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)

StockValue
GLWCORNING INC COM
$19.3B
SPHQINVESCO S&P 500 QUALITY ETF
$14.8B
COWZPACER US CASH COWS 100 ETF
$10.1B
IWYISHARES RUSSELL TOP 200 GROWTH ETF
$7.7B
SCHDSCHWAB US DIVIDEND EQUITY ETF
$6.6B
XMHQINVESCO S&P MIDCAP QUALITY ETF
$5.9B
SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
$5.4B
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$5.3B
IWPISHARES RUSSELL MID-CAP GROWTH ETF
$4.9B
MSFTMICROSOFT CORP COM
$4.5B
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
$4.3B
GQ9SPDR GOLD SHARES
$4.1B
AMZNAMAZON COM INC COM
$4.1B
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
$4.0B
NVDANVIDIA CORPORATION COM
$3.9B
MOATVANECK MORNINGSTAR WIDE MOAT ETF
$3.9B
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
$3.8B
OHIOMEGA HEALTHCARE INVS INC COM
$3.4B
VTIVANGUARD TOTAL STOCK INDEX
$2.9B
DDWMWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND
$2.7B
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF
$2.4B
WYWEYERHAEUSER (PLUM CREEK TIMBER)
$2.3B
METAFACEBOOK INC CL A
$2.3B
OREALTY INCOME CORP COM
$2.2B
AAPLAPPLE INC COM
$2.1B
RSPNINVESCO S&P 500 INDUSTRIALS ETF
$1.6B
REZISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
$1.6B
GOOGLALPHABET INC CAP STK CL A
$1.6B
SMMVISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF
$1.4B
SUISUN COMMUNITIES INC
$1.4B
MAMASTERCARD INCORPORATED CL A
$1.2B
IUSGISHARES CORE S&P U.S. GROWTH ETF
$1.2B
VENVENTAS HEALTHCARE INC COM
$1.1B
HOODROBINHOOD MKTS INC COM CL A
$1.1B
BRK/BBERKSHIRE HATHAWAY CLASS B
$1.0B
SCHWSCHWAB CHARLES CORP COM
$1.0B
SCHMSCHWAB U.S. MID-CAP ETF
$983.4M
VBRVANGUARD SMALL-CAP VALUE INDEX
$931.5M
APHAMPHENOL CORP NEW CL A
$910.3M
VOTVANGUARD MID-CAP GROWTH INDEX FUND
$862.5M
INDSPACER INDUSTRIAL REAL ESTATE
$795.8M
AVGOBROADCOM INC COM
$781.6M
FICOFAIR ISAAC CORP COM
$764.1M
RSPRINVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF
$761.6M
PLTRPALANTIR TECHNOLOGIES INC CL A
$757.4M
ETNEATON CORP PLC SHS
$738.6M
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND FUND
$702.2M
NDQINVESCO QQQ TRUST
$682.2M
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
$677.5M
LLYLILLY ELI & CO COM
$672.2M
SMCISUPER MICRO COMPUTER INC COM NEW
$656.9M
ADPAUTOMATIC DATA PROCESSING INC COM
$655.0M
UBERUBER TECHNOLOGIES INC COM
$615.3M
MUMICRON TECHNOLOGY INC COM
$612.6M
FBNDFIDELITY TOTAL BOND ETF
$607.5M
JPMJPMORGAN CHASE & CO COM
$596.1M
NEENEXTERA ENERGY INC COM
$576.8M
AJGGALLAGHER ARTHUR J & CO COM
$569.5M
CDNSCADENCE DESIGN SYSTEM INC COM
$561.4M
AXONAXON ENTERPRISE INC COM
$556.4M
EATBRINKER INTL INC COM
$548.7M
UNPUNION PAC CORP COM
$543.5M
MOALTRIA GROUP INC COM
$540.5M
HASHASBRO INC COM
$540.3M
MPWRMONOLITHIC PWR SYS INC COM
$539.0M
PINSPINTEREST INC CL A
$531.7M
LDOSLEIDOS HOLDINGS INC COM
$528.2M
VOOVANGUARD S&P 500 ETF
$526.5M
MTGMGIC INVT CORP WIS COM
$526.1M
ROPROPER TECHNOLOGIES INC COM
$518.1M
TXRHTEXAS ROADHOUSE INC COM
$504.5M
VRNAVERONA PHARMA PLC SPONSORED ADS
$488.8M
IDIINTERDIGITAL INC COM
$487.5M
TJXTJX COS INC NEW COM
$486.4M
HIGHARTFORD FINL SVCS GROUP INC COM
$485.5M
AMTAMERICAN TOWER CORP NEW COM
$480.2M
DRIDARDEN RESTAURANTS INC COM
$477.4M
ORIOLD REP INTL CORP COM
$473.8M
UNMUNUM GROUP COM
$473.4M
CARTMAPLEBEAR INC
$472.2M
CVLTCOMMVAULT SYS INC COM
$471.2M
NRANRG ENERGY INC COM NEW
$470.0M
TRVTRAVELERS COMPANIES INC COM
$469.8M
SIRISIRIUSXM HOLDINGS INC COMMON STOCK
$469.2M
LNCLINCOLN NATL CORP IND COM
$466.8M
INGRINGREDION INC COM
$466.1M
THGHANOVER INS GROUP INC COM
$463.4M
MKLMARKEL GROUP INC COM
$463.4M
SYFSYNCHRONY FINANCIAL COM
$460.0M
IQVIQVIA HLDGS INC COM
$458.1M
APPAPPLOVIN CORP COM CL A
$457.6M
ACIALBERTSONS COS INC COMMON STOCK
$457.0M
HSYHERSHEY CO COM
$450.9M
CINFCINCINNATI FINL CORP COM
$448.4M
TAT&T INC COM
$447.4M
QCOMQUALCOMM INC COM
$442.9M
DTMDT MIDSTREAM INC COMMON STOCK
$440.1M
BYDBOYD GAMING CORP COM
$439.7M
NXSTNEXSTAR MEDIA GROUP INC CL A
$439.6M
EMBJEMBRAER S.A. SPONSORED ADS
$435.9M
Page 1 of 2Next