Burney CO Portfolio Holdings

Burney CO

  • $2.49 Billion
  • Q4 2024

Burney CO has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.49 Billion distributed in 632 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $118M, Vanguard Intermediate Term Tre with a value of $59.6M, Microsoft Corp with a value of $54.2M, Alphabet Inc. with a value of $52M, and Meta Platforms, Inc. with a value of $45M.

Examining the 13F form we can see an decrease of $54M in the current position value, from $2.54B to 2.49B.

Burney CO is based out at Reston, VA

Below you can find more details about Burney CO portfolio as well as his latest detailed transactions.

Portfolio value $2.49 Billion
Technology: $611 Million
Consumer Cyclical: $353 Million
Financial Services: $338 Million
Industrials: $300 Million
Healthcare: $277 Million
ETFs: $158 Million
Communication Services: $138 Million
Consumer Defensive: $107 Million
Other: $207 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.6B
$5.94 Million 0.24% of portfolio
77,288
Q4 2024 Reduced 2.75%
$36.5B
$5.69 Million 0.23% of portfolio
138,788
Q4 2024 Added 315.05%
$0
$5.83 Million 0.23% of portfolio
9,939
Q4 2024 Added 0.73%
$68.2B
$5.71 Million 0.23% of portfolio
55,246
Q4 2024 Reduced 0.61%
$8.81B
$5.62 Million 0.23% of portfolio
130,798
Q4 2024 Added 242.79%
$9.44B
$5.71 Million 0.23% of portfolio
24,726
Q4 2024 New
$404B
$5.38 Million 0.22% of portfolio
37,175
Q4 2024 Added 2.27%
$31B
$5.41 Million 0.22% of portfolio
185,316
Q4 2024 Reduced 40.23%
$6.31B
$5.5 Million 0.22% of portfolio
88,029
Q4 2024 Reduced 0.27%
$11.3B
$5.49 Million 0.22% of portfolio
30,626
Q4 2024 Reduced 2.61%
$41.1B
$5.46 Million 0.22% of portfolio
17,280
Q4 2024 Reduced 2.48%
$162B
$5.39 Million 0.22% of portfolio
14,857
Q4 2024 Reduced 2.69%
$2.91B
$5.58 Million 0.22% of portfolio
82,692
Q4 2024 New
$265B
$5.19 Million 0.21% of portfolio
73,907
Q4 2024 Added 102.03%
$13.5B
$5.27 Million 0.21% of portfolio
30,970
Q4 2024 Reduced 72.37%
$34.2B
$5.17 Million 0.21% of portfolio
87,150
Q4 2024 Added 0.59%
$60.4B
$5.19 Million 0.21% of portfolio
189,308
Q4 2024 Added 316.73%
$24B
$5.14 Million 0.21% of portfolio
30,377
Q4 2024 Reduced 4.32%
$43.9B
$4.93 Million 0.2% of portfolio
40,200
Q4 2024 Added 1.96%
$29.5B
$5.07 Million 0.2% of portfolio
35,462
Q4 2024 Reduced 53.81%
$150B
$5.02 Million 0.2% of portfolio
19,245
Q4 2024 Reduced 3.37%
$16.2B
$5.04 Million 0.2% of portfolio
20,056
Q4 2024 Reduced 1.38%
$2.35B
$4.87 Million 0.2% of portfolio
219,575
Q4 2024 Reduced 1.01%
$3.09B
$5.03 Million 0.2% of portfolio
54,577
Q4 2024 New
$272B
$4.93 Million 0.2% of portfolio
34,065
Q4 2024 Reduced 15.82%
$210B
$4.77 Million 0.19% of portfolio
47,929
Q4 2024 Reduced 15.39%
$23.9B
$4.7 Million 0.19% of portfolio
3,837
Q4 2024 Reduced 4.77%
$8.6B
$4.84 Million 0.19% of portfolio
74,773
Q4 2024 Reduced 44.78%
$4.6B
$4.62 Million 0.19% of portfolio
27,407
Q4 2024 Reduced 5.66%
$98.2B
$4.7 Million 0.19% of portfolio
25,614
Q4 2024 Reduced 2.92%
$117B
$4.61 Million 0.19% of portfolio
46,530
Q4 2024 Reduced 10.69%
$49.7B
$4.8 Million 0.19% of portfolio
9,012
Q4 2024 Reduced 8.64%
$133B
$4.74 Million 0.19% of portfolio
67,374
Q4 2024 Reduced 0.79%
$18.9B
$4.84 Million 0.19% of portfolio
33,883
Q4 2024 Reduced 11.71%
$3.92B
$4.59 Million 0.18% of portfolio
78,495
Q4 2024 Reduced 1.46%
$84.6B
$4.42 Million 0.18% of portfolio
3,727
Q4 2024 Reduced 4.66%
$36B
$4.56 Million 0.18% of portfolio
38,577
Q4 2024 Added 5.8%
$58.5B
$4.58 Million 0.18% of portfolio
141,990
Q4 2024 Reduced 1.66%
$36.7B
$4.58 Million 0.18% of portfolio
20,243
Q4 2024 Added 1.47%
$5.54B
$4.5 Million 0.18% of portfolio
84,734
Q4 2024 Added 412.3%
$73.6B
$4.41 Million 0.18% of portfolio
17,392
Q4 2024 Reduced 0.42%
$10.8B
$4.12 Million 0.17% of portfolio
30,090
Q4 2024 Added 13.37%
$5.81B
$4.32 Million 0.17% of portfolio
45,418
Q4 2024 Reduced 18.1%
$68.5B
$4.25 Million 0.17% of portfolio
30,493
Q4 2024 Reduced 32.48%
$0
$4.17 Million 0.17% of portfolio
47,440
Q4 2024 Reduced 1.88%
$7.21B
$3.92 Million 0.16% of portfolio
25,278
Q4 2024 Reduced 6.55%
$23.7B
$4.1 Million 0.16% of portfolio
21,847
Q4 2024 Reduced 6.69%
$38.3B
$3.88 Million 0.16% of portfolio
32,769
Q4 2024 Added 7.37%
$208B
$4.1 Million 0.16% of portfolio
18,640
Q4 2024 Added 1.84%

Summary

  • Portfolio
  • No. of Stocks 632
  • Current Value $2.49 Billion
  • Prior Value $2.54 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 30 stocks
  • Additional Purchases 174 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 315 stocks
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