13F Filings History of Burleson & Company, LLC

Latest 13F report
Q4 2022 - 31 Jan 2023
Value $
$399,864,949
Signature - Title
James Burleson - Principal and Chief Compliance Officer
Location
Petaluma, CA
Summary
This page shows a list of all the recent 13F filings made by Burleson & Company, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Burleson & Company, LLC reported 413 stock holdings with total value $399,864,949 as of Q4 2022. Top holdings included MSFT, INVESCO QQQ TR, AAPL, TSLA, and VOO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2022 413 $399,864,949 +$51,467,485 -$97,961,882 -$46,494,397 MSFT, INVESCO QQQ TR, AAPL, TSLA, VOO 13F-HR 30 Jan 2023, 19:23
Q3 2022 375 $458,253,000 +$55,001,509 -$11,787,042 +$43,214,467 TSLA, AAPL, AMZN, MSFT, QQQ 13F-HR 17 Oct 2022, 11:21
Q2 2022 407 $456,686,000 +$64,248,605 -$50,772,833 +$13,475,772 TSLA, AAPL, MSFT, AMZN, NVDA 13F-HR 13 Jul 2022, 11:10
Q1 2022 389 $619,176,000 +$122,933,852 -$121,501,985 +$1,431,867 TSLA, NVDA, AMZN, AAPL, QQQ 13F-HR 25 Apr 2022, 16:55
Q4 2021 350 $686,365,000 +$51,190,798 -$48,148,349 +$3,042,449 NVDA, AAPL, TSLA, AMZN, MSFT 13F-HR 25 Jan 2022, 15:53
Q3 2021 340 $662,209,000 +$88,909,504 -$49,104,926 +$39,804,578 NVDA, TSLA, AMZN, AAPL, QQQ 13F-HR 02 Nov 2021, 16:20
Q2 2021 344 $674,383,000 +$60,370,760 -$46,025,354 +$14,345,406 NVDA, AAPL, AMZN, PINS, TSLA 13F-HR 22 Jul 2021, 12:45
Q1 2021 359 $612,671,000 +$93,920,745 -$73,127,489 +$20,793,256 TSLA, PINS, AMZN, NVDA, AAPL 13F-HR 12 May 2021, 10:51
Q4 2020 130 $576,354,000 +$45,183,777 -$26,412,338 +$18,771,439 AMZN, AAPL, PINS, QQQ, TSLA 13F-HR 08 Feb 2021, 15:30
Q3 2020 129 $451,372,000 +$70,064,349 -$66,540,946 +$3,523,403 QQQ, AMZN, AAPL, NVDA, MSFT 13F-HR 10 Nov 2020, 16:58
Q2 2020 121 $393,929,000 +$44,241,457 -$44,459,473 -$218,016 QQQ, AMZN, NVDA, MSFT, SPY 13F-HR 13 Aug 2020, 09:18
Q1 2020 113 $313,170,000 +$96,387,572 -$86,194,211 +$10,193,361 QQQ, SPY, MSFT, T, NVDA 13F-HR 14 May 2020, 18:31
Q4 2019 119 $348,729,000 +$46,439,490 -$9,699,504 +$36,739,986 SCHX, QQQ, IVV, AGG, BABA 13F-HR 12 Feb 2020, 13:36
Q3 2019 102 $286,580,000 +$50,433,974 -$8,376,830 +$42,057,144 SCHX, QQQ, IVV, AGG, T 13F-HR 12 Nov 2019, 16:04
Q2 2019 101 $236,590,000 +$17,215,479 -$11,458,750 +$5,756,729 SCHX, QQQ, IVV, T, BABA 13F-HR 05 Aug 2019, 16:34
Q1 2019 104 $233,993,000 +$36,911,895 -$3,516,240 +$33,395,655 SCHX, QQQ, IVV, WFC, BABA 13F-HR 09 May 2019, 09:17
Q4 2018 96 $180,211,000 +$28,452,184 -$17,563,381 +$10,888,803 SCHX, WFC, QQQ, SCHZ, SCHF 13F-HR 27 Feb 2019, 13:47
Q3 2018 102 $170,186,000 +$34,185,513 -$25,646,155 +$8,539,358 SCHX, WFC, SCHZ, BABA, IVV 13F-HR 06 Dec 2018, 09:37
Q2 2018 106 $171,445,000 +$27,379,541 -$12,503,229 +$14,876,312 WFC, SCHZ, SCHX, SCHF, XLE 13F-HR 31 Jul 2018, 17:13
Q1 2018 101 $153,176,000 +$10,727,121 -$8,055,932 +$2,671,189 SCHZ, SCHF, SCHX, XLE, WFC 13F-HR 23 Apr 2018, 15:38
Q4 2017 103 $155,371,000 $0 $0 $0 SCHZ, XLE, WFC, SCHX, SCHF 13F-HR 19 Mar 2018, 09:09