James J. Burns & Company, LLC - Portfolio overview

James J. Burns & Company, LLC has 173 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VV - VANGUARD INDEX FDS, 19.78%
2. SPY - STATE STR SPDR S&P 500 ETF T, 6.23%
3. VXUS - VANGUARD STAR FDS, 5.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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