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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 $558,334,812
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - LARGE CAP ETF
 529,541 $136,107,853 24.38%
2.
Vanguard Star Fds
 563,664 $35,003,535 6.27%
3.
Vanguard Index Fds - EXTEND MKT ETF
 195,552 $33,685,837 6.03%
4.
Apple Inc.
 AAPL 116,402 $25,856,269 4.63%
5.
Spdr S & P 500 Etf Trust
 SPY 35,552 $19,886,946 3.56%
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)