James J. Burns & Company, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $664 Million distributed in 159 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $157M, Vanguard Extended Market ETF with a value of $41.3M, Vanguard Star Fd Vanguard Tota with a value of $40.7M, Spdr S&P 500 ETF Trust with a value of $32.8M, and Apple Inc. with a value of $29.3M.
Examining the 13F form we can see an increase of $54.5M in the current position value, from $609M to 664M.
James J. Burns & Company, LLC is based out at Melville, NY
Below you can find more details about James J. Burns & Company, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$664 Million
ETFs: $558 Million
Technology: $42.4 Million
Communication Services: $13.6 Million
Financial Services: $13.2 Million
Consumer Cyclical: $12.7 Million
Healthcare: $7.63 Million
Consumer Defensive: $6.37 Million
Energy: $4.63 Million
Other: $5.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
