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Braun-Bostich & Associates Inc.

All holdings · as of Dec 31, 2025

125 positions

CompanyClassValueShares% of portfolio
Accenture plc$201.0K7490.1%
ASTRAZENECA PLC$201.4K2,1910.1%
VANGUARD BD INDEX FDS$205.2K2,6040.1%
ANHEUSER BUSCH INBEV SA/NV$206.6K3,2260.1%
SPDR SERIES TRUST$207.0K6,1220.1%
PUBLIC SERVICE ENTERPRISE GROUP INC$209.2K2,6050.1%
S&P Global Inc.$211.1K4040.1%
INTUIT INC.$213.3K3220.1%
BANK OF AMERICA CORP /DE$213.4K3,8800.1%
Uber Technologies, Inc$216.1K2,6450.1%
HSBC HOLDINGS PLCHSBCADR$216.3K2,7490.1%
MARSH & MCLENNAN COMPANIES, INC.$218.9K1,1800.1%
Trane Technologies plc$220.7K5670.1%
CSX CORP$220.9K6,0940.1%
ISHARES TR$222.5K4,1290.1%
ISHARES TR$226.3K3,9310.1%
GILEAD SCIENCES, INC.$226.6K1,8460.1%
LOWES COMPANIES INC$234.2K9710.1%
SOUTHERN CO$236.1K2,7080.1%
ISHARES TR$239.7K3500.1%
ISHARES TR$245.0K4,3010.2%
Bank of New York Mellon Corp/The$246.9K2,1270.2%
3M CO$248.0K1,5490.2%
WELLS FARGO & COMPANY/MN$250.4K2,6870.2%
SPDR SERIES TRUST$254.5K5,5670.2%
ISHARES TR$255.2K3,8660.2%
SAP SE$257.5K1,0600.2%
ROYAL BK CDA$259.3K1,5210.2%
ISHARES TR$263.5K1,7690.2%
ISHARES TR$265.2K2,6550.2%
SHELL PLC$267.3K3,6380.2%
UNITEDHEALTH GROUP INC$281.9K8540.2%
QUALCOMM INC/DE$290.6K1,6990.2%
ISHARES TR$293.3K2,2770.2%
TORONTO DOMINION BK ONT$297.5K3,1580.2%
ISHARES TR$298.1K5,9610.2%
ISHARES TR$304.0K5,5560.2%
INTERNATIONAL BUSINESS MACHINES CORP$305.4K1,0310.2%
NOVARTIS AG$307.9K2,2330.2%
AbbVie Inc.$314.4K1,3760.2%
COCA COLA CO$315.9K4,5190.2%
BlackRock, Inc.$333.9K3120.2%
ISHARES TR$335.3K3,7350.2%
Parker-Hannifin Corp$337.5K3840.2%
DBX ETF TR$341.4K9,2700.2%
Alphabet Inc.$343.3K1,0940.2%
COSTCO WHOLESALE CORP /NEW$344.1K3990.2%
PEPSICO INC$351.6K2,4500.2%
UNITED BANKSHARES INC/WV$355.0K9,2440.2%
Merck & Co., Inc.$358.6K3,4070.2%
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