Burleson & Company, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001733510 · Petaluma, CA

As of Dec 31, 2022, Burleson & Company, LLC reported 426 positions worth $399.0M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
MICROSOFT CORP	MSFT	Technology	81,579	9.6M	4.90%
INVESCO QQQ TR	—	—	69,132	8.4M	4.61%
APPLE INC	AAPL	Technology	143,490	7.9M	4.48%
TESLA INC	TSLA	Consumer Cyclical	119,590	4.7M	3.69%
VANGUARD 500 INDEX FUND	VOO	—	39,192	3.8M	3.45%
NVIDIA CORP	NVDA	Technology	91,174	2.4M	3.11%
SCHWAB INTERNATIONAL EQUITY ETF	SCHF	—	356,978	1.5M	2.88%
AMAZON.COM INC	AMZN	Equity	135,171	1.4M	2.85%
ALPHABET INC	GOOGL	Equity	131,539	0.9M	2.74%
ELI LILLY & CO	LLY	Healthcare	25,979	$9.5M	2.38%
META PLATFORMS INC	META	Communication Services	77,032	$9.3M	2.32%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	29,632	$9.2M	2.29%
UBER TECHNOLOGIES INC	UBER	Technology	375,176	$8.3M	2.09%
SCHWAB US DIVIDEND EQUITY ETF	SCHD	Equity	99,255	$7.5M	1.88%
SPDR S&P 500 ETF TRUST	SPY	—	19,330	$7.4M	1.85%
HOME DEPOT INC	HD	Consumer Cyclical	21,957	$6.9M	1.74%
SNOWFLAKE INC	SNOW	Technology	46,495	$6.7M	1.67%
MCDONALDS CORP	MCD	Consumer Cyclical	24,069	$6.3M	1.59%
ABBVIE INC	ABBV	Equity	37,600	$6.1M	1.52%
SCHWAB US LARGE-CAP GROWTH	SCHG	—	106,229	$5.9M	1.48%
JPMORGAN CHASE & CO	JPM	Financial Services	38,496	$5.2M	1.29%
VANGUARD INTERMEDIATE-TERM B	BIV	—	65,306	$4.9M	1.22%
VANGUARD SHORT-TERM BOND INDEX FUND	BSV	—	63,917	$4.8M	1.21%
PROCTER & GAMBLE CO	PG	Consumer Defensive	31,082	$4.7M	1.18%
VANGUARD SMALL-CAP INDEX FUND	VB	—	24,211	$4.4M	1.11%