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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
AZNAstrazeneca Plc
Recent Activity
Exited
0%
$206,150
2,646 shares@ $77.92 avg price
ORCLOracle Corp
Recent Activity
Exited
0%
$203,117
1,192 shares@ $170.41 avg price
SOSouthern Co
Recent Activity
Exited
0%
$201,462
2,234 shares@ $90.18 avg price