Burns Matteson Capital Management, LLC Sells in Q2 2025

Burns Matteson Capital Management, LLC

  • $207 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WY
Weyerhaeuser CO

Real Estate
-4.04K
- 4.24%
$24.69 - $29.48 $99.8K - $119K
91.2K $2.34B
INDS
Pacer Fds Tr Benchmark Indl

ETFs
-12K
- 35.86%
$31.58 - $37.56 $380K - $452K
21.5K $796M
UAL
United Airlines Holdings, Inc.

Industrials
-5.62K
- 62.8%
$56.15 - $84.23 $315K - $473K
3.33K $265M
AAPL
Apple Inc.

Technology
-757
- 6.86%
$172.42 - $223.89 $131K - $169K
10.3K $2.11B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-5.75K
- 11.17%
$71.28 - $83.74 $410K - $482K
45.8K $3.83B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-5.7K
- 3.02%
$47.46 - $55.3 $270K - $315K
183K $10.1B
IWP
Ishares Russell Mid Cap Growth

ETFs
-8.44K
- 19.34%
$104.34 - $138.68 $881K - $1.17M
35.2K $4.88B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-5.21K
- 11.14%
N/A
41.6K $3.9B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-196
- 8.48%
$483.48 - $539.8 $94.8K - $106K
2.12K $1.03B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-799
- 1.34%
$68.13 - $74.77 $54.4K - $59.7K
58.9K $4.29B
UNP
Union Pacific Corp

Industrials
-464
- 16.42%
$208.27 - $238.46 $96.6K - $111K
2.36K $543M
VTR
Ventas, Inc.

Real Estate
-106
- 0.61%
$62.45 - $70.08 $6.62K - $7.43K
17.3K $1.09B
Cooper Cos Inc Com
-101
- 1.67%
N/A
5.95K $423M
MA
Mastercard Inc

Financial Services
-199
- 8.63%
$479.92 - $590.74 $95.5K - $118K
2.11K $1.18B
IQV
Iqvia Holdings Inc.

Healthcare
-121
- 4.0%
$137.0 - $174.37 $16.6K - $21.1K
2.91K $458M
ACIW
Aci Worldwide, Inc.

Technology
-151
- 2.02%
$44.59 - $57.17 $6.73K - $8.63K
7.34K $337M
LLY
Eli Lilly & CO

Healthcare
-25
- 2.82%
$713.71 - $898.95 $17.8K - $22.5K
862 $672M
ZTS
Zoetis Inc.

Healthcare
-167
- 6.21%
$144.41 - $170.3 $24.1K - $28.4K
2.52K $393M
CVX
Chevron Corp

Energy
-37
- 2.53%
$133.73 - $168.51 $4.95K - $6.23K
1.43K $204M
DOCU
Docusign, Inc.

Technology
-245
- 4.25%
$70.35 - $93.84 $17.2K - $23K
5.52K $430M
ROP
Roper Technologies Inc

Industrials
-29
- 3.08%
$519.19 - $590.78 $15.1K - $17.1K
914 $518M
AMT
American Tower Corp

Real Estate
-182
- 7.73%
$203.96 - $228.19 $37.1K - $41.5K
2.17K $480M
TJX
Tjx Companies Inc

Consumer Cyclical
-305
- 7.19%
$119.13 - $135.03 $36.3K - $41.2K
3.94K $486M
SUI
Sun Communities Inc

Real Estate
-45
- 0.4%
$114.62 - $132.25 $5.16K - $5.95K
11.2K $1.42B
UNM
Unum Group

Financial Services
-303
- 4.91%
$70.48 - $82.91 $21.4K - $25.1K
5.86K $473M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-610
- 4.39%
$44.68 - $45.96 $27.3K - $28K
13.3K $608M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-261
- 6.38%
$109.83 - $131.67 $28.7K - $34.4K
3.83K $486M
IT
Gartner Inc

Technology
-22
- 3.25%
$377.5 - $449.52 $8.31K - $9.89K
654 $264M
OC
Owens Corning

Industrials
-31
- 1.25%
$126.32 - $147.75 $3.92K - $4.58K
2.46K $338M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.17K
- 11.45%
$60.34 - $74.89 $70.6K - $87.6K
9.05K $677M
ADP
Automatic Data Processing Inc

Industrials
-72
- 3.28%
$276.76 - $326.81 $19.9K - $23.5K
2.12K $655M
NEE
Nextera Energy Inc

Utilities
-39
- 0.47%
$64.11 - $75.0 $2.5K - $2.93K
8.31K $577M
TRV
Travelers Companies, Inc.

Financial Services
-74
- 4.04%
$233.83 - $276.34 $17.3K - $20.4K
1.76K $470M
KO
Coca Cola CO

Consumer Defensive
-135
- 3.58%
$68.37 - $73.9 $9.23K - $9.98K
3.63K $257M
MTCH
Match Group, Inc.

Communication Services
-230
- 1.93%
$27.03 - $31.93 $6.22K - $7.34K
11.7K $360M
CINF
Cincinnati Financial Corp

Financial Services
-74
- 2.4%
$126.6 - $151.6 $9.37K - $11.2K
3.01K $448M
DRI
Darden Restaurants Inc

Consumer Cyclical
-103
- 4.49%
$186.58 - $225.78 $19.2K - $23.3K
2.19K $477M
QCOM
Qualcomm Inc

Technology
-88
- 3.07%
$124.66 - $159.48 $11K - $14K
2.78K $443M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-19
- 0.61%
$67.03 - $80.35 $1.27K - $1.53K
3.08K $245M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-28
- 0.42%
$47.97 - $54.0 $1.34K - $1.51K
6.72K $362M
ADT
Adt Inc.

Industrials
-1.23K
- 2.4%
$7.54 - $8.6 $9.28K - $10.6K
50K $424M
MMM
3 M CO

Industrials
-16
- 0.76%
$126.09 - $154.15 $2.02K - $2.47K
2.08K $317M
ECL
Ecolab Inc.

Basic Materials
-49
- 3.46%
$225.65 - $270.95 $11.1K - $13.3K
1.37K $368M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-110
- 0.79%
$50.09 - $51.09 $5.51K - $5.62K
13.7K $702M
IWM
Ishares Russell 2000 ETF

ETFs
-7
- 0.82%
$174.82 - $215.79 $1.22K - $1.51K
843 $182M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-159
- 0.46%
$37.87 - $42.54 $6.02K - $6.76K
34.4K $1.44B
MKL
Markel Corp

Financial Services
-9
- 3.73%
$1678.5 - $1997.36 $15.1K - $18K
232 $463M
FLQH
Franklin Templeton Libertyq In

ETFs
-317
- 3.77%
N/A
8.1K $289M
GOOG
Alphabet Inc.

Communication Services
-2
- 0.15%
$146.58 - $180.01 $293 - $360
1.31K $232M
Activity Summary
Buys All Purchases 104 New Holdings 46 Increased Positions 58 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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