• 13F History

Braun-Bostich & Associates Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$135M
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 111 stock holdings with total value $135M as of Q1 2025. Top holdings included VOO, TLT, QUAL, DYNF, and SPYG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 111 $135M +$12.1M -$13.4M -$1.33M VOO, TLT, QUAL, DYNF, SPYG 13F-HR 4/15/2025, 05:12 PM
Q4 2024 108 $139M +$7.17M -$8.32M -$1.15M VOO, TLT, DYNF, QUAL, SPYG 13F-HR 1/17/2025, 11:20 AM
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 113 $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 66 $41.4M +$7.59M -$647K +$6.94M IUSB, UCON, FSIG, FTCS, BNDX 13F-HR 5/1/2023, 06:31 PM
Q4 2022 58 $34.6M +$7.16M -$718K +$6.44M UCON, IUSB, FTCS, BNDX, VEU 13F-HR 2/9/2023, 04:24 PM
Q3 2022 56 $31.9M +$2.62M -$3.88M -$1.26M AGG, QQQ, BNDX, VEU, FTCS 13F-HR 11/14/2022, 01:26 PM
Q2 2022 64 $38.5M +$9.81M -$8.26M +$1.55M AGG, NVR, QQQ, FTCS, MSFT 13F-HR 8/15/2022, 06:18 PM
Q1 2022 68 $46.5M +$36.6M -$65.7M -$29.1M FIXD, NVR, IEF, QQQ, IEFA 13F-HR 5/13/2022, 02:35 PM
Q4 2021 98 $409M +$399M -$1.22M +$398M SPHB, RDVY, SOXX, XME, FBND 13F-HR 2/11/2022, 01:30 PM
Q3 2021 65 $53.1M +$5.76M -$5.42M +$341K IEF, IEFA, LQD, LMBS, BSV 13F-HR 11/16/2021, 10:00 AM
Q2 2021 63 $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 -$48.6M -$17.4M IEF, NVR, FIXD, GTO, IEFA 13F-HR 2/16/2021, 12:35 PM
Q3 2020 214 $101M +$24.8M -$29.4M -$4.63M MINT, GVI, SPY, JPST, IWP 13F-HR 10/9/2020, 04:59 PM
Q2 2020 305 $102M +$19.7M -$2.77M +$16.9M MINT, GVI, JPST, IWP, XLV 13F-HR 8/13/2020, 01:48 PM
Q1 2020 288 $78.4M +$18.3M -$11.4M +$6.88M GVI, JPST, IWP, SPY, DALT 13F-HR 5/8/2020, 05:52 PM
Q4 2019 306 $102M +$20.2M -$8.15M +$12M DALT, JPST, IWP, SPY, PHB 13F-HR 1/29/2020, 02:58 PM
Q3 2019 84 $86M +$7.78M -$5.18M +$2.6M DALT, JPST, IWP, PHB, SPY 13F-HR 11/14/2019, 09:27 AM
Q2 2019 312 $95.5M +$13.7M -$16.5M -$2.82M DALT, JPST, IWP, SPY, PHB 13F-HR 8/14/2019, 07:59 AM
Q1 2019 308 $96.1M +$37.4M -$45.7M -$8.25M DALT, SPY, JPST, IWP, PHB 13F-HR 5/9/2019, 10:57 AM
Q4 2018 305 $94.3M +$12.9M -$7.95M +$5M SPLV, IVV, NEAR, SPMD, SMLV 13F-HR 2/7/2019, 07:10 PM
Q3 2018 315 $104M +$8.59M -$7.23M +$1.36M SPLV, IVV, NEAR, SPMD, SMLV 13F-HR 11/14/2018, 07:18 AM
Q2 2018 299 $99.9M +$14M -$23.9M -$9.92M SPLV, IVV, IGIB, SPMD, SMLV 13F-HR 8/10/2018, 12:29 PM
Q1 2018 310 $115M +$12.7M -$11.8M +$894K SPLVXXXX, IGIB, IVV, SPAB, STIP 13F-HR 5/16/2018, 09:09 AM
Q4 2017 298 $118M SPLVXXXX, LQD, IVV, IGIB, VCSH 13F-HR 5/21/2018, 05:25 PM