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
$32.7B
$4.03 Million 0.16% of portfolio
66,577
Q4 2024 Reduced 67.23%
$74.7B
$3.94 Million 0.16% of portfolio
14,944
Q4 2024 Reduced 1.46%
$6.07B
$3.64 Million 0.15% of portfolio
35,054
Q4 2024 Reduced 2.11%
$7.09B
$3.66 Million 0.15% of portfolio
45,638
Q4 2024 Reduced 8.84%
$129B
$3.81 Million 0.15% of portfolio
143,731
Q4 2024 Added 262.78%
$432B
$3.84 Million 0.15% of portfolio
4,187
Q4 2024 Reduced 43.51%
$311B
$3.73 Million 0.15% of portfolio
59,911
Q4 2024 Reduced 1.2%
$10.2B
$3.73 Million 0.15% of portfolio
27,352
Q4 2024 Reduced 78.38%
$121B
$3.4 Million 0.14% of portfolio
11,605
Q4 2024 Added 25.76%
$29.9B
$3.39 Million 0.14% of portfolio
15,350
Q4 2024 Reduced 0.14%
$11.5B
$3.56 Million 0.14% of portfolio
98,430
Q4 2024 Added 2.2%
$131B
$3.5 Million 0.14% of portfolio
15,369
Q4 2024 Reduced 6.34%
$32B
$3.18 Million 0.13% of portfolio
30,550
Q4 2024 Reduced 16.88%
$186B
$3.24 Million 0.13% of portfolio
5,664
Q4 2024 Added 4.39%
$184B
$3.33 Million 0.13% of portfolio
21,887
Q4 2024 Added 2.09%
$0
$3.21 Million 0.13% of portfolio
72,853
Q4 2024 Added 0.89%
$6.95B
$2.94 Million 0.12% of portfolio
23,840
Q4 2024 Added 20.64%
$1.72B
$3.01 Million 0.12% of portfolio
83,152
Q4 2024 Added 603.43%
$48.5B
$2.97 Million 0.12% of portfolio
19,662
Q4 2024 Reduced 57.17%
$8.53B
$2.98 Million 0.12% of portfolio
21,684
Q4 2024 Reduced 1.21%
$62.3B
$2.92 Million 0.12% of portfolio
23,566
Q4 2024 Reduced 27.93%
$197B
$3.11 Million 0.12% of portfolio
24,716
Q4 2024 Reduced 8.71%
$4.86B
$2.94 Million 0.12% of portfolio
20,972
Q4 2024 Added 43.0%
$2.23B
$3.02 Million 0.12% of portfolio
27,435
Q4 2024 New
$268B
$2.81 Million 0.11% of portfolio
8,400
Q4 2024 Reduced 1.26%
$60.7B
$2.81 Million 0.11% of portfolio
11,684
Q4 2024 Added 1.64%
$41.3B
$2.64 Million 0.11% of portfolio
7,570
Q4 2024 Reduced 15.7%
$3.13B
$2.62 Million 0.11% of portfolio
27,362
Q4 2024 Reduced 5.91%
$226B
$2.81 Million 0.11% of portfolio
24,843
Q4 2024 Reduced 0.26%
$900B
$2.79 Million 0.11% of portfolio
6,918
Q4 2024 Reduced 0.59%
$71.9B
$2.63 Million 0.11% of portfolio
48,557
Q4 2024 Added 3.02%
$9.47B
$2.46 Million 0.1% of portfolio
46,586
Q4 2024 Added 1.9%
$11.8B
$2.45 Million 0.1% of portfolio
11,680
Q4 2024 Reduced 18.33%
$3.87B
$2.53 Million 0.1% of portfolio
10,255
Q4 2024 Reduced 73.16%
$9.03B
$2.38 Million 0.1% of portfolio
12,578
Q4 2024 Reduced 30.16%
$20B
$2.5 Million 0.1% of portfolio
43,495
Q4 2024 Added 2.27%
$0
$2.41 Million 0.1% of portfolio
47,113
Q4 2024 Added 22.89%
$59.2B
$2.56 Million 0.1% of portfolio
8,813
Q4 2024 Added 355.69%
$101B
$2.53 Million 0.1% of portfolio
6,840
Q4 2024 Reduced 6.79%
$115B
$2.25 Million 0.09% of portfolio
6,791
Q4 2024 Reduced 6.61%
$997B
$2.29 Million 0.09% of portfolio
12,040
Q4 2024 Added 1.19%
$31.4B
$2.35 Million 0.09% of portfolio
9,229
Q4 2024 Reduced 0.11%
$3.06B
$2.33 Million 0.09% of portfolio
64,217
Q4 2024 Added 61.11%
$17.2B
$2.23 Million 0.09% of portfolio
29,447
Q4 2024 Added 95.93%
$56.4B
$2.31 Million 0.09% of portfolio
21,090
Q4 2024 Added 35.64%
$7B
$2.34 Million 0.09% of portfolio
25,352
Q4 2024 Added 2.14%
$4.15B
$2.32 Million 0.09% of portfolio
29,271
Q4 2024 Reduced 2.81%
$116B
$2.31 Million 0.09% of portfolio
8,366
Q4 2024 Added 8.07%
$7.36B
$2.15 Million 0.09% of portfolio
29,598
Q4 2024 Added 7.73%

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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