0001951757-23-000422.txt : 20230725 0001951757-23-000422.hdr.sgml : 20230725 20230725125817 ACCESSION NUMBER: 0001951757-23-000422 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230725 DATE AS OF CHANGE: 20230725 EFFECTIVENESS DATE: 20230725 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Braun-Bostich & Associates Inc. CENTRAL INDEX KEY: 0001740842 IRS NUMBER: 752997460 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18789 FILM NUMBER: 231107717 BUSINESS ADDRESS: STREET 1: 1600 ASHWOOD DR STREET 2: STE 1601 CITY: CANONSBURG STATE: PA ZIP: 15317 BUSINESS PHONE: 7249422639 MAIL ADDRESS: STREET 1: 1600 ASHWOOD DR STREET 2: STE 1601 CITY: CANONSBURG STATE: PA ZIP: 15317 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001740842 XXXXXXXX 06-30-2023 06-30-2023 Braun-Bostich & Associates Inc.

1600 ASHWOOD DR STE 1601 CANONSBURG PA 15317

13F HOLDINGS REPORT 028-18789 N CASSANDRA KIRBY (724) 942-2639 CASSANDRA KIRBY CANONSBURG PA 07-25-2023 0 76 46698286 false INFORMATION TABLE 2 F_13F_BBA_Q22023.xml ABBVIE INC COM 00287Y109 284954 2115 SH SOLE 0 0 2115 ABRDN ETFS BBRG ALL COMD K1 003261104 861941 42755 SH SOLE 0 0 42755 ALPHABET INC CAP STK CL C 02079K107 241940 2000 SH SOLE 0 0 2000 ALPHABET INC CAP STK CL A 02079K305 216378 1808 SH SOLE 0 0 1808 AMAZON COM INC COM 023135106 547990 4204 SH SOLE 0 0 4204 APPLE INC COM 037833100 1137440 5864 SH SOLE 0 0 5864 APPLIED MATLS INC COM 038222105 208138 1440 SH SOLE 0 0 1440 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 366234 1074 SH SOLE 0 0 1074 BLACKROCK INC COM 09247X101 277147 401 SH SOLE 0 0 401 BRISTOL-MYERS SQUIBB CO COM 110122108 250492 3917 SH SOLE 0 0 3917 BROADCOM INC COM 11135F101 546481 630 SH SOLE 0 0 630 CATERPILLAR INC COM 149123101 368583 1498 SH SOLE 0 0 1498 CHEVRON CORP NEW COM 166764100 286220 1819 SH SOLE 0 0 1819 CISCO SYS INC COM 17275R102 385929 7459 SH SOLE 0 0 7459 COMCAST CORP NEW CL A 20030N101 219010 5271 SH SOLE 0 0 5271 CONOCOPHILLIPS COM 20825C104 208878 2016 SH SOLE 0 0 2016 COSTCO WHSL CORP NEW COM 22160K105 205661 382 SH SOLE 0 0 382 EXXON MOBIL CORP COM 30231G102 482625 4500 SH SOLE 0 0 4500 FIRST TR EXCH TRADED FD III MERGER ARBITRA 33740J203 639820 31991 SH SOLE 0 0 31991 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 713748 31346 SH SOLE 0 0 31346 FIRST TR EXCHANGE-TRADED ALP MID CP GR ALPH 33737M102 862351 13312 SH SOLE 0 0 13312 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 1188015 25223 SH SOLE 0 0 25223 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 1377493 18347 SH SOLE 0 0 18347 FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 1323547 71082 SH SOLE 0 0 71082 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 1738113 71912 SH SOLE 0 0 71912 FIRST TR VALUE LINE DIVID IN SHS 33734H106 1156957 28859 SH SOLE 0 0 28859 HOME DEPOT INC COM 437076102 547192 1762 SH SOLE 0 0 1762 INVESCO QQQ TR UNIT SER 1 46090E103 1384586 3748 SH SOLE 0 0 3748 ISHARES TR CORE S&P MCP ETF 464287507 341754 1307 SH SOLE 0 0 1307 ISHARES TR CORE S&P500 ETF 464287200 1211997 2719 SH SOLE 0 0 2719 ISHARES TR CORE US AGGBD ET 464287226 259372 2648 SH SOLE 0 0 2648 ISHARES TR MBS ETF 464288588 799561 8573 SH SOLE 0 0 8573 ISHARES TR INTL SEL DIV ETF 464288448 560770 21298 SH SOLE 0 0 21298 ISHARES TR JPMORGAN USD EMG 464288281 616598 7125 SH SOLE 0 0 7125 ISHARES TR SHRT NAT MUN ETF 464288158 525194 5048 SH SOLE 0 0 5048 ISHARES TR ESG AWRE 1 5 YR 46435G243 715315 29917 SH SOLE 0 0 29917 ISHARES TR BROAD USD HIGH 46435U853 391371 11087 SH SOLE 0 0 11087 ISHARES TR CORE TOTAL USD 46434V613 2996518 65901 SH SOLE 0 0 65901 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 241374 4814 SH SOLE 0 0 4814 JOHNSON & JOHNSON COM 478160104 793668 4795 SH SOLE 0 0 4795 JPMORGAN CHASE & CO COM 46625H100 524602 3607 SH SOLE 0 0 3607 LAM RESEARCH CORP COM 512807108 349073 543 SH SOLE 0 0 543 LILLY ELI & 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