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Brent Burr

@Burr Financial Services, Llc

Latest period2024 - Q4ReportedManaged Assets$148.186MTotal holdings30
Assets growth rate4.96%Assets growth rate (2-Q avg)1.77%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Burr Financial Services, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 30 positions.

Assets under management

The assets under management (AUM) of Burr Financial Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 148.186M in assets, with a quarterly growth rate of 4.96% and a 2-quarter average growth rate of 1.77%. The portfolio is managed by Brent Burr, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PLTRPalantir Technologies Inc
Recent Activity
New Position
7.9%
$11.698M
154,670 shares@ $75.63 avg price
AVGOBroadcom Inc
Recent Activity
New Position
3.77%
$5.573M
24,037 shares@ $231.84 avg price
NFLXNetflix Inc
Recent Activity
New Position
1.76%
$2.598M
2,915 shares@ $891.33 avg price
MRVLMarvell Technology Inc
Recent Activity
New Position
0.43%
$636,192
5,760 shares@ $110.45 avg price
SFMSprouts Fmrs Mkt Inc
Recent Activity
New Position
0.33%
$485,407
3,820 shares@ $127.07 avg price
SOUNSoundhound Ai Inc
Recent Activity
New Position
0.32%
$462,272
23,300 shares@ $19.84 avg price
SOFISofi Technologies Inc
Recent Activity
New Position
0.15%
$216,986
14,090 shares@ $15.4 avg price