$102 Million is the total value of Braun-Bostich & Associates Inc.'s 323 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WPC | W P CAREY INC COMreit | $367,000 | -11.8% | 4,651 | 0.0% | 0.36% | -25.4% | |
VV | VANGUARD LARGE-CAP INDEX FUNDetf | $362,000 | +9.4% | 2,425 | 0.0% | 0.36% | -7.5% | |
UBSI | UNITED BANKSHARES INC WEST VA COMstock | $342,000 | +2.1% | 8,838 | 0.0% | 0.34% | -13.4% | |
VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $279,000 | 0.0% | 3,446 | 0.0% | 0.28% | -15.1% | |
EW | EDWARDS LIFESCIENCES CORP COMstock | $248,000 | +5.5% | 1,068 | 0.0% | 0.24% | -10.6% | |
BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $238,000 | +9.7% | 1,041 | 0.0% | 0.23% | -7.1% | |
SPTS | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $212,000 | 0.0% | 7,074 | 0.0% | 0.21% | -15.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-29
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP COM | 24 | Q3 2023 | 3.8% |
SPDR S&P500 ETF TRUST TR UNIT ETF | 24 | Q3 2023 | 5.6% |
APPLE INC COM | 24 | Q3 2023 | 2.6% |
JOHNSON & JOHNSON COM | 24 | Q3 2023 | 2.1% |
HOME DEPOT INC COM | 24 | Q3 2023 | 1.5% |
AMAZON COM INC COM | 24 | Q3 2023 | 1.4% |
EXXON MOBIL CORP COM | 23 | Q3 2023 | 1.8% |
LAM RESEARCH CORP COM | 23 | Q2 2023 | 0.7% |
UNITED PARCEL SERVICE INC COM CL B | 23 | Q2 2023 | 0.9% |
NVR INC COM | 22 | Q3 2023 | 6.2% |
View Braun-Bostich & Associates Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-29 |
13F-HR | 2024-01-29 |
13F-HR | 2023-11-01 |
13F-HR | 2023-07-25 |
13F-HR | 2023-05-02 |
13F-HR | 2023-02-09 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-16 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-11 |
View Braun-Bostich & Associates Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.