Burns Matteson Capital Management, LLC Incresed Positions in Q1 2025

Burns Matteson Capital Management, LLC

  • $186 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLW
Corning Inc

Technology
67.7K
+ 9.22%
$44.91 - $54.25 $3.04M - $3.67M
802K $17.1B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
23.5K
+ 73.9%
$50.82 - $52.7 $1.2M - $1.24M
55.4K $2.91B
SPIB
Spdr Portfolio Intermediate Te

ETFs
37.2K
+ 73.29%
$32.5 - $33.3 $1.21M - $1.24M
87.9K $2.92B
GLD
Spdr Gold Trust

ETFs
500
+ 3.93%
$243.19 - $288.14 $122K - $144K
13.2K $3.81B
IWP
Ishares Russell Mid Cap Growth

ETFs
7.95K
+ 22.26%
$114.9 - $139.6 $913K - $1.11M
43.6K $5.13B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
10.6K
+ 5.36%
$65.27 - $71.18 $695K - $758K
209K $13.9B
IEF
Ishares Barclays

ETFs
4.55K
+ 19.8%
$91.17 - $95.39 $415K - $434K
27.5K $2.62B
SCHG
Schwab Strategic Tr Us Large C

ETFs
31.1K
+ 31.0%
$24.91 - $29.02 $775K - $903K
132K $3.29B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
517
+ 28.8%
$442.66 - $534.52 $229K - $276K
2.31K $1.23B
AJG
Arthur J. Gallagher & Co.

Financial Services
753
+ 76.29%
$275.89 - $345.24 $208K - $260K
1.74K $601M
O
Realty Income Corp

Real Estate
898
+ 2.11%
$51.67 - $58.49 $46.4K - $52.5K
43.4K $2.25B
REZ
Ishares Tr Residential And Mul

ETFs
1.1K
+ 6.25%
$78.21 - $88.48 $86.3K - $97.7K
18.8K $1.62B
HEFA
Ishares Currency Hedged Msci E

ETFs
3.11K
+ 9.48%
$34.83 - $37.52 $108K - $117K
35.9K $1.3B
META
Meta Platforms, Inc.

Communication Services
262
+ 9.04%
$576.36 - $736.67 $151K - $193K
3.16K $1.82B
IHDG
Wisdomtree Tr

ETFs
2.66K
+ 10.68%
$43.4 - $47.51 $115K - $126K
27.6K $1.2B
HMY
Harmony Gold Mining CO LTD

Basic Materials
3.12K
+ 30.53%
$8.25 - $14.77 $25.8K - $46.1K
13.4K $197M
BK
Bank Of New York Mellon Corp

Financial Services
973
+ 30.47%
$75.42 - $88.95 $73.4K - $86.5K
4.17K $349M
AFL
Aflac Inc

Financial Services
671
+ 21.25%
$100.99 - $111.19 $67.8K - $74.6K
3.83K $426M
ADT
Adt Inc.

Industrials
3.82K
+ 8.06%
$6.87 - $8.23 $26.3K - $31.5K
51.2K $417M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
721
+ 2.2%
$34.17 - $38.11 $24.6K - $27.5K
33.5K $1.24B
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
2.91K
+ 29.57%
$9.49 - $14.83 $27.6K - $43.2K
12.8K $174M
ESAB
Esab Corp

Industrials
697
+ 31.77%
$115.08 - $131.54 $80.2K - $91.7K
2.89K $337M
DRI
Darden Restaurants Inc

Consumer Cyclical
135
+ 6.26%
$180.02 - $208.56 $24.3K - $28.2K
2.29K $476M
TIGR
Up Fintech Holding LTD

Financial Services
4.2K
+ 29.75%
$5.76 - $9.69 $24.2K - $40.7K
18.3K $157M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
3.32K
+ 31.25%
$11.66 - $14.98 $38.7K - $49.8K
14K $190M
JLL
Jones Lang Lasalle Inc

Real Estate
262
+ 29.87%
$238.0 - $284.76 $62.4K - $74.6K
1.14K $282M
LPX
Louisiana Pacific Corp

Industrials
753
+ 35.27%
$89.37 - $118.15 $67.3K - $89K
2.89K $266M
CVLT
Commvault Systems Inc

Technology
167
+ 6.36%
$146.82 - $187.9 $24.5K - $31.4K
2.79K $440M
PAYC
Paycom Software, Inc.

Technology
58
+ 2.53%
$199.42 - $225.82 $11.6K - $13.1K
2.35K $513M
ACIW
Aci Worldwide, Inc.

Technology
433
+ 6.14%
$50.38 - $57.35 $21.8K - $24.8K
7.49K $410M
CW
Curtiss Wright Corp

Industrials
200
+ 33.5%
$304.82 - $384.07 $61K - $76.8K
797 $253M
VST
Vistra Corp.

Utilities
574
+ 35.83%
$108.49 - $191.89 $62.3K - $110K
2.18K $256M
CRUS
Cirrus Logic, Inc.

Technology
340
+ 13.48%
$97.89 - $111.4 $33.3K - $37.9K
2.86K $285M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.33K
+ 3.47%
$53.6 - $58.97 $339K - $373K
189K $10.3B
GGAL
Grupo Financiero Galicia Sa

Financial Services
1.08K
+ 31.04%
$54.11 - $72.22 $58.2K - $77.7K
4.54K $247M
Aegon N V Ny Registry Shs
3.42K
+ 32.33%
N/A
14K $92.4M
OSK
Oshkosh Corp

Industrials
303
+ 8.39%
$89.56 - $116.4 $27.1K - $35.3K
3.91K $368M
ERIC
Ericsson Lm Telephone CO

Technology
3.45K
+ 32.44%
$7.47 - $8.9 $25.8K - $30.7K
14.1K $109M
XLE
Energy Sector Spdr

ETFs
30
+ 1.22%
$85.7 - $93.96 $2.57K - $2.82K
2.5K $233M
AL
Air Lease Corp

Industrials
436
+ 5.19%
$43.38 - $51.13 $18.9K - $22.3K
8.84K $427M
JPM
Jpmorgan Chase & CO

Financial Services
30
+ 1.5%
$225.19 - $279.95 $6.76K - $8.4K
2.03K $498M
WYNN
Wynn Resorts LTD

Consumer Cyclical
293
+ 8.07%
$77.0 - $93.47 $22.6K - $27.4K
3.92K $328M
YPF
Ypf Sociedad Anonima

Energy
1.4K
+ 28.99%
$31.56 - $46.03 $44.2K - $64.5K
6.23K $218M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
64
+ 7.14%
$507.05 - $563.67 $32.5K - $36.1K
960 $493M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7
+ 0.08%
$22.46 - $23.26 $157 - $163
9.17K $212M
MTCH
Match Group, Inc.

Communication Services
659
+ 5.86%
$30.08 - $36.47 $19.8K - $24K
11.9K $371M
BMA
Macro Bank Inc.

Financial Services
624
+ 30.36%
$75.51 - $115.85 $47.1K - $72.3K
2.68K $202M
WDAY
Workday, Inc.

Technology
121
+ 8.46%
$233.53 - $277.82 $28.3K - $33.6K
1.55K $362M
R
Ryder System Inc

Industrials
180
+ 7.14%
$136.38 - $170.92 $24.5K - $30.8K
2.7K $388M
Activity Summary
Buys All Purchases 114 New Holdings 39 Increased Positions 75 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 1 Puts 0
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