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:
73.18%
Gain -1.1%
Monthly
1.67%
Yearly
21.96%
Drawdown
22%
$822.08M
Equity
Holdings
$822.08M
Investment
$596.65M
$286M
Profit -$5.25M
Realized
$60.58M
Unrealized
$225.43M
Dividends
$32.48M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.1%
Profit
-$5.25M
Win %
81%
This Week
Compared To Last Week
Gain
-0.66%
Profit
-$5.45M
Win %
81%
This Month
Compared to last month
Gain
-1.04%
Profit
-$8.67M
Win %
81%
This Year
Compared to last year
Gain
11.54%
Profit
$85.04M
Win %
81%
TECL Direxion Daily Technology Bull 3x Shares
+6.68%
+$27,715.59 
AMD Advanced Micro Devices, Inc.
+4.86%
+$41,851.04 
GEV GE Vernova Inc.
+4.56%
+$13,880.04 
TQQQ ProShares UltraPro QQQ
+4.51%
+$15,268.3 
SRFM Surf Air Mobility Inc.
+4.11%
+$594 
SMH VanEck Semiconductor ETF
+3.98%
+$25,031.46 
SLV iShares Silver Trust
+3.56%
+$8,539.58 
SMR NuScale Power Corporation
+3.43%
+$2,739.19 
CAT Caterpillar Inc.
+3.23%
+$25,984.16 
MTUM iShares MSCI USA Momentum Factor ETF
+3.18%
+$10,275.21 
QLD ProShares Ultra QQQ
+3.03%
+$13,428.45 
QTUM Defiance Quantum ETF
+2.59%
+$35,161.62 
NVDA NVIDIA Corporation
+2.5%
+$106,214.7 
ANET Arista Networks, Inc.
+2.46%
+$19,705.92 
IEMG iShares Core MSCI Emerging Markets ETF
+2.29%
+$138,750.3 
AIQ Global X Artificial Intelligence & Technology ETF
+2.01%
+$27,675.83 
GS The Goldman Sachs Group, Inc.
+1.72%
+$10,213.48 
SCHE Schwab Emerging Markets Equity ETF
+1.69%
+$34,748.81 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.66%
+$4,522.95 
CSCO Cisco Systems, Inc.
+1.56%
+$7,293.3 
VWO Vanguard FTSE Emerging Markets ETF
+1.55%
+$124,786.8 
QQQ Invesco QQQ Trust, Series 1
+1.51%
+$9,015.64 
CGXU Capital Group International Focus Equity ETF
+1.43%
+$3,720.68 
ROBO ROBO Global Robotics & Automation Index ETF
+1.4%
+$12,993.48 
IWF iShares Russell 1000 Growth ETF
+1.38%
+$39,025.8 
SCHA Schwab U.S. Small-Cap ETF
+1.36%
+$85,179.58 
IXUS iShares Core International Stock ETF
+1.28%
+$104,849.99 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.22%
+$582,184.2 
GE General Electric Company
+1.19%
+$3,032.82 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.13%
+$3,284.72 
GLD SPDR Gold Shares
+1.1%
+$7,047 
IAU iShares Gold Trust
+1.1%
+$2,851.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.1%
+$63,156 
BX Blackstone Inc.
+1.09%
+$3,613.95 
SCHF Schwab International Equity ETF
+1.08%
+$110,572.94 
VOOG Vanguard S&P 500 Growth ETF
+1.07%
+$6,906.06 
ORCL Oracle Corporation
+1.02%
+$2,533.32 
EFG iShares MSCI EAFE Growth ETF
+1.02%
+$9,569.89 
SCHM Schwab U.S. Mid-Cap ETF
+1.02%
+$85,883.34 
SCZ iShares MSCI EAFE Small-Cap ETF
+1%
+$32,973.84 
TSLA Tesla, Inc.
+0.98%
+$37,219 
CGGR Capital Group Growth ETF
+0.93%
+$3,444.86 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.91%
+$37,424.46 
SCHV Schwab U.S. Large-Cap Value ETF
+0.9%
+$113,960.43 
EFV iShares MSCI EAFE Value ETF
+0.89%
+$3,483.81 
SCHC Schwab International Small-Cap Equity ETF
+0.88%
+$9,377.76 
UPS United Parcel Service, Inc.
+0.88%
+$4,945.15 
EFA iShares MSCI EAFE ETF
+0.87%
+$20,172.4 
AME Ametek Inc.
+0.87%
+$6,396 
VUG Vanguard Growth ETF
+0.86%
+$3,210.54 
DFIV Dimensional International Value ETF
+0.83%
+$5,286.76 
IEFA iShares Core MSCI EAFE ETF
+0.82%
+$149,894.16 
AKBA Akebia Therapeutics Inc.
+0.78%
+$114.48 
JPM JPMorgan Chase & Co.
+0.77%
+$29,676.74 
AVLV Avantis U.S. Large Cap Value ETF
+0.74%
+$3,040.28 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.74%
+$4,914 
IJH iShares Core S&P Mid-Cap ETF
+0.72%
+$2,741.58 
MDGL Madrigal Pharmaceuticals, Inc.
+0.71%
+$2,026.92 
DFAI Dimensional International Core Equity Market ETF
+0.71%
+$1,856.87 
IWM iShares Russell 2000 ETF
+0.68%
+$4,256 
META Meta Platforms Inc Class A
+0.68%
+$14,099.8 
VXF Vanguard Extended Market ETF
+0.64%
+$309,390.95 
VB Vanguard Small-Cap ETF
+0.64%
+$87,156.8 
MGC Vanguard Mega Cap ETF
+0.63%
+$20,456.73 
SCHB Schwab U.S. Broad Market ETF
+0.63%
+$127,710.54 
SMMD iShares Russell 2500 ETF
+0.62%
+$40,576.8 
IVV iShares Core S&P 500 ETF
+0.61%
+$40,407.94 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.6%
+$28,223.65 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$310,995.42 
VOO Vanguard S&P 500 ETF
+0.58%
+$4,688.65 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.56%
+$949,305.24 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.55%
+$1,828.8 
SCHX Schwab U.S. Large-Cap ETF
+0.55%
+$9,716.32 
MGV Vanguard Mega Cap Value ETF
+0.54%
+$69,765.3 
IWV ISHARES RUSSELL 3000 ETF
+0.54%
+$2,508 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.54%
+$70,675.69 
COP ConocoPhillips
+0.49%
+$1,938.57 
JHML John Hancock Multifactor Large Cap ETF
+0.49%
+$2,597.2 
SBUX Starbucks Corporation
+0.48%
+$1,121.5 
VO Vanguard Mid-Cap ETF
+0.45%
+$79,215.84 
AFSM First Trust Active Factor Small Cap ETF
+0.45%
+$98,174.95 
ABBV AbbVie Inc.
+0.4%
+$1,861.5 
XOM Exxon Mobil Corporation
+0.39%
+$13,959.44 
IWR iShares Russell Mid-Cap ETF
+0.36%
+$1,724.97 
VTV Vanguard Value ETF
+0.33%
+$3,607.51 
AMGN Amgen Inc.
+0.27%
+$554.87 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.23%
+$47,801.84 
CVX Chevron Corporation
+0.23%
+$936.32 
T AT&T Inc.
+0.23%
+$2,014.8 
VIG Vanguard Dividend Appreciation ETF
+0.2%
+$1,694.35 
IWS iShares Russell Mid-Cap Value ETF
+0.13%
+$10,149.3 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.09%
+$1,187.2 
ICF iShares Cohen & Steers Realty Majors ETF
+0.08%
+$733.75 
COF Capital One Financial Corporation
+0.03%
+$154.84 
FBND Fidelity Total Bond ETF
+0.03%
+$103.03 
VNQ Vanguard Real Estate ETF
+0.03%
+$148.53 
BRK-A Berkshire Hathaway Inc.
+0.03%
+$559.89 
AXP American Express Company
+0.02%
+$80.71 
MUB iShares National Muni Bond ETF
+0.02%
+$140.4 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
WVE Wave Life Sciences Ltd.
0%
$0 
AAPL Apple Inc.
-2.14%
-$842,461.87 
BFLY Butterfly Network, Inc.
-1.05%
-$1,260 
MSFT Microsoft Corp.
-1.03%
-$43,414.56 
V Visa Inc. Class A
-0.99%
-$8,244.73 
JNJ Johnson & Johnson
-0.89%
-$15,387.6 
AMZN Amazon.com Inc
-0.86%
-$29,831.76 
CL Colgate-Palmolive Company
-0.81%
-$6,511.26 
CB Chubb Limited
-0.8%
-$2,157.05 
MCD McDonald's Corporation
-0.69%
-$2,108.64 
MA Mastercard Incorporated
-0.68%
-$10,992.74 
GOOG Alphabet Inc
-0.63%
-$33,157.92 
GOOGL Alphabet Inc
-0.63%
-$47,300.63 
PLTR Palantir Technologies Inc.
-0.61%
-$1,207.04 
PEP PepsiCo, Inc.
-0.6%
-$1,180.98 
COST Costco Wholesale Corporation
-0.59%
-$4,539.55 
MO Altria Group, Inc.
-0.58%
-$1,351.55 
SHW The Sherwin-Williams Company
-0.54%
-$1,557 
WMT Walmart Inc.
-0.53%
-$1,462.61 
VZ Verizon Communications Inc.
-0.49%
-$3,712.19 
HD The Home Depot, Inc.
-0.48%
-$13,868.8 
PM Philip Morris International Inc.
-0.46%
-$6,193.51 
MELI MercadoLibre, Inc.
-0.44%
-$1,169.28 
HSIC Henry Schein, Inc.
-0.44%
-$58,435.26 
KO The Coca-Cola Company
-0.43%
-$2,282.7 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.42%
-$2,560.32 
NFLX Netflix, Inc.
-0.37%
-$662.75 
PG Procter & Gamble Co
-0.37%
-$4,540.25 
LMBS First Trust Low Duration Opportunities ETF
-0.36%
-$16,878.6 
SKYY First Trust Cloud Computing ETF
-0.36%
-$3,612.28 
ED Consolidated Edison, Inc.
-0.31%
-$3,457.24 
SPLV Invesco S&P 500 Low Volatility ETF
-0.28%
-$665.28 
FTMA Franklin Massachusetts Municipal Income ETF
-0.2%
-$311.11 
LLY Eli Lilly and Company
-0.19%
-$8,154.04 
IWB iShares Russell 1000 ETF
-0.17%
-$2,727.9 
NYF iShares New York Muni Bond ETF
-0.17%
-$6,504.84 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.15%
-$23,243.64 
PFE Pfizer Inc.
-0.14%
-$426.19 
BRK-B Berkshire Hathaway Inc.
-0.14%
-$3,645.48 
MOAT VanEck Morningstar Wide Moat Fund
-0.11%
-$21,913.56 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.11%
-$359.6 
IMCV iShares Morningstar Mid-Cap ETF
-0.1%
-$1,854.36 
IWD iShares Russell 1000 Value ETF
-0.1%
-$400.35 
AGG iShares Core U.S. Aggregate Bond ETF
-0.1%
-$44,564.8 
JCPB JPMorgan Core Plus Bond ETF
-0.1%
-$4,356.9 
DIS The Walt Disney Company
-0.09%
-$196.02 
UITB VictoryShares Core Intermediate Bond ETF
-0.09%
-$2,976.34 
TEM Tempus AI, Inc.
-0.08%
-$320.08 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.06%
-$409.33 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.04%
-$130.8 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.04%
-$92.24 
KKR KKR & Co. Inc.
-0.02%
-$155.48 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$422.61 
UNH UnitedHealth Group Incorporated
-0.02%
-$242.9 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.01%
-$42.9 Events
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Dividends
Dividend Analysis
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| Trades 1686 | Longs Won 1346/1686 79% | Profit Factor 52.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $911,001.78 |
| Average Win $216,628.94 | Best Trade (Jul 22) $16.54M | Sharpe Ratio -11.35 |
| Average Loss -$16,409.41 | Worst Trade (Jul 24) -$366,678.77 | Z-Score 19.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 2d | Expectancy $169,634.26 |
| 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 | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for James J. Burns & Company LLC?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Large-Cap Index Fund ETF Shares - $26.24M, Vanguard Total International Stock Index Fund Investor Shares - $5.9M, Vanguard Extended Market ETF - $4.14M, Schwab U.S. Large-Cap Growth ETF - $3.71M, and iShares Core U.S. Aggregate Bond ETF - $2.5M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: SolarEdge Technologies Inc - $202,333, Eastman Chemical Company - $192,720.75, iShares Bitcoin Trust - $66,296.65, Danaher Corporation - $63,031.32, and United Parcel Service, Inc - $35,688.75. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does James J. Burns & Company LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $32.48M earned over time. The largest contributors to dividend income include Vanguard Large-Cap Index Fund ETF Shares - $5.99M, Vanguard Total International Stock Index Fund Investor Shares - $3.49M, iShares Core U.S. Aggregate Bond ETF - $2.35M, Vanguard Extended Market ETF - $1.53M, and Schwab U.S. Aggregate Bond ETF - $1.41M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are James J. Burns & Company LLC's monthly returns?
James J. Burns & Company LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can James J. Burns & Company LLC's strategy be considered aggressive or moderate?
James J. Burns & Company LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow James J. Burns & Company LLC's strategy?
James J. Burns & Company LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
