James J. Burns & Company, LLC Incresed Positions in Q1 2025

James J. Burns & Company, LLC

  • $556 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.01K
+ 1.62%
$58.01 - $64.46 $522K - $581K
564K $35.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.62K
+ 18.76%
$551.42 - $612.93 $3.1M - $3.44M
35.6K $19.9M
IEFA
Ishares Tr

ETFs
11.2K
+ 7.27%
$69.57 - $78.65 $777K - $878K
165K $12.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
28.7K
+ 24.8%
N/A
144K $12.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.32K
+ 4.31%
$95.85 - $99.25 $606K - $627K
153K $15.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.1K
+ 10.39%
$42.5 - $46.71 $430K - $473K
108K $4.87M
IXUS
Ishares Tr

ETFs
732
+ 0.92%
$65.06 - $72.31 $47.6K - $52.9K
80K $5.62M
VO
Vanguard Mid Cap ETF

ETFs
2.65K
+ 6.05%
$251.87 - $277.95 $668K - $737K
46.5K $12M
JCPB
J P Morgan Exchange Traded Fd

ETFs
6.43K
+ 12.27%
$45.56 - $47.23 $293K - $303K
58.8K $2.76M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.04%
$442.66 - $534.52 $885 - $1.07K
4.68K $2.46M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.87K
+ 5.75%
$59.28 - $66.1 $111K - $123K
34.3K $2.21M
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.61K
+ 0.97%
$25.77 - $27.6 $93K - $99.6K
376K $9.9M
IEMG
Ishares Inc

ETFs
1.06K
+ 1.51%
N/A
71.5K $3.84M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.09%
$725.72 - $929.72 $1.45K - $1.86K
2.11K $1.74M
ABBV
Abb Vie Inc.

Healthcare
240
+ 13.59%
$169.2 - $216.66 $40.6K - $52K
2.01K $420K
DFIV
Dimensional ETF Tr

ETFs
1.74K
+ 22.43%
$35.33 - $40.77 $61.6K - $71.1K
9.52K $377K
V
Visa Inc.

Financial Services
49
+ 2.54%
$306.92 - $362.71 $15K - $17.8K
1.98K $694K
UNH
Unitedhealth Group Inc

Healthcare
10
+ 0.29%
$461.52 - $548.18 $4.62K - $5.48K
3.42K $1.79M
COST
Costco Wholesale Corp

Consumer Defensive
45
+ 5.82%
$890.62 - $1076.86 $40.1K - $48.5K
818 $773K
COP
Conocophillips

Energy
400
+ 11.76%
$88.6 - $105.85 $35.4K - $42.3K
3.8K $399K
PG
Procter & Gamble CO

Consumer Defensive
212
+ 2.76%
$158.56 - $176.26 $33.6K - $37.4K
7.9K $1.35M
CVX
Chevron Corp

Energy
40
+ 1.94%
$146.71 - $167.97 $5.87K - $6.72K
2.1K $351K
IBB
Ishares Biotechnology ETF

ETFs
421
+ 17.83%
$130.29 - $140.56 $54.9K - $59.2K
2.78K $362K
META
Meta Platforms, Inc.

Communication Services
103
+ 9.43%
$576.74 - $736.67 $59.4K - $75.9K
1.2K $689K
SCHC
Schwab Strategic Tr Intl Small

ETFs
51
+ 0.23%
$33.57 - $37.22 $1.71K - $1.9K
22.1K $800K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
629
+ 5.38%
$62.72 - $71.92 $39.5K - $45.2K
12.3K $781K
IBM
International Business Machines Corp

Technology
35
+ 3.45%
$217.4 - $264.74 $7.61K - $9.27K
1.05K $260K
EFG
Msci Eafe Growth ETF

ETFs
5
+ 0.06%
$96.1 - $106.37 $481 - $532
8.82K $889K
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 0.02%
$85.68 - $97.5 $171 - $195
8.93K $836K
SBUX
Starbucks Corp

Consumer Cyclical
6
+ 0.2%
$91.75 - $115.81 $551 - $695
3.02K $294K
CSCO
Cisco Systems, Inc.

Technology
31
+ 0.73%
$58.74 - $64.87 $1.82K - $2.01K
4.28K $264K
MUB
Ishares National Muni Bond ETF

ETFs
351
+ 1.71%
$104.71 - $107.69 $36.8K - $37.8K
20.9K $2.2M
ROBO
Robo Global Robotics And Autom

ETFs
855
+ 8.8%
$52.29 - $60.89 $44.7K - $52.1K
10.6K $552K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
42
+ 7.54%
$507.05 - $563.67 $21.3K - $23.7K
599 $306K
VNQ
Vanguard Specialized Funds Van

ETFs
5
+ 0.1%
$85.55 - $94.34 $428 - $472
4.88K $438K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
363
+ 1.12%
$25.12 - $26.05 $9.12K - $9.46K
32.7K $824K
PFE
Pfizer Inc

Healthcare
528
+ 3.54%
$25.01 - $27.13 $13.2K - $14.3K
15.4K $391K
GS
Goldman Sachs Group Inc

Financial Services
8
+ 1.57%
$524.81 - $672.19 $4.2K - $5.38K
519 $283K
GNOM
Global X Fds Genomics & Biotec

ETFs
1.75K
+ 9.08%
$8.33 - $10.29 $14.5K - $18K
21K $174K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
111
+ 2.3%
$57.21 - $65.8 $6.35K - $7.3K
4.94K $287K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
4
+ 0.13%
$84.4 - $94.7 $338 - $379
3.06K $258K
QQQ
Invesco Qqq Trust, Series 1

ETFs
12
+ 2.17%
$468.34 - $539.52 $5.62K - $6.47K
565 $264K
IWR
Ishares Russell Mid Cap ETF

ETFs
44
+ 0.75%
$82.81 - $92.93 $3.64K - $4.09K
5.88K $497K
VTI
Vanguard Total Stock Market Et

ETFs
796
+ 5.5%
$271.18 - $303.12 $216K - $241K
15.3K $4.18M
VUG
Vanguard Growth ETF

ETFs
13
+ 1.65%
$369.1 - $427.61 $4.8K - $5.56K
802 $297K
ORCL
Oracle Corp

Technology
66
+ 3.33%
$139.81 - $186.47 $9.23K - $12.3K
2.05K $286K
SKYY
First Trust Cloud Computing Et

ETFs
338
+ 6.61%
$103.47 - $131.18 $35K - $44.3K
5.46K $564K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.07%
$333.37 - $384.99 $333 - $385
1.45K $484K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
101
+ 0.71%
$69.69 - $79.99 $7.04K - $8.08K
14.3K $1.02M
Activity Summary
Buys All Purchases 68 New Holdings 4 Increased Positions 64 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track James J. Burns & Company, LLC Portfolio

Follow James J. Burns & Company, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of James J. Burns & Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on James J. Burns & Company, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email