Braun-Bostich & Associates Inc. - Portfolio overview

Braun-Bostich & Associates Inc. has 137 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. TLT - ISHARES TR, 5.75%
2. DYNF - BLACKROCK ETF TRUST, 4.21%
3. SPYV - SPDR SERIES TRUST, 4.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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