James J. Burns & Company, LLC Incresed Positions in Q2 2025

James J. Burns & Company, LLC

  • $609 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
7.09K
+ 19.93%
$496.48 - $617.85 $3.52M - $4.38M
42.6K $26.3M
VXF
Vanguard Extended Market ETF

ETFs
279
+ 0.14%
$150.43 - $192.71 $42K - $53.8K
196K $37.7M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
19.8K
+ 138.23%
$63.36 - $80.23 $1.25M - $1.59M
34.1K $2.73M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
12.4K
+ 4.72%
$31.29 - $38.89 $389K - $483K
276K $10.7M
VO
Vanguard Mid Cap ETF

ETFs
1.15K
+ 2.48%
$228.54 - $279.83 $263K - $322K
47.6K $13.3M
IEFA
Ishares Tr

ETFs
1.67K
+ 1.01%
$67.83 - $84.09 $113K - $140K
166K $13.9M
VB
Vanguard Small Cap ETF

ETFs
2.86K
+ 7.5%
$193.73 - $237.37 $554K - $679K
41K $9.71M
IXUS
Ishares Tr

ETFs
8.46K
+ 10.57%
$62.37 - $77.63 $528K - $657K
88.5K $6.84M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
14.4K
+ 235.19%
$65.1 - $75.98 $937K - $1.09M
20.5K $1.56M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
8.45K
+ 12.17%
$54.81 - $67.78 $463K - $573K
77.9K $5.28M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
9.9K
+ 6.86%
N/A
154K $13.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14.3K
+ 6.42%
$22.92 - $28.05 $328K - $401K
237K $6.65M
IVV
Ishares Core S&P 500 ETF

ETFs
169
+ 1.83%
$498.8 - $620.9 $84.3K - $105K
9.43K $5.85M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.1K
+ 3.81%
$39.89 - $49.46 $163K - $203K
112K $5.52M
JPM
Jpmorgan Chase & CO

Financial Services
61
+ 0.44%
$210.28 - $289.91 $12.8K - $17.7K
14K $4.07M
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.07K
+ 1.08%
$23.55 - $27.67 $95.8K - $113K
380K $10.5M
GOOGL
Alphabet Inc.

Communication Services
804
+ 3.71%
$144.7 - $178.6 $116K - $144K
22.5K $3.96M
JCPB
J P Morgan Exchange Traded Fd

ETFs
12.8K
+ 21.85%
$45.9 - $47.2 $590K - $606K
71.6K $3.37M
IEMG
Ishares Inc

ETFs
9.81K
+ 13.72%
N/A
81.3K $4.36M
IWS
Ishares Russell Midcap Value E

ETFs
1.2K
+ 2.49%
$110.58 - $132.14 $133K - $159K
49.5K $6.54M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.55K
+ 1.39%
$20.42 - $25.3 $52.1K - $64.5K
186K $4.71M
META
Meta Platforms, Inc.

Communication Services
277
+ 23.18%
$484.66 - $738.09 $134K - $204K
1.47K $1.09M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
685
+ 2.0%
$57.14 - $72.68 $39.1K - $49.8K
35K $2.55M
GOOG
Alphabet Inc.

Communication Services
155
+ 1.1%
$146.58 - $180.01 $22.7K - $27.9K
14.3K $2.53M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.04K
+ 3.54%
$24.38 - $30.18 $49.7K - $61.5K
59.7K $1.8M
HSIC
Henry Schein Inc

Healthcare
2.14K
+ 20.48%
$62.7 - $73.66 $134K - $157K
12.6K $917K
PM
Philip Morris International Inc.

Consumer Defensive
75
+ 0.96%
$149.23 - $184.95 $11.2K - $13.9K
7.89K $1.44M
COF
Capital One Financial Corp

Financial Services
535
+ 24.19%
$150.57 - $212.76 $80.6K - $114K
2.75K $584K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.21K
+ 1.97%
$19.6 - $24.44 $23.8K - $29.6K
62.7K $1.53M
SCHC
Schwab Strategic Tr Intl Small

ETFs
935
+ 4.23%
$32.41 - $42.59 $30.3K - $39.8K
23.1K $982K
ORCL
Oracle Corp

Technology
60
+ 2.93%
$122.82 - $218.63 $7.37K - $13.1K
2.11K $460K
EFA
Ishares Tr Msci Eafe ETF

ETFs
29
+ 0.13%
$72.96 - $90.39 $2.12K - $2.62K
22.6K $2.02M
SKYY
First Trust Cloud Computing Et

ETFs
155
+ 2.84%
$89.46 - $121.64 $13.9K - $18.9K
5.61K $682K
GE
General Electric CO

Industrials
37
+ 2.0%
$166.81 - $257.39 $6.17K - $9.52K
1.88K $484K
GS
Goldman Sachs Group Inc

Financial Services
41
+ 7.9%
$462.22 - $707.75 $19K - $29K
560 $396K
IDEV
Ishares Core Msci Intl Develop

ETFs
800
+ 11.83%
$61.79 - $76.67 $49.4K - $61.3K
7.56K $574K
DFIV
Dimensional ETF Tr

ETFs
1.25K
+ 13.08%
$34.67 - $43.21 $43.2K - $53.8K
10.8K $461K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.03K
+ 33.6%
$69.8 - $85.28 $71.7K - $87.6K
4.08K $338K
VFH
Vanguard Financial ETF

ETFs
417
+ 17.75%
$104.87 - $127.3 $43.7K - $53.1K
2.77K $352K
XLY
Select Sector Spdr Consumer Di

ETFs
200
+ 15.7%
$176.34 - $218.59 $35.3K - $43.7K
1.47K $320K
CAT
Caterpillar Inc

Industrials
24
+ 2.63%
$273.94 - $388.21 $6.57K - $9.32K
935 $362K
MMM
3 M CO

Industrials
3
+ 0.03%
$126.09 - $154.15 $378 - $462
9.58K $1.46M
IBM
International Business Machines Corp

Technology
2
+ 0.19%
$221.03 - $294.78 $442 - $590
1.05K $309K
CSCO
Cisco Systems, Inc.

Technology
220
+ 5.14%
$53.19 - $69.38 $11.7K - $15.3K
4.5K $312K
EFV
Msci Eafe Value ETF

ETFs
419
+ 7.91%
$52.4 - $64.65 $22K - $27.1K
5.72K $362K
XLC
Select Sector Spdr Tr Communic

ETFs
106
+ 5.05%
$86.13 - $108.53 $9.13K - $11.5K
2.2K $239K
T
At&T Inc.

Communication Services
383
+ 0.96%
$26.33 - $28.94 $10.1K - $11.1K
40.4K $1.17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.5%
$456.74 - $568.03 $1.37K - $1.7K
602 $341K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
77
+ 1.82%
$73.0 - $85.5 $5.62K - $6.58K
4.32K $362K
Activity Summary
Buys All Purchases 82 New Holdings 17 Increased Positions 65 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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