HoldingsChannel.com
Burleson & Company LLC Top Holdings
As of  09/30/2022, below is a summary of the Burleson & Company LLC top holdings by largest position size, as per the latest 13f filing made by Burleson & Company LLC. In the Burleson & Company LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Burleson & Company LLC in that top holding, then the share count change between reporting periods, and finally the Burleson & Company LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
TESLA INC      $34,444
     TSLA129,036+82,355$34,227
     Call25,000+25,000$217
AMAZON COM INC      $24,833
     AMZN201,437-3,376$22,762
     Call48,000+8,000$2,071
APPLE INC      $24,676
     AAPL177,036-5,811$24,466
     Call7,100UNCH$210
MICROSOFT CORP 86,095 -410 $20,051
     MSFT86,095-410$20,051
INVESCO QQQ TR 72,720 -1,981 $19,435
     QQQ72,720-1,981$19,435
NVIDIA CORPORATION      $18,393
     NVDA148,537+5,846$18,031
     Call16,500+8,500$362
ALPHABET INC      $14,430
     GOOGL144,846+137,605$13,855
     Call63,000+60,500$575
META PLATFORMS INC      $13,490
     FB97,451+8,254$13,222
     Call11,000+5,000$268
UBER TECHNOLOGIES INC      $13,213
     UBER463,524-4,761$12,283
     Call135,000UNCH$930
VANGUARD INDEX FDS (VOO) 39,214 +658 $12,874
     VOO39,214+658$12,874
SNOWFLAKE INC 70,670 -8,728 $12,011
     SNOW70,670-8,728$12,011
BERKSHIRE HATHAWAY INC DEL      $10,530
     BRK.B39,437-995$10,530
SCHWAB STRATEGIC TR 356,978 -2,563 $10,042
     SCHF356,978-2,563$10,042
PAYPAL HLDGS INC      $9,430
     PYPL101,835+5,355$8,765
     Call34,000+7,500$665
STEM INC 700,062 -15,098 $9,339
     STEM700,062-10,098$9,339
LILLY ELI & CO 25,747 +295 $8,325
     LLY25,747+295$8,325
NETFLIX INC      $8,113
     NFLX34,109-3,830$8,031
     Call1,000UNCH$82
TWILIO INC      $7,728
     TWLO101,157+35,980$6,994
     Call68,500+32,500$734
ISHARES TR (AGG) 78,945 -6,018 $7,606
     AGG78,945-6,018$7,606
SPDR S&P 500 ETF TR (SPY) 20,462 -498 $7,309
     SPY20,462-498$7,309
HOME DEPOT INC 24,408 +339 $6,735
     HD24,408+339$6,735
SCHWAB STRATEGIC TR 99,227 +1,106 $6,592
     SCHD99,227+1,106$6,592
MCDONALDS CORP 25,704 +455 $5,931
     MCD25,704+455$5,931
SCHWAB STRATEGIC TR 106,229 +1,351 $5,929
     SCHG106,229+1,351$5,929
VANGUARD BD INDEX FDS (BIV) 65,306 +725 $4,799
     BIV65,306+725$4,799
VANGUARD BD INDEX FDS (BSV) 63,917 +115 $4,782
     BSV63,917+115$4,782
JPMORGAN CHASE & CO 41,861 +1,308 $4,374
     JPM41,861+1,308$4,374
ABBVIE INC 32,586 +1,594 $4,373
     ABBV32,586+1,594$4,373
VANGUARD INDEX FDS (VB) 24,258 +495 $4,146
     VB24,258+495$4,146
BLOCK INC 74,360 +32 $4,089
     SQ74,360+32$4,089
ISHARES TR (TIP) 35,209 +321 $3,693
     TIP35,209+321$3,693
ENPHASE ENERGY INC 13,027 -15,899 $3,615
     ENPH13,027-15,899$3,615
PROCTER AND GAMBLE CO 28,301 +1,049 $3,573
     PG28,301+1,049$3,573
ISHARES TR (TLT) 34,552 -2,090 $3,540
     TLT34,552-2,090$3,540
COSTCO WHSL CORP NEW 7,098 +8 $3,352
     COST7,098+8$3,352
COCA COLA CO 57,599 +1,773 $3,227
     KO57,599+1,773$3,227
VANGUARD INTL EQUITY INDEX F (VWO) 85,951 +1,786 $3,136
     VWO85,951+1,786$3,136
SCHWAB CHARLES CORP 43,131 +131 $3,100
     SCHW43,131+131$3,100
VERIZON COMMUNICATIONS INC 80,378 -4,501 $3,052
     VZ80,378-4,501$3,052
UNITEDHEALTH GROUP INC 5,779 +223 $2,919
     UNH5,779+223$2,919
DEERE & CO 8,233 +303 $2,749
     DE8,233+303$2,749
EQUITY RESIDENTIAL 40,500 UNCH $2,722
     EQR40,500UNCH$2,722
SALESFORCE INC 18,751 +1,230 $2,697
     CRM18,751+1,230$2,697
BK OF AMERICA CORP      $2,672
     BAC83,446+8,287$2,520
     BAC.PRL130+130$152
JOHNSON & JOHNSON 16,286 +1,214 $2,660
     JNJ16,286+1,214$2,660
APPLOVIN CORP 134,511 +130,411 $2,622
     APP134,511+130,411$2,622
WALMART INC 19,427 +1,041 $2,520
     WMT19,427+1,041$2,520
WELLS FARGO CO NEW 60,926 -63 $2,450
     WFC60,926-63$2,450
DISNEY WALT CO 25,187 +1,260 $2,376
     DIS25,187+1,260$2,376
VANGUARD INDEX FDS (VNQ) 29,353 +414 $2,353
     VNQ29,353+414$2,353

See Full List: All Stocks Held By Burleson & Company LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Burleson & Company LLC

Size ($ in 1000's)
At 09/30/2022: $465,156
At 06/30/2022: $460,967

Burleson & Company LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Burleson & Company LLC 13F filings. Link to 13F filings: SEC filings

Burleson & Company LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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