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
+19.83%
+8.10%
40,679.5
 
VXUS
Vanguard Total International Stock
552,247
38,154.8
-2.03%
6.220
-0.13%
0.040
+13.52%
+18.48%
92,038.5
 
VXF
Vanguard Extended Market Index ETF
195,831
37,738.5
+0.14%
6.160
+0.01%
0.180
+22.95%
+5.13%
21,536.8
 
SPY
SPDR S&P 500 ETF Trust
42,637
26,342.5
+19.93%
4.300
+0.71%
0.000
+19.57%
+7.72%
643,289.7
 
AAPL
Apple Inc
116,099
23,820.0
-0.26%
3.890
-0.01%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
SCHG
Schwab U.S. Large-Cap Growth ETF
625,828
18,280.4
-2.24%
2.980
-0.06%
0.040
+25.66%
+6.92%
45,305.9
 
SCHB
Schwab U.S. Broad Market ETF
704,368
16,785.1
-2.06%
2.740
-0.06%
0.050
+20.01%
+7.37%
34,940.9
 
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
+1.23%
+3.24%
127,979.5
 
SCHZ
Schwab US Aggregate Bond ETF
649,813
15,101.7
-1.48%
2.460
-0.04%
0.170
+1.25%
+3.34%
8,562.4
 
MOAT
VanEck Morningstar Wide Moat ETF
154,250
14,467.2
+6.86%
2.360
+0.15%
0.120
+18.48%
+3.63%
12,795.7
 

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
$627.58
9.82%
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
$289.69
9.99%
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
$103.24
-0.72%
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
$228.37
10.39%
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
$96.10
9.54%
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
$98.11
0.11%
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
$69.11
6.50%
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
$77.40
6.09%
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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