Burford Brothers, Inc. Top Holdings and 13F Report (2024) About Burford Brothers, Inc.Investment ActivityBurford Brothers, Inc. has $191.83 million in total holdings as of September 30, 2024.Burford Brothers, Inc. owns shares of 157 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 9.17% of the portfolio was purchased this quarter.About 5.13% of the portfolio was sold this quarter.This quarter, Burford Brothers, Inc. has purchased 151 new stocks and bought additional shares in 53 stocks.Burford Brothers, Inc. sold shares of 48 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $16,994,066Capital Group Core Equity ETF $10,745,873Berkshire Hathaway $8,707,199Microsoft $8,517,018Janus Henderson Short Duration Income ETF $7,812,725 Largest New Holdings this Quarter iShares Short Treasury Bond ETF $1,423,697 HoldingRio Tinto Group $1,101,170 HoldingCAPITAL GROUP CORE BALANCED $783,764 HoldingJanus Henderson Group $680,200 HoldingRobert Half $679,425 Holding Largest Purchases this Quarter Capital Group Core Equity ETF 61,380 shares (about $2.10M)Janus Henderson Short Duration Income ETF 39,756 shares (about $1.95M)iShares Short Treasury Bond ETF 12,869 shares (about $1.42M)Capital Group Global Growth Equity ETF 43,651 shares (about $1.32M)Rio Tinto Group 15,472 shares (about $1.10M) Largest Sales this Quarter Energy Transfer 81,064 shares (about $1.30M)Chevron 5,277 shares (about $777.18K)Texas Instruments 2,854 shares (about $589.59K)Air Products and Chemicals 1,924 shares (about $572.85K)Starbucks 5,446 shares (about $530.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBurford Brothers, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$16,994,066$75,026 ▲0.4%72,9368.9%Computer and TechnologyCGUSCapital Group Core Equity ETF$10,745,873$2,104,103 ▲24.3%313,4745.6%ETFBRK.BBerkshire Hathaway$8,707,199$1,058,598 ▲13.8%18,9184.5%FinanceMSFTMicrosoft$8,517,018$18,933 ▼-0.2%19,7934.4%Computer and TechnologyVNLAJanus Henderson Short Duration Income ETF$7,812,725$1,949,638 ▲33.3%159,3134.1%ETFTSLATesla$5,957,075$138,403 ▲2.4%22,7693.1%Auto/Tires/TrucksCGGRCapital Group Growth ETF$5,878,520$341,741 ▲6.2%168,9723.1%ETFXOMExxon Mobil$4,746,724$85,219 ▲1.8%40,4942.5%Oils/EnergyFSLRFirst Solar$4,677,748$85,059 ▲1.9%18,7532.4%Oils/EnergyAMZNAmazon.com$4,212,176$8,944 ▲0.2%22,6062.2%Retail/WholesaleCGGOCapital Group Global Growth Equity ETF$3,944,775$1,316,081 ▲50.1%130,8382.1%ETFMETAMeta Platforms$3,032,820$403,575 ▼-11.7%5,2981.6%Computer and TechnologyTEVATeva Pharmaceutical Industries$2,761,781$101,236 ▲3.8%153,2621.4%MedicalJNJJohnson & Johnson$2,685,191$158,334 ▲6.3%16,5691.4%MedicalJPMJPMorgan Chase & Co.$2,673,274$8,434 ▲0.3%12,6781.4%FinanceVSTVistra$2,622,975$137,864 ▲5.5%22,1271.4%UtilitiesGOOGAlphabet$2,188,007$7,858 ▲0.4%13,0871.1%Computer and TechnologyPGProcter & Gamble$2,142,314$4,157 ▲0.2%12,3691.1%Consumer StaplesGEGeneral Electric$2,081,556$33,002 ▲1.6%11,0381.1%TransportationABBVAbbVie$2,062,160$2,370 ▲0.1%10,4421.1%MedicalWMTWalmart$1,962,217$65,811 ▲3.5%24,3001.0%Retail/WholesaleVZVerizon Communications$1,872,746$231,960 ▲14.1%41,7001.0%Computer and TechnologyKOCoca-Cola$1,756,187$2,012 ▼-0.1%24,4390.9%Consumer StaplesUNHUnitedHealth Group$1,692,820$95,897 ▲6.0%2,8950.9%MedicalLMTLockheed Martin$1,679,151$105,203 ▲6.7%2,8730.9%AerospaceTXNTexas Instruments$1,646,464$589,587 ▼-26.4%7,9700.9%Computer and TechnologyABTAbbott Laboratories$1,523,221$46,175 ▲3.1%13,3600.8%MedicalCGXUCapital Group International Focus Equity ETF$1,516,874$3,290 ▼-0.2%56,2430.8%ETFCATCaterpillar$1,445,135$139,625 ▲10.7%3,6950.8%Industrial ProductsSHViShares Short Treasury Bond ETF$1,423,697$1,423,697 ▲New Holding12,8690.7%ETFMOAltria Group$1,344,702$29,807 ▲2.3%26,3460.7%Consumer StaplesCVXChevron$1,296,486$777,185 ▼-37.5%8,8030.7%Oils/EnergyMTDRMatador Resources$1,266,453$62,369 ▼-4.7%25,6260.7%Oils/EnergyCOINCoinbase Global$1,261,622$91,936 ▲7.9%7,0810.7%Business ServicesNVONovo Nordisk A/S$1,202,726$24,052 ▼-2.0%10,1010.6%MedicalAFLAflac$1,168,915$82,064 ▼-6.6%10,4550.6%FinanceNVDANVIDIA$1,144,583$1,457 ▲0.1%9,4250.6%Computer and TechnologyRIORio Tinto Group$1,101,170$1,101,170 ▲New Holding15,4720.6%Basic MaterialsHDHome Depot$1,080,263$2,026 ▲0.2%2,6660.6%Retail/WholesaleNXRTNexPoint Residential Trust$1,067,551$1,100 ▼-0.1%24,2570.6%FinanceTGTTarget$1,058,226$7,169 ▼-0.7%6,7900.6%Retail/WholesaleMCDMcDonald's$1,030,757$2,436 ▼-0.2%3,3850.5%Retail/WholesaleAMGNAmgen$1,019,6270.0%3,1640.5%MedicalIBMInternational Business Machines$1,019,591$96,609 ▲10.5%4,6120.5%Computer and TechnologyAXPAmerican Express$996,972$107,128 ▲12.0%3,6760.5%FinanceCGMSCapital Group U.S. Multi-Sector Income ETF$979,912$11,414 ▼-1.2%35,1980.5%ETFCGSDCapital Group Short Duration Income ETF$972,439$22,076 ▼-2.2%37,5310.5%ETFASMLASML$936,573$833 ▼-0.1%1,1240.5%Computer and TechnologyPEGPublic Service Enterprise Group$924,506$27,210 ▲3.0%10,3630.5%UtilitiesCRMSalesforce$900,784$99,357 ▲12.4%3,2910.5%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$897,479$108,481 ▼-10.8%10,8130.5%ETFEOGEOG Resources$869,481$2,090 ▲0.2%7,0730.5%Oils/EnergyVVisa$868,6070.0%3,1590.5%Business ServicesEPDEnterprise Products Partners$864,345$98,393 ▲12.8%29,6920.5%Oils/EnergySRESempra$832,670$188,411 ▲29.2%9,9570.4%UtilitiesLYBLyondellBasell Industries$801,957$48,720 ▲6.5%8,3620.4%Basic MaterialsGE VERNOVA INC$790,183$45,896 ▲6.2%3,0990.4%COMCAPITAL GROUP CORE BALANCED$783,764$783,764 ▲New Holding25,2420.4%SHSGSSTGoldman Sachs Access Ultra Short Bond ETF$766,936$9,166 ▲1.2%15,1450.4%ETFBLKBlackRock$761,0060.0%8010.4%FinanceXLIIndustrial Select Sector SPDR Fund$759,006$73,815 ▼-8.9%5,6040.4%ETFXLEEnergy Select Sector SPDR Fund$748,846$74,981 ▼-9.1%8,5290.4%ETFXLUUtilities Select Sector SPDR Fund$748,104$4,685 ▲0.6%9,2610.4%ETFXLVHealth Care Select Sector SPDR Fund$734,367$213,626 ▼-22.5%4,7680.4%ETFNXDTNexPoint Diversified Real Estate Trust$725,437$100,369 ▲16.1%116,0700.4%Real EstateETEnergy Transfer$720,985$1,301,083 ▼-64.3%44,9210.4%Oils/EnergyCGDVCapital Group Dividend Value ETF$718,305$15,123 ▼-2.1%19,7120.4%ETFVICIVICI Properties$713,239$98,598 ▲16.0%21,4120.4%FinanceCBChubb$701,0760.0%2,4310.4%FinancePMPhilip Morris International$695,015$1,821 ▼-0.3%5,7250.4%Consumer StaplesRTXRTX$690,0060.0%5,6950.4%AerospaceJHGJanus Henderson Group$680,200$680,200 ▲New Holding17,8670.4%FinanceRHIRobert Half$679,425$679,425 ▲New Holding10,0790.4%Business ServicesADMArcher-Daniels-Midland$671,418$671,418 ▲New Holding11,2390.4%Consumer StaplesPSAPublic Storage$651,272$24,377 ▼-3.6%1,7900.3%FinanceXLCCommunication Services Select Sector SPDR Fund$640,032$115,622 ▼-15.3%7,0800.3%ETFTSNTyson Foods$635,366$98,688 ▲18.4%10,6680.3%Consumer StaplesXLBMaterials Select Sector SPDR Fund$633,891$45,395 ▼-6.7%6,5770.3%ETFXLFFinancial Select Sector SPDR Fund$629,948$123,406 ▼-16.4%13,9000.3%ETFXLYConsumer Discretionary Select Sector SPDR Fund$628,761$73,335 ▼-10.4%3,1380.3%FinancePEPPepsiCo$624,868$510 ▼-0.1%3,6740.3%Consumer StaplesXLKTechnology Select Sector SPDR Fund$622,420$127,103 ▼-17.0%2,7570.3%ETFSBRSabine Royalty Trust$616,1000.0%10,0000.3%Oils/EnergyIPGInterpublic Group of Companies$613,951$89,641 ▼-12.7%19,4100.3%Business ServicesFANGDiamondback Energy$604,474$604,474 ▲New Holding3,5060.3%Oils/EnergyXLREReal Estate Select Sector SPDR Fund$603,358$22,067 ▼-3.5%13,5070.3%ETFBHPBHP Group$595,306$97,323 ▲19.5%9,5850.3%Basic MaterialsGOOGLAlphabet$590,401$10,116 ▲1.7%3,5600.3%Computer and TechnologyQCOMQUALCOMM$581,163$34,686 ▼-5.6%3,4180.3%Computer and TechnologyLRCXLam Research$575,336$575,336 ▲New Holding7050.3%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$568,293$29,136 ▼-4.9%5,7930.3%ETFASAASA Gold and Precious Metals$565,4240.0%27,2100.3%FinancePSXPhillips 66$541,6260.0%4,1200.3%Oils/EnergyFFord Motor$536,335$2,893 ▲0.5%50,7890.3%Auto/Tires/TrucksBBYBest Buy$518,256$518,256 ▲New Holding5,0170.3%Retail/WholesaleCOSTCostco Wholesale$494,878$887 ▼-0.2%5580.3%Retail/WholesaleDKSDICK'S Sporting Goods$490,124$47,593 ▼-8.9%2,3480.3%Retail/WholesaleGEHCGE HealthCare Technologies$483,986$36,695 ▲8.2%5,1570.3%MedicalADPAutomatic Data Processing$475,422$277 ▲0.1%1,7180.2%Business ServicesCOPConocoPhillips$469,241$421 ▲0.1%4,4570.2%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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