James J. Burns & Company, LLC Sells in Q4 2025

James J. Burns & Company, LLC

  • $706 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
-9.16K
- 1.8%
$301.9 - $317.98 $2.77M - $2.91M
501K $155M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.15K
- 10.4%
$401.99 - $468.37 $464K - $540K
9.94K $4.07M
MMM
3 M CO

Industrials
-4.44K
- 46.39%
$148.75 - $171.6 $661K - $762K
5.13K $848K
MO
Altria Group, Inc.

Consumer Defensive
-7.4K
- 41.32%
$56.38 - $66.65 $417K - $493K
10.5K $610K
META
Meta Platforms, Inc.

Communication Services
-2
- 0.06%
$609.01 - $751.67 $1.22K - $1.5K
3.19K $1.94M
PM
Philip Morris International Inc.

Consumer Defensive
-2.07K
- 26.54%
$144.33 - $160.86 $299K - $334K
5.74K $876K
JPM
Jpmorgan Chase & CO

Financial Services
-53
- 0.29%
$294.11 - $320.41 $15.6K - $17K
18.3K $5.5M
GE
General Electric CO

Industrials
-894
- 47.73%
$291.49 - $314.28 $261K - $281K
979 $293K
EMN
Eastman Chemical CO

Basic Materials
-4.05K
- 49.85%
$57.89 - $64.37 $234K - $260K
4.07K $245K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-1.51K
- 1.97%
$72.05 - $75.66 $109K - $114K
75.2K $5.45M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-4.01K
- 20.21%
$50.85 - $51.0 $204K - $204K
15.8K $805K
MSFT
Microsoft Corp

Technology
-61
- 0.38%
$496.82 - $542.07 $30.3K - $33.1K
16.1K $8.16M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-12.7K
- 2.07%
$31.41 - $33.69 $399K - $428K
599K $19.3M
ED
Consolidated Edison Inc

Utilities
-1.9K
- 19.44%
$96.11 - $102.39 $182K - $194K
7.85K $798K
UNH
Unitedhealth Group Inc

Healthcare
-254
- 6.82%
$320.52 - $369.92 $81.4K - $94K
3.47K $1.11M
NYF
Ishares New York Muni Bond ETF

ETFs
-3.16K
- 5.63%
$53.26 - $53.83 $168K - $170K
53K $2.84M
T
At&T Inc.

Communication Services
-1.22K
- 2.78%
$24.44 - $27.55 $29.8K - $33.6K
42.6K $1.08M
BMY
Bristol Myers Squibb CO

Healthcare
-3.2K
- 35.75%
$42.6 - $49.08 $136K - $157K
5.75K $269K
MGC
Vanguard Mega Cap ETF

ETFs
-639
- 4.96%
$239.57 - $253.74 $153K - $162K
12.3K $3.03M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-635
- 0.34%
$27.17 - $28.65 $17.3K - $18.2K
187K $5.12M
IWS
Ishares Russell Midcap Value E

ETFs
-40
- 0.08%
$135.66 - $140.93 $5.43K - $5.64K
49.6K $6.83M
VZ
Verizon Communications Inc

Communication Services
-886
- 4.89%
$38.4 - $43.83 $34K - $38.8K
17.2K $706K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-258
- 6.09%
$358.39 - $376.54 $92.5K - $97.1K
3.98K $1.46M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-211
- 3.21%
$459.47 - $491.71 $96.9K - $104K
6.36K $2.99M
DIS
Walt Disney CO

Communication Services
-323
- 12.96%
$105.69 - $116.65 $34.1K - $37.7K
2.17K $229K
VTI
Vanguard Total Stock Market Et

ETFs
-234
- 1.77%
$321.8 - $337.95 $75.3K - $79.1K
13K $4.29M
HSIC
Henry Schein Inc

Healthcare
-1.53K
- 12.18%
$62.03 - $73.34 $95K - $112K
11K $788K
IBM
International Business Machines Corp

Technology
-200
- 19.03%
$275.97 - $314.98 $55.2K - $63K
851 $252K
PEP
Pepsico Inc

Consumer Defensive
-354
- 19.08%
$138.84 - $153.71 $49.1K - $54.4K
1.5K $221K
PFE
Pfizer Inc

Healthcare
-1.05K
- 7.34%
$24.23 - $27.37 $25.5K - $28.8K
13.3K $333K
GLD
Spdr Gold Trust

ETFs
-141
- 10.14%
$354.79 - $403.15 $50K - $56.8K
1.25K $469K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.33K
- 2.13%
$25.85 - $27.19 $34.3K - $36.1K
61K $1.62M
AXP
American Express CO

Financial Services
-100
- 6.88%
$316.26 - $372.77 $31.6K - $37.3K
1.35K $461K
SBUX
Starbucks Corp

Consumer Cyclical
-224
- 7.65%
$78.46 - $87.26 $17.6K - $19.5K
2.7K $229K
IWD
Ishares Russell 1000 Val ETF

ETFs
-86
- 5.19%
$199.44 - $208.01 $17.2K - $17.9K
1.57K $321K
KO
Coca Cola CO

Consumer Defensive
-699
- 8.88%
$66.1 - $71.61 $46.2K - $50.1K
7.17K $506K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-2
- 0.15%
$245.79 - $258.02 $492 - $516
1.37K $336K
AKBA
Akebia Therapeutics, Inc.

Healthcare
-300
- 2.55%
$1.67 - $3.17 $501 - $951
11.4K $19K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-536
- 2.07%
$24.85 - $25.28 $13.3K - $13.6K
25.4K $636K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-13
- 0.07%
$77.94 - $81.16 $1.01K - $1.06K
19.1K $1.53M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-31
- 0.63%
$63.25 - $66.24 $1.96K - $2.05K
4.92K $315K
SHOP
Shopify Inc.

Technology
-2
- 0.11%
$146.04 - $179.01 $292 - $358
1.75K $255K
ABBV
Abb Vie Inc.

Healthcare
-20
- 1.07%
$211.96 - $244.38 $4.24K - $4.89K
1.85K $431K
Tempus Ai Inc
-2K
- 11.76%
N/A
15K $0
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-26
- 0.6%
$83.65 - $86.6 $2.17K - $2.25K
4.29K $370K
CB
Chubb LTD

Financial Services
-14
- 1.79%
$268.2 - $296.22 $3.75K - $4.15K
769 $227K
EFV
Msci Eafe Value ETF

ETFs
-20
- 0.35%
$66.73 - $70.99 $1.33K - $1.42K
5.64K $396K
IVV
Ishares Core S&P 500 ETF

ETFs
-59
- 0.64%
$656.2 - $690.71 $38.7K - $40.8K
9.21K $6.22M
MRK
Merck & Co., Inc.

Healthcare
-345
- 6.27%
$82.49 - $92.93 $28.5K - $32.1K
5.16K $478K
Activity Summary
Buys All Purchases 85 New Holdings 11 Increased Positions 74 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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