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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
IGEBIshares Tr
Recent Activity
Exited
0%
$646,026
13,902 shares@ $46.48 avg price
IEVIshares Tr
Recent Activity
Exited
0%
$365,644
6,275 shares@ $58.27 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$344,672
363 shares@ $949.51 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$344,386
422 shares@ $816.09 avg price
UBERUber Technologies Inc
Recent Activity
Exited
0%
$258,701
3,442 shares@ $75.17 avg price
EUSBIshares Tr
Recent Activity
Exited
0%
$227,525
5,136 shares@ $44.31 avg price
PMPhilip Morris Intl Inc
Recent Activity
Exited
0%
$227,261
1,872 shares@ $121.41 avg price
LDOSLeidos Holdings Inc
Recent Activity
Exited
0%
$214,508
1,316 shares@ $163.0 avg price
USRTIshares Tr
Recent Activity
Exited
0%
$211,185
3,430 shares@ $61.57 avg price
TTTrane Technologies Plc
Recent Activity
Exited
0%
$207,971
535 shares@ $388.74 avg price