BC
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BURNEY CO/13F | |
| BURNEY CO/ | |
| Last update 2025-05-06 | 569 Stocks (31 new) |
| Value $2.75 Bil | Turnover 12 % |
BURNEY CO/ Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRNY | Burney U.S. Factor Rotation ETF | 6,604,795 | 263,774.4 | +3.83% | 9.600 | +0.35% | 78.350 | +20.65% | +9.61% | 408.4 | ||
AAPL | Apple Inc | 423,360 | 94,040.9 | -10.09% | 3.420 | -0.42% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 1,201,920 | 71,394.1 | +17.01% | 2.600 | +0.38% | 0.230 | +0.86% | +4.09% | 31,611.5 | ||
MSFT | Microsoft Corp | 123,781 | 46,466.3 | -3.72% | 1.690 | -0.07% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
META | Meta Platforms Inc | 76,677 | 44,193.7 | +0.43% | 1.610 | +0.01% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
GOOGL | Alphabet Inc | 274,397 | 42,432.8 | -0.13% | 1.540 | 0% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
MCK | McKesson Corp | 61,722 | 41,538.1 | -0.63% | 1.510 | -0.01% | 0.050 | +1.93% | +24.81% | 88,656.6 | Medical Distribution | |
NVDA | NVIDIA Corp | 373,541 | 40,484.3 | +15.37% | 1.470 | +0.20% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
QCOM | Qualcomm Inc | 244,776 | 37,600.1 | +66.62% | 1.370 | +0.55% | 0.020 | +13.95% | +1.92% | 169,970.4 | Semiconductors | |
FTNT | Fortinet Inc | 381,184 | 36,692.8 | +5.33% | 1.340 | +0.07% | 0.050 | +9.66% | +11.58% | 80,690.2 | Software |
BURNEY CO/'s Historical Top Holdings Breakdowns
BURNEY CO/'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TOL | Toll Brothers Inc | 2025-03-31 | Reduce Reduce | -1.06% | 103.02 ($120.06) 140.69 | $116.90 | -2.63% | Reduce -70.31% | 100,914 | -238,942 | |
MCO | Moodys Corp | 2025-03-31 | Add Add | +0.77% | 437.8 ($481.85) 527.48 | $499.90 | 3.75% | Add 317.73% | 59,785 | 45,473 | |
CSCO | Cisco Systems Inc | 2025-03-31 | Add Add | +0.74% | 58.74 ($61.57) 64.87 | $68.05 | 10.52% | Add 380.95% | 420,060 | 332,720 | |
TROW | T. Rowe Price Group Inc | 2025-03-31 | Reduce Reduce | -0.64% | 91.57 ($105.67) 116.92 | $105.77 | 0.09% | Reduce -87.85% | 22,216 | -160,583 | |
QCOM | Qualcomm Inc | 2025-03-31 | Add Add | +0.55% | 151.94 ($163) 175.86 | $154.80 | -5.03% | Add 66.62% | 244,776 | 97,865 | |
CVS | CVS Health Corp | 2025-03-31 | Add Add | +0.54% | 44.22 ($59.84) 68.64 | $61.96 | 3.54% | Add 1111.28% | 237,363 | 217,767 | |
G | Genpact Ltd | 2025-03-31 | Add Add | +0.51% | 42.88 ($49.58) 55.54 | $45.37 | -8.49% | Add 214.68% | 411,589 | 280,791 | |
CRUS | Cirrus Logic Inc | 2025-03-31 | Reduce Reduce | -0.50% | 97.89 ($103.04) 111.4 | $103.37 | 0.32% | Reduce -92.86% | 11,010 | -143,237 | |
SNPS | Synopsys Inc | 2025-03-31 | Reduce Reduce | -0.49% | 428.58 ($485.8) 551.54 | $584.76 | 20.37% | Reduce -79.6% | 7,201 | -28,096 | |
TXRH | Texas Roadhouse Inc | 2025-03-31 | Reduce Reduce | -0.48% | 166.63 ($176.95) 185.86 | $184.08 | 4.03% | Reduce -86.48% | 11,868 | -75,894 |
BURNEY CO/ Total Holding History ($B)
BURNEY CO/'s Asset Allocation
BURNEY CO/ Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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BURNEY CO/'s Hypothetical Growth since 2025-03-31
BURNEY CO/'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BURNEY CO/'s Holdings Heat Map
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BURNEY CO/'s Holdings Bubble Chart
BURNEY CO/ News
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