| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| BURNEY CO/ | $2.83B | Reston, VA | 028-04852 |
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 383 | $918M | +$114M | -$123M | -$9.25M | C, GE, AAPL, IVV, NVDA | 13F-HR | 1/29/2025, 03:09 PM |
| Q3 2024 | 359 | $925M | +$104M | -$472M | -$369M | GE, C, AAPL, NVDA, MU | 13F-HR | 11/12/2024, 04:37 PM |
| Q2 2024 | 356 | $1.25B | +$178M | -$56.8M | +$122M | USFR, SPY, QQQ, GE, IVV | 13F-HR | 8/6/2024, 04:26 PM |
| Q1 2024 | 324 | $1.13B | +$145M | -$51.3M | +$94.1M | USFR, SPY, GE, QQQ, XOM | 13F-HR | 5/15/2024, 09:00 AM |
| Q4 2023 | 347 | $987M | +$153M | -$89.6M | +$63.3M | SPY, USFR, AAPL, XOM, GE | 13F-HR | 2/5/2024, 02:23 PM |
| Q3 2023 | 293 | $849M | +$66.3M | -$72.3M | -$6.01M | USFR, SPY, XOM, OMF, NYCB | 13F-HR | 11/3/2023, 04:45 PM |
| Q2 2023 | 267 | $880M | +$167M | -$9.73M | +$158M | USFR, SPY, OMF, NYCB, XOM | 13F-HR | 8/9/2023, 09:38 AM |
| Q1 2023 | 224 | $677M | +$48.5M | -$26.7M | +$21.8M | USFR, SPY, XOM, GE, NYCB | 13F-HR | 5/11/2023, 10:06 AM |
| Q4 2022 | 215 | $627M | +$240M | -$58.8M | +$182M | USFR, SPY, XOM, GE, NYCB | 13F-HR | 2/13/2023, 02:58 PM |
| Q3 2022 | 198 | $429M | +$95.3M | -$11.4M | +$83.8M | USFR, SPY, XOM, AAPL, CVX | 13F-HR | 11/8/2022, 03:50 PM |
| Q2 2022 | 220 | $383M | +$100M | -$59.1M | +$40.9M | SPY, USFR, XOM, AAPL, CVX | 13F-HR | 8/3/2022, 12:10 PM |
| Q1 2022 | 306 | $464M | +$46M | -$11.9M | +$34M | SPY, AAPL, QQQ, IJH, IWF | 13F-HR | 5/6/2022, 01:55 PM |
| Q4 2021 | 294 | $466M | +$37.3M | -$68M | -$30.7M | SPY, QQQ, AAPL, IJH, MDY | Restatement | 2/28/2022, 09:15 AM |
| Q3 2021 | 389 | $494M | +$74.5M | -$5.46M | +$69.1M | SPY, AAPL, QQQ, IJH, MDY | 13F-HR | 11/3/2021, 02:49 PM |
| Q2 2021 | 335 | $426M | +$52.8M | -$14.6M | +$38.2M | SPY, AAPL, QQQ, MDY, IJH | 13F-HR | 8/16/2021, 12:58 PM |
| Q1 2021 | 298 | $369M | +$58M | -$8.07M | +$49.9M | SPY, AAPL, QQQ, MDY, IJH | 13F-HR | 5/10/2021, 02:11 PM |
| Q4 2020 | 252 | $310M | +$43.7M | -$8.47M | +$35.3M | SPY, AAPL, QQQ, MDY, IJH | 13F-HR | 2/3/2021, 08:38 PM |
| Q3 2020 | 201 | $253M | +$55.7M | -$6.58M | +$49.1M | SPY, AAPL, QQQ, MDY, IJH | 13F-HR | 10/30/2020, 08:55 AM |
| Q2 2020 | 183 | $215M | +$33M | -$23M | +$9.95M | SPY, AAPL, MDY, IJH, QQQ | 13F-HR | 8/11/2020, 11:41 AM |
| Q1 2020 | 173 | $180M | +$32.7M | -$12.1M | +$20.6M | SPY, AAPL, MDY, SPY, IJH | 13F-HR | 4/13/2020, 11:46 AM |
| Q4 2019 | 193 | $178M | AAPL, MDY, IJH, IJR, AMZN | 13F-HR | 2/10/2020, 11:02 AM |