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
$36.6B
$4.03 Million 0.16% of portfolio
66,577
Q4 2024 Reduced 67.23%
$73.1B
$3.94 Million 0.16% of portfolio
14,944
Q4 2024 Reduced 1.46%
$5.14B
$3.64 Million 0.15% of portfolio
35,054
Q4 2024 Reduced 2.11%
$8.97B
$3.66 Million 0.15% of portfolio
45,638
Q4 2024 Reduced 8.84%
$146B
$3.81 Million 0.15% of portfolio
143,731
Q4 2024 Added 262.78%
$416B
$3.84 Million 0.15% of portfolio
4,187
Q4 2024 Reduced 43.51%
$268B
$3.73 Million 0.15% of portfolio
59,911
Q4 2024 Reduced 1.2%
$14.2B
$3.73 Million 0.15% of portfolio
27,352
Q4 2024 Reduced 78.38%
$123B
$3.4 Million 0.14% of portfolio
11,605
Q4 2024 Added 25.76%
$29.5B
$3.39 Million 0.14% of portfolio
15,350
Q4 2024 Reduced 0.14%
$11.2B
$3.56 Million 0.14% of portfolio
98,430
Q4 2024 Added 2.2%
$153B
$3.5 Million 0.14% of portfolio
15,369
Q4 2024 Reduced 6.34%
$38.2B
$3.18 Million 0.13% of portfolio
30,550
Q4 2024 Reduced 16.88%
$217B
$3.24 Million 0.13% of portfolio
5,664
Q4 2024 Added 4.39%
$205B
$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%
$7.65B
$2.94 Million 0.12% of portfolio
23,840
Q4 2024 Added 20.64%
$2.06B
$3.01 Million 0.12% of portfolio
83,152
Q4 2024 Added 603.43%
$51.8B
$2.97 Million 0.12% of portfolio
19,662
Q4 2024 Reduced 57.17%
$8.9B
$2.98 Million 0.12% of portfolio
21,684
Q4 2024 Reduced 1.21%
$77.2B
$2.92 Million 0.12% of portfolio
23,566
Q4 2024 Reduced 27.93%
$233B
$3.11 Million 0.12% of portfolio
24,716
Q4 2024 Reduced 8.71%
$5.49B
$2.94 Million 0.12% of portfolio
20,972
Q4 2024 Added 43.0%
$2.84B
$3.02 Million 0.12% of portfolio
27,435
Q4 2024 New
$334B
$2.81 Million 0.11% of portfolio
8,400
Q4 2024 Reduced 1.26%
$56.7B
$2.81 Million 0.11% of portfolio
11,684
Q4 2024 Added 1.64%
$51.8B
$2.64 Million 0.11% of portfolio
7,570
Q4 2024 Reduced 15.7%
$3.57B
$2.62 Million 0.11% of portfolio
27,362
Q4 2024 Reduced 5.91%
$219B
$2.81 Million 0.11% of portfolio
24,843
Q4 2024 Reduced 0.26%
$1.28T
$2.79 Million 0.11% of portfolio
6,918
Q4 2024 Reduced 0.59%
$72.6B
$2.63 Million 0.11% of portfolio
48,557
Q4 2024 Added 3.02%
$8.39B
$2.46 Million 0.1% of portfolio
46,586
Q4 2024 Added 1.9%
$16.3B
$2.45 Million 0.1% of portfolio
11,680
Q4 2024 Reduced 18.33%
$5.04B
$2.53 Million 0.1% of portfolio
10,255
Q4 2024 Reduced 73.16%
$8.1B
$2.38 Million 0.1% of portfolio
12,578
Q4 2024 Reduced 30.16%
$19.5B
$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%
$73B
$2.56 Million 0.1% of portfolio
8,813
Q4 2024 Added 355.69%
$96.2B
$2.53 Million 0.1% of portfolio
6,840
Q4 2024 Reduced 6.79%
$147B
$2.25 Million 0.09% of portfolio
6,791
Q4 2024 Reduced 6.61%
$1.23T
$2.29 Million 0.09% of portfolio
12,040
Q4 2024 Added 1.19%
$32.9B
$2.35 Million 0.09% of portfolio
9,229
Q4 2024 Reduced 0.11%
$3.77B
$2.33 Million 0.09% of portfolio
64,217
Q4 2024 Added 61.11%
$16.8B
$2.23 Million 0.09% of portfolio
29,447
Q4 2024 Added 95.93%
$52.8B
$2.31 Million 0.09% of portfolio
21,090
Q4 2024 Added 35.64%
$8.68B
$2.34 Million 0.09% of portfolio
25,352
Q4 2024 Added 2.14%
$4.6B
$2.32 Million 0.09% of portfolio
29,271
Q4 2024 Reduced 2.81%
$111B
$2.31 Million 0.09% of portfolio
8,366
Q4 2024 Added 8.07%
$8.06B
$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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