Burney CO Portfolio Holdings
Burney CO
- $2.49 Billion
- Q4 2024
Burney CO has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.49 Billion distributed in 632 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $118M, Vanguard Intermediate Term Tre with a value of $59.6M, Microsoft Corp with a value of $54.2M, Alphabet Inc. with a value of $52M, and Meta Platforms, Inc. with a value of $45M.
Examining the 13F form we can see an decrease of $54M in the current position value, from $2.54B to 2.49B.
Burney CO is based out at Reston, VA
Below you can find more details about Burney CO portfolio as well as his latest detailed transactions.
Portfolio value
$2.49 Billion
Technology: $611 Million
Consumer Cyclical: $353 Million
Financial Services: $338 Million
Industrials: $300 Million
Healthcare: $277 Million
ETFs: $158 Million
Communication Services: $138 Million
Consumer Defensive: $107 Million
Other: $207 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 632
- Current Value $2.49 Billion
- Prior Value $2.54 Billion
- Filing
- Period Q4 2024
- Filing Date January 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 30 stocks
- Additional Purchases 174 stocks
- Sold out of 0 stocks
- Reduced holdings in 315 stocks