Burney CO Incresed Positions in Q1 2025

Burney CO

  • $2.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMB
Williams Companies, Inc.

Energy
1.35K
+ 2.78%
$54.02 - $61.09 $72.8K - $82.3K
49.9K $2.98M
NTNX
Nutanix, Inc.

Technology
1.84K
+ 7.21%
$61.28 - $77.44 $113K - $142K
27.3K $1.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.71K
+ 31.3%
$49.25 - $50.66 $331K - $340K
28.2K $1.4M
LAUR
Laureate Education, Inc.

Consumer Defensive
11.9K
+ 32.59%
$18.04 - $20.97 $214K - $249K
48.3K $987K
SHEL
Shell PLC

Energy
51
+ 0.17%
$62.84 - $73.29 $3.2K - $3.74K
30K $2.2M
DOCS
Doximity, Inc.

Healthcare
2.72K
+ 8.01%
$49.71 - $83.14 $135K - $226K
36.6K $2.13M
ES
Eversource Energy

Utilities
1.74K
+ 3.99%
$55.63 - $63.8 $96.5K - $111K
45.2K $2.81M
TSCO
Tractor Supply CO

Consumer Cyclical
1.93K
+ 2.27%
$51.66 - $57.94 $99.5K - $112K
86.7K $4.78M
ADP
Automatic Data Processing Inc

Industrials
279
+ 2.4%
$286.85 - $318.64 $80K - $88.9K
11.9K $3.63M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.67K
+ 7.01%
$120.07 - $144.17 $201K - $241K
25.5K $3.17M
NOC
Northrop Grumman Corp

Industrials
157
+ 5.07%
$433.45 - $513.82 $68.1K - $80.7K
3.25K $1.66M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.88K
+ 70.39%
$25.35 - $27.46 $200K - $216K
19.1K $504K
COST
Costco Wholesale Corp

Consumer Defensive
76
+ 1.82%
$890.62 - $1076.86 $67.7K - $81.8K
4.26K $4.03M
BP
Bp PLC

Energy
57
+ 0.14%
$29.93 - $35.31 $1.71K - $2.01K
41.9K $1.42M
TMO
Thermo Fisher Scientific Inc.

Healthcare
390
+ 46.04%
$497.6 - $606.74 $194K - $237K
1.24K $615K
PFE
Pfizer Inc

Healthcare
13.3K
+ 9.22%
$25.01 - $27.13 $332K - $360K
157K $3.98M
SKY
Skyline Champion Corp

Consumer Cyclical
872
+ 7.12%
$85.72 - $108.14 $74.7K - $94.3K
13.1K $1.24M
VTV
Vanguard Value ETF

ETFs
798
+ 24.49%
$167.73 - $179.21 $134K - $143K
4.06K $700K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.13K
+ 1.55%
$42.5 - $46.71 $48K - $52.7K
74K $3.35M
SOFI
So Fi Technologies, Inc.

Financial Services
44.9K
+ 44.16%
$11.18 - $18.03 $502K - $810K
147K $1.7M
GLD
Spdr Gold Trust

ETFs
310
+ 28.49%
$243.19 - $288.14 $75.4K - $89.3K
1.4K $402K
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
FAST
Fastenal CO

Industrials
110
+ 2.2%
$71.11 - $79.98 $7.82K - $8.8K
5.11K $396K
HUM
Humana Inc

Healthcare
30
+ 1.11%
$249.11 - $303.11 $7.47K - $9.09K
2.73K $722K
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
BDX
Becton Dickinson & CO

Healthcare
52
+ 0.95%
$222.79 - $249.08 $11.6K - $13K
5.52K $1.26M
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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