James J. Burns & Company, LLC Incresed Positions in Q4 2024

James J. Burns & Company, LLC

  • $575 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
8.6K
+ 40.28%
$567.81 - $607.81 $4.88M - $5.22M
29.9K $17.5M
XOM
Exxon Mobil Corp

Energy
22.8K
+ 186.43%
$105.51 - $125.37 $2.41M - $2.86M
35K $3.77M
AAPL
Apple Inc.

Technology
1.28K
+ 1.12%
$221.69 - $259.02 $284K - $332K
116K $29.1M
MSFT
Microsoft Corp

Technology
5.49K
+ 49.14%
$406.35 - $454.46 $2.23M - $2.49M
16.7K $7.02M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
389K
+ 141.42%
$22.63 - $47.53 $8.8M - $18.5M
664K $15.1M
JPM
Jpmorgan Chase & CO

Financial Services
6.68K
+ 90.8%
$205.18 - $250.29 $1.37M - $1.67M
14K $3.36M
VXF
Vanguard Extended Market ETF

ETFs
22
+ 0.01%
$179.17 - $207.15 $3.94K - $4.56K
196K $37.2M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
27.1K
+ 12.03%
$35.71 - $38.39 $969K - $1.04M
253K $9.34M
AMZN
Amazon Com Inc

Consumer Cyclical
1.25K
+ 7.91%
$180.88 - $232.93 $226K - $291K
17K $3.74M
SCHG
Schwab Strategic Tr Us Large C

ETFs
486K
+ 289.51%
$25.93 - $105.3 $12.6M - $51.2M
654K $18.2M
VB
Vanguard Small Cap ETF

ETFs
2.24K
+ 6.66%
$233.76 - $261.58 $523K - $586K
35.8K $8.61M
WVE
Wave Life Sciences Ltd.

Healthcare
11K
+ 10.99%
$8.0 - $16.44 $88K - $181K
111K $1.37M
PM
Philip Morris International Inc.

Consumer Defensive
4.14K
+ 112.21%
$118.38 - $133.06 $490K - $550K
7.82K $941K
JCPB
J P Morgan Exchange Traded Fd

ETFs
11.7K
+ 28.67%
$46.07 - $48.17 $538K - $562K
52.4K $2.41M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
9.43K
+ 8.87%
N/A
116K $10.7M
NVDA
Nvidia Corp

Technology
1.39K
+ 10.69%
$117.0 - $148.88 $163K - $207K
14.4K $1.93M
IEFA
Ishares Tr

ETFs
19.8K
+ 14.77%
$70.06 - $77.43 $1.39M - $1.53M
154K $10.8M
PG
Procter & Gamble CO

Consumer Defensive
2.21K
+ 40.35%
$161.05 - $179.7 $356K - $397K
7.69K $1.29M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.8K
+ 17.86%
$44.04 - $49.49 $650K - $730K
97.4K $4.29M
ED
Consolidated Edison Inc

Utilities
3.79K
+ 61.56%
$88.87 - $107.38 $337K - $407K
9.95K $888K
AXP
American Express CO

Financial Services
296
+ 25.54%
$267.35 - $305.57 $79.1K - $90.4K
1.46K $432K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
488K
+ 195.05%
$22.01 - $66.82 $10.7M - $32.6M
738K $16.8M
BX
Blackstone Inc.

Financial Services
369
+ 15.38%
$148.45 - $199.05 $54.8K - $73.4K
2.77K $478K
SKYY
First Trust Cloud Computing Et

ETFs
208
+ 4.24%
$99.98 - $130.46 $20.8K - $27.1K
5.12K $609K
T
At&T Inc.

Communication Services
3.16K
+ 8.57%
$21.22 - $23.88 $67K - $75.4K
40K $912K
GE
General Electric CO

Industrials
731
+ 65.56%
$159.95 - $194.23 $117K - $142K
1.85K $308K
V
Visa Inc.

Financial Services
1
+ 0.05%
$273.87 - $320.91 $274 - $321
1.93K $611K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
483
+ 4.31%
$58.39 - $67.04 $28.2K - $32.4K
11.7K $742K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
545
+ 3.99%
$72.18 - $81.41 $39.3K - $44.4K
14.2K $1.07M
KO
Coca Cola CO

Consumer Defensive
1.76K
+ 27.24%
$61.74 - $71.71 $109K - $126K
8.21K $511K
COST
Costco Wholesale Corp

Consumer Defensive
28
+ 3.76%
$873.59 - $994.69 $24.5K - $27.9K
773 $708K
META
Meta Platforms, Inc.

Communication Services
55
+ 5.3%
$554.08 - $632.68 $30.5K - $34.8K
1.09K $639K
ABBV
Abb Vie Inc.

Healthcare
397
+ 29.0%
$164.99 - $203.87 $65.5K - $80.9K
1.77K $313K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.39%
$486.1 - $608.57 $972 - $1.22K
511 $293K
FAS
Direxion Daily Financial Bull

ETFs
7
+ 0.39%
$126.08 - $182.0 $883 - $1.27K
1.81K $274K
VUG
Vanguard Growth ETF

ETFs
43
+ 5.76%
$378.79 - $428.11 $16.3K - $18.4K
789 $324K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3
+ 0.21%
$340.59 - $380.5 $1.02K - $1.14K
1.45K $531K
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 0.08%
$194.8 - $239.43 $195 - $239
1.27K $286K
ROBO
Robo Global Robotics And Autom

ETFs
656
+ 7.24%
$55.06 - $58.6 $36.1K - $38.4K
9.72K $546K
SCHX
Schwab Strategic Tr Us Large C

ETFs
40.7K
+ 198.07%
$22.4 - $68.28 $912K - $2.78M
61.3K $1.42M
CSCO
Cisco Systems, Inc.

Technology
25
+ 0.59%
$52.45 - $60.02 $1.31K - $1.5K
4.25K $251K
CB
Chubb LTD

Financial Services
109
+ 14.06%
$271.57 - $301.89 $29.6K - $32.9K
884 $244K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.73K
+ 1.94%
$48.48 - $49.47 $84K - $85.7K
91K $4.43M
ORCL
Oracle Corp

Technology
134
+ 7.25%
$165.41 - $192.43 $22.2K - $25.8K
1.98K $330K
PBI
Pitney Bowes Inc

Industrials
1.64K
+ 9.66%
$6.74 - $8.2 $11K - $13.4K
18.6K $135K
JNJ
Johnson & Johnson

Healthcare
1.01K
+ 13.32%
$143.34 - $165.86 $145K - $168K
8.61K $1.25M
IBB
Ishares Biotechnology ETF

ETFs
310
+ 15.11%
$131.21 - $148.85 $40.7K - $46.1K
2.36K $311K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.36%
$481.22 - $538.17 $962 - $1.08K
553 $282K
SCHA
Schwab Strategic Tr Us Small C

ETFs
91.4K
+ 99.78%
$25.33 - $51.16 $2.31M - $4.67M
183K $4.73M
Activity Summary
Buys All Purchases 93 New Holdings 12 Increased Positions 81 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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