James J. Burns & Company, LLC Incresed Positions in Q3 2024

James J. Burns & Company, LLC

  • $553 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
8.08K
+ 60.94%
$517.38 - $573.86 $4.18M - $4.64M
21.3K $12.2M
AAPL
Apple Inc.

Technology
3.39K
+ 3.04%
$207.23 - $234.82 $702K - $796K
115K $26.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11.5K
+ 2.2%
$58.03 - $65.37 $667K - $751K
533K $34.5M
VXF
Vanguard Extended Market ETF

ETFs
1.29K
+ 0.66%
$163.98 - $182.92 $212K - $236K
196K $35.6M
VO
Vanguard Mid Cap ETF

ETFs
3.94K
+ 10.58%
$237.84 - $263.83 $937K - $1.04M
41.2K $10.9M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8.52K
+ 8.72%
$85.84 - $85.84 $731K - $731K
106K $10.3M
IEFA
Ishares Tr

ETFs
13.5K
+ 11.19%
$70.09 - $78.74 $944K - $1.06M
134K $10.4M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
33.5K
+ 17.44%
$32.44 - $36.11 $1.09M - $1.21M
226K $8.14M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.36K
+ 2.61%
$59.93 - $66.52 $381K - $423K
250K $16.6M
VB
Vanguard Small Cap ETF

ETFs
2.68K
+ 8.68%
$214.77 - $237.72 $576K - $638K
33.6K $7.97M
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.62K
+ 3.05%
$73.43 - $80.37 $266K - $291K
122K $9.84M
NVDA
Nvidia Corp

Technology
7.7K
+ 145.34%
$98.91 - $134.91 $762K - $1.04M
13K $1.58M
MGV
Vanguard Mega Cap Value

ETFs
168
+ 0.2%
$118.0 - $128.28 $19.8K - $21.6K
83.3K $10.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.7K
+ 14.82%
$41.9 - $48.26 $447K - $515K
82.6K $3.95M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.24K
+ 3.23%
$36.98 - $41.55 $231K - $259K
199K $8.19M
HD
Home Depot, Inc.

Consumer Cyclical
150
+ 2.0%
$333.64 - $405.2 $50K - $60.8K
7.65K $3.1M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
2.13K
+ 3.06%
$61.71 - $68.15 $132K - $145K
71.7K $4.86M
IXUS
Ishares Tr

ETFs
780
+ 1.02%
$64.9 - $73.35 $50.6K - $57.2K
77.5K $5.63M
SCHA
Schwab Strategic Tr Us Small C

ETFs
887
+ 0.98%
$46.9 - $51.96 $41.6K - $46.1K
91.6K $4.72M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
265
+ 0.36%
$75.47 - $83.18 $20K - $22K
74.6K $6.2M
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.19K
+ 21.47%
$45.87 - $48.53 $330K - $349K
40.7K $1.96M
NYF
Ishares New York Muni Bond ETF

ETFs
5.66K
+ 6.94%
$53.13 - $54.36 $300K - $307K
87.1K $4.74M
WVE
Wave Life Sciences Ltd.

Healthcare
10.1K
+ 11.23%
$5.12 - $9.01 $51.8K - $91.1K
100K $821K
IEMG
Ishares Inc

ETFs
1.59K
+ 2.42%
$53.64 - $53.64 $85.5K - $85.5K
67.5K $3.87M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
161
+ 3.54%
$405.19 - $478.57 $65.2K - $77K
4.71K $2.17M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.14K
+ 7.93%
$60.13 - $68.17 $128K - $146K
29.1K $1.97M
UNH
Unitedhealth Group Inc

Healthcare
13
+ 0.37%
$488.01 - $604.18 $6.34K - $7.85K
3.5K $2.04M
MA
Mastercard Inc

Financial Services
132
+ 5.35%
$429.6 - $500.99 $56.7K - $66.1K
2.6K $1.28M
COST
Costco Wholesale Corp

Consumer Defensive
191
+ 34.48%
$801.83 - $917.05 $153K - $175K
745 $661K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
808
+ 0.91%
$47.95 - $49.61 $38.7K - $40.1K
89.3K $4.41M
UITB
Usaa ETF Tr Core Intermediate

ETFs
546
+ 0.79%
$45.71 - $48.29 $25K - $26.4K
70.1K $3.36M
JPM
Jpmorgan Chase & CO

Financial Services
436
+ 6.3%
$194.9 - $224.8 $85K - $98K
7.36K $1.55M
COP
Conocophillips

Energy
1.61K
+ 71.37%
$102.3 - $116.61 $164K - $187K
3.85K $405K
AMZN
Amazon Com Inc

Consumer Cyclical
1.28K
+ 8.82%
$161.02 - $200.0 $206K - $256K
15.8K $2.94M
CAT
Caterpillar Inc

Industrials
220
+ 31.88%
$316.8 - $391.12 $69.7K - $86K
910 $356K
EFA
Ishares Tr Msci Eafe ETF

ETFs
117
+ 0.53%
$75.32 - $84.37 $8.81K - $9.87K
22.2K $1.86M
SHW
Sherwin Williams CO

Basic Materials
150
+ 18.75%
$294.65 - $384.0 $44.2K - $57.6K
950 $362K
ORCL
Oracle Corp

Technology
423
+ 29.68%
$125.9 - $170.35 $53.3K - $72.1K
1.85K $316K
VTV
Vanguard Value ETF

ETFs
216
+ 4.01%
$159.75 - $174.57 $34.5K - $37.7K
5.6K $978K
SKYY
First Trust Cloud Computing Et

ETFs
699
+ 16.6%
$86.45 - $102.48 $60.4K - $71.6K
4.91K $502K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.11K
+ 11.02%
$52.1 - $59.66 $58K - $66.4K
11.2K $665K
ROBO
Robo Global Robotics And Autom

ETFs
1.15K
+ 14.46%
$50.56 - $58.65 $57.9K - $67.2K
9.06K $518K
VNQ
Vanguard Specialized Funds Van

ETFs
164
+ 3.48%
$82.97 - $98.97 $13.6K - $16.2K
4.87K $475K
DHR
Danaher Corp

Healthcare
106
+ 6.27%
$239.25 - $280.76 $25.4K - $29.8K
1.8K $499K
VZ
Verizon Communications Inc

Communication Services
46
+ 0.26%
$38.89 - $45.0 $1.79K - $2.07K
17.5K $787K
SCHC
Schwab Strategic Tr Intl Small

ETFs
45
+ 0.21%
$34.48 - $38.87 $1.55K - $1.75K
21.4K $825K
IBB
Ishares Biotechnology ETF

ETFs
347
+ 20.36%
$135.09 - $149.47 $46.9K - $51.9K
2.05K $298K
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.01%
$95.54 - $108.77 $95.5 - $109
8.92K $926K
MCD
Mcdonalds Corp

Consumer Cyclical
25
+ 2.59%
$245.82 - $304.51 $6.15K - $7.61K
990 $302K
Activity Summary
Buys All Purchases 83 New Holdings 14 Increased Positions 69 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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