Portfolio (Quarterly)
Guide ↗
James J. Burns & Company, LLC
· CIK 0001949059| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SKYY | FIRST TR EXCHANGE-TRADED FD | — | 7,372 | $806K | 0.11% | SOLD |
| 2 | UPS | UNITED PARCEL SVCS INC | Industrials | 4,970 | $489K | 0.07% | SOLD |
| 3 | COP | CONOCOPHILLIPS | Energy | 3,401 | $449K | 0.06% | SOLD |
| 4 | NFLX | NETFLIX INC. | Communication Services | 2,651 | $255K | 0.04% | SOLD |
| 5 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 144 | $249K | 0.03% | SOLD |
| 6 | PEP | PEPSICO INC | Consumer Defensive | 1,458 | $226K | 0.03% | SOLD |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,472 | $215K | 0.03% | SOLD |
| 8 | SRFM | SURF AIR MOBILITY INC | Industrials | 20,000 | $23K | 0.00% | SOLD |
Sector Allocation
Financial Services
47.4%
Technology
21.9%
Healthcare
11.0%
Communication Services
7.9%
Consumer Cyclical
6.0%
Consumer Defensive
2.4%
Industrials
1.4%
Energy
1.0%
Utilities
0.8%
Basic Materials
0.3%