Braun-Bostich & Associates Inc.

Q3 2025 13F-HR Holdings

Location
Canonsburg, PA
Holdings as of
9/30/2025
Date filed
11/3/2025
Form type
13F-HR
Num holdings
123
Total value ($000)
$158,735
Net value change ($000)
+12,254 (8.4%)
New positions
11
Sold out positions
6
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2025 Next filing: 1/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BAI 2,768 NEW
OEF 2,666 136.2%
IEMG 2,390 86.7%
DYNF 1,475 21.7%
SHLD 1,355 NEW
SIVR 891 NEW
SPYV 639 12.9%
TLT 601 6.5%
RDVY 505 13.0%
SPYG 404 6.9%
Top Reduces (Value $000, Stocks/ETFs)
XLK -3,020 -87.7%
EFG -2,229 -89.4%
VOO -966 -18.5%
BINC -908 -21.6%
IUSB -458 -61.1%
EMXC -245 -100.0%
ACN -222 -100.0%
VTEB -220 -100.0%
PM -219 -100.0%
RELX -213 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type