BC
| |
Burleson & Company, LLC13F | |
| Burleson & Company, LLC | |
| Last update 2023-01-31 | 427 Stocks (23 new) |
| Value $401.00 Mil | Turnover 8 % |
Burleson & Company, LLC Top Holdings of 2022-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 81,579 | 19,564.3 | -5.25% | 4.880 | -0.23% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
QQQ | INVESCO QQQ Trust | 69,132 | 18,408.4 | -4.93% | 4.590 | -0.21% | 0.010 | +24.17% | +10.57% | 359,485.3 | ||
AAPL | Apple Inc | 136,390 | 17,721.1 | -22.96% | 4.420 | -1.21% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
TSLA | Tesla Inc | 119,590 | 14,731.1 | -7.32% | 3.680 | -0.54% | 0.000 | +32.63% | -17.65% | 1,071,161.2 | Vehicles & Parts | |
VOO | Vanguard S&P 500 ETF | 39,192 | 13,769.5 | -0.06% | 3.440 | 0% | 0.010 | +18.82% | +8.89% | 663,622.4 | ||
NVDA | NVIDIA Corp | 823,740 | 12,038.2 | -44.54% | 3.000 | -1.73% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
SCHF | Schwab International Equity ETF | 356,978 | 11,498.3 | 0% | 2.870 | 0% | 0.040 | +13.75% | +23.46% | 50,258.3 | ||
AMZN | Amazon.com Inc | 135,171 | 11,354.4 | -32.90% | 2.830 | -1.61% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 123,539 | 10,899.9 | -14.71% | 2.720 | -0.44% | 0.000 | +22.60% | +0.73% | 2,309,505.8 | Interactive Media | |
LLY | Eli Lilly and Co | 25,979 | 9,504.0 | +0.90% | 2.370 | +0.02% | 0.000 | -3.48% | +3.87% | 717,192.0 | Drug Manufacturers |
Burleson & Company, LLC's Historical Top Holdings Breakdowns
Burleson & Company, LLC Total Holding History ($B)
Burleson & Company, LLC's Asset Allocation
Burleson & Company, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Burleson & Company, LLC's Hypothetical Growth since 2022-12-31
Burleson & Company, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Burleson & Company, LLC's Holdings Heat Map
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Burleson & Company, LLC's Holdings Bubble Chart
Burleson & Company, LLC News
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