Burney CO Purchases in Q1 2025

Burney CO

  • $2.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
1.35K
+ 16.63%
$99.85 - $100.19 $135K - $136K
9.5K $951K
AZN
Astrazeneca PLC

Healthcare
81
+ 0.51%
$65.37 - $77.96 $5.29K - $6.31K
16K $1.17M
AME
Ametek Inc

Industrials
1.28K
+ 11.79%
$170.39 - $190.43 $217K - $243K
12.1K $2.08M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.18K
+ 20.92%
$95.85 - $99.25 $113K - $117K
6.84K $676K
CL
Colgate Palmolive CO

Consumer Defensive
652
+ 2.77%
$85.68 - $97.5 $55.9K - $63.6K
24.2K $2.27M
TPR
Tapestry, Inc.

Consumer Cyclical
369
+ 1.86%
$65.63 - $89.21 $24.2K - $32.9K
20.2K $1.42M
BRBR
Bellring Brands, Inc.

Consumer Defensive
4.04K
+ 1.98%
$65.4 - $79.39 $264K - $321K
208K $15.5M
DRI
Darden Restaurants Inc

Consumer Cyclical
363
+ 18.3%
$180.02 - $208.56 $65.3K - $75.7K
2.35K $487K
BRO
Brown & Brown, Inc.

Financial Services
455
+ 17.14%
$100.54 - $124.4 $45.7K - $56.6K
3.11K $386K
LGND
Ligand Pharmaceuticals Inc

Healthcare
1.34K
+ 9.92%
$105.14 - $122.23 $141K - $164K
14.9K $1.56M
VEA
Vanguard Ftse Developed Market

ETFs
1.22K
+ 14.08%
$47.4 - $52.99 $57.9K - $64.8K
9.9K $503K
EFA
Ishares Tr Msci Eafe ETF

ETFs
371
+ 3.99%
$74.85 - $84.89 $27.8K - $31.5K
9.66K $789K
INTU
Intuit Inc

Technology
136
+ 31.92%
$555.63 - $630.23 $75.6K - $85.7K
562 $345K
IVZ
Invesco Ltd.

Financial Services
7.14K
+ 49.4%
$14.82 - $19.34 $106K - $138K
21.6K $327K
C
Citigroup Inc

Financial Services
461
+ 0.68%
$67.23 - $84.63 $31K - $39K
67.8K $4.82M
VO
Vanguard Mid Cap ETF

ETFs
279
+ 25.02%
$251.87 - $277.95 $70.3K - $77.5K
1.39K $360K
GIS
General Mills Inc

Consumer Defensive
1.83K
+ 16.65%
$57.56 - $65.3 $105K - $119K
12.8K $765K
IEFA
Ishares Tr

ETFs
618
+ 17.91%
$69.57 - $78.65 $43K - $48.6K
4.07K $307K
EPD
Enterprise Products Partners L.P.

Energy
323
+ 2.07%
$31.75 - $34.14 $10.3K - $11K
15.9K $544K
VTI
Vanguard Total Stock Market Et

ETFs
372
+ 10.98%
$271.18 - $303.12 $101K - $113K
3.76K $1.03M
SJM
J M Smucker CO

Consumer Defensive
16
+ 0.28%
$100.41 - $118.41 $1.61K - $1.89K
5.64K $668K
CRWD
Crowd Strike Holdings, Inc.

Technology
47
+ 2.16%
$308.86 - $455.36 $14.5K - $21.4K
2.22K $782K
HUM
Humana Inc

Healthcare
30
+ 1.11%
$249.11 - $303.11 $7.47K - $9.09K
2.73K $722K
FAST
Fastenal CO

Industrials
110
+ 2.2%
$71.11 - $79.98 $7.82K - $8.8K
5.11K $396K
LDOS
Leidos Holdings, Inc.

Technology
383
+ 22.04%
$126.82 - $161.11 $48.6K - $61.7K
2.12K $286K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
240
+ 1.52%
$76.94 - $78.28 $18.5K - $18.8K
16K $1.25M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.1K
+ 13.14%
$57.21 - $65.8 $63.1K - $72.6K
9.5K $554K
F
Ford Motor CO

Consumer Cyclical
1.99K
+ 7.04%
$9.12 - $10.43 $18.1K - $20.7K
30.2K $303K
BDX
Becton Dickinson & CO

Healthcare
52
+ 0.95%
$222.79 - $249.08 $11.6K - $13K
5.52K $1.26M
MKC
Mccormick & CO Inc

Consumer Defensive
25
+ 0.7%
$71.24 - $84.73 $1.78K - $2.12K
3.61K $296K
BRX
Brixmor Property Group Inc.

Real Estate
1.05K
+ 1.57%
N/A
67.9K $1.54M
YOU
Clear Secure, Inc.

Technology
1.17K
+ 8.85%
$22.12 - $27.62 $25.8K - $32.2K
14.3K $371K
PEP
Pepsico Inc

Consumer Defensive
454
+ 2.07%
$142.64 - $156.42 $64.8K - $71K
22.3K $3.35M
OKE
Oneok Inc

Energy
285
+ 4.31%
$89.57 - $109.85 $25.5K - $31.3K
6.9K $684K
SYK
Stryker Corp

Healthcare
17
+ 2.25%
$355.18 - $399.9 $6.04K - $6.8K
772 $287K
DFAE
Dimensional ETF Tr

ETFs
428
+ 5.13%
$24.64 - $26.86 $10.5K - $11.5K
8.78K $227K
JCI
Johnson Controls International PLC

Industrials
68
+ 0.75%
$76.12 - $90.6 $5.18K - $6.16K
9.15K $733K
AVY
Avery Dennison Corp

Industrials
148
+ 11.13%
$174.58 - $195.91 $25.8K - $29K
1.48K $263K
UNF
Unifirst Corp

Industrials
2
+ 0.04%
$169.33 - $230.5 $339 - $461
4.82K $838K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
311
+ 0.66%
$49.78 - $53.19 $15.5K - $16.5K
47.4K $2.42M
NRZ
New Residential Investment Corp.

Real Estate
1.4K
+ 1.17%
N/A
121K $875K
ABR
Arbor Realty Trust Inc

Real Estate
4.96K
+ 19.89%
$11.68 - $13.98 $57.9K - $69.4K
29.9K $351K
AYI
Acuity Brands Inc

Industrials
143
+ 12.67%
$257.8 - $337.07 $36.9K - $48.2K
1.27K $334K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
221
+ 2.96%
$26.34 - $31.72 $5.82K - $7.01K
7.7K $213K
MPWR
Monolithic Power Systems Inc

Technology
20
+ 2.16%
$565.7 - $720.25 $11.3K - $14.4K
946 $548K
TTE
Total Energies Se

Energy
9
+ 0.16%
N/A
5.66K $388K
Vanguard Wellington Fd
2.66K
New
N/A
2.66K $0
Solventum Corp
2.71K
New
N/A
2.71K $0
Lam Research Corp
113K
+ 62.69%
N/A
294K $0
Activity Summary
Buys All Purchases 188 New Holdings 31 Increased Positions 157 Sells All Sells 326 Reductions 326 Sold out 0 Options Calls 0 Puts 0
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