James-J-Burns--Company

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TEM",
  null,
  null,
  "MMM",
  "ABBV",
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  null,
  null,
  "COF",
  "DUK",
  null,
  null,
  null,
  null,
  "AKBA",
  "HD",
  "MCD",
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "ICF",
  "IWS",
  "MA",
  "MSFT",
  "MDLZ",
  "GE",
  "EMN",
  "BX",
  "EFG",
  "ANET",
  "KKR",
  "IWD",
  "ORCL",
  null,
  "IWF",
  "PEP",
  "IEMG",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  null,
  "NVDA",
  "GS",
  "PFE",
  null,
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "IEFA",
  "SCHX",
  null,
  "SHW",
  "GLD",
  null,
  "IBM",
  "SBUX",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VWO",
  "IWV",
  "VIG",
  null,
  "IT",
  null,
  "MGC",
  "WVE",
  "WM",
  "IWP",
  "IWR",
  "HSIC",
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "VUG",
  "VFH",
  "VEA",
  "VXUS",
  "VOOG",
  "MGV",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  "IXUS",
  "MTUM",
  null,
  null,
  "BRK-B",
  "BMY",
  "BFLY",
  "CVX",
  "CB",
  "CSCO",
  "KO",
  "CL",
  "COP",
  "ED",
  "COST",
  "DHR",
  "EFA",
  "USMV",
  "IWB",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 143
Total Value: 558334812
Accession Number: 0002063364-25-000009
Form Type: 13F-HR
CIK: james-j-burns--company
Manager Name: James-J-Burns--Company

Data Enrichment

74% identified

106 identified37 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

143 positions • $558.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46432F834

IXUS|46432F834

Shares:80.0K

Value:$5.6M

% of Portfolio:1.0% ($5.6M/$558.3M)

464287200

IVV|464287200

Shares:9.3K

Value:$5.2M

% of Portfolio:0.9% ($5.2M/$558.3M)

922042858

VWO|922042858

Shares:107.5K

Value:$4.9M

% of Portfolio:0.9% ($4.9M/$558.3M)

33739Q200

Shares:88.7K

Value:$4.4M

% of Portfolio:0.8% ($4.4M/$558.3M)

46435G268

Shares:69.4K

Value:$4.3M

% of Portfolio:0.8% ($4.3M/$558.3M)

808524607

SCHA|808524607

Shares:183.7K

Value:$4.3M

% of Portfolio:0.8% ($4.3M/$558.3M)

921943858

VEA|921943858

Shares:84.3K

Value:$4.3M

% of Portfolio:0.8% ($4.3M/$558.3M)

922908769

VTI|922908769

Shares:15.3K

Value:$4.2M

% of Portfolio:0.8% ($4.2M/$558.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:35.0K

Value:$4.2M

% of Portfolio:0.7% ($4.2M/$558.3M)

46434G103

IEMG|46434G103

Shares:71.5K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$558.3M)

921910873

MGC|921910873

Shares:17.6K

Value:$3.6M

% of Portfolio:0.6% ($3.6M/$558.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:14.0K

Value:$3.4M

% of Portfolio:0.6% ($3.4M/$558.3M)

464288323

Shares:64.8K

Value:$3.4M

% of Portfolio:0.6% ($3.4M/$558.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:21.7K

Value:$3.3M

% of Portfolio:0.6% ($3.3M/$558.3M)

92647N527

Shares:70.5K

Value:$3.3M

% of Portfolio:0.6% ($3.3M/$558.3M)

AMAZON COM INC

AMZN|023135106

Shares:16.8K

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$558.3M)

HOME DEPOT, INC.

HD|437076102

Shares:7.9K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$558.3M)

Tesla, Inc.

TSLA|88160R101

Shares:11.2K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$558.3M)

46641Q670

Shares:58.8K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$558.3M)

464287614

IWF|464287614

Shares:7.1K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$558.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IXUScusip46432F834)	80.0K	QoQ +0.92% (+732) YoY +80.15% (+35.6K)	All Managers (Combined)	$5.6M	1.0% ($5.6M/$558.3M)	QoQ +106410.40% (+$5.6M) YoY +186426.57% (+$5.6M)
(IVVcusip464287200)	9.3K	QoQ -1.34% (-126) YoY +802.14% (+8.2K)	All Managers (Combined)	$5.2M	0.9% ($5.2M/$558.3M)	QoQ +94048.56% (-$5.2M) YoY +972005.98% (+$5.2M)
(VWOcusip922042858)	107.5K	QoQ +10.38% (+10.1K) YoY +203.22% (+72.1K)	All Managers (Combined)	$4.9M	0.9% ($4.9M/$558.3M)	QoQ +113352.48% (+$4.9M) YoY +326037.86% (+$4.9M)
(cusip33739Q200)✕	88.7K	QoQ -2.56% (-2.3K) YoY +100.71% (+44.5K)	All Managers (Combined)	$4.4M	0.8% ($4.4M/$558.3M)	QoQ +98273.46% (-$4.4M) YoY +205072.32% (+$4.4M)
(cusip46435G268)✕	69.4K	QoQ -2.82% (-2.0K) YoY +176.47% (+44.3K)	All Managers (Combined)	$4.3M	0.8% ($4.3M/$558.3M)	QoQ +89264.67% (-$4.3M) YoY +270219.80% (+$4.3M)
(SCHAcusip808524607)	183.7K	QoQ +0.39% (+725) YoY +236.92% (+129.2K)	All Managers (Combined)	$4.3M	0.8% ($4.3M/$558.3M)	QoQ +90887.10% (+$4.3M) YoY +164540.01% (+$4.3M)
(VEAcusip921943858)	84.3K	QoQ +1.21% (+1.0K) YoY +89.63% (+39.8K)	All Managers (Combined)	$4.3M	0.8% ($4.3M/$558.3M)	QoQ +107478.88% (+$4.3M) YoY +194048.93% (+$4.3M)
(VTIcusip922908769)	15.3K	QoQ +5.49% (+796) YoY +53.05% (+5.3K)	All Managers (Combined)	$4.2M	0.8% ($4.2M/$558.3M)	QoQ +99937.49% (+$4.2M) YoY +163381.61% (+$4.2M)
EXXON MOBIL CORP(XOMcusip30231G102)	35.0K	QoQ -0.01% (-4) YoY +276.02% (+25.7K)	All Managers (Combined)	$4.2M	0.7% ($4.2M/$558.3M)	QoQ +110432.94% (-$4.2M) YoY +374638.48% (+$4.2M)
(IEMGcusip46434G103)	71.5K	QoQ +1.51% (+1.1K) YoY +64.36% (+28.0K)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$558.3M)	QoQ +104828.95% (+$3.9M) YoY +171043.54% (+$3.9M)
(MGCcusip921910873)	17.6K	QoQ -2.48% (-450) YoY +360.57% (+13.8K)	All Managers (Combined)	$3.6M	0.6% ($3.6M/$558.3M)	QoQ +92240.93% (-$3.5M) YoY +499268.35% (+$3.5M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	14.0K	QoQ -0.48% (-68) YoY +183.98% (+9.1K)	All Managers (Combined)	$3.4M	0.6% ($3.4M/$558.3M)	QoQ +101758.56% (-$3.4M) YoY +350260.12% (+$3.4M)
(cusip464288323)✕	64.8K	QoQ -18.00% (-14.2K) YoY +13.24% (+7.6K)	All Managers (Combined)	$3.4M	0.6% ($3.4M/$558.3M)	QoQ +81029.43% (-$3.4M) YoY +111668.88% (+$3.4M)
Alphabet Inc.(GOOGLcusip02079K305)	21.7K	QoQ +0.25% (+55) YoY +403.51% (+17.4K)	All Managers (Combined)	$3.3M	0.6% ($3.3M/$558.3M)	QoQ +81821.31% (+$3.3M) YoY +503377.29% (+$3.3M)
(cusip92647N527)✕	70.5K	QoQ -2.50% (-1.8K) YoY +103.50% (+35.9K)	All Managers (Combined)	$3.3M	0.6% ($3.3M/$558.3M)	QoQ +99483.30% (-$3.3M) YoY +207302.81% (+$3.3M)
AMAZON COM INC(AMZNcusip023135106)	16.8K	QoQ -1.17% (-200) YoY +96.88% (+8.3K)	All Managers (Combined)	$3.2M	0.6% ($3.2M/$558.3M)	QoQ +85583.17% (-$3.2M) YoY +207203.36% (+$3.2M)
HOME DEPOT, INC.(HDcusip437076102)	7.9K	QoQ +0.46% (+37) YoY +102.01% (+4.0K)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$558.3M)	QoQ +94552.61% (+$2.9M) YoY +203874.40% (+$2.9M)
Tesla, Inc.(TSLAcusip88160R101)	11.2K	QoQ +9.77% (+998) YoY +408.71% (+9.0K)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$558.3M)	QoQ +70344.84% (+$2.9M) YoY +791300.81% (+$2.9M)
(cusip46641Q670)✕	58.8K	QoQ +12.27% (+6.4K) YoY +219.42% (+40.4K)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$558.3M)	QoQ +114563.01% (+$2.8M) YoY +326040.56% (+$2.8M)
(IWFcusip464287614)	7.1K	QoQ -8.58% (-668) YoY -12.29% (-998)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$558.3M)	QoQ +82108.76% (-$2.6M) YoY +94728.26% (-$2.6M)