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  Name: BURNS WEALTH MANAGEMENT, INC.
  City: OKLAHOMA CITY
  State: OK
  Zip: 73131
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $2,673,796,000
  Total Value Change : $227,073,000
  Securities Held Change : 18
   
All Securities Held : 488
  New Positions : 30
  Closed Positions : 13
  Increased Positions : 180
  Unchanged Positions : 16
  Decreased Positions : 262

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Holdings Found : 16     View All Holdings Currently Viewing:  Unchanged 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
   (SBR)1 Year Chart         SBR Sabine Royalty Trust 301 - $63.61 $759,000 12,007 0.03% -54,000 0 0.082    Diversified Investments
   (RWR)1 Year Chart         RWR Dow Jones Wilshire REIT 355 - $90.89 $478,000 5,070 0.02% -5,000 0 0.038    Closed - End Fund - E...
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 367 - $42.46 $458,000 10,642 0.02% 9,000 0 0.001    N/A
   (TMF)1 Year Chart         TMF Direxion Shares Exchange Tr... 373 - $5.43 $436,000 8,000 0.02% -81,000 0 0    Closed - End Fund - Debt
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value 390 - $89.21 $407,000 4,496 0.02% 28,000 0 0.001    Closed - End Fund - E...
   (PZA)1 Year Chart         PZA Invesco National AMT-Free M... 402 - $23.72 $381,000 15,985 0.01% -6,000 0 0.02    Meat Products
   (PRFZ)1 Year Chart         PRFZ Invesco FTSE RAFI US 1500 S... 411 - $36.72 $364,000 9,270 0.01% 16,000 0 0.01    Closed - End Fund - E...
   (VONG)1 Year Chart         VONG Vanguard Russell 1000 Growt... 424 - $86.62 $305,000 3,521 0.01% 30,000 0 0    N/A
   (FENY)1 Year Chart         FENY Fidelity MSCI Energy Index 425 - $25.74 $304,000 11,765 0.01% 33,000 0 0.022    N/A
   (EWCO)1 Year Chart         EWCO Invesco S&p 500 Equal Weigh... 429 - $0.00 $295,000 9,883 0.01% 5,000 0 0.11    N/A
   (EZM)1 Year Chart         EZM WisdomTree MidCap Earnings 436 - $59.45 $279,000 4,575 0.01% 16,000 0 0.032    Closed - End Fund - Debt
   (EWL)1 Year Chart         EWL iShares Switzerland Index Fd 456 - $47.94 $252,000 5,304 0.01% -4,000 0 0.013    Closed - End Fund - E...
   (CMF)1 Year Chart         CMF iShares S&P CA AMT-Free Mun... 458 - $57.14 $247,000 4,292 0.01% -2,000 0 0.005    N/A
   (NGL)1 Year Chart         NGL Ngl Energy Partners Lp 461 - $5.73 $235,000 40,862 0.01% 7,000 0 0.032    Independent Oil & Gas
   (PRF)1 Year Chart         PRF Invesco FTSE RAFI US 471 - $36.69 $222,000 5,780 0.01% 19,000 0 0    Closed - End Fund - E...
   (NG)1 Year Chart         NG NovaGold Resources Inc (USA) 485 - $2.84 $98,000 32,800 0% -25,000 0 0.01    Gold
      16 Records Found
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Page 1 of 1
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