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  Name: James J. Burns & Company LLC
  City: MELVILLE
  State: NY
  Zip: 11747
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $286,284,000
  Total Value Change : $-133,573,000
  Securities Held Change : -35
   
All Securities Held : 85
  New Positions : 4
  Closed Positions : 39
  Increased Positions : 1
  Unchanged Positions : 4
  Decreased Positions : 76

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Holdings Found : 4     View All Holdings Currently Viewing:  New 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
   (TSPA)1 Year Chart         TSPA T Rowe Price Us Equity Rese... 23 New $0.00 $2,462,000 75,819 0.86% 2,462,000 75,819 0.842    N/A
   (UITB)1 Year Chart         UITB Victoryshares Usaa Core Int... 29 New $0.00 $1,596,000 34,653 0.56% 1,596,000 34,653 0.039    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc 55 New $147.09 $472,000 3,163 0.16% 472,000 3,163 0    AirDelivery & Freight...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 80 New $475.40 $233,000 489 0.08% 233,000 489 0    Closed - End Fund - E...

      4 Records Found
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