Holdings

As of March 11, 2021

Baron Global Advantage Fund
Anheuser Busch
GE
Brookfield Asset Management
Pfizer
Coca Cola
Johnson & Johnson
Kimbell Royalty Partners

Schlumberger
Starbucks
Diageo
Federal Express
Alphabet
Alibaba
Facebook
Gold Miners Index

Berkshire Hathaway
Wells Fargo
JPMorgan Chase
Apple
Exxon Mobil

306 West 7th Street, Suite 1000
Fort Worth, Texas 76102
Toll-Free: 800-656-0706
Phone: 817-334-0706
Fax: 817-334-0063
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Latest From Markets

Berkshire Hathaway Annual Meeting May 13, 2020
Market Update – 03/19/2020 March 19, 2020
Market Update – 03/09/2020 March 10, 2020
The Next Decade February 23, 2020

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© Copyright 2020 David Burgess, DBA Burgess Investments, registered rep of Rhodes Securities.
Securities offered through Rhodes Securities, Inc. Member: FINRA, SIPC SIFMA,
insurance and investment advisory services are offered through Rhodes Investment advisors Inc.
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