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Cassandra Kirby

@Braun-bostich & Associates Inc.

Latest period2024 - Q4ReportedManaged Assets$138.764MTotal holdings108
Assets growth rate-3.27%Assets growth rate (2-Q avg)1.69%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Braun-bostich & Associates Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 108 positions.

Assets under management

The assets under management (AUM) of Braun-bostich & Associates Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 138.764M in assets, with a quarterly growth rate of -3.27% and a 2-quarter average growth rate of 1.69%. The portfolio is managed by Cassandra Kirby, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MTUMIshares Tr
Recent Activity
New Position
0.93%
$1.284M
6,204 shares@ $206.93 avg price
IAUIshares Gold Tr
Recent Activity
New Position
0.67%
$917,272
18,527 shares@ $49.52 avg price
HYDBIshares Tr
Recent Activity
New Position
0.34%
$471,181
10,023 shares@ $47.01 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.27%
$361,864
353 shares@ $1025.12 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.23%
$307,194
4,253 shares@ $72.23 avg price
WFCWells Fargo Co New
Recent Activity
New Position
0.18%
$245,700
3,498 shares@ $70.25 avg price
NOWServicenow Inc
Recent Activity
New Position
0.16%
$216,264
204 shares@ $1060.12 avg price
IGIBIshares Tr
Recent Activity
New Position
0.16%
$214,591
4,166 shares@ $51.52 avg price