JJ

James J. Burns & Company, LLC

13F
James J. Burns & Company, LLC
Last update 2025-07-15 156 Stocks (16 new)
Value $613.00 Mil Turnover 3 %
Countries:
Top Holdings: VV(24.14%)VXUS(6.22%)VXF(6.16%)SPY(4.30%)AAPL(3.89%)
Summary Stock Picks Current Portfolio
James J. Burns & Company, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VV
Vanguard Large Cap ETF
518,733
147,994.2
-2.04%
24.140
-0.50%
0.370
+16.44%
+7.11%
40,306.0
 
VXUS
Vanguard Total International Stock
552,247
38,154.8
-2.03%
6.220
-0.13%
0.040
+13.45%
+17.82%
91,532.4
 
VXF
Vanguard Extended Market Index ETF
195,831
37,738.5
+0.14%
6.160
+0.01%
0.180
+20.04%
+2.99%
21,098.4
 
SPY
SPDR S&P 500 ETF Trust
42,637
26,342.5
+19.93%
4.300
+0.71%
0.000
+16.07%
+6.79%
637,713.5
 
AAPL
Apple Inc
116,099
23,820.0
-0.26%
3.890
-0.01%
0.000
+3.58%
-16.29%
3,123,230.6
Hardware
SCHG
Schwab U.S. Large-Cap Growth ETF
625,828
18,280.4
-2.24%
2.980
-0.06%
0.040
+20.31%
+5.95%
44,894.6
 
SCHB
Schwab U.S. Broad Market ETF
704,368
16,785.1
-2.06%
2.740
-0.06%
0.050
+16.57%
+6.35%
34,609.2
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
161,365
16,007.4
+5.44%
2.610
+0.13%
0.010
+0.92%
+2.86%
127,509.9
 
SCHZ
Schwab US Aggregate Bond ETF
649,813
15,101.7
-1.48%
2.460
-0.04%
0.170
+0.94%
+2.98%
8,532.5
 
MOAT
VanEck Morningstar Wide Moat ETF
154,250
14,467.2
+6.86%
2.360
+0.15%
0.120
+15.80%
+2.46%
12,650.6
 

James J. Burns & Company, LLC's Historical Top Holdings Breakdowns

James J. Burns & Company, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Add
Add
+0.71%
●
496.48 ($571.44) 617.85
$622.14
8.87%
Add 19.93%
42,637
7,085
VV
Vanguard Large Cap ETF
2025-06-30
Reduce
Reduce
-0.50%
●
228.25 ($263.38) 285.3
$287.03
8.98%
Reduce -2.04%
518,733
-10,808
JKH
iShares Morningstar Mid-Cap Growth ETF
iShares Morningstar Mid-Cap Growth ETF
2025-06-30
Add
Add
+0.26%
●
63.36 ($74.31) 80.23
$374.17
403.52%
Add 138.23%
34,053
19,759
MUB
iShares National Muni Bond ETF
2025-06-30
Reduce
Reduce
-0.25%
●
102.31 ($103.99) 105.8
$103.65
-0.33%
Reduce -64.8%
7,352
-13,537
JKI
JKI
2025-06-30
Add
Add
+0.18%
●
65.1 ($72.77) 75.98
$185.71
155.19%
Add 235.19%
20,510
14,391
MGC
Vanguard Mega Cap 300 Index ETF
2025-06-30
Reduce
Reduce
-0.17%
●
179.23 ($206.87) 224.92
$226.69
9.58%
Reduce -25.86%
13,071
-4,560
MOAT
VanEck Morningstar Wide Moat ETF
2025-06-30
Add
Add
+0.15%
●
76.53 ($87.73) 93.79
$95.01
8.30%
Add 6.86%
154,250
9,902
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-06-30
Add
Add
+0.13%
●
96.82 ($98) 99.46
$97.75
-0.26%
Add 5.44%
161,365
8,331
VXUS
Vanguard Total International Stock
2025-06-30
Reduce
Reduce
-0.13%
●
55.54 ($64.89) 69.09
$68.73
5.92%
Reduce -2.03%
552,247
-11,417
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
2025-06-30
Add
Add
+0.11%
●
62.37 ($72.96) 77.63
$76.95
5.47%
Add 10.57%
88,483
8,460

James J. Burns & Company, LLC Total Holding History ($B)

To

James J. Burns & Company, LLC's Asset Allocation

To

James J. Burns & Company, LLC Past Portfolios

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

Top Ranked Articles

  • 1

James J. Burns & Company, LLC's Hypothetical Growth since 2025-06-30

James J. Burns & Company, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

James J. Burns & Company, LLC's Holdings Heat Map

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James J. Burns & Company, LLC's Holdings Bubble Chart

James J. Burns & Company, LLC News

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