HoldingsChannel.com
Burleson & Company LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 307,442 -1,814 $22,013
     SCHX307,442-1,814$22,013
INVESCO QQQ TR 96,938 +17,668 $18,633
     QQQ96,938+17,668$18,633
ISHARES TR (IVV) 57,542 +13,242 $17,353
     IVV57,542+13,242$17,353
ISHARES TR (AGG) 114,575 +70,675 $12,918
     AGG114,575+70,675$12,918
AT&T INC 281,886 +1,349 $10,638
     T281,886+1,349$10,638
ALIBABA GROUP HLDG LTD 59,178 +2,836 $10,056
     BABA59,178+2,836$10,056
NVIDIA CORP 44,597 +5,894 $8,700
     NVDA44,597+5,894$8,700
APPLE INC 35,669 -1,099 $8,674
     AAPL35,669-1,099$8,674
ISHARES TR (IWM) 53,823 +19,608 $8,310
     IWM53,823+19,608$8,310
AMAZON COM INC 3,987 +1,516 $7,026
     AMZN3,987+1,516$7,026
WELLS FARGO CO NEW      $6,820
     WFC130,591-52$6,651
     Call85,000UNCH$169
VANGUARD BD INDEX FD INC (BSV) 79,559 +1,514 $6,429
     BSV79,559+1,514$6,429
ISHARES TR (MUB) 54,688 +54,688 $6,220
     MUB54,688+54,688$6,220
ISHARES TR (IJH) 30,917 +3,309 $6,015
     IJH30,917+3,309$6,015
SCHWAB STRATEGIC TR 178,655 -25,526 $5,828
     SCHF178,655-25,526$5,828
SCHWAB STRATEGIC TR 107,862 -22,080 $5,782
     SCHZ107,862-22,080$5,782
ISHARES TR (SHY) 60,025 +54,331 $5,091
     SHY60,025+54,331$5,091
AMGEN INC 24,772 +234 $5,037
     AMGN24,772+234$5,037
ISHARES TR (IEI) 30,152 +30,152 $3,813
     IEI30,152+30,152$3,813
CHEVRON CORP NEW 32,305 +7 $3,811
     CVX32,305+7$3,811
MICROSOFT CORP 26,960 +9,046 $3,700
     MSFT26,960+9,046$3,700
ABBVIE INC 44,080 +3,607 $3,427
     ABBV44,080+3,607$3,427
SCHWAB STRATEGIC TR 62,124 +3,816 $3,425
     SCHD62,124+3,816$3,425
SCHWAB STRATEGIC TR 47,360 +1,380 $3,355
     SCHA47,360+1,380$3,355
ISHARES TR (EEM) 74,883 +37,551 $3,175
     EEM74,883+37,551$3,175
BANK OF MARIN BANCORP 70,768 +179 $3,134
     BMRC70,768+179$3,134
SCHWAB STRATEGIC TR 36,436 +913 $3,094
     SCHG36,436+913$3,094
VERIZON COMMUNICATIONS INC 50,178 +20 $3,055
     VZ50,178+20$3,055
SCHWAB STRATEGIC TR 53,164 -2,014 $3,020
     SCHM53,164-2,014$3,020
PROSHARES TR (SH) 110,000 +100,000 $2,848
     SH110,000+110,000$2,848
INTEL CORP 48,762 +566 $2,522
     INTC48,762+566$2,522
ALPHABET INC 1,949 +10 $2,451
     GOOGL1,949+10$2,451
JOHNSON & JOHNSON 18,214 +5 $2,366
     JNJ18,214+5$2,366
VANGUARD INDEX FDS (VOE) 20,427 +1,051 $2,323
     VOE20,427+1,051$2,323
VANGUARD INDEX FDS (VBR) 17,733 +823 $2,319
     VBR17,733+823$2,319
ISHARES TR (TIP) 19,260 +323 $2,235
     TIP19,260+323$2,235
MCDONALDS CORP 10,974 +6 $2,186
     MCD10,974+6$2,186
ISHARES TR (EFA) 31,463 +31,463 $2,103
     EFA31,463+31,463$2,103
VANGUARD INTL EQUITY INDEX F (VWO) 49,903 +2,304 $2,080
     VWO49,903+2,304$2,080
WALMART INC 17,178 +270 $2,050
     WMT17,178+270$2,050
VANGUARD INDEX FDS (VO) 11,827 +486 $1,996
     VO11,827+486$1,996
VANGUARD INDEX FDS (VNQ) 20,253 +862 $1,928
     VNQ20,253+862$1,928
INTERNATIONAL BUSINESS MACHS 13,775 -292 $1,851
     IBM13,775-292$1,851
LILLY ELI & CO 16,879 UNCH $1,813
     LLY16,879UNCH$1,813
ALTRIA GROUP INC 37,996 +1 $1,776
     MO37,996+1$1,776
BRISTOL MYERS SQUIBB CO 30,584 +53 $1,675
     BMY30,584+53$1,675
FACEBOOK INC 8,768 UNCH $1,632
     FB8,768UNCH$1,632
ISHARES TR (SCZ) 25,322 +580 $1,499
     SCZ25,322+580$1,499
ABBOTT LABS 17,411 UNCH $1,415
     ABT17,411UNCH$1,415
GOLDMAN SACHS GROUP INC 6,571 -1,046 $1,389
     GS6,571-1,046$1,389

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 09/30/2019: $286,749
At 06/30/2019: $237,410

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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