARES TR
$2.5M
IAU*ISHARES GOLD TR
$2.4M
VCSHVANGUARD SCOTTSDALE FDS
$2.4M
AVGOBROADCOM INC
$2.2M
TLHISHARES TR
$2.1M
SCHCSCHWAB STRATEGIC TR
$2.0M
EMBISHARES TR
$1.9M
AAPLAPPLE INC
$1.8M
SCHPSCHWAB STRATEGIC TR
$1.8M
VWOVANGUARD INTL EQUITY INDEX F
$1.7M
SCHHSCHWAB STRATEGIC TR
$1.6M
NVDANVIDIA CORPORATION
$1.5M
JNJJOHNSON & JOHNSON
$1.4M
SHLDGLOBAL X FDS
$1.4M
USHYISHARES TR
$1.4M
SIVRABRDN SILVER ETF TRUST
$1.4M
VGITVANGUARD SCOTTSDALE FDS
$1.3M
AMZNAMAZON COM INC
$1.3M
GOOGLALPHABET INC
$1.2M
TSLATESLA INC
$1.1M
XOMEXXON MOBIL CORP
$1.1M
VONGVANGUARD SCOTTSDALE FDS
$910K
IVLUISHARES TR
$900K
WMTWALMART INC
$874K
METAMETA PLATFORMS INC
$840K
VONVVANGUARD SCOTTSDALE FDS
$809K
SPYSPDR S&P 500 ETF TR
$769K
VGSHVANGUARD SCOTTSDALE FDS
$767K
JPMJPMORGAN CHASE & CO.
$755K
LRCXLAM RESEARCH CORP
$745K
VVVANGUARD INDEX FDS
$742K
CATCATERPILLAR INC
$693K
BRK/BBERKSHIRE HATHAWAY INC DEL
$686K
IEVISHARES TR
$676K
VEAVANGUARD TAX-MANAGED FDS
$662K
VMBSVANGUARD SCOTTSDALE FDS
$612K
LLYELI LILLY & CO
$557K
HDHOME DEPOT INC
$541K
VTWOVANGUARD SCOTTSDALE FDS
$532K
MUBISHARES TR
$513K
VUGVANGUARD INDEX FDS
$509K
MCDMCDONALDS CORP
$491K
PGPROCTER AND GAMBLE CO
$471K
SCZISHARES TR
$463K
AMATAPPLIED MATLS INC
$452K
LCTUBLACKROCK ETF TRUST
$429K
MAMASTERCARD INCORPORATED
$419K
SUSCISHARES TR
$414K
TJXTJX COS INC NEW
$411K
ICVTISHARES TR
$398K
NDQINVESCO QQQ TR
$380K
CSCOCISCO SYS INC
$380K
VVISA INC
$377K
NFLXNETFLIX INC
$375K
XLKSELECT SECTOR SPDR TR
$374K
EAGGISHARES TR
$363K
MRKMERCK & CO INC
$358K
UBSIUNITED BANKSHARES INC WEST V
$354K
PEPPEPSICO INC
$351K
COSTCOSTCO WHSL CORP NEW
$344K
GOOGALPHABET INC
$343K
HYLBDBX ETF TR
$341K
PHPARKER-HANNIFIN CORP
$337K
SYSBISHARES TR
$335K
BLKBLACKROCK INC
$333K
KOCOCA COLA CO
$315K
ABBVABBVIE INC
$314K
NVSNNOVARTIS AG
$307K
IBMINTERNATIONAL BUSINESS MACHS
$305K
EEMISHARES TR
$303K
IAGGISHARES TR
$298K
TDTORONTO DOMINION BK ONT
$297K
DSIISHARES TR
$293K
QCOMQUALCOMM INC
$290K
UNHUNITEDHEALTH GROUP INC
$281K
SHELSHELL PLC
$267K
AGGISHARES TR
$265K
ESGUISHARES TR
$263K
RYROYAL BK CDA
$259K
SAPSAP SE
$257K
IJHISHARES TR
$255K
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