James J. Burns & Company, LLC Q1 2025 Filing
Filed April 8, 2025
Portfolio Value
$558.3M
Holdings
143
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (143 positions)
| Stock | Value |
|---|---|
VVVANGUARD INDEX FDS | $136K |
VXUSVANGUARD STAR FDS | $35K |
VXFVANGUARD INDEX FDS | $34K |
AAPLAPPLE INC | $26K |
SPYSPDR S&P 500 ETF TR | $20K |
SCHGSCHWAB STRATEGIC TR | $16K |
SCHBSCHWAB STRATEGIC TR | $15K |
SCHZSCHWAB STRATEGIC TR | $15K |
AGGISHARES TR | $15K |
MOATVANECK ETF TRUST | $13K |
AQLTISHARES TR | $12K |
VOVANGUARD INDEX FDS | $12K |
MGVVANGUARD WORLD FD | $11K |
SCHVSCHWAB STRATEGIC TR | $10K |
TSPAT ROWE PRICE ETF INC | $9K |
VBVANGUARD INDEX FDS | $8K |
SCHFSCHWAB STRATEGIC TR | $8K |
MSFTMICROSOFT CORP | $6K |
IWSISHARES TR | $6K |
SCHMSCHWAB STRATEGIC TR | $6K |
IXUSISHARES TR | $6K |
IVVISHARES TR | $5K |
VWOVANGUARD INTL EQUITY INDEX F | $5K |
LMBSFIRST TR EXCHANGE-TRADED FD | $4K |
SMMDISHARES TR | $4K |
SCHASCHWAB STRATEGIC TR | $4K |
VEAVANGUARD TAX-MANAGED FDS | $4K |
VTIVANGUARD INDEX FDS | $4K |
XOMEXXON MOBIL CORP | $4K |
IEMGISHARES INC | $4K |
MGCVANGUARD WORLD FD | $4K |
JPMJPMORGAN CHASE & CO. | $3K |
NYFISHARES TR | $3K |
GOOGLALPHABET INC | $3K |
UITBVICTORY PORTFOLIOS II | $3K |
AMZNAMAZON COM INC | $3K |
HDHOME DEPOT INC | $3K |
TSLATESLA INC | $3K |
JCPBJ P MORGAN EXCHANGE TRADED F | $3K |
IWFISHARES TR | $3K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2K |
GOOGALPHABET INC | $2K |
MUBISHARES TR | $2K |
SCZISHARES TR | $2K |
EFAISHARES TR | $2K |
UNHUNITEDHEALTH GROUP INC | $2K |
LLYELI LILLY & CO | $2K |
NVDANVIDIA CORPORATION | $2K |
SCHESCHWAB STRATEGIC TR | $2K |
MAMASTERCARD INCORPORATED | $1K |
MMM3M CO | $1K |
IWBISHARES TR | $1K |
SCHXSCHWAB STRATEGIC TR | $1K |
PGPROCTER AND GAMBLE CO | $1K |
JNJJOHNSON & JOHNSON | $1K |
4I1PHILIP MORRIS INTL INC | $1K |
IWPISHARES TR | $1K |
TAT&T INC | $1K |
EDCONSOLIDATED EDISON INC | $1K |
MOALTRIA GROUP INC | $1K |
IMCGISHARES TR | $1K |
KKRKKR & CO INC | $985 |
WVEWAVE LIFE SCIENCES LTD | $985 |
EFGISHARES TR | $881 |
VTVVANGUARD INDEX FDS | $864 |
CLCOLGATE PALMOLIVE CO | $836 |
HYMBSPDR SER TR | $825 |
BACVERIZON COMMUNICATIONS INC | $796 |
SCHCSCHWAB STRATEGIC TR | $793 |
CIBRFIRST TR EXCHANGE TRADED FD | $776 |
COSTCOSTCO WHSL CORP NEW | $773 |
ICFISHARES TR | $753 |
EMNEASTMAN CHEM CO | $715 |
HSICHENRY SCHEIN INC | $714 |
VVISA INC | $694 |
METAMETA PLATFORMS INC | $689 |
TEMTEMPUS AI INC | $578 |
GQ9SPDR GOLD TR | $573 |
KOCOCA COLA CO | $573 |
JMSTJ P MORGAN EXCHANGE TRADED F | $564 |
SKYYFIRST TR EXCHANGE TRADED FD | $557 |
BMYBRISTOL-MYERS SQUIBB CO | $546 |
ROBOEXCHANGE TRADED CONCEPTS TRU | $544 |
MRKMERCK & CO INC | $534 |
IWRISHARES TR | $500 |
VOOGVANGUARD ADMIRAL FDS INC | $485 |
IDEVISHARES TR | $465 |
IWMISHARES TR | $460 |
VIGVANGUARD SPECIALIZED FUNDS | $459 |
IMCVISHARES TR | $453 |
VNQVANGUARD INDEX FDS | $442 |
NOBLPROSHARES TR | $441 |
ABBVABBVIE INC | $420 |
JHMLJOHN HANCOCK EXCHANGE TRADED | $407 |
COPCONOCOPHILLIPS | $399 |
COFCAPITAL ONE FINL CORP | $396 |
AXPAMERICAN EXPRESS CO | $391 |
PFEPFIZER INC | $391 |
ANETARISTA NETWORKS INC | $375 |
DFIVDIMENSIONAL ETF TRUST | $374 |
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