Burleson & Company, LLC Purchases in Q4 2022

Burleson & Company, LLC

  • $384 Million
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
5.49K
+ 65.19%
$171.23 - $243.14 $940K - $1.33M
13.9K $3.33M
NKE
Nike, Inc.

Consumer Cyclical
12.6K
+ 120.15%
$85.4 - $117.56 $1.07M - $1.48M
23K $2.69M
ABBV
Abb Vie Inc.

Healthcare
5.01K
+ 15.39%
$138.31 - $165.87 $693K - $832K
37.6K $6.08M
DHR
Danaher Corp

Healthcare
6.08K
+ 693.5%
$241.42 - $282.29 $1.47M - $1.72M
6.96K $1.85M
JNJ
Johnson & Johnson

Healthcare
7.94K
+ 48.77%
$160.2 - $179.79 $1.27M - $1.43M
24.2K $4.28M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.88K
+ 638.05%
$484.71 - $571.37 $1.4M - $1.65M
3.34K $1.84M
LIN
Linde PLC

Basic Materials
4.55K
+ 685.52%
$271.0 - $344.42 $1.23M - $1.57M
5.21K $1.7M
ACN
Accenture PLC

Technology
5.57K
+ 675.15%
$252.72 - $302.91 $1.41M - $1.69M
6.4K $1.71M
PFE
Pfizer Inc

Healthcare
25.8K
+ 113.88%
$41.75 - $54.5 $1.08M - $1.41M
48.5K $2.48M
UPS
United Parcel Service Inc

Industrials
7.87K
+ 88.17%
$159.14 - $190.36 $1.25M - $1.5M
16.8K $2.92M
V
Visa Inc.

Financial Services
6.54K
+ 379.01%
$179.14 - $217.69 $1.17M - $1.42M
8.26K $1.72M
PEP
Pepsico Inc

Consumer Defensive
6.62K
+ 62.47%
$161.61 - $185.9 $1.07M - $1.23M
17.2K $3.11M
WM
Waste Management Inc

Industrials
8.28K
+ 577.34%
$154.73 - $169.85 $1.28M - $1.41M
9.71K $1.52M
LLY
Eli Lilly & CO

Healthcare
232
+ 0.9%
$321.55 - $374.67 $74.6K - $86.9K
26K $9.5M
PG
Procter & Gamble CO

Consumer Defensive
2.78K
+ 9.83%
$123.76 - $153.95 $344K - $428K
31.1K $4.71M
GS
Goldman Sachs Group Inc

Financial Services
2.66K
+ 60.64%
$293.4 - $388.86 $782K - $1.04M
7.06K $2.42M
DE
Deere & CO

Industrials
478
+ 5.81%
$344.05 - $445.7 $164K - $213K
8.71K $3.73M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
28
+ 0.03%
$67.16 - $79.06 $1.88K - $2.21K
99.3K $7.5M
CSCO
Cisco Systems, Inc.

Technology
16.6K
+ 153.31%
$39.58 - $49.97 $655K - $827K
27.4K $1.3M
BAC
Bank Of America Corp

Financial Services
17.5K
+ 21.03%
$29.77 - $38.41 $522K - $674K
101K $3.34M
MRK
Merck & Co., Inc.

Healthcare
3.75K
+ 25.5%
$87.44 - $112.11 $328K - $420K
18.4K $2.05M
AVGO
Broadcom Inc.

Technology
1.15K
+ 358.39%
$427.1 - $574.44 $493K - $663K
1.48K $825K
ADBE
Adobe Inc.

Technology
1.73K
+ 206.92%
$281.52 - $345.96 $488K - $600K
2.57K $865K
TXN
Texas Instruments Inc

Technology
3.48K
+ 76.1%
$148.34 - $180.46 $517K - $629K
8.06K $1.33M
WMT
Walmart Inc.

Consumer Defensive
2.64K
+ 13.6%
$128.56 - $153.48 $340K - $405K
22.1K $3.13M
CVX
Chevron Corp

Energy
716
+ 5.6%
$151.73 - $188.05 $109K - $135K
13.5K $2.42M
QCOM
Qualcomm Inc

Technology
5.3K
+ 199.89%
$103.88 - $126.81 $550K - $672K
7.95K $874K
KO
Coca Cola CO

Consumer Defensive
1.54K
+ 2.67%
$54.39 - $64.37 $83.6K - $98.9K
59.1K $3.76M
SPTL
Spdr Portfolio Long Term Treas

ETFs
17.7K
New
$27.04 - $31.56 $479K - $559K
17.7K $514K
SCHW
Schwab Charles Corp

Financial Services
118
+ 0.27%
$67.43 - $83.26 $7.96K - $9.82K
43.2K $3.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.85K
+ 16.93%
$92.4 - $109.47 $541K - $641K
40.4K $4.02M
UNH
Unitedhealth Group Inc

Healthcare
531
+ 9.19%
$498.86 - $555.15 $265K - $295K
6.31K $3.35M
INTC
Intel Corp

Technology
14.2K
+ 28.43%
$25.04 - $30.71 $355K - $435K
64K $1.69M
DIS
Walt Disney CO

Communication Services
6.75K
+ 26.78%
$84.16 - $106.54 $568K - $719K
31.9K $2.77M
XOM
Exxon Mobil Corp

Energy
1.07K
+ 10.88%
$91.92 - $114.2 $98K - $122K
10.9K $1.2M
BITO
Proshares Tr Bitcoin Strategy

ETFs
46.6K
+ 44.58%
$9.59 - $12.97 $447K - $605K
151K $1.58M
CRM
Salesforce, Inc.

Technology
3.81K
+ 20.33%
$128.21 - $165.27 $489K - $630K
22.6K $2.99M
MA
Mastercard Inc

Financial Services
677
+ 197.38%
$286.05 - $361.17 $194K - $245K
1.02K $354K
COST
Costco Wholesale Corp

Consumer Defensive
716
+ 10.09%
$452.99 - $539.25 $324K - $386K
7.81K $3.57M
AMAT
Applied Materials Inc

Technology
11
+ 0.09%
$74.41 - $111.87 $819 - $1.23K
12.7K $1.24M
T
At&T Inc.

Communication Services
1.23K
+ 2.88%
$14.76 - $19.3 $18.1K - $23.7K
43.9K $807K
AVLV
American Centy ETF Tr Avantis
2.84K
New
$45.92 - $53.52 $130K - $152K
2.84K $142K
NOW
Service Now, Inc.

Technology
323
New
$341.76 - $425.55 $110K - $137K
323 $125K
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 0.01%
$68.48 - $79.94 $137 - $160
13.8K $1.08M
AVUS
American Centy ETF Tr Avantis

ETFs
1.66K
+ 683.88%
$63.25 - $72.69 $105K - $120K
1.9K $129K
EMR
Emerson Electric CO

Industrials
1
+ 0.03%
$75.54 - $98.1 $75.5 - $98.1
3.42K $328K
FFIN
First Financial Bankshares Inc

Financial Services
3K
+ 60.0%
$32.73 - $45.23 $98.2K - $136K
8K $275K
HNNA
Hennessy Advisors Inc

Financial Services
7.91K
+ 83.56%
$8.29 - $9.28 $65.6K - $73.4K
17.4K $145K
VIG
Vanguard Dividend Appreciation

ETFs
355
+ 147.3%
$144.84 - $158.71 $51.4K - $56.3K
596 $90K
Activity Summary
Buys All Purchases 130 New Holdings 32 Increased Positions 98 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 10 Puts 0
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