BC

Burleson & Company, LLC

13F
Burleson & Company, LLC
Last update 2023-01-31 427 Stocks (23 new)
Value $401.00 Mil Turnover 8 %
Countries:
Burleson & Company, LLC Top Holdings of 2022-12-31 View Full List
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
+29.95%
+19.80%
3,738,718.2
Software
QQQ
INVESCO QQQ Trust
69,132
18,408.4
-4.93%
4.590
-0.21%
0.010
+21.72%
+9.08%
357,225.9
 
AAPL
Apple Inc
136,390
17,721.1
-22.96%
4.420
-1.21%
0.000
+3.15%
-16.49%
3,115,912.0
Hardware
TSLA
Tesla Inc
119,590
14,731.1
-7.32%
3.680
-0.54%
0.000
+25.61%
-21.51%
1,020,945.7
Vehicles & Parts
VOO
Vanguard S&P 500 ETF
39,192
13,769.5
-0.06%
3.440
0%
0.010
+16.28%
+7.30%
655,945.7
 
NVDA
NVIDIA Corp
823,740
12,038.2
-44.54%
3.000
-1.73%
0.000
+48.21%
+22.20%
4,001,266.5
Semiconductors
SCHF
Schwab International Equity ETF
356,978
11,498.3
0%
2.870
0%
0.040
+14.35%
+20.03%
48,862.9
 
AMZN
Amazon.com Inc
135,171
11,354.4
-32.90%
2.830
-1.61%
0.000
+23.92%
+2.87%
2,396,004.6
Retail - Cyclical
GOOGL
Alphabet Inc
123,539
10,899.9
-14.71%
2.720
-0.44%
0.000
+14.28%
-3.86%
2,209,346.0
Interactive Media
LLY
Eli Lilly and Co
25,979
9,504.0
+0.90%
2.370
+0.02%
0.000
+6.18%
+3.93%
717,596.0
Drug Manufacturers

Burleson & Company, LLC's Historical Top Holdings Breakdowns

Burleson & Company, LLC Total Holding History ($B)

To

Burleson & Company, LLC's Asset Allocation

To

Burleson & Company, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Burleson & Company, LLC's Holdings Bubble Chart

Burleson & Company, LLC News

  • 1

Discussions on Burleson & Company, LLC

No discussions yet.