Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: BURNS WEALTH MANAGEMENT, INC.
  City: OKLAHOMA CITY
  State: OK
  Zip: 73131
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $2,446,723,000
  Total Value Change : $389,548,000
  Securities Held Change : 54
   
All Securities Held : 470
  New Positions : 64
  Closed Positions : 15
  Increased Positions : 261
  Unchanged Positions : 15
  Decreased Positions : 130

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 15     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SBR)1 Year Chart         SBR Sabine Royalty Trust 281 - $63.61 $813,000 12,007 0.03% 24,000 0 0.082    Diversified Investments
   (FCNCA)1 Year Chart         FCNCA First Citizens Bancshares I... 307 - $1,736.90 $650,000 458 0.03% 18,000 0 0    Domestic Regional Banks
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 321 - $178.10 $584,000 3,268 0.02% 58,000 0 0    Closed - End Fund - E...
   (RWR)1 Year Chart         RWR Dow Jones Wilshire REIT 338 - $90.89 $483,000 5,070 0.02% 62,000 0 0    Closed - End Fund - E...
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 351 - $42.46 $449,000 10,642 0.02% 56,000 0 0    N/A
   (IESC)1 Year Chart         IESC Ies Holdings Inc 353 - $132.54 $436,000 5,500 0.02% 74,000 0 0.026    General Contractors
   (XBI)1 Year Chart         XBI streetTRACKS Series Trust S... 408 - $88.14 $322,000 3,606 0.01% 59,000 0 0.001    Closed - End Fund - E...
   (EWCO)1 Year Chart         EWCO Invesco S&p 500 Equal Weigh... 416 - $0.00 $290,000 9,883 0.01% 27,000 0 0.11    N/A
   (VONG)1 Year Chart         VONG Vanguard Russell 1000 Growt... 423 - $86.62 $275,000 3,521 0.01% 34,000 0 0    N/A
   (EZM)1 Year Chart         EZM WisdomTree MidCap Earnings 427 - $59.45 $263,000 4,575 0.01% 31,000 0 0.032    Closed - End Fund - Debt
   (RYT)1 Year Chart         RYT Invesco S&P 500 Equal Weigh... 435 - $33.97 $253,000 7,766 0.01% 34,000 0 0.009    Closed - End Fund - E...
   (MGK)1 Year Chart         MGK Vanguard Mega Cap 300 Gr In... 442 - $277.92 $239,000 920 0.01% 30,000 0 0.002    Closed - End Fund - E...
   (NGL)1 Year Chart         NGL Ngl Energy Partners Lp 450 - $5.73 $228,000 40,862 0.01% 70,000 0 0.032    Independent Oil & Gas
   (AVDL)1 Year Chart         AVDL AVADEL Pharmaceuticals Plc 465 - $15.99 $169,000 12,000 0.01% 45,000 0 0.021    Drug Delivery
   (NG)1 Year Chart         NG NovaGold Resources Inc (USA) 467 - $2.84 $123,000 32,800 0.01% -3,000 0 0.01    Gold
      15 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us