James J. Burns & Company, LLC Purchases and Sells in Q1 2024

James J. Burns & Company, LLC

$286 Million
Q1 2024

Top Buys

Incresed Positions

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOOG	2 + 0.13%	$262.92 - $306.83 $526 - $614	1.6K $484K

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSPA	75.8K New	$28.9 - $32.81 $2.19M - $2.49M	75.8K $2.46M
UITB	34.7K New	$45.85 - $47.11 $1.59M - $1.63M	34.7K $1.6M
UPS	3.16K New	$139.08 - $161.22 $440K - $510K	3.16K $472K
VOO	489 New	$429.43 - $481.35 $210K - $235K	489 $233K

Top Sells

Reduced Positions

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VV	-152K - 27.44%	$214.62 - $240.49 $32.7M - $36.6M	403K $95.9M
AAPL	-48K - 71.79%	$169.0 - $195.18 $8.11M - $9.36M	18.8K $3.18M
VXF	-53.9K - 29.46%	$157.48 - $175.27 $8.49M - $9.45M	129K $22.1M
VXUS	-148K - 31.77%	$55.74 - $60.35 $8.22M - $8.9M	317K $19M
IVV	-9.5K - 90.26%	$469.56 - $525.73 $4.46M - $5M	1.03K $535K
SCHZ	-82.7K - 29.19%	$45.44 - $46.67 $3.76M - $3.86M	201K $9.13M

Activity Summary All Purchases 5 New Holdings 4 Increased Positions 1 All Sells 76 Reductions 76 Sold out 0 Calls 0 Puts 0

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