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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
GOOGLAlphabet Inc
Recent Activity
Increased 3.92%
0.49%
$677,883
3,581 shares@ $189.3 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 52.34%
0.47%
$647,319
14,277 shares@ $45.34 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 4.89%
0.44%
$604,248
1,031 shares@ $586.08 avg price
PGProcter And Gamble Co
Recent Activity
Increased 3.12%
0.41%
$566,489
3,379 shares@ $167.65 avg price
SCZIshares Tr
Recent Activity
Increased 15.81%
0.37%
$506,412
8,336 shares@ $60.75 avg price
ICVTIshares Tr
Recent Activity
Increased 35.12%
0.35%
$481,950
5,672 shares@ $84.98 avg price
MAMastercard Incorporated
Recent Activity
Increased 0.47%
0.34%
$458,642
871 shares@ $526.57 avg price
NFLXNetflix Inc
Recent Activity
Increased 2.19%
0.34%
$458,138
514 shares@ $891.32 avg price
CATCaterpillar Inc
Recent Activity
Increased 0.65%
0.33%
$450,548
1,242 shares@ $362.77 avg price
IVLUIshares Tr
Recent Activity
Increased 47.07%
0.24%
$329,685
12,161 shares@ $27.12 avg price