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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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.7K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$558.3M)

Alphabet Inc.

GOOG|02079K107

Shares:14.1K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$558.3M)

464288414

MUB|464288414

Shares:20.9K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$558.3M)

464288273

Shares:34.3K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$558.3M)

464287465

EFA|464287465

Shares:22.5K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$558.3M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:3.4K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$558.3M)

ELI LILLY & Co

LLY|532457108

Shares:2.1K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$558.3M)

NVIDIA CORP

NVDA|67066G104

Shares:15.9K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$558.3M)

808524706

Shares:57.6K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$558.3M)

Mastercard Inc

MA|57636Q104

Shares:2.6K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$558.3M)

3M CO

MMM|88579Y101

Shares:9.6K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$558.3M)

464287622

IWB|464287622

Shares:4.6K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$558.3M)

808524201

SCHX|808524201

Shares:61.5K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$558.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:7.9K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$558.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:8.0K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$558.3M)

Philip Morris International Inc.

PM|718172109

Shares:7.8K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$558.3M)

464287481

IWP|464287481

Shares:10.3K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$558.3M)

AT&T INC.

T|00206R102

Shares:40.0K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$558.3M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:9.9K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$558.3M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:17.9K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$558.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.7K	QoQ +0.04% (+2) YoY +546.74% (+4.0K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$558.3M)	QoQ +117483.05% (+$2.5M) YoY +821817.16% (+$2.5M)
Alphabet Inc.(GOOGcusip02079K107)	14.1K	QoQ +0.27% (+38) YoY NEW(+14.1K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$558.3M)	QoQ +82181.85% (+$2.2M) YoY NEW(+$2.2M)
(MUBcusip464288414)	20.9K	QoQ +1.70% (+351) YoY +48.50% (+6.8K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$558.3M)	QoQ +100517.77% (+$2.2M) YoY +146539.34% (+$2.2M)
(cusip464288273)✕	34.3K	QoQ +5.74% (+1.9K) YoY +144.65% (+20.3K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$558.3M)	QoQ +110510.85% (+$2.2M) YoY +248616.76% (+$2.2M)
(EFAcusip464287465)	22.5K	QoQ -0.01% (-3) YoY +39.93% (+6.4K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$558.3M)	QoQ +107999.41% (-$1.8M) YoY +144741.30% (+$1.8M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	3.4K	QoQ +0.29% (+10) YoY NEW(+3.4K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$558.3M)	QoQ +103768.96% (+$1.8M) YoY NEW(+$1.8M)
ELI LILLY & Co(LLYcusip532457108)	2.1K	QoQ +0.09% (+2) YoY +5.45% (+109)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$558.3M)	QoQ +107024.47% (+$1.7M) YoY +113895.02% (+$1.7M)
NVIDIA CORP(NVDAcusip67066G104)	15.9K	QoQ +10.39% (+1.5K) YoY NEW(+15.9K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$558.3M)	QoQ +89054.58% (+$1.7M) YoY NEW(+$1.7M)
(cusip808524706)✕	57.6K	QoQ -1.33% (-782) YoY +33.17% (+14.4K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$558.3M)	QoQ +102002.76% (-$1.6M) YoY +144329.00% (+$1.6M)
Mastercard Inc(MAcusip57636Q104)	2.6K	QoQ 0.00% (+0) YoY +165.00% (+1.6K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$558.3M)	QoQ +103954.67% (+$1.4M) YoY +302765.53% (+$1.4M)
3M CO(MMMcusip88579Y101)	9.6K	QoQ -0.01% (-1) YoY NEW(+9.6K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$558.3M)	QoQ +113731.33% (-$1.4M) YoY NEW(+$1.4M)
(IWBcusip464287622)	4.6K	QoQ -14.88% (-798) YoY +362.67% (+3.6K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$558.3M)	QoQ +80928.72% (-$1.4M) YoY +497895.01% (+$1.4M)
(SCHXcusip808524201)	61.5K	QoQ +0.46% (+285) YoY +428.19% (+49.9K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$558.3M)	QoQ +95514.28% (+$1.4M) YoY +189394.97% (+$1.4M)
PROCTER & GAMBLE Co(PGcusip742718109)	7.9K	QoQ +2.75% (+212) YoY +154.98% (+4.8K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$558.3M)	QoQ +104294.03% (+$1.3M) YoY +270318.27% (+$1.3M)
JOHNSON & JOHNSON(JNJcusip478160104)	8.0K	QoQ -7.06% (-608) YoY +400.06% (+6.4K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$558.3M)	QoQ +106473.73% (-$1.3M) YoY +526425.00% (+$1.3M)
Philip Morris International Inc.(PMcusip718172109)	7.8K	QoQ -0.10% (-8) YoY +158.74% (+4.8K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$558.3M)	QoQ +131708.28% (-$1.2M) YoY +447667.50% (+$1.2M)
(IWPcusip464287481)	10.3K	QoQ -1.01% (-106) YoY +26.06% (+2.1K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$558.3M)	QoQ +91701.44% (-$1.2M) YoY +132134.20% (+$1.2M)
AT&T INC.(Tcusip00206R102)	40.0K	QoQ -0.15% (-62) YoY +68.04% (+16.2K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$558.3M)	QoQ +123868.75% (-$1.1M) YoY +271025.89% (+$1.1M)
CONSOLIDATED EDISON INC(EDcusip209115104)	9.9K	QoQ 0.00% (+0) YoY +307.33% (+7.5K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$558.3M)	QoQ +123779.72% (+$1.1M) YoY +497661.08% (+$1.1M)
ALTRIA GROUP, INC.(MOcusip02209S103)	17.9K	QoQ 0.00% (+0) YoY NEW(+17.9K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$558.3M)	QoQ +114721.68% (+$1.1M) YoY NEW(+$1.1M)