Burr Financial Services, LLC Top Holdings and 13F Report (2024) About Burr Financial Services, LLCInvestment ActivityBurr Financial Services, LLC has $141.19 million in total holdings as of September 30, 2024.Burr Financial Services, LLC owns shares of 27 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 8.02% of the portfolio was purchased this quarter.About 8.87% of the portfolio was sold this quarter.This quarter, Burr Financial Services, LLC has purchased 29 new stocks and bought additional shares in 8 stocks.Burr Financial Services, LLC sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $62,535,106Tesla $9,891,969Amazon.com $9,118,431Meta Platforms $8,652,893Palo Alto Networks $8,595,245 Largest New Holdings this Quarter Tesla $9,891,969 Holding Largest Purchases this Quarter Tesla 37,809 shares (about $9.89M)Eli Lilly and Company 606 shares (about $536.88K)Tri Pointe Homes 8,570 shares (about $388.31K)Advanced Micro Devices 810 shares (about $132.90K)Synopsys 256 shares (about $129.64K) Largest Sales this Quarter Apple 7,540 shares (about $1.76M)Meta Platforms 3,033 shares (about $1.74M)Microsoft 2,671 shares (about $1.15M)Alphabet 1,364 shares (about $226.22K)NVIDIA 1,848 shares (about $224.42K) 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$62,535,106$224,421 ▼-0.4%514,94744.3%Computer and TechnologyTSLATesla$9,891,969$9,891,969 ▲New Holding37,8097.0%Auto/Tires/TrucksAMZNAmazon.com$9,118,431$5,590 ▼-0.1%48,9376.5%Retail/WholesaleMETAMeta Platforms$8,652,893$1,736,188 ▼-16.7%15,1166.1%Computer and TechnologyPANWPalo Alto Networks$8,595,245$96,388 ▼-1.1%25,1476.1%Computer and TechnologyAMATApplied Materials$7,747,511$95,366 ▲1.2%38,3455.5%Computer and TechnologyMSFTMicrosoft$5,665,714$1,149,322 ▼-16.9%13,1674.0%Computer and TechnologyAAPLApple$5,129,029$1,756,820 ▼-25.5%22,0133.6%Computer and TechnologyAMDAdvanced Micro Devices$4,364,856$132,905 ▲3.1%26,6023.1%Computer and TechnologyPWRQuanta Services$2,867,649$90,937 ▼-3.1%9,6182.0%ConstructionSNPSSynopsys$2,828,695$129,636 ▲4.8%5,5862.0%Computer and TechnologyMPWRMonolithic Power Systems$2,226,196$171,033 ▼-7.1%2,4081.6%Computer and TechnologyGOOGLAlphabet$1,848,260$226,223 ▼-10.9%11,1441.3%Computer and TechnologyLLYEli Lilly and Company$1,600,012$536,881 ▲50.5%1,8061.1%MedicalADBEAdobe$1,423,895$23,300 ▼-1.6%2,7501.0%Computer and TechnologyMAMastercard$1,011,796$19,752 ▼-1.9%2,0490.7%Business ServicesTMOThermo Fisher Scientific$1,009,506$162,065 ▼-13.8%1,6320.7%MedicalTPHTri Pointe Homes$913,903$388,307 ▲73.9%20,1700.6%ConstructionLRCXLam Research$763,035$24,482 ▲3.3%9350.5%Computer and TechnologyUNHUnitedHealth Group$612,160$43,851 ▲7.7%1,0470.4%MedicalVVisa$548,5250.0%1,9950.4%Business ServicesGEGeneral Electric$450,518$83,730 ▼-15.7%2,3890.3%TransportationCRWDCrowdStrike$347,783$75,727 ▲27.8%1,2400.2%Computer and TechnologyCORCencora$295,7550.0%1,3140.2%MedicalCOSTCostco Wholesale$280,1400.0%3160.2%Retail/WholesalePCGPG&E$241,5100.0%12,2160.2%UtilitiesTRNSTranscat$221,7340.0%1,8360.2%Computer and TechnologyNVONovo Nordisk A/S$0$3,489,279 ▼-100.0%00.0%MedicalSMCISuper Micro Computer$0$2,620,281 ▼-100.0%00.0%Computer and TechnologySOUNSoundHound AI$0$665,674 ▼-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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