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
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.21%
$551.42 - $612.93 $551 - $613
479 $268M
APPF
Appfolio Inc

Technology
103
+ 7.74%
$206.66 - $260.64 $21.3K - $26.8K
1.43K $315M
VOT
Vanguard Mid Cap Growth Index

ETFs
56
+ 1.83%
$237.72 - $276.98 $13.3K - $15.5K
3.12K $763M
BYD
Boyd Gaming Corp

Consumer Cyclical
320
+ 5.92%
$65.83 - $79.52 $21.1K - $25.4K
5.73K $377M
UPS
United Parcel Service Inc

Industrials
213
+ 8.2%
$109.66 - $136.26 $23.4K - $29K
2.81K $309M
UAL
United Airlines Holdings, Inc.

Industrials
2.39K
+ 36.48%
$69.05 - $110.52 $165K - $264K
8.95K $618M
EVR
Evercore Inc.

Financial Services
295
+ 29.27%
$190.28 - $291.27 $56.1K - $85.9K
1.3K $260M
GDDY
Go Daddy Inc.

Technology
99
+ 4.22%
$172.13 - $214.35 $17K - $21.2K
2.44K $440M
ZM
Zoom Video Communications, Inc.

Technology
177
+ 3.15%
$72.23 - $88.64 $12.8K - $15.7K
5.8K $428M
WCC
Wesco International Inc

Industrials
153
+ 7.1%
$155.3 - $199.95 $23.8K - $30.6K
2.31K $358M
DBX
Dropbox, Inc.

Technology
568
+ 3.64%
$24.55 - $33.27 $13.9K - $18.9K
16.2K $432M
EXPE
Expedia Group, Inc.

Consumer Cyclical
57
+ 2.22%
$157.11 - $206.52 $8.96K - $11.8K
2.63K $441M
DOCU
Docusign, Inc.

Technology
18
+ 0.31%
$74.7 - $97.7 $1.34K - $1.76K
5.76K $469M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
91
+ 0.26%
$25.58 - $29.24 $2.33K - $2.66K
35.1K $919M
VBR
Vanguard Small Cap Value ETF

ETFs
4
+ 0.08%
$183.02 - $207.75 $732 - $831
4.8K $895M
NVDA
Nvidia Corp

Technology
4.55K
+ 20.67%
$106.98 - $149.43 $487K - $680K
26.6K $2.88B
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
677
+ 4.0%
$18.53 - $29.07 $12.5K - $19.7K
17.6K $334M
TSLA
Tesla, Inc.

Consumer Cyclical
506
+ 31.14%
$222.15 - $428.22 $112K - $217K
2.13K $552M
AVGO
Broadcom Inc.

Technology
289
+ 11.97%
$167.43 - $244.7 $48.4K - $70.7K
2.7K $453M
DAL
Delta Air Lines, Inc.

Industrials
391
+ 5.25%
$43.6 - $69.06 $17K - $27K
7.84K $342M
VTI
Vanguard Total Stock Market Et

ETFs
13
+ 0.15%
$271.18 - $303.12 $3.53K - $3.94K
8.79K $2.42B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
371
+ 0.8%
N/A
46.8K $4.12B
GOOGL
Alphabet Inc.

Communication Services
366
+ 4.63%
$154.33 - $206.19 $56.5K - $75.5K
8.27K $1.28B
AAPL
Apple Inc.

Technology
178
+ 1.64%
$209.68 - $247.1 $37.3K - $44K
11K $2.45B
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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