James J. Burns & Company, LLC Incresed Positions in Q4 2024

James J. Burns & Company, LLC

  • $575 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TECL
Direxion Daily Technology Bull

ETFs
2
+ 0.05%
$81.25 - $102.52 $163 - $205
3.74K $339K
PEP
Pepsico Inc

Consumer Defensive
300
+ 14.96%
$151.29 - $176.1 $45.4K - $52.8K
2.31K $350K
IWM
Ishares Russell 2000 ETF

ETFs
19
+ 0.79%
$216.13 - $242.4 $4.11K - $4.61K
2.42K $534K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.41K
+ 11.72%
$60.13 - $67.31 $205K - $229K
32.5K $1.97M
DFIV
Dimensional ETF Tr

ETFs
554
+ 7.67%
$34.86 - $37.97 $19.3K - $21K
7.78K $276K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
99
+ 0.8%
$23.42 - $24.25 $2.32K - $2.4K
12.4K $293K
SBUX
Starbucks Corp

Consumer Cyclical
71
+ 2.42%
$87.44 - $102.5 $6.21K - $7.28K
3.01K $274K
MCD
Mcdonalds Corp

Consumer Cyclical
7
+ 0.71%
$288.47 - $316.54 $2.02K - $2.22K
997 $290K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
32
+ 0.5%
$73.19 - $81.02 $2.34K - $2.59K
6.47K $480K
PFE
Pfizer Inc

Healthcare
605
+ 4.23%
$24.8 - $30.19 $15K - $18.3K
14.9K $396K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
49
+ 1.17%
$70.1 - $76.53 $3.43K - $3.75K
4.24K $300K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
29
+ 0.96%
$89.81 - $104.0 $2.6K - $3.02K
3.05K $275K
CAT
Caterpillar Inc

Industrials
1
+ 0.11%
$360.37 - $416.88 $360 - $417
911 $331K
HD
Home Depot, Inc.

Consumer Cyclical
251
+ 3.28%
$385.02 - $431.37 $96.6K - $108K
7.9K $3.07M
UITB
Usaa ETF Tr Core Intermediate

ETFs
2.27K
+ 3.24%
$45.83 - $48.07 $104K - $109K
72.3K $3.32M
VNQ
Vanguard Specialized Funds Van

ETFs
5
+ 0.1%
$87.85 - $98.6 $439 - $493
4.88K $434K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
147K
+ 197.58%
$27.54 - $83.04 $4.06M - $12.2M
222K $6.16M
SCHC
Schwab Strategic Tr Intl Small

ETFs
670
+ 3.13%
$33.93 - $38.37 $22.7K - $25.7K
22.1K $758K
VZ
Verizon Communications Inc

Communication Services
48
+ 0.27%
$39.6 - $45.21 $1.9K - $2.17K
17.6K $702K
EFG
Msci Eafe Growth ETF

ETFs
31
+ 0.35%
$96.83 - $106.88 $3K - $3.31K
8.81K $853K
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.01%
$90.22 - $102.31 $90.2 - $102
8.92K $811K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
869
+ 1.51%
$26.63 - $30.23 $23.1K - $26.3K
58.4K $1.56M
SCHV
Schwab Strategic Tr Us Large C

ETFs
250K
+ 204.3%
$25.79 - $80.4 $6.45M - $20.1M
372K $9.71M
LLY
Eli Lilly & CO

Healthcare
100
+ 4.98%
$727.2 - $932.06 $72.7K - $93.2K
2.11K $1.63M
EFA
Ishares Tr Msci Eafe ETF

ETFs
301
+ 1.35%
$75.1 - $82.99 $22.6K - $25K
22.5K $1.7M
IEMG
Ishares Inc

ETFs
2.98K
+ 4.42%
N/A
70.4K $3.68M
VEA
Vanguard Ftse Developed Market

ETFs
747
+ 0.9%
$47.57 - $52.44 $35.5K - $39.2K
83.3K $3.98M
IXUS
Ishares Tr

ETFs
1.84K
+ 2.37%
$65.95 - $72.56 $121K - $133K
79.3K $5.25M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
207K
+ 104.04%
$18.41 - $40.87 $3.82M - $8.47M
406K $7.52M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
21.8K
+ 4.09%
$58.88 - $64.8 $1.28M - $1.41M
555K $32.7M
Activity Summary
Buys All Purchases 93 New Holdings 12 Increased Positions 81 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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