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

James J. Burns & Company, LLC

  • $556 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
-9.94K
- 1.84%
$253.32 - $282.66 $2.52M - $2.81M
530K $135M
VXF
Vanguard Extended Market ETF

ETFs
-199
- 0.1%
$170.36 - $201.04 $33.9K - $40K
196K $33.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-13.6K
- 2.09%
$24.91 - $29.02 $340K - $396K
640K $16M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-21.3K
- 83.11%
$97.38 - $104.52 $2.07M - $2.22M
4.32K $435K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-19K
- 2.58%
$21.23 - $23.75 $404K - $451K
719K $15.4M
MSFT
Microsoft Corp

Technology
-101
- 0.61%
$375.39 - $447.2 $37.9K - $45.2K
16.6K $6.22M
NYF
Ishares New York Muni Bond ETF

ETFs
-14.2K
- 18.0%
$52.33 - $53.92 $745K - $767K
64.8K $3.41M
Arista Networks Inc
-680
- 12.32%
N/A
4.84K $0
IWF
Ishares Russell 1000 Gr ETF

ETFs
-668
- 8.58%
$360.07 - $417.26 $241K - $279K
7.12K $2.57M
AMZN
Amazon Com Inc

Consumer Cyclical
-200
- 1.17%
$190.26 - $242.06 $38.1K - $48.4K
16.8K $3.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-126
- 1.34%
$554.06 - $615.85 $69.8K - $77.6K
9.26K $5.17M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-798
- 14.89%
$302.31 - $337.54 $241K - $269K
4.56K $1.39M
MGC
Vanguard Mega Cap ETF

ETFs
-450
- 2.49%
$199.2 - $222.69 $89.6K - $100K
17.6K $3.53M
HSIC
Henry Schein Inc

Healthcare
-4.29K
- 29.13%
$68.49 - $81.91 $294K - $351K
10.4K $714K
BX
Blackstone Inc.

Financial Services
-1.3K
- 46.84%
$136.53 - $186.74 $177K - $242K
1.47K $205K
IWS
Ishares Russell Midcap Value E

ETFs
-275
- 0.57%
$122.59 - $135.24 $33.7K - $37.2K
48.3K $6.04M
IWP
Ishares Russell Mid Cap Growth

ETFs
-106
- 1.02%
$114.9 - $139.6 $12.2K - $14.8K
10.3K $1.21M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.97K
- 15.04%
$50.72 - $50.92 $99.7K - $100K
11.1K $564K
MRK
Merck & Co., Inc.

Healthcare
-351
- 5.57%
$83.01 - $101.02 $29.1K - $35.5K
5.95K $534K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-2.34K
- 2.57%
$48.31 - $49.23 $113K - $115K
88.7K $4.36M
IWM
Ishares Russell 2000 ETF

ETFs
-106
- 4.39%
$198.1 - $229.79 $21K - $24.4K
2.31K $462K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-2.08K
- 16.73%
$22.83 - $23.75 $47.5K - $49.4K
10.4K $237K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-221
- 13.01%
$196.12 - $229.48 $43.3K - $50.7K
1.48K $296K
VIG
Vanguard Dividend Appreciation

ETFs
-99
- 4.01%
N/A
2.37K $431K
VTV
Vanguard Value ETF

ETFs
-330
- 6.19%
$167.73 - $179.21 $55.4K - $59.1K
5.01K $855K
DIS
Walt Disney CO

Communication Services
-54
- 2.09%
$96.87 - $114.0 $5.23K - $6.16K
2.53K $249K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-349
- 5.4%
$71.9 - $77.57 $25.1K - $27.1K
6.12K $449K
PEP
Pepsico Inc

Consumer Defensive
-178
- 7.72%
$142.64 - $156.42 $25.4K - $27.8K
2.13K $319K
UITB
Usaa ETF Tr Core Intermediate

ETFs
-1.81K
- 2.5%
$45.41 - $47.18 $82.2K - $85.4K
70.5K $3.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
-88
- 5.03%
$182.82 - $196.21 $16.1K - $17.3K
1.66K $309K
ICF
Ishares Tr

ETFs
-242
- 1.94%
$57.98 - $63.8 $14K - $15.4K
12.3K $745K
CB
Chubb LTD

Financial Services
-86
- 9.73%
$257.71 - $301.99 $22.2K - $26K
798 $240K
AKBA
Akebia Therapeutics, Inc.

Healthcare
-754
- 6.03%
$1.69 - $2.84 $1.27K - $2.14K
11.7K $22K
MCD
Mcdonalds Corp

Consumer Cyclical
-15
- 1.5%
$279.74 - $321.29 $4.2K - $4.82K
982 $306K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-5
- 0.12%
$69.81 - $78.9 $349 - $395
4.24K $331K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-782
- 1.34%
$25.81 - $28.52 $20.2K - $22.3K
57.6K $1.59M
EFV
Msci Eafe Value ETF

ETFs
-33
- 0.62%
$51.88 - $60.73 $1.71K - $2K
5.3K $315K
KO
Coca Cola CO

Consumer Defensive
-205
- 2.5%
$60.81 - $72.32 $12.5K - $14.8K
8.01K $573K
JPM
Jpmorgan Chase & CO

Financial Services
-68
- 0.48%
$225.19 - $279.95 $15.3K - $19K
14K $3.43M
JNJ
Johnson & Johnson

Healthcare
-608
- 7.06%
$142.06 - $167.7 $86.4K - $102K
8K $1.33M
VZ
Verizon Communications Inc

Communication Services
-5
- 0.03%
$37.81 - $46.49 $189 - $232
17.6K $796K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3
- 0.01%
$74.85 - $84.89 $225 - $255
22.5K $1.86M
MGV
Vanguard Mega Cap Value

ETFs
-267
- 0.32%
$123.61 - $133.01 $33K - $35.5K
82.8K $10.5M
MMM
3 M CO

Industrials
-1
- 0.01%
$129.7 - $155.12 $130 - $155
9.57K $1.41M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4.48K
- 0.67%
$22.46 - $23.26 $101K - $104K
660K $15.3M
T
At&T Inc.

Communication Services
-62
- 0.15%
$21.56 - $28.28 $1.34K - $1.75K
40K $1.13M
PM
Philip Morris International Inc.

Consumer Defensive
-8
- 0.1%
$117.15 - $158.79 $937 - $1.27K
7.81K $1.24M
XOM
Exxon Mobil Corp

Energy
-4
- 0.01%
$105.44 - $118.93 $422 - $476
35K $4.17M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-6.38K
- 1.57%
$18.36 - $20.51 $117K - $131K
400K $7.98M
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
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