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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
NVDANvidia Corporation
Recent Activity
Decreased -11.54%
41.28%
$61.169M
455,498 shares@ $134.29 avg price
TSLATesla Inc
Recent Activity
Decreased -22.19%
8.02%
$11.881M
29,419 shares@ $403.85 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
7.9%
$11.698M
154,670 shares@ $75.63 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 7.73%
7.81%
$11.565M
52,716 shares@ $219.39 avg price
METAMeta Platforms Inc
Recent Activity
Increased 24.74%
7.45%
$11.04M
18,855 shares@ $585.51 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 108.51%
6.44%
$9.541M
52,434 shares@ $181.97 avg price
AVGOBroadcom Inc
Recent Activity
New Position
3.77%
$5.573M
24,037 shares@ $231.84 avg price
AAPLApple Inc
Recent Activity
Decreased -29.8%
2.62%
$3.869M
15,451 shares@ $250.42 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 66.55%
2.38%
$3.513M
18,560 shares@ $189.31 avg price
PWRQuanta Svcs Inc
Recent Activity
Decreased -4.74%
1.96%
$2.896M
9,162 shares@ $316.06 avg price