Burr Financial Services, LLC Portfolio Holdings by Sector
Burr Financial Services, LLC
- $148 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA AVGO AMD MRVL MPWR 5 stocks |
$68,635
46.31% of portfolio
|
2
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR PANW MSFT ADBE CRWD SNPS 6 stocks |
$26,216
17.69% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$14,634
9.87% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$11,880
8.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$11,565
7.8% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,869
2.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$2,895
1.95% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$2,598
1.75% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V SOFI 3 stocks |
$1,861
1.26% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$1,123
0.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$516
0.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
SFM 1 stocks |
$485
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SOUN 1 stocks |
$462
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
TPH 1 stocks |
$420
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$289
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$263
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PCG 1 stocks |
$246
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC 1 stocks |
$243
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|