BC

Burleson & Company, LLC

13F
Burleson & Company, LLC
Last update 2023-01-31 427 Stocks (23 new)
Value $401.00 Mil Turnover 8 %
Countries:
Top Holdings: MSFT(4.88%)QQQ(4.59%)AAPL(4.42%)TSLA(3.68%)VOO(3.44%)
Summary Stock Picks Current Portfolio
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
+36.31%
+20.42%
3,758,042.8
Software
QQQ
INVESCO QQQ Trust
69,132
18,408.4
-4.93%
4.590
-0.21%
0.010
+25.61%
+9.29%
355,244.5
 
AAPL
Apple Inc
136,390
17,721.1
-22.96%
4.420
-1.21%
0.000
+8.32%
-15.87%
3,138,913.2
Hardware
TSLA
Tesla Inc
119,590
14,731.1
-7.32%
3.680
-0.54%
0.000
+33.17%
-20.35%
1,036,085.0
Vehicles & Parts
VOO
Vanguard S&P 500 ETF
39,192
13,769.5
-0.06%
3.440
0%
0.010
+19.10%
+7.18%
657,191.6
 
NVDA
NVIDIA Corp
823,740
12,038.2
-44.54%
3.000
-1.73%
0.000
+64.02%
+27.63%
4,179,295.7
Semiconductors
SCHF
Schwab International Equity ETF
356,978
11,498.3
0%
2.870
0%
0.040
+13.14%
+19.38%
48,597.1
 
AMZN
Amazon.com Inc
135,171
11,354.4
-32.90%
2.830
-1.61%
0.000
+28.03%
+1.73%
2,369,463.7
Retail - Cyclical
GOOGL
Alphabet Inc
123,539
10,899.9
-14.71%
2.720
-0.44%
0.000
+19.48%
-3.12%
2,224,662.6
Interactive Media
LLY
Eli Lilly and Co
25,979
9,504.0
+0.90%
2.370
+0.02%
0.000
+7.69%
+2.69%
709,031.6
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

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Burleson & Company, LLC's Holdings Bubble Chart

Burleson & Company, LLC News

  • 1

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