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
$75.6B
$2.34 Million 0.09% of portfolio
27,383
Q4 2024 Reduced 0.44%
$78.3B
$2.14 Million 0.09% of portfolio
23,547
Q4 2024 Added 4.57%
$0
$2.31 Million 0.09% of portfolio
4,518
Q4 2024 Reduced 2.23%
$509B
$2.06 Million 0.08% of portfolio
3,921
Q4 2024 Reduced 0.2%
$42.1B
$2.06 Million 0.08% of portfolio
33,432
Q4 2024 Added 5.93%
$5.67B
$2.06 Million 0.08% of portfolio
39,624
Q4 2024 Reduced 0.23%
$50B
$2.05 Million 0.08% of portfolio
18,009
Q4 2024 Reduced 41.93%
$28.9B
$1.88 Million 0.08% of portfolio
9,060
Q4 2024 Added 19.51%
$18.1B
$2.01 Million 0.08% of portfolio
15,823
Q4 2024 Added 2.03%
$6.97B
$2.05 Million 0.08% of portfolio
21,826
Q4 2024 Reduced 2.15%
$234B
$1.88 Million 0.08% of portfolio
29,966
Q4 2024 Added 0.45%
$325B
$1.91 Million 0.08% of portfolio
7,752
Q3 2024 Added 4.03%
$35.9B
$2.1 Million 0.08% of portfolio
27,424
Q4 2024 Added 13.17%
$4.52B
$1.99 Million 0.08% of portfolio
63,740
Q4 2024 Reduced 3.59%
$16.7B
$1.94 Million 0.08% of portfolio
4,893
Q4 2024 Reduced 1.83%
$38.3B
$1.95 Million 0.08% of portfolio
10,826
Q4 2024 Reduced 4.28%
$38.8B
$1.99 Million 0.08% of portfolio
15,147
Q4 2024 Added 398.26%
$55.1B
$1.97 Million 0.08% of portfolio
6,999
Q4 2024 Reduced 0.57%
$0
$1.65 Million 0.07% of portfolio
2,798
Q4 2024 Reduced 13.19%
$2.49B
$1.65 Million 0.07% of portfolio
10,754
Q4 2024 Reduced 79.47%
$6.69B
$1.75 Million 0.07% of portfolio
15,667
Q4 2024 Reduced 7.55%
$24.6B
$1.78 Million 0.07% of portfolio
15,438
Q4 2024 New
$20.2B
$1.7 Million 0.07% of portfolio
4,594
Q3 2024 Reduced 13.82%
$6.26B
$1.81 Million 0.07% of portfolio
33,902
Q4 2024 New
$27.4B
$1.74 Million 0.07% of portfolio
12,738
Q4 2024 Added 7.11%
$177B
$1.66 Million 0.07% of portfolio
8,546
Q4 2024 Reduced 1.44%
$15.9B
$1.8 Million 0.07% of portfolio
32,850
Q4 2024 Reduced 1.28%
$76.7B
$1.72 Million 0.07% of portfolio
6,178
Q4 2024 Reduced 8.53%
$9.1B
$1.64 Million 0.07% of portfolio
17,929
Q4 2024 Reduced 2.76%
$80.8B
$1.7 Million 0.07% of portfolio
5,261
Q4 2024 Reduced 2.88%
$1.29B
$1.7 Million 0.07% of portfolio
40,343
Q4 2024 Reduced 59.74%
$51.3B
$1.72 Million 0.07% of portfolio
7,325
Q4 2024 Reduced 4.66%
$79.5B
$1.86 Million 0.07% of portfolio
14,863
Q2 2024 Reduced 0.56%
$102B
$1.81 Million 0.07% of portfolio
6,569
Q4 2024 Reduced 8.43%
$50.8B
$1.64 Million 0.07% of portfolio
7,911
Q4 2024 Reduced 5.48%
$0
$1.85 Million 0.07% of portfolio
20,428
Q4 2024 Reduced 17.77%
$75.9B
$1.72 Million 0.07% of portfolio
13,310
Q4 2024 Reduced 1.5%
$26.5B
$1.63 Million 0.07% of portfolio
32,267
Q4 2024 Reduced 40.24%
$51.2B
$1.84 Million 0.07% of portfolio
1,746
Q4 2024 Reduced 3.8%
$165B
$1.43 Million 0.06% of portfolio
12,821
Q4 2024 Reduced 15.66%
$36.3B
$1.37 Million 0.06% of portfolio
23,700
Q4 2024 Reduced 10.33%
$0
$1.53 Million 0.06% of portfolio
3,717
Q4 2024 Reduced 4.69%
$2.44B
$1.51 Million 0.06% of portfolio
32,748
Q4 2024 Reduced 5.2%
$3.46B
$1.41 Million 0.06% of portfolio
10,697
Q4 2024 Reduced 79.46%
$44.4B
$1.53 Million 0.06% of portfolio
11,666
Q4 2024 Added 6.77%
$149B
$1.46 Million 0.06% of portfolio
38,935
Q4 2024 Reduced 1.25%
$1.75B
$1.41 Million 0.06% of portfolio
27,749
Q4 2024 Reduced 7.09%
$1.82B
$1.45 Million 0.06% of portfolio
13,520
Q4 2024 Added 21.57%
$6.03B
$1.54 Million 0.06% of portfolio
29,456
Q4 2024 Added 11.03%

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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