Burr Financial Services, LLC Top Holdings and 13F Report (2024) About Burr Financial Services, LLCInvestment ActivityBurr Financial Services, LLC has $148.19 million in total holdings as of September 30, 2024.Burr Financial Services, LLC owns shares of 30 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 21.31% of the portfolio was purchased this quarter.About 20.99% of the portfolio was sold this quarter.This quarter, Burr Financial Services, LLC has purchased 27 new stocks and bought additional shares in 5 stocks.Burr Financial Services, LLC sold shares of 15 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $61,168,788Tesla $11,880,569PALANTIR TECHNOLOGIES INC $11,697,692Amazon.com $11,565,363Meta Platforms $11,039,627 Largest New Holdings this Quarter PALANTIR TECHNOLOGIES INC $11,697,692 HoldingBroadcom $5,572,738 HoldingNetflix $2,598,198 HoldingMarvell Technology $636,192 HoldingSprouts Farmers Market $485,407 Holding Largest Purchases this Quarter PALANTIR TECHNOLOGIES INC 154,670 shares (about $11.70M)Broadcom 24,037 shares (about $5.57M)Palo Alto Networks 27,287 shares (about $4.97M)Netflix 2,915 shares (about $2.60M)Meta Platforms 3,739 shares (about $2.19M) Largest Sales this Quarter NVIDIA 59,449 shares (about $7.98M)Applied Materials 31,437 shares (about $5.11M)Tesla 8,390 shares (about $3.39M)Microsoft 7,921 shares (about $3.34M)Advanced Micro Devices 18,879 shares (about $2.28M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBurr Financial Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$61,168,788$7,983,401 ▼-11.5%455,49841.3%Computer and TechnologyTSLATesla$11,880,569$3,388,218 ▼-22.2%29,4198.0%Auto/Tires/TrucksPALANTIR TECHNOLOGIES INC$11,697,692$11,697,692 ▲New Holding154,6707.9%CL AAMZNAmazon.com$11,565,363$829,075 ▲7.7%52,7167.8%Retail/WholesaleMETAMeta Platforms$11,039,627$2,189,189 ▲24.7%18,8557.4%Computer and TechnologyPANWPalo Alto Networks$9,540,891$4,965,143 ▲108.5%52,4346.4%Computer and TechnologyAVGOBroadcom$5,572,738$5,572,738 ▲New Holding24,0373.8%Computer and TechnologyAAPLApple$3,869,239$1,643,256 ▼-29.8%15,4512.6%Computer and TechnologyGOOGLAlphabet$3,513,426$1,403,856 ▲66.5%18,5602.4%Computer and TechnologyPWRQuanta Services$2,895,713$144,122 ▼-4.7%9,1622.0%ConstructionNFLXNetflix$2,598,198$2,598,198 ▲New Holding2,9151.8%Consumer DiscretionaryMSFTMicrosoft$2,211,077$3,338,532 ▼-60.2%5,2461.5%Computer and TechnologyADBEAdobe$1,142,828$80,042 ▼-6.5%2,5700.8%Computer and TechnologyAMATApplied Materials$1,123,448$5,112,599 ▼-82.0%6,9080.8%Computer and TechnologyMAMastercard$1,047,348$31,594 ▼-2.9%1,9890.7%Business ServicesCRWDCrowdStrike$940,940$516,662 ▲121.8%2,7500.6%Computer and TechnologyAMDAdvanced Micro Devices$932,861$2,280,394 ▼-71.0%7,7230.6%Computer and TechnologySNPSSynopsys$686,784$2,024,435 ▼-74.7%1,4150.5%Computer and TechnologyMRVLMarvell Technology$636,192$636,192 ▲New Holding5,7600.4%Computer and TechnologyVVisa$598,896$31,604 ▼-5.0%1,8950.4%Business ServicesTMOThermo Fisher Scientific$516,068$332,947 ▼-39.2%9920.3%MedicalSFMSprouts Farmers Market$485,407$485,407 ▲New Holding3,8200.3%Retail/WholesaleSOUNSoundHound AI$462,272$462,272 ▲New Holding23,3000.3%Computer and TechnologyTPHTri Pointe Homes$420,616$310,748 ▼-42.5%11,6000.3%ConstructionMPWRMonolithic Power Systems$327,210$1,097,603 ▼-77.0%5530.2%Computer and TechnologyCORCencora$295,2300.0%1,3140.2%MedicalCOSTCostco Wholesale$289,5410.0%3160.2%Retail/WholesaleUNHUnitedHealth Group$263,047$266,588 ▼-50.3%5200.2%MedicalPCGPG&E$246,5190.0%12,2160.2%UtilitiesSOFISoFi Technologies$216,986$216,986 ▲New Holding14,0900.1%FinanceLLYEli Lilly and Company$0$1,600,012 ▼-100.0%00.0%MedicalLRCXLam Research$0$763,035 ▼-100.0%00.0%Computer and TechnologyGEGeneral Electric$0$450,518 ▼-100.0%00.0%TransportationTRNSTranscat$0$221,734 ▼-100.0%00.0%Computer and TechnologyShowing 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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