HoldingsChannel.com
Burleson & Company LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 309,256 +951 $21,833
     SCHX309,256+951$21,833
INVESCO QQQ TR 79,270 +2,685 $15,073
     QQQ79,270+2,685$15,073
ISHARES TR (IVV) 44,300 +978 $13,136
     IVV44,300+978$13,136
AT&T INC 280,537 +49,959 $9,572
     T280,537+49,959$9,572
ALIBABA GROUP HLDG LTD 56,342 +7,525 $9,333
     BABA56,342+7,525$9,333
APPLE INC 36,768 +5,015 $7,664
     AAPL36,768+5,015$7,664
SCHWAB STRATEGIC TR 129,942 -16,792 $6,913
     SCHZ129,942-16,792$6,913
SCHWAB STRATEGIC TR 204,181 +1,258 $6,389
     SCHF204,181+1,258$6,389
NVIDIA CORP 38,703 +15,259 $6,383
     NVDA38,703+15,259$6,383
VANGUARD BD INDEX FD INC (BSV) 78,045 +4,009 $6,285
     BSV78,045+4,009$6,285
WELLS FARGO CO NEW      $6,251
     WFC130,643-122,817$6,148
     Call85,000UNCH$103
ISHARES TR (IJH) 27,608 -12,783 $5,334
     IJH27,608-12,783$5,334
ISHARES TR (IWM) 34,215 +1,124 $5,279
     IWM34,215+1,124$5,279
ISHARES TR (AGG) 43,900 +11,662 $4,913
     AGG43,900+11,662$4,913
AMAZON COM INC 2,471 +165 $4,584
     AMZN2,471+165$4,584
AMGEN INC 24,538 +8,582 $4,564
     AMGN24,538+8,582$4,564
CHEVRON CORP NEW 32,298 -1,395 $3,900
     CVX32,298-1,395$3,900
SCHWAB STRATEGIC TR 45,980 -106 $3,279
     SCHA45,980-106$3,279
SCHWAB STRATEGIC TR 55,178 -1,916 $3,137
     SCHM55,178-1,916$3,137
SCHWAB STRATEGIC TR 58,308 -1,644 $3,101
     SCHD58,308-1,644$3,101
SCHWAB STRATEGIC TR 35,523 +1,990 $2,992
     SCHG35,523+1,990$2,992
BANK OF MARIN BANCORP 70,589 +164 $2,984
     BMRC70,589+164$2,984
VERIZON COMMUNICATIONS INC 50,158 +1,090 $2,772
     VZ50,158+1,090$2,772
ABBVIE INC 40,473 +14,062 $2,663
     ABBV40,473+14,062$2,663
MICROSOFT CORP 17,914 +10,733 $2,473
     MSFT17,914+10,733$2,473
INTEL CORP 48,196 +2,057 $2,386
     INTC48,196+2,057$2,386
JOHNSON & JOHNSON 18,209 +4 $2,372
     JNJ18,209+4$2,372
ALPHABET INC 1,939 +100 $2,350
     GOOGL1,939+100$2,350
MCDONALDS CORP 10,968 +6 $2,317
     MCD10,968+6$2,317
ISHARES TR (TIP) 18,937 +1,088 $2,185
     TIP18,937+1,088$2,185
VANGUARD INDEX FDS (VBR) 16,910 +1,692 $2,181
     VBR16,910+1,692$2,181
VANGUARD INDEX FDS (VOE) 19,376 +485 $2,149
     VOE19,376+485$2,149
INTERNATIONAL BUSINESS MACHS 14,067 +6,704 $2,115
     IBM14,067+6,704$2,115
VANGUARD TAX MANAGED INTL FD (VEA) 51,100 -1,500 $2,080
     VEA51,100-1,500$2,080
VANGUARD INTL EQUITY INDEX F (VWO) 47,599 +1,662 $1,952
     VWO47,599+1,662$1,952
VANGUARD INDEX FDS (VO) 11,341 +68 $1,896
     VO11,341+68$1,896
LILLY ELI & CO 16,879 UNCH $1,865
     LLY16,879UNCH$1,865
WALMART INC 16,908 -144 $1,849
     WMT16,908-144$1,849
ALTRIA GROUP INC 37,995 +1,296 $1,819
     MO37,995+1,296$1,819
VANGUARD INDEX FDS (VNQ) 19,391 +778 $1,724
     VNQ19,391+778$1,724
FACEBOOK INC 8,768 UNCH $1,690
     FB8,768UNCH$1,690
ISHARES TR (LQD) 12,920 +241 $1,615
     LQD12,920+241$1,615
GOLDMAN SACHS GROUP INC 7,617 -4,335 $1,612
     GS7,617-4,335$1,612
SCHWAB STRATEGIC TR 62,054 -1,666 $1,567
     SCHE62,054-1,666$1,567
ISHARES TR (EEM) 37,332 +4,593 $1,529
     EEM37,332+4,593$1,529
ABBOTT LABS 17,411 +61 $1,499
     ABT17,411+61$1,499
ISHARES TR (HYG) 17,188 +908 $1,487
     HYG17,188+908$1,487
ISHARES TR (SCZ) 24,742 +958 $1,392
     SCZ24,742+958$1,392
BRISTOL MYERS SQUIBB CO 30,531 UNCH $1,380
     BMY30,531UNCH$1,380
EXXON MOBIL CORP 18,347 +11 $1,329
     XOM18,347+11$1,329

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 06/30/2019: $237,410
At 03/31/2019: $235,595

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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