James J. Burns & Company, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $553 Million distributed in 141 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $145M, Vanguard Extended Market ETF with a value of $35.6M, Vanguard Star Fd Vanguard Tota with a value of $34.5M, Apple Inc. with a value of $26.8M, and Schwab Strategic Tr Us Large C with a value of $17.5M.
Examining the 13F form we can see an increase of $44.4M in the current position value, from $508M to 553M.
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
$553 Million
ETFs: $474 Million
Technology: $35.1 Million
Consumer Cyclical: $9.37 Million
Communication Services: $8.83 Million
Financial Services: $8.33 Million
Healthcare: $8.3 Million
Consumer Defensive: $3.79 Million
Energy: $2.15 Million
Other: $2.84 Million
Stock Holdings Table Market Cap. of $200 Billions or more
