Burleson & Company, LLC New Holdings in Q4 2022

Burleson & Company, LLC

  • $384 Million
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
17.7K
New
$27.04 - $31.56 $479K - $559K
17.7K $514K
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
XLF
Financial Sector Spdr

ETFs
984
New
$30.29 - $36.31 $29.8K - $35.7K
984 $33K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
258
New
$80.62 - $95.15 $20.8K - $24.5K
258 $23K
IGV
Ishares Expanded Tech Software

ETFs
91
New
$48.41 - $274.91 $4.41K - $25K
91 $23K
XLG
Invesco Exchange Traded Fd Tr

ETFs
71
New
$26.66 - $298.01 $1.89K - $21.2K
71 $19K
D
Dominion Energy, Inc

Utilities
160
New
$57.96 - $71.5 $9.27K - $11.4K
160 $9K
AEP
American Electric Power CO Inc

Utilities
105
New
$82.99 - $98.62 $8.71K - $10.4K
105 $9K
MMP
Magellan Midstream Partners, L.P.

Energy
168
New
$46.99 - $53.95 $7.89K - $9.06K
168 $8K
EIX
Edison International

Utilities
120
New
$54.94 - $67.86 $6.59K - $8.14K
120 $7K
OXY
Occidental Petroleum Corp

Energy
50
New
$61.8 - $75.44 $3.09K - $3.77K
50 $3K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
23
New
$45.12 - $48.04 $1.04K - $1.1K
23 $1K
DSI
Ishares Msci Kld 400 Social Et

ETFs
17
New
$66.36 - $76.94 $1.13K - $1.31K
17 $1K
SDG
Ishares Trust Ishares Msci Glo

ETFs
7
New
$69.82 - $81.82 $489 - $573
7 $0
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6
New
$55.83 - $67.96 $335 - $408
6 $0
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
30
New
$23.19 - $23.94 $696 - $718
30 $0
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
35
New
$21.15 - $23.06 $740 - $807
35 $0
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
16
New
$26.89 - $31.56 $430 - $505
16 $0
DLR
Digital Realty Trust, Inc.

Real Estate
0
New
$89.68 - $112.43 $0 - $0
0 $0
HYMC
Hycroft Mining Holding Corp

Basic Materials
350
New
$0.46 - $7.44 $161 - $2.6K
350 $0
Momentus Inc
17
New
N/A
17 $0
Raytheon Technologies Corp
23.6K
New
N/A
23.6K $0
Invesco Qqq Tr
69.1K
New
N/A
69.1K $0
Flaherty & Crumrine Pfd Inco
1.25K
New
N/A
1.25K $0
Target Corp
197
New
N/A
197 $0
Edwards Lifesciences Corp
24
New
N/A
24 $0
Fortinet Inc
1.46K
New
N/A
1.46K $0
CRWD
Crowd Strike Holdings, Inc.

Technology
8
New
$99.96 - $178.39 $800 - $1.43K
8 $0
GME
Game Stop Corp.

Consumer Cyclical
40
New
$17.92 - $28.39 $717 - $1.14K
40 $0
Travelers Companies Inc
106
New
N/A
106 $0
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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