James J. Burns & Company, LLC Purchases and Sells in Q3 2025

James J. Burns & Company, LLC

$664 Million
Q3 2025

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	6.59K + 15.46%	$617.65 - $666.84 $4.07M - $4.4M	49.2K $32.8M
VXF	1.22K + 0.62%	$193.58 - $213.07 $236K - $260K	197K $41.3M
VXUS	1.18K + 0.21%	$68.24 - $73.73 $80.3K - $86.7K	553K $40.7M
JPM	4.35K + 30.97%	$282.78 - $316.06 $1.23M - $1.37M	18.4K $5.8M
SCHB	12.1K + 1.72%	$23.82 - $25.84 $289K - $313K	716K $18.4M
IEFA	7.66K + 4.6%	$81.7 - $87.53 $626K - $670K	174K $15.2M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMR	7.53K New	$32.65 - $51.67 $246K - $389K	7.53K $271K
DFAI	6.1K New	$34.05 - $36.55 $208K - $223K	6.1K $221K
CGXU	7.39K New	$26.49 - $29.62 $196K - $219K	7.39K $218K
HSY	1.09K New	$161.95 - $193.45 $177K - $211K	1.09K $204K
VGT	270 New	$656.44 - $753.15 $177K - $203K	270 $201K
QTUM	7.82K New	N/A	7.82K $0

Top Sells

Reduced Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	-1.86K - 12.35%	$303.93 - $329.86 $567K - $615K	13.2K $4.34M
AMZN	-826 - 4.91%	$211.65 - $238.24 $175K - $197K	16K $3.51M
PM	-75 - 0.95%	$157.77 - $183.27 $11.8K - $13.7K	7.81K $1.27M
COF	-535 - 19.48%	$207.29 - $229.74 $111K - $123K	2.21K $470K
NOBL	-841 - 20.07%	$101.12 - $106.18 $85K - $89.3K	3.35K $345K
NYF	-2.58K - 4.38%	$51.6 - $53.44 $133K - $138K	56.2K $3M

Activity Summary All Purchases 60 New Holdings 7 Increased Positions 53 All Sells 65 Reductions 65 Sold out 0 Calls 0 Puts 0

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