Burleson & Company, LLC [Rocket]

Holdings

Burleson & Company, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
ELI LILLY & Co	LLY	Common	25,979	232	9,504,044,000	9,495,719,000	2.37	0.00	Hist	12/31/2022
Schwab US Dividend Equity ETF	SCHD	common	99,255	28	7,497,738,000	7,491,146,000	1.87		Hist	12/31/2022
AbbVie Inc.	ABBV	COM	37,600	5,014	6,076,463,000	6,072,090,000	1.52	0.00	Hist	12/31/2022
PROCTER & GAMBLE Co	PG	Common	31,082	2,781	4,710,858,000	4,707,285,000	1.18	0.00	Hist	12/31/2022
JOHNSON & JOHNSON	JNJ	Common	24,229	7,943	4,280,006,000	4,277,346,000	1.07	0.00	Hist	12/31/2022
iSHARES TRUST	TLT	OPTION	40,403	5,851	4,022,515,000	4,018,975,000	1.00		Hist	12/31/2022
COCA COLA CO	KO	Common	59,136	1,537	3,761,624,000	3,758,397,000	0.94	0.00	Hist	12/31/2022
DEERE & CO	DE	Common	8,711	478	3,734,772,000	3,732,023,000	0.93	0.00	Hist	12/31/2022
SCHWAB CHARLES CORP	SCHW	Common	43,249	118	3,600,881,000	3,597,781,000	0.90	0.00	Hist	12/31/2022
COSTCO WHOLESALE CORP /NEW	COST	Common	7,814	716	3,567,064,000	3,563,712,000	0.89	0.00	Hist	12/31/2022
UNITEDHEALTH GROUP INC	UNH	Common	6,310	531	3,345,476,000	3,342,557,000	0.83	0.00	Hist	12/31/2022
BANK OF AMERICA CORP /DE/	BAC	Common	100,993	17,547	3,344,889,000	3,342,369,000	0.83	0.00	Hist	12/31/2022
CATERPILLAR INC	CAT	Common	13,909	5,489	3,332,029,000	3,330,647,000	0.83		Hist	12/31/2022
Walmart Inc.	WMT	Common	22,069	2,642	3,129,136,000	3,126,616,000	0.78	0.00	Hist	12/31/2022
PEPSICO INC	PEP	Common	17,228	6,624	3,112,391,000	3,110,660,000	0.78	0.00	Hist	12/31/2022
Salesforce, Inc.	CRM	Common	22,564	3,813	2,991,761,000	2,989,064,000	0.75	0.00	Hist	12/31/2022
UNITED PARCEL SERVICE INC	UPS	Common	16,790	7,867	2,918,847,000	2,917,406,000	0.73		Hist	12/31/2022
Walt Disney Co	DIS	Common	31,932	6,745	2,774,289,000	2,771,913,000	0.69	0.00	Hist	12/31/2022
NIKE, Inc.	NKE	Common	23,025	12,566	2,694,212,000	2,693,343,000	0.67		Hist	12/31/2022
PFIZER INC	PFE	Common	48,470	25,808	2,483,592,000	2,482,600,000	0.62	0.00	Hist	12/31/2022
GOLDMAN SACHS GROUP INC	GS	Common	7,057	2,664	2,423,118,000	2,421,831,000	0.60	0.00	Hist	12/31/2022
CHEVRON CORP	CVX	Common	13,495	716	2,422,249,000	2,420,413,000	0.60		Hist	12/31/2022
EQUITY RESIDENTIAL	EQR	Common	40,898	398	2,412,988,000	2,410,266,000	0.60		Hist	12/31/2022
BRISTOL MYERS SQUIBB CO	BMY	Common	30,849	2	2,219,599,000	2,217,406,000	0.55	0.00	Hist	12/31/2022
Merck & Co., Inc.	MRK	COM	18,438	3,746	2,045,690,000	2,044,425,000	0.51	0.00	Hist	12/31/2022
DANAHER CORP /DE/	DHR	Common	6,959	6,082	1,846,997,000	1,846,770,000	0.46	0.00	Hist	12/31/2022
THERMO FISHER SCIENTIFIC INC.	TMO	Common	3,336	2,884	1,837,224,000	1,836,995,000	0.46	0.00	Hist	12/31/2022
NEXTERA ENERGY INC	FPL	common	21,665	17,368	1,811,212,000	1,810,875,000	0.45	0.00	Hist	12/31/2022
VISA INC.	V	CL A	8,263	6,538	1,716,674,000	1,716,368,000	0.43		Hist	12/31/2022
Accenture plc	ACN	COM	6,395	5,570	1,706,442,000	1,706,230,000	0.43	0.00	Hist	12/31/2022
LIN Media LLC	LIN	COMMON STOCK	5,208	4,545	1,698,745,000	1,698,566,000	0.42		Hist	12/31/2022
INTEL CORP	INTC	Common	63,962	14,160	1,690,504,000	1,689,221,000	0.42	0.00	Hist	12/31/2022
WASTE MANAGEMENT INC	WM	Common	9,713	8,279	1,523,734,000	1,523,504,000	0.38	0.00	Hist	12/31/2022
TEXAS INSTRUMENTS INC	TXN	Common	8,062	3,484	1,331,999,000	1,331,290,000	0.33	0.00	Hist	12/31/2022
CISCO SYSTEMS, INC.	CSCO	Common	27,360	16,559	1,303,443,000	1,303,011,000	0.33	0.00	Hist	12/31/2022
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