James J. Burns & Company, LLC Portfolio Holdings
James J. Burns & Company, LLC
- $609 Million
- Q2 2025
James J. Burns & Company, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $609 Million distributed in 156 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $148M, Vanguard Star Fd Vanguard Tota with a value of $38.2M, Vanguard Extended Market ETF with a value of $37.7M, Spdr S&P 500 ETF Trust with a value of $26.3M, and Apple Inc. with a value of $23.8M.
Examining the 13F form we can see an increase of $53.1M in the current position value, from $556M to 609M.
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.