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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
LLYEli Lilly & Co
Recent Activity
Exited
0%
$1.6M
1,806 shares@ $885.95 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$763,035
935 shares@ $816.09 avg price
GEGe Aerospace
Recent Activity
Exited
0%
$450,518
2,389 shares@ $188.59 avg price
TRNSTranscat Inc
Recent Activity
Exited
0%
$221,734
1,836 shares@ $120.78 avg price