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Home > Institutional Investor > James J. Burns & Company, Llc > Profile

Instuitional Investor - James J. Burns & Company, Llc

Fund Profile
Filing Period:
Fund Name: James J. Burns & Company, Llc
Portfolio Value $670,792,279
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - LARGE CAP ETF
 509,938 $156,989,657 23.4%
2.
Vanguard Index Fds - EXTEND MKT ETF
 197,051 $41,250,584 6.15%
3.
Vanguard Star Fds
 553,423 $40,654,462 6.06%
4.
Spdr S & P 500 Etf Trust
 SPY 49,228 $32,794,753 4.89%
5.
Apple Inc.
 AAPL 115,153 $29,321,544 4.37%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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