James J. Burns & Company, LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $556 Million distributed in 143 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $135M, Vanguard Star Fd Vanguard Tota with a value of $35.2M, Vanguard Extended Market ETF with a value of $33.8M, Apple Inc. with a value of $25.9M, and Spdr S&P 500 ETF Trust with a value of $19.9M.
Examining the 13F form we can see an decrease of $18.9M in the current position value, from $575M to 556M.
James J. Burns & Company, LLC is based out at Melville, NY
Below you can find more details about James J. Burns & Company, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$556 Million
ETFs: $468 Million
Technology: $34.8 Million
Financial Services: $10.5 Million
Consumer Cyclical: $9.61 Million
Healthcare: $8.94 Million
Communication Services: $8.41 Million
Consumer Defensive: $6.52 Million
Energy: $4.92 Million
Other: $4.66 Million
Stock Holdings Table Market Cap. of $200 Billions or more
