Burr Financial Services as of Dec. 31, 2024
Portfolio Holdings for Burr Financial Services
Burr Financial Services holds 30 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 41.3 | $61M | 456k | 134.29 | |
| Tesla Motors (TSLA) | 8.0 | $12M | 29k | 403.84 | |
| Palantir Technologies Cl A (PLTR) | 7.9 | $12M | 155k | 75.63 | |
| Amazon (AMZN) | 7.8 | $12M | 53k | 219.39 | |
| Meta Platforms Cl A (META) | 7.4 | $11M | 19k | 585.50 | |
| Palo Alto Networks (PANW) | 6.4 | $9.5M | 52k | 181.96 | |
| Broadcom (AVGO) | 3.8 | $5.6M | 24k | 231.84 | |
| Apple (AAPL) | 2.6 | $3.9M | 16k | 250.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $3.5M | 19k | 189.30 | |
| Quanta Services (PWR) | 2.0 | $2.9M | 9.2k | 316.06 | |
| Netflix (NFLX) | 1.8 | $2.6M | 2.9k | 891.32 | |
| Microsoft Corporation (MSFT) | 1.5 | $2.2M | 5.2k | 421.48 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $1.1M | 2.6k | 444.68 | |
| Applied Materials (AMAT) | 0.8 | $1.1M | 6.9k | 162.63 | |
| Mastercard Incorporated Cl A (MA) | 0.7 | $1.0M | 2.0k | 526.57 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $941k | 2.8k | 342.16 | |
| Advanced Micro Devices (AMD) | 0.6 | $933k | 7.7k | 120.79 | |
| Synopsys (SNPS) | 0.5 | $687k | 1.4k | 485.36 | |
| Marvell Technology (MRVL) | 0.4 | $636k | 5.8k | 110.45 | |
| Visa Com Cl A (V) | 0.4 | $599k | 1.9k | 316.04 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $516k | 992.00 | 520.23 | |
| Sprouts Fmrs Mkt (SFM) | 0.3 | $485k | 3.8k | 127.07 | |
| Soundhound Ai Class A Com (SOUN) | 0.3 | $462k | 23k | 19.84 | |
| Tri Pointe Homes (TPH) | 0.3 | $421k | 12k | 36.26 | |
| Monolithic Power Systems (MPWR) | 0.2 | $327k | 553.00 | 591.70 | |
| AmerisourceBergen (COR) | 0.2 | $295k | 1.3k | 224.68 | |
| Costco Wholesale Corporation (COST) | 0.2 | $290k | 316.00 | 916.27 | |
| UnitedHealth (UNH) | 0.2 | $263k | 520.00 | 505.86 | |
| PG&E Corporation (PCG) | 0.2 | $247k | 12k | 20.18 | |
| Sofi Technologies (SOFI) | 0.1 | $217k | 14k | 15.40 |
