JJB
James J. Burns & Company LLC Portfolio
Invests via James J. Burns & Company LLC | Managed by David Carter, Jack Stankoven, Grant Christensen, Ryan Boico
Invests via James J. Burns & Company LLC
Managed by David Carter, Jack Stankoven, Grant Christensen, Ryan Boico
Automatically Tracked
Company Profile
James J. Burns & Company LLC stands as a prominent investment firm specializing in wealth management and advisory services tailored for high-net-worth individuals and families. Leveraging extensive industry expertise, this firm focuses on delivering personalized financial solutions that address unique client needs. With a foundation built on trust and transparency, the company positions itself to navigate complex market environments effectively while enhancing value for its clientele. This strategic approach fosters enduring relationships, making it an essential player within the private wealth sector.
James J. Burns & Company LLC stands as a prominent investment firm specializing in wealth management and advisory services tailored for high-net-worth individuals and families. Leveraging extensive industry expertise, this firm focuses on delivering personalized financial solutions that address unique client needs. With a foundation built on trust and transparency, the company positions itself to navigate complex market environments effectively while enhancing value for its clientele. This strategic approach fosters enduring relationships, making it an essential player within the private wealth sector.
Investment Philosophy & Strategy
At the intersection of strategy and opportunity, James J. Burns & Company LLC demonstrates a commitment to personalized investment solutions for high-net-worth clientele. The firm prioritizes nuanced market insights and employs a relationship-driven model to effectively align its services with client objectives. Its expertise extends into various asset classes, where innovation is key in sourcing unique value propositions. Through proactive engagement, it navigates complex financial landscapes while maintaining a focus on long-term growth, securing advantages that foster enduring trust among investors.
At the intersection of strategy and opportunity, James J. Burns & Company LLC demonstrates a commitment to personalized investment solutions for high-net-worth clientele. The firm prioritizes nuanced market insights and employs a relationship-driven model to effectively align its services with client objectives. Its expertise extends into various asset classes, where innovation is key in sourcing unique value propositions. Through proactive engagement, it navigates complex financial landscapes while maintaining a focus on long-term growth, securing advantages that foster enduring trust among investors.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
34.1%
Gain +1.7%
Monthly
0.89%
Yearly
11.27%
Drawdown
15.65%
$785.8M
Equity
Holdings
$785.8M
Investment
$558.79M
$283M
Profit +$15.99M
Realized
$55.99M
Unrealized
$227.01M
Dividends
$29.8M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.7%
Profit
$15.99M
Win %
84%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$2.8M
Win %
84%
This Month
Compared to last month
Gain
-1.25%
Profit
-$9.93M
Win %
84%
This Year
Compared to last year
Gain
8.43%
Profit
$61.09M
Win %
84%
TECL Direxion Daily Technology Bull 3x Shares
+11.48%
+$50,489.44 
TQQQ ProShares UltraPro QQQ
+9.87%
+$34,241.04 
AMD Advanced Micro Devices, Inc.
+7.96%
+$65,412.34 
SMH VanEck Semiconductor ETF
+6.78%
+$43,498.8 
QLD ProShares Ultra QQQ
+6.55%
+$32,250.96 
QTUM Defiance Quantum ETF
+5.54%
+$73,731.33 
SLV iShares Silver Trust
+5.5%
+$11,903.35 
BFLY Butterfly Network Inc.
+5.29%
+$5,130 
CAT Caterpillar Inc.
+4.83%
+$37,908.81 
TSLA Tesla, Inc.
+4.63%
+$175,692.81 
MTUM iShares MSCI USA Momentum Factor ETF
+4.61%
+$19,220.39 
CGXU Capital Group International Focus Equity ETF
+4.53%
+$12,175.5 
GE General Electric Company
+4.42%
+$13,794.1 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$278,715.15 
SHW The Sherwin-Williams Company
+4.26%
+$12,293 
AIQ Global X Artificial Intelligence & Technology ETF
+4.22%
+$54,783.68 
EFG iShares MSCI EAFE Growth ETF
+3.9%
+$37,702.09 
SCHF Schwab International Equity ETF
+3.67%
+$385,383.04 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.64%
+$208,774.21 
ROBO ROBO Global Robotics & Automation Index ETF
+3.6%
+$31,211.18 
SBUX Starbucks Corporation
+3.53%
+$9,436.96 
GS The Goldman Sachs Group, Inc.
+3.43%
+$19,276.61 
SCHA Schwab U.S. Small-Cap ETF
+3.39%
+$211,053.49 
IXUS iShares Core International Stock ETF
+3.38%
+$283,372.44 
VGT Vanguard Information Technology ETF
+3.33%
+$8,089.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.33%
+$1.58M 
QQQ Invesco QQQ Trust, Series 1
+3.31%
+$18,552.93 
SCHC Schwab International Small-Cap Equity ETF
+3.18%
+$34,884.37 
SMMD iShares Russell 2500 ETF
+3.18%
+$206,102.8 
GLD SPDR Gold Shares
+3.12%
+$14,600 
EFA iShares MSCI EAFE ETF
+3.06%
+$70,124.28 
IAU iShares Gold Trust
+3.05%
+$8,037.9 
ANET Arista Networks, Inc.
+3.04%
+$21,884.99 
AKBA Akebia Therapeutics Inc.
+3.04%
+$303.37 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$532,108.08 
VXF Vanguard Extended Market ETF
+2.97%
+$1.38M 
IWM iShares Russell 2000 ETF
+2.97%
+$17,991.86 
SCHM Schwab U.S. Mid-Cap ETF
+2.95%
+$249,258.42 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+2.83%
+$18,748.8 
BOTZ Global X Robotics & Artificial Intelligence ETF
+2.81%
+$8,055.96 
IWP iShares Russell Mid-Cap Growth ETF
+2.77%
+$40,318.02 
EMN Eastman Chemical Company
+2.76%
+$8,017.9 
DFAI Dimensional International Core Equity Market ETF
+2.7%
+$7,184.3 
CGGR Capital Group Growth ETF
+2.69%
+$9,844.8 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.67%
+$28,527 
WVE Wave Life Sciences Ltd.
+2.65%
+$15,870.3 
IBIT iShares Bitcoin Trust
+2.62%
+$4,857.59 
EFV iShares MSCI EAFE Value ETF
+2.58%
+$11,167.2 
CSCO Cisco Systems, Inc.
+2.53%
+$12,726.28 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$9,128.45 
VB Vanguard Small-Cap ETF
+2.52%
+$324,560.66 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.48%
+$8,313.36 
COF Capital One Financial Corporation
+2.44%
+$9,600.08 
VWO Vanguard FTSE Emerging Markets ETF
+2.39%
+$177,585.3 
BMY Bristol-Myers Squibb Company
+2.37%
+$7,592.64 
SCZ iShares MSCI EAFE Small-Cap ETF
+2.37%
+$75,857.88 
DFIV Dimensional International Value ETF
+2.36%
+$15,047.68 
SCHE Schwab Emerging Markets Equity ETF
+2.34%
+$49,049.12 
VOOG Vanguard S&P 500 Growth ETF
+2.28%
+$14,277.6 
IWR iShares Russell Mid-Cap ETF
+2.26%
+$10,544.08 
HD The Home Depot, Inc.
+2.26%
+$59,597.78 
PFE Pfizer Inc.
+2.25%
+$7,636.57 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$6,859.13 
NVDA NVIDIA Corporation
+2.17%
+$82,133.68 
LLY Eli Lilly and Company
+2.13%
+$49,799.97 
SHOP Shopify Inc.
+2.1%
+$3,974.77 
IWS iShares Russell Mid-Cap Value ETF
+2.07%
+$162,824.31 
SCHV Schwab U.S. Large-Cap Value ETF
+2.06%
+$266,749.17 
AVLV Avantis U.S. Large Cap Value ETF
+2.03%
+$8,068.98 
BX Blackstone Inc.
+2.03%
+$6,374.4 
IWD iShares Russell 1000 Value ETF
+1.99%
+$7,363.28 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.88%
+$7,228.65 
SCHB Schwab U.S. Broad Market ETF
+1.85%
+$373,409.72 
VO Vanguard Mid-Cap ETF
+1.85%
+$303,020.34 
MGV Vanguard Mega Cap Value ETF
+1.84%
+$237,153.3 
TSPA T. Rowe Price U.S. Equity Research ETF
+1.83%
+$235,903.08 
IWV ISHARES RUSSELL 3000 ETF
+1.81%
+$8,206 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.81%
+$84,103.53 
VUG Vanguard Growth ETF
+1.78%
+$6,651.36 
DIS The Walt Disney Company
+1.77%
+$3,797.5 
MGC Vanguard Mega Cap ETF
+1.75%
+$57,155.58 
SCHX Schwab U.S. Large-Cap ETF
+1.75%
+$30,512 
HSIC Henry Schein, Inc.
+1.74%
+$15,116.58 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.73%
+$2.89M 
IWB iShares Russell 1000 ETF
+1.72%
+$27,223.2 
VOO Vanguard S&P 500 ETF
+1.72%
+$7,176.01 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$722,769.16 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.7%
+$5,183.75 
IVV iShares Core S&P 500 ETF
+1.69%
+$113,375.1 
VTV Vanguard Value ETF
+1.68%
+$18,059.93 
AXP American Express Company
+1.64%
+$6,967.95 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.58%
+$311,546.56 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$47,931.78 
JPM JPMorgan Chase & Co.
+1.42%
+$80,616.8 
AMZN Amazon.com Inc
+1.4%
+$46,808.57 
AAPL Apple Inc.
+1.39%
+$475,364.7 
MRK Merck & Co., Inc.
+1.39%
+$8,510.72 
MELI MercadoLibre, Inc.
+1.37%
+$2,778.88 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$9,891.71 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.15%
+$200,663.76 
UYG ProShares Ultra Financials
+1.06%
+$2,449.31 
XLC Communication Services Select Sector SPDR Fund
+1.02%
+$1,982.02 
GOOG Alphabet Inc
+0.91%
+$48,908.51 
IBM International Business Machines Corporation
+0.89%
+$2,055.16 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.85%
+$3,014.94 
MCD McDonald's Corporation
+0.83%
+$3,139.61 
XLV Health Care Select Sector SPDR Fund
+0.79%
+$1,583.89 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.73%
+$4,281.6 
MMM 3M Company
+0.68%
+$5,492.31 
MDGL Madrigal Pharmaceuticals, Inc.
+0.63%
+$1,574.72 
FBND Fidelity Total Bond ETF
+0.62%
+$1,899.52 
JCPB JPMorgan Core Plus Bond ETF
+0.6%
+$25,378.92 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$143,169.04 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.57%
+$87,290.58 
UITB VictoryShares Core Intermediate Bond ETF
+0.56%
+$18,632.53 
ICF iShares Cohen & Steers Realty Majors ETF
+0.41%
+$3,717.84 
GOOGL Alphabet Inc
+0.39%
+$30,276.98 
JHML John Hancock Multifactor Large Cap ETF
+0.34%
+$1,778.18 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$7,591.32 
KKR KKR & Co. Inc.
+0.28%
+$2,099.25 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.24%
+$1,524.66 
TEM Tempus AI, Inc.
+0.22%
+$1,650.22 
MUB iShares National Muni Bond ETF
+0.21%
+$1,577.62 
NYF iShares New York Muni Bond ETF
+0.17%
+$4,769.64 
LMBS First Trust Low Duration Opportunities ETF
+0.16%
+$7,210.8 
SKYY First Trust Cloud Computing ETF
+0.16%
+$1,305.15 
FTMA Franklin Massachusetts Municipal Income ETF
+0.06%
+$86.28 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
ORCL Oracle Corporation
-8.58%
-$35,248.05 
COP ConocoPhillips
-3.8%
-$17,332.56 
XOM Exxon Mobil Corporation
-2.68%
-$141,344.19 
WM Waste Management, Inc.
-2.48%
-$5,143.93 
MO Altria Group, Inc.
-2.35%
-$18,073.76 
CVX Chevron Corporation
-2.11%
-$8,308 
MSFT Microsoft Corp.
-1.79%
-$114,269.55 
PM Philip Morris International Inc.
-1.27%
-$13,374.2 
KO The Coca-Cola Company
-1.26%
-$7,530.6 
V Visa Inc. Class A
-1.19%
-$8,868.64 
NFLX Netflix, Inc.
-0.89%
-$1,876.1 
T AT&T Inc.
-0.86%
-$8,515 
CB Chubb Limited
-0.82%
-$2,083.98 
COST Costco Wholesale Corporation
-0.82%
-$6,564.82 
AFSM First Trust Active Factor Small Cap ETF
-0.73%
-$147,233.17 
ED Consolidated Edison, Inc.
-0.7%
-$5,928.26 
CL Colgate-Palmolive Company
-0.6%
-$4,751.46 
MA Mastercard Incorporated
-0.54%
-$7,832.88 
UNH UnitedHealth Group Incorporated
-0.51%
-$7,219.68 
RYAN Ryan Specialty Holdings Inc.
-0.46%
-$640 
PG Procter & Gamble Co
-0.45%
-$8,107.71 
META Meta Platforms Inc Class A
-0.45%
-$8,134.5 
PEP PepsiCo, Inc.
-0.44%
-$945.65 
BRK-A Berkshire Hathaway Inc.
-0.17%
-$3,720 
JKI iShares Morningstar Mid-Cap Value ETF
-0.1%
-$3,606.12 
VNQ Vanguard Real Estate ETF
-0.09%
-$522.9 
WMT Walmart Inc.
-0.09%
-$272.69 
ABBV AbbVie Inc.
-0.08%
-$350.55 
SPLV Invesco S&P 500 Low Volatility ETF
-0.08%
-$190.08 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.06%
-$474.84 
JNJ Johnson & Johnson
-0.05%
-$849.58 
VZ Verizon Communications Inc.
-0.04%
-$344.4 
JKH iShares Morningstar Mid-Cap Growth ETF
-0.03%
-$1,336.92 Events
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Dividends
Dividend Analysis
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| Trades 1555 | Longs Won 1264/1555 81% | Profit Factor 61.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $940,449.63 |
| Average Win $227,614.25 | Best Trade (Jun 11) $15.95M | Sharpe Ratio -11.08 |
| Average Loss -$16,152.64 | Worst Trade (Jun 11) -$430,402.05 | Z-Score 26.23 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 4d | Expectancy $181,996.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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