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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
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -3.95%
2.62%
$3.623M
61,266 shares@ $59.14 avg price
EFVIshares Tr
Recent Activity
Increased 10.38%
2.56%
$3.551M
67,671 shares@ $52.47 avg price
NVRNvr Inc
Recent Activity
2.42%
$3.353M
410 shares@ $8178.9 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.38%
2.13%
$2.956M
7,012 shares@ $421.5 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 1.59%
1.91%
$2.65M
51,815 shares@ $51.14 avg price
MBBIshares Tr
Recent Activity
Decreased -9.2%
1.73%
$2.396M
26,134 shares@ $91.68 avg price
EMXCIshares Inc
Recent Activity
Increased 2.56%
1.73%
$2.392M
43,135 shares@ $55.46 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -1.82%
1.64%
$2.262M
9,728 shares@ $232.53 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 1.18%
1.6%
$2.216M
28,412 shares@ $78.01 avg price
AAPLApple Inc
Recent Activity
Decreased -0.02%
1.3%
$1.802M
7,194 shares@ $250.42 avg price