Burney CO Incresed Positions in Q4 2024

Burney CO

  • $2.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
YUM
Yum Brands Inc

Consumer Cyclical
810
+ 10.3%
$130.36 - $139.54 $106K - $113K
8.68K $1.16M
T
At&T Inc.

Communication Services
1.39K
+ 3.69%
$21.22 - $23.88 $29.5K - $33.2K
39K $889K
IVZ
Invesco Ltd.

Financial Services
3.51K
+ 32.11%
$16.78 - $18.63 $58.9K - $65.4K
14.5K $252K
VCR
Vanguard Consumer Discretionar

ETFs
46
+ 3.79%
$328.51 - $401.37 $15.1K - $18.5K
1.26K $472K
MO
Altria Group, Inc.

Consumer Defensive
896
+ 10.4%
$49.06 - $57.74 $44K - $51.7K
9.52K $497K
IBM
International Business Machines Corp

Technology
337
+ 1.84%
$204.9 - $238.04 $69.1K - $80.2K
18.6K $4.1M
NRZ
New Residential Investment Corp.

Real Estate
6.6K
+ 5.85%
N/A
119K $865K
CBOE
Cboe Global Markets, Inc.

Financial Services
523
+ 8.21%
$191.61 - $217.84 $100K - $114K
6.89K $1.35M
ABC
Amerisourcebergen Corp

Healthcare
238
+ 0.19%
N/A
125K $23.1M
CRS
Carpenter Technology Corp

Industrials
120
+ 6.23%
$149.5 - $196.14 $17.9K - $23.5K
2.05K $347K
SKY
Skyline Champion Corp

Consumer Cyclical
1.16K
+ 10.5%
$88.1 - $108.92 $103K - $127K
12.3K $1.08M
LPX
Louisiana Pacific Corp

Industrials
347
+ 13.26%
$98.02 - $120.27 $34K - $41.7K
2.96K $306K
INCY
Incyte Corp

Healthcare
223
+ 7.34%
$65.08 - $83.38 $14.5K - $18.6K
3.26K $225K
ENB
Enbridge Inc

Energy
300
+ 4.71%
$40.4 - $43.92 $12.1K - $13.2K
6.67K $282K
GLD
Spdr Gold Trust

ETFs
92
+ 9.24%
$236.59 - $257.5 $21.8K - $23.7K
1.09K $263K
VTV
Vanguard Value ETF

ETFs
196
+ 6.4%
$168.32 - $181.87 $33K - $35.6K
3.26K $551K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
86
+ 0.71%
$84.34 - $95.14 $7.25K - $8.18K
12.2K $1.07M
JKHY
Henry Jack & Associates Inc

Technology
106
+ 2.01%
$171.12 - $186.18 $18.1K - $19.7K
5.39K $945K
XLK
Technology Sector Spdr

ETFs
2
+ 0.17%
$220.26 - $241.44 $441 - $483
1.16K $270K
VGSH
Vanguard

ETFs
265
+ 2.95%
$58.02 - $58.88 $15.4K - $15.6K
9.26K $538K
CTVA
Corteva, Inc.

Basic Materials
266
+ 6.28%
$55.21 - $64.13 $14.7K - $17.1K
4.51K $256K
GPC
Genuine Parts CO

Consumer Cyclical
850
+ 20.84%
$113.11 - $143.63 $96.1K - $122K
4.93K $575K
INTU
Intuit Inc

Technology
1
+ 0.24%
$602.01 - $706.25 $602 - $706
426 $267K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
931
+ 9.07%
$26.16 - $28.82 $24.4K - $26.8K
11.2K $293K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8
+ 0.1%
$61.68 - $67.87 $493 - $543
8.39K $522K
BRNY
Ea Ser Tr Burney Us Factor Rot
179K
+ 2.9%
N/A
6.36M $0
BRO
Brown & Brown, Inc.

Financial Services
25
+ 0.95%
$100.93 - $113.42 $2.52K - $2.84K
2.66K $270K
WD
Walker & Dunlop, Inc.

Financial Services
750
+ 15.25%
$95.69 - $116.27 $71.8K - $87.2K
5.67K $551K
A
Agilent Technologies, Inc.

Healthcare
110
+ 6.26%
$125.69 - $146.56 $13.8K - $16.1K
1.87K $250K
SU
Suncor Energy Inc

Energy
100
+ 0.48%
$34.5 - $41.53 $3.45K - $4.15K
20.7K $739K
CMC
Commercial Metals CO

Basic Materials
151
+ 2.66%
$49.22 - $63.32 $7.43K - $9.56K
5.83K $289K
KMB
Kimberly Clark Corp

Consumer Defensive
740
+ 6.77%
$130.37 - $146.09 $96.5K - $108K
11.7K $1.53M
IEFA
Ishares Tr

ETFs
12
+ 0.35%
$70.06 - $77.43 $841 - $929
3.45K $242K
ZTS
Zoetis Inc.

Healthcare
627
+ 15.21%
$162.24 - $194.42 $102K - $122K
4.75K $773K
BCC
Boise Cascade CO

Basic Materials
927
+ 14.13%
$118.79 - $152.5 $110K - $141K
7.49K $890K
PPG
Ppg Industries Inc

Basic Materials
280
+ 5.29%
$119.09 - $131.37 $33.3K - $36.8K
5.57K $665K
MDT
Medtronic PLC

Healthcare
555
+ 6.44%
$79.61 - $92.24 $44.2K - $51.2K
9.17K $732K
CHKP
Check Point Software Technologies LTD

Technology
2
+ 0.03%
$170.18 - $209.01 $340 - $418
7.36K $1.37M
EFA
Ishares Tr Msci Eafe ETF

ETFs
353
+ 3.95%
$75.1 - $82.99 $26.5K - $29.3K
9.29K $702K
SJM
J M Smucker CO

Consumer Defensive
130
+ 2.36%
$106.92 - $121.75 $13.9K - $15.8K
5.63K $619K
BDX
Becton Dickinson & CO

Healthcare
38
+ 0.7%
$220.02 - $243.75 $8.36K - $9.26K
5.47K $1.24M
AOS
Smith A O Corp

Industrials
1
+ 0.03%
$68.02 - $88.94 $68 - $88.9
3.65K $249K
SHEL
Shell PLC

Energy
133
+ 0.45%
$60.63 - $70.23 $8.06K - $9.34K
30K $1.88M
OTIS
Otis Worldwide Corp

Industrials
60
+ 0.61%
$92.57 - $106.01 $5.55K - $6.36K
9.91K $918K
AZN
Astrazeneca PLC

Healthcare
872
+ 5.81%
$63.2 - $79.58 $55.1K - $69.4K
15.9K $1.04M
IMO
Imperial Oil LTD

Energy
1.87K
+ 5.93%
$61.13 - $79.21 $114K - $148K
33.4K $2.06M
NKE
Nike, Inc.

Consumer Cyclical
40
+ 0.3%
$73.36 - $89.13 $2.93K - $3.57K
13.2K $996K
TGT
Target Corp

Consumer Defensive
52
+ 0.62%
$121.59 - $160.69 $6.32K - $8.36K
8.42K $1.14M
CL
Colgate Palmolive CO

Consumer Defensive
1.03K
+ 4.57%
$90.22 - $102.31 $92.9K - $105K
23.5K $2.14M
Activity Summary
Buys All Purchases 204 New Holdings 30 Increased Positions 174 Sells All Sells 315 Reductions 315 Sold out 0 Options Calls 0 Puts 0
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