BC
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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 $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 81,579 | 19,564.3 | -5.25% | 4.880 | -0.23% | 0.000 | +29.95% | +19.80% | 3,738,718.2 | Software | |
QQQ | INVESCO QQQ Trust | 69,132 | 18,408.4 | -4.93% | 4.590 | -0.21% | 0.010 | +21.72% | +9.08% | 357,225.9 | ||
AAPL | Apple Inc | 136,390 | 17,721.1 | -22.96% | 4.420 | -1.21% | 0.000 | +3.15% | -16.49% | 3,115,912.0 | Hardware | |
TSLA | Tesla Inc | 119,590 | 14,731.1 | -7.32% | 3.680 | -0.54% | 0.000 | +25.61% | -21.51% | 1,020,945.7 | Vehicles & Parts | |
VOO | Vanguard S&P 500 ETF | 39,192 | 13,769.5 | -0.06% | 3.440 | 0% | 0.010 | +16.28% | +7.30% | 655,945.7 | ||
NVDA | NVIDIA Corp | 823,740 | 12,038.2 | -44.54% | 3.000 | -1.73% | 0.000 | +48.21% | +22.20% | 4,001,266.5 | Semiconductors | |
SCHF | Schwab International Equity ETF | 356,978 | 11,498.3 | 0% | 2.870 | 0% | 0.040 | +14.35% | +20.03% | 48,862.9 | ||
AMZN | Amazon.com Inc | 135,171 | 11,354.4 | -32.90% | 2.830 | -1.61% | 0.000 | +23.92% | +2.87% | 2,396,004.6 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 123,539 | 10,899.9 | -14.71% | 2.720 | -0.44% | 0.000 | +14.28% | -3.86% | 2,209,346.0 | Interactive Media | |
LLY | Eli Lilly and Co | 25,979 | 9,504.0 | +0.90% | 2.370 | +0.02% | 0.000 | +6.18% | +3.93% | 717,596.0 | Drug Manufacturers |
Burleson & Company, LLC's Historical Top Holdings Breakdowns
Burleson & Company, LLC Total Holding History ($B)
Burleson & Company, LLC's Asset Allocation
Burleson & Company, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Burleson & Company, LLC's Hypothetical Growth since 2022-12-31
Burleson & Company, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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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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