Burr Financial Services, LLC Portfolio Holdings by Sector
Burr Financial Services, LLC
- $118 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA AVGO TSM MPWR MRVL AMD 6 stocks |
$45,311
38.37% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR PANW CRWD SNPS MSFT ADBE 6 stocks |
$27,260
23.09% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$14,161
11.99% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$10,068
8.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER SOUN 2 stocks |
$6,766
5.73% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$5,198
4.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$4,352
3.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,827
1.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$855
0.72% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$456
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
ACHR 1 stocks |
$438
0.37% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
TPH 1 stocks |
$370
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$312
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$293
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC 1 stocks |
$243
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PCG 1 stocks |
$170
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|