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
$9.77B
$1.54 Million 0.06% of portfolio
12,638
Q4 2024 Reduced 2.62%
$15.5B
$1.56 Million 0.06% of portfolio
25,451
Q4 2024 Added 18.32%
$6.81B
$1.52 Million 0.06% of portfolio
66,874
Q4 2024 Reduced 2.29%
$10.3B
$1.57 Million 0.06% of portfolio
101,679
Q4 2024 Reduced 43.93%
$9.77B
$1.49 Million 0.06% of portfolio
17,511
Q4 2024 Reduced 0.47%
$13.3B
$1.4 Million 0.06% of portfolio
25,810
Q4 2024 Reduced 5.28%
$171B
$1.53 Million 0.06% of portfolio
3,432
Q4 2024 Reduced 34.68%
$50.2B
$1.54 Million 0.06% of portfolio
22,542
Q4 2024 Added 0.54%
$155B
$1.62 Million 0.06% of portfolio
6,747
Q4 2024 Reduced 37.31%
$72.8B
$1.45 Million 0.06% of portfolio
3,094
Q4 2024 Reduced 1.53%
$25.9B
$1.37 Million 0.06% of portfolio
7,358
Q4 2024 Added 0.03%
$20.1B
$1.55 Million 0.06% of portfolio
13,826
Q4 2024 Reduced 0.95%
$134B
$1.44 Million 0.06% of portfolio
6,367
Q4 2024 Reduced 18.69%
$10.6B
$1.41 Million 0.06% of portfolio
16,602
Q4 2024 Added 17.92%
$41.9B
$1.16 Million 0.05% of portfolio
8,675
Q4 2024 Added 10.3%
$24B
$1.14 Million 0.05% of portfolio
9,668
Q4 2024 Reduced 7.87%
$45.9B
$1.29 Million 0.05% of portfolio
34,176
Q4 2024 Added 35.36%
$22.7B
$1.35 Million 0.05% of portfolio
6,891
Q4 2024 Added 8.21%
$0
$1.22 Million 0.05% of portfolio
15,792
Q4 2024 Reduced 1.97%
$2.9B
$1.25 Million 0.05% of portfolio
6,160
Q4 2024 Reduced 35.93%
$58.5B
$1.24 Million 0.05% of portfolio
5,467
Q4 2024 Added 0.7%
$89.5B
$1.24 Million 0.05% of portfolio
41,844
Q4 2024 Reduced 0.54%
$6.8B
$1.26 Million 0.05% of portfolio
4,450
Q4 2024 Reduced 0.74%
$29.7B
$1.26 Million 0.05% of portfolio
10,776
Q4 2024 Reduced 2.75%
$17.3B
$1.31 Million 0.05% of portfolio
23,271
Q4 2024 Reduced 1.35%
$16.2B
$1.31 Million 0.05% of portfolio
2,718
Q4 2024 Added 10.8%
$6B
$1.35 Million 0.05% of portfolio
44,885
Q4 2024 Reduced 0.92%
$18.4B
$1.24 Million 0.05% of portfolio
4,256
Q4 2024 Reduced 39.57%
$106B
$1.32 Million 0.05% of portfolio
7,463
Q4 2024 Added 2.47%
$59.1B
$1.35 Million 0.05% of portfolio
2,593
Q4 2024 Reduced 7.03%
$16.7B
$1.29 Million 0.05% of portfolio
19,804
Q4 2024 New
$44.5B
$1.14 Million 0.05% of portfolio
8,416
Q4 2024 Added 0.62%
$82.3B
$1.23 Million 0.05% of portfolio
61,098
Q4 2024 Reduced 6.59%
$290B
$1.31 Million 0.05% of portfolio
5,914
Q4 2024 Added 126.85%
$5.93B
$1.27 Million 0.05% of portfolio
2,412
Q4 2024 Reduced 4.17%
$713M
$1.19 Million 0.05% of portfolio
65,140
Q4 2024 Added 4.16%
$4.11B
$1.24 Million 0.05% of portfolio
28,519
Q4 2024 Reduced 1.57%
$5.9B
$1.19 Million 0.05% of portfolio
7,509
Q4 2024 Reduced 6.39%
$10.5B
$1.21 Million 0.05% of portfolio
14,203
Q4 2024 Reduced 16.76%
$32.1B
$1.19 Million 0.05% of portfolio
12,142
Q4 2024 Added 16.21%
$45.1B
$1.25 Million 0.05% of portfolio
17,929
Q4 2024 Added 28.94%
$53.9B
$1.32 Million 0.05% of portfolio
67,618
Q4 2024 Added 3.14%
$11B
$1.16 Million 0.05% of portfolio
62,947
Q4 2024 New
$98.4B
$1.05 Million 0.04% of portfolio
12,785
Q4 2024 Reduced 1.73%
$0
$1.07 Million 0.04% of portfolio
12,231
Q4 2024 Added 0.71%
$146B
$910,000 0.04% of portfolio
10,192
Q4 2024 Added 15.27%
$191B
$889,000 0.04% of portfolio
39,043
Q4 2024 Added 3.69%
$216B
$1.04 Million 0.04% of portfolio
15,891
Q4 2024 Added 5.81%
$3.77B
$890,000 0.04% of portfolio
7,488
Q4 2024 Added 14.13%

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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