Cassandra Kirby

@Braun-bostich & Associates Inc.

Latest period2024 - Q4

Reported2d ago

Managed Assets$138.764M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
USXFIshares Tr Recent Activity Increased 6.65%	0.22%	$296,679 5,967 shares@ $49.72 avg price	Increased 6.65%
SPSMSpdr Ser Tr Recent Activity Increased 0.04%	0.2%	$271,811 6,051 shares@ $44.93 avg price	Increased 0.04%
MMM3m Co Recent Activity Increased 0.39%	0.2%	$270,444 2,095 shares@ $129.1 avg price	Increased 0.39%
KOCoca Cola Co Recent Activity Increased 2.73%	0.19%	$258,317 4,149 shares@ $62.27 avg price	Increased 2.73%
AGGIshares Tr Recent Activity Increased 4.5%	0.18%	$245,448 2,533 shares@ $96.91 avg price	Increased 4.5%
IEMGIshares Inc Recent Activity Increased 0.54%	0.15%	$205,433 3,934 shares@ $52.22 avg price	Increased 0.54%