James J. Burns & Company, LLC Purchases in Q4 2025

James J. Burns & Company, LLC

  • $706 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AFSM
First Tr Exchange Traded Fd Vi

ETFs
526K
New
$31.12 - $32.82 $16.4M - $17.3M
526K $16.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
83K
+ 48.09%
$99.87 - $101.27 $8.29M - $8.41M
256K $25.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
9.15K
+ 18.6%
$653.02 - $687.39 $5.98M - $6.29M
58.4K $38.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
20.3K
+ 3.67%
$72.17 - $75.74 $1.47M - $1.54M
574K $43M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$712170.0 - $770185.0 $2.14M - $2.31M
3 $2.27M
AAPL
Apple Inc.

Technology
2.22K
+ 1.93%
$245.27 - $275.25 $545K - $611K
117K $31.4M
IEFA
Ishares Tr

ETFs
13.3K
+ 7.63%
$86.09 - $89.88 $1.14M - $1.19M
187K $16.6M
GOOG
Alphabet Inc.

Communication Services
1.69K
+ 12.59%
$237.49 - $291.74 $402K - $494K
15.1K $4.32M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
9.65K
+ 5.91%
N/A
173K $14.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.4K
+ 8.76%
$52.54 - $55.77 $544K - $578K
129K $7.06M
VO
Vanguard Mid Cap ETF

ETFs
3.12K
+ 6.27%
$286.27 - $296.23 $892K - $923K
52.8K $15.1M
NVDA
Nvidia Corp

Technology
2.87K
+ 17.99%
$179.83 - $207.04 $516K - $595K
18.8K $3.52M
JCPB
J P Morgan Exchange Traded Fd

ETFs
9.7K
+ 11.98%
$47.34 - $48.01 $459K - $466K
90.6K $4.29M
QLD
Proshares Ultra Qqq

ETFs
2.84K
+ 100.0%
$131.81 - $152.77 $375K - $434K
5.69K $792K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.85K
+ 1.51%
$23.02 - $24.23 $135K - $142K
393K $9.41M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.12K
New
$325.34 - $368.61 $366K - $414K
1.12K $387K
VB
Vanguard Small Cap ETF

ETFs
2.2K
+ 5.14%
$248.1 - $260.08 $545K - $571K
45K $11.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
631
+ 13.38%
$475.68 - $513.11 $300K - $324K
5.35K $2.72M
XLY
Select Sector Spdr Consumer Di

ETFs
1.47K
+ 100.0%
$228.75 - $242.18 $337K - $357K
2.95K $680K
IXUS
Ishares Tr

ETFs
1.92K
+ 2.17%
$81.21 - $85.27 $156K - $164K
90.2K $7.6M
VIG
Vanguard Dividend Appreciation

ETFs
1.57K
+ 77.81%
N/A
3.6K $655K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4.91K
+ 12.38%
$80.06 - $83.68 $393K - $411K
44.6K $3.57M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.58K
New
$76.84 - $80.86 $275K - $289K
3.58K $282K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
532
New
$412.35 - $541.5 $219K - $288K
532 $281K
TQQQ
Proshares Ultrapro Qqq

ETFs
2.5K
+ 100.0%
$97.07 - $120.61 $243K - $302K
5.01K $524K
WMT
Walmart Inc.

Consumer Defensive
2.48K
New
$101.18 - $109.03 $251K - $270K
2.48K $255K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.17K
New
$70.3 - $73.05 $223K - $231K
3.17K $228K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
4K
New
$50.68 - $58.29 $203K - $233K
4K $225K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2K
+ 59.76%
$100.8 - $103.83 $202K - $208K
5.35K $550K
XLV
Select Sector Spdr Fund Health

ETFs
1.31K
New
$141.95 - $152.82 $186K - $200K
1.31K $198K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.5K
+ 6.91%
$75.19 - $77.98 $188K - $195K
38.7K $2.95M
XOM
Exxon Mobil Corp

Energy
24
+ 0.07%
$110.64 - $119.78 $2.66K - $2.87K
35.1K $4.13M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.35K
+ 1.41%
$23.37 - $23.7 $219K - $222K
671K $15.7M
SLV
I Shares Silver Trust

ETFs
3.76K
New
$42.4 - $49.17 $159K - $185K
3.76K $172K
VEA
Vanguard Ftse Developed Market

ETFs
815
+ 0.99%
$59.18 - $62.09 $48.2K - $50.6K
83.3K $5.11M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
1.3K
+ 0.46%
$41.11 - $43.35 $53.4K - $56.3K
281K $11.9M
MCD
Mcdonalds Corp

Consumer Cyclical
493
+ 58.48%
$293.81 - $310.11 $145K - $153K
1.34K $407K
AMD
Advanced Micro Devices Inc

Technology
40
+ 2.25%
$164.01 - $264.33 $6.56K - $10.6K
1.82K $436K
QQQ
Invesco Qqq Trust, Series 1

ETFs
242
+ 42.83%
$589.5 - $635.77 $143K - $154K
807 $487K
BX
Blackstone Inc.

Financial Services
1.3K
+ 96.3%
$138.42 - $168.45 $180K - $219K
2.66K $367K
AIQ
Global X Funds Global X Artifi

ETFs
2.42K
+ 12.91%
$48.93 - $53.56 $118K - $130K
21.2K $1.06M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.61K
+ 0.22%
$25.2 - $26.46 $40.5K - $42.6K
718K $18.5M
MA
Mastercard Inc

Financial Services
375
+ 14.47%
$536.85 - $580.45 $201K - $218K
2.97K $1.59M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.87K
+ 2.12%
$49.78 - $50.16 $93.3K - $94K
90.1K $4.5M
ROBO
Robo Global Robotics And Autom

ETFs
1.06K
+ 10.71%
$65.31 - $70.26 $69K - $74.2K
10.9K $728K
V
Visa Inc.

Financial Services
331
+ 16.69%
$325.75 - $352.42 $108K - $117K
2.31K $753K
UITB
Usaa ETF Tr Core Intermediate

ETFs
1.7K
+ 2.43%
$47.38 - $47.93 $80.5K - $81.5K
71.8K $3.4M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.11K
+ 9.46%
$74.62 - $78.21 $82.9K - $86.9K
12.9K $960K
VNQ
Vanguard Specialized Funds Van

ETFs
782
+ 15.55%
$88.13 - $92.69 $68.9K - $72.5K
5.81K $520K
Activity Summary
Buys All Purchases 85 New Holdings 11 Increased Positions 74 Sells All Sells 55 Reductions 55 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