James J. Burns & Company, LLC Purchases and Sells in Q1 2025

James J. Burns & Company, LLC

$556 Million
Q1 2025

Top Buys

Incresed Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VXUS	9.01K + 1.62%	$58.01 - $64.46 $522K - $581K	564K $35.2M
SPY	5.62K + 18.76%	$551.42 - $612.93 $3.1M - $3.44M	35.6K $19.9M
IEFA	11.2K + 7.27%	$69.57 - $78.65 $777K - $878K	165K $12.6M
MOAT	28.7K + 24.8%	N/A	144K $12.4M
AGG	6.32K + 4.31%	$95.85 - $99.25 $606K - $627K	153K $15.1M
VWO	10.1K + 10.39%	$42.5 - $46.71 $430K - $473K	108K $4.87M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DUK	1.8K New	$105.87 - $121.97 $190K - $219K	1.8K $219K
WM	949 New	$200.54 - $233.78 $190K - $222K	949 $219K
IAU	3.43K New	$49.74 - $58.96 $170K - $202K	3.43K $201K
XLC	2.1K New	$94.84 - $105.31 $199K - $221K	2.1K $200K

Top Sells

Reduced Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VV	-9.94K - 1.84%	$253.32 - $282.66 $2.52M - $2.81M	530K $135M
VXF	-199 - 0.1%	$170.36 - $201.04 $33.9K - $40K	196K $33.8M
SCHG	-13.6K - 2.09%	$24.91 - $29.02 $340K - $396K	640K $16M
NOBL	-21.3K - 83.11%	$97.38 - $104.52 $2.07M - $2.22M	4.32K $435K
SCHB	-19K - 2.58%	$21.23 - $23.75 $404K - $451K	719K $15.4M
MSFT	-101 - 0.61%	$375.39 - $447.2 $37.9K - $45.2K	16.6K $6.22M

Activity Summary All Purchases 68 New Holdings 4 Increased Positions 64 All Sells 50 Reductions 50 Sold out 0 Calls 0 Puts 0

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