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| Name: |
Burleson & Company LLC |
| City: |
Petaluma |
| State: |
CA |
| Zip: |
94952 |
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data |
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| Holdings
Found :
21 |
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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 |
|
TLO |
Talon Metals Corp |
96 |
New |
$26.76 |
$514,000 |
17,716 |
0.13% |
514,000 |
17,716 |
0.003 |
Closed - End Fund - E... |
|
|
AVLV |
Avantis Us Large Cap Value Etf |
134 |
New |
$0.00 |
$142,000 |
2,836 |
0.04% |
142,000 |
2,836 |
0.003 |
N/A |
|
|
NOW |
Servicenow, Inc. |
139 |
New |
$721.03 |
$125,000 |
323 |
0.03% |
125,000 |
323 |
0 |
Information Technolog... |
|
|
XLF |
SPDR Financial Sector |
195 |
New |
$41.36 |
$34,000 |
984 |
0.01% |
34,000 |
984 |
0 |
Closed - End Fund - E... |
|
|
NOBL |
ProShares S&P 500 Dividend ... |
210 |
New |
$0.00 |
$23,000 |
258 |
0.01% |
23,000 |
258 |
0.001 |
N/A |
|
|
IGV |
iShares S&P GSTI Software I... |
211 |
New |
$0.00 |
$23,000 |
91 |
0.01% |
23,000 |
91 |
0 |
Closed - End Fund - E... |
|
|
XLG |
Invesco S&P 500 Top 50 ETF |
220 |
New |
$42.11 |
$20,000 |
71 |
0.01% |
20,000 |
71 |
0 |
Closed - End Fund - E... |
|
|
AEP |
American Electric Power Co Inc |
260 |
New |
$90.58 |
$10,000 |
105 |
0% |
10,000 |
105 |
0 |
Electric Utilities |
|
|
D |
Dominion Energy Inc |
250 |
New |
$52.15 |
$10,000 |
160 |
0% |
10,000 |
160 |
0.001 |
Electric Utilities |
|
|
KMX |
CarMax Inc |
270 |
New |
$70.34 |
$8,000 |
126 |
0% |
8,000 |
126 |
0 |
Auto Dealerships |
|
|
EIX |
Edison International |
269 |
New |
$73.85 |
$8,000 |
120 |
0% |
8,000 |
120 |
0 |
Electric Utilities |
|
|
MMP |
Magellan Midstream Partners LP |
267 |
New |
$69.00 |
$8,000 |
168 |
0% |
8,000 |
168 |
0 |
Oil & Gas Equipment &... |
|
|
DSI |
iShares KLD 400 Social Index |
346 |
New |
$98.55 |
$1,000 |
17 |
0% |
1,000 |
17 |
0 |
Closed - End Fund - E... |
|
|
SUSC |
Ishares Esg Usd Corporate Bond |
335 |
New |
$0.00 |
$1,000 |
35 |
0% |
1,000 |
35 |
0 |
N/A |
|
|
MPCT |
Ishares Trust Ishares Msci ... |
352 |
New |
$79.58 |
$1,000 |
7 |
0% |
1,000 |
7 |
0 |
N/A |
|
|
SUSB |
Ishares Esg 1 To 5 Year Usd... |
358 |
New |
$0.00 |
$1,000 |
30 |
0% |
1,000 |
30 |
0 |
N/A |
|
|
EAGG |
Ishares Esg Us Aggregate Bo... |
357 |
New |
$46.24 |
$1,000 |
23 |
0% |
1,000 |
23 |
0 |
N/A |
|
|
CRWD |
Crowdstrike Holdings, Inc. |
350 |
New |
$313.76 |
$1,000 |
8 |
0% |
1,000 |
8 |
0 |
N/A |
|
|
ESGD |
Ishares Trust Ishares Msci ... |
391 |
New |
$79.86 |
$0 |
6 |
0% |
0 |
6 |
0 |
N/A |
|
|
HYMC |
Hycroft Mining Holding Inc ... |
363 |
New |
$10.39 |
$0 |
350 |
0% |
0 |
350 |
0 |
N/A |
|
|
ESGE |
IShares MSCI EM ESG ETF |
368 |
New |
$33.20 |
$0 |
16 |
0% |
0 |
16 |
0 |
N/A |
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