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  Name: BURNS WEALTH MANAGEMENT, INC.
  City: OKLAHOMA CITY
  State: OK
  Zip: 73131
   
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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

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Holdings Found : 15     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (JPC)1 Year Chart         JPC Nuveen Multi-Strategy Incom... 482 Closed $7.17 $0 0 0% -98,000 -15,499 0    Closed - End Fund - Debt
   (TER)1 Year Chart         TER Teradyne Inc 475 Closed $122.92 $0 0 0% -254,000 -2,524 0    Semiconductor Equipme...
   (INMD)1 Year Chart         INMD Inmode 481 Closed $18.10 $0 0 0% -255,000 -8,356 0    N/A
   (MKC)1 Year Chart         MKC McCormick & Co Inc 474 Closed $76.15 $0 0 0% -223,000 -2,943 0    Processed & Packaged ...
   (MEOH)1 Year Chart         MEOH Methanex Corporation (USA) 480 Closed $50.48 $0 0 0% -753,000 -16,708 0    Specialty Chemicals
   (DTH)1 Year Chart         DTH WisdomTree Defa High-Yieldi... 473 Closed $40.44 $0 0 0% -301,000 -8,313 0    Closed - End Fund - E...
   (WPPGY)1 Year Chart         WPPGY WPP Plc (ADR) 479 Closed $52.95 $0 0 0% -636,000 -14,259 0    Advertising Agencies
   (O)1 Year Chart         O Realty Income Corp 485 Closed $55.01 $0 0 0% -432,000 -8,651 0    REIT - Retail
   (DPZ)1 Year Chart         DPZ Dominos Pizza Inc 472 Closed $518.65 $0 0 0% -300,000 -791 0    Food Wholesale
   (RYAAY)1 Year Chart         RYAAY Ryanair Holdings Plc (ADR) 478 Closed $129.35 $0 0 0% -628,000 -6,465 0    Regional Airlines
   (FAS)1 Year Chart         FAS Direxion Daily Financial Bu... 484 Closed $107.94 $0 0 0% -475,000 -8,081 0    Closed - End Fund - Debt
   (BFST)1 Year Chart         BFST Business First Bancshares Inc 471 Closed $21.10 $0 0 0% -221,000 -11,802 0    N/A
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc 477 Closed $3,805.75 $0 0 0% -389,000 -126 0    Internet Software & S...
   (ATVI)1 Year Chart         ATVI Activision Blizzard Inc 483 Closed $94.42 $0 0 0% -24,867,000 -265,585 0    Multimedia & Graphics...
   (FBND)1 Year Chart         FBND Fidelity Total Bond Etf 476 Closed $0.00 $0 0 0% -216,000 -4,950 0    N/A
      15 Records Found
  1    
Page 1 of 1
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