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Spdr Series Trust brcly em locl shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Spdr Series Trust brcly em locl (EBND) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in Spdr Series Trust brcly em locl

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust brcly em locl held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust brcly em locl by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $347k 17k 20.50

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Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Sp Smcp600vl Etf (IJS)
UnitedHealth (UNH)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Mastercard Incorporated Cl A (MA)

View all positions for Burns Wealth Management

Top funds holding Spdr Series Trust brcly em locl

Charles Schwab Investment Advisory
Empower Advisory Group
Sei Investments
Goldman Sachs Group
CI Investments
LPL Financial
Deutsche Bank Aktiengesellschaft
Brian McDonald
Assetmark
Capital Insight Partners
Bank of America Corporation
Envestnet Portfolio Solutions
Mackenzie Financial
Envestnet Asset Management
Hsbc Holdings

View all funds holding Spdr Series Trust brcly em locl