IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Braun-Bostich & Associates Inc.

Q4 2019 Holdings

Filed 2020-01-29 | 323 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Wesbanco Inc COM(WSBC)Stock950810101$266870.0%
Fiserv Inc COM(FISV)Stock337738108$262230.0%
HSBC Hldgs PLC ADR A 1/40PF AADR404280604$271,0000.0%
Ishares Edge Msci USA Momentum Factor ETF(MTUM)ETF46432F396$272160.0%
Spdr Portfolio Large Cap ETF(SPYM)ETF78464A854$277090.0%
Ishares ESG U.S. Aggregate Bond ETF(EAGG)ETF46435U549$285300.0%
Xcel Energy Inc COM(XEL)Stock98389B100$284500.0%
Hasbro Inc COM(HAS)Stock418056107$282670.0%
Vanguard Ftse All-World EX US Index Fund(VEU)ETF922042775$295390.0%
Nvidia Corp COM(NVDA)Stock67066G104$301250.0%
3M Co COM(MMM)Stock88579Y101$301690.0%
Viacomcbs Inc CL B(0VVB)Stock92556H206$307160.0%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)ETF92206C870$313380.0%
CVS Health Corp COM(CVS)Stock126650100$334440.0%
Allstate Corp COM(ALL)Stock020002101$332920.0%
Tesla Inc COM(TSLA)Stock88160R101$33770.0%
Ishares 7-10 Year Treasury Bond ETF(IEF)ETF464287440$332980.0%
Vanguard Mid-Cap Value Index Fund(VOE)ETF922908512$342880.0%
Vanguard Total World Stock Index Fund(VT)ETF922042742$364390.0%
Ameriprise Finl Inc COM(AMP)Stock03076C106$382250.0%
Ishares Msci Acwi Index Fund(ACWI)ETF464288257$415160.0%
Ishares Msci KLD 400 Social ETF(DSI)ETF464288570$423430.0%
DOW Inc COM(DOW)Stock260557103$427900.0%
Phillips 66 COM(PSX)Stock718546104$433870.0%
Walmart Inc COM(WMT)Stock931142103$473930.0%
Dupont de Nemours Inc COM(DD)Stock26614N102$507900.0%
Marathon Pete Corp COM(MPC)Stock56585A102$528410.0%
Delta AIR Lines Inc del COM New(DAL)Stock247361702$539030.0%
Oracle Corp COM(ORCL)Stock68389X105$549980.0%
Automatic Data Processing Inc COM(ADP)Stock053015103$583380.0%
Ishares S&P Aggressive Allocation Fund(AOA)ETF464289859$611,0420.0%
Public Storage COM(PSA)REIT74460D109$622910.0%
Zoetis Inc CL A(ZTS)Stock98978V103$634720.0%
Senior HSG Pptys TR SH BEN INTREIT81721M109$637,5030.0%
International Business Machs COM(IBM)Stock459200101$634660.0%
Ishares U.S. Treasury Bond ETF(GOVT)ETF46429B267$692,6500.0%
Industrial Logistics Pptys TR COM SHS BEN INT(ILPT)REIT456237106$713,2230.0%
Parker Hannifin Corp COM(PH)Stock701094104$713370.0%
Lilly ELI & Co COM(LLY)Stock532457108$725440.0%
Illinois Tool WKS Inc COM(ITW)Stock452308109$723940.0%
Office Pptys Income TR COM SHS BEN INT(OPITQ)REIT67623C109$742,3680.0%
Vanguard Mega Cap ETF(MGC)ETF921910873$766720.0%
Invesco Dynamic Large Cap Value ETF(PWV)ETF46137V738$761,8290.0%
US Bancorp del COM New(USB)Stock902973304$771,3090.0%
Ishares ESG Msci USA Small-Cap ETF(ESML)ETF46435U663$782,7090.0%
Novartis A G Sponsored ADR(NVSN)ADR66987V109$798290.0%
EOG RES Inc COM(EOG)Stock26875P101$799420.0%
Ishares 3-7 Year Treasury Bond ETF(IEI)ETF464288661$806390.0%
Ishares J.P. Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$847350.0%
Ishares Iboxx $ Investment Grade Corporate Bond ETF(LQD)ETF464287242$846540.0%
PreviousPage 4 of 7Next