13F Filings History of James J. Burns & Company, LLC

Latest 13F report
Q3 2025 - Oct 20, 2025
Value $
$671M
Signature - Title
Jim Cullen - Filing Agent
Location
Melville, NY
Summary
This page shows a list of all the recent 13F filings made by James J. Burns & Company, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. James J. Burns & Company, LLC reported 159 stock holdings with total value $671M as of Q3 2025. Top holdings included VV, VXF, VXUS, SPY, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 159 $671M +$18.1M -$7.7M +$10.4M VV, VXF, VXUS, SPY, AAPL 13F-HR 10/20/2025, 01:14 PM
Q2 2025 156 $613M +$19.6M -$11.1M +$8.54M VV, VXUS, VXF, SPY, AAPL 13F-HR 7/15/2025, 01:19 PM
Q1 2025 143 $558M +$13M -$10.4M +$2.6M VV, VXUS, VXF, AAPL, SPY 13F-HR 4/8/2025, 01:37 PM
Q4 2024 147 $575M +$79.8M -$10.7M +$69.2M VV, VXF, VXUS, AAPL, SCHG 13F-HR 1/24/2025, 08:57 PM
Q3 2024 141 $553M +$20.9M -$9.18M +$11.7M VV, VXF, VXUS, AAPL, SCHG 13F-HR 10/30/2024, 01:32 PM
Q2 2024 129 $508M +$215M -$265K +$215M VV, VXF, VXUS, AAPL, SCHG 13F-HR 7/17/2024, 01:50 PM
Q1 2024 85 $286M +$4.76M -$161M -$156M VV, VXF, VXUS, SCHG, SCHB 13F-HR 4/23/2024, 12:28 PM
Q4 2023 120 $420M +$50M -$38.3M +$11.7M VV, VXF, VXUS, SCHG, SCHZ 13F-HR 2/13/2024, 10:03 AM
Q3 2023 104 $372M +$6.86M -$12.9M -$6.08M VV, SCHD, VXF, VXUS, AGG 13F-HR 11/7/2023, 01:53 PM
Q2 2023 113 $394M +$14.3M -$27M -$12.7M VV, SCHD, VXF, VXUS, AGG 13F-HR 7/27/2023, 11:16 AM
Q1 2023 112 $388M +$137M -$4.79M +$132M VV, SCHD, VXF, VXUS, AGG 13F-HR 4/24/2023, 02:08 PM
Q4 2022 79 $245M +$10.7M -$5.79M +$4.92M VV, SCHD, VXF, VXUS, AGG 13F-HR 2/2/2023, 12:54 PM
Q3 2022 79 $225M $0 $0 VV, SCHD, VXF, VXUS, AGG 13F-HR 11/1/2022, 12:24 PM