Burns Matteson Capital Management, LLC Q2 2025 Filing

Filed July 15, 2025

Portfolio Value

$207.0B

Holdings

186

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (186 positions)

#StockSharesValue% PortfolioType
1
GLWCORNING INC COM
795,205$19.3B9.30%
2
SPHQINVESCO S&P 500 QUALITY ETF
207,432$14.8B7.14%
3
COWZPACER US CASH COWS 100 ETF
183,077$10.1B4.87%
4
IWYISHARES RUSSELL TOP 200 GROWTH ETF
31,185$7.7B3.71%
5
SCHDSCHWAB US DIVIDEND EQUITY ETF
249,788$6.6B3.20%
6
XMHQINVESCO S&P MIDCAP QUALITY ETF
59,662$5.9B2.83%
7
SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
161,354$5.4B2.62%
8
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
100,087$5.3B2.58%
9
IWPISHARES RUSSELL MID-CAP GROWTH ETF
35,206$4.9B2.36%
10
MSFTMICROSOFT CORP COM
9,093$4.5B2.18%
11
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
58,905$4.3B2.07%
12
GQ9SPDR GOLD SHARES
13,411$4.1B1.97%
13
AMZNAMAZON COM INC COM
18,467$4.1B1.96%
14
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
136,395$4.0B1.92%
15
NVDANVIDIA CORPORATION COM
24,895$3.9B1.90%
16
MOATVANECK MORNINGSTAR WIDE MOAT ETF
41,585$3.9B1.88%
17
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
45,750$3.8B1.85%
18
OHIOMEGA HEALTHCARE INVS INC COM
94,058$3.4B1.67%
19
VTIVANGUARD TOTAL STOCK INDEX
9,613$2.9B1.41%
20
DDWMWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND
67,312$2.7B1.29%
21
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF
63,086$2.4B1.16%
22
WYWEYERHAEUSER (PLUM CREEK TIMBER)
91,248$2.3B1.13%
23
METAFACEBOOK INC CL A
3,146$2.3B1.12%
24
OREALTY INCOME CORP COM
43,545$2.2B1.08%
25
AAPLAPPLE INC COM
10,274$2.1B1.02%
26
RSPNINVESCO S&P 500 INDUSTRIALS ETF
29,839$1.6B0.77%
27
REZISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
18,891$1.6B0.75%
28
GOOGLALPHABET INC CAP STK CL A
8,800$1.6B0.75%
29
SMMVISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF
34,353$1.4B0.70%
30
SUISUN COMMUNITIES INC
11,232$1.4B0.69%
31
MAMASTERCARD INCORPORATED CL A
2,107$1.2B0.57%
32
IUSGISHARES CORE S&P U.S. GROWTH ETF
7,856$1.2B0.57%
33
VENVENTAS HEALTHCARE INC COM
17,321$1.1B0.53%
34
HOODROBINHOOD MKTS INC COM CL A
11,220$1.1B0.51%
35
BRK/BBERKSHIRE HATHAWAY CLASS B
2,116$1.0B0.50%
36
SCHWSCHWAB CHARLES CORP COM
11,082$1.0B0.49%
37
SCHMSCHWAB U.S. MID-CAP ETF
35,060$983.4M0.48%
38
VBRVANGUARD SMALL-CAP VALUE INDEX
4,777$931.5M0.45%
39
APHAMPHENOL CORP NEW CL A
9,218$910.3M0.44%
40
VOTVANGUARD MID-CAP GROWTH INDEX FUND
3,033$862.5M0.42%
41
INDSPACER INDUSTRIAL REAL ESTATE
21,511$795.8M0.38%
42
AVGOBROADCOM INC COM
2,836$781.6M0.38%
43
FICOFAIR ISAAC CORP COM
418$764.1M0.37%
44
RSPRINVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF
21,742$761.6M0.37%
45
PLTRPALANTIR TECHNOLOGIES INC CL A
5,556$757.4M0.37%
46
ETNEATON CORP PLC SHS
2,069$738.6M0.36%
47
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND FUND
13,745$702.2M0.34%
48
NDQINVESCO QQQ TRUST
1,237$682.2M0.33%
49
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
9,046$677.5M0.33%
50
LLYLILLY ELI & CO COM
862$672.2M0.32%
51
SMCISUPER MICRO COMPUTER INC COM NEW
13,404$656.9M0.32%
52
ADPAUTOMATIC DATA PROCESSING INC COM
2,124$655.0M0.32%
53
UBERUBER TECHNOLOGIES INC COM
6,595$615.3M0.30%
54
MUMICRON TECHNOLOGY INC COM
4,970$612.6M0.30%
55
FBNDFIDELITY TOTAL BOND ETF
13,279$607.5M0.29%
56
JPMJPMORGAN CHASE & CO COM
2,056$596.1M0.29%
57
NEENEXTERA ENERGY INC COM
8,310$576.8M0.28%
58
AJGGALLAGHER ARTHUR J & CO COM
1,779$569.5M0.28%
59
CDNSCADENCE DESIGN SYSTEM INC COM
1,822$561.4M0.27%
60
AXONAXON ENTERPRISE INC COM
672$556.4M0.27%
61
EATBRINKER INTL INC COM
3,043$548.7M0.27%
62
UNPUNION PAC CORP COM
2,362$543.5M0.26%
63
MOALTRIA GROUP INC COM
9,219$540.5M0.26%
64
HASHASBRO INC COM
7,319$540.3M0.26%
65
MPWRMONOLITHIC PWR SYS INC COM
737$539.0M0.26%
66
PINSPINTEREST INC CL A
14,826$531.7M0.26%
67
LDOSLEIDOS HOLDINGS INC COM
3,348$528.2M0.26%
68
VOOVANGUARD S&P 500 ETF
927$526.5M0.25%
69
MTGMGIC INVT CORP WIS COM
18,897$526.1M0.25%
70
ROPROPER TECHNOLOGIES INC COM
914$518.1M0.25%
71
TXRHTEXAS ROADHOUSE INC COM
2,692$504.5M0.24%
72
VRNAVERONA PHARMA PLC SPONSORED ADS
5,168$488.8M0.24%
73
IDIINTERDIGITAL INC COM
2,174$487.5M0.24%
74
TJXTJX COS INC NEW COM
3,939$486.4M0.23%
75
HIGHARTFORD FINL SVCS GROUP INC COM
3,827$485.5M0.23%
76
AMTAMERICAN TOWER CORP NEW COM
2,173$480.2M0.23%
77
DRIDARDEN RESTAURANTS INC COM
2,190$477.4M0.23%
78
ORIOLD REP INTL CORP COM
12,325$473.8M0.23%
79
UNMUNUM GROUP COM
5,862$473.4M0.23%
80
CARTMAPLEBEAR INC
10,438$472.2M0.23%
81
CVLTCOMMVAULT SYS INC COM
2,703$471.2M0.23%
82
NRANRG ENERGY INC COM NEW
2,927$470.0M0.23%
83
TRVTRAVELERS COMPANIES INC COM
1,756$469.8M0.23%
84
SIRISIRIUSXM HOLDINGS INC COMMON STOCK
20,426$469.2M0.23%
85
LNCLINCOLN NATL CORP IND COM
13,492$466.8M0.23%
86
INGRINGREDION INC COM
3,437$466.1M0.23%
87
THGHANOVER INS GROUP INC COM
2,728$463.4M0.22%
88
MKLMARKEL GROUP INC COM
232$463.4M0.22%
89
SYFSYNCHRONY FINANCIAL COM
6,892$460.0M0.22%
90
IQVIQVIA HLDGS INC COM
2,907$458.1M0.22%
91
APPAPPLOVIN CORP COM CL A
1,307$457.6M0.22%
92
ACIALBERTSONS COS INC COMMON STOCK
21,247$457.0M0.22%
93
HSYHERSHEY CO COM
2,717$450.9M0.22%
94
CINFCINCINNATI FINL CORP COM
3,011$448.4M0.22%
95
TAT&T INC COM
15,461$447.4M0.22%
96
QCOMQUALCOMM INC COM
2,781$442.9M0.21%
97
DTMDT MIDSTREAM INC COMMON STOCK
4,004$440.1M0.21%
98
BYDBOYD GAMING CORP COM
5,621$439.7M0.21%
99
NXSTNEXSTAR MEDIA GROUP INC CL A
2,542$439.6M0.21%
100
EMBJEMBRAER S.A. SPONSORED ADS
7,659$435.9M0.21%
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