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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 $613,093,955
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - LARGE CAP ETF
 518,733 $147,994,183 24.14%
2.
Vanguard Star Fds
 552,247 $38,154,827 6.22%
3.
Vanguard Index Fds - EXTEND MKT ETF
 195,831 $37,738,518 6.16%
4.
Spdr S & P 500 Etf Trust
 SPY 42,637 $26,342,538 4.3%
5.
Apple Inc.
 AAPL 116,099 $23,820,008 3.89%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)