Top 49 Burleson & Company, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 4.88% | 81.6K | $19.6M | -5.25%(-4.52K) | — | 2022-12-31 | |
| AAPL | APPLE INC | 4.46% | 143.5K | $17.9M | -22.07%(-40.65K) | — | 2022-12-31 | |
| TSLA | TESLA INC | 3.68% | 119.6K | $14.7M | -22.36%(-34.45K) | — | 2022-12-31 | |
| VOO | VANGUARD INDEX FDS | 3.44% | 39.2K | $13.8M | -0.06%(-22) | — | 2022-12-31 | |
| NVDA | NVIDIA CORPORATION | 3.1% | 91.2K | $12.4M | -44.76%(-73.86K) | — | 2022-12-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.87% | 357.0K | $11.5M | +0.00%(+0) | — | 2022-12-31 | |
| AMZN | AMAZON COM INC | 2.84% | 138.7K | $11.4M | -44.41%(-110.77K) | — | 2022-12-31 | |
| GOOGL | ALPHABET INC | 2.73% | 131.5K | $10.9M | -36.71%(-76.31K) | — | 2022-12-31 | |
| LLY | LILLY ELI & CO | 2.37% | 26.0K | $9.5M | +0.90%(+232) | — | 2022-12-31 | |
| META | META PLATFORMS INC | 2.32% | 79.0K | $9.3M | -27.13%(-29.42K) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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