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Burleson & Company, LLC Form 13F-HR Filed 2021-05-12

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Burleson & Company, LLC Form 13F-HR Filed 2021-05-12 SECURITIES AND EXCHANGE COMMISSION FORM 13F-HR Initial quarterly Form 13F holdings report filed by institutional managers Filing Date: 2021-05-12 | Period of Report: 2021-03-31 SEC Accession No. 0001104659-21-064935 (HTML Version on secdatabase.com) FILER Burleson & Company, LLC Mailing Address Business Address 201 1ST STREET, SUITE 204 201 1ST STREET, SUITE 204 CIK:1733510| IRS No.: 201160877 | State of Incorp.:CA | Fiscal Year End: 1231 PETALUMA CA 94952 PETALUMA CA 94952 Type: 13F-HR | Act: 34 | File No.: 028-18696 | Film No.: 21913955 (707) 283-0520 Copyright © 2021 www.secdatabase.com. All Rights Reserved. Please Consider the Environment Before Printing This Document OMB APPROVAL UNITED STATES SECURITIES AND EXCHANGE OMB Number: 3235-0006 COMMISSION Expires: July 31, 2015 Washington, D.C. 20549 Estimated average burden hours per response: 23.8 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 03-31-2021 Check here if Amendment: ☐ Amendment Number: This Amendment (Check only one.): ☐ is a restatement. ☐ adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Burleson & Company, LLC Address: 201 1st Street, Suite 204 Petaluma, CA 94952 Form 13F File Number: 028-18696 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: James Burleson Title: Principal and Chief Compliance Officer Phone: 707-283-0520 Signature, Place, and Date of Signing: /s/ James Burleson Petaluma, CALIFORNIA 05-12-2021 [Signature] [City, State] [Date] Report Type (Check only one.): ☒ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) ☐ 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) ☐ 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information table Entry Total: 393 Form 13F Information table Value Total: 614655 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] NONE Copyright © 2021 www.secdatabase.com. All Rights Reserved. Please Consider the Environment Before Printing This Document OMB APPROVAL UNITED STATES SECURITIES AND EXCHANGE COMMISSION OMB Number: 3235-0006 Washington, D.C. 20549 Expires: July 31, 2015 Estimated average burden FORM 13F hours per response: 23.8 FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE ISHARES TR CORE S&P MCP ETF 464287507 4 16 SH SOLE 0 0 16 ISHARES TR CORE S&P SCP ETF 464287804 544 5,009 SH SOLE 0 0 5,009 ISHARES TR CORE S&P500 ETF 464287200 1,614 4,056 SH SOLE 0 0 4,056 ISHARES TR RUSSELL 2000 ETF 464287655 363 1,645 SH SOLE 0 0 1,645 ISHARES TR U.S. REAL ES ETF 464287739 239 2,600 SH SOLE 0 0 2,600 SPDR S&P 500 ETF TR TR UNIT 78462F103 12,415 31,325 SH SOLE 0 0 31,325 AGILENT TECHNOLOGIES INC COM 00846U101 6 50 SH SOLE 0 0 50 ADOBE SYSTEMS INCORPORATED COM 00724F101 75 158 SH SOLE 0 0 158 AUTODESK INC COM 052769106 65 233 SH SOLE 0 0 233 AMAZON COM INC COM 023135106 35,746 11,553 SH SOLE 0 0 11,553 BALLARD PWR SYS INC NEW COM 058586108 1 54 SH SOLE 0 0 54 BRISTOL-MYERS SQUIBB CO COM 110122108 1,949 30,868 SH SOLE 0 0 30,868 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 257 1,006 SH SOLE 0 0 1,006 EMERSON ELEC CO COM 291011104 293 3,247 SH SOLE 0 0 3,247 BOEING CO COM 097023105 26,046 102,252 SH SOLE 0 0 102,252 HERSHEY CO COM 427866108 4 27 SH SOLE 0 0 27 ONEOK INC NEW COM 682680103 29 579 SH SOLE 0 0 579 SYNOPSYS INC COM 871607107 7 30 SH SOLE 0 0 30 INVESCO QQQ TR UNIT SER 1 46090E103 29,055 91,045 SH SOLE 0 0 91,045 AMGEN INC COM 031162100 807 3,242 SH SOLE 0 0 3,242 ABBOTT LABS COM 002824100 1,537 12,822 SH SOLE 0 0 12,822 ADVANCED MICRO DEVICES INC COM 007903107 285 3,635 SH SOLE 0 0 3,635 CONAGRA BRANDS INC COM 205887102 68 1,809 SH SOLE 0 0 1,809 DISH NETWORK CORPORATION CL A 25470M109 0 3 SH SOLE 0 0 3 EBAY INC. COM 278642103 1 16 SH SOLE 0 0 16 ALTRIA GROUP INC COM 02209S103 1,769 34,585 SH SOLE 0 0 34,585 FEDEX CORP COM 31428X106 296 1,041 SH SOLE 0 0 1,041 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 16 458 SH SOLE 0 0 458 INTEL CORP COM 458140100 2,790 43,590 SH SOLE 0 0 43,590 ORACLE CORP COM 68389X105 420 5,981 SH SOLE 0 0 5,981 QUALCOMM INC COM 747525103 165 1,247 SH SOLE 0 0 1,247 DISNEY WALT CO COM 254687106 784 4,249 SH SOLE 0 0 4,249 HONEYWELL INTL INC COM 438516106 292 1,344 SH SOLE 0 0 1,344 SEMPRA ENERGY COM 816851109 208 1,565 SH SOLE 0 0 1,565 SYSCO CORP COM 871829107 209 2,654 SH SOLE 0 0 2,654 JOHNSON & JOHNSON COM 478160104 2,604 15,845 SH SOLE 0 0 15,845 MEDTRONIC PLC SHS G5960L103 12 100 SH SOLE 0 0 100 PFIZER INC COM 717081103 579 15,983 SH SOLE 0 0 15,983 EDISON INTL COM 281020107 21 360 SH SOLE 0 0 360 EXELON CORP COM 30161N101 43 987 SH SOLE 0 0 987 LOWES COS INC COM 548661107 33 176 SH SOLE 0 0 176 ISHARES TR MSCI EAFE ETF 464287465 2 20 SH SOLE 0 0 20 CHEVRON CORP NEW COM 166764100 1,082 10,323 SH SOLE 0 0 10,323 MICROSOFT CORP COM 594918104 24,105 102,239 SH SOLE 0 0 102,239 UNITED PARCEL SERVICE INC CL B 911312106 1,334 7,849 SH SOLE 0 0 7,849 AT&T INC COM 00206R102 3,606 119,122 SH SOLE 0 0 119,122 Copyright © 2021 www.secdatabase.com. All Rights Reserved. Please Consider the Environment Before Printing This Document CITIGROUP INC COM NEW 172967424 7 95 SH SOLE 0 0 95 CISCO SYS INC COM 17275R102 726 14,042 SH SOLE 0 0 14,042 INTERNATIONAL BUSINESS MACHS COM 459200101 601 4,513 SH SOLE 0 0 4,513 COCA COLA CO COM 191216100 805 15,270 SH SOLE 0 0 15,270 LOCKHEED MARTIN CORP COM 539830109 636 1,722 SH SOLE 0 0 1,722 PEPSICO INC COM 713448108 1,374 9,712 SH SOLE 0 0 9,712 STRYKER CORPORATION COM 863667101 2 7 SH SOLE 0 0 7 VERIZON COMMUNICATIONS INC COM 92343V104 2,831 48,677 SH SOLE 0 0 48,677 SPDR SER TR PRTFLO S&P500 GW 78464A409 708 12,558 SH SOLE 0 0 12,558 ISHARES TR RUS MD CP GR ETF 464287481 87 848 SH SOLE 0 0 848 ISHARES TR COHEN STEER REIT 464287564 14 244 SH SOLE 0 0 244 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2,218 16,700 SH SOLE 0 0 16,700 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 28 240 SH SOLE 0 0 240 PLUG POWER INC COM NEW 72919P202 0 3 SH SOLE 0 0 3 DEERE & CO COM 244199105 551 1,474 SH SOLE 0 0 1,474 BK OF AMERICA CORP COM 060505104 1,502 38,822 SH SOLE 0 0 38,822 STARBUCKS CORP COM 855244109 1 10 SH SOLE 0 0 10 AUTOMATIC DATA PROCESSING IN COM 053015103 66 351 SH SOLE 0 0 351 EXXON MOBIL CORP COM 30231G102 393 7,045 SH SOLE 0 0 7,045 AFLAC INC COM 001055102 102 2,000 SH SOLE 0 0 2,000 WALMART INC COM 931142103 118 871 SH SOLE 0 0 871 APPLIED MATLS INC COM 038222105 1,699 12,717 SH SOLE 0 0 12,717 ANTHEM INC COM 036752103 37 104 SH SOLE 0 0 104 WABTEC COM 929740108 13 161 SH SOLE 0 0 161 UNION PAC CORP COM 907818108 223 1,013 SH SOLE 0 0 1,013 ASTRAZENECA PLC SPONSORED ADR 046353108 3 52 SH SOLE 0 0 52 TEXAS INSTRS INC COM 882508104 628 3,323 SH SOLE 0 0 3,323 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 24 200 SH SOLE 0 0 200 TARGET CORP COM 87612E106 47 236 SH SOLE 0 0 236 COLGATE PALMOLIVE CO COM 194162103 1,084 13,751 SH SOLE 0 0 13,751 COSTCO WHSL CORP NEW COM 22160K105 443 1,256 SH SOLE 0 0 1,256 LILLY ELI & CO COM 532457108 3,146 16,838 SH SOLE 0 0 16,838 CVS HEALTH CORP COM 126650100 4 51 SH SOLE 0 0 51 SIMPSON MFG INC COM 829073105 16 151 SH SOLE 0 0 151 DANAHER CORPORATION COM 235851102 40 176 SH SOLE 0 0 176 MERCK & CO.
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