James J. Burns & Company, LLC Incresed Positions in Q3 2025

James J. Burns & Company, LLC

  • $664 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
6.59K
+ 15.46%
$617.65 - $666.84 $4.07M - $4.4M
49.2K $32.8M
VXF
Vanguard Extended Market ETF

ETFs
1.22K
+ 0.62%
$193.58 - $213.07 $236K - $260K
197K $41.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.18K
+ 0.21%
$68.24 - $73.73 $80.3K - $86.7K
553K $40.7M
JPM
Jpmorgan Chase & CO

Financial Services
4.35K
+ 30.97%
$282.78 - $316.06 $1.23M - $1.37M
18.4K $5.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12.1K
+ 1.72%
$23.82 - $25.84 $289K - $313K
716K $18.4M
IEFA
Ishares Tr

ETFs
7.66K
+ 4.6%
$81.7 - $87.53 $626K - $670K
174K $15.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.3K
+ 6.99%
$97.75 - $100.75 $1.1M - $1.14M
173K $17.3M
VO
Vanguard Mid Cap ETF

ETFs
2.05K
+ 4.3%
$279.83 - $293.74 $573K - $601K
49.7K $14.6M
META
Meta Platforms, Inc.

Communication Services
1.72K
+ 116.85%
$695.21 - $791.73 $1.2M - $1.36M
3.19K $2.34M
VB
Vanguard Small Cap ETF

ETFs
1.77K
+ 4.31%
$237.58 - $259.17 $419K - $457K
42.8K $10.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.72K
+ 6.02%
$49.43 - $54.52 $332K - $366K
118K $6.41M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
9.09K
+ 5.89%
N/A
163K $14M
AIQ
Global X Funds Global X Artifi

ETFs
12.7K
+ 212.13%
$43.2 - $49.66 $550K - $632K
18.7K $925K
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.33K
+ 0.88%
$27.61 - $29.15 $91.9K - $97K
383K $11.2M
MGV
Vanguard Mega Cap Value

ETFs
181
+ 0.22%
$129.46 - $137.85 $23.4K - $25K
82K $11.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
10.9K
+ 122.7%
$50.81 - $51.07 $555K - $558K
19.8K $1.01M
NVDA
Nvidia Corp

Technology
621
+ 4.05%
$153.3 - $186.58 $95.2K - $116K
16K $2.98M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.88K
+ 2.48%
$28.15 - $30.13 $165K - $177K
243K $7.21M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
5.6K
+ 16.44%
$79.89 - $83.25 $447K - $466K
39.7K $3.28M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.18K
+ 0.63%
$25.29 - $28.33 $29.7K - $33.3K
187K $5.23M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
12.3K
+ 1.89%
$22.9 - $23.58 $282K - $290K
662K $15.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
9.3K
+ 12.98%
$46.37 - $47.77 $431K - $444K
80.9K $3.85M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
153
+ 0.04%
$21.69 - $23.34 $3.32K - $3.57K
387K $9.02M
MSFT
Microsoft Corp

Technology
209
+ 1.31%
$491.09 - $535.64 $103K - $112K
16.1K $8.36M
IWS
Ishares Russell Midcap Value E

ETFs
90
+ 0.18%
$132.83 - $140.61 $12K - $12.7K
49.6K $6.93M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.18K
+ 3.37%
$72.04 - $77.35 $85K - $91.3K
36.2K $2.78M
UNH
Unitedhealth Group Inc

Healthcare
265
+ 7.66%
$237.77 - $353.61 $63K - $93.7K
3.73K $1.29M
XOM
Exxon Mobil Corp

Energy
3
+ 0.01%
$105.83 - $117.22 $317 - $352
35K $3.95M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.5K
+ 24.46%
$40.2 - $44.58 $60.3K - $66.8K
7.63K $334K
AMD
Advanced Micro Devices Inc

Technology
322
+ 22.15%
$134.8 - $184.42 $43.4K - $59.4K
1.78K $287K
ROBO
Robo Global Robotics And Autom

ETFs
379
+ 4.0%
$59.49 - $67.23 $22.5K - $25.5K
9.86K $646K
SKYY
First Trust Cloud Computing Et

ETFs
59
+ 1.05%
$118.24 - $138.53 $6.98K - $8.17K
5.67K $762K
AVLV
American Centy ETF Tr Avantis
876
+ 28.29%
$68.33 - $72.69 $59.9K - $63.7K
3.97K $287K
IWP
Ishares Russell Mid Cap Growth

ETFs
253
+ 2.46%
$137.51 - $145.26 $34.8K - $36.8K
10.5K $1.5M
DFIV
Dimensional ETF Tr

ETFs
737
+ 6.85%
$42.66 - $46.53 $31.4K - $34.3K
11.5K $530K
T
At&T Inc.

Communication Services
3.43K
+ 8.5%
$26.94 - $29.62 $92.5K - $102K
43.8K $1.24M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
181
+ 0.21%
$49.05 - $49.99 $8.88K - $9.05K
88.3K $4.39M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.09K
+ 21.11%
$45.26 - $46.63 $49.2K - $50.7K
6.24K $288K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.08%
$393.18 - $439.39 $393 - $439
1.32K $575K
VTV
Vanguard Value ETF

ETFs
10
+ 0.2%
$175.51 - $186.57 $1.76K - $1.87K
4.98K $927K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.18%
$696.56 - $806.32 $697 - $806
561 $446K
UITB
Usaa ETF Tr Core Intermediate

ETFs
123
+ 0.18%
$46.38 - $47.74 $5.7K - $5.87K
70.1K $3.33M
ICF
Ishares Tr

ETFs
490
+ 4.04%
$59.57 - $62.89 $29.2K - $30.8K
12.6K $777K
IAU
Ishares Gold Trust

ETFs
1
+ 0.03%
$61.62 - $72.77 $61.6 - $72.8
3.43K $249K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15
+ 2.49%
$567.77 - $614.76 $8.52K - $9.22K
617 $377K
BOTZ
Global X Fds

ETFs
201
+ 2.62%
$32.14 - $35.96 $6.46K - $7.23K
7.87K $278K
VNQ
Vanguard Specialized Funds Van

ETFs
142
+ 2.91%
$88.47 - $93.24 $12.6K - $13.2K
5.03K $459K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6
+ 0.12%
$62.09 - $66.51 $373 - $399
4.95K $323K
VZ
Verizon Communications Inc

Communication Services
76
+ 0.42%
$40.84 - $45.06 $3.1K - $3.42K
18.1K $795K
Activity Summary
Buys All Purchases 60 New Holdings 7 Increased Positions 53 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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