Braun-Bostich & Associates Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$143M
Signature - Title
Cassandra Kirby - Chief Compliance Officer
Location
Canonsburg, PA
Summary
This page shows a list of all the recent 13F filings made by Braun-Bostich & Associates Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Braun-Bostich & Associates Inc. reported 113 stock holdings with total value $143M as of Q3 2024. Top holdings included VOO, TLT, QUAL, DYNF, and SPYG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 113 $143M +$13.3M -$10.7M +$2.61M VOO, TLT, QUAL, DYNF, SPYG 13F-HR 10/15/2024, 04:49 PM
Q2 2024 110 $135M +$50.8M -$36.3M +$14.5M VOO, TLT, SPYG, DYNF, QUAL 13F-HR 8/13/2024, 05:11 PM
Q1 2024 125 $119M +$33.2M -$30.3M +$2.95M VOO, IUSB, TLT, MSFT, NVR 13F-HR 4/29/2024, 12:25 PM
Q4 2023 121 $111M +$52.5M -$683K +$51.8M VOO, ICSH, VEA, AGG, IUSB 13F-HR 1/29/2024, 08:33 AM
Q3 2023 53 $53.6M +$46.4M -$39.1M +$7.29M ICSH, VOO, VEA, AGG, VONV 13F-HR 11/1/2023, 09:29 AM
Q2 2023 76 $46.7M +$3.55M -$803K +$2.74M IUSB, UCON, QQQ, FTCS, BNDX 13F-HR 7/25/2023, 12:58 PM
Q1 2023 67 $42.3M +$7.63M -$1.38M +$6.25M IUSB, UCON, FSIG, FTCS, BNDX 13F-HR 5/1/2023, 06:31 PM
Q4 2022 58 $34.6M +$7.16M -$6.44M +$716K UCON, IUSB, FTCS, BNDX, VEU 13F-HR 2/9/2023, 05:24 PM
Q3 2022 56 $32.7M +$2.65M -$6.34M -$3.68M AGG, QQQ, BNDX, VEU, FTCS 13F-HR 11/14/2022, 02:26 PM
Q2 2022 64 $38.5M +$9.81M -$12.7M -$2.9M AGG, NVR, QQQ, FTCS, MSFT 13F-HR 8/15/2022, 06:18 PM
Q1 2022 68 $46.5M +$36.6M -$397M -$361M FIXD, NVR, IEF, QQQ, IEFA 13F-HR 5/13/2022, 02:35 PM
Q4 2021 103 $409M +$399M -$44M +$355M SPHB, RDVY, SOXX, XME, FBND 13F-HR 2/11/2022, 02:30 PM
Q3 2021 65 $53.1M +$5.76M -$5.42M +$341K IEFA, IEF, LQD, LMBS, BSV 13F-HR 11/16/2021, 10:00 AM
Q2 2021 64 $53.4M +$4.58M -$5.59M -$1.01M IEF, IEFA, BSV, LMBS, NVR 13F-HR 8/12/2021, 08:33 AM
Q1 2021 64 $52M +$6.24M -$5M +$1.24M IEF, NVR, FIXD, GTO, IEFA 13F-HR 5/14/2021, 04:32 PM
Q4 2020 60 $49.8M +$31.2M -$83.7M -$52.6M IEF, NVR, FIXD, GTO, IEFA 13F-HR 2/16/2021, 01:35 PM
Q3 2020 214 $101M +$24.8M -$31.1M -$6.36M MINT, GVI, SPY, JPST, IWP 13F-HR 10/9/2020, 04:59 PM
Q2 2020 317 $102M +$19.5M -$8.18M +$11.3M MINT, GVI, JPST, IWP, XLV 13F-HR 8/13/2020, 01:48 PM
Q1 2020 299 $78.5M +$18.3M -$20M -$1.65M GVI, JPST, IWP, SPY, DALT 13F-HR 5/8/2020, 05:52 PM
Q4 2019 314 $102M +$20.2M -$8.8M +$11.3M DALT, JPST, IWP, SPY, PHB 13F-HR 1/29/2020, 03:58 PM
Q3 2019 84 $86M +$7.78M -$20.8M -$13M DALT, JPST, IWP, PHB, SPY 13F-HR 11/14/2019, 10:27 AM
Q2 2019 318 $95.6M +$13.7M -$16.9M -$3.24M DALT, JPST, IWP, SPY, PHB 13F-HR 8/14/2019, 07:59 AM
Q1 2019 316 $96.1M +$37.4M -$45.9M -$8.5M DALT, SPY, JPST, IWP, PHB 13F-HR 5/9/2019, 10:57 AM
Q4 2018 312 $94.3M +$12.9M -$11M +$1.9M SPLV, IVV, NEAR, SPMD, SMLV 13F-HR 2/7/2019, 08:10 PM
Q3 2018 321 $104M +$8.59M -$7.5M +$1.08M SPLV, IVV, NEAR, SPMD, SMLV 13F-HR 11/14/2018, 08:18 AM
Q2 2018 302 $100M +$14M -$30.8M -$16.9M SPLV, IVV, IGIB, SPMD, SMLV 13F-HR 8/10/2018, 12:29 PM
Q1 2018 315 $115M +$12.7M -$12.8M -$179K SPLV, IGIB, IVV, SPAB, STIP 13F-HR 5/16/2018, 09:09 AM
Q4 2017 302 $118M $0 $0 SPLV, LQD, IVV, IGIB, VCSH 13F-HR 5/21/2018, 05:25 PM